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903: How to Save Time Using ChatGPT at Work with Donna McGeorge

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Donna McGeorge provides practical examples of how to use ChatGPT to get work done faster and easier.

You’ll Learn:

  1. How to get started with ChatGPT
  2. What ChatGPT does better and worse than a human
  3. Tricks and prompts to get the most out of ChatGPT

About Donna

Donna McGeorge is a passionate productivity coach with modern time management strategies designed to enhance the time we spend in our workplace.

With more than 20 years of experience working with managers and leaders throughout Australia and Asia-Pacific, Donna delivers practical skills, training, workshops, and facilitation to corporations—such as Nissan Motor Company, Jetstar, Medibank Private, and Ford Motor Company—so they learn to manage their people well and produce great performance and results.

As a captivating, upbeat, and engaging resource on time management and productivity, Donna has been featured on The Today Show, on radio interviews across Australia, and has written for publications including The Age, Boss Magazine, Smart Company, B&T Magazine, and HRM.

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Donna McGeorge Interview Transcript

Pete Mockaitis
Donna, welcome back to How to be Awesome at Your Job.

Donna McGeorge
Thanks for having me, Pete. Great to be here.

Pete Mockaitis
Well, I’m so excited to be chatting with you about ChatGPT. It’s overdue, frankly, that we have an episode dedicated to this. And, Donna, you just happen to be an expert, and we already love you, so I’m stoked to be chatting again.

Donna McGeorge
Oh, look, it’s not as overdue as you think. I’m quite surprised at how I thought ChatGPT would be taken up by millions, well, it has, but it’d be over the place by now, but it’s been a little slower than I thought.

Pete Mockaitis
Well, yeah, I just saw some research from Pew, and this was maybe in July, so it’s probably a little higher by now, that in the US, about 60-ish percent of people had heard of ChatGPT, and of those who had heard of it, who have college degrees, which is most of our listeners in the US, about 32% of folks had used it. Does that sound about right from what you’ve seen in your research as well?

Donna McGeorge
Yeah. And so, my research is mostly standing in a conference and asking people to raise their hand. And so, when I’ve got a room full of people, and I say, “How many of you have heard of it?” It’s the same, it’s around 60-70% of hands up. And then, “Keep your hand up if you’ve actually used it or you are using it?” and the hands dropped considerably.

And then I’d say, “Now, who’s loving it and using it pretty much for their everyday world?” and then the hands dropped again in terms of using it consistently. But, again, that’s pretty anecdotal just from watching crowds.

Pete Mockaitis
Okay. Well, now, it’s just good to get a fresher test on that because it’s sort of, in my world, it comes up a lot. And so, it’s just good for context.

Donna McGeorge
I don’t know if I’m just a bubble but, like, everyone I know is using it but it’s like I go out into the world and I find all these people that some have never even heard of it, it’s like, “Wow, you’ve been living under a rock,” because that’s how it feels to me anyway.

Pete Mockaitis
And I think it’s funny, when it comes to many tools, I remember it had been years until I learned that I could enable shortcut keys in Gmail, and I was like, “How come nobody told me about this all these years? How many hours have been burned without me knowing I can enable shortcut keys in Gmail?” But then I did and I never went back, and, actually, I went with Superhuman to kick it up another notch. So, yes, tools can take a while to permeate.

And that’s what I want to talk about because there’s a lot of hype, and maybe why don’t we start with it since, hey, not everybody’s familiar. Let’s take maybe three minutes. What is ChatGPT? How do we get it and use it? And why bother?

Donna McGeorge
All right. So, I’m not going to go down the massive technical path that people are hugely interested in, the technical backend of it all. I’ll let them go Google that. But in terms of what you need to know to use it every day, it’s a large language model it’s been trained on. What that means is it has access to all published written communication up until about September 2021, so that’s all books, all articles, all websites, all research papers, pretty much everything.

So, the way I like to think of it is it’s like a librarian that has read every book ever written, read any paper, looked at every website, remembers anything, and can quote from it, ad nauseam, really. You ask it a question; it can pull from all of that knowledge to give you a reasonable answer. And so, look, it has its pitfalls. If you know a little bit about it, you probably read some of the negative stuff because it’s pulling data from all over the place, sometimes it puts stuff together that’s not true. The technical term of it is hallucination.

And, certainly, sometimes when I’ve asked it to give me references for various bits of stuff that I’m looking for, it makes up whole references, puts whole names of scientists together, and says they’ve written a paper, and they just never did.

Pete Mockaitis
Right, indeed. Well said. Thank you. All right. So, we’ve got an artificial intelligence, a large language model, it’s called, and it’s read the whole internet, or a fraction of it, and a bunch of books and stuff, and, thusly, you can interact with it. And so, if someone is like, “Whoa, that is cool. How do I do it? How do I get there? How do I play with it?”

Donna McGeorge
Okay, the easiest way is to go and register a free account with OpenAI, and you can get started straight away. What I’ll do is I’ll send you, and you can put it in the show notes. I’ve got a list of prompts across a range of different aspects of both our professional and personal lives, but it’s straight out of the book that I’ve written. But it can give people something to play with rather than just sitting there, looking at it, going, “I don’t even know how to start.”

Because it’s so big and it’s got so many potential uses that I hear someone, even today, say, “Hey, I used it for X, Y, Z,” and I’m like, “Well, I would never have even thought of that.” So, it’s not exactly something you can just go and sit in front of and start playing with. You got to have a reason. So, you go register for a free account. It’ll talk to you probably about the paid version. I would say 80% of my use it with the free version.

I’ve got the paid version but I mostly use the free version. And go play around with it with something that’s relatively harmless, like, I don’t know, meal planning and holiday planning just to see what it’s capable of.

Pete Mockaitis
That’s right. So, OpenAI.com, and you click Try ChatGPT, and so you can start taking a look. And you’re right, you just have a box, you can type anything into it, and then it will go for it. You can say, “Hey, tell me a poem about sand timers,” and it will tell me any number of things. I have a buddy who likes to say, “Hey, rewrite this email I just wrote but make it more polite,” and then it does the thing he forgets to say, like, “Hello, hope you had a great weekend.” He’s like, “Oh, yeah, I probably should’ve said that. Okay, yeah, thanks, ChatGPT.”

So, that’s really where I think you can be super useful here, is to help us understand, like, what is overly hyped and just sort of silly? Like, are the robots taking over mankind, they’re going to enslave us? Is this the answer to everything? We’re all going to get fired. Like, what’s too much hype? And what is really possible for us right here, right now that’s useful that can save us time and increase our results at work?

Donna McGeorge
Okay. So, the overhyped stuff is, now, look, it could be because I come in from a more Star Trek optimistic future of the world where humans are awesome and everyone is getting along nicely, and we’ve got the occasional attack from Klingons. Like, that’s kind of it. So, I have a more utopian view of the future so I don’t believe robots are going to take over the world. I think it could be a thousand years from now, an evolutionary marker where humans just get, again, a whole level of smarter than the technology that we’re creating, it could be.

I certainly don’t think we’re going to see a wholesale loss of jobs no more or less than any other technological breakthrough that has created some loss of jobs but created some new ones. So, I’m old enough to remember when the internet first came out, and all the kind of palaver we’re hearing now about it’s going to take jobs, it’s going to destroy the world, all of that started to happen when the internet became a thing that we carried around in our pockets, it was on our desktops, it was readily available.

So, it’s the same kind of technophobia that’s been around since, frankly, the printing press was a thing. And so, what we’ll see is new jobs or new ways of doing work. So, my advice around this is let’s not worry, “Is it going to take my job?” I can’t remember who said this but it’s been floating around for a while, “Don’t worry about it taking your job. Worry about someone who adopts AI and use the tools of this. They’ll probably take your job.” So, if you don’t keep up with it, then you’re at more risk of that than losing it straight out to AI.

Having said that, gosh, there’s some mundane administrative things that we do on a day-to-day basis that AI could be really helpful for, like any kind of repetitive processing or data entry that has a human looking at some kind of written file, and then typing it into some kind of system. I mean, there’s already systems that do that. So, I suspect that’s the kind of work that would go away.

Pete Mockaitis
And for right now, today, something that professionals can use ChatGPT to assist them with, I’d love to get your perspective. I know that some folks, if English or whatever language, is not their first language, and is maybe a little bit rough, they’ll say what they’re roughly trying to say in the language that they mostly know, and then ChatGPT just give it an automatic polish that has a little bit more smarts to it than, say, a spell check or grammar checks, so that’s sure handy. Tell us, what else are you seeing is super useful that folks are doing right now?

