Archive for the 'Managing Projects, Tasks & Time' Category

Designing Your Perfect Week

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I’ve been spending a lot of time this week working on my Perfect Week. Have you ever done this exercise?

perfect week large

You map out what you want to be doing during the week, by category, making sure the high-priority items get on your schedule first. It helps you set priorities and creates more productivity in your days.

Then, in the future, when you need to schedule something, you see how it fits into your “perfect” week instead of letting your schedule get away from you.

Some people balk at the idea of structuring their days so completely. That’s okay — just as long as you’re clear on what you want to accomplish each week and you have a plan in place for getting it all done. And it’s important that you also have a plan for saying “no” to tasks and people who take you off track of your goals.

For me, the structure is necessary; if I leave it up to “I’ll do whichever task I feel like doing in the moment,” I don’t get all my tasks done. 🙂

I created mine in an Excel spreadsheet, but you could use any word processor, or just a paper calendar to map out yours.

Here’s a blank copy of my Excel spreadsheet so you can try this exercise for yourself! (If you don’t have Excel, you can still download the spreadsheet, then open it in a Google Drive spreadsheet.)

Here’s a blank copy in PDF format if you prefer.

I hope you find it helpful…or at least eye-opening.

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Category: Managing Projects, Tasks & Time

7 Tips for Managing Information Overload

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Do you ever have that disturbing feeling that trying to squeeze one more piece of new information in your brain will render you senseless?

Information overload causes stress and a loss of productivity. We’re so busy gathering information that we never seem to get into action around implementing all these great ideas. And we can’t seem to put our fingers on the important information that we’ve gathered!

Here’s even more bad news: when you take in too much information, according to a Temple University study, you begin to make more errors, and worse, make more bad decisions. Can your business really afford that lack of clear thinking? (Don’t even get me started about how a hyper-connected lifestyle is bad for your physical and emotional health!)

Here are 10 tips for managing information overload so you regain control of your brain, your time and your tasks:

  1. Remember the most important rule: YOU are in charge of your To Do list and YOU are in charge of your calendar and YOU are in charge of how much information you’re willing to receive each day. Don’t set yourself up for information overload by trying to take multiple classes at once, or trying to read more than one book at a time without setting up “assimilate and implement” time. Be selective and base all your decisions on achieving your goals while mirroring your values.
  2. Get things out of your head and on to paper. When you take in a lot of information, your brain naturally tries to process it, to make connections, and apply it to your real life. When you try to keep all that thinking in your brain, you feel muddled, anxious, confused. Doing a brain dump and writing down your ideas, even in a quick list format, will help clear things out.
  3. Take the most recent class you’ve attended or the most recent book you’ve read, and create a Top 3 Action Items list. Don’t create a massive To Do list of every great idea from the class or book. Instead, choose the top three things that you can take action on within a month, and put only those three things on your Action Items list. Once they’re done, you can always go back and choose three more. The point here is two-fold: start implementing what you’ve learned and do it in such a way that you don’t overload yourself.
  4. Make a decision to make a decision. I know, it sounds silly, right? But if ideas and information are running around in your head and you’re not willing to either act on them or let them go, you sabotage yourself and hold yourself in a perpetual state of overload. Stop doing that to yourself. Instead, tell yourself, “Today I will make a decision,” then do it. You’ll feel immediately better.
  5. When you are drowning in information, stop piling on more. It’s okay to stop watching the evening news. It’s okay to stop reading articles or checking social media sites several times a day. Each time you interact with an information delivery system, guess what? More information is shoved in your face. By taking a vacation – even a short one – from any information delivery system, you get immediate relief from information overload.
  6. Use tools like Evernote or One Note to have a central location for storing information. As important as storing information is, retrieving it easily is even more important, which is why I moved from paper notebooks to Evernote for storing notes when taking classes, reading books or perusing articles. Evernote allows you to tag each note with keywords and sort them into folders. Notes are completely searchable, so you can have all the information and ideas you’ve accumulated at your fingertips.
  7. Do you have competing goals? Work on one at a time. For instance, today I wanted to accomplish three things: write this blog post, create my class schedule for the next nine months, and work on a class agenda for a new program I’m designing. All of these things are exciting, and all need to get done and all required research and paying attention to incoming information. But only one of the three had a deadline: writing this blog post. So I put the other things on the back burner, and focused solely on writing this blog post. Once it’s done, I’ll choose ONE of the other two projects to work on next. You have to be willing to let go of some information, even exciting information, so you can focus on your priorities.

