Your Time, Your Way

Mastering Your Digital Notes Organisation Course.

Script | 321

Hello, and welcome to episode 321 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host of this show.

This week, I have a special episode for you. No question; instead, I want to share a way to think about your productivity tools, particularly how your notes app fits into the whole scheme of things.

There is a trinity of productivity tools—your calendar, task manager, and notes app—that when connected, will enhance your overall effectiveness by reducing the friction between organising and doing work.

Today, I want to focus on the notes app because this is the tool that is most often neglected.

Within this Trinity of tools, your calendar is number 1. Everything flows from your calendar because that is the tool that will prevent you from being overly ambitious and give you the reality of the day. There are twenty-four boxes in your calendar, each representing an hour, and that’s all you get each day.

You cannot change that, for time is the fixed part of your productivity system.

Your task manager tells you what tasks you have committed to and when you will do those tasks. Its relationship with your calendar is critical because if you have seven hours of meetings, you’re committed to picking your kids up from school, and you have a hundred tasks to do; you will know instantly you have an impossible day. You can then either reschedule some meetings or reduce your task number.

So, where do your notes come into this trinity?

Your notes support your tasks. It’s here where you will manage your projects, interests, goals and areas of focus. It’s also where you can keep your archive, which, if used well, will become a rich resource of inspiration, ideas and creativity. But more on that later.

Of all the productivity tools you use, your notes app is the one where you can be a little relaxed. Your notes do not need to be perfectly curated and organised. Most notes apps today have powerful search built in, and I would argue that the ability to search within your notes is a critical part of your choice when choosing a notes app.

I suspect Evernote’s popularity over the years (despite its recent changes) is due to two factors: its search, which is arguably still the best in the field, and its brilliant web clipper.

The ability to search your notes means that as long as you give any note a sufficiently descriptive title, you will be able to find it quickly and effortlessly.

As a side note, I highly recommend that you learn all the different ways your notes app can search for your notes. Just Google your notes app of choice’s search functions. For instance, you can search “OneNote search” or “Notion search”. Learning this will save you a lot of time in the future.

Evernote has a keyboard shortcut on the Mac operating system that I’ve been using for years. However, for a brief period in 2019, this feature stopped working while Evernote was transitioning from the old “legacy” version to the new Evernote 10, which was very frustrating.

During that six-month period, I realised how important it was to be able to search your notes quickly in terms of overall productivity.

Your notes do not just support your projects. They can also support multiple parts of your life, from tracking your goals to keeping your eight areas of focus front and centre of your life.

Moreover, you can keep track of your hobbies, wish lists, book notes (if you read Kindle books), self-development topics, and interests. And all this information can be taken with you wherever you are through your mobile phone.

All this is great, but what if you have a notes app up and running, but it has become neglected and lacking in a little TLC (tender loving care)? Well, fear not. As you do not need to be as strict about how tidy your notes are, getting things back on track can be a little project you do over a few weeks or months.

Here’s how to get things started.

First, create five folders. What these are called in your own notes app will depend on the app you are using. If your preference is OneNote, this would be your notebooks, Evernote would be stacks and Apple Notes would be folders. To help you, this is the highest level you have in your notes app.

These five folders should be named as follows:

Goals, Areas of Focus, Projects, Resources, and finally, your Archive. Again, depending on what app you are using, you will also need an Inbox for collecting your notes.

To give you a quick summary of what goes in each folder, for your goals, this is where you put the goals you are currently working on. Really, this is a place where you keep track of your goals. For example, if you are saving money, you can track how much you are saving each month. Similarly, if you are losing weight, you can track your weight each week and add the numbers here.

Your areas of focus is where your eight areas go. If you are unaware of these, you can download my free areas of focus workbook from carlpullein.com. What you do with this folder is create a subfolder for each area and have a note in each defining what each area means to you and what you need to do to keep it in balance.

Next up, your projects folder. For each project you are currently working on, you would have a subfolder. There, you can keep notes on any meetings you attend, checklists, links to any files you need, copies of relevant emails and contact details for collaborators.

You can also keep a master projects list here, which will give you quick access to any of the projects you are working on.

Then, there is your resources folder. This is for your interests, hobbies, further education, and anything else you want to keep. Think of this as your commonplace notebook area. If you are not sure what a commonplace book is, here’s the Wikipedia definition:

“Commonplace books are a way to compile knowledge, usually in notebooks. They have been kept from antiquity and were kept particularly during the Renaissance and in the nineteenth century. Such books are similar to scrapbooks filled with items of many kinds: notes, proverbs, aphorisms, maxims, quotes, letters, poems, tables of weights and measures, prayers, legal formulas, and recipes.”

Your resources folder is unique to you, and you don’t want to overthink it. I love all things related to James Bond, and I have a subfolder of articles, links, and videos related to all things James Bond. There’s stuff in there about the films and locations, clothing and props, and products the James Bond from the books used.

It’s a gold mine of information related to something I have a deep interest in and it’s unique to me.

And your archive. Contrary to popular belief, this is not one step away from the trash. Your archive is a rich resource of discarded ideas, old projects, and stuff you were once interested in. It’s here where you can potentially make connections only you could make. Your life experiences, knowledge, and way of thinking make you who you are, and many of the ideas and things you were once interested in may be the spark to something very special.

When Steve Jobs was at university, he took a calligraphy class. At that time, it was a passing interest, yet several years later, when they were designing the Mac User interface, many of the things he learned in that class came back to him. Today, whether you use a Mac or Windows machine, you can thank Steve Jobs that you have hundreds of fonts to choose from.

Nobody had made the connection that multiple fonts to choose from would allow people to use their computers to be creative. Perhaps nobody would have done had Steve Jobs not taken that calligraphy class.

That’s the power of your archive. Yes, I know Steve Jobs didn’t have the benefit of Apple Notes in the early 1980s, but that passing interest sparked an idea we all benefit from today.

It’s the randomness of your archive, built up over many years, that will become a place for you to, at the very least, reminisce. This is where you have the freedom to dump stuff. You never know when or if any of what you put in there will become useful again.

