“Companies don’t innovate, people do.”

Intro

Just read a very interesting MEDIUM article by Peter Sims: How Andreessen Horowitz Is Disrupting Silicon Valley about how venture capital is being disrupted by talent management driven by CRM (Customer Requirements Management) systems. The title sound bite of this post comes from Peter’s article.

Reflections

Three thoughts came to mind about GTD in reading this article:

  1. Because we GTDers are focused on seeing the world outside-in and keeping our projects moving, we don’t have a GTD equivalent of CRM, or a strategy to exploit networks, in particular, a strategy like Andreessen Horowitz’s. A.H. sees network power as coming from the outer-most edges of the network. When GTD people are embedded in get-it-done corporate cultures, team building gets crowded out by relentless execution. Perhaps too much individual-contributor execution when the world is becoming network centric.
  2. There should be dramatic increasing benefits of people employing GTD TOGETHER. CRM systems as Peter Sims describe’s A.H.’s, look a lot like shared GTD systems. But we don’t see shared GTD systems, CRMs are not really GTD. We don’t see shared GTD systems disrupting industries. My second thought was, “What is wrong with this picture?”
  3. My third thought was related to the first two: “Why not?”

GTD Teams

Yes, GTD has “Waiting For” buckets, and we all use address books and jot down notes about when and why we met someone. In a way, like senior executives who encounter a new business fad, we can kill the idea of needing team GTD with “Really, we’ve always been doing [insert business fad here].” But GTD team practice is a pallid picture of the promise.

And don’t forget the apps. There is Twillo (thanks John) that uses my beloved card metaphor to allow teams to share. There is Microsoft’s SharePoint. There is Evernote for teams. There are more apps for GTD and teams than a sane mind can keep up with. But these have not taken off. Tons of tools. No critical mass? Why?

Because GTD is about evolving a system that works with each GTDer’s individual brain. GTD as practiced, is idiosyncratic, individualistic, and evolutionary.  And the BIG ANSWER to getting teams to work together, is uniformity. CRM systems work by imposing a rigid, interlocking, pull-together-or-perish, uniformity on how people work. Uniformity is monolithic, and take-it-or-leave, and freezes work into fixed patterns.

If you’ve ever worked with another GTD person, and had a collaborative review, and come away amazed at how productive the encounter was, you’ve touched the potential. The problem is, I’ve been doing GTD for 5 years, and I’ve had exactly one of these encounters. Why? Probably because as a GTDer, I focus not on the edge of my trusted system, and bridging to others. But rather, on the core of my trusted system, and staying on the GTD wagon.

Perhaps the limit of GTD to transform teams lies not at the core of trusted systems. But at their edges. The innovation that will unlock GTD for teams, will come from an individual who can enable individual trusted systems, to work together.

Dropbox … I’ve gotta go back …

As I was constructing the  GTD Time-Lapse post I mentioned in passing that Google Drive is not as reliable as Dropbox.

After I finished the post I went back and looked at Google Drive more carefully. In the beginning was Dropbox and everything was great except that I could not (then) put a file up and have many people download it.

I switched to Google Drive when I bought a Chromebook and drank the Google Apps Kool Aid. But, take a look at my experience with Google Drive:

Note that my Google Drive is named “Google Drive 2” … why? Great question!

Because, Google Drive sent me a “You Must Re Download you serfer of Google Apps” message. I renamed my original Google Drive “Old Google Drive” and then re-downloaded to “Google Drive 2” and didn’t think much of it.

Good thing I saved Old Google Drive … or maybe not. Here are two folders that exist in both Google Drive 2, and Old Google Drive:

UpgradedDesk

In Google Drive 2 the pictures I was looking for are in the (1) folders. In Old Google Drive, they are in the folders without (1) after them. Fun?

Here is where I could taunt about which techie team has the MIT folks:

(a) Dropbox which performs flawlessly
(b) Google Drive which hiccups

But I won’t. :-)

Starting tonight, I’m migrating my digital stuff back to Dropbox.

bill

p.s., Unfortunately, RestartGTD is an unsponsored blog. Nobody compensated me to write this, with the possible exception of Amazon where you can buy that Fujitsu ScanSnap iX500 scanner that you’ve been waiting too long to pull the trigger on.