Donna McGeorge
Right. So, look, so I don’t even know where to start but I actually think this is a massive literacy gamechanger. So, you talked about English as a second language. I’m going to go back to the kids that struggled at school because written comms wasn’t that easy for them or they were dyslexic so they left early and have now considered themselves not terribly well educated, can’t spell, don’t know grammar terribly well, and that holds them back.

And so, this is an absolute literacy gamechanger so we don’t ever have to worry about that again. In fact, there are already stories about people who are saying, “Here’s what I wanted to write,” misspelled, no grammar, really poorly strung together sentences, whack it into ChatGPT, and it comes with a “Dear Madam,” like perfect kind of phrased email.

So, what I know, as someone who writes a lot about productivity, is one of the biggest bugbears of many people is email. And so, first of all, it’s volume, so volume of email, then other ChatGPT can’t help with that just yet. But, certainly, sometimes the time we spend responding to something that’s a bit tricky, so, as you said before, your friend that had to, “Here’s what I want to say. Now, make it sound slightly empathetic and friendly,” well, people are using it, heaps are writing emails.

In fact, I predict, once Microsoft get their act together with this, there’ll probably be a button in your Outlook email in the future, maybe Google as well, that you click on, that says, “Compose a response,’ and it will automatically generate a response for you. So, that’s going to save us a pile of time. But right now, you can already do that.

I even did it myself recently, a delicate no letter. Someone wanted to work with me, not really my thing, they were pretty insistent, so I said, “Hey, help me write a really delicate letter that’s assertive in my no, I don’t want to roll over, but maintains the relationship.” So, I’m going to say any written comms. So, as a business owner, I struggle with writing about myself, bios, website copy, email newsletters, social media copy, that’s the sort of stuff I struggle with, so I use it for that.

In corporate, so I’m hearing people using it for similar things, putting proposals together, writing about products, and getting ChatGPT to edit and get feedback on product descriptions. So, if you say, “Here’s a product description. It’s for this market. Can you please make it sound more attractive or irresistible to this market?” and it will then put the words in it. Because of our humility frames, we’re not terribly good at talking up stuff, whereas, ChatGPT is shameless. It’ll talk to your stuff up no end.

Pete Mockaitis
Yes. Oh, Donna, I think you’ve just really nailed something there. Our humility frames that we have as humans, ChatGPT does not, is not a human, and it can be shameless. And I think that’s great, you said, “Hey, I have to say no but in a way that’s polite.” I think, whenever you have some written communication with some emotional resistance, like, “Aargh, this is kind of complicated and tricky. I sort of feel like I owe them but it doesn’t work for me,” it’s like you could just say, “Hey, write an email response to this letter, copy/paste, or email copy/paste, that is very polite and says no.”

Or, emotionally, I remember I had a landlord who, I think, just had some unrealistic expectations for what a tenant was supposed to do. I won’t go into details. But at one point, I thought, I’m sure this landlord is going to drop in and find fault with all sorts of things, and demand that we do all kinds of things, like, “How about you repaint some walls?” I’m like, “I’m pretty that’s not my job as a tenant.” But whatever.

So, I said, “Hey, write an email from a landlord that’s utterly disgusted with the condition of a unit in the nastiest language possible, taking the role in the nastiest thing, whatever.” And so, what’s funny was so I read it and it was sort of like an inoculation or a vaccine or a preventative measure, because it’s like, “Okay, this is not real. This is not a real human but this is just the AI writing it up.”

And sure enough, once I read this harsh language that was AI-generated, later on I did get a harsh email from the landlord that was like, “Oh, I was expecting this, I prepared for this, and this isn’t so bad.” And it genuinely helped my emotional coping with that situation because I don’t like being judged and told I’m doing a terrible job at something in any context. That’s me.

Donna McGeorge
Right. So, it took the sting out of that because you had somehow prepared for it. And chances are, the actual email you got was nowhere near as harsh as the one that ChatGPT generated.

Pete Mockaitis
No, it was about half as harsh.

Donna McGeorge
Right. And lots of people are doing around things like feedback. And so, if I’m writing something, and I say, “Give me feedback on my style,” I don’t get offended by…I call it Charlie, by the way. I don’t get offended by Charlie because it’s just a robot, and it gives me really good structural, editorial, to-the-point, very distinct feedback.

Now, I don’t know why I would take it better from Charlie than I would from a human, but two things I reckon. One is the emotional aspect of working with a human. And, secondly, the human probably wouldn’t be that harsh with me. They’d probably couch it with a little bit of cottonwool around it or something like that. And so, that’s one side of it.

The other side of it is Charlie doesn’t get offended. When you tell it, it writes you something, and you say, “Actually, that’s a big pile of rubbish. I need it done this way, this way, this way.” And it apologizes, “Sorry about that. I’ll have another go.”

Pete Mockaitis
“I’m sorry, Donna.”

Donna McGeorge
Yes. Not quite in the dulcet tones of how, which is probably showing my knack for anything but, yes, no it doesn’t quite speak spit to me yet.

Pete Mockaitis
Okay. Well, so another’s thing. I guess now it can speak to you in the iPhone app and/or with some plugins. I haven’t played with that yet but I think that just might be handy like on the car. Like, you’re thinking about something, you could have a little bit of a conversation, I assume you could use the Siri activation button, I don’t know yet. Be safe, everybody, in your vehicles. Don’t look at your screen.

But I assume you can have some voice activation, get back-and-forth conversations, which can be handy so I can then read that later, and maybe actually get some good thought work done while driving, which is often hard to do because you’re not looking at a screen or a notebook to write it, so that’s really cool.

Donna McGeorge
Well, the thing that I find when I’m driving is accessing. Usually, if I’m driving, particularly long distances, which is just about everywhere in Australia that you’re driving long distances between one place and another. And so, I go into that really awesome alpha brainwave state, which is often when my creativity kicks in, so you’re absolutely right.

So, whether it’s, “Hey, Siri, make a note of this,” or, “Hey, Charlie,” or ChatGPT, “look, let’s have a conversation about this,” I think it’s a useful tool to think about. But you have done something else in here around, again, the aspect of literacy or creativity where some people say, “All right, I’m terrible at written communication but I can talk about my ideas.”

And so, maybe you’re struggling to explain in written form so you talk it through, record it into ChatGPT, ask it then to construct whatever output you’re looking for, like an awesome proposal letter or something like that, or lots of people are using it to help them get their resumes in good shape, their cover letters in good shape. But just be very careful that you edit it because it’s starting to get pretty obvious when people…there’s things you can do to not make it obvious.

If you’re not very well-versed with it, a straight copy and paste out of ChatGPT is a little obvious, it can be a little obvious.

Pete Mockaitis
That’s right. I found, because we’ve been experimenting with it in all kinds of contexts, in terms of writing episode titles and teasers and descriptions, it doesn’t do as good a job as we humans do, in our humble opinions of ourselves, but it can spark a few ideas, like, “Oh, that is a good turn of a phrase. Yeah, I’ll grab that. Okay. Oh, okay. I like that sentence there. Okay, we’ll take that.”

So, it can be a nice little starting point, and sometimes your copy doesn’t have to be smashingly captivating, it’s like, “Yeah, good enough. Good enough for this email response, copy, paste, done.” Other times, it can be a launching point. But one of my favorite little tricks is I’ll just ask for sheer quantity. I’ll say, “Give me 20 potential titles for this summary,” and then it’s like, “Ooh, I like this word from number two, and that word from number seven, and, thank you for your inspiration. Your work is done here,” even though I took none of the titles that it actually gave me.

Donna McGeorge
And that’s the shift that a lot of people are struggling to make because many think of it as something like Google, where you go in and you put a command in, and say, “Hey, give me a recipe for a banana bread,” or something like that. Whereas, you can go into ChatGPT, and say, “Give me 10 recipes for gluten-free sweetish snacks, and generate a shopping list that goes with that,” and it’ll give you the whole thing. So, the volume aspect is really powerful.

I did the same thing. I played around with blog titles. So, one of the tricks that I do is if I know my target audience, which is often women in leadership positions who want to level up, so I say, “This is my target audience. Give me a list of their hopes, fears, dreams, and aspirations. And then give me three suggested blog titles for each one. And then give me an absolutely irresistible captivating headline that will draw people’s attention.”