Once you have your folder structure set up, you can go through all your old notes and move them into your new structure. Now, I want to stress that you do not need to do this in one go. Take your time, enjoy the process and reminisce as you go through your old notes. This should never be a chore; it should be treated as a fun project.

Remember, because of the powerful search your notes app has, all your notes, new and old, are searchable. So there is no rush to do this. You could decide to do this while watching TV in the evening or perhaps while commuting to work if you use a bus or train. Maybe you have a long flight coming up; you could use some of that time to go through your notes.

One tip I can give you here is that as you go through your old notes, you should ensure that the titles of your notes mean something to you. If you come across notes with an image, for example, you may find that the title is something IMG6654. You want to change that title as it won’t be searchable in that format.

You can also add tags if you wish to. Be careful not to tag something with the same name as the name of your folder or subfolder. To give you an example from my James Bond subfolder, I use tags to denote whether something is related to a book, film prop or location. I use a coded tagging system. So, anything related to a location would be tagged JB Location. Anything related to a film would be tagged JB Films.

Likewise, I have a subfolder in my resources called Places to Visit. The tags I use here are the place names. So, I have tags for Paris, London, Seoul, Tokyo etc.

Your tags are there to aid search, so if you decide to use tags, make sure you use names that mean something to you. You do not want to be too clever here. A good adage to go by is, “When tagging, tag as if you were being your dumb self.”

Now, if you want to learn more and go into more detail, I have just published a brand new course called Mastering Digital Notes Organisation. In this course, I go into detail on setting up your notes, how to process new notes, and the importance of the three underlying foundations of provenance, categories, and series.

This course will also show you how to build a rich resource of information that you will want to revisit repeatedly. Details on how to join the course are in the show notes, or you can go directly to my website, and the links and everything you need to know will be right there.

Thank you for listening, and I wish you all a very, very productive week.

Monday Apr 22, 2024

Overcoming The Fear Of Saying "No"

Monday Apr 22, 2024

Setting up a structured day makes sense. It reduces decision-making and helps you prioritise your work. But how strict should you be with this structure? That’s the question I answer this week.

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Script | 320

Hello, and welcome to episode 320 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host of this show.

The change that has given me the biggest productivity benefit over the years was giving my calendar priority over every other productivity tool. This means that if my calendar tells me it’s time to buckle down and do some focused work, I will do that. If a customer or boss asks for a meeting when I have scheduled time to work on a project, I will always suggest an alternative time.

This single change has meant I get all my work done (with time to spare), I can plan my days and weeks with a reasonable amount of confidence, and I rarely, if ever, get backlogs.

However, when you adopt this method, the temptation is to adhere to it rigidly. And that is where things begin to go wrong.

This week’s question is on this very question. How strict should you be with the plan you have for the week? So, with that said, literally, let me hand you over to the Mystery Podcast Voice for this week’s question.

This week’s question comes from Lucas. Lucas asks, hi Carl, I love your idea of blocking time out for your core work each week. The problem I have is I feel guilty now whenever I ignore a message or refuse to meet someone when I have a time block. What do you do to overcome this feeling of guilt?

Hi Lucas, thank you for your question.

Having structure in your day (and week) lets you know with a strong degree of confidence that you have sufficient time each day to do your work.

Let me give you an example. Pretty much all of us get email each day. It’s just one of those inevitable parts of life. Now, if you are a typical knowledge worker, you will be getting upwards of 80 emails each day. Let’s say, of those 80 emails, half of them are non-actionable, 10 of them are for reference, and the remaining emails (thirty) require a response of some sort from you.

How long will it take for you to respond to thirty emails? An hour? An hour-and-a-half? However, how long it will take you is rather less important. What matters is that at some point in the day, you will need to deal with those emails. If you don’t allocate some time, you will require double the amount of time tomorrow because you will have to deal with all the emails you didn’t deal with today.

That’s how backlogs build: by being unrealistic about the amount of time you need to protect to stay on top of things like email and your admin.

It would be easy for me to sit here and tell you to find an hour a day and dedicate it to responding to your emails. In theory, this sounds great. In practice, life will get in the way. It always does.

And even if life doesn’t get in the way, you may be exhausted, or something could be worrying you. All of which will conspire to slow you down and make you less efficient.

Instead of strictly sticking to a plan, you will find it better to work on the principle that one is greater than zero. In other words, while you may like to have an hour to manage your emails, on those days that you don’t, give yourself twenty or thirty minutes instead.

The goal is not necessarily to clear your actionable email each day. The goal is to stay on top of it. This means that if you are unable to clear all your actionable emails today when you come to deal with your email tomorrow, you begin with the oldest and work from there.

This way, no one will ever wait longer than twenty-four hours for a reply.

This approach gives you the flexibility to deal with requests as and when they come in—and they will come in. I’m sure you’ve had the experience of waking up with a clear plan of action for the day, only to begin your work day and be told some catastrophic mistake has happened and all hands are required to get things back under control.

That’s life for you. As the saying goes. “No plan survives the first shot being fired.”

Getting comfortable with this reality means you retain some degree of flexibility to deal with colleagues’ and friends’ requests in a way that doesn’t make you feel guilty.

But let’s look at this a little deeper.

Attending meetings and answering messages and emails is what Call Newport describes as the administrative tax you pay for agreeing to do a project. Unless you are working on your own project, there will always be some form of communication that, while important, will stop you from doing actual work on the project.

Your colleagues may be very happy to see you in the meeting or to receive your message responses in a timely manner, but how will they feel if you are unable to meet your deadlines?

Nobody will remember you skipped a meeting or two or were a little late responding to a message. But I can assure you they will remember if you cannot meet your deadlines. That will leave them feeling disappointed and tarnish your reputation as a productive and effective employee.

Time blocking does not mean you block out every day for specific types of work. Allocating two hours for focused work and an hour each for communications and admin would only take four hours out of a typical eight-hour working day.

That would ensure you are consistently on top of your work and still allow you four hours for meetings, responding to quick requests and answering your phone.

The only area where someone may feel put out is if they want to hold a meeting at 10:00 am and you tell them you cannot do so but will be happy to meet at 11:30 am instead. Yet, with that said, I’ve never come across anyone who got offended because I suggested an alternative time.

