Extreme Productivity Seminar

Slide 1: IT Redux Extreme Productivity Seminar Palo Alto, CA — March 28, 2008 Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 2: IT Redux 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 AM Introduction to Google Apps and Salesforce.com 11:30 AM 12:00 PM 12:30 PM Lunch (served at the Quattro Restaurant, complimentary of IT|Redux) 13:00 PM 13:30 PM Management of Contacts with LinkedIn 14:00 PM Setup 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 17:30 PM Drinks 18:00 PM Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 3: IT Redux A Year in the Life... Manage 74 projects While... Complete 567 tasks Run a 35 people company Never missing a meal Raise new round of funding Sleeping 9 hours every night Open 5 local sales offices Watching 5 movies every week Advise 12 startup companies Travel 107,134 miles And still asking for more... Log 48 flights as pilot in command Get IFR rating Currently managing: Get Cirrus SR22 type rating 5,347 accounts Get mountain flying endorsement 14,141 contacts Buy first house 253 projects Get first child 584 tasks Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 4: IT Redux Credits Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 5: IT Redux Extreme Productivity Process Self < 2’ Complete Task Interrupt Self > 2’ Self Assign Task Required Yes Actions Delegate Check Other Task Completion Receive New Analyze New Actionable? Inbox Item Inbox Item Create Assign Assign Multiple Project First Task Next Tasks Yes Store No Valuable? Optional Trash No Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 6: IT Redux Google: The Empty Inbox Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 7: IT Redux Salesforce.com: Context & Actions Contact Ismael Ghalimi 0..* 1 Account EP Partners 1 0..* Campaign EP Seminar 0..1 0..* Task Rent Room Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 8: IT Redux The (other) Force Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 9: IT Redux Custom Objects in Salesforce.com Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 10: IT Redux 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 Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 11: IT Redux Managing Meetings Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 12: IT Redux Managing Contacts with LinkedIn Develop complete profile Invite all contacts Forward introductions diligently Accept relevant invitations Send few messages Ignore questions Keep Inbox empty More networking tips... Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 13: IT Redux Managing Projects Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 14: IT Redux Managing Assets Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 15: IT Redux Managing Documents Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 16: IT Redux Managing Travels Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 17: IT Redux Extreme Productivity Gear Apple iPhone Apple Cinema Display 30” Best Smartphone Best LCD Display $399 $1,799 Apple MacBook Air XEROX Phaser 6180MFP Best Laptop for Meetings Best Color Laser All-in-One $1,799 $899 Sony VAIO TZ298N/XC GTD Trifold NoteTaker Wallet Best Laptop for Travels Best Personal Analog Assistant $3,699 $99 Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 18: IT Redux 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 Copyright © 2008, Monolab, Inc. All Rights Reserved.

Slide 19: IT Redux Thank you! www.itredux.com Copyright © 2008, Monolab, Inc. All Rights Reserved.