And, boom, before I know, I’ve got a quarter’s worth of social media, not copy because I’ll still go in and create much of it. I’ll get it to help me but at least I’ve got a plan in place and all my topics sorted out. And that sort of thing, this is where it really, for me, this is where I became interested in it. I became interested in the time savings that we can garner from it.

So, whether it’s spending time and energy agonizing over an email response, or the time energy to generate a social media plan for your target audience, or whatever it might be, research out of MIT says you’re saving at least 37%. I reckon it’s more for me. I reckon it’s taking me maybe about 30% of the time to do some of this stuff.

Pete Mockaitis
Okay, that’s cool. So, lay it on us, what are some of the hugest timesavers, and if you’ve got them, special prompts, that you’ve generated that had helped you realize these time savings using ChatGPT?

Donna McGeorge
Probably the first one is teaching. So, I’m a writer, so that may be a bit different to some of you, so I’m regularly writing articles and things. So, I’ve taught it how to write in my style. So, one of the very first prompts I did was I told it its personality, “You are an expert, a writing style analyzer. Analyze the following passages and play it back to me in a way that I can then,” this is a bit convoluted, “…that I can then feed it back to you so future writing will be in this style,” and so it made sense of that.

I then copied and pasted a couple of chapters from one of my books, and it spits out, and says, “You have a very engaging conversational style using anecdotes and rhetorical questions.” I go, “Awesome!” Now, in the free version, I then I copied it and say, “I need an article, 700 words, for this publication on this topic using this style. Get a start for me.”

Now, to make a start on any kind, like a blank page, whether it’s an email, or a proposal, or anything, that’s often the hardest bit to overcome. So, you never have to wait again. So, I go in there, it gets me a start, and then I’d say, “Rubbish first drafts are around 50% useful.” That’s one thing, teaching it to write like me.

Just FYI, the paid version now has an option in it where you can permanently put information like that, “Anytime I ask you to write an article, use this information.” And so, you can now train it with your stuff. There’s also plugins where I’ve been able to put PDF versions of my books, and I say, “Write this article using the following content from the following PDFs.” So, I don’t know if we’re about plagiarism now because it’s using my stuff.

So, there are a couple of timesavers for me, straight away, that means that I can generate good quality content, still human edited, in a matter of an hour. Whereas, it could’ve taken me half a day, to a full day, sometimes to write something of reasonable quality. So, that’s the first thing, any writing task. I would say anytime you’re stuck, as someone who’s done a bit of research into what happens in our head when we start to get overwhelmed, we end up in cycles that uses a lot of energy, and two hours of agonizing and we’re still having got more than a sentence on a page. So, whatever you’re agonizing over, ask it, and it will give you at least some response.

I think the volume thing is a good one because we can cut straight to the chase, “Give me 10,” you don’t have to ask for one, “Give me 10, 20, 30” however many you need. Things of a personal nature, “I’ve got my 55-year-old sister-in law, likes 1980s country and western music. Can you suggest 10 gift ideas for her that aren’t records, as in CDs or music or whatever, under 50 bucks?” because I’m a cheapskate. So, boom, all my Christmas shopping now will be a list generated there.

Meal planning. Holiday planning, “I’m about to jump in the car with a couple of pre-teens, what’s some great podcasts we could listen to?” So, it’s an entertainment curator. They’re all the things I’m using it for that just mean I can put my time and attention on the things that only a human can do in my life.

Pete Mockaitis
That’s good. I like these sorts of themes we’re collecting here. So, emotional writing, we’ve got some hangups, we’re humble, we’re awkward. Just starting the writing. It’s a blank page. It’s intimidating. “Give me a volume of ideas. Give me 20 options.” A curator of things. And with that, I like it how you could say, “Hey, I’m looking for the music,” for example, like, ‘80s music, or, “I want music kind of like artist A, B, C and D. Now give me some more,” which I think is pretty cool.

And, likewise, even with podcast guests, it’s like, “Hey, ‘How to be Awesome at Your Job’ is about this. We’ve had some guests such name, name, name. Who might be some others?” And it’s funny, it’s sort of like, “We had them, and them, and them, and them.” It’s like, “Well, we’ve already had them but thanks for trying, ChatGPT. You’re in the right zone.”

Donna McGeorge
That’s why sometimes I think of it as an eager intern. It’s eager to give you more of the stuff that you want but doesn’t always give you the right thing. But, hey, just quickly on the playlist thing, there’s a Spotify plugin now, so you can now give it access to your Spotify account. So, when you say, “I like artists like this. Give me playlist for this. Oh, by the way, then whack it into Spotify for me.” So, that’s pretty cool.

Pete Mockaitis
That’s good. Also, with curation, it’s cool. Sometimes I’ll say, “Hey, I’m looking to do this. Give me a great book that will help me do just that.”

Donna McGeorge
Or, even better, “Give me 10. Give me 10 great books.”

Pete Mockaitis
Exactly, yes. Like, “What’s a good book to help me reprogram my brain to enjoy effort, struggle, and mistakes?” ChatGPT recommends Mindset. And I say, “Can you give me 10 more?” And it says, “Oh, yeah. All right, here we go.” So, we got Grit, Antifragile, Ode to Happiness, etc. So, I just think that’s pretty darn handy.

And it works differently because sometimes it’s different than keywords because it’s, like, sometimes I don’t yet know the keywords, and sometimes I’ll specifically say, “Hey, what’s a word that means like Washington counts for like the seat of US governmental power that’s a figure of speech?” It’s like, “Oh, you’re talking about metonymy.” It’s like, “Oh, yes, thank you, if I’m even saying that right.” It’s like I didn’t know the keyword but it can generate that for me, so I dig that.

Well, maybe let’s flip it on its head now, Donna. We’ve been speaking breathlessly about how great this tool is. What are some of the limitations? What are some requests that it’s probably just going to fail us on, disappoint us on, and we would take its advice at our own peril?

Donna McGeorge
Well, first of all, it does make stuff up because it’s pulling information from all over the world, so it sometimes puts stuff together that’s not quite right. So, if you’re writing, for me, if I’m writing a book, and, by the way, to write my recent book, I did get Charlie to help me do that. So, if I’m writing a book, I still go back to Google to check my references and stuff like that because that’s important.

Look, I had to say it but it’s often about the quality of the prompts that we do that means that you get a bit of rubbish from ChatGPT. So, when people say, “Oh, I tried it once and I got a terrible response,” I’m like, “Well, did you go back and have a conversation with it? Did you tell it, it was terrible? Did you give it some more parameters?”

So, I got a bit frustrated this week because I was trying to get it to write me a story in the first person about some famous people, and it kept giving me almost obituary-style responses. And I asked it three or four times, and it still wasn’t getting it right, so I kind of pause, went off, had a bit of a break, came back, and re-crafted my prompt, and put the words in, “And I don’t want an obituary,” and I started to get the right thing.

So, occasionally, it kind of is smarter than its own good. It thinks that that’s what, in that case, it’s trying to outthink or be that eager intern that says what it thinks you’re looking for and add a bit of extra value, when I just didn’t need it to do that. So, for me, it comes back to the prompts. Certainly, if you’re looking for current data, just my point, asking it what the weather is like in San Francisco today because it will say, “No, I can’t help you with that because that’s not what I’m for.” I have had once, I violated their terms, the way in which they operated, there’s this little message that comes up.

Pete Mockaitis
Oh, boy, what did you do, Donna?

Donna McGeorge
I know.

Pete Mockaitis
You naughty.

Donna McGeorge
I was researching for a fictional book, and I was using a real-life person as the model for what I was doing. And so, I asked a pretty tricky question about this real-life person, and I think it was implying that I was either going to stalk him, or murder him, or something like that, I don’t know, so I had to go in, there’s a little, “Please explain” thing that I had to fill in.

So, on the one hand, that was a little bit frustrating, but, on the other, I was kind of encouraged by that. So, I would say that’s the efforts by the OpenAI folks to try and alleviate some of the fear that people have around it being used for evil.