And remember, if they pull rank on you, so to speak—i.e. your boss tells you that you must attend the meeting at 10:00 am, okay, you have no choice so attend the meeting and readjust your focus time. Either you can reduce the time that day, or you reschedule it for another time in the day.

When you plan your core work for the week, you do so knowing that your plan will likely need to change. That does not mean you don’t plan the week.

Planning out when you will do your core work for the week means you know you begin the week with enough time to get that important work done. If, or rather, when something comes up that requires you to adjust your schedule, that’s fine. Look at your calendar and see where you can move a focused time block. If you cannot, look at reducing the time block.

If none of that is possible, delete the time block altogether. It’s one day, and you may create a small backlog for a day or two. But if you are consistent and you stay with your plan where possible, you will soon find yourself clearing any backlog.

It’s interesting that you assume there’s a feeling of “guilt”. I must admit I did feel uncomfortable when I began implementing these practices. I went from being always available for anyone to being selectively available. But I don’t remember ever feeling guilty.

The people demanding my time wanted me to do some work for them. The thing is, talking about work is not doing work. Sitting in a meeting delayed the work. It was easy to overcome any risk of guilt by telling myself that by making it difficult for me to be in a meeting with them, I was able to do what they wanted me to do better and faster.

Life is always going to be full of difficult choices. Do I take my dog for a walk now or later? When do I go to the supermarket? Do I work on this project or that one? It’s never-ending.

Yet, a plan for the week reassures you you have the time set aside. And once that plan is in place, you do whatever you can to protect it.

That does not mean you stubbornly stick to it. There will always be a need for flexibility. But, if you give yourself ten minutes or so before the end of the day, you can look at what you didn’t do and reschedule what you can.

The best special forces teams always begin a mission with a clear plan of action. Yet they know that once the mission begins, that plan will change. Part of their training is to learn how to adapt to the changing nature of the battlefield quickly. Intelligence may have been incorrect, a weapon may malfunction, or a team member may take a hit and be rendered out of action. The skill is in quickly evaluating the changing nature of the plan and adapting your actions to adapt to the new set of circumstances you face.

You will not be able to do that in a week or a month. It’s something you will always be working on. But with practice and focus, you will soon find yourself becoming more adaptable. Better at making decisions about where to apply your time and feeling less guilty about being less available than you used to be.

Good luck, Lucas and thank you for your question.

Thank you to you, too, for listening. It just remains for me now to wish you all a very very productive week.

Monday Apr 15, 2024

What Are Your Categories Of Work?

Monday Apr 15, 2024

So, your calendar and task manager are organised, and you have enough time to complete your important work. But how do you define what your individual tasks are? That’s what I’m answering this week.

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Script | 319

Hello, and welcome to episode 319 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host of this show.

One of the most powerful ways to improve your effectiveness is to ensure you have sufficient time each day protected for your important work. Some of these tasks will be obvious. If you’re a salesperson and one of your customers asks you to send them a quote for a new product you are selling, that will come under the general category of “customers”. As this is an important part of your work as a salesperson, your “customer” category will have time protected each day. Well, I hope it does.

Then there will be your general communications and admin to deal with. We all have these categories of tasks to do each day. There’s no point in sticking your head in the sand, as it were, and hoping they will go away. Emails demanding a reply do not disappear. Ignore these for one day, and you’ll have double the amount to do tomorrow. This means you will need double the amount of time, too—time you likely do not have.

What this all means is that if your task manager supports tags or labels (and most do), you can use these for your categories.

This week’s question is about how you choose which category for your tasks.

So, with that, let me hand you over to the Mystery Podcast Voice for this week’s question.

This week’s question comes from José. José asks, Hi Carl, I am struggling to define which tasks are admin, consulting, or sales-related. How do you go about choosing categories for your tasks?

Hi José, thank you for your question.

Let me first explain the different categories of work you may have.

The concept here is that every task you have will come under a particular category. Those categories could be communications or admin, but they could also be sales activity, writing, designing, or marketing. Your categories will depend on the kind of work you do.

Once you have established your categories, you protect time each day (or week) to work on those categories.

For example, I have a category for “projects.” I block Wednesday mornings for project work. This means that when I plan for the week, the majority of my project tasks will be scheduled for Wednesday.

The important thing is you do not add too many categories. The less, the better. To give you a benchmark, I have eight categories. Mine are:

Writing

Audio/visual

Clients

Projects

Communications

Admin

Planning

Chores

It can be difficult to establish your categories at first, and the temptation will be to add more categories than you need. This is a mistake because very soon, you will have too many categories, which slows down your processing.

If you’re familiar with COD (and if you are not, you can take the free course—the link is in the show notes), the purpose of Organising is to get everything in the right place as quickly as possible. If you have too many categories, it will slow you down and involve far too many choices. You may experience the paradox of choice, where too much choice paralyses your thinking.

So, what are your categories? Well, you will likely have communications and admin. We all have to communicate, and email and Teams/Slack are pernicious and never-ending. Having some time protected each day to deal with your communications will keep you on top of these and prevent you from being overwhelmed.

And there will always be bits of admin to deal with. Requests from HR, banking, filing, and expenses to process etc. You may not need a great deal of time for admin each day, but it’s worth protecting thirty minutes or so to stay on top of this.

However, aside from your communications and admin, what other categories do you need? This depends on your core work.

For instance, if you are a journalist, two categories spring to mind: research and writing. This is the core of your employed work and is what you are paid for. If you spend six hours out of an eight-hour working day in Teams or Zoom meetings, that leaves you with just two hours to manage your communications and admin AND do some writing.

No chance. It’s not going to happen. Something will have to change if you want to spend more time doing what you are employed to do.

One way to do that is to ensure before the week begins, you have enough time to meet your core work objectives. That comes first. After that, you will see how much time you have left for meetings.

Simple, yes. To put into practice, perhaps a lot more difficult. But it’s one of those important adjustments worth working on.

This means, if you were a journalist, you would have your writing and research categories blocked in your calendar before the week begins.

