What is “clear working space” on a desk? Involuntary Clutter Makeover for RandsInRepose.com

Source: RandsInRepose.com’s CAVE ESSENTIALS

Introduction:

I’m still reflecting on RandsInRepose.com’s CAVE ESSENTIALS post. And while I think Rands has the perfect idea about the job of a desk:

“A desk’s job is to build productivity, and for me, it achieves this by first providing an immense amount of clear working space.”

I don’t think Rand’s desk meets his criteria. Why? Because:

  1. Rand’s desk is neither clear
    nor
  2. Immense

Wut?

Here is a close-up of Rand’s desk:

The elements of a desk being “not clear”

Clutter is the STRATEGIC enemy desk productivity.  It is impossible to remove all clutter, but the more you remove, the less brain energy wasted. For example, I think facial pictures are “the queen mother” of all clutter. Why? Because our brains are hardwired to recognize faces. Whenever a face is in front of your eyes, part of your brain is concentrating on an infinite decode loop (“Who is it? Who is it? …).

One of my MBA students heard me say facial pictures are the queen mother of clutter, and moved her daughter’s picture from next to her monitor, to out of her peripheral vision to the left. The pic is still there, she can look at the pic whenever she wants, but she is not burning energy decoding the picture when she’s trying to work. The result:

“I can’t believe how much less tired I feel at my desk.”

  1. Monitors are not on arms that would:
    1. Lift monitors clear of the work surface to allow the work surface to be used … for work!
    2. Allowing monitors to be effectively removed from the desk when one is not being used
    3. or both are not being used
    4. Allowing use of the desk space now taken up by the base of the monitor stands. Rands barely has space to lay down 3 3″x5″ cards, let alone to try to arrange cards to hot-boot a project.
      1. As my go-to hot-boot project methodology is Rough Organizing with 3×5 cards, this is a major defect in my eyes. *Note* Rands probably does not organize with 3×5 cards like I do. To each brain, it’s own organization scheme.
    5. Allow monitors to be precisely aligned/arranged
    6. Prevent the instinctive piling up of clutter on monitor bases
  2. Visible clutter on the desk
    1. What is visible clutter?
      1. Anything not being used to work, that is within the eyesight envelope of the person working.
      2. Take the above picture, and make the 0 degree line perpendicular to the center of each monitor, and then you can construct the full “clutter envelope” of a desk.
      3. I recently had a work desk that had 180 degrees of isolation when I was sitting. Action shot:
      4. Here is the close up of the work surface
      5. Sitting at this desk, the walls of the alcove were just long enough to shield my peripheral vision from any motion. And having all motion and clutter removed from peripheral vision is FANTASTIC!!!
  3. Wires, wires, everywhere.
    1. Can’t tell if Rand’s mouse is wired, but the keyboard looks wired.
    2. I switched to Apple’s Magic Keyboard 2 and Magic Trackpad 2 this summer and both are “Meh” not great, but they are … wireless and minimally increase clutter.
    3. *Note* that I have a Jabra 410 talking hockey puck speaker phone which is wired, mounted on the lower left hand corner of my iMac.
      1. I just recently discovered Velcro with “Rogue Adhesive” which allowed me to get the Jabra 410 off my desk surface, and removed 1 wire’s worth of clutter.
    4. Pay me now, pay me later.
      There is no such thing as a free lunch. I have just as much wire clutter as Rands, I just insure that I can’t see the wires when I’m working. Here is the back of my iMac:

      1. From left to right I also have a USB hub/DVD ROM driver,
      2. an extra Apple cable to charge my (Meh) Apple Keyboard and Mouse. Tucked in at top center under the Apple.
      3. And a 3×5 card/pen reservoir
      4. And last but not least, I have a low intensity under-counter LED light attached to the bottom of my imac so I can work in the dark on my (meh) keyboard and still see the letters.
      5. 1.E.i. above show the clutter seen when working

The elements of a desk not being immense

Rands’ desk looks like it is 2.5’x5′ which in inches is 30″x60″ which is not bad by today’s standards. But … the I would change about Rands’ desk is to make it deeper. Like a foot deeper. My IKEA conference table desk is 43″ deep, and 73″ long.  Rands likes having his couch super deep, he needs to do the same thing with his desk.

Surface to Arm Ratio

After using my IKEA conference table work surface for a year, I felt like I was not able to use enough of the desk surface, so in true barbarian style, I slid the work surface far forward on the support frame. This made the front overhang off the support by 15.5″ and allowed me to cut a 15″ diameter hemisphere out of the desk front.

I can now roll my chair all the way into the hemisphere and reach both the far left (with my left hand) and far (with my right hand) right corners of the desk. So the surface to arm ratio for me on this desk = 1.