/* Fun Story*/

I paid to go to the David Allen seminar in Portland in November 2011. It was a great experience. Lots of chances to see what works for people to “get” GTD, and I figured out that I likely am a GTD black belt. This happened as a result of the leader asking “What have you all done to implement GTD?” And when everyone else was done, I told my story of using my Fujitsu ScanSnap to go paperless in 4 afternoons. At the next break, there were 10 people around me asking “What was that scanner you mentioned.” Lots of people want to be paperless, but if you don’t buy the infrastructure, you won’t be able to do it. See the post on GET OFF THE PAPERLESS FENCE only buy the newer ScanSnap (link above in the p.s. of this post).

 

 

One idea, one piece of paper … One idea, one card … Seriously? Bill’s cards often have >1 idea …

2014-08-17_12_50_55_jpg

Example De Jure Misuse of One Idea One Piece of Paper

This post began as a response to a reader email. In the beginning was R. asking about cards. I’ve expanded the post with pictures and some of my GTD history, in the hope that this post can be a stepping stone for other people on the GTD journey.

R.

Sorry it has taken me so long to get back to you. But, I’ve been looking forward to writing this email ever since I skimmed your message 2 days ago.
On Wed, Aug 13, 2014 at 8:49 AM, R. wrote
R.
I am finding one thing extremely difficult to get my mind around.
The one idea, one 3×5 card.
​I got 1 idea 1 card from David Allen’s “one idea, one piece of paper” which I can’t actually find in GTD, but I came away from GTD thinking it. Whether he said it or not. Or, intended me to take away the 1-idea-1-card concept, the value is 100% in idea modularity.
What I mean by idea modularity, can be seen by comparing separate 3×5 cards with what most people do, which is to carry around a “log book.” I used to carry a log book and paste business cards into them and write notes, mind maps, action items, etc. in them. But there is a problem: log books turn into higgledy piggledy quagmires of open loops.
I would write stuff down, and then never come back to the idea. Which, my subconscious saw, and consequently, my subconscious kept the job of “not forgetting” so I wasted just as much energy remembering, as I would have without the log book.
David allen talks about taking these kinds of log books and blesses using them AS LONG AS YOU GO BACK AND RAKE OUT ALL THE OPEN LOOPS and capture them in a modular way. By modular, I *think* David Allen means taking the idea and getting it into a project folder that the idea relates to. Here is what he says:

David Allen:

“I usually recommend that clients download their voice-mails onto paper notes and put those into their in-baskets, along with their whole organizer notebooks, which usually need significant reassessment.”

Allen, David (2002-12-31). Getting Things Done: The Art of Stress-Free Productivity (p. 118). Penguin Group. Kindle Edition. 