Pete Mockaitis
Understood. And any other shortcomings you’ve seen? I guess I’ve asked it to write compelling headlines, it sort of fallen a little bit short but it just gave me a ton of options and I can mix and match and edit, and that’s cool. And I think I’ve also found that someone said it very well that AI can tell you, because that’s how it works, it generates the next most likely word to come, so it tends to give you the most obvious answers, as opposed to wildly creative answers, which I think I found that to be the case. But sometimes, the obvious thing is actually really handy, like, “Thank you. I should’ve thought of that.”

Donna McGeorge
Right. Yeah, if you need any obvious thing, it’s awesome, because sometimes I do that. I say, “Here’s a pattern that I’ve created. Here are two points in a pattern, because we know the world loves the rule of three. So, what could be the third? Give me 10 options for the third thing.” And the first one is the obvious one, and I go, “Of course. Why didn’t I think of that?” So, that’s useful.

But I’ve told it, if I’m really wanting something different, I’ll ask it to be a critic of whatever I’m talking about. So, one time, I was writing about burnout, and I said, “Be as if you’re a critic of burnout, and write me three paragraphs on why you think burnout, or what criticisms you have of burnout.” Anyway, so it spat out this piece that said, “Burnout is just a thing made up by people who are lazy, and dah, dah, dah.” And I’m like, “That was fun.”

Like, I would never use it in the article, but it was just fun to kind of get kind of like what you did with your “Write me the nastiest possible email from a landlord,” thing. It gave me a bit of, “Whoa, that’s interesting.” But I do ask it several times, “Give me nonconventional, give me something out of the box.” It’s not quite capable of doing that. It’s not able to do really, I don’t think, yet the really abstract stuff that the connections that a human mind can make as well. So, often when I say, “Give me this stuff that’s nonconventional,” I still get pretty conventional stuff from it.

Pete Mockaitis
It’s true. And there was a Wall Street Journal article, which we’ll link to, and I’ve mentioned in a recent podcast episode, about how AI was generating more and more new creative product ideas than some MBA students, and I had to read the full text of the paper, as I do, and I wasn’t that impressed. I guess it can generate a lot of ideas fast, no doubt. That’s very impressive that it can do that. But the quality of the ideas were like, “A portable printer,” I was like, “Well, yeah, that’s nice but you didn’t invent that. That exists, there are many options for that.” So, it can’t do that.

But what I do like is sometimes I’ll ask for it to engage me in metaphor, like, “Hey, let’s say that running a podcast is like captaining a ship in the ocean. What would be some of the elements of the metaphor?” And then that can help just spark my own ideas, and I find it handy in that regard. Or, I’ll say, “Give me advice on this issue as Yoda would, or as Tony Robbins would, or as Marshall Goldsmith would.” And so, that’s just sort of fun to say, “Oh, yeah, I guess Tony Robbins probably would say something kind of like that. David Allen probably would say something like that.”

So, sometimes I think that helps me a little bit in terms of it’s not groundbreakingly novel but it gets my own brain a shove in a direction to help me get to novel with a little bit of help.

Donna McGeorge
Yes. So, I’ve got it because a couple of my favorite writers, because I love the way they think, Malcolm Gladwell and Steve Levitt, so I’ll say, “This is the topic. What are some quotes, if they were writing the article, what might they say about it because I’m looking for a slightly different angle?” But you’re right, it’s usually something to give me a bit of a poke or a bit of a shove in a direction when I’m stuck.

And so, I think this kind of comes back to this idea of, “In what aspects of your world do you just get stuck and you end up wasting your time spinning your wheels because you can’t find an answer?” On the more emotional level, I had a woman recently say to me that she’d been using it to help craft responses to her ex who she was divorcing.

Because she couldn’t afford a lawyer, and a lawyer had said, “If you give us the basic information we need, we’ll then spend a small amount of time crafting the legal documents that are needed. But all the research-y stuff and all the kind of the backend stuff, if you can do the bulk of that, it’ll save you a truckload of money.”

And so, she was using, she told ChatGPT, “Act as if you are my divorce lawyer, ask me a series of questions to be able to fill in all the paperwork,” and she was able to get all the documentation that they needed collated, and saved herself a whole pile of money as part of her divorce, which I thought was quite…

Just quick disclaimer now. Please do not use ChatGPT for legal documents. You’d still need a lawyer to submit all that stuff, but, yeah, it was a real gamechanger for her.

Pete Mockaitis
I also recommended ChatGPT to a friend going through a divorce in terms of like, “I’ve got all these questions I’m supposed to answer,” I was like, “Well, for a first draft, let me show this.” He’s like, “Wow, that’s pretty impressive.” So, that is cool. You say when you’re stuck, I’ve also found it helpful when you’re stuck, when you’re researching and your search engines aren’t getting it done.

And it’s because, well, hey, the sad state of affairs of the internet in terms of searching is that many of the top search results are there very intentionally by companies with a budget who have hired search engine optimization professionals to accomplish that very goal, and they have succeeded. And so, you might not actually be getting the most useful information. It’s just like the most “relevant and authoritative in the eyes of Google” information, and that’s, in many ways, gamed intentionally. And not everywhere, and often it works just the way it should, and so we’re delighted with the result.

But sometimes I found, when I can’t find a product, ChatGPT can find it. Like, “I need to find a car seat that’s super narrow so I can get three across,” and it’s like I’m having a hard time finding that in Google and in Amazon, and then this thing is recommending, ChatGPT is recommending stuff that was not popping up in those searches, like, “Well, that’s very helpful.”

Donna McGeorge
Look, I’m going to catch this with at this point in time, there doesn’t seem to be that kind of product bias. Like, if you pay someone a chunk of money, your products end up being at the top of the list no matter what search criteria is put in there. I would agree. But I’d also say the risk is that we treat it like a search engine because it’s not a search engine. It’s someone you’re having a conversation with.

It’s more like you’ve got someone sitting next to you that you turn around, and go, “Hey, I’m really struggling finding this product, and, clearly, my search string in Google is not working. Can you help me maybe redefine what might be the parameters I need to get Google to work better for me that also bypasses all the paid ads so I can actually get to the product that I need?” and get it to help you craft your Google search right.

Pete Mockaitis
Yeah, it is. I think about it, I read somewhere, it is an intelligence but it’s an alien intelligence, and I thought that was well said. And I like to think of it as my alien intern who has read the whole internet or a good chunk of it, and so it’s like, “You’ve read a lot of stuff, alien intern. What do you think about this?” Alien because it’s got to be different than human, so watch out. And intern because, “Hey, I’m in charge. I am never going to blindly copy/paste what you say. I’m going to, at the very least, read it, and most likely edit, pick and choose, edit heavily.”

Donna McGeorge
Right. What you’ve actually got is an alien intern that has a hangover.

Pete Mockaitis
Oh, yeah.

Donna McGeorge
And so, they’re keen and eager to do the work for you. It’s going to be a bit nonhuman and alien in its form, but you better check it because sometimes it’s just a bit dim on certain days if it’s had a big night the night before.

Pete Mockaitis
Well said. An alien intern with a hangover. We can get some AI to generate art to that effect for us as well. That’s a whole another episode, I guess.

Donna McGeorge
That’s a whole another episode.

Pete Mockaitis
Well, Donna, any final thoughts before we shift gears? Well, first of all, your book is called The ChatGPT Revolution. Got to make sure that title gets in there, right? It sounds like it talks about any sorts of things. Anything, specifically, you want to mention about the book proper?

Donna McGeorge
Only that you can grab it from any reputable online bookselling place, on my website. But, look, I’d say when my publisher approached me to write it, we were like, “Well, what’s the angle we want on it?” So, it’s very much “Get me started, I’m interested.” It’s probably already, in fact, I know this passage in it, it’s already a little bit out of date because the technology is moving very quickly, but it’ll get you started and get you going, and get you interested.

And in terms of, I think you started to say what would be a last message, I think, around this or any kind of last comment I’d say, I would say get interested, get curious, and a saying we have in Australia is just have a crack, have a go at it, go in and try it out, and play with it. Be playful at first, which is why the list of prompts that’ll be in the show notes, are not terribly earth shattering but they’re something to get you going with.

And you can’t break it. It’s not like you can get in there, and go, “Oops, I broke ChatGPT.” The worst that can happen is you just get a somewhat rubbish response, in which case you tell it, “Gee, that was a bit rubbish. Try again from this angle.” So, have a go, have a crack is what I would say.

Pete Mockaitis
All right. Well, now could you share a favorite quote, something you find inspiring?