Now, in your case, José, you mentioned how to determine what type a task is. I would see any task that comes from a customer or client as something more than admin unless it was updating a customer relationship manager or a spreadsheet—which would be admin.

If a client requests a copy of an invoice or receipt, I would categorise that as client work. It’s important because it’s a request from a client. It might be small to you, but your client may need that invoice or receipt urgently. (Remember, not everyone is as efficient as you are.)

It’s also a quick win for you, as a task like this would be a quick task.

Consulting is an interesting category. That perhaps is something you do as part of your client work. For example, I don’t consider my coaching work a separate category. Coaching is relatively straightforward as I am with the client. It’s an appointment on my calendar. The resulting feedback I write for the client comes under the category “Writing” - As I have four or five coaching appointments per day, this means I have four or five feedback reports to write each day. Hence, I have a writing block on my calendar most days.

Similarly, with sales, is that a category of task, or is it an appointment with clients? Sales activity may be prospecting, writing proposals or following up with clients (although that could be under the category of communications)

Now, this leads me to an important aspect of this. You do not need to be absolute here. What matters is that the work gets done. Whether something is categorised as communications or sales activity doesn’t really matter. What matters is that the task gets done when you intend it to happen.

There inevitably will be some grey areas. You could say that writing feedback for my coaching clients is a communication task—after all, it involves writing to the client. However, I chose to categorise the task as a writing task.

And that’s important. I chose to categorise it that way, and I am consistent with it.

Perhaps in your consultancy work, José, you prepare reports for your clients. How would you categorise writing those reports? Is it writing, or is it client work? How you categorise it doesn’t really matter as long as you are consistent with your categorising.

Why go to the trouble of categorising your work in the first place?

Well, doing so helps you to prioritise your work more effectively. For instance, as a consultant, your top priority each day could be your client’s work. When you begin the day, and you see three tasks related to client work, you know, without any further planning, that those three tasks will be your priority for the day.

Likewise, chores could be low-priority tasks for you, in which case you can decide whether you will call the bank at lunchtime or leave it until later in the week.

Categorising your work is another way to automate the decision-making process. Having to decide what to do based on a long list of potential things to do overwhelms you and leaves you exhausted at the end of the day. By pre-determining what your core work is—the work that is important as opposed to work that feels important but, in reality, is disguised low-value busy work.

At the heart of this method is pre-determining what is important and what is not. Only experience will tell you this to any accurate degree, and there will always be some grey areas. Fortunately, with experience, these instances of grey areas will reduce.

If you are moving away from trying to decide what to do from a long list of tasks each day, moving to a categorised list will be uncomfortable at first. You will make mistakes and miscategorise tasks. That’s fine. It’s certainly nothing to worry about. It’s by making mistakes you will learn for the next time.

And, I should mention, you will never be perfect. There are too many different types of tasks coming at us each day that may defy a category. The important thing is not to worry too much about these. They will be rare, but will happen.

So, if you are new to the idea of categorising your tasks, the way to set this up is to create tags or labels in your task manager for the types of tasks you generally get. Try to avoid being too specific. Your tasks are specific—for instance, “call Jenny about next week’s board meeting” would come under your category communications. Likewise, your follow-ups would be communications too.

It’s also a good idea to keep these labels or tags to a minimum. The more you have, the slower you will be.

Once you have your tags set up, you then create time blocks in your calendar for working on those types of tasks. So, in my case, I have an hour each day set aside for communications. This means when my communication time comes up, I only need to see my list of communications for that day. Nothing else matters for the next hour. I know if I stick with this each day, I will never have a backlog or be overwhelmed, even if, on some days, I am unable to clear them all.

All this ultimately comes back to defining your role at work. Most of us are pretty clear about our roles in our personal lives (e.g., mother/father, son/daughter, community member, etc.). It’s our work roles that we struggle with.

Giving yourself some time to think about your roles will help you to develop the right categories for your work, and that, in turn, will help you to organise your task list so it works for you rather than be a source of stress and overwhelm.

I hope that has helped, José. Thank you for sending in your question.

And thank you to you, too, for listening. It just remains for me now to wish you all a very very productive week.

Monday Apr 08, 2024

How To Impliment COD Into Your System

Monday Apr 08, 2024

This week, it’s COD week. In a special episode, I’ll walk you through the fundamentals of what all solid productivity and time management systems have.

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Script | 318

Hello, and welcome to episode 318 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host of this show.

Now, some of you may be wondering what COD means. Well, it’s not a type of fish. COD stands for Collect, Organise, and Do, and these three parts of a productivity system are the critical foundations you need to develop if you want your system to work effortlessly.

COD came about several years ago following a research project I did. In it, I went back to 1960 (not literally) and looked at all the time management and productivity systems I could find to see if there were any common denominators.

There were multiple systems and approaches, from Hyrum Smith’s Franklin Planner system to Stephen Covey’s First Things First and Jim Rohn’s notebook and planning method. And, of course, I didn’t neglect to look at GTD (Getting Things Done) and the multiple variations that came from that.

There were four standout features of all these systems. The first was to collect everything into a trusted place. The second was to organise or process what you collected. The third was to plan the day, and finally, there was doing the work.

When I developed COD, I wanted to give you a simple framework on which to build your own system. A system based on how you prefer to do your work. Many of you will like routine, others perhaps like flexibility. What COD does is give you a three-step process you can customise to work in the way you want to work.

Let me begin with collecting.

Nothing will work if you don’t collect whatever comes your way in a trusted place. Here, there are two key parts. Collect everything and put it somewhere you trust you will see later in the day.

Scribbling tasks and ideas onto PostIt notes can work, but I have observed that they often get stuck on computer monitors, whiteboards, and many other places, which means you don’t trust that you will see them later in the day.

What works best is having a central place for all these tasks, appointments, and ideas. That could be a task manager on your phone and computer or a pocket notebook you carry with you everywhere you go.

What matters is you use it consistently, and you trust it. This may mean you need to practice to develop the right habits. But this practice is well worth it.

The second thing about your collecting tool (or UCT, as I call it, Universal Collecting Tool) is that it should be fast. If there are too many buttons to press or you keep a notebook in your bag and you have to retrieve your bag to get your notebook, you will resist and start to believe you will remember whatever you were going to collect in your head. And that will never serve you. It will forget to remind you to add it to your inbox.

