Mastering Work-Life Balance: How to Set and Prioritize Personal and Professional Goals with Priority

0.36s uh thank you so much for being here
1.44s today my name is hawin I'm co-founder of
3.72s affluence the company behind pry Matrix
6.52s today's webinar is on mastering your
8.28s work life balance how to set and
10.36s prioritize personal and profession
12.00s professional goals with pry Matrix um my
14.28s goals are pretty simple so um let me
23.12s here one uh I want to help you
26.20s understand the importance of work life
27.44s balance and then understand the
29.32s principles and benefit of What's called
31.12s the Eisenhower Matrix and then how to
33.48s use pry Matrix to set personal and
35.44s professional goals and then how to use
37.48s PR Matrix to achieve those personal and
39.72s professional goals uh one of the things
41.44s I do want to mention is that this
42.76s webinar is recorded and so we'll be
44.56s sharing the recording with everyone
46.52s afterwards and at the same time there's
48.84s a chat section so if you have any
50.72s questions whatsoever during the webinar
52.96s please send them there and I'd be happy
55.20s uh to address them after my presentation
57.84s and product demo
1:2.44 so let's talk about the importance of
1:3.88 work life balance um I think you know
1:6.92 one of the things we have to understand
1:8.16 is what happens when you don't have work
1:9.68 life balance and I speak a little bit
1:11.08 from experience of course I've talked to
1:12.84 thousands of customers over the years um
1:15.00 and I've seen all sorts of scenarios but
1:17.52 for me from a personal perspective what
1:20.24 happens when I lose my work life balance
1:22.32 is that I actually get really stressed
1:23.80 out it is just absolutely amazing and
1:26.08 and one thing that's so interesting is
1:28.12 that it's not necessary related to the
1:30.92 amount of work you have it's just the
1:33.16 feeling of losing balance and so you
1:36.00 feel that you're not moving forward that
1:37.92 as in you're working on things but it's
1:39.36 not making a difference and then at the
1:41.20 same time there's a lack of
1:43.00 fulfillment on the contrary when you do
1:46.12 achieve that work life balance I think
1:48.04 you feel that sense of fulfillment as if
1:49.96 you're working on something that matters
1:52.12 and then as a consequence you're just
1:54.08 more psychologically um situated where
1:56.68 you can actually build better
1:57.76 relationships and then lastly if you're
2:0.28 actually having everything aligned
2:1.92 together you can actually achieve your
2:3.60 goals much more
2:5.56 successfully of course one of the things
2:7.32 I want to bring up um that's not to be
2:9.64 taken for granted is that you guys the
2:12.12 the people who are here today during
2:13.64 this webinar and the people who are
2:14.76 listening to this webinar afterwards the
2:16.72 people who are seeking to achieve work
2:18.88 life balance tend to be the people who
2:21.96 are extremely proactive who want to do
2:24.40 better and who are go-getters in the
2:26.56 first place um therefore I think it's
2:29.08 never a down how much work it is that
2:31.72 we're doing it's how do we actually
2:34.08 align everything together so we're
2:35.92 actually rowing in the same direction
2:38.32 and you can obviously think about the
2:40.08 analogy of a robo um and you have you
2:42.64 know multiple forces that's pushing on
2:44.28 you if everything goes in the same
2:47.24 direction then you're actually moving
2:49.00 forward so much more effectively and
2:51.64 that's what I think work life balance is
2:53.36 all about which means you feel that
2:55.28 you're actually able to achieve
2:57.08 everything you want to achieve because
2:58.60 you have that alignment
3:1.72 one of the things I want to highlight is
3:3.36 the biggest myth that um work life
3:7.08 balance means doing less work and I
3:9.60 think this you know many people bring
3:11.20 this up where you know they're working
3:13.16 too hard therefore you should have
3:15.00 worked Less in order to achieve that
3:16.56 work life balance and I think that's the
3:18.96 wrong way to think about it instead you
3:21.20 should look at work life balance means
3:23.60 that you're feeling feeling fulfilled
3:25.92 because you're working on the right
3:27.48 things at the right time and this is um
3:30.40 to me again on a personal level I've
3:32.96 been through extreme cases where I'm
3:35.84 working super hard on everything and yet
3:39.04 at the same time I feel like I'm
3:41.12 balanced and then similarly there are
3:43.48 times when I'm not productive but I feel
3:46.00 so off-balance and I feel like I'm not
3:48.04 getting anything done I'm stressed out
3:50.60 um and because of that you know my my
3:53.32 life balance is is not there so I do
3:56.32 want to bring up this myth because I
3:58.44 think that you know so many people just
4:0.28 look for easy ways out and like you know
4:2.24 what I'm going to step back I'm going to
4:3.52 do less and I'll achieve that balance
4:5.52 and in my opinion the answer is no you
4:7.20 can actually be at 100% across the board
4:11.24 in all directions and you'll feel good
4:14.12 if you're pushing the effort onto the
4:16.80 right task and so um all this boils down
4:19.76 to is the concept of prioritization
4:22.76 right and that is why uh you know this
4:24.68 is tied to party Matrix the software
4:26.60 that our company works on simply because
4:28.72 party Matrix is all all around helping
4:31.24 you understand what is it that you need
4:32.80 to work on and I think that's the
4:35.72 key so if um you're not familiar already
4:39.52 pry Matrix is a comprehensive email
4:41.32 priority and project management software
4:43.52 that helps at three levels at the
4:45.20 individual level which is for all of us
4:47.32 it helps you prioritize your most
4:48.72 important task in emails um and I think
4:50.92 that's where just understanding where is
4:52.56 it that I'm spending my time where is it
4:54.20 that I'm spending my effort what are the
4:55.96 things I need to work on and what are
4:57.48 the things I do not need to work on and
4:59.80 then at the team level it's about
5:1.60 creating the alignment not just for you
5:3.76 but across other team members within
5:6.20 your direct um cohort so you know the if
5:10.84 you're a manager the people you manage
5:12.64 if you're an individual contributor it's
5:14.96 with your manager and then your your
5:16.68 team members and so similarly if you
5:18.96 think about how you're putting your
5:20.20 effort together and instead of just
5:22.36 looking at you know your effort on your
5:24.24 own and you're working towards your
5:25.84 goals if everyone's actually working
5:27.92 towards that team goals you can actually
