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Blog: Use Your Space & Conquer Office Workflow
Julie Morgenstern on the New Balanced Life Planner

I had the opportunity to spend some time with Julie Morgenstern this past week, and I was able to ask Julie direct questions about her new Balanced Life Planner. Julie provided her views about the features of the new system available at Levenger.  I've summarized some of the highlights:               
The Balanced Life Planner captures your to-do and gives you an area for estimating how much "time" each task takes; this is a critical step in time management.  When people plan their day they sometimes do not take the moment to consider how long will it takes to complete this task.  Providing an area for estimating in the planner, makes time management a more conscious action.
The Balanced Life Planner has an expanded area to indicate whether a task should be deleted, delayed, dimished or delegated.  This is another key concept of time management, and you can learn more about this technique in Julie Morgenstern's book Time Management from the Inside Out.
The Balanced Life Planner takes advantage of Levenger's circa technology by creating time maps that can be easily moved and placed directly beside the schedule for your day's activities.  Having your time map directly beside your day's schedule allows you to quickly view your time blocks and schedule your day's activity.  In general, time maps create a routine flow for each day, and support you in assigning time blocks or setting aside time for the most important tasks in your life on a regular basis.
The Balanced Life Planner has "Do Every" cards which are small cards that allow you write down reoccurring tasks and easily move them forward on a week to week or month to month basis.
I also have Julie Morgenstern's Next Action notebook from Levenger which supports recommended note-taking techniques.  I've worked with executives who have used similar technology to effectively take notes in meetings and identify the actions resulting from the meeting.

posted on: 6/4/2012 8:30:00 AM by Heather Cocozza
category: Business

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Use Your Space & Conquer Office Workflow

by Heather Cocozza

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About Heather:

Heather Cocozza, PMP, CPO® is a Professional Organizer who organizes and designs tailored home and office solutions. She is on the National Association of Professional Organizers (NAPO)-WDC Board of Directors 2009-2010 and is the owner of Cocozza Organizing & Design, LLC. Prior to her organizing career, Heather Cocozza worked 13 years at IBM and PricewaterhouseCoopers as an ERP Project Manager and at times traveled extensively while her "virtual" twins were between the ages of 0 to 3.

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