What is GTD Warm Boot Step #1?

Where Does a New Work Flow Start?

billathp.jpg

The Author @ HP Boise Legal Circa 2001

The last time I had a cube in corporate America, the cube came with 4 walls. Apparently, a few things have changed since “back in the day.” Today a cube is truncated into a
c | u | b | e so that four people put together have four walls. So I’ve got a corner or 1/4 of a cube.

Ironic Math Question: Is a corner of a square, a square root?

Back story, at HP I asked that my cube have zero work surfaces. Instead I ordered two lobby chairs that had tablet arms for laptops. And on the chair I used, installed a long work surface that reached from the right table arm to the left. Top down my cube looked like this.

Presentation1

The fun thing about this set up was people would come in, sit down and say “Why is your cube larger than everyone else’s.” This was fun, because my cube was not larger than everyone else’s. Same as.

And same as brings us back to desk 1.0 at new job in the insuranceville company town.

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It is only natural to feel a moment of remorse for moving from my dungeon desk (see below) to a corporate environment with a uniformity fetish. However, life is bricolage (RestartGTD link) and constraints set you free (see previous post).

IMG_20140104_143951.jpgOne big constraint of the new work space is books. Perhaps you have seen my picture in my library around the internet …

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Spitzweig 1850

Alas, no more shelves, ladders, or extraneous reference materials. The internet is some compensation, but Mostly I’m shifting my references into Kindle and where possible, PDF files.

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GTD Start Up

I decided to start with a 3×5 card heavy GTD setup. One idea, one piece of paper. Then, a manila folder for each project. In slinking around the supplies room if found a lot (20) diagonal folder holders that were “locally available” to install without causing any drama. So, here is what my desk looks like when I arrive in the morning.

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When I first arrive in the morning I move my monitors out of the way, up to the shelf, and then do a relaxed mind sweep. At least for now, I’m arriving at 8:00 am which is a scosh before my group, so I can take 10 minutes or so to allow ideas to bubble up, write them on cards, and then organize the cards into groups (columns).

My new boss (who no, has not read GTD … yet …) is great at emailing me projects, hints, tips, etc. So my first week, I started by taking her emails, cards where next actions were captured during conversations, and then hacking out an initial set of projects. Each project gets a folder, and a diagonal slot at upper right on my desk. Cards get filed in project folders.

This physical folder organization has felt to me like it has helped trust to develop fast. If I’m not at my desk, the information is available for my boss to walk up to the folders, find the project she is concerned with, open the folder and see:

  • At the very front a list of next actions for the project. Think of an excel spreadsheet list that has completed tasks and next tasks.
  • The individual 3×5 cards with next actions on them.
  • Supporting materials for the project (most of which she has lent me, so this is great for her to be able to “pull back” materials she needs)

I also have a “Projects” folder with a list of all the individual projects. This list has been handy as my boss is on the spot with her boss and her peers about what I’m going to be doing (this company has a strong norm of close monitoring of new employees).

That is the initial set up so far.

bill meade

GTD: Problems Are Opportunities

Warm Booting GTD: Building A New Trusted System

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≈ New Job Desk 1.0

Just finished my first week at a new job. I’m now a senior data analyst at a health insurance company. The above picture is not my desk (once again I’ve neglected to take EXACT before pictures of my desk projects). But, the above desk is in the same position vs the window, on the same floor, and pretty much the same shelving and monitor setup as my new work desk, when I started on 2014/07/14.

New Job = New Set of Constraints on Organizing

I’ve worked with engineers (software, chemical, nuclear, mechanical, electrical, industrial, ….), and even worked inside a legal department once. But this is my first time working with: (a) actuaries and (b) health data. So there are a couple of constraints thrown into my GTD trusted system’s design:

  • No Evernote allowed
    Installing Evernote would break data security rules and get me fired. Too bad as I am a huge fan of Evernote.
  • Trusted system hermetically sealed great wall of China
    My work trusted system must be separate from the system I’ve built up over the past five years. This is interesting because the result at first cut, is a severing of my personal life from work. David Allen says this can’t really be done. We’ll see how big a GTD impact separate hermetically sealed trusted systems are.
  • No spending money
    Very strong culture of minimizing costs.

