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

Rough Organizing

Source: http://www.gottabesolid.com/jobs/images/carpenter-sidebar-05.jpg

There is an analogy between “rough carpentry” and the topic of this post “rough organizing.” Rough carpentry is also called “framing” and that is not a bad description of the result of a rough organizing session.

Rough Organizing: What is it? 

Rough organizing involves the following tools:

  • GTD’s one idea, one piece of paper
  • GTD’s “mind sweep”
  • A clear desk

I start rough organizing with blank 3×5 cards. One idea, one 3×5 card. I fill in cards and then lay them neatly on the table in front of me in a grid. I fill in cards about the subject I’m working on until my mind is empty. Usually a dozen cards will do it. But, I carry 3×5 cards at all times, so I can capture open loop ideas whenever they make themselves available. So I often will have two dozen cards to rough organize.

The rough organizing starts after a mind sweep has captured all ideas, one to a 3×5 card. Then I lay the cards out on the table so that I can see them all, and then start moving related cards toward one another.



As related ideas come together, I organize them in a column, not-overlapping. After I have arranged all related cards into columns, and separated the not-related cards. I can look at the cards and “see” the structure of what I need to do.

  • If I am writing a complex document,
    I will see the document organization, and I can proceed to writing an outline. But usually, I’m in a hurry and I just write the document. Once it is off via email, I throw the cards into recycling.
  • If I am organizing a project,
    I can distill next actions for the project and who to delegate what actions to. This goes into OneNote and then the cards into recycling.

Rough Organizing: How does it save time? 

I find that rough organizing makes writing happen faster. Instead of free writing, then editing, the refactoring the writing. I can see the big elements that need to be covered, organize them in a sensible sequence, and then proceed to writing.

Time is saved because:

  • Ideas jump from 3×5 cards into a computer, in a much more organized fashion than using other writing tools (mind maps, outlines, detailed note cards, Scrivener, etc.).
  • Rewriting is dramatically cut down. The 3×5 card/ideas … are the floors, walls, and ceilings of my writing. It has always been hard for me to go from a writing project idea, to an outline. But with a mind sweep of 3×5 card ideas, to framing in an argument, is … easy. Perhaps I am just writing an outline, by writing the individual ideas without organization, and then organizing them after they are all out. Whatever … works.
  • It is much easier to make writing flow, when one arranges the stepping stones thoughts travel across. And my personal writing nemesis, the creative “leap” (leaving readers behind), has all but vanished since I’ve employed rough organizing.
  • I save time because I write modularly. I’ll make a first pass at a document. Get the ideas framed in, use the document. Then, I find later I’m building out the document and repurposing it for other tasks. Getting feedback from colleagues, to put up drywall, paint, and sometimes, even decorate rooms.
  • I save time because I no longer experience writer’s block.

Great Post on Evernote as Trusted System

Michael Keithley has a great post for those who want to use Evernote as their trusted system. Covers all the basics in just over a page.

Click here to see RestartGTD’s 30+ posts on Evernote.

Bill Meade

GTD of Fear at Work

Quick note on the GTD of fear at work:

I recently started a new job. A dream job. But all dreams come with some crazy, and some weird (C&W). The C&W in the new job was extreme time pressure. This post is my observations on what extreme time pressure and the ensuing fear did to my use of GTD. Or better, what my use of GTD did to my productivity under extreme time pressure + fear.

  1. The biggest positive of this experience was that GTD put me in a focussed frame of mind. There was no possibility of having a mind-like-water when I was desperately behind. Ready for anything? I was barely able to keep up with meetings tomorrow.

    But, … GTD did allow me to develop an attitude towards worry = that worry was a complete waste of time. Being afraid, and resolving to not worry about it. I focused on doing good work, and living or dying based on the good work. This turned out to be an ace that I can keep. I’ve been able to re-use the “We are data scientists, all we can do is good work. And we will live or die based on doing good work.” and so far, good work has produced nothing but breakthroughs. And, …

    I don’t miss the time spent worrying. :-)

  2. I’ve heard about trotting horses that you train them to swing right and left legs together, and then very gradually, you train them to speed up with the trotting gait. If you push them to faster than their training can support, the stop trotting and gallop. This slows the horses down.

    Fear at work pushes my use of my trusted system, to the point where I stop using it. And like trotter horses, I begin to gallop with stream of consciousness organization. And I slow down.