Makeover Suggestions for Rands’ Desk

  1. Two VESA monitor arms + iMac VESA adapter
    1. If your two display devices are vesa, two $30 single monitor arms are the way to go. I’ve tried the dual monitor arms and they don’t allow enough freedom to arrange the monitors.
    2. If you like Rands, have a recent vintage iMac without VESA support, then you’ll need the $100 MacSales.com VESA adapter. 
  2. Larger desk surface
    1. Deeper by at least 12″ is a must
    2. Wider would be nice too
    3. I would look for a larger desk surface at IKEA’s clearance area. There are lacquer panels in blood red that might do nicely while costing next to nothing.
    4. Try mounting the new surface over the top of the existing surface. Height change will not be too great. Chair goes up and life goes on.
    5. Rands probably does not need as much desk space as I do because it looks like 300 3×5 cards are not a big part of his thinking life.
    6. So Rands won’t need the 15″ hemisphere cut out either.
  3. Clutter (pictures, polar bear, etc.) moves left until it is out of peripheral vision while looking straight at the left-hand monitor.
    1. There seems to be a credenza at left, I would move that 3′ into the room perpendicular to the front of the desk (to get stuff out of peripheral vision), and put the clutter on the credenza.
      1. Idea = Minimal change and clutter eliminated.
      2. As David Allen says, you want “just enough” organization.
  4. Wireless keyboard/mouse/trackpad
    1. I switched to a track pad because I move my right wrist less on a track pad, and less movement has led to zero wrist pain.
  5. Twist ties or cable ties to hide all the wires from view while working at the 2 monitors.
  6. ScanSnap iX500 next to the printer at right.
    1. Scansnap is the digital on-ramp to
    2. Evernote to go paperless
    3. Printer is the digital off-ramp

Paperless Resolutions

Bits Are Better Than Atoms:

Just noticed a Fujitsu ScanSnap on Amazon (not sold by Amazon so Caveat Emptor) for $350 which is just about $100 less than normal price for an iX500. Arrival is already after Christmas, but for those of you taking off for India (not naming names Shobhit!) for a month, might be worth considering.

And, from Amazon, there is an Evernote edition of the Fujitsu ScanSnap for:

  • Brand new for $406 which is still less than the iX500 has been costing. As of post time, this should arrive before Christmas.
  • Six open box iX500s for $356 which might be a deal for a small business!!! All 6 come with free 2-day shipping.

I heartily recommend the iX500 as can be seen by clicking here to read RestartGTD’s 40+ article ScanSnap library.

For those of you on the cusp of buying Evernote due to the 70+ RestartGTD article library, please consider clicking here to support RestartGTD (at not additional cost) as you sign up.

Best Regards for happy holidays and greener pastures for us all in 2017!!!

bill meade

Evernote Biggies

This post is the text of an email I wrote to a restartgtd.com reader who asked about Evernote.
/begin email
I’ve written a lot of posts on Evernote:
 