Donna McGeorge
From David Allen, you mentioned him earlier, “The human mind is for having ideas, not storing them.”

Pete Mockaitis
And a favorite study or experiment or bit of research?

Donna McGeorge
So, Taylor’s study, it’s called the pig iron studies from the late 19th century. I love him. He discovered that you can actually achieve way more if you take plenty of breaks throughout your day.

Pete Mockaitis
And a favorite book?

Donna McGeorge
Apart from my own, I can’t stop thinking about Four Thousand Weeks by Oliver Burkeman. Awesome.

Pete Mockaitis
And what do you love about the book?

Donna McGeorge
Look, it just got me thinking differently about the finite nature of time. And he has a really interesting angle around settling. So, we’re told nearly all our lives, “Don’t settle. You could always go for more.” And his position is, “Well, why wouldn’t you settle and make good with what you’ve got rather than constantly seeking this better job, better relationships, better something?” And I’ve not stopped thinking about that, actually. That’s really got me going.

Pete Mockaitis
All right. And a favorite tool?

Donna McGeorge
I’m afraid I’m going to talk about my own, which comes from one of my books, called The First 2 Hours, which is a way in which I think about how I do my work and how I do my to-do list. There are some things that are better to do in the morning and some that are better to do in the afternoons. So, I’m happy to share a PDF of that tool as well in the show notes if you like.

Pete Mockaitis
Oh, yes, thank you. And a favorite habit?

Donna McGeorge
Early to bed, early to rise. That’s me. I like to get plenty of sleep.

Pete Mockaitis
Absolutely. And is there a favorite nugget you share that really seems to connect and resonate with folks; they quote it back to you often?

Donna McGeorge
Yeah, pay attention to the clock in your body, not the one on the wall.

Pete Mockaitis
All right. And if folks want to learn more or get in touch, where would you point them?

Donna McGeorge
Just my website, DonnaMcGeorge.com. And I’m a shameless self-promoter, you’ll find me on my social media platforms, and my name is a bit unusual, Donna McGeorge.

Pete Mockaitis
Okay. And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Donna McGeorge
Absolutely. It’s a version of something that Sean Patrick Flanery said, which is, “Do something today that your future self will thank you for.”

Pete Mockaitis
All right. Donna, thank you. This has been a treat. I wish you much luck and fun with ChatGPT and all you’re up to.

Donna McGeorge
Thanks, Pete. Great to be on the show. Thanks for having me.

831: How to Manage Multiple Projects without the Overwhelm with Elizabeth Harrin

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Elizabeth Harrin lays out the five critical steps to making the management of multiple projects more manageable.

You’ll Learn:

  1. The easiest way to make managing multiple projects manageable
  2. How to ensure follow through when you’re not the manager
  3. How to strike the right balance between time, cost, and quality

About Elizabeth

Elizabeth Harrin teaches people how to juggle multiple projects so they can meet stakeholders’ expectations without working extra hours. She is a project management practitioner, trainer, mentor and founder of RebelsGuideToPM.com. 

An author of seven project management books, Elizabeth prides herself on her straight-talking, real-world advice for project managers. She uses her twenty years’ experience doing the job to help people deliver better quality results whilst ditching the burnout through her community membership programme, Project Management Rebels.

Resources Mentioned

Elizabeth Harrin Interview Transcript

Pete Mockaitis
Elizabeth, welcome to How to be Awesome at Your Job.

Elizabeth Harrin
Hello. Thank you for having me on the show.

Pete Mockaitis
Well, I’m so excited to dig into your wisdom but, first, I think we need to hear a little bit about your ritual involving the song “Firework.” What’s the story here? 

Elizabeth Harrin
Well, when I go live on a video or something like that, I feel like I need to get into the zone. And having that break between just doing my emails or whatever I was doing before, and focusing on showing up and being present in the moment, I do that with music. So, I play a song and I just got stuck on Katy Perry’s, so I play that to get into the right frame of mind before going live and talking to people.

Pete Mockaitis
Well, “Firework” is actually a really fun tune, and I love the metaphor at the beginning, like, “Do you ever feel like a plastic bag?”

Elizabeth Harrin
Absolutely. Drifting around, isn’t that what every project manager feels like at the beginning of a new piece of work, and you have got no idea what you’re supposed to be doing?

Pete Mockaitis
Oh, Elizabeth, you’re a master of the segue and tying it together. All right. Well, I want to hear a little bit about Managing Multiple Projects. You’ve written the book on it. Could you kick us off with a particularly surprising or counterintuitive or extra-fascinating discovery you’ve made when it comes to managing multiple projects?

Elizabeth Harrin
I think one of the things that surprised me was I did a survey to get some numbers, a bit of research for the book, and most people are managing between two and five projects, and that doesn’t sound like very many, but having to constantly switch between work does create that overhead, and workload is the biggest cause of burnout. So, if you can’t manage that workload effectively and switch between all things you’re juggling, it can be really quite difficult.

And the most surprising thing for me about that survey, and the results I got back when I was interviewing people for the book, was how sad it is that people are feeling so unhappy about the work that they do. And the verbatim comments were, just shocked me that people show up to work, they want to do the best that they can, and they’re not in environments where they can do that.

And I felt that that was something that we need to change in the world because we all need to be happy at work. We spend so much time there, it’s not worth doing things that we don’t enjoy.

Pete Mockaitis
Well, Elizabeth, that is powerful, and thank you for sharing that. That really does connect emotionally in terms of overwhelm, burnout, sadness. When you say verbatim comments, are there a couple that have lodged into your brain and haunt you, that you could share to tee up just what we might be able to escape here?

Elizabeth Harrin
There was a comment from a woman called Kimberly, and she wrote, “I work in a fast-food project management environment that expects a sit-down service.” And I thought, “Don’t we all?” So many people must feel that they’re in environments where you want to do the best quality work you can, and actually it’s got to be a quick turnaround. There has to be speed and shortcuts, and we have to apply all these hacks just to get through the day because we don’t have the time to focus on the people that matter and the work that matters.

And so, that analogy about feeling like you’re in a fast-food environment but all your customers and the work that you want to be able to deliver, you won’t be able to provide this five-star dining service. Does that make sense?

Pete Mockaitis
Absolutely. And it’s really funny, and I have felt both of those work desires. Sometimes it is a blast to just shred through a lot of stuff at medium quality and high speed, and just enjoy the thrill ride, like, “Woohoo! Look at all these things checked off and out the door. That’s really cool.” And other times, you really do want to be, I don’t know, sort of like an artisanal, craftsmanship, bespoke, excellence, maximum beauty, maximum quality, and what’s challenging is often you don’t get to choose.

Elizabeth Harrin
Exactly.

Pete Mockaitis
“That might be your mood but what’s required is this.” And if they require both speed and excellence at the same time, yeah, that’s a tricky one.

Elizabeth Harrin
It’s a tricky one, and people end up working longer hours. That was certainly my experience when I went back to work after maternity leave and was in this situation where I was managing multiple projects myself. My choices were do things less good, to a less quality standard, or work longer hours. And neither of them really appealed to me in terms of wanting to be the best professional that I could be and do good things in my career. So, I had to start rethinking what work meant and how I could work more productively because the tools I had only gave me those two choices, and that wasn’t good enough.

Pete Mockaitis
Well, that’s powerful and it sounds like some of your thoughts made it into your book, Managing Multiple Projects: How Project Managers Can Balance Priorities, Manage Expectations and Increase Productivity. If you could give us the key thesis or big idea behind the book, what is it?

Elizabeth Harrin
I’ve put together a five-part model that helps people break down their work, structure it differently, and then keep all their balls in the air. Although, the thing I would say is that no book will ever tell you there’s a one-size solution that will fit every need, so it’s written very much from a perspective of, “Here’s a ton of different tools and techniques that you could try. Test them out in your work environment. Find what fits your working style,” because everyone is different, aren’t they? And everyone’s work environment is different. But, broadly, with a few tweaks, hopefully, you can make the work a little bit more manageable.

Pete Mockaitis
Well, that sounds exciting. Could you share with us a case study or a particularly inspiring story example of someone who was able to upgrade their managing multiple projects game to see great results?

Elizabeth Harrin
Yes, I can. I do a lot of mentoring as well, so a lot of the people I talk to will pick and choose a couple of different things to apply. I can give you my own example and then I can share some examples from other people. The thing that made the biggest difference for me is the first of those five steps, which is working out what’s in your personal portfolio. So, what was the totality of my workload? Because I had three or four projects that I was managing, but also, I was mentoring my colleagues, I was organizing events at work, I was having to turn up and deputize for my manager at different meetings.