    When I go from trotting with my trusted system, to galloping without it. I’m off the GTD wagon. :-(

    I find that I have to budget time to focus on organizing all the information pouring in. Budget time to refactor and build-out my trusted system towards new challenges. But because of the time pressure, I have to sneak trusted system building into time cracks of the day.

    This is the sentence we GTD users bring upon ourselves. Raising productivity, taking on more, getting to the point of galloping. Then, refactoring and refining. Over time, responsibilities increase, and the refactoring of the trusted system never gets easy. It just works. No guarantee trusted system refinement will be easy.

  3. Looking back on the past 3.5 months, I wonder if the focus GTD has brought, or the ability to put aside fear and worry, has made me more sensitive to patterns. Patterns have been leaping to mind. For example:

    (a) A common pattern of our customer sales cycle.
    (b) The repeated pattern of co-workers under pressure.
    (c) The validation of my “radar” that sees future problems … far in advance

Perhaps there is a self-induced “Hawthorne effect” for GTD people in struggling to keep work life functioning smoothly from a trusted system. Whatever the source, GTD has stood me through.

bill meade

Evernote Conference 2014: Top 5 Benefits for GTD Users



Evernote had their fourth annual conference this week. A recap of Day 1, was posted by Evernote, but Day 2, and Day 3, did not make the blog. I watched from afar, underwhelmed at what the technology press were able to wring out of the conference as news. but there are a few big benefits for GETTING THINGS DONE users:

  1. The biggest benefit I’ve identified is that Evernote’s monthly upload quota has been raised from 1 gigabyte per month, to 4.
    IAccount_Info saw this in my account this week. But it was not mentioned at the Evernote conference. Looking around the web it appears that you can opt in to Evernote’s new web template, and that is what causes the bump. There is confusion about this on Evernote’s forums. It looks like trying the new web form explains the increased upload.
  2. So, Evernote has a new web form.
    Fullscreen_2014_10_03__8_48_PMAnd if you opt in, you get 4 GB of upload per month! To see the form and get the upload quota bump:
    Step 1: Log in to Evernote.com via a web browser
    Step 2: When you see a dialog box that says “Try the new Evernote Web?” click yes.
    The new web form is nice, and uncluttered. But, is not as fluid as 3×5 cards. :-(
  3. “Work chat” client built into the base Evernote application. IEvernote_Goes_Collaborative_with_Work_Chat_-_Evernote_Blogt must suck to be the product manager for Office 2013. EVERYONE on the planet is trying to kill email. Evernote, Slack, Asana (see post) and one would have to remember Google WAVE, are all attacking email. This is not likely to have a big GTD impact soon. But, it may be a big deal to GTDers before long. We tend to over predict impacts of new technology in the short run, and under predict them in the long run. I can imagine David Allen smiling at this news. He has chosen to focus on the logic of work, and fastidiously avoided entangling alliances with electronic technologies. I wonder if Work Chat will be exclusively focused on Evernote Business users, or if we individual GTDers will gain workflow advantages as well.
  4. Evernote API. I’ve been waiting for Evernote’s API to build momentum for Evernote, in the way that Twitter’s and Facebook’s APIs launched them past competitors. But, the results have been slow and … goofy. But, API results are starting to happen. Go to Postach.io, and you can see how you can blog from inside Evernote, by creating a note, and then tagging it with “published”
    Postach_io___Collect_and_share_from_all_your_favourite_apps__like_Evernote_and_Dropbox_Imagine a project story board that is organized as a blog. Every day, the post is updated and refined, so everyone can see where the project is. Hmmmm. Evernote API is getting warmer this year. But, when you check the Evernote App Center, no killer apps … yet.
  5. And finally, the last big lesson from Evernote’s conference this year, is that … getting things done is still in our hands. The conference was a blizzard of individual people, showing how they use Evernote to get things done. Using your mind efficiently and effectively is still THE GAME. Thinking drives work to completion. And while electronic tools help thinking, especially, collaborative thinking, they are not yet impressing anyone generative thought. Evernote also announced an effort to build AI into Evernote. AI by the way means “Augmented Intelligence” not artificial intelligence.

I wish GTD had a tool that aided project thinking the way that spreadsheets and databases aid analytical thinking. But .. not. Getting Things Done for the foreseeable future remains an act of will, to think.

bill meade

Getting Started with GTD: The buddy system


Source: HitchFit.com


When I was getting started with Getting Things Done (see GTD Notable PDF), I had two buddies. First, an experienced GTD buddy Ian Watson, and another novice buddy, Mark VanderSys whom I mentioned in yesterday’s Getting Started with Getting Things Done post as well as in earlier RestartGTD posts here and here.