The second part of the process is organising what you collected. Here, you want to choose something that works for you. I recommend using the Time Sector System, but you may find organising things by project works better for you.

What matters when it comes to organising is that you can quickly organise what you collected that day into their appropriate places. For instance, a task would go into your task manager, an event would go to your calendar, and an idea would go into your notes app. Where you put them will depend on how you have each of these tools set up.

With your task manager, what matters is the things you need to do show up on the days they need to be done. Nothing else really matters.

A side issue is that if you are going in and out of your task manager looking for things to do in individual projects or lists, you will be less effective. When you are tired, you will just scroll through your lists of tasks, causing you to feel depressed about how much you have to do and how little time you have to do them.

This is why being clear about when something needs to be done prevents that scroll. You trust that what you have on your list of things to do today is the right thing to do today.

That’s why I recommend the Time Sector System as your organisational system. It focuses on when you will do something, not how much you have to do.

There are only twenty-four in a day, and you’re not going to be able to get everything done in a day. Be realistic about what you can and cannot do in a day.

And then there’s the doing.

And this is what it’s all about. You’ve collected all this stuff, and it’s organised, so you know where everything is, what appointments you have, and what tasks need to be done today. If you have ensured the first two parts—the collecting and organising—have been done, the doing part will largely take care of itself.

But what is important about doing? That’s doing the things that matter, and remaining focused on what you have decided is important.

When you don’t have any kind of system for collecting and organising, you will find you get pulled into doing things for other people at the expense of what you are meant to be doing. It can be easy to spend four or five hours helping someone else to get their work done, only to find yourself with precious little time left to do the work you are expected to do.

This is where you will find yourself building mountains of backlogs and with no time to get them under control.

It doesn’t mean that you cut yourself off from other people. What it means is you begin the day with a clear idea of what needs to be done.

If you do have everything organised and you are spending five or ten minutes each day planning the next, you will find that out of a typical eight-hour day, you will likely need three or four hours for your own work. That still leaves you with four or five hours where you are available for other people. If you are structured and disciplined, you will find managing your own work and the requests of others easily manageable.

Yet all this begins with the collecting and organising.

That is the most powerful part of COD. It’s essentially a process you follow that ensures the right work is getting done at the right time.

And that is the way to think about it—a process. Throughout the day, you collect. Then, at the end of the day, you spend ten minutes or so organising what you collected, and for the rest of the time, you do the work.

There are other parts to building a productivity system. Ensuring you have enough time protected each day for doing your important work, which means blocking time on your calendar.

I find it interesting that with the advancement of technology, we have focused on doing more rather than using technology to protect our time for the important things in life.

I remember years ago envying bosses who had secretaries. Secretaries protected their bosses’ calendars by making it difficult for people to make demands on their time. Technology can do this for you today. Services like Calendarly allow you to specify when you are available for meetings with other people, and they can choose a suitable time from a list of available times.

There are Do Not Disturb features on your phone and in internal messaging services that tell people you are busy. Technology can do all the things the best secretaries did twenty to thirty years ago. Use them. They will make your life a lot less stressful.

The final part of doing is the art of prioritisation. In the COD course, I have a section on the 2+8 Prioritisation Method. This is a simple method for choosing what to work on each day. The principle is that each day, you dedicate ten tasks to be done. These tasks do not include your routine tasks—the low-value maintenance tasks. These are bigger projects or goal-moving tasks.

Two of those tasks will be nominated as your must-do tasks for the day. These are the tasks you absolutely must do that day, and you will not stop until they are done. For instance, today, my two must-do tasks are recording this podcast and continuing my research into the profession of archiving.

When I did my planning last night, I highlighted these two tasks in my task manager and blocked time out on my calendar for getting them done.

There are other things I need to do today, but those two tasks are the must-dos.

This is how COD helps you. It gives you a framework and a process for doing your work and living your life.

If you adopt COD, you will find you have a system for managing your workload. However, beyond COD, there are a few other things you need to develop.

The first is how you will manage your tasks. As I mentioned before, I recommend the Time Sector System, which emphasises what needs to be done this week and pushes everything else off your list until it becomes relevant. This act alone significantly reduces that sense of overwhelm and encourages you to be realistic about what can be completed in a week.

Then there are the higher-level objectives in your life—your long-term vision and goals for getting to where you want to be.

However, without the basics in place, you do not have steps to get there. After all, a goal without a set of steps to achieve it is a delusion.

If you are struggling to get things working for you, I encourage you to take the COD course. Even if you already have a system, the course will give you ideas and methods that will help you make your system even better.

It’s a free course and will take less than an hour to complete. Plus, you get free downloadable guidance sheets and so much more.

The link to the course is in the show notes, and you can get further information from my website, carlpullein.com

Thank you for listening, and it just remains for me to wish you all a very, very productive week.

Monday Mar 25, 2024

How To Organise Your Notes.

Monday Mar 25, 2024

Do you feel your digital notes are not giving you what you want? And, is there a right and wrong way to manage all these notes? That’s what we are looking at today.

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Script | 317

Hello, and welcome to episode 317 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host of this show.

Over the last few years, there’s been a lot of discussion around how we manage our digital notes. There have been hundreds, if not thousands of new notes apps promising to do wonderful things for us and there have been numerous ways to organise all these notes from Tiago Forte’s PARA and the Second Brain to the Zettelkasten system.

The question is do any of these apps and systems work?

I feel qualified to answer this question as I have been down every rabbit hole possible when it comes to digital notes. I’ve tried Michael Hyatt’s Evernote tagging system, Tiago’s PARA and I even developed my own system, GAPRA. But, ultimately do any of these work ?

And asking that question; do any of these systems give you what you need? Perhaps is the right place to start. What do you want from a notes app? What do you want to see and how?

Before we get to the answers here, let me hand you over to the Mystery Podcast Voice for this week’s question.

