Why Time Saving Hacks Are Key to Financial Sustainability
It's Monday morning, and Alex, the Executive Director of a growing social enterprise focused on improving democratic participation through civic technology, is already feeling overwhelmed. Their partner is out of town, leaving them with extra childcare responsibilities. They rush to the office without breakfast, only to dive straight into back-to-back meetings. Throughout the day, Alex feels the weight of multiple tasks slipping through their fingers, as if they’re constantly dropping balls. By day's end, they realize they've made zero progress on their most important initiatives.
This scenario is all too familiar for many social impact leaders, trapping them in an unsustainable cycle of reactivity and firefighting. The consequences of this pattern are severe and far-reaching: missed opportunities for transformative projects, increased stress and burnout, and a growing disconnect between daily activities and long-term mission.
This not only jeopardizes the leader's personal sustainability but also threatens the organization’s financial viability. Without intervention, Alex risks compromising the very impact their organization aims to achieve in strengthening democratic processes.
Common Pitfalls to Time Saving Hacks
Traditional solutions often fall short in addressing these challenges:
• Tools: While promising, productivity tools often lack the nuance needed for complex decision-making. Elaborate prioritization systems can become time sinks themselves, with leaders gravitating toward quick, easily-completed inbox tasks while crucial strategic work remains untouched.
• Time blocks: Many leaders struggle to maintain focused work periods due to constant interruptions. There's a risk of neglecting time-sensitive matters while engrossed in deep work, leading to an overwhelming backlog of emails and messages after disconnected sessions.
• Staff: While additional support can help, it comes with challenges. The onboarding process is time-consuming and may not yield immediate results. There's uncertainty about the return on investment, especially in resource-constrained environments.
To overcome these limitations and achieve a transformative shift in how social impact leaders manage their time and energy, we need an innovative approach that combines clarity, strategic delegation, and structured systems.
Let's explore five powerful strategies that can help leaders like Alex reclaim their time and maximize their impact.
By implementing these strategies, social impact executives can create high-performing innovation teams that energize both themselves and their staff for sustained success.
Time Saving Hack #1: Set Success Targets
The cornerstone of effective productivity and deep work lies in clearly defining what success looks like for your role and organization.
Setting a specific time target is crucial as it provides a clear benchmark for success and helps you stay accountable to your priorities. Remember, these targets aren't set in stone—review and adjust them quarterly based on organizational needs and your progress.
Key Steps:
1. Prioritize: List your organization's top 3-5 strategic priorities for the year. True priorities have major consequences or opportunities lost to the organization if you don't follow through.
2. Key Tasks: Pinpoint the specific tasks or activities that you, as a leader, must personally undertake to drive progress.
3. Target: Estimate a concrete goal for the percentage of your time you need to protect for these high-value activities to do them well (e.g., 50% of time every month)
Tip
• If you’re struggling to distinguish truly high-value priorities from less impactful ones, review your North Star (see below) to realign on what constitutes high-value work.
For more on identifying and refining your goals and organizational priorities, see The North Star: 5 Ways it Fuels Retention and Sustainable Innovation
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Example
Alex identifies that developing partnerships with local governments and securing funding for their civic technology platform are their highest-value activities. They set a goal to spend at least 50% of their time on tasks directly related to these priorities, such as meeting with potential partners, crafting funding proposals, and engaging in strategic planning sessions.
Time Saving Hack #2: Audit Tasks, Meetings, & Emails
To reclaim your time effectively, you first need a clear picture of where it's currently allocated. A thorough time audit can reveal surprising insights about your work patterns and highlight opportunities for improvement.
Key Steps
1. Log all your activities (meetings, emails, and tasks) for at least one full week using a simple spreadsheet. (Or, if you have a solid digital record, review sent emails, completed tasks, and your calendar)
2. Score each activity on two dimensions: Value (1-5, with 5 being highest) and Energy (1-5, with 5 being most energizing).