First law of marketing is that problems are opportunities. So setting up a new GTD system with constraints, is always fun. It is the constraints that set you free. (*Note* I’m pretty sure that Mr. Bartlett my Jr. year in high school said that “Beethoven said ‘The rules set you free’” but I’ve never been able to track that quote down. So, if you know who really said it, please email me at bill@basicip.com and I’ll update the attribution here.).

Time for GTD Eduction! That is e-duc-tion (as in e-quack-tion … not education)

  "In his enchanting novel, A High Wind in Jamaica, Richard Hughes
describes a group of children who have been kidnapped by pirates on
the high seas and are stowed away in the ship’s cabin. One little
girl is lying there, staring at the wood grain of the plank wall 
next to her. She sees all sorts of shapes and faces in the grain, 
and starts outlining them in pencil. A whole fantastic scene 
appears. 

We’ve all done this kind of doodling: projecting shapes onto
something, then fixing and cleaning up the outlines so that the 
raw material comes to really look like what we imagine it to be.

When the child completes the gestalt of the wood grain, there is 
an encounter between the patterns given by the seemingly random 
swirls of wood grain residing outside the child and the patterns 
given by the child’s inner nature. The wood grain (or tree, or 
rock, or cloud) educes, or draws out of the child, something 
related to what the child knows, but that is also more or 
different than what the child knows because the child is both 
assimilating the outside pattern ... and accommodating 
... to the outside pattern. 

Here we can see why in the process of making artwork we are able 
to generate ... surprises. The artist has ... training, 
... style, habits, personality, which might be very graceful and 
interesting but are nevertheless somewhat set and predictable. 
When, however, [s/]he has to match the patterning outside him with 
the patterning [s/]he brings within his own organism, the crossing
or marriage of the two patterns results in something never before 
seen, which is nevertheless a natural outgrowth of the artist’s 
original nature. A moire, a crossing or marriage of two patterns, 
becomes a third pattern that has a life of its own. Even simple 
moires made from straight lines look alive, like fingerprints or 
tiger stripes."

Nachmanovitch, Stephen (1991-05-01). Free Play: Improvisation in 
Life and Art (Kindle Locations 1025-1041). Penguin Group US. 
Kindle Edition. BOLD, link to moire and [s/] added.

So bring on the constraints in educing a trusted system! The more constraints, the weirder the constraints, the greater the “surprises” in the GTD system.

In my next post I’ll describe the new GTD workflows which I’m evolving, and share more pictures.

bill meade

 

 

 

 

 

 

 

 

GTD Modularity: What is Up With That?

GTD hit me like a ton of bricks. Modularity bricks that impacted my skull in this order:

  1. Reference filing. If you don’t have it, uneedit.
  2. One idea, one piece of paper.
  3. Indulge your brain, organize to fit how your brain works.
  4. Organize, … just enough.
    Too much organization and your brain will refuse to use the organization, not enough, and you are hosed.
  5. Separate functions.
    1. Processing from doing  <== HUGE
    2. Building infrastructure from processing or doing <== HUGER
    3. Feeling guilty, from building building infrastructure, processing, or doing <== Hugest!!!!

bill meade bill@basicip.com (please email me, don’t feel guilty about it! … just do it. Do it now!)

GTD what processing work is like

Positive Analogy:

  • Funnel = Inbox
  • Cups = projects
  • Detection and routing = weekly review

Negative Analogy:

  • Cups are sorted in a first-in-last-out order (which is what happens to next actions if you don’t do a weekly review).
  • The pre-filtering of next actions vs. drone work is not shown.

Lesson:

  • A lot of the battle of GTD is getting the correct number of cups. Having a place to group things before working on them is critical for eliminating clutter, and for clearing the mind.

How Next Actions Give Work Focus

Source: Cresswood Shredding

Analogy:

  • Bottom conveyor belt is “stuff” to do before GTD. A mix of real work and drone work.
  • Next actions are like the magnetic force in the cross conveyor that separate real work from the drone work.
  • The IN Box is like the bin where the real work is captured (Second 40 and later).

