Tag Archives: Getting started with getting things done

An update on Evernote, after about a decade part 2

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Introduction:

Evernote is great. = an anecdote. The plural of anecdote is “data” and purpose of this article is to analyze the data on my Evernote journey, out loud and share the impressions of value in use over time.

Member since May 2008 (119 calendar months), but did not start adding notes to Evernote until July 2009 when I listened to the passage of GETTING THINGS DONE covered in the previous post. So I’ve been an active user of Evernote for 105 months of the 119 months I’ve had an Evernote subscription. After my “Aha! I should use Evernote as my reference fling system!” I broke my 14 month string of zero captured notes. Here is a raw time series:

Here are the data by month. October to February is moving time (5 times in 10 years) where I scan like crazy to recycle paper and avoid moving atoms. Bits are lighter. 

Notes By Month
Month Max of EverNotes/Mo Average of EverNotes/Mo Count of Mon
Jan 542 260 10
Feb 906 243 10
Mar 381 192 10
Apr 369 167 10
May 600 187 11
Jun 458 152 11
Jul 637 186 11
Aug 464 174 11
Sep 364 149 11
Oct 1,260 382 11
Nov 808 206 11
Dec 1,173 487 11

In earlier years, before Evernote went to a 10 GB upload limit per month, I could scan more documents than I could upload in a month. So for 2011 I was waiting until the end of the month, then uploading as many documents as I could. Evernote for a while then, allowed me to buy more uploading capacity, and I did that several times.

Notes By Year
Year Max of EverNotes/Mo Average of EverNotes/Mo Count of Mon
2009 464 147 12
2010 1,090 139 12
2011 1,260 328 12
2012 1,177 291 12
2013 238 128 12
2014 906 316 12
2015 222 150 12
2016 808 260 12
2017 1,012 284 12
2018 440 382 12
Avg. Notes By Month and Year
EverNotes/Mo Year
Mon 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Jan 68 542 276 165 113 132 238 370 440
Feb 61 71 110 88 906 216 219 194 323
Mar 53 381 184 117 179 154 255 216
Apr 27 65 118 100 369 208 154 298
May 46 37 120 132 600 138 132 290
Jun 31 68 109 167 458 124 118 140
Jul 165 20 98 637 165 139 142 149 155
Aug 464 15 50 311 94 222 57 120 234
Sep 36 18 137 174 100 364 130 242 143
Oct 10 25 1,260 1,177 238 228 157 160 183
Nov 127 212 56 163 81 127 116 808 167
Dec 80 1,090 1,173 111 84 91 222 522 1,012

How to track how many notes you have by Month in Evernote. Expand this image:

Trick #1 is to set the Evernote client to “Snippet view” so that you see the monthly note totals, and Trick #2, is to type “created:YYYYMMDD” in the search dialog. Evernote will then show you all the notes since the date you entered. So to find all the notes since 20100101 (the example above) you type in created:20100101 and then look at the top of the notes list, for the count for the month. I regenerated the notes count from scratch for this post (long ago I could count by hand!) 10 years is 120 data points. Easy.

  • Three “I likes” for Evernote:
    • The web clipper add in for web browser is great, the single most important thing for new Evernote users to do, is to install WebClipper.
      • But web clipper does not always work. Internet formats are ever changing and WebClipper is always a little behind. But web clipper alone makes Evernote worth the investment.
    • Evernote allows reference files to be wherever you have a computer.
    • I love using OneNote and Evernote together. This drives my friends a Microsoft a little crazy, but I don’t see Evernote and OneNote as competitors.
  • Three “I wishes” for Evernote:
    • Evernote had an imaginative simulated note metaphor.
      • If you’ve seen the HP Sprout demo videos on Youtube, they have an interface for graphics that is projector/touchpad based:

and I wish that Evernote had this kind of interface to manipulate notes

  • Three “I wishes” continued:
    • Evernote had a cross between data validation, and hard drive defrag.
      • I’m almost 100% PDFs stored in Evernote, and it *feels* to me after using Evernote after a decade, that PDFs have a tendency to multiply like rabbits. Cloned rabbits. Multiple copies over time.
      • I have lost notes, and figured out that the notes were lost a few times over the past 10 years (the “shepherd’s pie recipe debacle of 2015”), but mostly, I just have to trust Evernote.
    • For high quality Android clients
      • Evernote is worth having on a phone so you can capture picture notes. But don’t try any heavy lifting.
      • On Kindle Fires of recent vintage, Evernote android app is un-useful. Kindle Fires just do not have the storage capacity (even with a 128 GB memory card) or CPU speed to manage Evernote.

billm

GTD in Overcoming Adversity

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Introduction:

Came across an awesome post on overcoming adversity on Hacker News (http://news.ycombinator.com) this morning. Here is the original question:

And here is the first response up when I looked at this thread:

Wow, I wish I’d written this! I’ve touched up against the edge of saying this before (About Fear, Scroll down to Stations, and GTD System Notable). But when you read the above answer, and think “What would David Allen think of this?” to my mind *ka-ching* I think “David Allen would emphatically agree!”

bill meade (from Traverse City, MI)

Office Entelechy

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  • Introduction

I’m mid-job-search right now. Decompressing from a 27 month stint at a startup with 60-100 hours a week. Received an awesome job offer last week that reminded me of a Rands In Repose post.

