Evernote 20,000 Note Milestone!!!

I just crossed 20,000 notes in Evernote, so I thought now might be a good time to update my occasional series on Evernote. Early in the life of RestartGTD I used to manually count up Evernote pages and track them.

Unfortunately my original note counting methodology was a hack that did not work accurately. Because Evernote has added monthly note counts, here is an example for my account as of December 25, 2016, look for the red arrows 1/3 of the way from the left, near the top of the page:

So, since I can use these Evernote generated non-hack counts, I decided to take a trip down memory lane and scrape out the monthly totals for the 102 months that I’ve been an evernote subscriber.

Here is the previous total and the more accurate Evernote-generated total note count for 102 months:

The count totals diverge in 2013 where SKITCH started defaulting to saving in Evernote. But I suspect that the convoluted “trick Evernote into counting notes” method that I was using, was in a word “bad”. Anyway, I trust the monthly total that Evernote now generate as it predicts the actual number of notes in my account within 2 notes. All comes back but 2 tablespoons! (notes)

So over the 102 months of Evernote, I’ve increased my usage of evernote month by month from 1 note per month on average, to almost 200 notes per month. Here is the same graph plotted with a rolling average notes per month plotted on a second Y axis in Excel 2016’s “hideous orange”:

I continue to use Evernote as my GTD reference filing system … only. I’ve tried tracking projects in Evernote but prefer OneNote for detailed next action decomposition work. But as a reference filing system, Evernote has definitely achieved “roach motel” lock in of my information. The pattern in the orange average is very “ratchet” like. Jutting up, drifting down, but then jutting up again, and again.

bill meade

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

GTDesk 2016

Before office picture with books

I read therefore i am leads to having too many books. About 5000 too many to be exact. So I consulted my engineering teacher friends and asked the best way to cut bindings off books to scan them to PDF. And the answer was a band saw.

This is the Ryobi 9″ US$130 band saw which I am using to saw-then-scan my book-library.

Lessons Learned:

  1. All the books that are out of copyright are available in PDF to download, just Bing/Google for the title + pdf.
  2. The default band saw blade on the Ryobi works just fine on books.
  3. Sawing off bindings makes sawdust the size and consistency of face powder.
  4. My ScanSnap iX 500 has now scanned 23,522 pieces of paper on both sides for a total of 47044 pages! So I’m 11.7% of the way to needing a new set of pick rollers for the ScanSnap.
  5. I have been forced to clean the face-powder-sawdust from the pick rollers twice. But the iX500 rocks as always. Run, do not walk to Amazon.com and buy one!
  6. I’m using an iMac with macOS Sierra and Apple broke Preview (mac PDF viewer) in this version. You can open a PDF and highlight text in the PDF, but not save to the original file name. So if you are on a Mac and you want to do the band-saw-to-pdf book thing, you’ll need a new PDF app.
  7. For the Mac, the best PDF program to read and highlight in many colors that I’ve found, is PDF Expert 2. It is available for Windows apparently. But I’ve been delighted with PDF Expert 2 as a replacement for Apple’s preview.
  8. I like my desk better empty, than with Bose Companion 5 speakers on it. Clutter is the STRATEGIC ENEMY. However, I do miss having the subwoofer from the Bose speakers to rest my feet on.
  9. This is my first post on RestartGTD in 2016. Leaving the land of start up companies for hopefully greener pastures, and more posts in 2017.

After office picture with PDF’d books:

With the books in PDF form, they all fit into the computer. So here is an update on my GTD Desk with my entire library in it.

Not really, I’ve scanned 200 books so far, 4,800 left to go. If you are in the market for stacking book shelves in Seattle, I’ve got a bunch you can have! :-)

Enjoy!

bill meade

2015 ends, Top 10 RestartGTD arguments for 2016

BeforeAfterDesk_pptx

Desk before and after GTD

 

Introduction: (http://wp.me/p5btlh-urk)

2015 is ending. Tool options for “how” to Get Things Done continue to eclipse my capacity to integrate them year to year. So I will continue to argue:

