Date post: | 29-Nov-2014 |
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Business |
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10 Extra weeks of productivity this year
Presented by:Donato Diorio | Founder & CEOBroadlook Technologies@idonato
Presented by:Donato Diorio | Founder & CEOBroadlook Technologies@idonato
#capture10webinar starts at 2:00 pm EST
POLL
Technology Dogma
(aka defaults)
“Don’t Be Trapped by Dogma – Which is Living With the Results of Other People’s Thinking” -Steve Jobs
POLL
Beware of “Defaults”
1.Scheduling:• Schedule 25 and 50 minute meetings instead of 30 and 60• Set initial agenda at meeting start
1. Remind 1/2 through meeting (“we are 1/2 through”) Email:
• Set your email programs to check email every 1-2 hours instead of 5-10 minutes.
1. This will have you 5-10 minutes an hourBrowser:• Put all your daily website bookmarks into a single folder
Organizational Task Analysis
Organizational Task Analysis
• Improve efficiency
• Optimize current talent
• Plan for new hires
Copyright 2014 - Donato DiorioFeel free to share, but please maintain the
copyright notice
Process Steps1. Make a list of all major tasks done
at your organization. Do this by giving each person a “Daily Task Audit” spreadsheet
2. Combine all spreadsheets and dedupe so you have a list of all unique tasks
3.Give each task a uniqueness and a importance rating
4.Graph results
Daily task audit - exampleDaily task audit - example
Daily task analysis - exampleDaily task analysis - example
Do not confuse skill level with uniqueness to your organization
AdminAdmin
ConsultantConsultant
TeamTeam
MoneyMoney
1
2
3
4
5
1 2 3 4 5
Check voicemail
Schedule phone interview
Interview prep
Negotiate contract
Write job postings
Sourcing cold calls
Software trainingClosing call
Sales trainingQuadrant keyQuadrant key
Daily Task Charting - Example
Importance
Uni
quen
ess
AutomationAutomationResearch social data
Pull resumes from job board
Get the task analysis worksheetGet the task analysis worksheet
http://bit.ly/Task-Analysishttp://bit.ly/Task-Analysis
Follow link to google drive and download Excel sheet to your computer
Follow link to google drive and download Excel sheet to your computer
(case sensitive)
POLL
Getting the mobile number
ALWAYS get the mobile number
•Data Fact: In reviewing data in CRM’s, 90% of mobile number are not filled in. Why?
•Not enforced by training•Not enforced by CRM
•Voicemails on Mobile phones are responded to 6X more often than office lines controlled voicemail
•For recruiters:Candidates don’t trust leaving messages from recruiters on corporate controlled voicemail
Mobile is a gateway to...
•Text messages•Group text messages•Social network apps•Messaging apps•Location / Checkin / Trade show apps•Affinity networks
Affinity network...
ALWAYS get the mobile number
Option A: I’d like to text you a link and my number, what is your mobile phone?
Option B: (Recruiters) So I can follow up and maintain confidentiality, what is your mobile number?
Option C: What is your mobile number? I’ll send you my vCard so you have my contact infoMake a script you feel comfortable with:___________________________________________________________________________________________________________________________
Really understand your email program
Understanding your email program•Folders
•Filters
•Multiple accounts
•Aliases: Gmail example:
•[email protected] (primary)
•[email protected] (alias)
•[email protected] (alias)
•Add on apps1 hour of learning to be efficient with your email will
save you 30 minutes per day. ROI the first week
POLL
Naming conventions for
files
File naming: facts & fixes
•Fact: filenames are easier to search than file contents (contents brings up too many matches)•Most companies fix this problem in 1-2 hours
•Pick a file naming scheme•Have an admin rename all files•Train staff in new naming conventions•Maintain discipline moving forward
File naming tips •Files that go external have company nameNDA-Agreement-Broadlook.com
•Internal docs have designation & department360-employee-review-template-HR-int.doc
•Filenames are verbosesales-scripts-for-Capture-Financial-sales-int.doc
•Put top level filter words at END of filename(so all files don’t start with “Sales or HR”)
•Best practices avoids duplicates
1 hour of fixing this problem will save all people 10 minutes a day
Knowing what form of
communication to user and why
Email Ephemeral. Short life span to take action upon
CC emailRecipient must know and take action upon. If I don’t need to take action, don’t CC me. Most abused communication method
BCC email Recipient must know, but primary receiver is not aware
Chatter/Yammer Attach to an account for long term visibility.
Instant message Important interruption. Immediate action
Task message Doesn’t exist, but I wish it did. IM that goes into a “get to it when you can queue”
Phone call I am calling and do not expect to be called on my mobile
Cell phone call If you want to be called back on your mobile, call from your mobile
Text message Important interruption.
Social post Brand building exercise
Social direct message
Building network
Like / mention Building brand
Tweet I hope someone will read it, fun vs productive
My rules: you should determine your own
1. Moving to 25/50 minute meetings :30 - :50
• Organizational efficiency (task analysis) :10
• Email habit efficiency :10
• Email tech efficiency :10
• Always having the mobile :10
• Communication rules :10
• File naming & search efficiency :05
• Browser automation :03Total 1:27-1:47 time savings per day
Time saving summary
Capture! Research Quality Community
• Chrome Extension
• Captures, Researches & Enhances contact information
• Fills in missing contact data
• Phone numbers, Emails, Social data
• Standardizes data
• Merges data into your CRM
• Prevents duplicates
• Community driven
• Unstructured data capture
• Websites, email signatures
• Search engine results
• Management pages
• Structured data capture
• Excel sheets
• LinkedIn, Facebook, Github
• Add any site you want
EasyHard Usability
Focu s
Main
tain
Reduce
s
Manual addCRM record
CRM listupload
Researchcontacts
Duplicatemanagementbuilding
searchstrings
Findingcontacts
Donato Diorio
Phone: 262-754-8080 x211Email: [email protected]: @iDonatoGoogle+ +iDonatoLinkedIN: www.linkedIN.com/in/donatodiorioBlog: www.iDonato.com
broadlook.com/capture
Donato Diorio
Phone: 262-754-8080 x211Email: [email protected]: @iDonatoGoogle+ +iDonatoLinkedIN: www.linkedIN.com/in/donatodiorioBlog: www.iDonato.com