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IT Redux Copyright © 2008, Monolab, Inc. All Rights Reserved. Extreme Productivity Seminar Palo Alto, CA — March 28, 2008

Extreme Productivity Seminar

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Slides used for the first Extreme Productivity Seminar organized by IT|Redux. For more information about the seminar, please visit www.itredux.com.

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Page 1: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Extreme Productivity Seminar

Palo Alto, CA — March 28, 2008

Page 2: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Agenda

8:30 AM Coffee and Setup

9:00 AM Introduction to the Extreme Productivity System

9:30 AM Extreme Productivity Process

10:00 AM Rationale for Google Apps and Salesforce.com

10:30 AM Coffee Break and Final Setup

11:00 AMIntroduction to Google Apps and Salesforce.com

11:30 AM

12:00 PM

Lunch (served at the Quattro Restaurant, complimentary of IT|Redux)12:30 PM

13:00 PM

13:30 PM Management of Contacts with LinkedIn

14:00 PMSetup of the ‘Project’ Custom Object in Salesforce.com

14:30 PM

15:00 PM Coffee Break and Additional Customization

15:30 PM Management of Assets, Documents, and Travels

16:00 PM Extreme Productivity Gear

16:30 PM Open Discussions

17:00 PM

Drinks17:30 PM

18:00 PM

Page 3: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

A Year in the Life...

Manage 74 projectsComplete 567 tasksRun a 35 people companyRaise new round of fundingOpen 5 local sales officesAdvise 12 startup companiesTravel 107,134 milesLog 48 flights as pilot in commandGet IFR ratingGet Cirrus SR22 type ratingGet mountain flying endorsementBuy first houseGet first child

While...

Never missing a mealSleeping 9 hours every nightWatching 5 movies every week

And still asking for more...

Currently managing:5,347 accounts14,141 contacts253 projects584 tasks

Page 4: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Credits

Page 5: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Extreme Productivity Process

Analyze NewInbox Item

Actionable?

CheckCompletion

AssignFirst Task

AssignNext Tasks

RequiredActions

Yes

Valuable?No

StoreYes

TrashNo

CompleteTask

Self < 2’

Self AssignTask

Self > 2’

DelegateTaskOther

CreateProjectMultiple

Interrupt

Receive NewInbox Item

Optional

Page 6: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Google: The Empty Inbox

Page 7: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Salesforce.com: Context & Actions

Contact

Ismael Ghalimi

Account

EP Partners

1

0..*

Campaign

EP Seminar

1

0..*

Task

Rent Room

0..1

0..*

Page 8: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

The (other) Force

Page 9: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Custom Objects in Salesforce.com

Page 10: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

A Day in the Life...

Morning Checklist

✓ Review Today's Events✓ Review Today's Tasks✓ Read Blog Posts✓ Accept LinkedIn Invitations

Meeting Checklist

✓ Prepare Agenda (Before)✓ Send Follow-up Emails (After)✓ Create Follow-up Tasks (After)

Evening Checklist

✓ Send Follow-up Emails✓ Create Follow-up Tasks✓ Complete Today's Tasks✓ Review Tomorrow's Events✓ Review Tomorrow's Tasks✓ Read Blog Posts✓ Accept LinkedIn Invitations

Page 11: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Managing Meetings

Page 12: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Managing Contacts with LinkedIn

Develop complete profileInvite all contactsForward introductions diligentlyAccept relevant invitationsSend few messagesIgnore questionsKeep Inbox empty

More networking tips...

Page 13: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Managing Projects

Page 14: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Managing Assets

Page 15: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Managing Documents

Page 16: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Managing Travels

Page 17: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Extreme Productivity Gear

Apple iPhoneBest Smartphone$399

Apple MacBook AirBest Laptop for Meetings$1,799

Sony VAIO TZ298N/XCBest Laptop for Travels$3,699

Apple Cinema Display 30”Best LCD Display$1,799

XEROX Phaser 6180MFPBest Color Laser All-in-One$899

GTD Trifold NoteTaker WalletBest Personal Analog Assistant$99

Page 18: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Next Steps

iPhone Integration

Free-Busy Calendar Publishing

Google Calendar Integration

Google Apps Integration

Delegated Task Management

Resource Allocation for Project Management

Email Processing Automation

Meeting Scheduling Facilitation

Page 19: Extreme Productivity Seminar

IT Redux

Copyright © 2008, Monolab, Inc. All Rights Reserved.

Thank you!

www.itredux.com