I’d love to hear from you: how to you cope with information overload? Are there techniques or software products you use to help you manage absorbing, processing and retrieving information?

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Category: Managing Projects, Tasks & Time, Running a Strong & Efficient Business
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It’s So Important to Take Time Off

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entreprenuers take time offEvery weekend, my husband (who is also my business partner) and I take one day off from our busy schedules, either to go somewhere interesting and relaxing, or to visit with family and friends.

We’re just like you: we run our own businesses (which could keep us working 24/7 if we’re not careful) and we have things that need to get done around the house, too. Plus the cars need servicing, the cats need to go to the vet, laundry piles up, and food shopping is a necessary evil. You know the drill.

But being so busy all the time leads to mental, emotional, physical and spiritual fatigue. We can’t be our best in our business if we are constantly doing, doing, doing.

For instance, one weekend we spent the day Sunday at the Delaware Water Gap. There are lovely sites to see here, including some stunning waterfalls. I happily spent the day snapping photos, hiking to the top of the waterfall (ouch!), and puttering around Peter’s Valley Craft Store. I didn’t think about business once.

When I came into the office this morning, my head was clear, my senses calm, and my creativity soaring. I got more done this morning than I could have gotten done in TWO days if I hadn’t taken Sunday as a rest day.

Many people think they can’t afford to take time off. Trust me: one day away from the computer, the phone, the house, the office will gain you far more than the time you took off.

Play hookey…take a day off and do something fun, inspiring, delightful!

What do you do to take time off?

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Category: Business Strategy & Planning, Managing Projects, Tasks & Time

Go Look In The Mirror

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Who creates your calendar and books every waking moment of your time? Who asks you to work evenings and weekends to grow your business? Who forces you to work with clients who are not really a good match, or pushes you to sell, sell, sell when you are tired or sick?

Being self employed means you are the boss. You set the agenda.

If you’re unhappy with the way your business is going or how hard you are working, go look in the mirror. And ask yourself: Am I working hard because I have to — or because I THINK I have to?

Sure, there are times when we have to put in that extra effort to get a project done before a deadline. But there are too many self-employed people who complain that they are working 60- and 80-hour work weeks, as if working hard (to the point of illness sometimes!) is going to get you “extra credit” points in heaven.

StartUp Nation reports from a survey: “80% of small business owners planned to work during the holiday break. 56% said they would even interrupt holiday dinner for an important customer phone call.”

Did I hear that wrong??? You would interrupt dinner with your family to take a business call on a holiday???

Our cultural, family or personal work ethic tells us we have to work hard to be a good person, a good provider, a good citizen. I’m not against working hard, but if you are working hard all the time, perhaps now is the time to ask yourself, Have I taken my work ethic too far? What’s the point of being self-employed if my boss is a tyrant?

And the next time you are feeling overworked and overwhelmed, cancel an appointment and go for a walk or take a nap. You can’t work at peak performance 24-hours a day.

(P.S. I give you permission to take next Friday off from work. I’m going to!)

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Category: Managing Projects, Tasks & Time
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44 Tips for Dealing with Overwhelm

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Dealing with overwhelm is like juggling balls.The Ultimate Guide for Entrepreneurs Who Do Too Much.

As a small business owner, there are often too many ideas, too many tasks and projects, and not enough time or resources. Entrepreneurs are a creative bunch of people and we’re always thinking of new ideas!

I don’t know anyone who isn’t time-constrained. We all have busy lives, and if you run your own business, you are doubly busy.

Below are 44 tips for dealing with overwhelm and increasing productivity. Feel free to share this with your friends, colleagues and mastermind group partners.