The biggies with Evernote are:
  • Install Evernote app on your computer
  • Get Evernote app connected to your Evernote account.
  • Install Clearly and Web Clipper in your browsers on all platforms. 
    • In each web browser, Immediately clip a (any)pagetoEvernote
      • From clearly
      • From web clipper
      • You have to authenticate via Clearly and Web Clipper separately. Stupid but necessary.
    • This on-ramps all your net-found materials to Evernote.  
  • Force yourself to use Clearly and Web Clipper religiously for 1 day, capturing notes that “might be useful … ever.”
  • Then useClearly and Web Clipper when you get a *twinge* that you might want to find the web article again. 
    • Default to using Clearly and Web Clipper too much. Or …
  • When you catch yourselflookinginEvernote for something, and you figure out that the document isnotinEvernote. Put a copy of thedocumentinEvernote so your reality is consistent with your expectations.
    • Example: Somewhere I read that “Nipper” the RCA dog was listening to a recording of his (deceased) master’s voice in the famous painting.
      • I said to someone “I can give you a link to the page from my Evernote account.” And then I went into Evernote just to check myself. The article was not there, so, I found the information on the web, and snipped the information into Evernote with Web Clipper, and now I can share it on demand.
    • The more I use Evernote, the more “stuff” that goes into Evernote. I use Evernote as the ultimate single A to Z reference file ala David Allen GTD
  • Get a Scansnap ix500 ($405 today) 
    • In addition to being an Evernote fanboi I’m also a ScanSnap fanboi.  There are quite a few ScanSnap articlesinRestartGTD.
      • ScanSnaps are optimally valuable ingesting paper into Evernote. I converted 94,000 pages of reference files into Evernote in 4 afternoons.
      • But after you have your data into Evernote, you won’t regret the money spent on the scansnap. My scanning backlog is perpetually zero as I can scan anything in a minute.
      • Buy the best, only cry once.
  • Triage all your paper into:
    • To scan. Then scan and put in …
    • Recycle 
    • Precious can’t throw out, scan and file for posterity
  • Don’t worry about Evernote tags
    • I useEvernote tags only on documents that are hard to find using my default “what two words will only be on the document I’m looking for” query.
      • After I eventually find the article I set the tag to whatever concept I was trying to find. And then I also add the concept name into the note (belts+suspenders strategy).
  • Play with Evernote’s notebooks (I think of these as folders). For the most part notebooks hold two species of documents for me:
    • Projects
      • I gather all the reference materials for a big project into a notebook that I can share with people working on the projects. I out-read pretty much everyone on a project, so I’m a natural keeper of the reference materials.
    • Reference files
      • I have a general “Articles” notebook (folder) for PDFs of articles and captured via Clearly/Web Clipper HTML articles. Motto: “I read therefore I am” so I’ve got approximately 15,900 documents in Evernote.
      • I also have a “Data Science” notebook where I put technical documents on R, ggplot2, Azure Machine Learning, etc. that I work with.
      • I also have a “family” notebook with sub notebooks for reference documents for each family member.
  • Use Evernote’s shortcut feature for folders. 
    • My most used shortcut is a notebook I call “cribsheets” which are notes with the distilled essence of stuff that is important to me. For example, Introduction to R, Excel commands I can’t remember, Introduction to Azure Machine Learning for data scientists, what Neal Analytics is looking for in new hires, etc. 
      • Sub idea: I use notesharinginEvernote quite a bit. This is particularly valuable to me as I can edit the note and not have to notify people of the changes.
        • Right click on the note to “copy shared link” and then email the person the link.
    • But I also add notebooks for hot projects to my shortcuts, and that saves a lot of steps in finding and filing
  • Use OneNote to process a project into tasks. 
    • OneNote allows you to re-arrange scanned 3×5 cards in a note. Evernote does not allow re-arranging of graphics within a note. *Note* readers, correct me if I’m missing something about Evernote here.
    • OneNote and Evernote are complements, not substitutes. I work a lot with Microsoft people, and they just don’t “get” OneNote vs. Evernote. Competitive instincts rear up instantly, and die hard in the face of data.
    • I find OneNote to be superior for decomposing a project into next actions. But, I’m biased by my brain’s refusal to use only 1 electronic system.
  • Use Evernote for reference filing only. 
    • Even my “Articles” and “Project” folders are just reference filing.
  • I use Evernote on both Mac and Windows 10 on my Macbook Pro and iMac. I find it easiest to have my Evernote archives kept separately … even though it sucks to have redundant data. It sucks but works flawlessly.
Does this help? Ask again if not! 
Bill Meade

Best GETTING THINGS DONE Scanner Alternatives

Alternatives

The dominant alternative scanners if you are looking to use Evernote as your GETTING THINGS DONE reference filing system are:

  1. ScanSnap Evernote Edition $495 (*Note* that you get a year of Evernote worth $45)
  2. ScanSnap iX 500 $448
  3. Epson WorkForce DS-510 USB ($279) or WiFi ($399)
  4. Brother ImageCenter ADS-2000 $308
  5. NeatDesk Desktop Scanner $339
  6. HP ScanJet 3000s2 $350
  7. ScanSnaps on Craigslist

Which one should you buy to get GTD off the ground? Any of them! Even though they cost real money, the incredible lightness of being you will get from being paperless will more than compensate. Do it, click a link and order. Do it now!

Having purchased a scanner (ScanSnap iX 500) recently, my fourth Fujitsu ScanSnap, here is the decision process I went through.

Came out just after I purchased. I missed my chance to have all the drugs. This scanner today, is a great first choice for an Evernote person. There is a scanner control panel for the Evernote ScanSnap edition that looks like this on a mac:

Preferences

When the ScanSnap Evernote Edition came out, it was featured prominently on Evernote’s web site. It is much less prominent today. In fact, I had to Google to find the direct link to it. So this *might* be a white elephant that gets abandoned by the green elephant in the future. Still, it is a ScanSnap so you probably can’t go wrong.

And which routes documents, business cards, receipts, and photos automatically to Evernote notebooks that you specify. If automatic routing of documents to folders is something you are looking for, stop reading and buy the ScanSnap Evernote edition.