This week’s question comes from Susan. Susan asks, Hi Carl, I’m having difficulties trying to understand how best to use Evernote. I just do not know how to organise my notes. I have thousands of notes in there going back at least five years and it’s a mess. Do you have any suggestions on how best to clean all these notes up?

Hi Susan, thank you for your question.

I don’t think you are alone. The popularity of books like Building A Second Brain and the number of YouTube videos on this subject suggests many people are struggling to know how best to organise their digital notes.

But, I wonder if what we are doing is over-complicating something that should be very simple.

I’ve recently been reading Walter Isaacson’s brilliant biography of Leonardo Da Vinci and on the chapter about his notebooks Isaacson points out that Leonardo Da Vinci instilled the habit of carrying around a notebook into all is students and apprentices. It was something Leonardo did himself and everything he collected, wrote and sketched was random in order.

We are very fortunate that many of these notebooks survive today and what we get to see is the complete randomness of what he collected. In these notebooks there are designs, sketches, thoughts and to-do lists all on the same page. It was this randomness that led to Leonardo discovering new ways to connect ideas to solve difficult problems and to paint in a way no one else had ever done.

And, I think, this is where we have gone wrong with our digital notes. It’s the randomness of your notes that will lead you to discover new ways of doing things. It will help you to be more creative and help you develop your ideas. If you try and strictly organise your notes—something a digital notes app will do—you lose those random connections. Everything will be organised by topic, thought or idea.

That does not mean that you want complete randomness. There will be projects, goals and areas of interest that you will want to keep together. A large project works best when all related notes, emails and thoughts are kept together. After all, they are connected by a common desired outcome. This is where your digital notes will excel—everything together in one place.

This is why having a project notebook or folder is a good idea. You can keep all these materials together and it gives you a central place to review your ongoing projects.

Then, there are what I would describe as critical information materials—things like your clothing and shoe sizes for the various places you buy things from. You may collect your receipts in organised months, and if you trust your digital notes, you may want to keep information such as your ID numbers, driving licence details, and health insurance certificates.

Again, digital notes are great for storing this kind of information as they make it easily retrievable whenever you need it.

What about everything else? The random thoughts and ideas you have. Well, if you want these to be useful to you at some future date, you will want to keep them random. Why is that?

Your brain works at a very high level of illogicality. This is the opposite of what a computer does. A computer operates on very strict logical lines. Even AI works logically. AI will look at data and information and give you answers that are already in existence. This often seems amazing because we had not thought of those ideas before, but someone did. That’s how AI found the answers.

And of course, as we recently discovered with Google’s AI models, there are the biases of the people programming the software—all based on existing thoughts and ideas.

It’s these notes that if you want to develop new, creative ideas that link uniquely together, they want to be maintained in a random way.

Paper notebooks make this easy. Each new thought or idea is added to a page in your notebook chronologically, and over time, your ideas will fill that notebook in the order you have them. There may be blocks of similar thoughts and ideas you collected around the same time, but on the whole, they will be completely random. Perhaps on one page, you have some ideas about how you will redesign your back garden and on another page, you have drafted out some ideas about where you and your family will go on their next holiday.

This becomes a little more difficult with digital notes because your computer and the apps you use will want to organise them logically. However, you can create randomness here, too, if you use an archive folder.

Many people think of their archive as being one step short of the trash. It’s where things you are not sure what to do with go. But stop a moment. Where would historians be without your country’s national archive? What are museums? Essentially, museums are archives of interesting things people may want to see. And there is the archive at the Vatican that holds so many treasures and documents.

An archive is not a glorified trash can. It’s a treasure trove of history. And if you create an archive notebook or folder in your digital notes you will be creating your own digital archive.

Now, because places like the National Archives in the US or UK or the archives at the Vatican City are always adding new stuff, it would be impossible to organise all these documents by theme. They may be tagged by theme, but they are organised by the date they entered the archive. If I wanted to find documents related to the Titanic, I would begin my search around April 1912. If I wanted to get a snapshot of life in 1964, I would just go to the section that housed documents from 1964.

You can do the same with your own archives. Once you have created a notebook or folder called archive, you can create sub-folders or sub-notebooks by year. Then, as you archive notes, you just add them to the year they were created.

This approach will give you the all-important randomness, yet you still have some organisation.

You can tag these notes if you wish; I do. But, and this is an important but, don’t try and be too clever here.

Imagine you were researching the Vietnam War and wanted to know how and why the war escalated in 1965. If you were at the US National Archives, you might begin your research in 1965, then Vietnam. So, the tag would be Vietnam. If you wanted to narrow down your research, you might look at the documents related to President Johnson’s decision-making, so perhaps there would be a tag for presidential papers. Beyond that, you would be trying to fine-tune things too much. You would likely see from the results you get which documents relate to meetings.

In your archive, you may have taken a trip to Paris in 2018, and while there, you came across a fantastic restaurant. Perhaps you took at picture of the menu and saved that into your notes. Now, you have two ways of retrieving that information today. If you remember the year you were in Paris, you could go straight to your 2018 archive, and as your notes will be in date order, you could scroll down to the date you were in Paris.

The alternative is if you tagged the note “Paris”, you could do a search for “Paris”. And within seconds you will have retrieved the information you wanted.

That’s how you want your notes to work. Keep them simple, so that if you want to retrieve information at a later date, you would be able to find things quickly.

What I’ve noticed is when we try and be too strict about how we organise our notes we are always fiddling and changing things. While this can be fun, at first, it becomes a drag on your productivity because the more time you spend organising, the less time you spend doing the work you need to do.

You could create separate notebooks for places and topics, but unless these are lifetime interests, keeping everything in their separate notebooks will not make retrieval any faster, and you lose that all-important randomness.

Another area where randomness really helps is with your ideas and thoughts. I’m sure you’ve had an idea about classes you may want to take or a business idea you want to investigate. You may have had ideas about starting a blog or podcast or writing a book. Many of these ideas will be passing ideas and you soon move on to the next idea. If you were intent on doing something about the idea you would begin. If you don’t begin, it’s likely a passing idea.

These passing ideas are the gold you do not want to delete. They could contain the seeds of something very special. However, on their own, they may seem redundant after a few weeks or months. It’s these notes you want to keep in your archive.