The Rules

Just pick ONE of these tips and do it. Do not overload yourself more, by trying to do all these tips. This article will be online forever and you can come back to it to pick up your next tip.

Understand Why You’re Feeling Overwhelmed

Many of my clients and students tell me they are feeling overwhelmed by running their own small business. It doesn’t matter whether your business is brand new or 20 years old, there are many things to juggle as a business owner. You are not alone in feeling this way, and there are some very common reasons why we feel overwhelmed:

  • Trying to be everything to everyone
  • Trying to focus on too many things at once
  • Being too optimistic about how much time it takes to do a task
  • Adding too many appointments and projects to your weekly calendar
  • Not saying “no” to people and projects

Notice how all these things are a CHOICE you made? Every time you make a choice to do too much, you make a choice to feel overwhelmed.

You are in control. You are in control of your calendar. You are in control of which projects are top priority. You are in control of your thoughts about your business. You’re even in control about whether you answer a ringing phone or not.

The power is in your hands.

Admitting That You Can’t Do It All

I have a To Do list that is six typewritten pages long. Every time I have a brilliant idea for a new project, I add it to the To Do list.

As surely as the sun rises each morning, the more I add to the list, the more overwhelmed I feel.

Then I had a startling insight: I will never be finished with my To Do list. I will always have wonderful new projects that I want to add. I will always have maintenance tasks that need to be performed. There will always be emails to answer and phone calls to make.

Once I understood that I would never get it all done, then it was only a baby step to the knowledge that I can’t do it all myself. Either I have to delegate projects and tasks, or I have to delete them from my list. If you are serious about not feeling burned out and overwhelmed, then the first place to start making cuts is in your To Do list.

Take Your Time

New habits take some getting used to, don’t they?

The outcome will be a feeling of mastery over your workload, your time and your energy. You will be in control of your calendar and To Do list instead of feeling as if they are in control of you.

Start With These Simple Tips

1. Calm down. You cannot do any of these tips if you are feeling stressed. Do 5 minutes of something relaxing before trying any of these tips.

2. Set priorities and goals. Where do you want your business to be in 12 months? What is most important, right now, to get you to your 12-month goals? Pick just three goals for 12 months. If you complete them, you can always add another one later.

3. Centralize your To Do list. Because I’m at my desk most of workday, I have a To Do file right on my computer that I can easily access and update. Whether you keep your To Do list on your smart phone or in a notebook, make sure you can get your hands on it quickly. When a new idea comes up, you have a place to put it immediately, instead of trying to keep track of it in your head. This is so liberating!

4. Focus. Choose one task and focus solely on that until it is complete. Stop multitasking; it will only lead you to feeling more overwhelmed.

5. Set a timer. Work on one task for 20 minutes, and then take a break. Every week, work for 5 minutes extra (25 minutes instead of 20, and so on) to help rebuild your focus, sustained attention span and ability to concentrate. Pay attention to when you start to become distracted and work with your natural biorhythm to take mini-breaks when you need them. Most adults can pay sustained attention for 20 minutes before becoming distracted. (Most adults can renew their attention to a task after being distracted, too.) I use a timer from TimeTimer to keep track of my 20-minute work segments.

6. Know how long it takes. I am notorious for assuming that tasks take much less time than they actually take. I block out 15 minutes for a task then discover it actually takes 30 minutes. I have learned this simple rule: whatever you think a task will take, double it. That way you won’t add too many tasks to your daily calendar and you will feel less stress because you know you’ve given adequate time to every task. Plus there’s a nice added cushion of time for a tea break!

7. Simplify. Is your business too complicated? Should some of your manual tasks be automated? Take a deep look at every task you do and ask yourself if there is a better, easier way to do it, or if a piece of software could do that task for you.

8. Know your Productivity Peak. When is your best, most productive time? Most creative time? For me, it’s 8AM to 2PM. That is the time when my intellect and my creativity is flying high. So I use that time to work with clients, teach classes, write books, and create training programs. Knowing and using your personal productivity peak times will help you be more productive and produce better quality work. Use your non-peak time for maintenance items that don’t require much brainpower (or willpower).