The reason to buy this scanner is that it is top rated. It has the highest satisfaction rating in document scanners on Amazon.com. When I’m buying a product on Amazon.com I look for as high a proportion of ratings as possible in 5 stars. And, the distribution of ratings has to be at least a triangle. Draw a line from upper right to lower left in the ratings bars, and if there is a bar over the line, I won’t buy that product. Look at the iX 500’s ratings:

Amazon_com__Fujitsu_ScanSnap_iX500_Scanner_for_PC_and_Mac__PA03656-B005___ElectronicsFullscreen_2014_09_09__9_13_PM

The iX 500 has the questions and most answered questions, and it is the best seller. Great machine, neutral price (because it is wicked good), and as you push click, you will think of the machine’s price for the last time. Having four successful ScanSnap purchases, this is what I bought last time around.

I looked at the Epson last time around. But it has less traffic, fewer ratings, fewer answered question. And is 1/2 star lower rated by Amazon customers.

Fullscreen_2014_09_09__9_12_PM

Still, this would be a better buy than the $250 ScanSnap scanner. The automatic document feeder on the lower level Fujitsu scanners is … um … not strong. I’ve owned two of the 300ish ScanSnaps and I’d rather gamble my money on the Epson DS-510 than re-buy a 300ish. Also, I like that there is a USB-only option for $120 less. Wireless connections are demon possessed by definition. I tried wireless on my ScanSnap iX 500 to make sure it works. And even got scan to phone working over wireless. But for everyday trouble free scanning, wireless can’t compete with USB.

If you go for the DS-560, you are just $50 away from the price of the defacto standard iX 500. So knowing I was going to like the iX 500, I just paid the extra money. Buy the best only cry once. But, I bet the DS-510 is a great product.

Like the Epson scanner, the Brother unit looks good. But again, fewer reviews, and less highly rated.

Fullscreen_2014_09_09__9_10_PM

Again I thought hard about this, but for $150 less, the 150 customers giving it 5 stars vs. the 1,070 giving the iX 500 5 stars, might give me pause.  Still, saving $150 bucks could be done. Amazon.com has great return privileges I hear. But I’m old and lazy so I did not go there.

NeatDesk does the most advertising, so many people see this as THE scanner to get. Until they check out the Amazon.com customer ratings:

Fullscreen_2014_09_09__9_21_PM

NeatDesk flunks my “triangle rule” as the number of 5 star reviews is actually lower than the number of 1 star reviews. Too bad, the slots that this scanner has for receipts of different sizes might be a great feature. Anyway, when I looked at the ratings, I knew this was not what I was looking for. Also, NeatDesk has separate versions of the scanner for Mac and PC which is always a bad omen.

Having worked at HP with HP’s Digital Sender 9200, I would like to love this scanner. The 9200 was the first product I ever saw scan to PDF and email the PDF. It was a network only device. An amazing work of art from HP Bergamo (may it rest in peace) and a software artist section manager.

A quick look at the Amazon.com feedback is instructive:

Fullscreen_2014_09_09__9_28_PM

Only eight 5 star ratings. And very few customer reviews. HP’s entry is a poor bet just because there is so much less user information about it.

  • Craigslist ScanSnaps

If you are no-money-down GTD person, Craigslist is for you! Yes, you can find ScanSnap scanners locally. Here are three that are available in Portland OR near me.

portland_for_sale___wanted__scansnap__-_craigslist

I’ve had students buy ScanSnap S1500 scanners for $100 and be very happy with them. I’ve also found ScanSnap S1500 in liquidation shops. New-in-box ready to get you on the GTD wagon for good!

Hope this helps you pull the trigger! Order the scanner of your choice, and then go to my Getting Started with GTD 2014 post and start at the top of the list.

bill

Getting Started with GETTING THINGS DONE – 2014 – in 28 steps

DSC_9660

Amendment:

Getting started with GTD is much easier if you have a buddy. Preferably, two buddies, and experienced GTDer buddy, and someone who is at the same experience level as you in implementing GTD. See GTD buddy system for more details.

How To:

If you asked me how to get started with GTD today (see What is GTD before embarking on this journey), this is the advice I would give. Step zero, take a picture of your desk. If you follow this guide, and get GTD to stick, starting point chaos, will be a valuable data point to refer back to. Here’s my initial desk before embarking on GTD

