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0444
Fax: 203.643.8001
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Confidential: Do Not Forward.

The Hamster Revolution!
Make life easier by discovering a powerful new way to manage
email and stored information.

Documents Email

Overload

Retrieval
Jump off the wheel
Info
and into your life!

Storage

By Mike Song, Vicki Halsey, and Tim Burress

• Foreword by Ken Blanchard (One Minute Manager®)
• Back Cover by Marcus Buckingham (First, Break All
The Rules)
• Includes a ground-breaking Capital One case study
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Table of Contents
I. About the Book ...................................................................................................3
II. Need for The Hamster Revolution ..........................................................................4
III. Purpose of The Hamster Revolution .......................................................................5
IV. Audience and Uses ..............................................................................................5
V. Knowledge Base ..................................................................................................6
VI. Related and Competing books...............................................................................7
VII. Outline ...............................................................................................................9
VIII. Sample Chapters ............................................................................................... 15
IX. Manuscript Length and Layout ............................................................................ 20
X. Timetable ......................................................................................................... 20
XI. Marketing Support ............................................................................................. 20
XII. Conclusion ........................................................................................................ 21

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I. ABOUT THE BOOK

As email volume has doubled over the past three years1, millions of professionals have
begun to feel overwhelmed by the mountains of information they’re expected to process
and store. The time and mental energy required to manage this deluge of data has not
only made work more difficult, it has disrupted work/life balance and slowed professional
development. Many feel like a hamster on a wheel; running faster and harder, but
getting nowhere.

Though several lengthy time-management books have been published, extensive

research conducted by the authors indicates that busy professionals are eager to find
simpler solutions. Rather than read a 250-page book containing hundreds of tips, most
would prefer a concise, easy-to-follow, roadmap to success.

Enter The Hamster Revolution: An engaging parable about a stressed-out professional

named Harold who is so over-loaded by information that he actually turns into a hamster!
As he falls behind at work, Harold’s family life suffers. Feeling desperate, Harold seeks
advice from an information productivity expert known as the Info-Coach. The Info-Coach
encourages Harold to join The Hamster Revolution: A movement of professionals who
have decided to reclaim their lives by fighting back against info-glut.

Harold discovers how to reduce email overload while increasing email quality. He also
learns how to dramatically improve the efficiency of his information storage system. The
result is a balanced and efficient work environment that saves Harold 15 days a year in
previously wasted time. Harold wisely uses this time to reconnect with his family and
resume his professional development at work. As Harold begins to reach his fullest
potential, he regains his confidence and transforms back into a human being.

The book concludes with a real world case study from Capital One demonstrating that
2,000 associates were able to regain 13 days per year as a direct result of implementing
Hamster Revolution best practices.

The insights, tools, and strategies contained within The Hamster Revolution were
developed as a result of extensive research and real world testing conducted by the
authors. Mike Song and Tim Burress are co-founders of Cohesive Knowledge Solutions
(CKS); an enterprise that has developed breakthrough seminars for reducing information
overload. Vicki Halsey is the Vice President of Applied Learning at The Ken Blanchard

1
EmailLabs Statistics Report on Email Growth 2006

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Companies; one of the world’s foremost leadership development enterprises. Over 4,000
knowledge worker surveys were compiled in preparation for this book.

II. NEED FOR THE HAMSTER REVOLUTION

There’s a palpable frustration with the quantity and quality of email gushing through our
lives. Email overload, aided by wireless technology, has created a frenetic, 24-7,
hamster on a wheel work environment. Ask any busy professional, “How’s it going with
email?” and you’re likely to hear a barrage of complaints: “It’s out of control!” “Let’s
blow up the reply-to-all key!” “Why can’t my co-workers get to the #*&! point?”

Professionals are also struggling to manage stored information. 75% of the 4,000
professionals we surveyed said they often find it time-consuming and frustrating to locate
stored email and documents. Only 20% had received training on how to effectively
manage stored information.2

When too much email is coming in and information is difficult to retrieve, professionals
get backed-up, become frustrated, and lose productivity. This condition is often referred
to as “info-glut.”

Our research indicates that a third of the nation’s 56-million knowledge workers have
been deeply impacted by info-glut and are aggressively seeking solutions. For example,
on a recent survey, 33% of HP colleagues indicated that email overload had become a
significant challenge.3

Several time-management books have been written (xxxx – xxxxx – Microsoft and yyyy
– yyyy– Penguin), but these usually consist of a long list of technology tips or a highly
complex system that may be hard for most to adopt. The irony is that many readers find
that these books simply contain too much information!

Overwhelmed professionals need a clear and concise game plan for battling info-glut.
The Hamster Revolution lays out a simple three-step success plan in 100 short pages.