5:30.64 move yourself forward so much more
5:32.28 effectively and so much more efficiently
5:33.64 how many times have you seen you know
5:35.84 people you know half the people working
5:37.28 on one thing and half people working on
5:38.76 something else and they're actually
5:40.16 opposing each other and I think that's
5:41.96 the O we got to overcome those
5:44.20 forces and then lastly party Matrix
5:46.52 Works across entire organizations to
5:48.64 create a single source of Truth for more
5:50.28 efficient and more effective
5:51.48 prioritization I do want to mention that
5:53.68 this webinar is not necessar about not
5:56.36 necessarily about party Matrix um you
5:58.48 can achieve a lot of the things that I
6:0.08 talk about with any software and in
6:2.28 reality it's not the software that's
6:4.32 important it's your mindset it's how
6:6.48 you're thinking about it it's how um
6:8.64 you're approaching it on the day-to-day
6:10.44 basis and so you could be doing
6:12.40 everything that I talk about here today
6:13.88 on a piece of paper um in fact you know
6:16.20 for me personally I use per Matrix every
6:18.56 single day yet at the same time I also
6:21.00 have my trusty notebook that I write on
6:23.88 and I also have just you know a document
6:26.00 that I work on and so it's again just
6:28.92 about finding that balance and so I
6:30.76 would never judge any of you e whether
6:33.08 or not you use P
6:34.88 Matrix now one of the things that I want
6:37.24 to talk about first is the concept of
6:39.48 the Eisenhower Matrix and so there's a
6:41.60 famous quote attributed to former
6:43.36 President Eisenhower what is important
6:45.76 is seldom urgent and what is urgent is
6:47.52 seldom important and so what I really
6:49.96 like about this quote is it helps us
6:52.32 understand the dimensions of all the
6:55.12 things that we tend to work on so what
6:59.04 this is really saying is that you know
7:1.28 if you start your day and suddenly
7:2.96 there's a a lot of different things
7:4.44 that's coming at you say hey you got to
7:5.80 do this you got to do this you got to do
7:7.08 this those are the urgent things right
7:9.12 and so what this is saying is that those
7:10.92 urgent things are soundly important
7:13.48 they're not and so they're just actually
7:15.36 distractions they're pulling you away
7:17.56 because they're um you know the the last
7:19.72 thing that was on your manager's mind or
7:21.72 the last thing that was on your your
7:23.16 customer's mind and yes you you need to
7:26.16 work on them because you know they're
7:27.80 asking you for all this stuff but the
7:29.72 same time the question you have to ask
7:31.28 is does it help me move forward with my
7:33.68 own goals right so let me give you an
7:36.24 example um obviously you know at our
7:38.44 company we get a lot of customer
7:40.72 inquiries uh you know over I look at the
7:42.52 record we have more than a 100,000
7:44.92 customers inquiries over the years and
7:47.00 so when you look at that we get all
7:48.84 these feature requests from customers
7:51.16 are they urgent absolutely because
7:53.48 someone will say hey I need this right
7:55.20 now and you know that's the last message
7:57.24 that comes in now is it the most
7:59.52 important generally not the most
8:1.76 important um messages are the the
8:5.08 concepts and the ideas that actually if
8:6.88 we Implement would benefit the entire
8:9.16 customer base and so those are the
8:11.28 things that we should really be pushing
8:13.00 our effort on and pushing the boundaries
8:15.56 on with respect to our product but again
8:17.72 the urgent things are the one that
8:19.16 captures your
8:20.36 attention so the the best way to look at
8:23.96 this from an exercise standpoint um is
8:26.60 take all the things that you have to do
8:28.60 and then write them down on the list
8:30.40 right but now what you do is you
8:32.28 actually take those action items and
8:34.32 then start categorizing them hey is this
8:36.36 task important and then is this task
8:38.52 urgent and so when you think about
8:40.36 importance then it's how much it will
8:42.72 impact your goals and your overall um
8:46.36 whatever is that you want to achieve and
8:48.28 then urgency is really around when do I
8:50.92 have to get that done is that something
8:52.16 I have to get done today this month this
8:54.36 quarter is there a specific deadline to
8:56.12 it and here's the most uh tricky thing
8:59.64 which is sometimes your most important
9:1.76 work don't have a due date because you
9:4.20 never defined it and therefore just
9:6.16 sitting in the back of your in the back
9:7.68 of your mind and other things are
9:10.16 constantly taking up that um that
9:14.04 attention from you and you never work
9:16.24 towards your goals um I know everyone
9:18.60 talks about this over and over again
9:20.16 which is I've always wanted to do XYZ
9:23.20 but I never had the time for it that's
9:24.76 because you didn't set a timeline for it
9:27.44 and that is very very important to do
9:29.72 and that's something that I will
9:30.84 recommend that you do by using per
9:33.52 Matrix so the Eisenhower Matrix is
9:36.52 essentially a simple but powerful time
9:38.68 management framework where you take all
9:41.04 the tasks that you do and you split into
9:42.84 two Dimensions importance and urgency
9:45.72 and so what happens there is you have
9:47.20 four quadrants right the important and
9:48.88 Urgent task the important and not urgent
9:51.80 uh the not important but urgent and then
9:54.16 the not important not urgent and what
9:56.24 hap what happens is it helps you
9:58.04 prioritize your task and make the most
10:0.08 out of your time so instead of having
10:2.00 one long list and you have trouble
10:3.72 deciding what to work on and then you're
10:5.88 at risk of choosing to work on the
10:8.16 things that are urgent but not important
10:9.92 when you break it down into this
10:11.32 framework you're able to see and
10:13.20 visualize where you're actually spending
10:14.96 your
10:15.60 effort so the way it works in the party
10:18.20 Matrix software is you have these four
10:20.76 buckets that you put all your task in
10:22.84 you have to do now right that's the
10:24.44 important urgent the plan quadrant are
10:26.72 the things that are important but not
10:27.84 urgent which means you should be
10:29.84 planning your effort towards actually
10:31.52 tackling those and then the things that
10:33.28 are not important but urgent perhaps you
10:35.24 could delegate or you Outsource or send
10:37.76 to somebody else and then finally you
10:39.52 shouldn't ever have the things that are
10:41.52 not important and not urgent because now
10:43.52 if you have them on your to-do list it's
