Build an Information Workflow for Optimal Productivity | Damanick Dantes, CMT | Skillshare

Build an Information Workflow for Optimal Productivity

Damanick Dantes, CMT, Macro Trader at Dantes Outlook

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7 Lessons (24m)
    • 1. Productivity, Like a Trader

      0:56
    • 2. Identify Major Challenges

      1:56
    • 3. Build Information Workflow

      2:36
    • 4. Make Quality Decisions

      4:46
    • 5. Achieve Optimal Productivity

      3:09
    • 6. Stay on Track Using Taskade

      7:01
    • 7. Tide App for Focused Mind

      3:15

About This Class

Information overload is a serious problem. As a trader, I am tasked with separating signal from noise. This class will outline workflows that align with milestone objectives. We will use the Taskade app to capture ideas, organize notes, and interact with a team. These simple tools are perfect for self directed creators and small groups. The class begins by identifying major productivity challenges from the Skillshare community. We will uncover new work techniques and actively build on ideas. We conclude with methods to manage the mind and find ultimate calm using the Tide app. 

  • Learn how to manage information like a trader
  • Build better workflows without overload
  • Use the Kaizen technique to make high quality decisions
  • Discover the Taskade app for productive flow and teamwork
  • Manage the mind using the Tide app for ultimate calm