2
CKS Survey of 4,000 Knowledge Workers 2003-2006
3
CKS HP Survey, n=120, May 2005

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III. PURPOSE OF THE HAMSTER REVOLUTION

The Hamster Revolution helps professionals manage information more efficiently so that
they can restore work/life balance and reach their fullest potential. The Hamster
Revolution helps readers to:

1. Reduce email overload

2. Improve email quality
3. Effectively manage all stored information

Readers also learn how to coach their teammates to adopt Hamster Revolution best
practices. This is how the revolution gains momentum and spreads.

IV. AUDIENCE AND USES

The primary target reader for The Hamster Revolution is the overwhelmed, mid-level
manager who works in an information intensive industry. There are 56-million
professionals (aka knowledge workers) in the United States. Hundreds of interviews,
workshops, and focus groups conducted by the authors reveal that approximately one
third of these knowledge workers are heavily impacted by info-glut. Many complain that
info-glut is a daily burden that distracts them from priority assignments and professional
development. Others complain that it diminishes job satisfaction. These frustrated
professionals tend to work in information-driven industries such as finance, healthcare,
and technology.

Within these industries, mid-level managers usually process the most information.
Unlike senior executives, mid-level managers don’t have administrative assistants to
triage their email and organize their storage systems. Unlike field level employees, mid-
level managers must communicate with subordinates, peers, and upper management. As
a result, they’re the most acutely affected by info-glut and are extremely interested in
information management solutions.

A secondary target reader is the C-level executive (CIO, CEO, etc.) who works in an
information intensive industry. There are many reasons for executives to pass along
The Hamster Revolution. As a result of enterprise-wide HR surveys, executives are
beginning to discover that email is creating major work/life balance issues for employees.
Many IT executives are concerned about the growing cost of backing up bloated inboxes.
Legal executives are concerned that employees often struggle to find critical documents
required for legal proceedings. New legislation (Sarbanes Oxley) is designed to force
publicly held organizations to do a better job of managing and storing their information.

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V. KNOWLEDGE BASE

Mike Song - CEO, Cohesive Knowledge Solutions, Inc. (CKS)

Mike Song is the CEO of Cohesive Knowledge Solutions, Inc. (CKS). He co-founded CKS
after observing that many of his co-workers were falling behind as a result of poor
information management skills. Mike envisioned and developed innovative workshops
that mitigate email overload. He also co-developed the COTA® system: An exciting new
approach to storing email, digital documents, and hard copy information.

As CKS trained thousands of professionals, the company carefully measured attitudes and
results with a series of highly targeted proprietary surveys. To date, the CKS Research
Team, led by Mike Song, has collected over 300,000 individual survey responses from
over 4,000 knowledge workers. This data has been extremely helpful in the development
of The Hamster Revolution. A partial list of Mike Song’s clients includes: HP, Novartis,
Clear Channel, Dish Network, and Corning.

Victoria Halsey Ph.D. - VP of Applied Learning, Ken Blanchard Companies

Vicki Halsey is a valued presenter, keynote speaker, consultant, and trainer for the Ken
Blanchard Companies. As an expert in brain-based and accelerated learning strategies,
Vicki assists organizations in understanding how to increase each individual’s leadership
and learning potential. Vicki’s passion is helping professionals regain balance and
meaning in their lives. She was one of the first to recognize the need for leadership in
the information management environment. Vicki developed a series of ‘conversation
starters’ to help professionals begin to provide information management feedback to their
peers. A partial list of Vicki’s clients includes: Nike, Oracle, ADP, KPMG, NBA, Merrill
Lynch, GAP, Wells Fargo, Clorox and Pfizer.

Timothy Burress- President, CKS

Tim Burress has a 15-year record of excellence in the field of training design and
delivery. Before co-founding CKS in 2003, Tim was a Director of Learning and
Development at Pfizer. Pfizer’s training department has been recognized as the best in
the world.4 Over the past ten years, Tim has helped over 12,000 professionals manage
their information more efficiently. Many of the book’s insights come from Tim’s hands-
on, classroom experience.

4
Training Magazine; Top 100 list – Pfizer #1, 2003

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Tim’s forte is the design and implementation of award-winning5 information productivity

workshops that achieve measurable and sustained behavioral change. A partial list of
Tim’s clients includes: Capital One, P&G, Pfizer, Progressive, and Centex.