By “reassessment” I *suspect* David Allen means the ideas usually are laying in log books in all their chocolaty project goodness, waiting to be articulated as projects, and then converted into next actions. At least when I was keeping log books, I rarely wrote down projects, let alone next actions. In fact, what I usually did was to write down “AI” for Action Item and the wrote down a project (not a next action). And to my brain, projects laying around in their chocolaty project goodness in a log book, were anything but actionable.
So, back to cards …
3×5 cards are modular because they capture the idea in next action form, stack neatly, and they go cleanly into manila project folders. And as I’ve said many times on RestartGTD, when I open up a project folder with note cards in it, and I see all my ideas in one place, ready to go, I have an “ahhhhhhh” feeling of relief at not having forgotten the ideas, and a flash of excitement as I can dive into the project (spread the cards out on my huge dungeon desk) and get going.
Bill Dungeon Desk
For me, being habituated to a trusted system process of getting ideas on cards and cards into folders, enables me to make up project folders for ideas, usually in advance of the folder turning into a real project.
Yeah, this opens a whole new can of worms. How can I make a project for something that isn’t yet a project? I will tell you. I. Do not. Know. But, somehow, my subconscious seems to have gotten a handle on preemptive project definition … via working with a trusted system. Cool!
I start having ideas a month or two or three ahead of projects. So, I just create a folder, and file it in a Target Tote.
Target Tote Action Shot
IMG_20131230_213627.jpg
Target Tote Label
And then once I’ve added 8 to 15 cards to a folder, that folder reaches some kind of critical mass, and the project folder turns into a real project. At that point, I have a realization that those thoughts in THAT folder I started, are now “real” and have to be acted on. *Bing* subconscious has now upward delegated a project to my conscious.
R.
After reviewing your from 12-30-13, 3×5 Cards and Manila Folder GTD Startup, I felt that I understood the mechanics of the process you use, but I found myself straining to read how you breakdown 1 idea per card. I saw several lines on every 3×5 card and was unable to translate that to an example of  appropriate granularity for ideas.
​There is tension in my mind when I write stuff on cards. ​
ASIDE: Story of Bill starting GTD:
When booting up GTD, I initially used letter paper to capture open loops and thoughts. Just like David allen says.
iPhoto
Generation 1 GTD Desk
This was before I discovered “thematic clumping” folders together in totes from Target. Consequently, all folders were created equal, and I bought large folder organizers, took books off shelves, and had massive quantities of folders (look to the left of the top of the big display and you can see folders in an organizer.
This was a bit much. I only accessed a minority of the folders, and all the folders had letter size paper in them. And the volume of paper began to work on my head. Here is a picture of my tote library of thematic clumps. Turns out there are a lot of ideas in one’s head that when they can be safely captured, flee in delight from staying in the cranium not being forgotten. Who knew?
Thematic Clumps of Captured Ideas
(and some non-recyclable papers)
But, now I’m way ahead of myself. As GTD began to produce paper, it was a bit much. I was not expecting a lot of refugee ideas from my head, to insist on be resettled in paper, in thematic clumps of Target Totes. So, I took a temporary detour from using paper, and being 100% David Allen, to using OmniFocus.
In fact, I got so carried away with electronic organization I entered 100% of my paper into OmniFocus. Electronic heaven of GTD organizing. The only problem was that I could not stand to sit down to my computer.
Because … all my work was there waiting for me.  My desk became a trap. In fact, let’s take another look at my desk:
iPhoto
Does anything stand out about this arrangement? Like the iMax screens (don’t forget, event he iPhone was waiting expectantly)?  Note I have subsequently gone to a single monitor, and zero materials (not counting cats) on my desk.
Another David Allen saying that I remember from GTD (but which I cannot find in the Kindle version) is that if you get TOO ORGANIZED, your brain will refuse to use your trusted system. OmniFocus put me face to face with over-organization. A first for me.
Omnifocus, is great. Omnifocus is powerful. But because OmniFocus has built in outliner I was seduced/intoxicated to the dark side of one idea, one piece of paper. I had entire projects outlined with next actions. Project = heading, next actions = list underneath. In fact, reflecting, this is better but from my brain’s perspective, not different, from the land of higgledy piggledy quagmire log books. And my brain did not like it. So my brain went on a GTD strike, for the old work rules.
So, to wrap up this aside, I had to go back to paper. My brain “gets” paper.  But with letter paper, there is so much wasted space. Seems like a lot more wasted space that 3×5 cards. Because I recycle every piece of paper, I thought “3×5 cards must even be less paper to be recycle!” (*Note* which I don’t want any recycling experts reading this, to disabuse me of. :-)
So, I went back to paper, manila folders, but this time, using 3×5 cards exclusively.  Sorry the aside got so long, but this sub-story of my GTD journey, is a common GTD occurrence. GTD is a long string of sub-stories.
Articulating sub-stories is a big reason that I started the RestartGTD blog. In fact, this re-telling of the paper to OmniFocus to 3×5 card cycle, made me realize that the thematic clumps of ideas in Target totes, happened, because my brain finally had a repository for thousands of ideas it was not forgetting. Once it could trust me to not lose the ideas, it went (subconsciously) full bore to dumping the ideas to long term storage in my trusted system.  *Note* to self, people implementing GTD for the first time, might want to plan for a lot of resettling of ideas on to paper or whatever their brain likes as a storage media.
ENDASIDE: Story of Bill starting GTD
When I’m writing ideas on 3×5 cards, I don’t discipline myself to a single idea per card. You caught me!
Only one idea per card, feels like wasting paper, just as using letter sheets felt like too much waste. So, if the ideas are related to the same project, because I’m a cheapskate|undisciplined, I’ll write multiple ideas per card. Or, like the card at the top of this page, I will sometimes title with a project, and then bullet with next actions to complete the project.
However, you will be heartened to know that while I’m writing the 2nd and 3rd ideas on the card I’m thinking “You’re doing it wrong. One idea, one piece of paper!” I just don’t listen to myself, because I want fewer cards to do the work.  And in many cases, a card is enough for a honey-do project like trimming bushes.
R.
I believe I am way ahead of where I would be if I only had the GTD book in attempting to implement GTD.
​REMEMBER: GTD is not about “doing it right.” GTD is about hacking your own brain by building a system around it, that your subconscious can use to make you look like a genius. Life in GTD is experimentation, discovery, planning, de-planning, refactoring your system, and trying again. Originally I intended RestartGTD to become a sharing platform for people who bump up against hard issues with GTD, sharing their success with others.
GTD as David Allen does it, is a highly weaponized system for sales people. But, most of us are not sales people. So we have to listen to our feeling, intuitions, and and make efforts to test, evaluate, and reflect on what is pleasurable, as well as what works.
Hope this helps!
bill meade ​

GTD Modularity: What is Up With That?

