How I Get Things Done: My productivity system

Like the rest of you out there, my life is packed and it never tends to let up (at least not by much, and not for very long).  After all, it is what makes it all interesting.  With a wife a daughter and a son on the way, my hectic work schedule as a Big 4 accounting firm manager, the added obligations as a college campus recruiter and class speaker, and all the other random responsibilities that pop up along the way- I have a lot of plates in the air.  I am on a constant quest to keep track of everything on my plate, break as few as possible, and hopefully get something productive done at the end of the day.

I won’t say I have the magic bullet, or that I even get much accomplished.  But, I do like to share what works for me and how I experiment with keeping my mind as clear and focused as possible.  As a caveat: this works for me.  I share the same struggles with many of my staff and peers.  As much as I attempt to share my method, it is not for everyone.  It takes a considerable amount of time to set up and discipline to perfect; but, it’s just geeky enough to keep me engaged.  So if you’re interested, this is a glimps of what I do.

The core of my productivity system is David Allen’s Getting Things Done (GTD) methodology.  I was introduced to GTD by my very insightful and sympathetic EY “counselor”, who recognized my plight and gave me a copy of this book early on into my career.  Over the years I have read and re-read the book, and tweaked my system to be as effortless and effective of a tool to execute as possible.  The GTD process definitely has it’s pros and cons, though the main premise is to maintain a system that captures every ‘action’ in a trusted system and to save the brain from the responsibilities of tracking all the ‘to dos’ (a process that the brain tends to be the least effective at) and to focus it on creating.

The following graphic illustrates the GTD workflow:

A favorite topic among GTDers is describing their GTD implementation.  As with most GTDers, I’ve tried a number of different setups.  For now, let me describe my current setup:

  • Remember The Milk – This by far has been the most ubiquitous and easy to use list manager I have come across, to date.  For an extra $20 a year, I have my RTM lists synced across the web and various mobile devices I have with me throughout the day.  The site even has a blog post dedicated to setting up an advanced implementation of GTD.  I have recently overhauled my system to this setup, and has worked fairly well for me over the past few months.
  • Pocket notebook – I carry my Moleskine pocket notebook around everywhere simply as a capture tool.  Any thoughts, to-dos, projects, calendar stuff that I collect while I’m not at the computer or with my iPod touch gets captured in the notebook and transfered to my action lists or calendar later.
  • GCal/Lotus Notes - OK, I’m not the first GTDer to love Google Calendar, but it’s simply the best, and it takes care of all my calendaring needs.  Unfortunately, my work subscribes to the Lotus suite.  Therefore, my work related items are stored on Lotus notes calendar and synced (as much as I am allowed) into GCal.
  • Gmail/Lotus Notes - Gmail is my main go-to for personal email correspondence.  Although, the vast majority of my emails are work related and are managed through Lotus Notes.
  • Misc - Other than these main tools, I have an inbox at home and work and filing systems at both locations.

Well, I’m not going to explain the whole system in this post. Instead, I’ll provide some links to help you get started, if you’re a beginner GTD disciple.

Other GTD Resources

Posted via email from JoS

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My morning routine



Tomorrow I start a new habit: my morning routine (to be honest, I started a year ago with a good run of about 5-6 months then stopped and now continue along with false start after false start).  For the next 30 days, I will focus on getting back into the swing and making my morning routine solid.

I’ve actually tried different versions of a morning routine in the past year, and have enjoyed them immensely. I just haven’t been able to stick to a routine once a sickness, vacation, travel or a busier-than-usual work schedule interrupts the flow.

The reason I like having a morning routine is that not only does it instill a sense of purpose, peace and ritual to my day, but it ensures that I’m getting certain things done every morning … namely, my goals. I’m setting aside morning time as a time of peace and quiet, and time to take small steps each day towards my goals.

Here’s my morning routine, at least for now (subject to tweaking later):

Morning routine

  1. Wake at 4:30 a.m.
  2. Drink water
  3. Exercise (Yoga/Jog) or meditate
  4. Eat breakfast/Drink coffee
  5. Fix lunch
  6. Info binge (RSS feeds, social networks, national/local/business news, books)
  7. Set no more than 5 FOCUS items for the day
  8. Shower/Bath
  9. Get dressed and off to work at 7:30 a.m.

A couple of explanations: My FOCUS list each day includes one item towards a big project goal and probably the 3-4 things I MUST complete at work. There will be more that I do during the day, but my FOCUS will be the things that I will do my best to finish by the end of the day.  To hold myself accountable for completing my FOCUS goals, I have made it a daily habit to communicate (via email) my FOCUS list to everyone I work with whom I report to, or report to me.

As for the exercise and meditate item, I will have an alternating schedule of Yoga and Jogging each morning  (with the exception of Fridays, where I plan to meditate for at least 10-15 minutes and Sundays, which will be a sleep-in day).  As a caveat, I recently purchased a pair of Vibram FiveFingers. They are as ugly as sin, but just the type of funkiness that I go for.   I have read up on barefoot running and with the Vibrams, I am itching to pick up running.   

As for waking up at 4:30 a.m., I got really good a 'jump-out-of-bed' start to my day earlier in the year.  However, as my work schedule packs up more and more, bed times push into the wee hours and rest becomes a necessity in the mornings.  I am hoping through this process I will be able to will myself to go to bed a bit earlier at night (targeting 10pm).  

Look for updates to my goal of sticking to my morning routine.

Posted via email from JoS

You coming?




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Originally uploaded by joerbailey

I took this shot of Romy when we were visiting old friends on their family land in Laurel Hill, FL. So far this is my favorite shot of the year (granted it was taken a few days before the New Year began).