VI. RELATED AND COMPETING BOOKS

Two books that compete with The Hamster Revolution are XXXXXXX by XXXXX
(Microsoft Press) and YYYYY – by YYYYYY (Penguin). Both books are targeted at the
overwhelmed, unorganized knowledge worker. Both books provide 250+ pages of good
advice on how to become more efficient at work. Xxxxxxx focuses on Microsoft
Outlook® efficiency while yyyyyy provides time-management insights. One concern is
that both books are long and jammed with hundreds of tips. When confronted with so
much information busy readers may be inclined to ask, What should I do first? Where do
I start?

Rather than providing a long list of tips, The Hamster Revolution provides a simple three
step plan. It engages the reader by introducing them to Harold; a likable everyman who
rises up to battle info-glut. The Hamster Revolution delivers its powerful information
management message in 105 short pages.

Wwwwww by eeee wwwwww (Wiley Press) is a well-researched 200-page guide to

working with email. Although it provides good advice on how to be more judicious with
email, there is little advice relating to improving email quality or information storage. By
comparison, The Hamster Revolution directly addresses email quality while also exploring
the powerful connection between email overload and information storage challenges.
After all, it’s difficult to respond to an email request when the required information is
hard to find. It’s also difficult to store an email or attachment when you’re not sure
where it belongs.

Qqqq by Liz qqqqqq (Three River Press) is a 213-page self-organization book. This
lengthy book focuses mainly on paper organization and time-management tips. Using an
airport analogy, the author provides hundreds of tips on improving office efficiency.
Books like qqqqqq focus exclusively on the individual worker.

By contrast, The Hamster Revolution focuses on the storage of digital information and the
increasingly collaborative, interdependent world of the modern professional. Although
email has become the most widely used enterprise communication tool, professionals
rarely receive feedback on its proper use. Teammates usually choose to suffer quietly
instead of providing targeted coaching to their co-workers. As a result, productivity and
professional reputations are needlessly compromised.

5
Training and Development Magazine Best Award: Capital One 2004

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A major advantage of The Hamster Revolution is that it provides practical techniques for
coaching teammates. By introducing the concept of info-coaching, The Hamster
Revolution empowers readers to take control of their workflow and lives.

Surviving eeee eeeee by Ollie eeeeee (eeee Publications) is a 103-page book covering the
essentials of improved information management. This is a short book that seems to be
hastily written. Some portions may confuse readers:

“If you are still not convinced that multi-tasking is not a good way to get things
done, maybe some scientific proof will change your mind. Psychologists and
efficiency experts have been studying multi-tasking for many years and the results
cannot be argued: Multi-tasking is not effective.”

In comparison, The Hamster Revolution employs clear and direct language. Our readers
seek brevity and order. The three-step Hamster Revolution plan rings true because it is
the product of extensive real world testing. The authors are committed to investing the
time and care required to create an important and lasting work that is helpful to all
readers.

Endorsements- Unlike qqqqq or qqqqqq the promotion of The Hamster Revolution will
benefit from two impressive endorsements. The Hamster Revolution contains a foreword
by the legendary Ken Blanchard, co-author of The One Minute Manager (Penguin
Putnam), who has sold over 20-million books. Marcus Buckingham, best-selling author of
First, Break All the Rules (Simon & Schuster), will provide a ringing endorsement on the
back-cover. Both authors have millions of hardcore fans who respect their opinions.

Capital One Case Study- Unlike most books, The Hamster Revolution contains a
ground-breaking case study from a respected Fortune 200 company. Capital One is
among the top ten most recognized company brands in the world. They manage $80-
billion in assets for over 50-million clients. The Capital One case study demonstrates that
Hamster Revolution insights work in the real world. Capital One was able to reduce email
processing time by 21% while increasing email quality by 52%. Capital One Productivity
Manager, Matt Koch, is available for media interviews.

Similar Books- Finally, The Hamster Revolution closely resembles two landmark books:
The One Minute Manager by Ken Blanchard and Who Moved My Cheese? by Spencer
Johnson. All three books arrived at just the right time to meet an emerging business
need. Each condenses a complex set of business challenges into a simple success
formula:
• In the 1980’s The One Minute Manager helped professionals to manage people.
• In the 1990’s Who Moved My Cheese helped professionals to manage change.
• Today, The Hamster Revolution helps professionals to manage information.

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VII. OUTLINE

CHAPTER 1: CONFESSIONS OF AN INFO-HAMSTER

Harold awakens to find that his dream job, HR Director at Foster and Schrubb, has
become a nightmare. Overwhelmed by an avalanche of information, he is falling behind
at work and neglecting his family. After years of struggling to keep up, he has begun to
feel like a hamster on a wheel: working faster and harder but getting nowhere. In fact,
Harold feels so much like a hamster, he actually changes into one, but is too distracted to
notice his strange transformation. Worried about his slipping job performance and
declining work/life balance, Harold seeks help from a productivity expert known as the
Info-Coach.