  1. OneNote and Evernote are complements, not substitutes.
    1. Evernote is THE REFERENCE FILING SYSTEM for the rest of us. Use Evernote Web Clipper to capture your browsing into Evernote, or iX500 scan into Evernote, and … DONE … PAPERLESS + find any note in 15 seconds.
      1. *Note* Evernote, the company, has begun pruning the non-filing system aspects of itself after having quality and other “spreading itself too thin” problems.
    2. OneNote is THE PROCESSING PLACE for the rest of us. When you have an *explosive* next action (i.e., that project that just landed on you by instant message), put it into OneNote and then use the outlining and image pasting to turn a multi-step next action, into a project plan, all on one page.
      1. Microsoft *appears* to remain behind OneNote. Microsoft does not “get” what Evernote does (reference filing) and so OneNote continues to miss one key component of a dominant design (reference filing) to replace Evernote. So use them together, you’ll be happier than with either alone.
    3. The twain never meet.
      1. Capture to Evernote if the answer to “Will there ever be a next action?” is maybe or yes.
      2. Process next action into a project plan in OneNote.
    4. Simple really. (#ThankYouRaleighMuns)
  2. That Evernote’s defects in losing notes, are more than overcome by Evernote’s utility as a document manager for reference files.
    1. *Sigh* as I say this Evernote has lost our family’s recipe for Shepherd’s Pie for Christmas 2015. Fortunately, I have emailed this recipe so I, this once, have recovered the data and put it back into Evernote. Twice. 2011_01_08_12_24_37_pdf_pdf
    2. Defect: Customer Service
      And I too, have been misunderstood by Evernote’s support “geniuses” who like car sales people can’t hear the loud “creek” in your new car after you are off the lot. Customer service people at Evernote do not even have brain resptors for:

      1. The user I’m talking to is knowledgeable about Evernote.
      2. There is a real problem.
        But despite this, after beating my head on the Evernote customer service wall (Andy), Evernote the product *miraculously* started recognizing the 2,000 previously unindexed notes. Perhaps reflecting on conversations after the email gets pissy, does take place at Evernote.
        ***With customer service, you can only tie or lose.*** This was a tie, which means victory!!!
    3. Defect: Security
      I would strongly prefer that Evernote run on my air-gapped Synology NAS at home. And the NAS has a note app. But, with 16,986 notes in Evernote, I’m a bit past being able to migrate. If only because I’m somehow certain that I’ll lose notes in the process.

      1. AmIwrong? Suggest alternatives in the comments below!!!
    4. Defect: Interviewing
      Just for fun, I would like to *note* that I had a job interview with Evernote 2 years ago. And I’m sure that a TWILIGHT ZONE episode could be made out of being interviewed by someone who understood their product vastly less than a thunder-lizard fanboi product fanatic with a low-rated blog.
  3. That the Evernote “false pretender” substitutes:
    1. http://www.fetchnotes.com/
    2. http://realmacsoftware.com/clear/
    3. https://workflowy.com/
    4. http://brettterpstra.com/projects/nvalt
      are a step backwards from having a REFERENCE FILING SYSTEM in the GTD sense. And WORSE they (a) either mix reference filing with processing next actions, or (b) they baffle your brains by focusing on outlines, and simultaneously leave you without a real reference filing system, assuming you have everything you need.
  4. That Evernote dumping Evernote Clearly (which has been displaced by Evernote Web Clipper) is bad.
    1. Why? Because:
      1. I find that I have to have BOTH Web Clipper and Clearly, to reliably be able to capture web pages. Clipper/Clearly don’t do the same thing. The should, but they don’t. So I’m going to have to capture HTML in 2016 to get all the data I need. Ug.
      2. Evernote by allowing parallel competitive products (web clipper and clearly), and then killing the “losers” off, is shaking the jello of customer confidence. I recently listened to an end user berate Microsoft for doing the same thing. Evernote may want to be the Microsoft of notes. But it is a “unicorn” and desperately needs to be the Southwest Airlines of notes. Focus. Focus. Focus.
      3. I like Evernote Clearly. I used it first. We are Borg.
  5. And Evernote dumping Skitch for Windows (same link as Clearly above) is bad.
    1. Highlighting the “afterthought product management” which in Latin is spelled “E-v-e-r-n-o-t-e”
  6. The first three chapters of GTD is all that a human brain can process in one year.
    1. I taught GTD to 200+ MBAs and even a fanboi unemployed person can’t implement chapters 4-13 of the first edition in one go.
    2. I’ve heard that only 17% of attendees to GTD seminars can implement the system. Getting GTD going is a volatile mix of ambition and disappointment. If you get too ambitious, you will be disappointed. And that can add up.
    3. If you don’t swing for the fences, and “take the walk” of getting reference filing going (Evernote, have I mentioned Evernote yet?), clearing your desk (mind=desk like water), and implementing 1-idea-1-piece of paper, next actions, and call it good. Your GTD survival rate will be 100%.
  7. Uneeda 27″ > 1080p monitor. C’mon, you work at a computer for a living. Why not invest in 2x the productivity? Cost = $300. That’s what, like a 1 hr/day payback?
    1. Personally I use el-cheapo refurbished dual-link DVI monitors (warning dual link is a pain) that Cost $200 (now, … but the price is lower at some times) and then get an Apple Mini MB571Z/A DisplayPort to Dual-Link DVI Adapter, which makes the total cost $280. 20% savings!
    2. But … I’ve seen the el-cheapo monitors for as little as $100. My boss got me 2 for work, $150 for the first one, and $100 for the second. Stalk and save.
    3. *Note* your status-oriented computing colleagues will accuse you of being happy with “crap” monitors if you follow this path. I find however, that “crap” gets my things done just as fast as $600 monitors would. :-)
  8. Uneeda 2nd 27″ monitor. Don’t argue. Just implement. Thank me later.
  9. Uneeda monitor arm to convert your (desk + monitors) from a giant monitor stand, back into a desk.
  10. We lived through 2015, we should declare victory, and gird ourselves for disciplined optimism in 2016.