GTD hit me like a ton of bricks. Modularity bricks that impacted my skull in this order:

  1. Paperless reference filing with Evernote and a ScanSnap. If you don’t have it, uneedit.
  2. One idea, one piece of paper.
  3. Indulge your brain, organize to fit how your brain works.
  4. Organize, … just enough.
    Too much organization and your brain will refuse to use the organization, not enough, and you are hosed.
  5. Separate functions.
    1. Processing from doing  <== HUGE
    2. Building infrastructure separate from processing or doing <== HUGER
    3. Feeling guilty, from building infrastructure, processing, or doing <== Hugest!!!!

bill meade [email protected] (please email me, don’t feel guilty about it! … just do it. Do it now!)

GTD what processing work is like

Positive Analogy:

  • Funnel = Inbox
  • Cups = projects
  • Detection and routing = weekly review

Negative Analogy:

  • Cups are sorted in a first-in-last-out order (which is what happens to next actions if you don’t do a weekly review).
  • The pre-filtering of next actions vs. drone work is not shown.

Lesson:

  • A lot of the battle of GTD is getting the correct number of cups. Having a place to group things before working on them is critical for eliminating clutter, and for clearing the mind.

How Next Actions Give Work Focus

Source: Cresswood Shredding

Analogy:

  • Bottom conveyor belt is “stuff” to do before GTD. A mix of real work and drone work.
  • Next actions are like the magnetic force in the cross conveyor that separate real work from the drone work.
  • The IN Box is like the bin where the real work is captured (Second 40 and later).

Number 3 Reason GTDers Don’t Use Evernote … after installing Evernote

TLDR: Why people set up and then don’t use Evernote

  1. The first reason is that implementing GTD changes too many things at once.
    So, Evernote, even if it is installed and working, won’t be used. Evernote is a sub-casualty of the 83% failure rate of GTD implementations.
  2. The second reason is because we blow off the GTD weekly reviews, infecting our GTD system with guilt that comes into focus (like a magnifying glass starting a fire) when we sit down to use Evernote. End result is we stop sitting down to our computers and stop using Evernote. *Note* This is also why people stop using Outlook, Omni-Focus, etc. for GTD.
  3. The third reason why GTD people don’t use Evernote after implementing it, that Evernote can be implemented in too many ways. And, … no two ways to implement Evernote agree. Too many choices to an overwhelmed brain = no choice. So, stop web surfing about Evernote, and start experimenting with your own work.

If you too have abandoned Evernote while trying to implement GTD, please share why?

Done! Good! Now go buy something to organize with, on Amazon! Invest in organization.

Introduction:

Why GTD people stop using Evernote is a surprisingly popular topic. So, I’m going to identify a couple more of the big reasons that GTD people stop using Evernote. This post is about reason 3, how the many alternative ways of implementing Evernote, stop people from using Evernote.

My_First_Comedy_Show_Ever___A_Stand_Up_Life

Source: .com

The perfect illustration of a GTD user implementing Evernote is not just a deer in headlights. The perfect illustration is a deer in a dozen of the spot lights used in police helicopters to run down fugitives.

User: “I think I’ll try using Evernote”

  • {event} Client installation on an iPad happens
    (10% of users who attempt to install quit here)

    • Wait, what? Why aren’t people installing Evernote on their PCs first? Seems that the PC is passing in influence. See RestartGTD’s Browser De Jure page for GTD viewership. GTD like it or not is becoming an iPad thing.
  • {event} Account setup happens
    (50% of potential users quit here)
  • {event does not happen} Opening Evernote for the first time on iPad
    (25% of potential users quit here)
  • {event} User opens Evernote for the first time

Even if we give Evernote 100% of the loyal users who open Evernote on their iPad for the first time, Evernote has still lost 85% of its users by the time a user opens Evernote for the first time.

Worse success rate than a David Allen GTD seminar!

Of course, I could be wrong about the percentages above. Still … Evernote is computer (desktop or laptop) first. With its new users swarming in from iPad and iPhone land, there are going to be a lot of wasteful problems (from the perspective of GTD).