CHAPTER 2: THE HAMSTER PLAN

After overcoming his initial shock at having a hamster for a client, the Info-Coach helps
Harold understand that his real enemy is info-glut. Indeed, Harold’s effectiveness has
diminished as the amount of information he manages has grown.

The Info-Coach encourages Harold to join a new movement called The Hamster
Revolution in order to learn how to fight back against info-glut. The Info-Coach
introduces a simple, three-step plan designed to restore order, balance, and productivity
to Harold’s life. Steps one and two are covered in the first meeting: reduce email
volume and improve email quality. The third step, which will be covered later in the
week, focuses on dramatically improving Harold’s information storage system. A final
wrap-up meeting will be held in two weeks to gain feedback and fine-tune Harold’s new
found Hamster Revolution skills.

CHAPTER 3: STRATEGY 1 – REDUCE EMAIL OVERLOAD

Not unlike the Karate Kid, Harold is shocked by the simplicity of his first lesson. With the
help of the Info-Coach, he realizes that he is his own worst enemy in the battle against
info-glut. The Info-Coach helps Harold understand that the 10,000 emails he sends each
year are like boomerangs: For every ten that he sends, he’ll get back six responses.6
Harold begins to see that by becoming more judicious, he can exert control over the
volume of email he receives.

6
Managing Your Email, Cavanaugh (Wiley) 2003.

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But Harold isn’t sure that he actually sends unnecessary emails. After all, he’s never
gotten feedback from any of his recipients. How would he know? The Info-Coach and
Harold open Harold’s laptop and review his recent outgoing email. Sure enough, they
discover a number of unnecessary emails. They also find emails that were sent to too
many people via the dreaded reply-to-all key.

The Info-Coach provides Harold with three simple questions he can ask before he sends
an email:
1. Is this email truly needed by my recipient to perform their job?
2. Is this email appropriate?
3. Is this email targeted to the correct number of people?

Each question is accompanied by a powerful explanation that helps Harold eliminate a

large number of unnecessary messages. The Info-Coach provides a helpful job aid called
the 1-2-3 Email Quantity Tool that neatly summarizes all three questions. He encourages
Harold to use the tool to eliminate one out of every five emails that he is planning to
send.

Recalling how emails are like boomerangs, Harold realizes that by sending 20% fewer
emails he will reduce incoming email by over 10%. He also discovers that he can use the
1-2-3 Email Quantity Tool to coach his co-workers to be more judicious which further
lightens his email load. The Info-Coach helps Harold to understand that he can save 15
days a year by proactively managing his email volume. Harold eagerly commits to hitting
his goal of reducing outgoing email by 20%.

CHAPTER 4: A TALE OF TWO EMAILS

The discussion turns to email quality. The Info-Coach uses a simple exercise to illustrate
how much time is wasted on low-quality email. He gives Harold two contrasting emails:
The first one long and meandering - the second concise and clear. Using a stopwatch, he
measures the time it takes for Harold to read each email. The difference is 1.5 minutes.
Harold realizes that he is wasting a tremendous amount of time creating and reading
lengthy, wall-of-words emails. After venting his frustration at the verbose author, Harold
is embarrassed to learn that the Info-Coach actually wrote the meandering message long
before he joined The Hamster Revolution. Harold realizes the importance of creating
clear, concise, and actionable email. He also understands that his professional image is
closely tied to the clarity of his outgoing messages.

CHAPTER 5: STRATEGY 2 – IMPROVE EMAIL QUALITY

The Info-Coach announces a Hamster Revolution initiation ceremony. He asks Harold to

stand on his chair and strike a classic body-builder bicep pose while shouting ‘Strengthen

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the subject!’ Next, he asks Harold to strike another pose known as the crab while
saying, ‘Sculpt the body!’ After forcing Harold to perform this ridiculous ritual two more
times, the Info-Coach explains his purpose: Harold must make sure that every email he
sends has a strong subject and well-structured body. These two insights are now
forever drilled into Harold’s brain.

The Info-Coach demonstrates simple ways that Harold can strengthen the subject of each
email by using consistent categories and descriptive titles. He also provides a useful way
to sculpt the body of emails so that the key point is always the first thing the reader
sees. Harold learns how to chunk the body of each message into clearly identified
sections. This structure is called A-B-C: A is for Action Summary, B is for Background,
and C is for Closing.

The Info-Coach neatly summarizes everything he has just taught Harold into one simple
job aid called the 1-2-3/A-B-C Email Productivity Tool. At last Harold has a simple game
plan for email: Reduce quantity and improve quality in order to save time, reduce stress,
and accomplish more.