Transcripts

1. Productivity, Like a Trader: How do you achieve optimal productivity Just like a busy trader? Well, information overload is a serious problem. As a trader, I am task separating signal from noise. Similarly, this class will outline work flows that align with milestone objectives and quality outcomes. We will use a top skate out to capture ideas, organize notes and interact with teeth. These simple lessons and tools are perfect for self directed creators and small groups. A versatile career should operate with structure. This way you can focus on doing something great Class begins with identifying major productivity's challenges from the skill share community. Way will uncover new work techniques and actively build on ideas. Way conclude with methods to manage the mind and find ultimate. Com. Using the tight up, come join us. 2. Identify Major Challenges: welcome to the first class on productivity like a traitor. The first step in tackling any problem is understanding common pain points when dealing with information overload. We define information overload as difficulty in understanding an issue and effectively making decisions when one has too much information about that issue. Simply put, we experience a decline in decision quality when information inputs exceed our ability to process the signals. So I browse the skill share productivity group toe better, understand community challenges and, as you can see there many pain points that center around a common theme of being less productive in the world of intense distraction. So our community prefers to constantly stay motivated without feeling like they have to follow a strict routine. So in response, I will only focus on building a structure for decision making and purpose decision making and proposed maybe a set of helpful tools and others suggested dedicated workspace and timeto work. I would say Start now by taking this class in one sitting or take a chapter a day for just maybe five minutes or so, direct focus on building your process. The community also struggles with social media so we can start by building a list of people in topics that you care about and engage with them on a more personal level. And that starts with understanding your worth and then channeling your exposure to does that worthy of such benefit for improving sleep. Yes, we will explore this using the tied up, which I personally used for a good night's sleep, and then journalists journaling, strategizing versus actually doing the work and prioritizing. We'll explore all of that by structuring and implementing a process using the task eight up . 3. Build Information Workflow: why build in information workflow as a traitor, it is critical to follow a workflow that'll process information and generate signals, and this process starts with idea generation. The inputs are macro headlines, which I distill using charts, and this step allows me to filter some of the macro noise using price data, and we all know price can be very noisy. So I use indicators that track the speed of price change or what I call momentum over time as macro information reaches these buyers and sellers in the market. And then I filter this information by what's important for my own level of risk. Next, I execute mainly on the go. I follow a set of rules to enter and exit, and I take a peek at the headline sometimes. But I feel a little better that my process is structured in a way that controls for this noise. And lastly, I monitor and adjust based on closing prices, indicator movements, profit and loss. And then I return to step one for new ideas or improvements. Based on this feedback. Outside of trading, we can all build a process to achieve a state of deep work and what I mean by deep work is not over work. It's just an intense focus on what will produce the most value we do. So my filtering, actionable information, which is used as a guard for distraction and the formula, is really simple. It's high quality. Work produced equals time spent, multiplied by the intensity of focus and to define high quality work produce. You want a high reward to risk profile, and by reward, I mean these high quality, value driven work that multiplies the positive outcome. And then the risk would be the precious time spent. So I need ties that you complete track how much time you spend on that and compare it to the value or quality or the impact of that actual task. And you want to multiply the expected outcome versus the amount of time that you spent. Because that's precious time that could be better focused on a deep work state. And what I mean by time spent is you want to prioritise for less time, less decisions and focus intensely on this high reward aspect. And that intensity of focus will give you the certain high this this feeling of being mined , mindful instead of mind, full 4. Make Quality Decisions: achieving a deep work state means we will make less decisions that produce more quality outcomes. The Japanese coined the kaizen philosophy, which means change for the better. And there are four basic steps. Step one is standardized, creating a process for activities that's repeatable and organized. So you're developing a habit. Step two Measurement. Examine whether the process is efficient. Using quantifiable data, which could be the time to complete a task. Step three is comparing benchmark against requirements. Ask yourself, Does this process eight me time? Does it take too much of my time and doesn't accomplish a desire to result? Lastly, step forward is innovating. They're in a search for new, better ways to do the same work or achieve the same result by boosting optimal productivity . The guys in created this brilliant 2080 rule that basically states that 20% talking and 80% mawr doing you can take a 20% of the theory but accomplished 80% of the work, meaning you create a process for activities that's repeatable and organized where it can compound about 80% of the time, you're gonna spend maybe 20% of the time thinking 80% of the time doing. Examine what the process is efficient using this quantifiable data or the time to complete when you're organizing. Maybe your work week. You want a 20% kaizen week and 80% preparation and follow up, meaning that you're establishing more of a foundational process that will drive this compound rate of return on your growth or your potential impact or positive outcomes in your benchmark. These requirements, you ask yourself, Does this process save me time to take too much time and does it accomplish? Said Result, 20% remaining actions. It'll take 80% of the completion lead time, meaning that the high impact or value driven outcomes would only be 20%. You have a small window of high impact items, but most of your time is spent creating this process that will allow you to focus on this small area of high potential growth. And this allows you more time to search for new, better ways to the same work or achieve the same result. And once we said before boosting the productivity and this last one, a lot of people disagree with you're gonna have 20% of the celebration in 80% of the reflection. There's a lot of pushback to this last kaizen 2080 rule because some people say, You know, I'm so busy I'd rather have more productivity