Top-Down Strategy

Most descriptions of tool sets start with the tools and proceed to describe the features of the tools. Starting with the tools is what I consider to be a bottom-up approach. It's left to the reader to interpret where they fit into their day-to-day concept work. I understand why most authors start with the tool. Trying to fit any tool into the myriad of different work lives is really hard. For example, where does blogging fit - well it depends on who you are talking to.



From the perspective of identifying a tool set for yourself, I recommend looking top-down as well.

What's a top-down strategy?

I'm sure there can be many top-down strategies, but for myself and in work literacy workshops I use a particular top-down strategy. It starts by looking at your key knowledge work:

• Roles
• Projects

For myself, these might be:

Roles

• Small Business Owner
• Manager
• Acting CTO
• Community organizer
• Expert / Speaker / Writer
• Client Advisor
• Family Vacation Planner
• Fine Dining Planner
• etc.
  

Projects

• Design and Conduct Workshops
  
• New product design
• Online workshop
• eLearning Learning product design
  
• Staying up-to-speed on eLearning 2.0
• Spring break plans
  
• etc.
  

Aside - Speaking of Spring Break plans, does someone want a workshop in an exotic location over spring break?

For each role and project, I ask myself:

• What are the key tasks?
• What methods and tools do I use for that task?
  
• What information do I regularly consume?
• What do I regularly produce?
• What sometimes goes wrong or seems harder than it should be? (Problems)
  
• Where do I believe I could have opportunity for improvement? (Opportunities)
  

I generally look back at the Knowledge Work Framework and its task categories as a trigger to remind me of these things. In other words:

• Scan - Staying up-to-speed on a topic.
• Find - Includes Evaluate, Narrow / Adjust
• Keep / Organize / Refind / Remind
  
• Leverage / Present
• Network
• Collaborate

I do all of this in a Word document - capturing it as a series of notes. I make sure to identify how my roles and projects fit with the tools and methods that I use. I look closely at my information consumption. And where I spend time. I highlight anywhere that I've identified problems or opportunities.

Based on having done this exercise formally or informally with quite a few people, I can almost guarantee that you will have a few aha moments. Many times it is simply because you force yourself to ask the question - is there a better way to handle this situation.

This also sets you up for aha moments as you encounter information along the way. Any information source that was not in your list should be questioned. If it wasn't on your list, is it just entertainment? Or is there an additional role or project that I should have thought about? Maybe I should get out of the way of this information source?
A really great exercise is to go through this with a peer or as part of a workshop ... hint :) ...

Spend some time to do this reflection, it's well worth it.

Other Posts in the Series

• Tool Set 2009
  
• Work Skills Keeping Up
  
• Top-Down Strategy
  
• Better Memory
• Information Radar
• Processing Pages with Links
• Networks and Learning Communities
  
• Collaborate
• Twitter as Personal Work and Learning Tool
• LinkedIn Guide for Knowledge Workers
• Search
• Browser Short Cuts
• Work Skills Workshop