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

3×5 Cool Tool

Amazon_com___Oxford_At_Hand_Note_Card_Case__Black__63519____Index_Card_Binding_Cases___Office_Products

Purpose of this post is to share a *find* … of the 3×5 kind. I have started carrying an Oxford hand-note-card case. And, it is FANTASTIC!!!

I keep the case with 10 or so blank 3×5 cards (stored in the middle pouch so the cards do not get beat up) in my right front pocket. Even the pen holder is useful. I keep a skinny red pen in the case, so I can drag the case out and be ready to capture. Ideas, projects, action items, … whatever. There are also front and back slots to keep cards that have been written. So the case allows me to keep next actions with me, separate from blank cards.

The workflow:

  • Take card case out, and capture the GTD open loop.
  • Slide the open loop into the front or back slot
  • Front slot is for general GTD open loops that can be closed without capture in my digital system. Probably about 50% of the open-loop-cards I capture will be completed without being entered electronically.
  • Back slot is for project related cards that for the most part end up in OneNote or Evernote.

The confession:

  • I lost the first hand note case I purchased, but because it had become indispensable for me, I’ve re-ordered another from Amazon.com

Discussion:

  • How can someone who uses both Evernote and OneNote need 3×5 cards?

Because my brain loves 3×5 cards. The most powerful organizing that I do is to lay out 3×5 cards on a giant table, and then re-organize them by sliding them into columns of related ideas.

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When I put my entire trusted system into the MOST EXCELLENT OmniFocus, my brain refused to use the system. I could not bring myself to sit down at my desk. I *think* in Ready for Anything David Allen actually says “If you get too organized, your brain will refuse to use your system.” Certainly the case for me. So as I’ve documented in the evolution of my trusted system, I use 3×5 cards as my default “one idea, one piece of paper” capture system.

bill meade

Easy GTD

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Introduction: 

I’ve discovered something. A way to make Getting Things Done (GTD) easy to do. Three words:

Love.

Your.

Job.

This Post’s Story:

When I finished graduate school in 1992 I read Waldrop’s COMPLEXITY. The book is about the development of chaos theory from lunatic fringe, to the Santa Fe Institute. The book is not available on Kindle, so I can’t cite the passage exactly, but there is a description of John Holland that goes something like ‘Holland is a nice guy, helping a lot of people, doing work he loves, and having a genuinely good time.’

When I read that I was … jealous. And ever since, I’ve wanted to be John Holland.

Along the way, I’ve come across books that have helped me become more like John Holland:

1. The Artist’s Way (TAW) by Julia Cameron

Mary Meade, my artist sister bought me TAW. Julia Cameron is the world’s greatest ninja in getting “stuck” creative people, unstuck. Her formula is “Write three pages every day. Does not matter what. Just write three pages every day.” Kind of like “one idea, one 3×5 card” in GTD. This unsticks writers, sculptors, painters, …

In TAW I learned:

  • About “crazy makers” who prey upon creative minds, giving them busy work and drama. Don’t have an agenda, crazy makers will give you an agenda.
  • That jealousy is a signal. It tells you what you want to be doing.
  • That getting ideas out, is critical. If you don’t get ideas out of your head, you can’t move the ideas forward.

2. Getting Things Done

Ian Watson basically got on my chest and said “I’m not getting off until you promise me you will read GTD.” I’ve tried to document on this blog, the result. If you haven’t seen the progress, start with the before/after post.

From GTD I learned:

  • Organizing is possible, and then fun. Until GTD, my wife said “I have to have a door I can close on Bill’s office.” Since GTD, the opposite is the case.
  • Organization is about figuring out how your brain works, and then structuring your work naturally. Example: I had a book that I knew I needed to write “stuck” in my head. For seven years I would sit down, try to “dump” the book, and fail. After 1.5 years of GTD, my work environment and mind became organized and synchronized to the point, where I sat down and was able to dump the book, in outline format (a first for me), into a computer.
  • When you organize, God comes along beside you and encourages. S/he has you on earth for specific reasons. Organizing is how we can figure out the reaons.

3. & 4. The House That Cleans Itself (THTCI) and 2,000 to 10,000 (2Kto10K)

  • THTCI taught me about the concept of “stations.”Stations are how you organize to eliminate localized clutter. The formula is to let clutter build up in your life, then take pictures of localized clutter storms.

    Then, figure out the clutter storm’s function. Once you “get” that you are manufacturing clutter when you are doing a specific function (ex., creating draft after draft of writing, dealing with multiple projects simultaneously, missing appointments (temporal clutter), or forgetting tasks) you can organize your environment, trusted system, calendar, etc. to focus on the function at a station optimized to slam dunk the function.