by being busy accomplishing a lot of good things, and I don't have time to reflect and sit back. Um, that's unfortunate, because if you focus on the building blocks of this 2080 rule, you will have that 80% of the time to reflect and build on a stronger process. And you'll always have that 20% of celebration. So in doing so, you'll achieve ultimate mindfulness. So next rebuilding information workflow, and this could be a little bit of intimidating, but I'll walk you through it. Now we can map out the information workflow by taking it level by level. The first level is idea generation, so this basically means that we curate data, which is simply noise. That's what day it is. But data becomes information when it and answers our ability to think you want to separate the two by asking yourself, Am I able to process this information into action? Is this email or this notification really doing? We're really going to trigger any meaningful action. And if you're at a loss, return it to the data box until there is evidence of value. If you found something insightful, work on it. Execute the deep work state by creating intelligence integrated into your process and connect the dots to make you more knowledgeable and ready to develop. This is really a unique high that on Lee you can describe and often times you were so focused on this creative step that you forget about a routine and, yes, forget the routine just work intensity. For example. I put up creating this class until I was able to structure my ideas from days of research to create a simple process. I deck, and now I'm speaking to you from a deep work state. Lastly, reflect, refine and a just measure your outcome versus your expectations and hopefully you'll become more mindful and less mind full 5. Achieve Optimal Productivity: So the task aid is really a neat app that you can download be a desktop Apple and Android stores, and it basically allows you create list, collaborate and then track your workflow, and we'll walk through some templates, and most of it I'll leave it up to you because it's exciting to really explore and see the benefits. But these air tool suggestions and you're basically gonna use the workflow that we discuss and then apply it to your your task oriented, orientated assignments, and you'll use the project section to share ideas and work through some of the wonders of task aid and then later on the tight up. So before we begin Task aid, it's important to summarize our philosophy in the investment world, traders think in terms of convergence and divergence and convergence. Risk taking on the Left shows a Siris of negative outcomes in the hopes of producing a long run winner, and you will see money managers do this. They will double their bets just to justify a growing lawsuits and call it deeper value opportunities. And on average, they become more attractively exposed to potential big winds, and this requires a great deal of effort, a costly research team. Financial models, Institutional Trust conviction toe hold this capital for a promised skill, and this is why it becomes expensive. Right fees accumulate. To have this managed money in the sort of conversion risk taking environment and then incomes divergent was taking and a virgin risk takers admit toe less skill in identifying the star winners. Instead, this group prefers to take small losses in the short term and build on winners over the long term proven winners. And as a result, you have a better chance of preserving capital mitigating risk for these winning positions as you control for the high probability of tiny short term losses, and I'll get to what this means. So with that said, let's cut through the jargon and gets a productivity. Start with slicing and dicing your current workflow. Get rid of tasks that produced less quality outcomes and focus on high value items. Next go today version route and allow small spaces of time for these tasks that produced less value or distractions. If there is an increasing feedback of higher quality, you will allocate greater timeto value tasks and create a deep work state for a winning outcome and lastly, prioritized based on a large overall goal, said a mission, and complete your work with the sense of purpose, recruit others that believe in and can contribute to this mission and track your progress towards this common goal So your overall mission should be mindfulness or your ability to celebrate a win high impact win in achieving whatever X is. 6. Stay on Track Using Taskade: So here you can see the task. It act in action, and I'm just using a desktop template or a Web version. But you could basically say the same thing on your mobile app or desktop or Web based, and it's all integrated. So it'll save your profile on your information so you can easily excess access your your lists or tasks or anything like that on the goat, which is great, super convenient. You can see her this in my profile to get the templates, and I think the template to agree. You just click on new list and it will give you, um, I think the option of like creating a new checklist and beltline notes templates. We can even create a group and interact using these templates or whatever list that you built, and you can create comments. You can have a different chat feature. You can send a link for others, download even if they don't use task. A. They can see you know the task completed, or whatever outlines or notes that you got. So it's super collaborative, super easy and user friendly, which was great. So these are the templates of the offer you find creative ways to start your day using top skate up templates. It's basically a starting point so you can build off of. And I think they do a good job outlining. Would she sort of want out of a meeting, a task, a project? And he basically fill in the blanks, using the philosophy that we discovered basically the 2080 rule. Things like producing outcome oriented, smaller decisions, things like that you want to think about when you're building your outline and your outlines gonna be super specific toe whatever you want to do. But again, if you have that strong productivity foundation, whatever you do will be aligned with that so that you produced optimal returns. So here you can see brainstorming, meeting notes, project overviews, roadmaps, etcetera, and I walk through some of them. For example, the project room happened. You can see this nice, beautiful sort of, ah, background, which is nice to see. Um, great. What do you call it UX to basically see that project movement room out? They started off by saying, When is the big picture? Whenever you're working on a project, you're always going to start with a bigger picture what is the big thing that you want to achieve? And then you distill on that by creating list of ideas, brainstorming, collaborating. You want to focus on action item. So what's next? And you can also use the calendar feature by giving each item sort of a, um, a deadline. And it'll notify. Notify you via email when these tasks are coming, too. So that way, everyone can stay on top of it. When you decide on you, focus on what's next. You can also attack someone on your team, and they will see that they have been notified to complete a certain task. In