And all the other things, they never really make it into your mental to-do list because they’re the stuff you jot down on a Post It note and you never find the time, really, to put those on a project schedule or anything. They’re just expectations. So, when I had a complete picture of all the things I was responsible for, I then got a big shock about how many hours that actually equated to within a week, and being able to then have an intelligent conversation with my manager, and also to plan my own time, it became a lot easier because I had full visibility.

And I think that’s something that I know from teaching about managing multiple projects, that other people have take away as well, just that realization of all the extra things that we’re expected to do, whether it’s time sheets, or finance reporting, or organizing a party for the end of the year celebrations, whatever it is, all of those things take time away from us being able to deliver the main part of our job, the projects that we’re working on.

Pete Mockaitis
Absolutely. And I’m thinking about mandatory trainings, I’m thinking about the sort of meetings, I’m thinking about email. Email is tricky because, on the one hand, are these emails about your projects. Well, then I guess, in a way, that time might get counted. Or, are the emails about everything else from the CFO and the CEO and this and that cross-functional group here and there.

Elizabeth Harrin
Yes, team meetings, briefing your colleagues, all that kind of stuff. So, that personal portfolio step was really helpful for me. And one of the other things that I talk about in the book is dependency management. So, how do you work out how your work interacts with other people’s work, and how each of your projects interact with each other?

And I can tell you about Robert, who told me that once he’d planned out those different dependencies between his workload, he felt that he already knew that in his head. But having plotted it out and writing it down in a matrix, he could then use that as a communication tool to help other people in the department understand how their work impacted other people.

And that was valuable then because he could use that to help people talk about, “When does their work need to be done? What’s going to happen if it’s late? This is the implications for these people or this team or that project.” And they could talk about how they could help each other, make sure all of those expectations were met.

Pete Mockaitis
Oh, lovely. That is handy. And so, just like a snazzy chart graph, flowchart, bit of graphical loveliness?

Elizabeth Harrin
You could do it that way. I just wrote it in a spreadsheet. I’m very good at simple things. So, the spreadsheet is a list of all my projects, a list of all my other responsibilities, a list of the way that my work interacts with other people’s work. The way that we did the dependency matrix was we had a list of projects down the side, and then a list of the same projects across the top.

And where they met, we could say, “Well, does this project have anything to do with that? Does this piece of work have anything to do with that team?” And you could sort of write in the box, “Yes, we need to be aware of this,” or, “Yes, we have to do that before this one.”

Pete Mockaitis
Beautiful. Okay. Well, those are handy right off the bat. And could you share, when it comes to managing multiple projects, there are many books and works and tools and trainings on project management, and your corner of the project management universe, managing multiple projects, is distinctive. Can you share with us, what are some of the key differences, distinctions about the game when you’re managing multiple projects versus one super project?

Elizabeth Harrin
I think the biggest challenge for me is having different stakeholders, more stakeholders. If you’re managing a big gigantic project and it’s taking up all of your workload, then you’ve probably got quite good relationships with the people that you work with because you’re with them every day, working with them every day. The team might be large, and I’m not saying there’s not a lot of people and relationships to manage, but there’s one common goal that you’re all working towards, which is delivering the project, and you’ve probably got experience of working with them on a regular basis.

Now, let’s say you’re managing four projects. That’s four potentially quite separate, different teams, each of who want a piece of you at some point in the week, and you’ve got to switch between managing their expectations about how important their work is because not all projects are the same level of importance. Someone has to work on the stuff that’s low importance. And it might be that someone wants more of your time than you can actually give because you’ve got other things to do in your week as well.

So, I think those relationships are probably the hardest thing and the most different thing about managing multiple strands of work rather than just managing one. And that could be managing four different clients. If you’re in a client-facing role, maybe you’ve got four different clients, maybe you’ve got four different internal projects but, ultimately, the more people you have to work with, the harder, I think, the job becomes.

Pete Mockaitis
Okay. Well, then, now could you share with us, you mentioned at the very beginning that burnout, sadness, overwhelm stuff, do you have any strategies, specifically, that are targeted toward the internal game, our emotional landscape?

Elizabeth Harrin
I would say having boundaries is probably the most important thing because often, when people give us work to do, there is the expectation that we have the time to do it. And because we are good employees, and we don’t want to rock the boat, we say, “Yes, of course, I can take on that extra piece of work. When would you like it done by?”

And I think having mental boundaries around, “How do you accept new pieces of work when it’s within your gift to be able to do that?” Are you going to make the point about saying, “Well, I can do this but it will mean I’ll have to stop doing something else. I can do this but not by tomorrow because I’m working on something else. I can get it to you by Friday. Is that okay?”

And having that kind of sense of protecting your own time and your own mental health so that you’re not saying, “Yes, I can do everything, of course. Just lay it on me, and I’m just going to stay up till midnight and be at my keyboard all night.” By being aware of what your own limitations are and how many hours you’ve got available, what else you’ve got going on, planning out the next couple of weeks, you can start to think about, “If I say yes to this, and I have to because my boss is asking,” let’s be honest, you haven’t really got a lot of choice, “How can I make this fit? Whatever help do I need? How can I have that conversation?” And I tend to default to the, “I can do this, and this is when I can get it to you.”

There’s another tool that I can share, if you like.

Pete Mockaitis
Yes, please do.

Elizabeth Harrin
One of the things that has helped me has been the two-week look ahead. So, I will take a point in the week where I’ll look at what’s coming up in the next fortnight with the team, to say, “Okay, what do we know about the next two weeks? Who’s got holiday? When have we got big meetings that we need to prepare for? What deadlines do we have?” and then nothing really surprises you, or you’ve built in a little bit of time to be aware of the things that are coming up, so if you do get a surprise, it doesn’t throw your whole schedule off because you’ve already built in some resilience for what you know is coming up.

That’s been really helpful for me because it also means that I can look ahead in terms of just how busy I’m going to be. So, you talked about protecting yourself and being mentally ready to be busy and juggle all these things. If I know I’ve got another week coming up in the future and it’s very busy, lots of big meetings, high stress, I can prepare for that because I can make sure that I’ve got things for the children’s lunchboxes in the freezer, I can make sure I’ve got childcare organized, I can make sure I’m not booking any late-night social events for me that week.

Or, if I am, I’m planning the next morning so that that’s easy. And so, I’m trying to holistically look at work is coming up and what that affects me, how that affects me personally so that I can be more prepared to show up ready to work.

Pete Mockaitis
That’s lovely. Okay. Well, let’s dig into your five key concepts. They each start with P, which is handy to remember: portfolio, plan, people, productivity, positioning. We’ve already gotten a couple tidbits for each. Could you perhaps give us a quick definition or articulation of the concepts, and then perhaps a top do and don’t within each of the five?

Elizabeth Harrin
Okay. With portfolio, I talk about having full visibility of the work that you’ve got on the go at the moment and the things that you’re responsible for. So, my top tip for that is just to take an hour, perhaps even less, and just look through whatever notetaking tool you use or your notebook or the notes you’ve got on your phone, and try and write down everything that you are currently working on, looking at how much time does that need to take per week.

And I know working out hours is very difficult, so what you might want to do is just think, “It’s a big thing, a medium thing, a small thing. That’s good enough for this exercise.” And then that’s the portfolio piece done. It gives you a good sense of what’s going on. The thing not to do is to keep that information to yourself. Use that as a talking point tool with your manager and with your team to say, “Look at all these things I’ve got on the go. Can you help me prioritize so that I’m focusing more of my time on the things that really matter to the organization?”

The plan step is about scheduling, working out when you’re available to do things, and the tip I have for that is to look at all the different projects you’re working on, and then look at where they’ve got their big milestones, when are they going live, or when do you have a big meeting about them, and then plot those on – again, I did it on a spreadsheet – because then you can start to see, “Oh, project number one and project number four have very similar schedules.”

“Maybe we could work on them together and maybe there are some benefits in looking at how we can streamline and combine the work, if it makes sense to do so, so that we’re not doing everything twice.” With that you’re going to need help from other people. So, again, the tip not to do is to try and do that alone. Other people will have a different insight about what’s important and what’s coming up on a project schedule, so it’s worth involving the rest of the team in your planning.