Family Vacation (Round 1)

Nothing like waiting until vacation (round 2) before writing about vacation (round 1).

The Bailey family spent a long Thanksgiving break traveling up the west coast.  Our journey from Tampa began with both sides of the family meeting at the in-laws’ in Jacksonville, FL for Thanksgiving day and continuing to Berkeley Springs, WV to visit my brother-in-law, sister-in-law and brand new baby Nephew, Malachite!  During our time up in WV, we stayed at our aunt-in-law’s (?) lovely vacation cottage  (see Judy’s Cottage).  Click through any of the photos below for the full album.

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Take a breath




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Originally uploaded by joerbailey

With the holiday season upon us, it’s easy to get wrapped up into catching up with family, entertaining guests and checking out what Santa left us under the tree. For better or for worse, this time of the year flies by. It’s important to take some time and slow it all down. Appreciate the little moments while we have them.

Happy Holidays to you all!

Winding down to the Holiday season

Here’s to closing out an incredibly busy year.

For some reason, my typically crazy busy Summer continued through to an even crazier busier Fall.  In the past couple months I’ve lead our practice’s campus recruiting efforts, managed two of our industry audits to completion, began coordination of my fourth audit of the year (or maybe fifth…I’ve lost count) and all the other responsibilities that are part and parcel to being an Ernst & Young manager.

Somehow while navigating through the weeds, I was able to fit in some fun with family and friends (click through each photo for the full album):

Halloween 2009- Rosemary wasn’t having it this year, so she passed candy out with mom and dad from the back of our truck.  She also helped carve some pumpkins:

Halloween 2009

Inaugural semi-annual MRAS camping trip- Starting a (what we hope to be) a frequent tradition, a few EY friends and family took a long weekend and spent the nights under the stars at St. George Island.  Being Rosemary’s first camping trip, she thoroughly enjoyed the adventure:

MRAS Camping Trip 2009

Wendy’s birthday- Our intention was to spend Wendy’s birthday in Paris.  Paris in Epcot turned out to be the only viable alternative:

Epcot 2009

Outdoors- Although I am morally opposed to 80 degree weather in November, we took advantage of the cooler days to enjoy the outdoors:

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Now, sitting on 17 remaining vacation days that must be spent by the end of the year, I hope for a relaxing close to 2009 and enjoy this time with my wonderful family.

Happy Holidays!

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Go Bulls!

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I hate to admit it- in fact, I am sure I will regret putting it down in writing: I am a USF Bulls fan. Don’t get me wrong, much love for my Alma Mater FSU.  I have the heart of a Seminole.  I appreciate the community I was and am privileged to be a part of (I did find my wife there after all), I appreciate the quality education FSU offered me,  and I appreciate where my degree has gotten me to today.  But (the USF football program aside- last weekend is a blur), the more time I spend with the students and faculty at USF the more I recognize what this educational institution has to offer: especially to accounting students with the same aspirations to join and excel in a career with a Big 4 accounting firm.

Among the highlights, students graduating USF’s accounting program boast one of the highest CPA exam passing rates in the country (currently around 15% nationally for first time test takers passing all four parts [caveat: me being one of them from FSU]).  USF also houses an internationally acclaimed Beta Alpha Psi accounting honors society program that my company (Ernst & Young) networks with on a regular basis as a key resource in identifying quality recruiting candidates.

I don’t see myself giving up the Garnet and Gold any time soon.  But don’t be surprised when you see me around with a bit of Green to show my support for the USF Bulls.

On a related note: The USF Career Fair kicks off tomorrow, October 1st at the Sun Dome from 10am – 3pm.  If you are an accounting student of any year at USF and would like more information on where a career in accounting can take you…and what opportunities beyond financial auditing and tax are available, chat me up at the Ernst & Young booth!

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Tarpon Springs

Less than an hour from our home in Tampa, my family enjoys the occasional day trip to  Tarpon Springs.  A great spot to soak in the Greek culture, delicious food and to pick up a natural sponge or two.

Tarpon Springs sponge docks

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Attention Career Seeking Accounting Professionals!

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Just a quick recruiting message for career seeking accounting professionals to look out for me and the rest of the Tampa office Ernst & Young Advisory practice recruiting team on the Florida State UniversityUniversity of Florida and University of South Florida campuses this semester.

In addition to our many opportunities across the globe, I am specifically looking to identify a number of individuals for our Media & Entertainment industry focused practice within our Tampa office.  Talk to me in person about this opportunity at the USF Career Fair on 1 October 2009.  Also, contact me at joe (dot) bailey (at) ey (dot) com for more information.

See for yourself why Ernst & Young has been consistently named one of the Top 3 “Best places to launch a career” by BusinessWeek magazine!

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Catch up to September 2009

This is my obligatory “it’s been a while” post. Expectedly, life continued in the Bailey household. And just as unsurprising, I caught a good number of the precious moments on film.

On to pimping my flickr page…

Our visit to the Tampa Museum of Science and Industry:

Tampa MOSI

Tampa’s very own Lowry Park Zoo:

Lowry Park Zoo

One of Sarasota’s hidden education gems- G-wiz science museum:

G-Wiz Science Museum

And last, but not least. The Bailey family Summer vacation extravaganza! Wendy and I packed hotel hoping through Orlando, St. Augustine, Palm Coast and a trip to the in-laws in Ponte Vedra, Florida into two fun filled weeks. Our little one enjoyed, but tired out quick from all the run around.

Bailey Vacation 2009

I know, the narrative was lazy. But I guess that’s why I “photoblog” in the first place :)  Thanks for reading!

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