GTDBefore01D3M_2516.jpg

  1. Order GETTING THINGS DONE and 1,000 3×5 cards
    a. Buy the unabridged audible version of GTD and listen to it while you are driving.
    b. And, buy a Kindle or paper version so you can highlight passages, when you circle back to re-read GTD.
  2. Order a Fujitsu ScanSnap iX500
  3. Go to CostCo and get 4 large (free) boxes in which to triage documents
  4. Subscribe to Evernote
    a. Go to Evernote.com and click on “Sign Up”
    b. Get you your credit card and pay the $45 a year
    c. Get your email confirmation that you account is set up. Write down your username and password for evernote on a 3×5 card.
  5. Download Evernote and install the client on the computer you use most
    a. Download Evernote
    b. Install Evernote
    c. Connect the installed software on your computer, to your evernote account (use the username and password you wrote down in Step 4 c.
  6. Install Evernote Clearly into the web browser you use most
    a. Clearly is a browser add-in, separate from the software you installed above. Evernote = database. Browser add-in = on-ramp to database.
    b. Go to a favorite web page of yours, then click Clearly (a Luxo Lamp Icon) and watch as Clearly removes the clutter from the web page, allows you to highlight text. And most importantly, allows you to save the page to Evernote when you highlight or click sae. You are done for day 1. Time to walk your dog. Your dog will feel stress lifting off you as Millie demonstrates in the picture at the top of this post.
  7. Practice with Evernote (open it up, see the pages you have captured, add manual notes, create notebooks, etc.) each day as you wait for GETTING THINGS DONE and your ScanSnap to arrive.
  8. Practice with Clearly every day as you wait for GTD and your scanner. You might want to read the RestartGTD post where the capstone line is: “Clearly all by itself makes Evernote worth it!” towards the bottom. Then go back and play with Clearly and Evernote.
  9. When the ScanSnap arrives, unbox it immediately, and install it on your computer with the included DVD. This will take you about 20 minutes. Do not read GETTING THINGS DONE until instructed to do so in Step 12. If you procrastinate on installing the ScanSnap to save 20 minutes now, it will take you 20 months or never, to get the ScanSnap installed. Do it. Do it now! (31 seconds in)
  10. After the ScanSnap is installed, get it working so you can Scan-To-Evernote with one click.
    a. Start the installed ScanSnap software by clicking on its icon at the bottom of your screen
    b. Left-click once on the ScanSnap software icon after it is running
    c. Look for “Evernote” in the pop-up list, and left-click once on it
    d. Put a page in the ScanSnap, push the blue button, and watch as the page appears in Evernote. Cool!
  11. Once you have steps 1 through 10 accomplished, then …
  12. Read the first three chapters of GTD.
  13. Read only the first three chapters of GTD. Don’t give in to temporary energy and enthusiasm, and read the entire book. Just chapters 1-3.
  14. Energized by your first wave of hope after reading …
    Mark the 4 boxes you brought home from CostCo as
    “Recycle”
    “To Scan”
    “IN” and
    “Precious”
  15. Next put all your papers into the “IN” box. Don’t worry about making a mess. Just put each document in as a document. You will process and re-organize these documents later.
  16. After “IN” is full, then stop. Take the rest of the day off. I know you are eager to sprint to GTD nirvana. But, you need to pace expectations. Expecting to do a single good block of work at a time to implement GTD is a maximum. If you try to do more than a single block of work, you set yourself up for failure, self recrimination, and external ridicule. 83% of people who attempt to implement GTD fail. And they fail because they try to do too many things, too quickly, while tired. You did not make your organization a mess in a day. And you can’t transform it to a masterpiece in a day. One good thing a day is enough. If you want to see an organizational mess, check out the RestartGTD post on GTD Time Lapse at the top for before pictures.
  17. Next day, approach the “IN” CostCo box, and pull the first document from “IN” box, hold it up. Look at it, suppress any feelings about it, and ask yourself:”Will this ever have a next action?”
    a. If the answer is “Yes” put the document into “To Scan” and then go back to “IN” and repeat this step.
    b. If the answer is “Maybe” then put the document into “To Scan” and then go back to “IN” and repeat this step.
    c. If the answer is “No” then put the document in “Recycle” and then go back to “IN” and repeat this step.
  18. Once your “IN” box is empty, or your “To Scan” box is full (whichever comes first) then take another rest. At least 90 minutes to let your brain reset.
  19. When you come back, move the “To Scan” box next to your ScanSnap. Take each document out one at a time. Put the document into the ScanSnap, push the blue button. When the document is finished scanning, either put it in the box labeled “Recycle” or the box labeled “Precious” if the document needs to be saved.