The people element of the model is all around working with others, as you guess from the name, and that is to do with thinking through how you use other people’s time. So, my suggestion there, if I have to give you one thing, would be to look at where you can combine meetings. And I can tell you about a time I did not do this.

I went along to a meeting with my project sponsor, my main manager I was working with on that piece of work, and I was all ready to talk about one project, but he was also involved in another project, and he asked me questions about that one and I wasn’t ready to talk about that, I didn’t have any of my notes, so I baffled, made episode, went along, and got through it. But it made me think, actually, other people are working on multiple things, too.

And to them, they might have multiple things they want to ask you about, so let’s try and combine the communication so that we’re only contacting people once rather than contacting them multiple time about each different thing that you’re involved with because you then help them manage their time as well.

With productivity, which is the fourth P, it’s really around managing your own time, thinking through what works for you, what productivity tools and techniques you want to use, and how you can help other people in your team be productive as well. The thing not to do with that is to get sucked into the latest shiny tool or what’s working for your colleagues because, in my experience, everybody has quite different ways of working to the best of their ability.

For me, I’m very much a pen-and-paper person. I do use electronic tools for project scheduling and task management and all that, but I always have pen and paper as well. Whereas, I know people who would never write anything down. So, you need to find out what works best for you and then use that in the way that you work.

Positioning is the last P. It’s also the one that’s the most convoluted because I kind of have to find the P that fit it, but it’s more around, “How do you set yourself up for success? So, what does the environment look like?” So, this is all around checklists and templates and processes, and what can you change in your environment to make life easier for future you.

So, one very simple thing to do would be to think through, “What do I do on a regular basis? How much time do I spend thinking about that? Would it be easier if I just had a checklist or a work construction or something like that? Then, if I’m not here, someone else can do it, but, equally, when I need to do it, I can make sure I just wheeze through it. I don’t have to worry about any of those steps.”

And I wonder if this is part of me getting older, but I used to be able to hold a list of things in my head. Now, I struggle more to think about the different steps involved in every process and making sure that nothing gets forgotten. So, anything that can be written down and templated just saves you time in the future.

Pete Mockaitis
And when it comes to the holding in the head, I’ve really noticed that. It’s a little bit of a stressor in terms of, I guess, maybe the psychologists would call it our working memory capacity. That might not be right construct but something like that in terms of there are so many things we can put there, and then when we try to push it for more, I actually feel sort of stress signals popping up.

And so, what I find interesting is if there is a task that is already somewhat stressful, or I’d be prone to procrastinate on because I’m worried I might screw something up or overlook something, make a mistake, or it’s just unpleasant for any number of reasons, having that checklist in place is very satisfying because it’s like I can free up all the potential stress associated with thinking and remembering the steps because they’re just there, and I can feel a little bit of fun momentum associated with, “Okay, I checked this piece of a checklist. It only took 30 seconds but I did it, and it’s checked. And now momentum is there visibly on the page before my eyes.”

Elizabeth Harrin
Exactly. Who doesn’t love ticking a box on a spreadsheet, right, to say it’s done, cross off that task on your to-do list? Project managers love that kind of stuff. And it’s exactly true, and it gives you a better-quality result because you’re not going to forget things. You’re going to go through a set of steps. And, honestly, the first time I did it, my checklist was a bit rubbish, and as I went through the actual task, I went, “All right, I have to do that as well. Oh, I’ve forgotten to involve that person.” So, you just add it on and it becomes checklist version 2.0, and you keep improving and iterating as you go. But the next time you have to do that, you don’t have to think so hard.

Pete Mockaitis
Beautiful. Okay. Well, now just a couple follow-up questions across some of these five Ps. I’ve had the experience, and apparently there are some psychological truths or principles that suggest that we humans have a real hard time, in fact, estimating how long something is going to take. Is that your experience? And what can be done about this challenge?

Elizabeth Harrin
Yes, that’s very much my experience. It’s really hard to estimate. And a lot of what we do is knowledge work where we’re thinking of things or changing something, and we probably haven’t done that before, so you don’t even have past projects where you can go back and say, “When we did it the last time, it took us this long, so, therefore, we can just use those estimates.”

Sometimes that’s because organizations don’t really capture the data in a format we can go back and use again but, also, it’s because people suffer from optimism bias. And when we think, “Oh, yeah, we can do that in four hours,” meanwhile forgetting about the fact that we all need toilet breaks in the day, and to take calls, and to check our emails, and to turn up and do other things.

So, my suggestion for people who are struggling with estimating is to think about how many hours you’ve got in the day, and then to schedule yourself and other people in your team, or have conversations with other people about what’s realistic for them to do, but only think of yourself as available 80% of your time because that then gives you time for those team meetings, the mandatory training we talked about earlier, and taking phone calls on things that are completely unrelated but still relevant to your job, and then you’ve got a bit of a buffer in your day.

The other big challenge with estimating is that people often approach estimating, thinking that they’re only doing this one thing, whereas, in real life, we’re probably juggling multiple different strands of activity or many projects, and switching between projects also cause us some time. So, time blocking has helped me.

Blocking out some time, a few hours to work on a particular thing, or an afternoon to do a particular type of task, and talking to our colleagues about best ways to get things done, what productivity techniques work for them, how do they organize their time, when have they got holidays coming up that they might need to do more things beforehand to hand over, and that might make them less available for your project because they’re supporting something else is just a lot about talking.

And I think contingency as well. Do you think that would be useful?

Pete Mockaitis
Yeah.

Elizabeth Harrin
Yeah, contingency is a buffer time. People often ask me, “But how much contingency should I add to this estimate?” or, “I think this task is going to take five days, but what’s reasonable contingency?” And I tend to, “Contingency should be something that’s based on uncertainty.” So, if you’re not really sure and you’re just guessing, you want to slack on a bit of extra time. Quite a lot probably if you just don’t have the information to make an accurate guess at the moment. But if you’ve done the work before, or you’re quite confident in how long things are going to take, you could probably get away without adding a lot less extra time.

Pete Mockaitis
I hear you. That makes sense in terms of the variable driving whether you want to add more or less contingency is uncertainty because we just don’t know, so let’s play it safe by having some more in a high-uncertainty zone. So, let’s say that the uncertainty is small, you’ve done it before, but it’s a little different. Do you have a go-to percentage that you utilize?

Elizabeth Harrin
I like 10%, I would add 10% extra on. There are lots of estimating models, so if your organization is quite mature in the way that they approach time tracking and estimating, then there’s a lot better ways to do it than just to add on 10%. But if you are just working on something yourself without an awful lot of other guidance from a project management office or anything like that, then give yourself a bit of a buffer, and 10% seems to cover most scenarios.

Pete Mockaitis
Okay. And when it comes to the people side of things, when you’re in the tricky position of having to lead without the authority, like you own the project but you don’t own the employees, you have to do the stuff to make that proceed, it could be a tricky spot to be in. Do you have any top tips beyond being considerate in leveraging their time, of being extra influential, persuasive, to have people to say yes, and, in fact, follow through with their stuff?

Elizabeth Harrin
In my experience, I think it helps to tell people…well, to not tell people, to invite people to participate and explain the reasons behind why their participation is valuable. People like to do things because there’s a reason behind, not just because they’d been asked. So, the great thing about projects is that often there’s a change or a benefit that’s coming at the end of the work. Projects sometimes have bad outcomes, like, “We’re closing down an office, so we’re making your department redundant,” or something like that.

But, often, we’re trying to do something that will be beneficial for the organization and bring about something that’s good. So, if you can tie their contribution into the vision, or the bigger picture of why we’re doing the work in the first place, they can draw those lines and make the connection between how their contribution matters. That can be quite a powerful way of helping people to feel motivated about doing the work in the first place.

The other thing that works is allowing them to set their own deadlines. So, if you go to somebody, and say, “I need this by Tuesday,” their instant reaction might be, “Oh, I can’t do that. You can’t tell me what to do.” Whereas, if you can say, “We need this piece of work done, and your boss has suggested that you’re the right person to do it. How do you think…how much time do you think this might take?”

Obviously, this is not a conversation you’d have in three sentences, but you’d sit with them and explain what the requirements are and help them see the bigger picture of the project as well. And people can then say, “Well, if I need to involve this person and do this and work with that, then I think I could probably get that done by a week on Tuesday.” And that’s the date that goes in your project plan.