GTD Experienced Buddy Lessons Learned

  1. I want your word that you will read the book … I won’t get off your chest until you promise. This was the GTD start for me. “Yes, I give you my word :-(” … hey, they have GETING THINGS DONE on Audible!
  2. Project file folders need to be kept separate from reference file folders.
  3. “Go to David Allen’s seminar. Do not bitch at me about the cost. No, never mind, I’ll pay the cost for you!”
  4. Check ins with an experienced GTDer help A LOT.

GTD Novice Lessons Learned

  1. I’m not the only one who gets overwhelmed.
  2. When I get overwhelmed, the best thing to do is to go back to chapters 1 through 3 of GTD, and review.
  3. We CAN do this!
  4. When writing down a next action, nothing less than a complete sentence. Cryptic next actions on cards take time to remember. And, can cause your subconscious to loose trust in your system.
  5. When creating project names, make them short, memorable, and funny. Short, memorable, funny project names are easier to remember.

How a GTD buddy helps

GTD buddies help you by:

  • Giving tips that build early GTD implementation momentum.
  • Checking in, which forces you to reflect and realize that GTD is working, even though new GTD users obsess exclusively about how GTD seems not to be working
  • Encouraging you to keep on. A month or so into my GTD implementation Ian Watson (Experienced GTD buddy) said “Wow. Having a meeting with you, is like … having a meeting with me!” HUGE!

How to find GTD buddies

  • Novice GTD buddies are found by reading chapters 1-3 of GTD, then evangelizing the idea of GTD to your friends. See who takes up the challenge, and wants to talk to you about it.
    • *Note* do not be discouraged if your spouse is not your GTD buddy. Spouses are too close to be good GTD buddies. And often, spouses read GTD and being the more organized member of your union, say “But, … I already do all of this!” Not building on your momentum.
  • Experienced GTD buddies have probably, already found you. In my rich fantasy life, I like to think that this blog is an experienced GTD buddy finding people. But, … not. RestartGTD readers have already been found, evangelized, and have taken a shot at implementing GTD before they find this blog.
  • If you don’t have an Experienced GTD buddy, try Appendix B: Talk to an experience GTD Buddy below to send questions to me. I hereby volunteer (for now) to being an experienced GTD buddy to RestartGTD readers.
    • [9 hours later 0 takers, c’mon!]

How to use GTD buddies

  1. Find the recipe …
    that you want to use to take a(nother) crack at getting on the GTD band wagon. Pick a “getting started” recipe from the book (and/or David Allen has a new introduction to GTD focusing on fundamentals
    GTD_Fundamentals), RestartGTD’s blog post recipe, or other any other recipe.
  2. Tell them
    That you are trying to implement GTD again. Send them an email. Point them to your recipe. Ask them for their recipe. I benefitted enormously from Ian Watson’s being at my elbow, eager to answer questions.
  3. Ask them to help
    specifically, if you can once a week, for one month, talk to them about their use of GTD, and get them to review your use. After a month, check in occasionally on a timed basis (8 weeks) or whenever one buddy feels overwhelmed. Read Appendix A: Using Skype to implement your GTD buddy system below. And then do your weekly show and tell, sharing screens. Just for a month.
  4. Follow up
    when a week passes and it is time to check in with your GTD buddy. Just Do It! This may be mentally tough, the universe (you may have noticed) resists us becoming organized.

Try GTD Before you Give UP

If I can implement GTD, … anyone can implement GTD. I was the worst organizational sinner on Earth. Here, … see if you can guess which desk is before GTD, and which is after GTD.

If you want to see more, then check out my before GTD after GTD post. And, my post on how procrastination and guilt go down over time with GTD.

bill meade

 Appendix A: Using Skype to implement your GTD buddy system

Using Skype to share screens is easy!
1. Get your Skype session going. If you need to set up Skype, click here for a YouTube tutorial.
2. Click on the plus thought bubble at the bottom of the screen
Skype3. Click share screen in the pop up:
Fullscreen_2014_09_27__3_49_PM4. One buddy goes first, showing how s/he has implemented GTD. Questions go back and forth.

5. Then whoever went first, clicks the + thought bubble, stops screen sharing, and it is the turn of the other buddy to give a walk through of their system. Questions go back and forth.

6. MOST IMPORTANT after you sign off, each buddy writes four “lessons learned” bullet points, and emails them to the other buddy.