9. Give yourself the gift of distraction. Sometimes we push ourselves too hard. Owning a business is a marathon, not a sprint. Every few hours, take a break from your work. Step out your front door and get a breath of fresh air. Play some music. Go for a walk. Read a fun book. Have coffee with a friend. Do anything that takes your heart and mind away from business. You will be rewarded with a clear mind and a fresh perspective when you get back to work.

10. Get rid of clutter. For many people, when there are too many things in your visual field of focus, it is hard for your brain to concentrate on the task at hand. If out of sight really does mean out of mind, keep a file drawer for paperwork and put a note to yourself in your To Do list about where to find the necessary paperwork or email when you’re ready to work on that task.

11. Know your RQ (resistance quotient). Discover what you’re resisting when you use distraction and procrastination instead of doing your work. Stop self-sabotaging your success.

Specific Things You Can Do to Deal with Overwhelm

12. Just say no without guilt. Too often we try to please everyone and end up with too much on our plates. When you are feeling overwhelmed, look at the people and projects you’ve say Yes to that perhaps you should have said No to. Here’s a practical article I wrote on how to say no to people when they ask for your time.  Look at your To Do list and ask yourself if you can simply say No to any of the tasks. Remember, you are in control of your task list and your calendar. Only you can overbook yourself, so only you can say No to requests for your time.

13. Clear your desk. There is no better feeling than starting fresh and getting a complete handle on everything that needs to be done. By going through every paper, every pile, every note, you consolidate and prioritize. Remember to use your centralized To Do list and throw away all those individual To Do notes!

14. What’s most important? Each morning, enter your office and ask, “What are the MOST important tasks to get done today?” Make a careful balance about short-term emergencies and long-term tasks so that you can meet your goals without getting swept-up in daily disasters.

15. Do it. Sometimes, a bare-knuckle commitment to getting things done is necessary. That pesky colonoscopy you’ve been putting off? Do it. That phone call to a disgruntled employee? Do it. That 3,000 word article? Do it.

16. Ditch it. Some projects were never meant to be. Some catalogs and magazines can be thrown away.

17. Delegate it. Ask for help. Look at all the tasks you do, and for each one ask, “Am I the only person who can do this task in the entire world?” Some tasks are your sole providence; others can be delegated to a website designer, graphic artist, administrative assistant, etc.

18. Work for results. Which things you currently do are giving you the results you want? Stop wasting time on things that don’t give you the outcomes you want, even if other people tell you that you “have to” do them. Stop listening to gurus and start listening to your own intelligence and experience. The only thing that matters is whether you are creating the outcomes you want.

19. Get into task habits. For instance, the first thing I do each morning is handle emails from clients and students. Then I do social media because it allows me to use a different part of my brain. Next, I look at financials. Then I prep for that day’s client calls and classes. These four tasks take me about 60 minutes, warm up my brain, and allow me to serve my clients and students first, before getting into the main part of my day. Each afternoon before I leave, I plan my projects/tasks for the next day, answer any last-minute emails, and straighten up my desk. Having task habits each day allows you to get the important daily tasks done in an orderly fashion.

20. Chunk your schedule. Do you have scheduled time each week for marketing? For administrative work? For speaking with clients? If you block out scheduled time each week for your work, you will know that you have a plan for how to tackle the work. For instance, I use all day Friday to write articles, books and new classes. I use Monday morning for administrative work. I teach on Tuesdays and Thursdays at 1PM. What does your ideal workweek look like?

21. OMD: Off My Desk. Make a concerted effort to handle each item that comes across your desk ONCE. Do not stack it in a pile and think, “I’ll get back to it later.” Each morning, make a clean sweep of your desk while reciting the mantra: OMD, OMD, OMD!

22. Bit-sized chunks. Divide big projects into mini-tasks. Grab a piece of paper and write down all the tasks you can think go into the project. Divide any task that takes more than 60 minutes into smaller, doable chunks.