    In a way, GTD as a book, is a pre-fabricated system of stations (next actions, one idea one 3×5 card, project list, 2 minute rule, predigesting tasks by context, etc., etc., etc.). Stations are how I evolve GTD.

  • 2Kto10K taught me about matching enthusiasm to work.Rachel Aaron, a novelist and the author of2Kto10K kept a log of how much she wrote each writing session. She then figured out that she wrote faster and better when she:- Knew what she was going to write before sitting down to write (this is what I’m doing when I take 3×5 cards of ideas, rearrange them before doing)
    – Had long blocks of time (1 hour = 500 words/hr, 5 hours = 1,500 words/hr)
    – Was “was in a place other than home” while writing.
    and most importantly
    – Was enthusiastic about what she was writing.

    Being behind in Rachel’s words was “the perfect storm of all my insecurities” … (feel *familiar*)????? But her ninja-nerd writing log helped here avoid perfect storms, by structuring her work naturally. What I got from Rachel, and what provoked this blog post is …

    The importance of enthusiasm. The word roots of “enthusiasm” are en which means “in” and “theos” which means God. Enthusiasm is “the God within.” Work you loves has the God in you coming along side.

So what?

I’m in a job right now, that makes applying GTD easy. This blog post is my attempt to be a Rachel-Aaron-like nerd, to figure out … Why?

For me, it is about dread. Here is what my task completion time looked like while I work in jobs that were, well, … OK.

Screenshot_022115_121906_PM

Dreading a task is 50% mentality, and 50% environment. When I’ve worked in jobs that I don’t love, the phone rings, there is a knock at the door, there is a meeting that pops up. And for me, very often, a crazy maker boss that drops in. So out of 100 minutes I was only getting work done during 40 minutes.

When in a job that I love, I preemptively manage the environment part of dread procrastination. I turn off the phone, close email, log out of Lync, so I can focus. And, the 1/2 of dread procrastination (just about what the task takes to complete), that is mental … evaporates.

When I love my job, I look forward to rough organizing, and then slam dunking the next action. When you love your job, you avoid the dread tax and get more done. You begin to be more like John Holland:

  • Help more people.
  • Genuinely enjoy the work.
  • Be nice.
  • Do your job effortlessly.
  • Build momentum.

I worked 75 hours this week. Trip to Mexico, lots of driving around and meeting people. Sharing the gospel of simple models applied to the obvious data, to solve obvious problems. On the flight home I realized “I feel like John Holland in Waldrop’s book!”

A first for me.

Implications:

  1. If you find GTD “too hard” to do. You might need a different job.
  2. If you need a different job, you probably know it.
  3. If you know you need a different job, if you are like me, you have not:
    1. created a “find a job of destiny” project, then
    2. rough organized the job of destiny project, or
    3. started executing the job of destiny project.
  4. If you don’t execute on finding that job of destiny, you won’t find your job of destiny.
  5. It is easy to shift blame to GTD for being too hard, when the root cause lies elsewhere.
  6. Looking back on jobs that I did not love, GTD was depressing. Keeping track of all the stuff that isn’t fun, is depressing. Unloved jobs truly are “same shit, different day.”
  7. If dread is part and parcel with doing GTD for you, see implication 1 above.

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.

 

popuporganizing01-1-1.jpg

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.

Getting Things Done: Reviewing GTD in a complicated organizing program

Evernote_Premium

Source: PixelLight.com

Introduction

I have an artist friend, Mark VanderSys

Better_Light_2011_Owners_Conference_Report

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 …

Better_Light_2011_Owners_Conference_Report

extremely clean low-retouch photography

Architecture_-_pixellight

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

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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:
      Add_New_Post_‹_RestartGTD_—_WordPress
    • 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

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

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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

Quick Index of Most-Read Posts

Featured

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

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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.

GTD Time-Lapse

In the beginning, I was disorganized, no GTD, no Evernote, no OmniFocus, no Dropbox, no OneNote. My desk looked like this:

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Then I went from no GTD to GTD via Paper and Evernote:

GTD03_ppt

My desk changed to this:

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Then, I got really excited, and went to a 100% digital GTD system via Omnifocus:

TrustedSystemgenerations01_pptx 4

This is the first time I fell off the GTD wagon. I could not stand to sit down at my desk. The feeling of drowning by binary proxy kept me out of my organized office and away from my organized desk. Ugh! But the seeds of RestartGTD.com were born. Somewhere I’m POSITIVE I heard (via Audible copies of his books) David Allen say “If you get too organized, your brain will refuse to use your system.”