10:45.36 just going to clutter up your brain
10:46.80 clutter up your resources and you know
10:48.72 it's like the junk mail that you should
10:50.08 be deleting it's like uh or the junk
10:52.72 mail the physical junk mail that you
10:54.44 just shouldn't even look at and just
10:56.04 throw them straight in the trash and so
10:57.76 instead of quadrant four is what called
10:59.84 inbox uh which is a place where you just
11:2.68 capture your ideas get it out of your
11:4.28 brain before you decide in which of the
11:6.60 other three quadrants it belongs
11:8.60 to so uh one of the things I want you to
11:11.76 take away from this particular webinar
11:13.80 and and you know just today's
11:15.68 conversation in general is that start
11:18.20 practicing this on a day-to-day basis
11:20.40 everything that is that you're thinking
11:21.92 about that you're working on think about
11:23.84 it from the framework of the Eisenhower
11:25.48 Matrix and that's all you have to do you
11:27.40 don't even have to make any changes to
11:29.04 your or your life or how you tackle
11:31.04 these things right now but if you just
11:33.12 wrote them down into this format and
11:35.84 then track where you're spending your
11:37.60 time as you cross out these tasks and
11:39.64 these action items you work on see what
11:42.08 quadrant it is that you're actually
11:44.12 putting your effort on and that's the
11:45.92 most fascinating thing which is you know
11:47.76 some of us are very good at tackling our
11:50.36 key uh tasks but some of us are not and
11:52.96 so being aware of that is extremely
11:55.44 helpful so now what I want to do is I
11:57.80 want to show you how to adapt this this
11:59.44 framework towards goals because that is
12:1.32 today's um one of today's goals which is
12:4.00 to actually help you understand how to
12:6.76 use something like PR Matrix to set your
12:9.32 goals and Achieve those goals like I
12:11.08 mentioned the personal goals as well as
12:12.44 the professional goals so we leveraged
12:15.04 the exact same framework of the as
12:16.72 andhow Matrix but now instead of having
12:18.52 the do now plan delegate inbox quadrants
12:21.40 we have the goal party Matrix so you
12:24.16 have long-term goals short-term goals
12:26.68 anti- goals and then catchall so this is
12:29.32 let me walk through each long-term goals
12:31.20 these are the things that you want to do
12:33.84 that will help you either in your career
12:36.00 or your life in some significant form
12:39.00 right so if you are thinking about 2024
12:41.92 goals 2025 goals or fivey year goals or
12:44.24 10 year goals those are the long-term
12:46.84 goals now short-term goals are the means
12:49.28 for you to actually get towards those
12:51.12 long-term goals these are the things
12:52.72 that you can achieve on a more routine
12:54.72 basis the problem with only having
12:56.76 long-term goals is you'd never get there
12:58.84 and that's sort of the point you know so
13:0.96 when you're trying to be healthier
13:2.52 you're trying to get a promotion it's
13:4.52 not like you get your promotion and then
13:6.16 you're done right instead you get your
13:8.40 promotion you're like oh actually I want
13:9.80 another promotion or you got your raise
13:11.64 and you're like I want another raise so
13:13.40 it's never over but the short-term goals
13:15.64 are ways for you to start capturing the
13:18.80 individual check boxes so then you can
13:21.16 actually feel like you're accomplishing
13:22.72 something um if you um if you use these
13:26.20 rewards programs from uh you know the
13:29.24 various companies that gives you free
13:30.76 drinks or whatever based on your
13:32.32 purchases they don't start you at zero
13:34.92 they tend to start you at a little bit
13:36.64 beyond zero and they make you they make
13:38.96 it a little bit easier for you to
13:40.32 actually get those first few boxes
13:42.64 checked off right the reason for that is
13:45.08 it helps your brain think oh hey I can
13:47.08 make progress towards this use the same
13:49.36 trick on yourself in the short-term
13:51.04 goals so when you create the short-term
13:52.60 goals put a few things in there that are
13:54.76 easy to accomplish and so as you mark
13:56.76 them off and mark them as done in per
13:58.56 Matrix you'll feel good about it so
14:0.48 that's a trick I want to share with you
14:2.28 on how you think about this now quadrant
14:4.88 three the anti-g goals um this is
14:7.40 actually something that I sort of
14:9.20 created for myself as a personal way to
14:12.24 actually manage all the things that I
14:14.44 have to do and I want to do and then
14:17.08 making sure that I understand what are
14:18.64 the things I shouldn't do it is so
14:21.24 interesting because I just have too many
14:23.40 things on my plate at any point in time
14:25.68 I have a lot of ideas I have a lot of um
14:29.68 things I want to accomplish and so the
14:31.76 whole point of the anti-g goals is for
14:34.20 me to understand hey what are my
14:36.44 boundaries and so if you're able to set
14:38.48 boundaries it is extremely helpful
14:40.88 because it actually constrain you
14:43.24 towards pushing in a certain direction
14:45.56 when you have an entire open ocean you
14:48.16 don't know where to go but if you're on
14:50.20 a river right and you have boundaries on
14:52.48 the left and on the right you're able to
14:54.36 actually move towards a certain
14:56.04 direction much more readily same thing
14:58.32 that applies in your own goals and so
15:0.36 when you say you have your long-term
15:1.72 goals right you may say hey I want a
15:3.64 promotion I want a pay raise but then
15:5.76 anti-g goal might be but I don't want to
15:9.24 you know have to work more than x number
15:12.04 of hours on a per week basis because
15:14.04 then I may not able to spend time with
15:15.80 my family things like that and so anti-g
15:17.96 goals is just a way again for you to
15:20.12 ensure that you have all these things
15:23.00 you want to achieve but at the same time
15:24.64 you will never violate some of these
15:26.56 other things and then finally you have
15:27.88 to catch off which is they equivalent
15:29.32 the inbox um for me personally I have a
15:31.96 lot of ideas and so what happens is if I
15:35.20 keep the ideas in my brain it's going to
15:37.40 be very very difficult for me to work on
15:39.56 a daily basis because I'm constantly
15:41.36 thinking about things but just by
15:42.88 writing down in party Matrix and going
15:44.76 to capture it and put it into my
15:46.56 Quadrant 4 I can actually start having
15:49.40 more clarity in terms of what it is I
15:51.60 need to work on and then afterwards I
15:53.32 can decide where it fits within the
15:54.80 bigger picture Quadrant 4 is designed to