this project, you can also drag and drop by things that are in progress, and then also dragon drop to signify things that are complete. And then here you can also see you know what your team is discussing on this project. This is a great way for everyone, sort of to keep in touch, and they have really cooling motives that you can put in as well. So it's fun, easy to use, and this allows you to have fun, but also stay on task by following this room out when you're in a meeting. I think it's read toe. Have a particular outline. Sometimes meetings can run long, tedious, and you know you really don't see the value add because he'd spent a lot of time going back and forth without having a decision. Meetings should be a common spot where people make decisions, and there's an outcome from that for everyone to stay on task in order for the meeting to be meaningful in a lot of time, we struggled to extract meaning from a meeting, and that's always difficult. So task aid has great template where you can, you know, identify the attendees I would put in at signal to signify who's doing what in the action items. You would follow a particular agenda. So before the meeting, you want to focus on the bigger picture theme on a particular project, Organizational goal, and you want to focus on engagement outcomes and decisions, right or engagement decisions and then outcomes. Um, how you improve the decisions or the engagements wanna review and set up analytics or any type of data information working through that information Workflow. How do you distill data toe intelligence to a deep work state of action toe where you can reflect and provide feedback for your team so that you can continuously grow when you're taking notes. You take notes on this decision or the analytics that have produced from this on Dhere. They just get particular examples of, you know, people working on decisions and take notes. The action items. Like I said before you can tax someone, you create sub task, which is great, and you can also provide more details. And there's also the discussion board weaken in stride with routine. When you're working on a project overview, you want to discuss what your project is about, and I think they have a good way here, creating a template of organizing it in three processes. Goal research and details. I think that's awesome. You could also create a timeline. There's a calendar feature like I discuss before, and then you also have your action items. Template for team reviews focuses on three main things. What you're doing well, what you can improve on and suggestions or actual outcomes. And I like this section rebuttals and more. You also want your team heavily involved you operating from the standpoint of maybe a manager, you don't have that face time that the rest of her team out there on the front lines and you want them to rebut and be the driving force of organizational process because they're the front lines of the results. Not you as a decision leader, unfortunately, but you have control over people's inputs into a system toe where all of you control the output of that system. And I think that's a good way of framing yourself as a decision maker using this optimal productivity workflow. And you want to think about that when you go to fill in this template and we'll talk about this. Lead Iran. When we use a project section where we can all collaborate on our task, it work process, he's when creating bullets. This is a cool way of just putting down, you know, when you finish your project. Hashtags are great because you can always go back to them and see things that are sourced on a particular topic. Easing task aids. So your group can all see these different sort of channels of collaboration on. You can also create your schedule by day if you want, which is great. On a week to week basis again. Maybe using kaizen approach 80% of your time will be spent on the process or this deep work state or planning for this deeper XT eight and in 20% would be the actual doing of creating this high impact or high value task. And you want to organize your week accordingly, and that's about it for the task it up. 7. Tide App for Focused Mind: So lastly, we visit the tide out or ultimate mindfulness and peace. So when you're in this deep works eight and you, you know, focused on you've narrowed your options and focused on something that is meaningful and that will produce high impact or high value, and you're in this sort of process of intense work. I think it's best to have something to sort of compliment that in the background, because sometimes we're alone in our own thoughts. And it's very hard to stay focused in the deep work state because he tend to second guess yourself. And there's anxiety. And there's all these other issues that come to the surface that tend to distract you. And sometimes you know we need to take a step back. And if you're in this deep work state, you're getting described it where you feel unease or you feel sh rest. Take us that back and just refresh, refocus and get back to doing what's right. Um, and in order to do that, I would use a tight up. Perhaps when you're when you're out of this deep work state, you want to just relax or just, you know, have your mind focused. You wanna create this or ambient sound environment, and some people use the headspace up, which I also think is very nice. And that's more for guided meditation. So if you want someone speaking to you or providing a walk through how to sort of level yourself, Um, and this is calm, our mind, whole state, that's great. But if you want less of that distraction like me, nature sounds could help a lot. So if you want the sound of maybe the ocean or birds chirping, I think that's something that's that's constant and steady that your mind in sort of wonder with and that provides rhythm of his deep work state or provides. This sort of energized, um not energized with sort of less energize than more of a common low of, of of ultimate vibration will. So using the tight up, I think it's it's available on Google play or APP for the Apple store. You can download it there. I think it's only on your mobile device or your iPod. I mean, it focused on three main things. Look asleep or maybe a quick nap, and what's best about it is what you can just click the play button and it'll start playing the nature sounds for a set period of time. What's good is that when you, um, play it before you go to sleep, you can basically set. It remembers the time that you sent it, and it gives you an optimal wake up time. So you have about maybe 68 hours or 4 to 6 hours of sleep, and it'll give you sort of that window. And when you wake up and you press stop, it'll tell you how long you slept based on the time that you click the plate. So that gives you a sort of, you know, road map of how you should be sleeping. Um, and it gives you sort of inspiring quotes. A nice little background sounds of very soothing and relaxing, and I personally like it. So when you're in this deep work state, you want to create this ambience or feel that will motivate you, produce the right vibrations and make you sort of one with yourself and with this with nature backdrop. And I think that's a good way of staying mindful, peaceful and whole