Scan down to “Deliberate Want” and the part about Michelle. My Michelle is Rachel, but I digress.

Decompression allows this thing, reading for fun, that it has been a while since I’ve engaged in. While in startup mode, I read for survival, not fun. But while I was finding Michelle in the post above, and sending the post to Rachel, I started reading more Rands posts.

  • Do this immediately!!!

And a post on CAVE ESSENTIALS jumped out and hit me so hard, I’m pointing you to it. I’m pointing you to CAVE ESSENTIALS right now! Do not walk, run to CAVE ESSENTIALS and experience organizational ambrosia via the written word.

Entelechy is a fancy way of saying “soul” Rand’s post is the soul of office organization. The elements of Rands office entelechy:

  1. Self-pleasing environment design (red walls that nobody else can understand)
  2. Telling people “The door… it’s right there.” at criticism of your office.
  3. Your “forever desk” …
    “A desk’s job is to build productivity, and for me, it achieves this by first providing an immense amount of clear working space.” There is an echo in this blog!
  4. Deep leather couch (so deep that when you put your back against the couch you are in a new time zone).
  5. “Lovingly curated bookshelves” (14)

Highly recommended!!!

Bill Meade

Paperless Resolutions

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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

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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:
http://restartgtd.com/?s=evernote&submit=Search
 
The biggies with Evernote are:
  • Install Evernote app on your computer
  • Get Evernote app connected to your Evernote account.
  • Install Clearly and Web Clipper in your browsers on all platforms. 
    • In each web browser, Immediately clip a (any)pagetoEvernote
      • From clearly
      • From web clipper
      • You have to authenticate via Clearly and Web Clipper separately. Stupid but necessary.
    • This on-ramps all your net-found materials to Evernote.  
  • Force yourself to use Clearly and Web Clipper religiously for 1 day, capturing notes that “might be useful … ever.”
  • Then useClearly and Web Clipper when you get a *twinge* that you might want to find the web article again. 
    • Default to using Clearly and Web Clipper too much. Or …
  • When you catch yourselflookinginEvernote for something, and you figure out that the document isnotinEvernote. Put a copy of thedocumentinEvernote so your reality is consistent with your expectations.
    • Example: Somewhere I read that “Nipper” the RCA dog was listening to a recording of his (deceased) master’s voice in the famous painting.
      • I said to someone “I can give you a link to the page from my Evernote account.” And then I went into Evernote just to check myself. The article was not there, so, I found the information on the web, and snipped the information into Evernote with Web Clipper, and now I can share it on demand.
    • The more I use Evernote, the more “stuff” that goes into Evernote. I use Evernote as the ultimate single A to Z reference file ala David Allen GTD
  • Get a Scansnap ix500 ($405 today) 
    • In addition to being an Evernote fanboi I’m also a ScanSnap fanboi.  There are quite a few ScanSnap articlesinRestartGTD.
      • ScanSnaps are optimally valuable ingesting paper into Evernote. I converted 94,000 pages of reference files into Evernote in 4 afternoons.
      • But after you have your data into Evernote, you won’t regret the money spent on the scansnap. My scanning backlog is perpetually zero as I can scan anything in a minute.
      • Buy the best, only cry once.
  • Triage all your paper into:
    • To scan. Then scan and put in …
    • Recycle 
    • Precious can’t throw out, scan and file for posterity
  • Don’t worry about Evernote tags
    • I useEvernote tags only on documents that are hard to find using my default “what two words will only be on the document I’m looking for” query.
      • After I eventually find the article I set the tag to whatever concept I was trying to find. And then I also add the concept name into the note (belts+suspenders strategy).
  • Play with Evernote’s notebooks (I think of these as folders). For the most part notebooks hold two species of documents for me:
    • Projects
      • I gather all the reference materials for a big project into a notebook that I can share with people working on the projects. I out-read pretty much everyone on a project, so I’m a natural keeper of the reference materials.
    • Reference files
      • I have a general “Articles” notebook (folder) for PDFs of articles and captured via Clearly/Web Clipper HTML articles. Motto: “I read therefore I am” so I’ve got approximately 15,900 documents in Evernote.
      • I also have a “Data Science” notebook where I put technical documents on R, ggplot2, Azure Machine Learning, etc. that I work with.
      • I also have a “family” notebook with sub notebooks for reference documents for each family member.
  • Use Evernote’s shortcut feature for folders. 
    • My most used shortcut is a notebook I call “cribsheets” which are notes with the distilled essence of stuff that is important to me. For example, Introduction to R, Excel commands I can’t remember, Introduction to Azure Machine Learning for data scientists, what Neal Analytics is looking for in new hires, etc. 
      • Sub idea: I use notesharinginEvernote quite a bit. This is particularly valuable to me as I can edit the note and not have to notify people of the changes.
        • Right click on the note to “copy shared link” and then email the person the link.
    • But I also add notebooks for hot projects to my shortcuts, and that saves a lot of steps in finding and filing
  • Use OneNote to process a project into tasks. 
    • OneNote allows you to re-arrange scanned 3×5 cards in a note. Evernote does not allow re-arranging of graphics within a note. *Note* readers, correct me if I’m missing something about Evernote here.
    • OneNote and Evernote are complements, not substitutes. I work a lot with Microsoft people, and they just don’t “get” OneNote vs. Evernote. Competitive instincts rear up instantly, and die hard in the face of data.
    • I find OneNote to be superior for decomposing a project into next actions. But, I’m biased by my brain’s refusal to use only 1 electronic system.
  • Use Evernote for reference filing only. 
    • Even my “Articles” and “Project” folders are just reference filing.
  • I use Evernote on both Mac and Windows 10 on my Macbook Pro and iMac. I find it easiest to have my Evernote archives kept separately … even though it sucks to have redundant data. It sucks but works flawlessly.
Does this help? Ask again if not! 
Bill Meade