15:57.44 be very very big it's okay that's that's
15:59.80 the point right write it all down there
16:1.92 and then just make sure that you don't
16:3.56 have too many things in Quant one and
16:6.16 too many things in Quant
16:8.48 2 so a couple strategies for setting
16:10.92 goals uh you may be familiar with some
16:12.56 of these approaches but you know just
16:14.68 there's something called uh smart goals
16:16.40 and so that means making sure that you
16:18.40 write goals that are specific measurable
16:20.56 achievable relevant time bound if you've
16:22.72 gone through Management training of
16:24.16 sorts you've probably seen this over and
16:25.52 over again that's always a good idea and
16:28.08 so what happens is that you want to do
16:30.60 that that smart goals for both your
16:32.20 long-term goals and your short-term
16:33.72 goals most particularly your short-term
16:35.92 goals because that's where you want able
16:37.48 to go and and say you know what I've
16:39.32 done something specific uh within a
16:41.40 certain time span right and then you
16:43.04 mark that as done whereas your long-term
16:44.92 goals I think can be a little bit
16:46.48 broader um and that's perfectly okay and
16:49.92 then one of the things that I do
16:51.32 personally is I always remind myself on
16:54.08 why you set up the longer term goals and
16:56.84 so I reflect constantly especially when
17:0.56 I'm down the rabbit hole right and so
17:2.32 again if you have these long-term goals
17:3.80 that you want to achieve and then you
17:5.32 have a bunch of small goals that you're
17:6.52 working on and then you're working on
17:7.92 those
17:8.64 goals every week you have to remind
17:11.12 yourself wait a minute you know the
17:13.04 reason why I'm working on this sub goals
17:15.24 is because I want to achieve these
17:16.84 broader goals and so that's that's a
17:19.16 good thing to do constantly remind
17:20.80 yourself that and I'll show you how to
17:22.32 do that in pry Matrix as well and then
17:25.40 lastly use the anti- gos to set
17:27.04 boundaries just as we talked about
17:28.52 before
17:29.40 um it's always always good to know what
17:31.60 it is that you don't want to
17:34.40 do couple of things um a couple of ideas
17:37.92 here that I think is relevant as you
17:40.28 think about how you use PR Matrix and
17:42.32 how you want to be uh productive and
17:43.92 effective if everything's important and
17:45.84 Urgent then nothing is important and
17:47.36 Urgent right if you want to achieve
17:49.08 everything in the world you're not going
17:50.76 to achieve anything um and then secondly
17:53.36 when you use patrix to prioritize your
17:55.60 task constantly review it and update it
17:58.56 it is is so interesting how much time we
18:1.00 spend working on task and how little
18:3.32 time we spend thinking about whether or
18:5.48 not we should even work on them and
18:7.60 that's something that you have to
18:9.56 prioritize um and that's what I think
18:11.84 the reason why anyone should use prodom
18:14.20 Matrix as a software um or something
18:16.56 like prod Matrix as a software because
18:18.68 you should be thinking about that
18:21.28 identify and eliminate the time waster
18:23.40 this is the equ equivalent of the anti-g
18:25.88 goals essentially you know you have to
18:28.28 decide again on the boundaries of what
18:30.56 it is that you you work on so for
18:32.44 example for me personally I try my
18:34.60 absolute best to have no social media
18:36.76 distractions what happens is there's a
18:38.96 time that you spend on social media but
18:41.08 then there's all this extra time that
18:42.60 your brain is processing it too right
18:44.52 and so it's actually a double whammy in
18:46.08 terms of productivity loss the same
18:48.20 thing applies to unnecessary meetings at
18:50.04 your organization first you have these
18:51.96 meetings that you know may or may not be
18:53.88 productive but then you're spending time
18:55.72 thinking about the meeting then you're
18:57.00 spending time reflecting on the meeting
18:59.28 and you're thinking time uh spending
19:0.68 time thinking whether or not you should
19:1.80 do those things from the meetings and if
19:3.60 the it's down the wrong goals it's not
19:5.96 achieving the the organization goals
19:8.16 then it's a waste of time across the
19:9.80 board and that's the worst use of time
19:11.52 that you can have learn to say no to
19:14.28 tasks that don't align with your goals
19:15.48 and priorities that should be uh
19:17.48 something that all of you probably have
19:19.20 done many many times before it becomes a
19:21.60 practice skill and then break large
19:23.68 tasks into smaller manageable steps the
19:25.60 same thing I said about breaking the
19:26.92 large goals into the smaller goals you
19:28.84 feel that you're going to achieve it
19:30.36 when you break the large task into the
19:32.16 smaller task like you know the subtask
19:34.00 into that Matrix it just makes it little
19:35.92 easier for you to start checking them
19:37.68 off and you'll feel
19:39.24 progress and then some other strategies
19:41.60 around actually achieving things is use
19:43.60 time block to allocate specific time
19:45.40 slot for different task a lot of really
19:48.24 really successful people do this the
19:50.28 reason is you have a fine out amount of
19:53.12 time and if you don't time block you're
19:54.88 going to get yourself pulled into the
19:56.92 wrong directions and you're going to
19:58.16 work on things that are urgent but not
19:59.60 important and so by actually allocating
20:2.08 the specific time slot it allows you to
20:4.36 ensure that you're always working on the
20:6.88 important things and you're dedicating
20:8.44 time on a day-to-day basis for that and
20:11.08 then lastly always assess and adjust
20:13.44 your strategies based on results like I
20:15.60 mentioned earlier even if today you use
20:17.80 prod Matrix and you don't prioritize all
20:20.36 your tasks and you're not working on
20:21.88 quadrant one and quadrant 2 stuff you
20:23.88 want to write that down in par Matrix
20:25.64 and start marking them off so then in a
20:27.76 month in two months in a quarter even in
20:30.00 a year you can review and see okay did I
20:33.20 work on q1 stuff what percentage of my
20:35.80 tasks done were from certain quadrants
20:37.92 right and so I can show you how to
20:39.92 generate those reports in part Matrix
20:41.60 and it's very very
20:43.64 helpful okay um just one last note
20:47.60 around the the Eisenhower Matrix what
20:49.56 happens is you're going to find that it
20:51.72 is not trivial it it's not easy to
20:53.80 prioritize all these tasks and that's
20:55.60 sort of the point and then finally when
