Staying Organized When Handling Various Projects

How I Track 10+ Projects at Once as a Program Manager at Amazon It’s a question I get a lot: How do you stay on top of everything without letting something slip? Different teams. Different timelines. Different deliverables. And a lot of noise. Here’s how I keep it all moving…and still make it home for dinner: 1/ I use one central tracking system for everything ↳ One doc, one view. ↳ If it’s not in the tracker, it doesn’t exist. ↳ I update it daily and keep it brutally simple. 2/ I start every week with a 15-minute self check-in ↳ What’s behind? What’s on track? What’s at risk? ↳ If I don’t do this Monday morning, the week runs me instead of the other way around. 3/ I color-code by priority and risk ↳ Green means I don’t need to touch it. ↳ Yellow means it needs a check-in. ↳ Red means I need to escalate or unblock. 4/ I follow up with context, not just reminders ↳ “Just checking in” turns into “We need this by Friday to keep X on track.” ↳ People respond to clarity, not pressure. 5/ I keep a running weekly update for leadership ↳ 3 bullets: what moved, what’s stuck, and what I need help with. ↳ It keeps everyone informed without another meeting. Managing 10+ projects isn’t about multitasking. It’s about systems, focus, and momentum. You don’t need to know everything. You just need to know where to look…and what to move next. How do you track your priorities without getting overwhelmed?

Effectively multitasking as an Executive Assistant (EA) requires a mix of strategy, systems, and mindset. Here’s a few things I have learned over the years that help me juggle multiple tasks without dropping the ball: ✅ 1. Prioritize Ruthlessly Use the Eisenhower Matrix: Urgent vs. Important helps separate the critical from the noise. Ask “What moves the needle for my executive today?” and focus on that first. 🧠 2. Master Context Switching Group similar tasks (e.g., calendar work, travel booking, expense reports). Use the “batching” method: Handle emails at set times, do calls in a block, etc. Minimize distractions by silencing notifications while focusing on one task. 🗂️ 3. Leverage Tools Use tools like Outlook rules, shortcuts or any other tools that are available to you. Keyboard shortcuts = your best friend. 📅 4. Time Block Your Day Block time for deep work (e.g., creating board decks). Have built-in flex time for urgent requests and fire drills. 🛑 5. Know When to Say No or Delegate Be protective of your time. Delegate or delay non-urgent low-priority items when needed. 🧭 6. Stay Aligned with Your Executive Daily or weekly syncs ensure you're both focused on the right things. Understand their top priorities, working style, and communication preferences. 📋 7. Keep a Live “Command Center” Maintain a master task list (digital or paper) updated in real time. Review and adjust it throughout the day. 🧘♀️ 8. Stay Calm Under Pressure Multitasking isn’t doing everything at once—it’s managing shifting priorities with composure. Take short breaks to reset and stay mentally sharp. To my fellow EAs ... anything you would like to add? Let's keep the conversation going.

I cannot stress enough how critically important it is to take the time to build out systems that allow you to spend 0 time thinking about where your files are or how to access them. I have saved countless hours by taking more time upfront to set proper workflows and storage space for all my working and personal files. Some general principles to get you started: 1️⃣ Nothing is allowed to float - EVER. Don't let files float in your downloads folder or on your desktop. It will take you twice as long (if you are lucky) to find the file you need if things are allowed to float. Here is an example: Need to pull up a text editor to take notes during a meeting? The FIRST thing you are doing after that meeting is over is saving those notes (with a proper file name!) and storing it in the correct project location. Which brings me to point number 2: 2️⃣ Have a unique project location for every project. Projects of a similar type should all follow the same storage structure, but each project needs to have its own unique working space - no overlap. Example: Have two different projects for the same client? - each of those projects needs its own distinct working space to prevent misplacing items. 3️⃣ Have a specific system for each different file type you work with. Take and store meeting minutes the same way you do across all projects. Create, edit, and store deliverables the same way you do across all projects. Consistency is Key. 4️⃣ Last but not least - don't wait until the last minute to do these things - keep up with your notes and file saving as you work on these items. In the first example above where you pulled open a text editor to take meeting minutes - don't get in that situation in the first place. You should have your meeting minutes template opened and filled out with the meeting details already entered ahead of time. Work can be hard sometimes - no reason to make it harder on yourself - stay organized out there. Happy Sunday