For example,

  • once the person who has followed the steps above sees their Evernote account, what will they see? None of their existing information. = #EvernoteProblem
  • how can we fix this?
    • By installing Evernote Web Clipper and Clearly for a week or 10 days, so the user has some web-browsing history built up, that s/he will recognize when Evernote first opens. = #EvernoteProblem
    • By *distracting* the user to next import their paper with a scanner (scroll down to the file cabinet picture) before they open Evernote. Oh, crap, this requires Evernote to be installed on a PC with a scanner. Oops. = #EvernoteProblem
    • By scanning directly from scanner to Evernote on iPad or phone.
    • Without something drastic, can we fix this?

Hypothesis:

= #EvernoteProblem * #GTD Problem = .15 *.17 = Success Rate of Evernote & GTD

.15*.17=.03 Or, 3%

Ouch!

How can trying to implement Evernote with GTD be a good idea if it kills off an additional 14% of successful GTD users beyond what David Allen’s Company experiences?

  1. Once a GTD user puts their information into Evernote, it becomes easier to do reference filing correctly, than to not do reference filing. Reference filing is a keystone GTD skill. This helps *a lot* with people staying with GTD!
  2. Those 14% of GTD users were going to fade anyway. I *think* this because I talk to people who are “formerly known as GTD users” and they say “I use about 50% of GTD. I was really into it at first, but then it became too much to keep up with.”
    • Why? When I ask, “Do you use Evernote web clipper?” they invariably say “What is Evernote Web Clipper?”
    • Hypothesis: 14% of GTD users would be saved if they tried Evernote for their reference filing.
  3. Evernote is a platform, not a well-known, habitually used product. So what?
    • So … the marketeers at Evernote are clueless at how to help people who have a dozen police helicopter spot lights in their eyes. Platforms give markets new-to-the-world-capabilities, marketing people are trained to more efficiently sell old-to-the-world-capabilities.
    • So … in GTD terms, a new platform allows us to experiment with new degrees of freedom in organizing. The way our brains work with new platforms is trial and error. Our brains will try using the electronic tools, then pull back and compost on how the new platform *feels*. Then, confidence in a new way to use the tool appears from nowhere, and we implement the tool. And iterate improvements from there.

BIG Evernote LESSON FOR GTD USERS:

Don’t web surf to figure out how to use Evernote. Experiment with your own next actions, projects, reference filing, and inboxing. See what pleases you and run with that. When you feel *hindered* by Evernote, stop doing that. 

You can start with paper, that worked for me! See GTD Time Lapse for my 5 year history of GTD evolution.

You can go all digital. That did not work for me. I went back to paper + Evernote.

The trick is to start. Don’t think “I can’t start without the perfect system.” Think, what can I improve the most, with the least effort. Or, better, what would be fun to really focus on and improve? After 200+ MBA students, I think getting a ScanSnap and Evernote going as your reference filing system can’t be beat.

Whatever you do, keep evolving your GTD. GTD is like a bicycle. When you stop moving, you fall over.

bill meade

Number 1 Reason GTDers Don’t Use Evernote … after installing Evernote

False Start in Swimming Competition
S
ource: Corbis

TLDR:

You can do both GTD and Evernote if:

  • You read only chapters 1-3 of GTD, then
  • implement Evernote as your reference filing system,
  • don’t forget to install three Evernote add ons,
  • be well rested when you work (don’t sleep walk) and
  • focus on doing one new GTD skill (reference filing) well, before adding others.

If you don’t do all these steps, you … will … fail and then likely stop using both GTD and Evernote. Failing does not have to happen.

/TLDR:

Reason #1: Too Many Changes At Once

The only reason for time is so everything doesn't happen at once.
- Albert Einstein

OK, you’ve picked up GETTING THINGS DONE (GTD) and you read the first three chapters. You stopped, considered my explicit instructions (see step 4) not to read the rest of the book for a year. In fact, when I give away GTD (I’ve given away over 50 copies so far) I physically cut the binding at chapter 4, and then do not give the last part of the book … until a year later. iPhoto

But most people do not buy defaced copies of GTD, or cut their books. So, they get excited in the first three chapters, and with boundless (temporary) energy, read the rest of the book. Embarking on a mission to change years of organizing habits, in three days. Prepare thine head … to be pulled off.

Even unemployed people can’t implement GTD in three days, a week, or even a month. I’ve seen them try. Changing everything at once is too much “shaking the jello.”

For example:

  • Gathering work into a reduced number of  inboxes
    =new jello … shaking.
  • pre-processing inboxes without doing the work simultaneously
    =new jello … shaking.
  • Setting up separate project and reference folders
    =new jello … shaking.
  • And in the middle of all this shaking GTD jello, you are becoming tired, overwhelmed while excited, so you are basically sleep walking, while continuing to read and continuing to decide to shake more jello because David Allen has given you hope.
  • Hope is something you have not had about organizing your work in say, 3 years. Hope at this point, inebriates.
  • So, you set up an Evernote account, downloaded Evernote, install Evernote, check that Evernote works. Evernote is (sleep walking) working!