20:57.64 it comes to goals success from using per
20:59.96 Matrix is just as much about identifying
21:2.76 what you need to work on every day as it
21:5.84 is about identifying what you need to
21:7.52 not work on every day so make sure that
21:9.96 you spend conscious effort on both of
21:12.60 those things we spend a lot of times
21:15.12 working on things and again we don't
21:16.88 spend enough time thinking about what
21:18.72 are the things we should work on and
21:20.36 what are the things we should not work
21:21.68 on if you actually spent half your time
21:25.04 on understanding where it fits in within
21:27.84 the bigger picture you're going to find
21:29.72 that working on the right things in the
21:33.00 right way is so much better than working
21:35.20 on the wrong things in the right way for
21:38.56 lack of better
21:39.64 words I do want to mention that the
21:42.16 webinars are Lo um uploaded to our
21:44.68 website at affluence.com webinars and
21:47.28 also today's webinar is not on the
21:49.44 introduction to P Matrix and so if
21:51.40 you're uh you know after this webinar
21:53.40 you're thinking okay now how do I use
21:54.96 prot Matrix the basic features and so
21:56.56 forth then check out the other webinars
21:58.64 we have on email management introduction
22:0.84 to patrix again today's goals will be on
22:4.64 uh looking at how to use patrix to
22:6.84 create goals and ensure that you know
22:9.60 you actually work towards that and don't
22:12.20 hesitate to reach out to us support
22:13.72 affluence.com if you have any questions
22:16.32 with
22:17.32 that I'm going to go and jump into the
22:19.88 demo of the product and show you how to
22:22.36 put some of these things into practice
22:24.48 as I mentioned if you have any questions
22:26.36 whatsoever send them through the chat
22:28.16 and I be happy to take a look at
22:30.88 them okay so now I have my proty Matrix
22:33.96 open um hopefully this looks familiar to
22:36.24 most of you uh if you haven't signed up
22:38.76 for a pry Matrix yet and this is you
22:40.84 know if you've never seen our software
22:42.16 before this is what the software looks
22:43.60 like so it's just like many other
22:45.68 project management software but the key
22:47.64 difference for us is of course front and
22:49.64 center is the four quadrants right and
22:52.16 so in this particular case um I
22:54.44 typically show the Eisenhower Matrix but
22:56.64 today I'm showing you a project called
22:58.84 goals for 2024 and what happens is I
23:1.96 have my quadrant names of quadrant one
23:4.08 long-term goals my short-term goals my
23:6.60 anti- goals and my catch all just like
23:8.44 what I showed you in the
23:10.12 presentation so if you use patrix for
23:12.64 the very first time this is one of the
23:14.56 things that I would recommend that you
23:15.96 do which is to create a project around
23:19.76 managing your goals and so let me show
23:22.12 you how to do that so if you click on
23:23.88 projects here then you choose create
23:25.88 project then you choose blank project
23:28.16 and then you can call it you know goals
23:30.00 for again 2024 and so let's just say if
23:33.92 you want to get promoted or whatever it
23:36.76 is you can go ahead and type that in
23:38.60 here and then create such a project then
23:41.60 afterwards what happens is that you open
23:43.84 What's called the project details and so
23:46.16 to get to the project details you click
23:47.72 on this I icon right here within the
23:49.52 project and now you have the right hand
23:51.44 side open up which is called the um
23:53.56 project details panel and from here you
23:55.84 can actually change these quadrant names
23:57.48 to short-term goals long-term goals
23:59.20 anti-g goals and catch all Etc so given
24:2.76 the context of the four quadrants when
24:4.72 you create a task inside prod Matrix all
24:7.00 you have to do is choose what quadrant
24:8.52 it goes in again it is not intended to
24:11.04 be a list right that's the point you
24:13.32 have to decide where it belongs and
24:16.16 that's the hard part but that's also the
24:18.00 most rewarding part so let me give an
24:20.04 example um so let's say one of my
24:22.12 long-term goals is to be um improve my
24:26.00 personal fitness for 20 24 okay so
24:29.48 that's a relatively straightforward goal
24:31.44 so now I have that as my long-term goal
24:33.44 so now what happens is when I take a
24:35.56 look at this on on a dayto day or week
24:38.00 by- week basis I want to always look in
24:40.16 my top left and say okay you know what
24:41.84 that's my goal for this year I want to
24:43.92 make sure that I'm actually working
24:45.08 towards that so if you use part Matrix
24:47.28 only to manage your goals that's what I
24:49.20 want you to do I want you to log into
24:51.08 the software on a regular basis just
24:54.20 look at the different goals that you
24:55.72 have and just think did I work towards
24:58.12 my goals yes or no that's all you got to
25:0.00 do but now maybe my short-term goals
25:3.00 would be to you know um uh improve my
25:8.16 again this is one of those things we
25:9.52 want to think about which is smart goals
25:11.80 right you want to be specific um and you
25:14.16 want to be uh able to go and Define it
25:16.92 and have a Time bound so for example
25:19.24 improve my um ability to run one mile
25:26.08 right so that's that's something that's
25:27.36 very specific and then uh within you
25:31.28 know four months or something like that
25:33.56 okay so that's a some that is something
25:35.08 that is a goal a sub goal that I have
25:37.08 and again the whole idea here is this is
25:38.96 something that's time bound within four
25:40.84 months I want able to check this off so
25:43.88 now this is an example of how you might
25:46.12 want to have this project and start
25:48.04 doing this for your personal goals and
25:49.76 then you have another project that you
25:51.44 use for your professional goals and so
25:53.68 your professional goals might be again
25:55.36 how do you get a raise for this year and
25:57.80 then from there you can think about what
25:59.20 are the short-term goals that I have to
26:0.72 achieve that now within each of these
26:3.84 tasks here's the challenge that we all
26:5.96 have which is we tend to forget to do
26:9.64 them and this happens because again life
26:12.84 happens you have your goals for 20 24
26:16.12 I'm sure I'm sure you uh at the
26:17.84 beginning of the year you were thinking
26:19.08 about all these things that you wanted
26:20.40 to do and you know we tend to be very
26:22.60 ambitious uh which is fantastic the
26:25.52 challenge is that once the year actually
26:27.96 starts cards many other people start
26:30.44 sending tasks to us too because they