CHAPTER 6: EMAIL INFO-COACHING

The Info-Coach urges Harold to magnify his email results by sharing what he has learned
with co-workers. Further exploration of Harold’s computer reveals that 50% of the email
he receives comes from his teammates. If Harold provides feedback to them on other
things - why not also provide feedback on email too?

At first Harold is reluctant. He isn’t sure how people will respond. The Info-Coach shares
techniques that make spreading The Hamster Revolution easy, fun, and effective. He
shows Harold how he can provide constructive feedback that doesn’t offend. He outlines
different strategies for subordinates, peers, and bosses. Harold begins to get excited
over how much time he’ll save when his teammates send more actionable email to him.
Everybody will accomplish more in less time, he thinks. He leaves the Info-Coach’s office
eager to implement everything he has learned about email and info-coaching.

Despite his growing enthusiasm, Harold is still a little nervous about coaching some of his
peers. In a panic, he contacts the Info-Coach via IM moments before a meeting with a
particularly resistant group of co-workers. The Info-Coach calms Harold down and
provides a strategy that helps gain commitment from the resistant group. Harold is now a
hamster on a mission. He is excited to take the lead and spread the word about The
Hamster Revolution.

CHAPTER 7: HAROLD TURNS THE TIDE

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The next session with the Info-Coach takes place at Harold’s office. Before covering
information storage, the Info-Coach learns that Harold’s co-workers are very excited
about his new email skill set. Harold proudly reports that he has used the 1-2-3/A-B-C
tool every day. Some of his teammates have already commented that his messages are
clearer and more concise.

Harold has also continued to coach his colleagues. For the last few days he has
concluded each email to his team with a Hamster Revolution conversation starter: Sick of
email overload? Join the Revolution!! Ask me how. Harold’s co-workers can’t resist
asking, “What in the world are you talking about?” After explaining his efforts to
improve his own email skill set, Harold successfully uses the 1-2-3/A-B-C tool, to supply
targeted coaching.

Now that he sends and receives fewer emails, Harold is saving 30 minutes a day which
equates to 15 days a year. Pleased with his progress, the Info-Coach addresses the final
Hamster Revolution strategy: Improving Harold’s information storage system.

CHAPTER 8: STRATEGY 3 - IMPROVE INFORMATION STORAGE

AND RETRIEVAL EFFICIENCY BY 100%

Like many professionals, Harold has developed his organizational system on the fly,
without much strategy. He admits that he struggles to rapidly locate email and
documents. After examining Harold’s email and My Documents folders, the Info-Coach
points out several major flaws in Harold’s system. Harold’s biggest problem is that he
has too many overlapping categories.

An urgent PowerPoint® training presentation that is sent by Harold’s boss could reside
within an urgent folder, a training folder, a PowerPoint® folder, or a boss-sent folder.
(As a reminder, Harold is an HR director at Foster and Schrubb.) It could also be stored
under email folders or in My Documents as an attachment. Slowly, Harold begins to see
that much of his stress and confusion is tied to the fact that there is way too much
variation in his poorly designed storage system. A single document could be stored in
ten different places!

The Info-Coach introduces Harold to COTA. COTA is a simple and intuitive way to store
business information. COTA consists of four distinct and universal business categories.
Because of its universal nature, COTA remains constant no matter how much Harold’s job
may change. The COTA framework helps Harold sort business information into four
logical content-based buckets:

1. Clients (Since Harold works in HR, these are internal clients like R&D)

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2. Output (These are products and services provided by Harold’s team)

3. Teams (The main teams that Harold is on)
4. Administrative (Expense reports, company car, etc.)

A fifth folder is set up for Harold’s personal information. The Info-Coach also introduces
a few simple rules to help break ties for documents that could be placed into more than
one COTA category. He also shows Harold how to prioritize folders for rapid navigation.

Harold is beginning to see the logic of the COTA system but he is worried about set-up
time. He is surprised to learn that COTA can be set up in less than an hour. The Info-
Coach helps Harold to create the COTA folders under My Documents. Harold is stunned
to see that 80% of his existing folders can easily be dragged and dropped into one of his
four primary COTA master folders. With help from the Info-Coach, Harold quickly sorts
the rest of his information into the COTA framework.

Harold registers a common complaint. It’s time-consuming to store half of his

information in Outlook email folders and the other a half under My Documents. A single
repository would make more sense. Harold is shocked when the Info-Coach
demonstrates that email can be saved in My Documents by simply hitting the f12 key.
Harold now has one convenient, well-organized COTA structure for all his long-term
computer information.