    1. Once your “To Scan” box is empty, take the rest of the day off. Manage your expectations. One block of GTD work. One day. P-a-c-e yourself.
  20. Go back to Step 15 if you have more papers to process. And repeat Steps 15-20 until all the paper in your life has been recycled or captured in the box marked “Precious”
  21. Take the rest of the day off. Manage your expectations. One block of GTD work. One day.
  22. Once you have all the paper in your life captured in Evernote, the next step is to get your desk clear. Everything off. No pictures. No teddy bears. No momentos. Nothing on your desk in your field of view as you work. In particular, no pictures of faces in front of you where you work. Your brain will work processing faces without ever shutting off. One student has commented to me that this HUGELY reduced her fatigue.
    a. If you don’t have a real desk. Get a real desk. No substitutions, kitchen tables do not count. Floors do not count. You need a big space where you feel pleasure when you work. Go to IKEA’s “As Is” department and buy returned legs, tabletops, panels, conference tables. And modify to taste.
    b. Go to Amazon and get a monitor arm, wireless keyboard, and wireless trackpad or wireless mouse, to transform your desk back from being a giant monitor stand cluttered with paper, into being a brain’s desk that facilitates work. This is the most disregarded step in my instructions. But, it REALLY HELPS. So give yourself a leg up and try investing in your desk.
  23. Once you have a clear desk, and all your paper captured in Evernote, it is time to take your first “After GTD” desk picture. Put the “Before GTD” desk picture into Powerpoint on the left. And the “After GTD” desk picture on the right. Then save the PowerPoint slide where you won’t lose it. Here is my before/after PowerPoint slide:BeforeAfterDesk_pptxBefore/after pictures are important. Before/after pictures are hope. Elephant food if you are a Heath & Heath SWITCH: How to change when change is hard fan.
  24. Next step is time to clear your mind. Most people have 300+ projects in their minds when they start GTD. Sitting down to scrape these out of your head and on to paper, is terrifying. But once you start, you won’t believe how it lightens your mind, and how the time flies.
    a. Sit down and write down every open loop you can think of on 3×5 cards. Go for 100 at your first sitting.
    b. Once you get to 100, take the rest of the day off. Manage your expectations. One block of GTD work. One day.
  25. Repeat step 23 until you don’t have anything else on your mind.
  26. Once your mind is clear, then lay the cards out on your desk. The bigger the desk, the easier this is. Then
    a. group the cards together in clumps of similar stuff.
    b. These clumps are your projects.
    c. Organize each project’s clump into a neat stack on your desk. Once you have all the cards into their natural clumps
    d. put rubber bands around each stack of cards/clump.
    e. Take the rest of the day off. One block of GTD work. One day.
  27. At this point, your mind is clear. You have all your ideas where your brain knows they won’t be lost. Now you have to decide how you want to move forward with GTD.
    a. Whether you will go all analog, using manila folders – one for each project – with 3×5 cards in them, and keeping a master project list by hand.
    TrustedSystemgenerations01_pptx 2
    Or …
    b. Go digital OneNote to organize your projects. Creating project lists with [[projectname]] and then transcribing your 3×5 card notes for each project, into next actions. *Note* your 3×5 cards are likely not Next Actions in the David Allen sense. The step of taking a thought on your mind that you are feeling guilty about, and then compiling it into next actions as you transcribe the card into OneNote is not wasted effort.
    c. Using Evernote to manage your projects as well as your reference files. Create a “Projects” folder in Evernote. Then, create a sub folder for each project. And then either transcribe your 3×5 card into next actions as in b. above with OneNote. Or, by scanning your 3×5 cards into Evernote.
    d. Using OmniFocus (if you are a Mac person). OmniFocus is powerful … and dangerous. OmniFocus is probably the highest fidelity GTD software system. But you may experience over-organization from OmniFocus with the consequence your brain refuses to use the system … as I did. However, if you are a sales person, think hard (try) OmniFocus because David Allen has refined the GTD system to work for sales people. Nobody works harder than sales people, you will need all the system you can get to do your job well.
    TrustedSystemgenerations01_pptx 4
    e. Some kind of hybrid system. My GTD trusted system is broken up across paper and electronic tools. This is less simple to explain. But, my brain will use it. I tried OmniFocus in a monolithic trusted system (27 d.), but I hated sitting down to my desk. So I had to retreat to paper.
    TrustedSystemgenerations01_pptx