Energy is a more insightful metric than time because activities that boost your energy lead to increased motivation and focus, enabling you to work harder and smarter, which results in higher quality output.
3. Analyze the data to identify patterns, particularly low-value or energy-draining activities that consume significant time.
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Example
Alex tracks dozens of meetings and tasks across the week on a simple sheet with three columns, the task itself, value, and energy.
Through their audit, Alex discovers that they're spending 30% of their time on energy-draining and low-value tasks and meetings.
They also realize that responding to non-urgent emails first thing in the morning is draining their energy and delaying work on high-priority tasks.
Time Saving Hack #3: Try Simple Productivity Rules
Once you've gained clarity on your priorities and time allocation, the next crucial step is to establish a set of guidelines for efficiently handling incoming tasks and requests.
These rules will serve as your decision-making framework, enabling quick and consistent responses to daily challenges.
Key Steps
1. Prioritize: Identify common types of low-value and energy-draining activities from your time audit. For instance, activities that don’t directly impact the priorities in Step 1 above.
2. Prototype: Create simple "if-then" rules for handling these activities. Common actions include: requesting info, deleting, streamlining, delegating or automating. (see “example rules” below)
Example Rules (hit toggle)
Value
Actions
Unclear
• Request: ask for purpose directly or delegate fact-finding
Low / Med
• Delete: don’t respond or politely push request
• Delegate ◦ Automate: create stock responses and use with hotkey ◦ Delegate: assistant completes (see Step 4 below)
• Optimize ◦ Multitask: complete while exercising / commuting ◦ Shorten: frequency, length, or energy (eg: chat async; ask for email updates beforehand to shorten meeting)
• Optimize ◦ Combine: “Office hours” for people to ask Qs in 1 meeting ◦ Cluster: meeting days to just a few days ◦ Batch: all marketing budget approvals 1 day a quarter ◦ Scope down: validate interest in and refine one blog post and the topic before creating a whole series upfront
3. Align: document and share (if needed) with key internal or external stakeholders that may be impacted to ensure they understand your new approach.
Tip
• For challenging tasks, consider recording yourself doing the task and have your assistant or delegate come up with a first draft of a playbook they own and refine with your feedback.
• If you’re struggling with consistency, start with just one or two low-value, energy-draining activities then gradually expand. Use visual reminders or enlist team support to help reinforce the new habits.
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Example
Meetings: For those low-value and energy-draining meetings, Alex reduces their frequency from weekly to monthly and reduced a couple from 1 hour to 30 minutes. They also implement a policy requiring clear agendas and expected outcomes for all meeting requests. Finally, Alex protects at least two mornings every week from meetings to ensure they had the mental space to focus on strategic tasks.
To operationalize this, Alex modifies (a) their google calendar (and used a tool like Reclaim ai) to set and auto-decline meetings at set times; and (b) their bookings tool (eg calendly) to avoid slots then to ensure these times were protected.
Emails: Alex creates a rule that all non-emergency emails would be batched and responded to once a day. They also choose to not respond to some lower-value emails at all. For others, Alex drafts email templates for common situations using a set of hotkeys (Chrome extensions like Blaze or Magical do this), often generalized from draft responses they got from conversational AI tools like ChatGPT or Claude — after inputting deidentified emails and their desired goal and tone.
Align: To ensure consistency, Alex communicates these approaches to their team. For exceptions, Alex designates their deputy to handle urgent matters that fall outside these rules, ensuring important issues don't slip through the cracks.
Time Saving Hack #4: Get an Assistant
One of the most potent strategies for reclaiming your time for deep work is effective delegation through an assistant. This role acts as a gatekeeper, helping you adhere to your productivity rules and protecting your energy for high-impact tasks.
Long-term benefits of this approach include increased focus on strategic initiatives, reduced stress, and improved work-life balance. Over time, a well-trained assistant can significantly amplify your impact and the overall effectiveness of your organization.