Killer Shortcuts for Evernote Mac

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Source: CloudProductivity.net

While I was searching for a keyboard shortcut to highlight text in an Evernote note (which is control-command-h on a Mac and ctrl-shift-h on Windows reportedly) I stumbled upon a jewel of an Evernote post at Jeremy Roberts’ CloudProductivity.net. 

My 16 Most Commonly Used Evernote Shortcuts

The shortcuts for highlighting text are not in Jeremy’s article, but they are in the comments!

Enjoy!

bill meade

Evernote Clearly vs. Evernote Web Clipper … a quick comparison

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Explanation:

Above is a side by side comparison of Evernote Clearly with Evernote Web Clipper. 11 features are compared: Web Clipper-only features (6 rows) at the top, Features both products have (2 rows) in the middle, and Clearly-only features (3 rows) at the bottom.

  • Article vs. Simplified Article

When you tell Clearly to remove clutter, it goes for broke and attempts to rip out everything it identifies as clutter. This will either work, or … not. Today, the biggest problem with Clearly is that when you invoke it, images that you wish to have included in your note, are ripped out. But, there are pages that Clearly can not decode.

Web Clipper has two degrees of clutter removal, the “go for broke” mode which Web Clipper calls “Simplified Article” and a lesser degree of removal called “Article” which removes top, left, and bottom clutter, but leaves some clutter on the right of the web page in your note.

  • Set Document Notebook and Document Tagging

These two capabilities are a big deal for me. More and more I’m using notebooks and tags. If I capture a web page with Clearly, I have to remember to go back to that page, and set it’s notebook and add tags. If I use Web Clipper, I can do both tasks with the page in front of me and not have extra todo steps.

  • Skitch Annotations

I should write a post about Evernote Skitch! Skitch is a screen capture and annotation tool that Evernote bought about two years ago. I’m a Skitch fan boy, and had a paid subscription to Skitch before Evernote bought the program. The long and short of Skitch annotations is that Clearly does not, and Web Clipper does, provide them.

  • Share Note While Capturing

I do not use this today. But, … I’m getting closer and closer to incorporating note sharing while I’m capturing. Why? Because there are images that I capture for other people. For example, I’m a Boxer dog fan boy. Knowing other boxer fans, I’m likely to capture funny boxer pictures and immediately send them. So, I get this, and am glad to have it, so I can incorporate it into my workflow.

  • Automatic Notebook Assignment

I LOVE LOVE LOVE automatic notebook assignment in Evernote. But … it does not always work. And, the logic of automatic assignment is different for Clearly and Web Clipper. I could once again lapse into my “I got your back” dueling software team monologue, but I won’t. I just wish that Clearly and Web Clipper used the same logic. And maybe, that I could control the logic (for example “bookporn clips always go into graphics notebook”).

  • Highlighting

Both programs do a great job of highlighting text in captured web pages. I just wish I could highlight in multiple colors like on Kindle for iPad. And, I wish that I had a “write notes in the margins” of pages without having the pages turn into jpg files.

  • Text to Speech, Print, and Set Document Theme

All three of these are capabilities I don’t use. Nice to have, but I wish I could trade them in for some other features. :-)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Number 3 Reason GTDers Don’t Use Evernote … after installing Evernote

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TLDR: Why people set up and then don’t use Evernote

  1. The first reason is that implementing GTD changes too many things at once.
    So, Evernote, even if it is installed and working, won’t be used. Evernote is a sub-casualty of the 83% failure rate of GTD implementations.
  2. The second reason is because we blow off the GTD weekly reviews, infecting our GTD system with guilt that comes into focus (like a magnifying glass starting a fire) when we sit down to use Evernote. End result is we stop sitting down to our computers and stop using Evernote. *Note* This is also why people stop using Outlook, Omni-Focus, etc. for GTD.
  3. The third reason why GTD people don’t use Evernote after implementing it, that Evernote can be implemented in too many ways. And, … no two ways to implement Evernote agree. Too many choices to an overwhelmed brain = no choice. So, stop web surfing about Evernote, and start experimenting with your own work.

