Communicating Your Priorities Better with the ‘Rule of Five’

One of my go-to tools for prioritizing and managing my to-do list is Trello. I use this collaboration tool to handle all my tasks and projects, and I love how easy it is to work with other members of the Practically Perfect PA team.

So, it’s no surprise that I’m a frequent reader of the Trello blog. They have fantastic content on time management, leadership, and productivity.

Recently, I came across a post about the ‘rule of five,’ a concept introduced by Joel Spolsky, Co-Founder of Trello, to help his team manage priorities. I thought it would be a useful approach for Assistants when communicating their priorities to their Executives. Let’s explore how you can better communicate your priorities using the ‘rule of five.’

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What Is the Rule of Five?

It can be hard to give Executives a true picture of our daily work. Some Executives are fine letting the “magic happen” and don’t want to be too involved in the details. Others are simply too busy to keep track of your workload. Now that many Assistants work remotely, understanding what everyone is working on is harder than ever.

If you’re lucky enough to have an Executive who wants to understand your work and priorities, you might be tempted to list every task on your plate to show how busy you are. But as Lauren Moon explains in her post:

“Let’s be real, though. While these tasks aren’t necessarily a complete fabrication, they’re also most likely not an accurate representation of what you’re truly spending your time doing. It’s natural to want to prove that your work is providing value to the company. But ask any manager, and they will tell you that instead of the twenty one-off tasks you have on your to-do list, what they really want is to get a gauge on the most important ones.”

The rule of five simplifies updating your Executives on your priorities and gives a truer reflection of your daily work. It’s quick, easy, and particularly helpful for Assistants working remotely.

So, what is the rule of five? It’s simply sharing:

  • Two tasks you’re working on today
  • Two tasks you plan to work on next
  • One task that people expect you to be working on but aren’t

 

Let’s break this down because I know for many Assistants, only sharing what they’re doing in a day sounds intimidating (who only does two things in a day!?).

Communicating Your Priorities to Your Executive

The rule of five is designed to keep your Executive in the loop on your work. They don’t need you to prove you’re busy—they should already know that. What they want to know (or should want to know) is what you’re prioritizing and where you’re focused.

Yes, there will be other tasks you complete in a day, but what two tasks are priorities and need your focus? Those are the tasks you should share with your Executive.

After listing your main two tasks, the next step in the rule of five is to share what’s coming up.

Two Tasks You’re Planning to Work on Next

Communicating to your Executive what’s coming up shows that you’re planning ahead and creating a realistic roadmap. It helps others assess what’s coming next and plan accordingly. If your Executive is waiting for you to finish these future tasks, it also gives them a clear idea of when to expect completion.

Transparent Communications

The final part of the rule of five ensures you have honest and transparent communication with your Executive, which helps manage their expectations. Mentioning tasks others expect you to be working on but aren’t (for various reasons) gives a realistic view of your workload.

The reason you’re not doing the task should be explained. Maybe you’re too busy, the task doesn’t align with your goals, it doesn’t fit the company strategy, you’re waiting on others, or you’ve been putting it off. Whatever the reason, having this self-awareness and being able to discuss tasks you’re not working on makes managing expectations easier. As Lauren Moon writes:

“When expectations meet reality, it’s more satisfactory for everyone.”

Using the ‘Rule of Five’ with Your Executive

Creating a quick, effective, and efficient dialogue with your Executive is more important now than ever. The rule of five can be a valuable tool for Assistants to use with their Executives daily or weekly.

It would be ideal if your Executive also used this method and shared their rule of five with you. If they’re not working on a task, maybe you can take it on or get started on the two additional tasks they’re planning.

The rule of five can be shared over email or during one-on-one meetings. It’s a flexible method that leads to a better understanding of your priorities and gives insight into what you’re doing behind the scenes to “make the magic happen.”

The ‘rule of five’ is a useful exercise for Assistants to keep in mind when communicating priorities with their Executives. While it can be overwhelming to share every task, breaking them down into five key focus points makes it much easier.

If you’re looking for ways to improve your communication skills, productivity processes, and time management, I highly recommend the Productivity and Time Management for Assistants Online Course. It’s an excellent resource for learning how to manage your time more effectively and stay organized, even under pressure.

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Nicky Christmas

I'm Nicky, the Founder and CEO of The EA Campus. Let’s continue the conversation over in our communities.

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