I refactored, cut back the role of Omnifocus, got a new job, Evernoted/digitized the 94,000 pages of notes I had from my Ph.D. and went to a hybrid paper and digital system that looked like this:

TrustedSystemgenerations01_pptx 5

And my four desks looked like this:

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Then as I experimented with my system and changed jobs I :

  • Dropped Dropbox for Google drive when I bought a ChromeBook. Google drive is not even in the same league as Dropbox as far as reliability goes, but I’ve stayed with Google drive and Google Apps for simplicity’s sake.
  • Added OneNote to keep work notes separate from home notes. This has actually facilitated manila folders as OneNote makes it *trivial* to print all my tabs (virtual manila folders) and put them into real labeled GTD manila folders.
  • Kept 3×5 cards. They are indispensable for organizing. Laying a large number of cards out on a big table, then re-arranging them into thematic clumps, is the most powerful project organization tool that I possess. *Note* to OneNote and Evernote folks, please please please add 3×5 cards and a flexible user interface for re-arranging cards to your programs!!!!!
  • Kept manila folders. In my new job, I can see my boss relax when I pull out a folder that has an updated project plan in it. And once she saw that she could look in one place for my project list and see what is going on, again, I could visibly see her relax.
  • Kept eMail.

So my system now looks like this:

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And my dungeon desk looks like this:

IMG_20140104_143951.jpg

Thoughts on Tools:

  • OmniFocus is an awesome tool. If you are going to implement GTD to the letter, I don’t think there is a better software package. But I learned that implementing GTD to the letter is not for my brain. But there is TREMENDOUS power in OmniFocus if it is for you.
  • Evernote has been with me since the beginning of my GTD journey. I remember listening to David Allen say “the lack of a good general-reference system can be one of the greatest obstacles to implementing a personal management system” (p. 95 Kindle L1500) and realizing “Evernote! I can use Evernote to be my reference filing system!” You see I had Evernote before I read GTD, I just did not have a use model for it, because I did not appreciate how critical reference filing is to GTD.
  • Evernote keeps adding tools. Some of them are wonky (Evernote Hello for example), but Web ClipperClearly, and Skitch have been game changers for me. Evernote has also gradually increased the kinds of files that it indexes (Word for example was a pain before Evernote started indexing it), and the handwriting recognition is slowly improving. The growth of Evernote’s tool set has kept me loyal as I know I don’t need to jump ship for the latest slick tool. Probably, this reticence kept me for too long from trying OneNote again. I was on the beta team for OneNote 1.0 and getting a change made to the program was like trying to teach a pig to sing.
  • Dropbox is also an awesome tool. But it was (a) too expensive and (b) to focused on single users, at the time I adopted it. Dropbox too is adding tools, but unlike Evernote, Dropbox has not added tools at the point of most intense need for me, and built out from there. I’m sure to Dropbox, Evernote’s file replication must look plebeian, a pale copy of Dropbox with a different user interface. But to me, Dropbox is infrastructure first, and OneNote and Evernote are tools first, with backing infrastructure.
  • OneNote has surprised me. The community of kindred minds around OneNote is much larger than Evernote. And OneNote has the same wonderful enthusiasm of Apple products and Evernote, among its users. OneNote has many of the same over-structured limits as Evernote, only 1 level of sub folders, for example. But, the user interface and the integration with Microsoft Office are freeing to my mind. And, I can’t wait to investigate OneNote add-ins. Evernote’s add-ins are a pallid picture of the promise of its API. More on OneNote as I delve deeper.
  • Google Apps and Google Drive have converted me. I’m now keeping my evolving documents (like resume) on Google drive. I’ve had to delete and re-download my stored files three times. And when I look into my Google Drive folders now, I’m often missing files, finding renamed folders that indicate Google Drive has a problem with becoming confused. Dropbox has none of these issues. So I do miss being able to have confidence in my cloud storage. But I’m careful, back up A LOT, and limp through.
  • Google Now. Another fun surprise. Google now reads my emails and then puts notifications on my phone and in my web browser automatically. This is a huge help for my absent mindedness (call me “Dr. Spaz” please).

Where GTDers are on our own.

David Allen does not recommend technology. Technology is too fad-y I suspect. So we are on our own in sharing experiences and frustrations. And, in dealign with providers like Evernote and MicroSoft and OmniGroup in advocating for GTD-helpful features.

GTDers are also on our own figuring out how to separate work and personal trusted systems. “When you’re trying to make a living there ain’t no such thing as pride.” Richard Marx – Don’t Mean Nothing Lyrics | MetroLyrics. And when you are in the middle or the bottom of a big company, keeping separate personal and work trusted system is a key survival skill.