23. Find it in 60 seconds or less. Create a rule for yourself that you will be able to get your hands on anything in your office in 60 seconds or less. When you put something away, put it away in the most intuitive place you can think of, so that it will be at your fingertips when you need it. Find a home for every item in your office and return it to its home after each use. Fall in love with your filing cabinet.

24. Just three tasks a day. Stop overscheduling your time. Choose just three tasks a day to complete. If you are done early, you can always take on another task (or escape from the office for a little hard-earned play time).

25. Admit that you will never get caught up. Your To Do list will never be empty. Humans are the only animal who, once they complete a task, create new projects and tasks to occupy their minds, their time, their creativity, their energy. We’re hard wired this way.

26. Stop multitasking. While there are conflicting scientific research findings about whether multitasking causes productivity loss or not, my clients tell me that trying to do too many things at once causes them to do a poorer job, both in productivity and quality of work.

27. Out of sight, out of mind. When you need to focus deeply on a task, especially for a long amount of time, try clearing off your desk first. We get overstimulated, visually, by having many items within our view. By putting them out of sight, you can then focus more fully on the task in front of you. I use this technique when doing in-depth strategy work for myself or with clients. It forces my visual focus, and therefore my mental focus, on just one thing.

28. When you need to focus, get away from your desk. When I’m working on a big project, like writing a book, I find it best if I take my laptop and leave my office. If the weather is cooperative, I will go site by the lake and write; if not, I will find some quiet corner of a coffee house or hotel and write there. Even moving from your office to your living room will help. Because there is nothing else to grab your attention, you are able to focus for longer periods of time.

29. Check it off. Make a list (a To Do, a Task list for a big project). Put a big checkmark next to each task when you get it done. It’s very satisfying!

30. Make an appointment with yourself. Having a To Do list is great, but the real payoff comes when you move tasks from your To Do list and put them in your actual calendar as an appointment with yourself. In this way, you can estimate how much time something will take, and know that you have blocked out enough time to get it done.

31. Celebrate. When you get done with a big project, don’t automatically move to the next one. Find some wonderful way to celebrate your achievement!

32. Put on your CEO Hat. What are priority tasks for the ultimate success of my business? Sometimes what seems like the right thing to do in the moment is exactly the wrong thing to do for the future.

33. Get it out of your head and on to paper. Are you trying to carry your entire project plan in your head? Are you carrying your shopping list and your weekend appointments in your head, too? Stop it! Find a place to write down all these things, and use it consistently, so that you have a clear mind.

34. Unsubscribe. Do you belong to too many email newsletters that you never read? I have a litmus test: Every quarter, I go through all the email newsletters I have received from a specific person. If I don’t find at least one brilliant idea, one great tip, or one deep insight, I unsubscribe. By knowing why you subscribe to email newsletters, and using those values to judge whether a newsletter is delivering value to you (or not), you’ll easily be able to unsubscribe from those that don’t meet your needs. Life is too short to wade through emails that don’t sing to you.

35. Close down your email and social media sites during peak work periods. It’s too distracting, too tempting. (It’s like not keeping ice cream in the house when you are on a diet.)

36. Set up a good filing system. Keep big projects in their own 3-ring binder or an electronic folder on your hard drive, so that all your material is in one place. Archive old financial papers, client files, etc. into storage drawers or boxes.

37. Embrace the PDF. Get the paper off your desk by using electronic PDFs of anything that’s important. You can scan anything that comes in to your office on paper to a PDF. You can also print any online or electronic file to PDF using your operating system’s PDF creation software. If your computer’s operating system doesn’t include a PDF creation software package, try the free PrimoPDF.

38. Create an at-a-glance project planner. I juggle many projects each month. So once a month I grab a piece of art paper and create multiple squares, one square for each project. In each square, I write down the five most important tasks that need to be done for that project in that month. When I glance at it, I can see how all the puzzle pieces fit together and where the demands on my time will be felt the most.

39. Big rocks first. Do you know how to plan your priorities? This wonderful video with Stephen Covey will help you see the big picture.

40. Perfectionism kills. I know, because I tried to do every task perfectly and it nearly killed my business. Some tasks are critical for your success and need to be as good as they possibly can be. Other tasks are not so important and just need to be done without a lot of glory or perfection.