26:32.24 want to achieve their goals and so
26:34.04 they're assigning us all sorts of stuff
26:36.00 and what happens is that you know this
26:37.84 is that whole delegation box which is
26:40.48 people will think oh hey this is not
26:42.04 something I can do therefore let's ask
26:43.44 someone else to do so if you're a
26:44.92 manager make sure you think about this
26:46.80 but what happens from your perspective
26:49.72 is that you may have so many things on
26:51.56 your plate you're actually not working
26:53.08 towards your own goals so to overcome
26:56.00 this you have to set reminders so when I
26:58.60 have created a task in party Matrix and
27:0.48 I select that task the right hand side
27:2.64 shows me what's called the item details
27:5.28 and so the way the item details works as
27:6.92 the following I have my task but then I
27:9.12 can add a lot of other metadata to it
27:11.32 for example I can assign to somebody but
27:14.36 I'm not because this is related to my
27:16.08 own goals um and so this is assigned to
27:18.24 me and then afterwards next to that I
27:20.68 have something called due dates and I
27:22.00 have reminders so the way it works in PR
27:24.44 Matrix is that when you set due dates
27:26.32 and you set reminders when those the due
27:28.00 dat comes you'll get a notification for
27:30.00 it and when the um you have the reminder
27:31.88 trigger you'll get a notification for it
27:34.04 now the big difference is due dates tend
27:37.20 to happen one time right so for example
27:39.64 taxes is due therefore you got to work
27:42.20 towards that but reminders is a way for
27:44.92 you to actually bring it to the top of
27:46.84 the list on a constant basis to ensure
27:49.40 that you work on it an example that I
27:52.16 have would be emails so I get a lot of
27:54.96 emails on a day-to-day basis what
27:57.04 happens is I want to PR prioritize on
27:58.80 these emails and I want to set a due
28:0.20 date on that email and so I would say
28:2.36 due in two weeks but if I wait for two
28:5.16 weeks to respond that email there may be
28:6.88 a bunch of action items I have to do
28:8.56 that I would miss so what I would do is
28:10.56 I would set a reminder on a weekly
28:12.92 recurring basis to ensure that I
28:15.00 actually work towards that reminder so
28:18.00 to set due dates and reminders you do
28:19.64 the following input Matrix here down in
28:21.88 the message section I can say do in two
28:25.36 months and then I'm going to say remind
28:27.76 me
28:30.12 weekly so patrix uses what's called
28:32.72 natural language to understand to
28:35.08 interpret these tasks that you have and
28:37.32 these commands that you have in order to
28:39.84 set you set those due dates and set
28:41.76 those reminders so now what I've just
28:43.64 done is I've taken my short-term goal
28:46.16 I've time bound it and I've also set a
28:49.12 recurring reminder for me on a Conant
28:52.08 basis so I ensure that I actually look
28:54.08 at this and that is how you trick your
28:56.56 brain what happens is that again we will
28:59.24 always be distracted but if you set
29:2.00 those recurring reminders and you set
29:4.16 those recurring goals this pry this will
29:6.92 pop back up into your PR Matrix and
29:8.76 you'll actually work on them the other
29:10.64 thing you want to do is you want to Star
29:12.36 the task when you star the task it goes
29:14.96 to the top of your list and so when you
29:16.60 use prod Matrix you know when you first
29:19.08 start using prod Matrix you may have 50
29:21.52 tasks or 100 tasks that's perfectly fine
29:23.56 and it's relatively easy to to manage
29:25.60 that but as you use it more and more
29:27.36 that number of Tas becomes hundreds and
29:29.56 then in some cases thousands in my case
29:32.12 tens of thousands and therefore you can
29:34.60 imagine how easily you can be a loss
29:37.52 within all of that so the way it works
29:39.32 is I can start Task and that goes to the
29:41.68 top of my list and so even when I have
29:44.60 you know 50 tasks within a project I
29:47.00 like to Star them so then I can see okay
29:48.92 these are the things that's important
29:50.04 for me right now and then the second
29:51.76 thing you can do is actually you can add
29:53.40 what's called an icon and so when I
29:55.20 click on icon I have a couple of choices
29:57.04 here the idea is not to go and be
29:59.72 completely comprehensive but you can
30:1.64 find some icons that may represent what
30:3.32 it is that you're trying to do for me
30:5.12 personally actually really like these
30:6.76 color icons the red yellow and green and
30:9.36 I've seen customers have good successes
30:11.12 with them the idea is that you can go
30:13.12 and track whether or not you're making
30:14.64 progress towards that task so for
30:16.52 example maybe for this particular goal
30:18.52 is I'm going to go ahead and choose
30:19.60 green it's very visual it's very easy
30:21.56 for me to see and if it's red then maybe
30:23.68 it stands out I can say you know what I
30:25.44 really got to make sure I worked on this
30:27.76 okay and now let's go back to the item
30:29.52 details on the right hand side you have
30:31.12 the chat section again this is where you
30:32.96 can add those comments it also provides
30:34.60 a history of all the changes you have
30:36.44 the notes maybe this is where you want
30:38.00 to add subtask as I mentioned how you
30:40.40 know subtask makes it easier for you to
30:42.24 break this down even further and so
30:44.48 maybe step one step two step three step
30:46.40 four and as you mark the subtest is done
30:48.72 it updates your progress here and then
30:50.72 finally resources this is where you can
30:52.40 upload files documents Etc so imagine if
30:56.48 you have a goal of getting a a new job
31:0.40 or something like that right and then
31:2.52 maybe one of the things you got to do
31:3.84 from a short-term goal standpoint is you
31:5.60 have to go and improve your resume or
31:8.08 you have to build up your LinkedIn
31:10.44 Network or you have to um uh find
31:15.64 Opportunities and so the whole idea in
31:17.40 the resource section is where you can
31:19.16 upload those documents or paste in you
31:21.88 know job opportunities in here as a way
31:24.24 to manage all of those in one central
31:26.12 place so patrix offer an extremely
31:28.84 flexible way for you to manage all of
31:30.60 those components
31:32.56 now one of the things I want to talk
31:34.72 about um which py Matrix itself in
31:36.92 general is that pry Matrix is a project
31:40.68 management software right at its core
31:44.24 what we do is we p uh focus on the
31:47.28 prioritization aspect of it and so that
31:49.64 is why we implement the Eisenhower