I Was Drowning In Busy Season! (Then I Found This Mental Hack) Ever felt your brain was being pulled in 8 different directions at once? That was me a few months back. 4 different clients. Long hours workweeks. 1 auditor - Me. And the problem wasn't the amount of work. It was something far more dangerous. My mind was constantly shifting: From Task A to Task B. From Client 1 to Client 3. From urgent email to random ping. Each switch felt like it drained a little more of my mental battery. Until one week, I hit empty. Know that feeling of heaviness in your head? When your thoughts feel like they're wading through mud? That's where I was. But I refused to accept this as "just part of the job." There had to be a better way. And after weeks of experimenting, I found 3 mental hacks that saved my sanity. These aren't your typical productivity tips. These are survival techniques for anyone juggling multiple clients. Here's what worked for me: 1. Your Brain is Not a Storage Device Your mind wasn't designed to remember things. It was designed to GET THINGS DONE. So stop forcing it to be your to-do list. Every time a manager pinged me with a request, I immediately wrote it down in OneNote. Not tomorrow. Not "when I have time." IMMEDIATELY. Then I'd mentally release it. Think of your brain like your smartphone – when too many apps are running in the background, everything slows down. Close those background apps. 2. Treat Client-Facing Tasks Like Hot Potatoes When juggling multiple clients, everything seems urgent. But here's the truth: Not all urgent tasks are created equal. My breakthrough came when I realized this simple rule: Anything that goes directly to a client takes absolute priority. Emails. Deliverables. Meeting preparations. Think of them as hot potatoes – get them off your plate FIRST. Everything else? It can wait for 25 minutes. 3. The 25-Minute Forcefield I started using the Pomodoro Technique – 25 minutes of intense focus, followed by a 5-minute break. During those 25 minutes, I created a mental forcefield around myself. No emails. No Slack pings. No team check-ins. Just me and ONE task. Unless you're in a live client meeting, NOTHING is so urgent it can't wait 25 minutes. The most surprising benefit? This practice didn't just save my work life – it saved my personal life too. Before, even when talking with my parents, my mind would wander to pending tasks. Now, I'm fully present wherever I am. If you're in a client-facing role juggling multiple projects, these techniques aren't optional – they're essential for your mental health. Are you constantly task-switching? What techniques have worked for you? If you enjoyed reading this, it's a snippet from my FREE weekly newsletter where I share everything about my audit lessons and concepts. #audit #productivity #mentalhealth #consulting #clientmanagement

I get asked a lot by people, "Ryan, how do you manage all these different projects?" It isn't easy and I am not perfect at it, but you can climb the highest mountain by taking one step at a time. 10 Tips for Mastering Multi-Tasking Like a Pro 🚀 1️⃣ Prioritize Your Tasks 📝 Start with high-impact tasks first. Use the Eisenhower Matrix (urgent vs. important) to decide what needs immediate attention. 2️⃣ Use Time Blocking ⏳ Dedicate specific time slots for different tasks. Avoid context-switching by grouping similar activities together. 3️⃣ Leverage Technology 📲 Use productivity tools like Trello, Asana, or Notion to organize tasks and track progress efficiently. 4️⃣ Set Clear Deadlines ⏰ Give yourself a time limit for each task. Parkinson’s Law states that work expands to fill the time available—keep deadlines tight! 5️⃣ Master the 2-Minute Rule ⚡ If a task takes less than 2 minutes to complete, do it immediately instead of adding it to your to-do list. 6️⃣ Limit Distractions 🚫📵 Silence notifications, close unnecessary tabs, and use focus apps like Freedom or Forest to stay in the zone. 7️⃣ Batch Similar Tasks Together 🔄 Answer emails in one go, make all phone calls at once, and schedule social media updates in bulk instead of spreading them throughout the day. 8️⃣ Use the Pomodoro Technique 🍅 Work in focused 25-minute intervals followed by short breaks. This helps maintain energy and prevents burnout. 9️⃣ Learn to Delegate 🙌 If someone else can handle a task better or faster, delegate it. Free up time for high-value work. 🔟 Take Breaks & Recharge 🌿 Multi-tasking can drain mental energy. Step away, stretch, hydrate, or take a walk to refresh your mind before diving back in. ✅ Bonus Tip: Focus on progress over perfection—multi-tasking isn’t about doing everything at once but managing tasks efficiently without sacrificing quality! #Productivity #TimeManagement #Efficiency #WorkSmarter #Multitasking