 Appendix B: Talk to an experienced GTD Buddy

Getting Things Done: Reviewing GTD in a complicated organizing program


Source: PixelLight.com


I have an artist friend, Mark VanderSys


Source: BetterLight.com (2/3 down the page)

who runs a small, extremely high-touch graphics business: PixelLight.com. By extremely high-touch I mean: gigapixel pictures with digital scan backs, heavily customized web sites, and seemingly impossible pictures without parallax (i.e., the entire width of the picture is taken at a perfect 90 degree angle to the subject) and …


extremely clean low-retouch photography


New Addition:
The picture at the top of this post is an un-retouched image taken of objects spinning. It was taken with a BetterLight.com digital scan back in a standard 4×5 industrial bellows camera, Mark gave a tutorial at BetterLight where he showed step by step how the picture was taken. Click here for the magic pixie dust demo via an .mov file that shows the process.

Mark and I have been implementing Getting Things Done together for several years. Mark uses a customer requirements planning program, Asana.com, to organize, share, and track his work. Mark and I just spent two hours looking over his implementation of Asana, and reflecting on how GTD lives in very complicated, very powerful systems like Asana.

Lessons Learned

  • Using Skype to share screens is easy!
    1. Get your Skype session going.
    2. Click on the plus thought bubble at the bottom of the screen
    Skype3. Click share screen in the pop up:
    Fullscreen_2014_09_27__3_49_PM4. Continue your conversation while sharing your screen!
  • Complexity of the tool, Asana, Omni-Focus, whatever, expands like a gas to fill your energy and memory, leading to feelings of being overwhelmed. And,
  • … complexity crowds GTD logic out of your mind.
  • When GTD gets crowded out by a tool, we naturally stop managing self-expectations. You are now standing at the top of the GTD off-ramp.

How to implement a new program

  • Get some work into the system. Don’t worry be crappy.
  • Get to know the system, really try to make it work. But, relax. Rome was not built in day.
  • When you get frustrated, talk to your GTD buddy. Getting started with GTD is much easier when you have a buddy. Mark VanderSys is my GTD buddy.

What your GTD buddy will tell you:

  • Slow down.  Rome was not built in a day.
  • Go back to basics. Now that you know a bit about Asana (or OmniFocus, or whatever) it is time to re-read the first three chapters of Getting Things Done. As you go through the chapters s-l-o-w-l-y, write ideas on 3×5 cards, page by page through chapters 1 through 3.
  • Focus on how the program allows each of GTD’s tools to be implemented. Make notes of next actions for doing GTD more fully.

Organizing Work with Hierarchy … and in an Intertwingled World



Source: Preface Intertwingled


  • Organizing tools allow different kinds of organization. In particular, different kinds of project-next action relationships.
    • Paper
      … with a next action focus, manila folders, creates an implicit one-to-many work hierarchy. One project, one manila folder, and inside many next actions. All the next actions relate only to the project indicated by the folder’s name.  
    • Outline tools
      … like OmniFocus (built around OmniOutliner), Evernote, and OneNote use an implicit one-to-many work hierarchy. That is, you start with a project, and then create N next actions to complete the project. But advanced tools like OmniFocus go a bit further. Next actions can relate not only to projects in a hierarchical way. Next actions can also relate to contexts. So the simple one-to-many hierarchy of project and actions, begins to fray. GTDers are coached to think of projects and contexts as a kind of matrix organization structure, and then next actions live at the intersection of project and context.
    • CRM (Customer Requirements Management)
      … systems like ASANA however, are not limited to one-to-many work hierarchy. Yes, you can create a project and then a task underneath the project. But in addition, Asana tasks can be related explicitly to multiple projects.

      This is a many-to-many link which CRM systems have evolved so that a next action can be tracked in relation to many projects. With many-to-many relationships, CRM allow GTDers to use “more colors of the rainbow” by tracking multiple projects that a next action relates to, but CRM systems shatter top-down one-to-many work hierarchy that a GTD person is used to seeing, and substitute an extra step of running queries, to see the full status of a next action against its projects. Very disorienting … at first.

  • Ugh, I’m feeling scared. Overwhelmed, dizzy. What can I do if I need to use a CRM system to implement GTD in my intertwingled life?
    • Go back up to what your GTD buddy told you above:
    • Just be aware of what the electronic system can do. And use GTD within that electronic system, as fully as you can. Don’t force yourself to use too much complexity.
    • Wait. Over time, as you keep your eye on GTD inside the system, you’ll have ideas. For example, you might have the idea in Asana, of doing a query that shows you the next actions in the system, that will move the most projects forward. Might be useful to try!
    • Experiment. Let these ideas come, and then experiment with them.