Great Post on Evernote as Trusted System

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

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

Bill Meade

GTD of Fear at Work

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Quick note on the GTD of fear at work:

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

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

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

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

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

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

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

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

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

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

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

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

bill meade

Evernote Conference 2014: Top 5 Benefits for GTD Users

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Introduction

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

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

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

bill meade

Getting Started with GTD: The 2 Minute Rule

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Source: GETTING THINGS DONE page 34

What is it?

An execution step set smack in the middle of defining next actions. This is an exception to David Allen’s rule that doing work be separated from processing the inbox. If the work is small (<2 minutes) you do it upon definition.

How does it work?

When processing items out of your inbox, you ask yourself “Will it take less than 2 minutes?” and if so, then you do it. But …

There are A LOT of recurring tasks that don’t come out of our inboxes. For example some come out of litter boxes:

  • Cleaning the cat litter every morning
  • Squeegeeing the shower when done

And the productive GTDer will apply the 2 minute rule upon recognizing these tasks. Even if s/he does not like the task. This takes discipline only until you’ve built a track record of following through. Conversation with self: “Cat box need cleaning. Just do it! Ugh, I HATE CLEANING THE CAT BOX. Yeah, it has killed you for the 31 days in the last month you’ve done it every day. Just do it. Well, OK.”

What are the benefits?

  • Encouragement: when you mow down a bunch of small tasks, it pulls a lot off your mind, and builds energy.
  • Economy: When the task is small, it is more effort to make it into a project than to just do, and be done.
  • Implementation ease: If you can do nothing else in GTD, you can implement the 2 minute rule.

What is the strategy?

Avoiding a trusted system full of minutia. Organized minutia is not exciting to work on, is an energy suck to set up, and a repeat-energy suck to close out.

What are the objections?

  • But if I don’t do it, my spouse will do it.

True with the cat litter and squeegeeing, false with every other two minute task. But please note, that me procrastinating to make my spouse re-recognize a task, and do it, does not harmony make. Before marriage, flirtation. After marriage, negotiation. Harmony is negotiated.

  • Maybe I’ll feel like doing it later.

Aha! The “inventory theory” of motivation. The more you let pile up, the more motivated you will be. The flaw in this theory, is that the more that piles up, the less motivated we get. I knew someone once who checked himself into a mental hospital. When I found out I asked him “I’ve felt a lot of times like I was close to the edge. What is going over the edge like? And his response was “I had so much to do, I could not do anything. I sat on the couch for a week, and then realized I needed to check myself into a mental ward.”

David Allen has cast his lot with mowing down small tasks immediately to prevent work piling up. Cutting real work out of “stuff” is 1/2 the genius of “What is the next action” that got you into the 2 minute rule boat to begin with. Following through on 2 minute tasks is the other half.

  • But … but … I could delegate it!

Nice try, but sorry. Since the task can be done in <2 minutes, it is too much overhead to track, and it is too much overhead to delegate. Just do it.

Getting Started with GTD: The buddy system

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Source: HitchFit.com

Introduction

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

GTD Experienced Buddy Lessons Learned

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

GTD Novice Lessons Learned

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

How a GTD buddy helps

GTD buddies help you by:

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

How to find GTD buddies

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

How to use GTD buddies

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

Try GTD Before you Give UP

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

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

bill meade

 Appendix A: Using Skype to implement your GTD buddy system

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

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

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

 Appendix B: Talk to an experienced GTD Buddy