In a year or two, you may feel compelled to skim through one of your archive years, and you begin to see connections between all these ideas. Leonardo Da Vinci, sketched the mouth he eventually gave the Mona Lisa twelve years before he began painting the Mona Lisa.

Individually, these notes may mean nothing. But together, they could be your next great idea.

So, Susan, look at what you want to collect and save. Keep your projects together, these you will be working on frequently. And all those random notes you collect, store them in archives by year. As these build, you will be creating a gold mine of ideas and thoughts you will never regret keeping.

I hope that has helped and thank you for your question. And thank you to you, too, for listening. It just remains for me now to wish you all a very, very productive week.

Monday Mar 18, 2024

Is There A "Perfect" Productivity System?

Monday Mar 18, 2024

This week, I’m answering a question about the basics of building your very own time management and productivity system.

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Script | 316

Hello, and welcome to episode 316 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host of this show.

Do you ever feel there is too much conflicting advice on productivity and time management? There are those who tell you never to look at your email first thing in the morning and others who do (me included). Then there are those who advocate time blocking and many who don’t. And there are the proponents of the Getting Things Done system or, as I discovered recently, people who swear by their Franklin Planners.

It’s a confusing landscape, yet if you look at almost any way of doing things, there will always be conflicting advice. That’s because humans have different ways of doing things and varied tastes. There are those who say a stick-shift car is better than an automatic; others will give you different advice on how to raise your children.

So, how do you navigate all the advice on time management and productivity? That’s what we’re looking at this week.

This week’s question comes from Meg. Meg asks, Hi Carl, I’m a recent convert to your YouTube channel, and I wanted to ask if you have any recommendations for time management systems. There’s a lot of different advice, and I just want something I can use and stick to.

Hi Meg, thank you for your question.

I’ve always felt when it comes to time management and, by extension, productivity, the best place to start is with what you want to know and when.

By this, I mean, what do you want to see on your calendar, and when do you want to see it? You can set up notifications on your calendar to alert you to upcoming events, and you can choose when those notifications appear. For instance, if you work from home, perhaps you may only need a fifteen-minute alert before a meeting. If you work in an office or travel to meet clients, you may prefer to see when your next appointment is thirty minutes or an hour before.

Getting fundamentals like this right for you would be a great place to begin.

Next would be how you manage your calendars. You will likely have a work and personal calendar. I know many people also have shared calendars with their families. The question here is how you want to be able to see all these calendars.

Separating them by keeping your work calendar only on your work devices and your personal calendars on your personal devices can give you a nice clean edge between your work and personal life but can also create conflicts.

If you were sent on a one-day training course, you may need to leave home a little early to arrive at the training site. If you were also committed to taking your kids to school on that day without seeing them all on the same calendar, it would be easy to double-book yourself.

Think of it this way: you live one life, not multiple. Yes, you may have different roles in your life—a parent, a brother or sister, a son or daughter and an employee, for instance, but all those roles are just a part of your one life. When thought of that way, would it not make sense to keep that one life on one calendar?

You could separate your roles by creating different calendars within your calendar app. Each role could be allocated a different colour on a single calendar. This way, you would see everything on one calendar and easily manage conflicts, such as attending a training course and taking your kids to school.

If you work with a company that is very strict about sharing company data, you may not be able to have all your different roles in one calendar. If that is you, you could block your work times out on your personal calendar so you can identify when you have work commitments. Your calendar only needs to show you where you are meant to be. You can always refer to your work device for the details.

This will mean a little extra work when you do your weekly planning, but checking your work calendar for any unusual start or finish times shouldn’t take more than a few minutes.

How best to manage your notes can be confusing. There is a lot of conflicting advice in this area. There are thousands of different note apps and multiple ways to organise your notes.

But let’s step back a little and think about how YOU want to use your notes.

Some of you may want to store important project information in a single place, and many of you may want to keep your ideas centrally so you can access them when you need new ones. There’s something about seeing all your random ideas together that can create connections between them you never thought of.

Many parents like to keep their kids’ drawings in a digital archive, and a notes app is great for doing that. Imagine all those pictures collected over the years and being able to see them wherever you are, whenever you want. In years to come, you may use them to tease your kids.

The thing is, how do you organise all this stuff?

It’s likely you will be collecting work-related information as well as information you want to use personally. Do you keep these separate or in one place? Again, this will depend on what your employer allows you to access outside of your work devices. You will likely find having everything in one place is the most convenient. This avoids having to remember where you put something and will make finding what you are looking for seamless.

If you have no choice, keeping your work-related notes only on your work devices should not be a big inconvenience. As with having separate calendars, it does mean you will need to review multiple places to ensure you haven’t missed anything important.

Organising your notes can be a bit of a minefield. This is where there are still a lot of ideas and methods.

One way to look at this is how people organised their notes before the digital world. After all, the digital age is relatively new and we are still experimenting with methods. People used old grey filing cabinets for hundreds of years—they must have learned a thing or two about filing effectively.

With filing cabinets the most common way to organise was alphabetically. In his book Getting Things Done, David Allen also recommends organising files alphabetically. Perhaps a “if it ain’t broke, don’t fix it” approach would work best for you here.

You can keep your folders or notebooks flexible; for example, you may wish to have a folder called “Insurance”, where you keep all documents related to your insurance policies. Remember, unlike filing cabinets, you can find the right document from a simple search using your keyboard so you do not need to create sub-folders for each type of insurance policy.

While there are frameworks such as Tiago Forte’s PARA (PARA stands for Projects, Areas, Resources, and Archive) and my GAPRA (GAPRA stands for Goals, Areas, Projects, Resources, and Archive), I’m coming around to believing these more complex structures are unnecessarily complex.

Today’s notes apps have excellent search features. You can add a note, and as long as you remember a title, keyword, or date range, you will be able to find it in seconds.

The biggest difference between the digital and analogue worlds is how the digital world connects. You can have your calendar, to-do list, and all your notes on a single device in your pocket, and anything you collect will be synchronised to all your digital devices. I still marvel at how I can save a blog post or news article for reading later from my phone and move it to my iPad, and the article I just saved is there waiting for me to read.