If you too have abandoned Evernote while trying to implement GTD, please share why?

Done! Good! Now go buy something to organize with on Amazon!

Introduction:

Why GTD people stop using Evernote is a surprisingly popular topic. So, I’m going to identify a couple more of the big reasons that GTD people stop using Evernote. This post is about reason 3, how the many alternative ways of implementing Evernote, stop people from using Evernote.

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Source: AStandUpLife.com

The perfect illustration of a GTD user implementing Evernote is not just a deer in headlights. The perfect illustration is a deer in a dozen of the spot lights used in police helicopters to run down fugitives.

User: “I think I’ll try using Evernote”

  • {event} Client installation on an iPad happens
    (10% of users who attempt to install quit here)

    • Wait, what? Why aren’t people installing Evernote on their PCs first? Seems that the PC is passing in influence. See RestartGTD’s Browser De Jure page for GTD viewership. GTD like it or not is becoming an iPad thing.
  • {event} Account setup happens
    (50% of potential users quit here)
  • {event does not happen} Opening Evernote for the first time on iPad
    (25% of potential users quit here)
  • {event} User opens Evernote for the first time

Even if we give Evernote 100% of the loyal users who open Evernote on their iPad for the first time, Evernote has still lost 85% of its users by the time a user opens Evernote for the first time.

Worse success rate than a David Allen GTD seminar!

Of course, I could be wrong about the percentages above. Still … Evernote is computer (desktop or laptop) first. With its new users swarming in from iPad and iPhone land, there are going to be a lot of wasteful problems (from the perspective of GTD).

For example,

  • once the person who has followed the steps above sees their Evernote account, what will they see? None of their existing information. = #EvernoteProblem
  • how can we fix this?
    • By installing Evernote Web Clipper and Clearly for a week or 10 days, so the user has some web-browsing history built up, that s/he will recognize when Evernote first opens. = #EvernoteProblem
    • By *distracting* the user to next import their paper with a scanner (scroll down to the file cabinet picture) before they open Evernote. Oh, crap, this requires Evernote to be installed on a PC with a scanner. Oops. = #EvernoteProblem
    • By scanning directly from scanner to Evernote on iPad or phone.
    • Without something drastic, can we fix this?

Hypothesis:

= #EvernoteProblem * #GTD Problem = .15 *.17 = Success Rate of Evernote & GTD

.15*.17=.03 Or, 3%

Ouch!

How can trying to implement Evernote with GTD be a good idea if it kills off an additional 14% of successful GTD users beyond what David Allen’s Company experiences?

  1. Once a GTD user puts their information into Evernote, it becomes easier to do reference filing correctly, than to not do reference filing. Reference filing is a keystone GTD skill. This helps *a lot* with people staying with GTD!
  2. Those 14% of GTD users were going to fade anyway. I *think* this because I talk to people who are “formerly known as GTD users” and they say “I use about 50% of GTD. I was really into it at first, but then it became too much to keep up with.”
    • Why? When I ask, “Do you use Evernote web clipper?” they invariably say “What is Evernote Web Clipper?”
    • Hypothesis: 14% of GTD users would be saved if they tried Evernote for their reference filing.
  3. Evernote is a platform, not a well-known, habitually used product. So what?
    • So … the marketeers at Evernote are clueless at how to help people who have a dozen police helicopter spot lights in their eyes. Platforms give markets new-to-the-world-capabilities, marketing people are trained to more efficiently sell old-to-the-world-capabilities.
    • So … in GTD terms, a new platform allows us to experiment with new degrees of freedom in organizing. The way our brains work with new platforms is trial and error. Our brains will try using the electronic tools, then pull back and compost on how the new platform *feels*. Then, confidence in a new way to use the tool appears from nowhere, and we implement the tool. And iterate improvements from there.

BIG Evernote LESSON FOR GTD USERS:

Don’t web surf to figure out how to use Evernote. Experiment with your own next actions, projects, reference filing, and inboxing. See what pleases you and run with that. When you feel *hindered* by Evernote, stop doing that. 

bill meade