41. Backlink tasks to a project deadline. If you have a project with a deadline (like a class that starts on a certain date), put that deadline in your calendar. Then, working backwards, fill in the tasks on your calendar that lead up to the project conclusion. Then you will know when you have to start the project in order to complete the tasks in time.

42. Use GanttProject software. I’m a geek. I love software. I love Gantt charts. A Gantt chart is a visual way of seeing and linking tasks within a project, assigning time to each task, and connecting the tasks to figure out how long the entire project will take. I use a free software program called GanttProject for mapping out project/task work for big projects. You can download it for free here: http://www.ganttproject.biz/download (Don’t use the big green “download” button on this page. That doesn’t download GanttProject. Instead, look for the link in the upper left corner that says “GanttProject 2.5.” That’s the correct link.

43. Allow for Murphy’s Law. No week is complete without something going wrong. So plan for it. Allow time in your week for tasks to take longer, phone calls to take longer, emergencies to crop up. You’ll be happier planning for breathing space.

44. Action alleviates anxiety. Pick one high-priority task on your To Do list and do it. Nothing relieves stress better than getting off your butt and taking action. Don’t fall in the trap of picking a low-priority task just because it is easy. Do the things that matter.

Whew! That’s quite some list! As I said earlier, don’t try to do all 44 tips at once. Pick one that feels like it will work well for you and take a month to make it a habit. Then pick another and another until you can feel your overwhelm and anxiety lessen.

I’m wishing you a peaceful and productive business life!

Which one of these tips have you tried?

copyright (c) 2012, Karyn Greenstreet. All rights reserved.

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Category: Managing Projects, Tasks & Time, Running a Strong & Efficient Business
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Why I Always Read Email First Thing Each Morning

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Time-management pundits are always harping on how we waste time reading emails first thing in the morning. I think they’re full of manure.

First of all, a Marketo study found that 58% of people read email first thing in the morning, many reading email before they even eat breakfast. Is it just addiction — or is there a good reason for it?

As a small business owner, I have a HUGE reason for reading email first thing in the morning: my customers matter to me more than anything. Most of my clients, students and mentoring group members communicate with me via email, so taking care of their needs first thing in the morning is simply good customer service.

Why do the time management folks act like email is evil? Because we don’t segregate “important” email from “read this when you get a chance” email.

There’s nothing inherently wrong with reading email first, just like there’s nothing wrong with writing your blog post first each morning or doing yoga first thing or working on a major project first thing. You have to pick your priorities and you have to focus on the task at hand. It’s all about goal setting and self-discipline.

  • For instance, I do not use my personal email address when signing up for ezines and email newsletters. That way, my personal Inbox doesn’t get crowded with non-essentials and stops a lot of spam from ever reaching me. If something is in my personal Inbox, it’s because it’s important, like an email from a client, student or my business partner. (A colleague told me that she has 2,500 new emails each morning. My question to her is: WHY do you allow so many emails get into your personal Inbox? They can’t possibly all be of the same importance level.)
  • Another reason I read email first is that it’s the only real quiet time I have during my working hours. Typically the phone doesn’t start ringing until 9AM and using the pre-phone time to read email allows me to focus.
  • I’ve delegated much of my email reading to my business partner who handles any routine customer service questions from people who have bought my ebooks or audio programs, or students who have lost their login ID.
  • I quickly scan my new emails and only answer those ones that are most urgent. I leave the rest of them for later in the day, after I’ve done my other daily prep work.
  • Finally, I read email first because it’s when I’m the freshest and smartest. Do you really want to be writing emails when your brain is fuzzy?

If email is an important part of communicating with your customers then go ahead and read it first thing. Just pay strict attention to whether you’re keeping focused on the Communicating With Customers task or veering off to read articles, news, jokes, quotations, or watching YouTube videos of Surprised Kitty instead of doing your work. Set a time limit, say 30 minutes, and get through the most important emails first.

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Category: Managing Projects, Tasks & Time, Running a Strong & Efficient Business
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