But, implementing GTD is such an overwhelming experience, after you get Evernote installed and running, you sleep-walk back to read GTD chapters 4-13. More jello!!!

Then you take a break. Spontaneously your hope from reading GTD, begins to dissolve in guilt. Wait, what?

Trouble with the GTD editor. 

Captain Awkward calls it JerkBrain. I think of it as my internal editor. In THE WAR OF ART, Steven Pressfield calls it resistance, whatever you call it. As soon as you learn some of the tools of GTD, something inside your head will begin to fight against you implementing any of the tools of GTD. An this internal counter-GTD force, will begin piling up guilt in your mind.

A growing sense of guilt, combines with growing exhaustion from trying to reorganize all organizing tools … at once. And it is inevitable. You are going to have to stop implementing GTD and rest. And once you rest, JerkBrain, internal GTD editor, RESISTANCE, whatever you call it, sees its job, as keeping you from going back to GTD, and doing more implementing. One force in your head wants to implement, the other wants you off GTD the wagon.

And in this subconscious battle zone, enters the thought of installing Evernote. Or, … OneNote, … OmniFocus, … Dropbox, … Google Drive, … Google Apps, … maybe even buying a ChromeBook, … whatever. On the left hand side of your head, you have a list of many new GTD tools to implement: inbox, project list, project folders, 2-minute-rule. And on the right hand side, you have a list of many applications programs and systems to implement.

The key to actually implementing GTD is concentration. Concentrate efforts on fully implementing one GTD aspect, an aspect that will get you a big enough payoff, to shut down JerkBrain/GTD editor/RESISTANCE. For me, the one big thing was reference filing.

But, when you are tired, overwhelmed, and barely back to GTD after a night of sleep, or a weekend of family, or the latest big-baby-drama in your life, the automatic thought about reference filing is:

“Reference filing, no big deal.”

This.

Is.

Wrong.

Reference filing, the green box in this image, is a keystone skill of GTD.

Snapshot-10412-1030-AM-2.png

Not a mote, reference filing is a board in your eye. A board because if you are going to make the switch to GTD, Step 1 is to get (currently) useless paper out of your face. Going to paperless reference filing with GTD is a HUGE payoff. You will be able to find information in 15 seconds, that you currently are too discouraged to even try to look for.

And once you can find all the paper that your brain knows you should be able to find. JerkBrain/GTD edtior/RESISTANCE will be shut up long enough, to let you get some work done. And, the work will go faster than you are used to, because you can actually bring together ALL the key information you know you should be able to find, and get quick wins.

Did I mention that reference filing is not trivial? Hope I remembered that!

Reference filing setup requires:

Reference filing is a HUGE challenge. But if you can implement Evernote for reference filing and suddenly have all your key information available, you will:

  • Clear your desk of paper (“So there JerkBrain!”)
  • Clear your office of file cabinets (“Hah GTD editor!”)
  • Allow you to find anything in your old paper files in 15 seconds (this is HUGE it allows your subconscious to trust your change to a new system where subconscious does not need to “not-forget” all your important historical materials).
  • Give you a quick win to overcome cynicism in yourself, and in your peers (it is much better to hear “Why are you so happy?” after a week from your spouse, than “You were all diarrhea mouth about GTD, but nothing has changed. What is up with that?”).
  • And set you up to be successful implementing later pieces of shaking GTD jello.

*Note* having an Evernote account, having Evernote installed, and having Evernote running, is not having an Evernote reference filing system.

Installing Evernote while sleep-walking makes you miss three key components of Evernote’s dominant design.

  1. Evernote Web Clipper.
  2. Evernote Clearly. And
  3. Evernote Skitch.

Without all three of these tools your GTD system will leak all your internet information. As the internet is now the largest source of reference materials, this omission is sin. One byte of data about this …

A Clearly Example:

Last weekend I helped a friend who had bought Evernote Pro based on an enthusiastic Evernote demonstration two years ago. But after installing, she did not use Evernote. When I reviewed her Evernote installation, Web Clipper, Clearly, and Skitch, were not installed. So, we installed them  (2 minutes) and then I pointed her to PC Magazine (single most cluttered web site on the internet) and demonstrated Web Clipper and Clearly. When she saw that in one click:

- she could strip all clutter and advertising from web pages, and
- she could highlight passages in web pages, and
- that the web pages automatically save into Evernote, and
- that Evernote automatically put documents in folders where they are wanted,

she said:

“Clearly all by itself makes using Evernote worth it.”