OneNote vs. Evernote vs. Dropbox

*Update*

I’ve edited this post in light of having gone back through my GETTING THINGS DONE (GTD) history, and looking at the different trusted systems I’ve evolved over the four years of using GTD.

  1. Title graphic has been recomposed to put GTD at the center. Ouch! When I realized I missed this in the original post. Ouch I say!
  2. Last graphic has been recomposed dropping Google Drive (unreliable) and swapping back in Dropbox. This will take some work as I have to squeeze down from 30 gigabytes of storage to 20 (the most storage I can have for free on Dropbox).
  3. Last paragraph has been edited to put both OneNote and Dropbox into project management (I use them both for project files).
  4. Added a fourth like about OneNote (Read on!).

Presentation1

This is not a full on review, but I’ve been using OneNote daily for a month, so I thought I’d *reflect* a little on how I like OneNote, and how it compares with Evernote. Just rule of three likes, dislikes and reflections in this post.

What I like about OneNote:

  • The tabs. OneNote lets you have tabs on the top or right side of your notebook. This is a clear win over Evernote where notebooks (the equivalent of OneNote tabs the way I use both programs) are rigidly stuck in a list at the side of your screen, or in a rigid grid of notebooks in the main window.
  • Sub notes. If you create a tab for a project, you can insert notes underneath the project and indented from the parent tab. Again, a clean kill improvement over Evernote. From a GTD perspective this has helped me to focus more on the work, and less on the housekeeping of organizing the work.
  • Linking. You create [[aroundwhatyouwanttolink]] and the note is automatically linked to the parent project list. For GTD people this allows you to have each project on a tab that you start from the master list of all projects. Just create [[NewProject]] on your master list of projects, and *poof* you magically have a new tab named NewProject, now, get to work!
  • After a couple days, I have to add one more thing I like about OneNote … the connection between Microsoft Outlook and OneNote. I can drag an email into OneNote and choose either to have a PDF of it (printing to OneNote) or just an embedded copy of the email. This is not a clear win over Evernote as I can also capture email to Evernote from outlook. But, the thing is, because OneNote is a “family of Office” product, I intuitively knew that the link would be there. Evernote’s linking to email has to be discovered separately. My impression is that both OneNote and Evernote are improving their linking over time.

What I don’t like about OneNote

  • The canvas. Evernote’s canvas is static, text-based, and more intuitively appealing to me. In OneNote, whenever you click the mouse too far away from what you’ve already typed, you create a new text window. Which does automatically scroll down when you type something in any other text window. This is an example of too much flexibility for me. I find myself creating only one text window per note, and then being sure to add new thoughts to that single window. Static canvas, clear win for Evernote.
  • Too narrow a focus. OneNote focuses on you, your keyboard, and your projects. So it does not *feel* like a document management (or reference filing) system. Another clear kill for Evernote. I am forever adding a note to Evernote, and then much later taking that note out of my GRAPHICS or INBOXNOTEBOOK (the two big capture notebooks in my Evernote use) and either moving it to a project notebook, or copying the contents, pasting the contents into another note, and deleting the first note. OneNote is more narrowly focused than Evernote. I would not think about putting 14,000 articles and clippings into OneNote, for example.
  • Adding new text after a pasted-in graphic. I can’t figure out how to get OneNote to allow me to create new bullet lines in an outline, from clicking on the clip, hitting right arrow, and then either return or shift return as needed.

Reflections:

  • OneNote vs. Evernote, like Evernote vs. Dropbox is not a choice of one tool OR the other. They overlap in functionality. But OneNote is a lot more competition for Evernote, than it is for Dropbox. Here is what the overlap *feels* like to me. Recovered_File_1
  • Both OneNote and Evernote are (to my liking) overly rigid. I’m still looking to be able to re-arrange virtual note cards on a virtual desk top. And, to be able to arrange notebooks in relation to one another. But OneNote and Evernote allow note arranging little if at all.
  • Project focus is an area that OneNote excels in, and where Evernote is weak. I applied for a project management job at Evernote this year, and won the opportunity to work a test problem in new products. But, alas, no job was forthcoming despite my ENTHUSIASM and ranting and railing about Evernote as a platform. But, OneNote, if it shows nothing else, indicates how Evernote could up its game in the project management sphere.
  • Evernote is a platform. OneNote is an application. OneNote feels like Excel or PowerPoint, a point-focused app that captures and structures analytical thinking. Evernote with its open API, back end infrastructure, and plug ins for browsers that make ripping just the information you want out of a web page, easy, feels like a platform.

GTD-Conclusions:

In David Allen speak, OneNote lives in the land of projects and project plans. Evernote lives in the land of reference filing, and Dropbox and OneNote live in the land of project organizing infrastructure.

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