The Goal

The above 28 steps are the process that I’ve seen work the best for the about 200 people I’ve helped boot-up GTD. Personally, I’ve stayed on the GTD wagon because I have a ScanSnap and Evernote. These tools make it easier to capture information correctly, than to live in a mass of disorganized papers. My love of 3×5 cards and manila folders gradually gives way to electronic project organizing as a project lifts off. The cards and folders are early stage capture tools for my projects.

Your mileage will vary. My tools will not be perfect for you. I’ve changed my tools so many times (except Evernote and the ScanSnap) that I’m proof that one size does not fit all.  Single design does not even fit one person all the time. But the point is to build your system gradually, experimenting, testing, reflecting on how it *feels* to your brain. Does it allow you to swing, to stop constantly worrying you’ll forget something? Does it *feel* fun to work with? Does your system cut your procrastination and guilt? Are you trying to do too much, too fast?

Incompleteness

This process will not get you 100% to the way David Allen’s system. But, it will get you to the nearest local maxima of GTD productivity and GTD swing. Once you go paperless you will discover what a drag paper is. Your Evernote reference filing system will allow you to find everything … in 15 seconds. Evernote *secret* = Evernote does text recognition on all your documents. All you have to do is think of two words that would only be on the document you need, type them into Evernote and *zap* the document is at your finger tips.

Once you have all your projects in some kind of place (manila folder, OneNote folder, Evernote folder) you will feel release of stress. An emergency department doctor who I dragged kicking and screaming to Evernote and a clear desk said to me “I can’t believe how much less stress I’m feeling now.” After my first week of GTD my wife said “Why are you so happy?”

Notes

  • When doing a mind sweep, I do not follow David Allen’s two-minute rule. This is the only time in my GTD life, that I don’t DO anything that can be done in 2 minutes, and instead, just write down the 2 minute tasks. After my mind is empty, it is easy to take the 2 minute pile, and burn through it. And, it gives you quick wins to keep expectations at bay.
  • I’ve found that three steps in the above process are sticking points:
    a. Getting the scanner out of the box and functioning. I’ve had to drive to people’s desks and make the scanner go for them because of this “out of box” sticking point. See RestartGTD post abomination of deskolation for case study.
    b. Getting the desk clear. Again, I’ve found it easier to drive to desks and show people what their desk looks like REALLY EMPTY. If you contact me (wkmeade@gmail.com) for advice. The first thing I will say is “Tell me about your desk?” and what you need to say back is “I got EVERYTHING off it.”
    c. P-a-c-i-n-g yourself. Manage your own expectations. Do not change everything in your organizing, all at once. Know that change will take t-i-m-e. Match building your GTD system, to when you have blocks of fresh energy. Energy is temporary. Read that sentence again!
  • This step-by-step puts getting your computer infrastructure working as a pre-cursor to reading GTD. If you don’t put infrastructure first, you will try to get Evernote and your ScanSnap working while you are tired. Not a good strategy.  
  • When starting out, keep two separate kinds of files: (a) Project Files, and (b) Reference Files. Consciously separating the two kinds of files can prevents confusion. *Aside* I suspect that I *resist* using Evernote for project files because my brain likes having physically separate project and reference files.
  • Reference filing is a capstone skill of getting into and staying with GTD.
  • Having a real desk is a capstone skill of getting into and staying with GTD. Clutter is the enemy, and there is more clutter on desks than everywhere else in your life. Win the battle against clutter, GTD will work.
  • Managing expectations is a capstone skill of GTD. One block of GTD work. One day. Is the rule.
  • Experimenting with new tools, selectively, is a capstone skill of staying with GTD.

Four Steps to OneNote without Crazy

Bill’s *Trick* for using OneNote Like Evernote to GTD

In my previous review of OneNote I mentioned that Evernote’s canvas was superior to OneNote because I could just insert objects (pictures mostly) and the canvas would make space for the object. I discovered last week, that OneNote does the same thing … as long as you do not get carried away. This post is a four step tutorial on how to make a OneNote page, behave.

Step 1: Create the page

From a GTD perspective, it is SO EASY to create a OneNote “Project” page, and start new projects from there, I’ve become pretty GTD-addicted to creating pages from m project list. Start with a blank project list like this: Project_List

Then type in the project name beginning with [[ and ending with ]]:

Project_List

When you enter the 2nd ] your linked project page will be created and will look like this:

Project_List

Step 2: Go to the project page

Go to the project page and click at the end of the project name so your cursor thinks you are going to modify the end of the project name:

Put_Down_Wd_Mat_

The trick is to hit *enter* at this point. Cursor will jump down below the title of the project, and will wait for you to type something. Should look like this:

Put_Down_Wd_Mat

Step 3: Type Something

Type something like a Next Action (or my Next Action post), the text box will resize automatically. Or, you can drag the text box to be as wide as you want. Will look something like this:

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Step 4: Stay inside the text box

Now all you have to do to have an Evernote-like OneNote, is to NEVER ENTER ANY DATA OUTSIDE THE TEXT BOX. For example, maybe you want to put a picture of the weed mat after one of the next actions. Just create a new line in the list, and then drag the picture to the new line.

Put_Down_Wd_Mat

Summary:

If you use a text box inside OneNote notes, you can make the OneNote canvas behave just like Evernote’s canvas. New insertions add their own new rows, and you don’t have to use one note’s “add space” tool.

bill

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.

IMG_20140717_131307

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.

Bill_s_Kindle_for_Mac_5

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.