One of the biggest mistakes that people make when they’re trying to do projects is they make up all the deadlines themselves. In fact, I’ve sat in a room with senior managers, and they’ve drawn out a project plan on a whiteboard, and said, “Right, that’s what we’re going to do.” And I thought, “But none of the people who are actually doing the thing are in the room.”

Pete Mockaitis
Yeah, “You don’t know what it takes.”

Elizabeth Harrin
“You just don’t know. Why are you making this stuff up?” And then, of course, you just caused delays later because you’ve set expectations that are unmanageable. So, using other people’s expertise, and tapping into what they know, and trusting them to suggest the right timeframes can help. And I feel I’ve gone off the question now. Did I answer the question?

Pete Mockaitis
Well, no, it’s all juicy stuff in terms of you cast the vision for, “Okay, this is how things can be better when the project is done and how you’re contributing to that.” But the deadline-setting stuff, I think, is handy in terms of thinking like there might be a date by which it’s extra valuable to have this done, like, before the tradeshow, or the big meeting, or the big conference. So, that’s, I guess, would be nice to have it done, and executives can determine that.

However, I’m thinking about this is maybe the first project management lesson I learned I thought that was really useful – was it the triangle? You can probably describe it better, Elizabeth, than I can. What’s the time management or the project management triangle?

Elizabeth Harrin
We talk about the iron triangle, the triangle of constraints, of balancing time, cost, and quality. Although, the thought process behind that has moved on a bit now, and we don’t just use time, cost, and quality as a measure of success. But in terms of talking to your stakeholders, your colleagues, and your project sponsor, and your boss, it is really helpful because you can say, “Well, I can deliver to this level of quality, and it will cost this much and take this long.”

And then they could say, “But I want it faster. I can’t spend that much money. I want it cheaper.” And then you can adjust the corners of the triangle, and say, “Well, if we want it cheaper, it will have to be less quality, or maybe it will take longer because we’ll use cheaper resources to do it. Or, if you want it to take less time, it’ll probably cost more because we’ll throw more resources at it. We might be able to maintain quality but we might have to take a few things out of the project scope and maybe add those in as a phase two later, but then we’ll hit the deadline.”

So, it’s about balancing all these different success criteria. And that’s a really helpful point that you’ve put out there because you need to know what people feel is important, and maybe it’s the deadline, maybe it’s, “Do what you need to do but get it done by the tradeshow.” I worked in healthcare, and I was on a project once, and people didn’t really care about when it got done. Well, that’s not true. They did care when it got done, but what was most important was that when it was delivered, it was good quality.

Elizabeth Harrin
And if that took a couple of extra weeks, then a couple of extra weeks didn’t really matter in the grand scheme of things. They just needed it to be good. So, some people will say the date is important. Some people will say, “You’ve got a ceiling on this much money that you can spend,” or, “This quality criteria has to be met,” or it might be something like sustainability, customer satisfaction, or some other kind of measure that they think is important. And if you know that, then you can make all of your decisions based around, “How do we get to that?”

Pete Mockaitis
Yeah, that is powerful to see what is the priority there. And when you say quality, I think my own synonym for quality is how much good stuff, in terms of we can have more…it’s almost two dimensions, like a scope thing in terms of how excellent is the thing and how many of the things are there. Like, if we’re doing a bunch of home renovations, it’s like, “Okay, you want 30 updates across the kitchen and the bathrooms and whatever. And so, we can sort of do fewer of those updates, or those updates could be chintzier, or we’re going to have to have more people working on it, contractors, etc. which will come with the paying for it, or we just take more time to do it.”

So, I think that has been handy for me as I think through stuff, and I get stressed out, like, “Uh-oh, how on earth….?” This feels bad to say but I guess it’s real and something has to give somewhere or else we will be those sad, burnt out, overwhelmed people, is that usually what I sacrifice is quality. It’s like, “All right, well, it’s going to be worse.” But because my quality expectations are usually so insane, we sent you a microphone, so I’m told that no one else does that, and I thought, “Oh, really? They probably should,” but whatever.

So, I’m able to back it up, it’s like, “Okay. Well, we’re just going to allow that, and it’s good enough for 98% of the people who are encountering this thing that I’m making, and I’m just going to have to take a breath and live with it, and that’s fine.”

Elizabeth Harrin
And that’s very much the case at work, isn’t it? There are some things that you absolutely have to get perfect. And if you’re a lawyer writing a contract, you can’t just go, “Oh, well, it’s 80% good enough.” Your client is not going to live with that. But if you’re drafting an internal document just for review to brief your colleagues on something, you know, I prefer not to send out things with typos, but if something did slip through, no one is going to die. It will be fine.

And if it means that you get it out the door at 5:00 o’clock, and you go home on time, and you have a life instead of sitting there stressing about every full stop, and staying at your keyboard till 7:00, because I guarantee that half the people who read that document won’t even notice whether a full stop is there or not. 

Pete Mockaitis
I really like what you said there about no one is going to die, and that is a perspective I’ve come to again and again, because it’s true. There are some things in healthcare, in transportation, in military, police, and other fields where it truly is life and death. The quality of your work will make that impact. And many other times in the land of spreadsheets and memos, it’s usually not.

And so, I find that quite comforting if I’m getting a little bit too worked up about something, is to recall that no one will die no matter how horrible an episode we produce, Elizabeth, although you’re doing great. So, that’s cool. Well, now tell me, Elizabeth, anything else you really want to make sure to mention before we shift gears and hear about some of your favorite things?

Elizabeth Harrin
Something that you can do to start managing your multiple projects more effectively is to think about how you can group them into different buckets. So, if you do a couple of things for one client, or you’re leading on a couple of initiatives for one particular department, how can you bring those things together to streamline the communication, try and have meetings where you cover multiple things in one go instead of scheduling lots of meetings about the same thing?

So, looking for connections between the work you do can make it feel a lot less overwhelming. If you’ve got 15 things on the go, for example, that’s 15 things you have to think about. But if you can put them into buckets, and you’ve got five things in each bucket, then you’ve only got three things to think about, and it could be around the solution that you’re building, the person you’re doing it for, the type of technology that’s in use, the date it’s got to be finished by. It could be anything. But if you can group the work, I found in people I worked with have found that it relieves some of the overload because it gives you a way to think about things at the next level up.

Pete Mockaitis
All right. Thank you. Well, now, could you share a favorite quote, something you find inspiring?

Elizabeth Harrin
The quote that I have on my wall is from Francine Jay, and it says, “My goal is no longer to get more done, but rather to have less to do.”

Pete Mockaitis
And a favorite study or experiment or bit of research?

Elizabeth Harrin
I like the copy machine study by Ellen Langer, which is about providing a reason for why we want people to take action. When people know there’s a reason, they’re more likely to do the action that we want. 

Pete Mockaitis
And how about a favorite book?

Elizabeth Harrin
If I was on an island, I’d be taking Les Miserables. I really love that book by Victor Hugo. If I was choosing a business book, I’d choose Emotional Intelligence for Project Managers by Anthony Mersino, which really changed the way that I look at our profession.

Pete Mockaitis
All right. And a favorite tool, something you use to be awesome at your job?

Elizabeth Harrin
I use a tool called Infinity for task management, and a Maltron keyboard to help me type more easily.

Pete Mockaitis
Okay. All right. That’s cool. And a favorite habit, something you do to be awesome at your job?

Elizabeth Harrin
I do Pilates once a week. I think I need to have that time just to be focused on me.

Pete Mockaitis
All right. And is there a key nugget you share that really seems to connect and resonate with readers and listeners, and they say, “Yes, Elizabeth, you’re so right when you said this”?

Elizabeth Harrin
Maybe communicate more than you think you have to.

Pete Mockaitis
All right. And if folks want to learn more or get in touch, where would you point them?

Elizabeth Harrin
You can find me on LinkedIn and on all the normal social media channels. And you can find out more about project management at my blog, RebelsGuidetoPM.com.

Pete Mockaitis
And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Elizabeth Harrin
I would say to remember that it’s easier to ask for forgiveness than permission. So, if you want to just organize your work in a different way, just do it. Most managers want action and results, and they don’t really mind how you get there, as long as you get there.

Pete Mockaitis
All right. Elizabeth, thank you. This has been a treat. I wish you much luck with all your projects.

Elizabeth Harrin
Thank you for having me on the show.