Best Regards,

Bill Meade wkmeade@gmail.com

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

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

ScanSnap GTD Tricks #1: Next Action Stamp

Getting_Started_with_GETTING_THINGS_DONE_–_2014_–_in_27_steps___RestartGTD

As I was depositing a check with my ScanSnap this morning, I had the idea that I should post a few ScanSnap GTD tricks. Then Joe Terrana posted a comment to the 2014 Getting Started with Getting Things Done post, with a cool *new* trick.

Amazon_com___Ideal_4912__3_4__x_2__Custom_Self-Inking_Rubber_Stamp___Business_Stamps_And_Print_Kits___Office_Products

Source: Amazon.com

Go to Amazon, then order this custom rubber stamp, and then follow the instructions to “Contact Seller” and send them “Next Action” as the message for the stamp.

Then once the scanner arrives, you can stamp paper with “Next Action” scan the paper into Evernote (Click here to subscribe to Evernote), and then after Evernote does optical character recognition (OCR) on the stamped part of the note, you can search for “Next actions” and find all of your scanned next actions.

Very slick.

Very Simple!

Thank you Joe for the ScanSnap GTD Trick #1.

bill meade

p.s., I had the idea, since Evernote also attempts to recognize hand-written characters, that I could scan a note card with “Next Action” on it, and perhaps achieve the same result as using a custom rubber stamp. Here is what the card looks like:

Evernote_Premium

Expecting Evernote to be able to read my handwriting is not a fair test, I know. But, it seemed like a fun trial. Evernote’s explanation of how OCR works says that it take a “few minutes.” I’ve always assumed that Evernote takes “over night” to complete OCR operations, so we’ll see how long it takes for this note:

  • 1st check on indexing status: 20 minutes later … not indexed.
  • 2nd check on indexing status: 11 hours later … not indexed.
  • 3rd check on indexing status: 23:10 later … not indexed.
  • 4th check on indexing status: 33 hours later … INDEXED!!!!

However long it takes, I’ll update this post after Evernote indexes the card to see if it is possible to simply write “Next Action” and have OCR recover the magic GTD words.

You can tell if an Evernote note has been indexed by clicking on the i at the upper right of the note:

Fullscreen_2014_09_17__8_01_PM

And then looking at “Attachment Status” 3/4 of the way down the dialog box (red arrow).

While it is true that GTD indexing can be measured in minutes 33 * 60 = 1,980 minutes. It is not a safe workflow to depend on Evernote scanning documents immediately.

Success … kind of

After my index card was OCR’d by Evernote, I am able to search for the word “Next” but alas, “action” in my hand writing was not recognized. :-(

Evernote_Premium

I was not able to determine precisely how long it took for Evernote to do the text recognition.

Lesson Learned:

You can buy a self inking stamp, and Evernote will read it. Thanks again Joe Terrana for giving me the stamp idea, so I could have the stepping stone idea of just writing “next action” on the card.

It would be smart to create a sample card for yourself, scan it, and then see if Evernote can recognize your hand writing. In fact, if you’ve already written “next action” on a 3×5 card that you scanned into Evernote, you might be able to test this out today. Just search on the GTD Magic Words! 

Quick Index of Most-Read Posts

Featured

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.

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