Thanks Mark VanderSys for a fun afternoon of GTD buddy check in!

bill meade

Evernote Bugs … or bad Evernote weather … or an uninitialized variable (file name?)


In the past week I’ve noticed problems with Evernote capturing from Web Clipper and Clearly. For example, go to this WIRED article on an artist who did a self portrait with GPS equipment and DHL taking the equipment around the world.



When I opened the article in Chrome for Mac, Evernote Web Clipper, and clicked Save:


Evernote said that it saved the clip:

Artist_Admits_He_Didn_t_Actually_Use_GPS__DHL_to_Create__Biggest_Drawing_in_the_World____WIRED_and_Evernote_Premium But … the clip did not appear in Evernote on my Mac after I synchronized.


GTD Evernote users, *might* want to check that web clippings are actually being captured. Just to be sure.

Fast Ways To Double-Check-Web Clipper:

  • When Web Clipper displays the confirmation that your note has been captured:
    Artist_Admits_He_Didn_t_Actually_Use_GPS__DHL_to_Create__Biggest_Drawing_in_the_World____WIRED_and_Evernote_PremiumClick on the title of the article to open the note in Evernote, to make sure the note is there.
  • Or, instead of using Web Clipper, capture the note with Clearly. I’ve had no trouble with Clearly capturing notes this week.
  • Open Evernote on your computer, click the Sync icon
    Evernote_PremiumAnd then click on the “All Notes” (or “Clear” icon if you have run a search) and then scroll to the top of your notes to make sure the note Clearly or Web Clipper says it captured, is there.

This might be a problem of capture (from Web Clipper or Clearly) or it might be a problem of synchronizing. I’m using Evernote Mac 5.6.0 which I think is a beta release.

What is GTD? RestartGTD’s GETTING THINGS DONE technology notable



I once worked in Hewlett-Packard future-products-marketing. HP had a tradition of preparing single piece of paper, with writing on both sides, that answered five questions, and calling these documents “Technology Notables.” And while I was at HP, I fell in love with the format.

The technology notable five questions are:

  • What is it?
  • How does it work?
  • What are the benefits?
  • What is the strategy?
  • What are the objections?

Technology notables translate product features, into benefits for customers. Writing notables was a hated job, so I volunteered. And discovered the power of a simple format, to make complex features into understandable benefits.

I don’t know why I haven’t written a GETTING THINGS DONE notable until now. I just had the idea this morning after 3.5 years of writing RestartGTD.com. But, whatever, NotableGTD01.pdf draft 1 is now downloadable.

For GTD evangelists reading RestartGTD.com, this is a document that is intended to be an skull-piercing shell. That is, you can send this to your hardened, cynical, anti-GTD friends who need GTD, but don’t want to listen to you talk about GTD. And, … some of your friends may come around.

Cynics are frustrated idealists. The key to overcoming cynicism is to penetrate the skull and reach down to whatever embers of idealism remain, and to feed the embers oxygen in the form of hope.

When I was at HP, I knew that a technology notable was dialed in once I began to get “Thank you!” voice mails from sales people around the world. Always after they had briefed themselves on a technology notable for a sales call, and then closed a sale at the expense of a competitor. Not a bad result for a Ph.D. in marketing! :-)


 RestartGTD.com Uglified HTML Version. Click for pretty PDF

Technology Notable      


What is IT?

A way of looking at your life through the lens of an organization system that accepts and processes work. Developed over 40 years by David Allen in his book Getting Things Done.


How does IT WORK?

  • By applying pre-processing rules:
  • Is there an action needed? If so, what is the next physical thing that needs doing?
  • One-Idea-One Piece of Paper.
  • If you can do it in 2 minutes, just do it.
  • Plan work naturally.
  • Review work weekly.
  • By separating processing work, from doing work:
    Step 1: Get your work into your inbox … everything.
    Step 2: Take one piece of work out of your inbox and process it based on actionability.
    Step 3: Once all work has been processed, decide what to do next.
  • By using simple infrastructure tools: Inbox, Calendar, Reference Filing, Project Files, Contexts.



What are the benefits?

Release of Mental Stress: Having all open-loops processed into project actions, reference files, recycle bin takes an enormous load off your mind. You recover memory until now, wasted with “not forgetting.” And, worry about forgetting stops, adding more mental power. An emergency department doctor who implemented GTD said “I can’t believe how much less stress I’m feeling.” An MBA student who implemented GTD said “I’m not dreaming about work any more.”