Key steps
1.Find: Are there any underused or flexible resources (eg: fellow, intern, general operations)?
If not and you’re on a budget crunch: consider overseas resources from sites like Fiverr or virtual assistant agencies. Note you can pay a night shift premium. If you lack time, delegate this hiring process to someone you can trust.
2. Validate: Clarify what is most important to you in an assistant and the types of tasks they’ll likely take on (eg: email, scheduling, etc) and validate their competence.
3. Begin with easy wins by delegating low-value or energy-draining tasks you uncovered with your audit.
•First pass: Your assistant creates initial drafts or priority scores for your approval. •80%: They complete the remainder after you finish the 20% requiring your expertise. •100%: They act on your behalf according to key rules & templates.
Tips
• Run retrospectives on what’s working/not working, time saved, and refine your rules. • If someone needs to transition out, make it part of their responsibilities to help “hire and train” the next person sufficiently before they leave.
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Example
To reclaim even more time, Alex identifies Sarah, a promising intern in operations, and offers her an expanded role as a chief of staff or executive fellow.
Alex starts by delegating simple tasks like managing their email inbox using predefined filters and scheduling meetings based on newly established rules that require clear agendas. As Sarah becomes more comfortable, her responsibilities grow to include drafting initial responses to routine inquiries and preparing briefing documents for key meetings.
After three months, Alex finds that their time spent on email has decreased by dramatically, freeing up nearly two hours each day for strategic work. This shift allows Alex to dedicate 40% more time to high-value activities such as partnership development and fundraising.
The quality of meetings improves with better preparation and focused agendas, leading to new partnerships with local governments and a successful grant application for expanding their civic technology platform.
Time Saving Hack #5: Build It in by Design
Many people use their email inbox as a to-do list — or lack a consistent one. This pattern leads to reactive behavior toward short-term, low-value tasks.
Instead, an intentional task management system helps you maintain focus on your strategic priorities and long-term goals.
Key Steps
1. Centralized tasks: Establish a single, comprehensive to-do list (e.g., a Google sheet or Trello board). Utilize quick-capture tools for on-the-go notes, regularly integrating them into the main list (e.g., Google Tasks, Google sheet)
Why: By moving tasks out of your inbox and into a dedicated system, you regain control over your priorities and can more easily distinguish between urgent requests and important long-term work
2. Strategic Planning: Develop a strategic brief outlining top-priority projects. Create a detailed work plan with milestones and tasks for each priority project.
Why: Ensures you have a clear view of your long-term goals and breaks them into actionable steps working backwards from your deadlines to reduce risk of delay.
3. Structured Work Rhythms: Implement weekly planning sessions to review and prioritize milestones/tasks. Schedule dedicated deep work blocks for those items.
Why: Protects your strategic priorities from being overshadowed by the constant influx of short-term demands, ensuring steady progress
Centralization: Alex sets up a simple google sheet with tasks with columns for week, due dates, status, and key links. They use the google sheet mobile app on their phone to capture ideas on the go easily, often using their phone’s native voice transcription app to avoid typing.
Strategic Planning: Every quarter, Alex creates a brief outlining their top 3 priorities. For each priority, they break down major milestones with deadlines to stay on track and associated tasks.
Work Rhythm: Every Friday evening before the following week, Alex spends 30 minutes reviewing their google sheet board, reviewing major milestones and marking specific tasks to complete the following week. They block out 2-hour "deep work" sessions three times a week for high-priority tasks.
Conclusion: Time Saving Hacks Enable Financial Sustainability
By implementing these innovative strategies, social impact leaders like Alex can overcome the limitations of traditional productivity approaches and create high-performing teams that drive meaningful change. The key is to start small, remain consistent, and continuously refine your approach based on what works best for you and your organization.
Check out other articles in this series
This series explores how you can create personally sustainable ventures, by optimizing processes for operational excellence