Client
Communication Briefing
Getting
Things Done!
Everyday we
are confronted with decisions, many of which we choose to answer at a later
date either because we don’t have enough information or simply because we
procrastinate. Do you sometimes feel like your time is swallowed by these
incomplete actions that tend to accumulate until you are overwhelmed with too
much to do and to little time to do it?
At
Financial Service Group, Inc. we proactively attempt to sort through our
incomplete actions and minimize the stress associated with managing increasing
workloads. One of the tools we have found most helpful is David Allen’s book, Getting Things Done which provides
in-depth guidance for deciding what needs to be done, when to do it and how to
do it.
The focus
of the book is identifying next action steps that need to be done in order to
move forward. By consciously thinking about what steps are required, you can
stay focused and achieve more. To practice this, we encourage you to find the notes
from your last meeting and see what next actions you have to complete and
identify the steps you can take to accomplish the task.
We have
attached/included a useful diagram for addressing new “stuff” you receive that
needs to be dealt with in a timely fashion. If this intrigues you, we encourage
you to order a copy of the book. It has certainly changed our lives for the
better and we hope it does the same for you.
As part of our commitment to
increasing our productivity and efficiency in serving our clients, we are
closing the office this Friday, September 29th for an office
organization & completion day.
Sincerely,
The
Financial Service Group, Inc. Team