Finally, The Info-Coach shows Harold how easy it is to create COTA shortcuts on his lower
horizontal Quicklaunch® toolbar and in his My Favorites menu. This provides Harold with
extremely rapid access to his information. In less than an hour, the Info-Coach has
helped Harold implement a simple, yet highly efficient information management system
that Harold can use for the rest of his life.

Back at work, Harold begins to see the real power of COTA. Suddenly, it’s easier for
Harold to plan, respond, innovate, decide, and execute (PRIDE). All of these activities
are easier when source information can be rapidly accessed. Now Harold can zoom in and
grab email and documents in a flash. Suddenly, it’s easy to have the right information at
the right time. Harold has eliminated overlapping categories and simplified his life.
Victory over info-glut has been achieved!

CHAPTER 9: WHY DOES COTA WORK SO WELL?

Harold calls the Info-Coach with a few questions. He wants to know how he can apply
the methodology to other information repositories such as his hard-copy filing cabinet
and internet links. He’s also interested in understanding why COTA works so well. The
Info-Coach helps Harold to harmonize his other storage repositories and then launches
into a deeper explanation of COTA.

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COTA, he explains, is intuitive because it’s a simple metaphor for work: We all work on
Teams and deliver Output to Clients. Everyone must process Administrative information
as well. Since virtually all jobs contain Client, Output, Team, and Administrative
information, COTA is universal and comprehensive. This turns out to be an incredibly
important feature because Harold’s job is constantly changing. COTA is flexible and
universal so no matter how much Harold’s job changes, the COTA framework remains
consistent.

COTA also decreases the mental energy required to access information. Harold only has
to think about the information he needs in order to find it. As he shows the system to
his teammates, many eagerly convert to COTA.

Over the next two weeks, Harold continues to implement the three simple Hamster
Revolution strategies. He is truly amazed at how The Hamster Revolution has
streamlined his workflow and made his life easier. It really is all about how you manage
your information… he thinks.

CHAPTER 10: WRAP UP IT UP….I’LL TAKE IT!

At the final wrap-up session, Harold thanks the Info-Coach and promises to keep
spreading the word about The Hamster Revolution. Together, they review his
tremendous progress. The Info-Coach encourages Harold to continue coaching his
teammates. Harold thanks the Info-Coach and says goodbye.

EPILOUGE: IT’S ME…HAROLD!

Six months later, a tall, energetic stranger walks into the Info-Coach’s office. The Info-
Coach is shocked to learn that it’s Harold. He has transformed back into a human
being…a very productive and fulfilled human being. They discuss how Harold has been
spreading the word about The Hamster Revolution. The Info-Coach is impressed.

Harold reveals that he is spending more quality time with his family and that he’s never
been more satisfied with his life. At work, Harold is taking on new and exciting
assignments and moving ahead with his career. The Info-Coach shares a few final
insights and then its time for Harold to go.

“Glad to see that you’re managing your information before it manages you!” smiles the
Info-Coach as he walks Harold to the elevator. They shake hands and say good-bye. As
the elevator opens, out pops a nervous-looking grey hamster with white spots. He is
wearing a tan business suit and carrying a tiny brown briefcase.

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“You must be Bernard,” says the Info-Coach shaking his new client’s paw, “Welcome.”

“You gotta help me,” squeaks Bernard, “I’m getting buried alive at work…”

ADDENDUM CASE STUDY: CAPITAL ONE’S EMAIL PRODUCTIVITY

SOLUTION

Over 2,000 Capital One associates attended a CKS workshop providing insights identical
to those found in The Hamster Revolution. A 60-Day Post-Training survey revealed that
email volume decreased by 21% while email quality improved by 52%. Capital One
estimated that participants saved an astounding 13 days per year.

• Reference: Matt Koch: Productivity Manager Capital One: (804) 363-7437

• Read the Case Study On-Line: http://www.cohesiveknowledge.com/Casestudies.htm

• Media Coverage: NPR ran a full length feature story on the Capital One/CKS
Collaboration: http://www.cohesiveknowledge.com/News.htm

VIII. SAMPLE CHAPTERS

CHAPTER 1: CONFESSIONS OF AN INFO-HAMSTER

I was working peacefully in my office when the door slowly opened and
shut with a click. I looked up - puzzled to see no one there. “You’d better
be able to help me!” said a small voice. Was this a joke?

Perplexed, I stood up and that’s when I saw him. Trudging across the
floor, tugging at his tie, was a small, nervous-looking white hamster with
brown spots. He was wearing a dark blue business suit and carrying a
small black briefcase. He looked tired and defeated.

“I hear you’re the so-called productivity expert,” he said with a hint of

sarcasm. He heaved a sigh and extended a paw. “I’m Harold.”