31:51.36 Matrix so as you can see here um I
31:54.00 switched project to another project
31:55.60 called personal priorities and in this
31:57.96 particular project I have to do now do
31:59.84 later uh and then resources and files
32:2.36 and inbox as my quadrant categories the
32:5.44 idea here is to have it more like the
32:7.44 Eisenhower Matrix so then when I work on
32:9.68 something I can decide whether or not
32:11.44 it's something that's
32:13.48 relevant something that is high priority
32:16.08 or you know important urgent or
32:17.68 important not urgent Etc so par Matrix
32:20.40 gives you a lot of flexibility as you
32:22.48 think about all the things you have to
32:23.96 do so if you're a manager you might have
32:27.32 a project called team priorities which
32:29.24 is where you can actually track the
32:30.92 priorities across your entire team and
32:33.28 then of course you always have a project
32:34.88 for your personal priorities and then
32:36.76 you always have a project that's s of
32:38.36 your goals for the year or goals for the
32:40.36 quarter something like that and then on
32:42.64 the leftand side here you can see that
32:44.32 in my demo account here I have a few
32:46.28 dozen projects and that's perfectly okay
32:48.80 to have that many projects when you
32:50.48 first get started you might just have
32:52.04 you know three or four or something like
32:53.68 that but then over time you might want
32:55.68 to create new project constantly to to
32:58.08 capture whatever it is that you're
32:59.32 trying to achieve in my main work
33:1.48 account I have more than 300 projects
33:3.76 and so the way it works is that I can
33:5.36 actually star project so now in a
33:7.16 project details I can click on this star
33:9.44 right here and when I do that that
33:11.20 project Pops to the top of my list and
33:12.88 so I'm able to go and always be focusing
33:15.32 on the most important project that I
33:17.12 have at any point in
33:18.84 time so to summarize when you use prod
33:22.96 Matrix to manage your goals and then
33:24.92 when you use prod Matrix to manage your
33:26.48 task the IDE idea is to help you
33:29.64 differentiate from everything else right
33:32.48 and so if you have all these projects
33:35.12 and you don't organize them you don't
33:36.72 star them or anything like that then how
33:38.92 do you decide what you work on and so
33:40.72 you can think of Star as a way for you
33:42.56 to Market projects that's important and
33:45.00 now goes to your top list and then when
33:48.00 you create these tasks make sure that
33:50.04 you always put them into the appropriate
33:52.20 quadrants so then you can actually have
33:54.16 it organized there as well and then you
33:56.28 st the task within the quad quants and
33:58.52 then you set those due dates and those
34:0.00 reminders and honestly if that's all you
34:2.80 did with patrix you can ignore all our
34:5.24 other capabilities you would get 80% of
34:8.44 the value with 20% of the work um I've
34:12.36 always said this to our customers which
34:13.88 is your goal with part Matrix is not to
34:16.04 use our features your goal with part
34:18.00 Matrix is to achieve whatever is that
34:19.56 you want to achieve and typically you
34:22.20 know for our customers what they want to
34:23.92 do is they want to achieve Clarity on
34:26.20 their own personal goals they want to
34:28.20 achieve Clarity on their team goals and
34:31.04 they want to have some sort of
34:32.40 Effectiveness in terms of you know
34:34.56 productivity as well as uh efficiency
34:37.88 with respect to the organization and so
34:40.16 you don't have to boil the ocean when it
34:42.48 comes to prod Matrix because there's so
34:43.72 many capabilities instead focus on the
34:45.92 capabilities that helps you achieve
34:47.76 those goals and so I'll repeat one more
34:50.64 time my recommendations on what every
34:52.88 single one of you should do if you're
34:54.68 new to promatrix one create a personal
34:58.20 priority
34:59.24 project okay you can use the Eisenhower
35:1.44 Matrix here two create a team priority
35:4.48 project so this is where you can invite
35:5.88 your team members uh and so everyone can
35:8.32 be on the same page so then when you
35:9.76 have a meeting instead of just you know
35:12.04 having No Agenda or talking through an
35:14.84 agenda that is not vetted with respect
35:16.84 to priorities instead you just project
35:19.72 your part Matrix onto the big screen and
35:21.80 you're going to find that you're going
35:22.84 to have so much more interesting
35:25.32 conversations and then thirdly create a
35:27.76 project that for your goals like your
35:29.52 goals for 2024 again or something like
35:32.24 you know how to get my promotion Etc and
35:35.40 when you do that and then within each of
35:37.64 those projects when you create task you
35:40.12 simply you know set the star for the
35:42.44 task set the due date set the reminders
35:44.84 and that's all you did I think you'll
35:46.40 find a lot of value out of party Matrix
35:48.12 right
35:48.96 away I'm going to pause for a second
35:51.24 because I'm going to just show you a few
35:53.36 features that may be helpful uh right
35:56.84 after you achieve those right after
35:59.56 you've done those um few things that
36:1.28 I've said which is one to leverage our
36:4.20 AI tool to generate better goals so if
36:8.36 you go to Project again and you choose
36:10.40 create project you saw earlier that I
36:13.00 choose a blank project but the other
36:14.88 thing I can also do is create a project
36:16.72 using our AI so if you are brand new to
36:20.12 PR Matrix and again you have a specific
36:22.00 goal so let's just say get a promotion
36:24.20 for 2024 or improve your marketing by
36:27.76 20% simply typee that goal right here
36:30.96 and then press next and what happens is
36:32.88 PR Matrix will go and build a p whole P
36:36.16 Matrix for you along with action items
36:38.60 that will help you achieve that goal the
36:40.40 neat thing is you can do it over and
36:42.04 over again across all the different
36:43.84 goals that you have and so if you are
36:45.64 running multiple departments or if you
36:48.20 have multiple things you want to achieve
36:50.36 go create several projects using our AI
36:52.84 tool and then you know choose and select
36:55.32 what C uh what task you want to actually
36:58.40 work on and then delete the rest so I do
37:1.32 highly recommend that um the other thing
37:3.32 I want to show you is that if you have
37:5.12 created a project such as this goals for
37:8.00 2024 what you can do is you can click on
37:10.48 this top right here and then save that
37:12.32 as a template so what's neat about
37:14.16 saving as a template is that it allows