Read that sentence again!

Summary:

I’ve heard that of all the people that attend the $800 GTD seminars, only about 17% actually successfully implement GTD. If there is an 83% failure rate implementing GTD, and in the middle of that failure there is this “Reference filing, no big deal!” trap where you run into:

- a ton of short term setup,
- need-for-un-wavering-attention,
- budgeting time to work while being well-rested, and
- significant costs,

There is no way you can reach Evernote critical mass. Heck, 83% of people don’t reach GTD critical mass! Changing one organizing habit at a time, is a TON of work. 83% of people succumb to JerkBrain/GTD editor/RESISTANCE.

So, if you want to implement GTD, plan on doing so part time. Budget mental resources in advance to confront JerkBrain/GTD editor/RESISTANCE. But most importantly plan to be patient. Plan to slow down.

And, did I mention, plan to slow down. Organization is a skill like personal training. You got fat over a long period of time. You will not get lean in 3 days. Your physical trainer will manage your expectations for you. But with GTD, you don’t have a personal trainer. You have to manage your own expectations.

Pick the one GTD tool that will give you the highest payoff, implement one tool well, and then move to the next tool.

GTD’s tool payoff precedence for me has been:

  1. Reference filing
  2. Getting a real desk (see Restart GTD’s best-selling-post: Perfect GTD Desk)
  3. Natural project management

Good luck! If you have questions, post them below this post. So far, this is the most read post on RestartGTD. Everyone has questions about reference filing and GTD. Everyone who starts implementing Evernote will run into a roadblock. Roadblocks are the keys to the masterpiece.

-bill

And these three tools take at least a year to master. After you implement these three, I deputize you to read chapters 4-13 in GTD. But, … not until then.

bill meade

Evernote OCR: A quick look


As a doctoral student in the late 1980s, I began reading biographies of scientists. The first biography I read was Charles Darwin’s Autobiography ($0.00 in Kindle store). Early in the book (p 54 L 800) Darwin talks about his organization system and concludes with:

"... by taking the one or more portfolios 
I have all the information collected during 
my life ready for use."

After reading this I sat back and thought “Whoa! What is today’s equivalent to Darwin’s organization?” and shortly thought “A database.” The next day I purchased the only portable computer I could afford, a Radio Shack TRS-80 Model 100 with 32K of RAM and a four-line, 40-column display.

I would type in the good passages of every article, every book, and every magazine that I read. Then, when the Model 100 was full (about 4 hours of reading and typing) I would ride my bicycle from MSU’s library to my office in the bowels of Hubbard Hall and upload the data to my desktop computer via RS-232, then erase the Model 100’s ram, and bike back to the library and repeat the reading and typing.

Because laptop computers were totally out of my reach, after building a text database in AskSam of all these passages, I printed out all the key passages I had read on 4″x6″ cards in 8 pt courier font. I picked 8 point font in order to squeeze as many characters on a card as I could. I printed approximately 1,200 of these cards on my HP DeskJet (1988) printer. The DeskJet entered my life in 1988 when first introduced, I think I paid $800 for it. My wife had pre-authorized the purchase of an inkjet “… as soon as it is under $1,000.

Here is an example DeskJet card:

I kept the cards in long boxes and then went through the boxes repeatedly, card by card, and making connections across cards. These connections were then captured on other 4″x6″ cards in hand written notes. I have approximately 800 of these “linking” cards making bout 2,000 4″x6″ cards in total. Here is what a linking card looks like:

Going paperless with Evernote, I scanned in all my 4″x6″ cards and then recycled them. The purpose of this blog post is to show the results from a quick investigation of Evernote’s optical character recognition on my machine-printed and hand-written cards.

Evernote OCR: Machine-Printed Cards:

First, the recognition on machine-printed cards. I “tested” evernote by opening the card and then typing the content of the card into the search box for that card. Here is what that looked like:

You can see the text I’ve typed in to search for, in the upper right hand corner of the note, and the yellow rectangles in the note indicate recognition hits.

The result is that Evernote has a pretty hard time on 8 point Courier font text. After doing this quick test and thinking about it, I’m going to have to re-read these cards in order to sift through their content. I can’t count on Evernote to find words for me when they are printed small. This is not a criticism. Evernote is always growing and adding capabilities. I just need to keep in mind the current capabilities in accessing my information.