I leaned down to shake, “Pleased to meet you Harold and yes, my job is
to help professionals lead more productive and fulfilling lives.”

Harold raised his eyes hopefully when I mentioned fulfillment. “Maybe I’m
in the right place after all,” he muttered.

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Once I’d gotten over my initial shock that Harold was a hamster, I realized
that he was my 1:30 PM appointment.

“Welcome Harold! Please sit down and tell me what brings you here.”

Harold scrambled into the visitor’s chair across from my desk. As he

leaned back, his PDA buzzed loudly. Harold looked down, lost his footing
and almost fell through the gap in the back of the chair. He scrambled
frantically to regain his balance and composure. “OK, OK, here’s my
story,” he said.

“Five years ago I landed my dream job; Human Resources Director at

Foster and Schrubb Financial. At first, the position was perfect. I was
incredibly productive and my team launched several big initiatives.”
Harold frowned and shifted in his seat, “But a couple years ago, I noticed
that I was getting less and less done.”

“And how’d that feel?”

“Am I in analysis?” quipped Harold rolling his eyes. “Well, Dr. Freud, I felt
stressed. I was getting buried alive by email, voice-mail, meeting notes…I
had information coming out of my ears.”

Harold pointed at his PDA. “Then I got this thing. At first I liked being
connected 24-7, but somehow, I fell even further behind.”

“Not used to bringing up the rear are you?”

“No…I like to lead,” replied Harold softly as he picked at some loose fur on
his wrist.

“To make matters worse, and this is embarrassing to admit,” he leaned

forward and whispered, “I’ve been having trouble finding stuff.”

I leaned forward and whispered, “What kind of ‘stuff’ Harold?”

“Well, I’ll store an attachment or email and when I really, really need it…I
can’t find it! I store so much stuff…things just seem to vaporize! Other
times I’m working on my team’s shared drive and everyone is storing
things differently. What a mess! When I can’t find what I’m looking for, I

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spend a lot of time requesting re-sends or re-creating things. I’m staying

late just to keep up.”

“So work is spilling over into your personal life?”

Harold raised his furry eyebrows thoughtfully. He reached into his pocket
and produced an impossibly small picture. I squinted and saw that it was
Harold’s family; a lovely wife and two beautiful children. “Nice family,” I
offered.

“Upset family,” corrected Harold wearily, “Thanks to wireless technology

I’m always on-line. Carol’s really frustrated with the time I spend working
after hours.”

He held up his paws with an exasperated look, “My kids hate it when I
work on weekends. I miss soccer games and dance recitals…but if I don’t
keep up...” Harold shrugged his little hamster shoulders with an
expression that seemed to say, If I don’t check email every five seconds,
I’ll surely die.

“So your dream job has become a nightmare?”

Harold nodded. “I feel like I’m losing…me.”

He continued softly, “I used to love learning new things. I was thrilled to

get to the office each morning. Now I dread it. I feel like…like…” Harold
struggled for the right words.

“Like a hamster on a wheel?” I offered.

“Yes!” shouted Harold bolting upright in his chair, “I’ve become a hamster
on a wheel!" Running faster and harder but getting nowhere.”

I suddenly realized that Harold was unaware that he’d actually turned into
a hamster. Although I’d helped countless professionals who felt and acted
like hamsters, Harold was the first that had actually changed into one!
Apparently, his metamorphosis had been gradual and therefore hard to
detect.

CHAPTER 2: A NEW WAY TO WORK

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Harold raised his paws in frustration, “So you’re the expert. How do I get
off the hamster wheel?”

“You fight back, Harold. There’s a better way to work.”

“Yeah, yeah, yeah,” he said looking tense, “I’ve taken a couple time-
management classes but they didn’t help.”

“Harold, this isn’t a time management problem…it’s an information

management problem: Too much low-value information is flooding into
your life.”

“So what do I do?” asked Harold.

“Join The Hamster Revolution.”

“Huh?” asked Harold looking surprised. “Revolution against what?”

“Info-glut!” I said, “That’s your enemy; way too much, low-value

information mucking up your world. You can’t reach your fullest potential
when you’re drowning in information! The Hamster Revolution is a
strategic plan that helps you conquer info-glut once and for all.”

“How does it work?” asked Harold incredulously.

“First, I’ll show you how to reduce email volume and improve email
quality. Then I’ll teach you how to coach your co-workers to do the same.
The result will be a 20% drop in the total time you spend processing
email.

Next, I’ll provide you with a powerful system for organizing all of your
information. This system, called COTA, will help you store and retrieve all
of your email, documents, and links in a flash.”

Harold was interested now, “So it’s kind of like a one-two punch. First we
get email under control and then we use this COTA thing to organize my
information?”