IMG_20140717_081708

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

Killer Shortcuts for Evernote Mac

Evernote-Quick-Tips2

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

Microsoft OneNote free for Mac Users on Apple Store

App_Store *Note* OneNote is free right now in the Mac App Store. I could not access OneNote by using Google Chrome, or even by going to the Mac App Store and searching for it. I had to use Safari, and I had to click on the external web-link to bring OneNote up in the Mac App Store.

THIS IS NOT AN ENDORSEMENT of OneNote. I seriously doubt that Evernote can be displaced by OneNote (but I’ll investigate and update this opinion after I’ve used OneNote). Evernote needs competition. Step 1: Go to Mac App Store Preview in Safari Mac_App_Store_-_Microsoft_OneNote Step 2: Click the “View in Mac App Store” button. App_Store_and_Mac_App_Store_-_Microsoft_OneNote Step 3: Click the “Install” button Applications Step 4: Go to /Applications/Microsoft OneNote.app and double click. Microsoft_OneNote Step 5: Ride the learning curve!

3″x5″ Cards and Manila Folder GTD Startup

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Introduction:

I had a request after yesterday’s post on clutter, to show the basic 3”x5” card and manila folder system that I urge people to implement GETTING THINGS DONE (GTD hereafter) with. This post’s purpose is to answer any questions about 3”x5” and manila as I implement GTD.

Your mileage will vary on my advice.  In fact, over time, my mileage with 3”x5” cards and manila folders has varied. The goal is to find a natural and expressively powerful way for your brain to work, not to rigidly adopt ideas. Right now I use a hybrid paper and computer (Evernote + Dropbox/Google Drive) GTD system.  But, I reserve the right to go 100% electronic in OmniFocus in the future, or 100% paper. If it feels good, do that!

Cards and Folders:

So, I helped an accountant implement GTD. Before GTD the accountant was very organized, in fact, almost over-organized.  Take a look at the desk before and after the GTD makeover:

ALPFAGTDAsPresented pptx 13

Accountant Before

And then, we scanned all reference materials into Evernote, recycled the paper, and set up a simple manila folder project system with one folder for each project, and all materials (letter paper, post it notes, etc.) captured within folders.

ALPFAGTDAsPresented pptx

Accountant After

Note the differences in the same cube. By switching note taking 100% to 3”x5” cards, ideas (one idea, one piece of paper) become mobile. Prior to 3”x5” cards, notes were taken in spiral bound notebooks and post it notes.

Spiral bound notebooks trap ideas in random order (see GTD page 30 where David Allen says “written notes need to be corralled and process instead of left lying embedded in stacks”) and post it notes seem like such a good idea when you are capturing the idea, but who knows where they go (with missing socks in the dryer?) when you need to refer back to them.

The basics of a GTD 1.0 makeover:

  • All object cleared from workspace where they can be seen in main working position (usually looking at a monitor). The single worst thing you can have in front of you when you is a picture of a person. Your subconscious can’t stop itself from processing faces. If you must have pictures move them out of view of your main work position.
  • Manila folder system kept outside field of view in main working position. In the after, the manila folders are at far left of the desk.
  • All reference materials scanned and entered into Evernote. All project materials gathered into manila folders. Please stop second guessing yourself and order the ScanSnap iX500 so you can finally get this over with.
  • *Note* Reference folders and project folders are PROFOUNDLY different. David Allen specifies supporting references be kept out of sight (GTD page 38) so having Evernote capture all of your materials is great.  Besides, you don’t have to figure out how to move a filing cabinet into your office. And even better, you can take a filing cabinet out of your office!

And, … that is it.

How It Works:

You have an idea, you write the idea down on a 3”x5” card. One idea, one piece of paper, simple really!

IMG 20131230 212643

Now, where do you put the 3”x5” card? If you don’t have a project that this idea is related to, you need to create a project. To do this I print a folder label on my Brother QL-700 label printer (link to Amazon for convenience but OfficeMax is cheaper). The print dialog looks like this:

IMac27label01 lbx

Then I print the label (2.5 seconds) and attach to the manila folder. Giving me a nice neat folder to hold my project.

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Next, you can put the 3”x5” card you created inside this folder. But now where do we put the folder? My answer is to buy itso small bins from Target …

IMG 20131230 213627

And then insert a small metal book-end inside …

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and then accumulate project “clumps” in the itso tote.  Here is an itso tote with my current clump of writing projects.

IMG 20131230 203109

You can see that the book-end prevents folders from becoming bowed.

The Payoff:

For me, the payoff from organizing projects in this way happens once I sit down to do the project.  I take the folder, open it up, and then I can spread out all the ideas I’ve accumulated about the project. When I see that all my ideas are where they should be, I get a subconscious jolt of affirmation. Aaaahhhhhh all the ideas are here. Now, let’s go!

IMG 20131230 213318

bill meade