37:16.56 you to actually create a goal template
37:18.52 so then when in the future when you
37:20.64 create a project right when you create a
37:22.64 project here what you can do is you can
37:24.88 choose from one of your templates
37:26.56 instead and so you can see I can go to
37:28.16 my templates I can choose a goal for
37:30.28 2024 templates and it will use the color
37:33.36 that I've created it will use the
37:34.72 terminology and the quadrants that I've
37:36.40 created and so that is just a way for
37:38.84 each of us to customize our protom
37:40.96 Matrix to work best for us okay so with
37:45.12 that I'm going to wrap up here um I want
37:47.28 to do mention that there are so many
37:49.04 things I didn't show so for example I
37:51.56 didn't show you how to prioritize email
37:53.64 I didn't show you how to use patrix
37:56.56 inside Microsoft team I didn't show you
37:58.28 how to install our desktop applications
38:0.48 these are things that you can explore by
38:2.16 looking at a webinar or just by uh
38:4.44 learning about pry Matrix but that's on
38:7.28 you I don't think you have to do any of
38:8.92 those things as long as you're working
38:10.68 towards whatever goal is it that you
38:12.68 have with the
38:13.92 software I'm going to go ahead and jump
38:15.80 back to the presentation
38:18.72 here okay
38:21.08 so it's on you um One sign up for pry
38:24.88 Matrix and use our apps and teams
38:26.68 Outlook or desktop
38:28.08 uh you can get our desktop apps by going
38:29.76 to affluence.com and then click on
38:31.92 downloads at the top right and you can
38:33.80 get our our Mac app and Windows app um
38:36.60 of course we also have mobile apps we
38:38.28 web apps as well and then create those
38:40.64 three projects that I mentioned your
38:42.20 personal priorities your share team
38:44.20 priorities and your goals and again get
38:46.60 started on that today the earlier you
38:48.76 get started on that the more clarity you
38:50.44 have and so so start tracking where
38:52.96 you're spending your time and effort um
38:54.96 and then create items and PR Matrix with
38:57.08 due dat put them in the appropriate
38:58.88 quadrants and make sure you don't drop
39:0.44 them get back into the app constantly to
39:2.88 ensure that you're actually working on
39:4.32 them and then make sure that you
39:5.64 ruthlessly prioritize your time because
39:8.28 if you don't you're going to find that
39:9.60 you're working on things that don't
39:14.08 matter uh so what success should look
39:16.84 like with promatrix and so on a personal
39:18.92 level that one you're checking promatrix
39:21.52 every week to REM to remind yourself of
39:23.60 your goals this is something that I do
39:25.76 constantly myself which is I always look
39:28.24 at my overarching goals and it's okay
39:31.08 for me to change those goals right again
39:33.24 life happens um but I always look at my
39:36.04 my L uh high level goals and then my sub
39:38.64 goals and make sure that I'm actually
39:40.60 putting effort towards those and then if
39:42.72 you're using promatrix correctly you'll
39:44.76 find that it's also works extremely well
39:47.28 as one central place to track all your
39:49.48 priorities it could be for you know work
39:51.88 initiatives it could be for personal um
39:55.12 initiatives that you might have and then
39:57.52 at A Team level what's nice about prot
39:59.64 Matrix is that it puts everyone on the
40:1.84 same page what happens is that when
40:4.36 everyone looks at the the team priority
40:6.28 Matrix together you have this
40:8.40 information that's available where you
40:10.24 can see where's every single person on
40:13.72 your team is focusing on or what should
40:15.64 they should be focusing on so when you
40:18.32 have a meeting or you have a
40:19.48 conversation it's so easy to jump into
40:23.56 um discussing what's truly important
40:26.44 because you know so many times we work
40:28.44 on the wrong things and it's it's really
40:30.44 unfortunate I think that's the worst use
40:32.12 of time for everyone which is to spend
40:35.84 all our effort working on the wrong task
40:38.76 and sometimes you don't realize that
40:40.68 it's the wrong task right unless you
40:42.56 actually have a conversation with your
40:43.76 manager or your stakeholders and so the
40:45.72 whole idea with part Matrix is to get to
40:47.80 that alignment quickly because you guys
40:49.84 can actually be on the same page
40:51.72 instantly and then lastly if you use you
40:54.60 know emails and so forth definitely
40:56.36 check out our email Integrations um for
40:59.08 you to prioritize your email you can
41:0.88 assign emails you can set due dates on
41:2.64 emails you can set priorities on emails
41:5.04 that's the exact same thing when we talk
41:7.12 about tasks and we talk about the things
41:8.40 we have to do I think emails are the
41:11.04 worst when it comes to pulling you away
41:14.04 from what truly matters right emails are
41:16.16 always always urgent and that's the
41:18.44 biggest problem so but there we have a
41:20.24 webinar for that all right that's it um
41:23.76 I'm open to question and answer right
41:25.52 now if there's any uh if not you know
41:27.80 definitely reach out to us if you have
41:29.92 any feedback uh support at affluence.com
41:32.40 and of course all our webinars are
41:34.12 posted on affluence.com
41:40.08 webinars um I saw someone here uh
41:42.64 mentioned that they're having problem
41:44.12 uploading a CSV reach out to us at
41:46.60 support at affluence um you know we'd be
41:48.32 happy to take a look at it and see if
41:49.80 there's any errors usually it's pretty
41:51.36 helpful for us to know you know the
41:52.68 email that you have or the CSV file that
41:54.48 you have but with pry Matrix you're able
41:56.56 to export project as CSV U you're able
41:59.28 to take project and then import them as
42:1.80 CSV and so you're able to do all sorts
42:3.72 of stuff with CSV so it's it's pretty
42:5.64 straightforward so just reach out to us
42:7.60 there and we'd be happy to
42:11.92 help the other thing I do want to
42:13.88 mention on CSV is there's some specific
42:15.88 format for it so you know could be that
42:18.24 your brain dump uh project is on the
42:20.48 wrong format and so if that's the case
42:22.00 it wouldn't import
42:26.12 correctly I'll type the support email
42:32.52 here okay are there any other
42:37.28 questions thank you so much for being
42:39.16 here today I do appreciate your time um
42:41.40 I'll send out this webinar recording
42:43.16 shortly and then again if you have any
42:45.08 feedback for us please send it to us uh
42:47.88 and uh you know we're always here
42:49.48 looking for ways to improve how PR mics
42:52.40 can serve you thank
42:56.12 you