Increasing Quality and Quantity of Results … With Reduced Stress: GTD’s system is a container that pre-processes work focusing on actions. GTD distills work to its essence, clarifies tasks, and allows your mind to fully “get around” every work item. Time you spend worrying vanishes, and the mental energy you recover by not worrying and “not forgetting,” shifts via the GTD invisible hand, into closing out projects. You get more done. A lot more if you are prone to over-thinking, and worrying. A spouse of GTD implementer said “Why are you so happy?” More results at less stress will put a GTD smile on your face too.

Death to Guilt: Generalized guilt about work, is the quiet desperation of our time. You achieve the American dream, house, mortgage, cars, kids in evil-and-anti-family team sports (I may be a little bitter about team sports). And you are likely to feel constant guilt over being pulled in many directions. GTD cuts guilt, allowing you to savor blessings, and begin to consciously budget more your life.


What is the strategy?

To build an organizing system that allows you to maximize your brain. GTD gets your unconscious into the game of processing work. If you are disorganized, your unconscious burns enormous work energy, the unconscious is 90% of our cognitive processing power. And the unconscious is obsessive about what it does: put a picture in front of your eyes and the unconscious facial recognition neurons spin up and fire-fire-fire until the picture is out of view. Have an important piece of work come into your life that you don’t process and put in its proper place, and your unconscious will be on you, just before you go to sleep, to review all the things you can’t forget. Do you enjoy dreaming about work? If not, develop a GTD system, and like the MBA student, you’ll say “I’m dreaming again.”


What are the Objections?

  • I can’t implement GTD.

True, but irrelevant.[1] Everyone, even unemployed people, fail in implementing GTD. I started RestartGTD.com because GTD success means starting, falling off the wagon, then restarting GTD.

The real question is “What is in GTD that I could implement, that would make my work life much better?” And that system for most people is reference filing in Evernote. Full instructions here.

  • I’ve tried other organizing systems, they did not work, so GTD can’t work.

This is fear talking. “I’ve tried B, so A can’t work.” May be convincing emotionally, but not logically. If you really take a look at Getting Things Done (Chapters 1 – 3), you will find that you are using lots of GTD, successfully, right now. Probably, the previous systems you have tried, are working. But, because you have not processed your work all the way to the edges (including personal tasks as well as occupational), you have not experienced the benefits of your subconscious letting go of worry and letting go of “not forgetting.” GTD for you is likely to put in place one or two keystone infrastructure pieces (Evernote reference filing, in my case), and a couple new skills (Next actions, and project lists). C’mon, you in the game, and … you are almost there!

  • Implementing GTD, or reference filing, or the 2-minute-rule will take too much time and I’ll fall behind.

Gilb’s law is that there is always a way to measure, that is superior to not measuring at all. I think “Allen’s law” should be that: “There is always a way to organize, that is superior to organizing unsystematically.” If you can just get the pile of your stuff, processed into “projects” and “other, “ you increase efficiency and effectiveness enough to pay back initial time costs, in one week! After one week you’ll be at break even. Every week after that, you’ll be at a >1 multiple. Productivity increasing over the long term should be the goal.

Validation Test: How many projects are you working on right now? Take a second and think. Fix a number in your head before reading more. OK, got your number? Double it just to be conservative. Now compute 300 – [2x your number]. The average GTD newbie has 300 projects. 300-[2x your number] = worry, guilt, not forgetting and procrastination. Just process all those 300-[2x your number] projects and you’ll feel a lift, a lightness of knowing what is going on. And you will gain a giddy GTD smile.

[1] If you can implement nothing else from GTD, you can implement asking yourself “What is the next action?” from work events, and using the 2-minute-rule. Which is, if you can do it in two minutes, just do it.


Nice post on “just do it” getting started with GTD


Check out EricTheGeek’s great post on Getting Started with Getting Things Done at Life is PERL. Eric takes exception to my 27 Steps to getting started with GTD. And if Eric’s approach works for you, go for it. Don’t look back. Just do it!

I have also written on simple GTD start up methods. And would like the record to show that 27 steps is many fewer steps than in the 11 chapters in the Bible of GTD … GETTING THINGS DONE by David Allen. But I’m evangelizing more than GTD. I think Evernote keeps me on the GTD wagon. And, I’m also evangelizing getting a ScanSnap to help break with the past. And a monitor arm. Wireless keyboard. Wireless mouse. Real Desk. But I digress. All these recommendations in 27 steps here.

bill meade