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I nodded, “It’s the right place to focus because email and tasks related to
information storage consume 30-40% of a typical professional’s day.78
More importantly, there’s a powerful connection between email and
information storage:

• If you reduce email overload you’ll have less email to save and
fewer interruptions.
• If you dramatically improve your information storage system it’ll be
easier to move messages out of your inbox and into storage.
• If you can retrieve stored information rapidly, you can effortlessly
respond to email requests.

The Hamster Revolution strategies work in concert to create an easily

navigated, highly efficient information environment.”

“I’ll believe it when I see it,” said Harold cautiously. “But I like your
approach. You’re looking at the whole process of managing information,
not just email in a vacuum. I’ve never thought of it that way before.”

“You’re not alone. Most professionals lack a cohesive information

management system. To make matters worse, over the past five years
the volume of information we process has skyrocketed. As inboxes and
storage systems have become bloated, millions of professionals have
begun to feel like hamsters! Well, it’s time for the hamsters to fight back.
The Hamster Revolution delivers the tools and strategies you need to
restore balance and order to your life. Best of all, it will save you 15 days
a year.”

Harold raised his eyebrows at this, “15 days?”

“Absolutely,” I said, “You can save a lot of time by mastering the flow of
information through your world. We’re going to get your life back,
Harold.”

“How long will Operation Recover Harold’s Life take?”

7
CKS Surveys of 4,000 Knowledge Workers - 2006
8
IDC-The High Cost of Lost Information, Susan Feldman 2005

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“Three meetings,” I replied, “We’ll cover email today and we’ll meet later
this week to cover information storage. Then you’ll take a week to
implement what you’ve learned. You can call or IM me during that time
for information management coaching or info-coaching for short. We’ll
hold a final wrap-up meeting to see how you did and map out a long-term
plan.”

I paused to let Harold think it over. He reflected on his predicament for a

moment and then blurted, “OK, I’ll join your Hamster Revolution!”

“Our revolution,” I smiled, “Ready to reclaim your life?”

Harold stood up on his chair and gave a mock salute, “Let the revolting
begin!”

IX. MANUSCRIPT LENGTH AND LAYOUT

• The Hamster Revolution will be formatted in a style similar to the One Minute
Manager and Who Moved My Cheese?. It will contain roughly 100-105 pages
with approximately 180 words per page.

• The book will also include several charts and three illustrations of Harold.

X. TIMETABLE

We plan to complete the book by April 1st, 2006.

XI. MARKETING SUPPORT

The Hamster Revolution will enjoy excellent marketing support from CKS and The Ken
Blanchard Companies.

• Ken Blanchard Promotion: The Ken Blanchard Companies, one of the most
successful leadership development enterprises in the world, will promote The Hamster
Revolution via their website, newsletter, press releases, keynote addresses, and client
presentations. They will also provide marketing and public relations outreach to
major media channels.

• CKS Promotion: CKS will promote The Hamster Revolution via the
Cohesiveknowledge.com website, e-newsletters, press releases, conventions, direct
mail marketing campaigns, telephonic marketing campaigns, training sessions,
keynote addresses, and client presentations. Executives at Capital One, Pfizer, Merrill

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Lynch, and Novartis have already inquired about purchasing copies of The Hamster
Revolution.

• Dedicated PR Expert Hired: CKS has hired Megan Kahn, a former Sr. VP of
Marketing at Ketchum, to aggressively promote The Hamster Revolution through all
major media channels including TV, Internet, Radio, Print, etc. Kahn will also seek
high-level endorsements from industry analysts such as Gartner and Basex.

• Authors Committed to Aggressive Promotion: Michael Song, Vicki Halsey, and

Tim Burress are personally committed to relentlessly promoting The Hamster
Revolution at all public and private events they attend. All three authors are
excellent speakers who can provide engaging and informative live interviews that will
stimulate sales.

• Branding the Hamster: The Hamster Revolution will stand out from all other books
in its category because its protagonist, Harold, is a likable yet troubled hamster. Test
marketing for the hamster concept has been extremely well received. Professionals
can relate to the feeling of being on a hamster wheel. We have envisioned a powerful
marketing campaign leveraging the humor and symbolism of Harold leaping from the
wheel into his new life.

XII. CONCLUSION

The authors passionately believe that The Hamster Revolution can make the world a
better place. We have witnessed the impact of The Hamster Revolution on thousands of
real world professionals who experienced improved business agility, productivity, and
quality of life. We believe that millions more will benefit from joining this dynamic, fun,
and timely grassroots movement.

Please join us in the publication and promotion of The Hamster Revolution.

Contact the authors at 203-457-0444 or [email protected].

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