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

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

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

NotableGTD01_pdf__page_1_of_2_

Introduction

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.

TrustedSystem03.pptx-5.jpg

——————————————————————————————-

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.

bill

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! 

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Featured

Best GETTING THINGS DONE Scanner Alternatives

Alternatives

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

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

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

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

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

Preferences

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

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

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

Amazon_com__Fujitsu_ScanSnap_iX500_Scanner_for_PC_and_Mac__PA03656-B005___ElectronicsFullscreen_2014_09_09__9_13_PM

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

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

Fullscreen_2014_09_09__9_12_PM

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

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

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

Fullscreen_2014_09_09__9_10_PM

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

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

Fullscreen_2014_09_09__9_21_PM

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

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

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

Fullscreen_2014_09_09__9_28_PM

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

  • Craigslist ScanSnaps

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

portland_for_sale___wanted__scansnap__-_craigslist

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

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

bill

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

DSC_9660

Amendment:

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

How To:

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

GTDBefore01D3M_2516.jpg

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

The Goal

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

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

Incompleteness

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

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

Notes

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

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:

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My desk changed to this:

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

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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:

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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:

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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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