I’m not just being pollyanna about Evernote. When I first scanned my files, I had probably 8 gigabytes of files to upload, and could upload only 1 gigabyte per month. At the time I wrote Evernote and said “Can I please give you money so I can add all my gigabytes?” to which Evernote replied “Thanks for offering, but not yet.” And within 12 months, they created the “gigabyte amnesty” program where you can pay $5 to upload a gigabyte of extra stuff.  So I’m patient with Evernote.

Evernote OCR: Hand-Written Cards

Next, I tested how well Evernote could read my hand-writing. No *flames* please for my awful writing. I gave up on cursive at the first possible moment, and bought an electric type writer to substitute. Consequently I “print-scribble” rather than write.

Opening the note for the card at the very top of this post, I obtained this hit list after typing in every word on the card:

Again, there are quite a few hits, but, a text search is not yet ready for prime time. As of 3/2014 I must read rathe than search information captured in hand writing.

Using Evernote is a Janus-thing. Janus was the Roman god of doorways, beginnings, and transitions.

800px-Janus1

Using Evernote is great. A dramatic improvement to my organization and productivity. What I’m already accomplishing is face #1 of Evernote. But, as an Evernote user, I’m on the cusp of doing so much more. The so much more is face #2 of Evernote.

Click here to see Liz Parrish’s two headed elephant. The Janus-experience of using Evernote.

bill meade

 

EverNAS

Introduction:

Incipient demand is demand that you have, that you don’t know you have. This post is going to talk about a GTD-organizing market that could exist for Evernote, but which does not today: Evernote on my NAS but not on the internet.

Step 1: A Platform:

In the beginning was DARPA net which then morphed into the internet. Since 1992/93 the internet has been splitting and refactoring itself into both software and hardware platforms. For example, email was a software platform for the use and monetization of the internet, then FTP, then a big leap to Skype, Twitter, Facebook … etc. You can tell when a software platform is about to go mainstream: (1) first the platform publishes an API (application programming interface) that allows developers to use the platform in new ways, and (2) the new apps using the API precipitate a stampede to the platform. And example of a hardware platform for the internet might be Cisco routers, or even, the iPad.

Incipient Applications:

SMS messaging on phones is not something that users asked for in advance. SMS was dreamed up because the capacity to do messaging was not being used.  Invented in 1984 SMS did not enter phones until 1993 and in 1995 the average phone user sent .4 text per month. Fast forward from 1995 to Twitter, and we see new use models (Example: #Hashtags) evolve on the scene. And these new use models do crazy unforseen things like allowing mass organizing during the Arab Spring.

New platforms enable the development of new applications and hardware that either bring new value down to planet Earth, or creatively destruct the old order. Yesterday I talked about Synology’s network attached storage devices, and in the past month I’ve talked a lot about Evernote. I think Synology and Evernote would create a new market for personal document security if they got together and developed EverNAS.

Huh?

Evernote manages my documents for me, but the one thing I hate most about it, is that Evernote (that is, my information stored in Evernote) is accessible from the internet. I would prefer that Evernote not to grow larger and larger into a bigger and more ego-satisfying target for hackers. I wish that Evernote could sync across my computers, without having a data store in the middle of all my computers.

For example, I wish that I could install Evernote on my Synology NAS, and then sync from my computers to my own NAS (which is not on the internet). Synology NASes allow a huge range of add-on software packages … LINK. So there is no reason that Evernote would have a problem porting its application to NAS hardware.

How Would This Work?

I log in to my NAS administrative screen, go to  click “install EverNAS.” See the following (faked) picture to see how easy it is to install software on Synology NAS products:

and then after the software downloads to the NAS I go through a configurator that gives me the choice to move my data off the servers in the Evernote data centers, and on to my local, physically secured, physically identifiable, NAS.

I keep paying my $45 a year to Evernote so that I get to use their software, and at the same time, I save Evernote money by bringing my own NAS and storage. Evernote’s profit goes up. Synology’s profit goes up … because once Evernote is running on a local network it can be secured more tightly (though nothing will keep the “Yay yay NSA” out of my stuff).

In this scenario, Evernote opens a new market with “embedded Evernote” software, Synology can open up new market segments with defacto standard document management that it lacks now.

The only problem is that this niche, because it is an incipient demand, has no itch. Like Twitter in 1990, nobody is asking for it. EverNAS, and more generally, embedded Evernote is a paradigm that is possible. I hope that Evernote will enable enable API and hardware development support (much as Netflix developed boxes to deliver their service to TVs) for embedded markets so I can have this.

bill meade