If I go back to what you want to see and when, you may want to see your calendar in the morning while you are drinking your morning brew. This means having your today’s calendar on your phone makes sense. A quick tap on your calendar app and today’s appointments are there.

What about the things you need to do today? When would you want to see those? Perhaps the first time you need to look at these is when you sit down to begin your work day. Seeing that on your computer before you begin makes sense. A bigger screen will make a list seem less overwhelming, and you can decide when these to-dos will best be done.

The most important thing, Meg, is not to overcomplicate things. When we complicate things, systems and frameworks break. You don’t need overly complex structures for your notes. All you need is a simple alphanumeric filing system that makes sense to you. Your to-do list only needs to show you what needs to be done today. Tomorrow, next week and next month’s to-dos are not relevant today.

The goal should be to begin the day knowing where you need to be and what needs to be done. Anything that supports that will always work. Anything that leaves you having to make too many decisions or think too much about what to do does not.

I hope that has helped, Meg and thank you for your question.

Thank you to you, too, for listening. It just remains for me now to wish you all a very, very productive week.

Monday Mar 11, 2024

The Tools I Use To Be Productive.

Monday Mar 11, 2024

This week’s question is all about how I use the technology I have to be more productive and better manage my time.

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Script | 315

Hello, and welcome to episode 315 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host of this show.

There’s a lot of technology today that helps us be more productive. Our computers make producing work easy compared to twenty-five years ago. It’s also made producing some kinds of work a lot cheaper. Imagine the cost of studio time if you wanted to record an album in 1999. Today, all you need is a laptop and a microphone, and you are good to go.

However, with all that wonderful technology, it’s likely we have a lot of devices lying around gathering dust. I have a camera with four or five lenses sitting in a gorgeous canvas camera bag I haven’t used in over five years. Now, all I take with me when we go on a trip is my phone. I’m not a professional photographer; I don’t need all that equipment.

And don’t get me started on all the apps I find I need to purge every once in a while because I don’t use them anymore. Then, there are all the subscriptions you may be paying for that you are not using.

As an example, I recently discovered I had a Fantastical subscription. I used to use Fantastical. It was a cool calendar app that allowed me to have all my Todoist tasks and events in one place. Shortly after seeing what that did to my calendar, I stopped that integration (it was horrible. It made it look like I had no time at all for anything but work and meetings). Why was I paying for a service I was not using? I don’t know, but it did cause me to go through all my app subscriptions to see if there were any more. (I found four more services I was paying for I was no longer using).

This week’s question addresses the heart of this technology overwhelm, so let me hand you over to the Mystery Podcast Voice.

This week’s question comes from Mark. Mark asks, hi Carl, I was wondering what digital tools you use to get your work done. You seem to be using a lot of tools, and I thought it must be very confusing to decide what to use.

Hi Mark, thank you for your question.

I remember hearing an interview with Craig Federighi in which he explained Apple’s thinking on its products. He talked about how sometimes you work on your laptop, and other times, you may find the environment more suitable for an iPad. A good example of this would be when working at your desk, you may prefer the laptop, and if you attended a meeting, the form factor and mobility of an iPad might work better. It certainly did for me when I was teaching.

I would create all my teaching materials from my computer, but when I went to the classroom I took only my iPad. That was all I needed to teach with.

Today, I no longer teach in classrooms; I work from home. However, I do like to step away from my desk and work somewhere else occasionally, and when I do that, I will only take my iPad with me. It’s great for writing and fits nicely into a small shoulder bag I carry when I go out.

But let’s look at how I use each individual device, and I will explain why.

My phone is always with me, which means it’s the perfect UCT (Universal Collection Tool). I have my phone set up so I can quickly collect tasks, ideas and articles I would like to read later.

I use Drafts, an amazing little app that connects with Todoist and Evernote. With Evernote, I have it set up so that if I have a blog post or YouTube video idea, I can send it directly to my content ideas note without having to open Evernote. Drafts also allow me to dictate my ideas, which is essential as I have most of my ideas when I am walking my dog, Louis. I can then collect my ideas and keep an eye on Louis at the same time.

When I am out and about, I process emails from my phone, but I rarely respond from there. There are better tools for responding to actionable emails. I have a process for email management which involves clearing my inbox between sessions of work and then setting aside an hour later in the day for responding. I will respond usually from my computer, but if I am away from my office, I will use my iPad.

And, of course, I use my phone for instant messages and occasionally scrolling social media when waiting for my wife (A daily activity haha).

I also have an old iPad Mini. I love that iPad. It’s my content consumption device, and on there, I will read blogs and articles I have collected through Readwise (an app for collecting articles you want to read later) and books through the Kindle app.

This iPad mini is not connected to any messaging service (Except Apple Messages) or email. It’s purely for consumption.

I should say I am not into gaming—never have been, so I have no gaming devices or apps. My guilty pleasure is reading and watching historical documentaries—which YouTube provides me in abundance. I will watch these on the big TV at home late at night when I am winding down for the day.

My iPad Pro (I think the 3rd edition) has the Magic Keyboard and Apple Pencil connected, and as I mentioned, I use that as my main mobile device. The keyboard is wonderful to type on, and the Pencil is great for highlighting sections in documents. Strangely, I don’t ever use it for writing. I’m a fountain pen user, and the Apple Pencil (or any stylus, for that matter) doesn’t feel right for me. Plastic on glass doesn’t work (in my humble opinion). The feel of a 14 carat gold nib on some fountain pen-friendly Japanese paper has got to be experienced to be believed.

I also use my iPad Pro to listen to music when I am working. The battery on that thing lasts forever. I have a Bluetooth speaker in my office that has incredible bass (I love deep house music when I am working; the bass really helps)

My computer is for the heavy lifting: recording this podcast, editing my YouTube videos, and creating workbooks and documents. I also do a fair amount of my writing on my computer too. I also prefer to clear my actionable emails on my computer. All my design work is done on my computer from creating thumbnails for YouTube videos to workshop banners and online course materials.

And that’s it for devices. Now apps.

My primary productivity apps are Apple Calendar, Todoist and Evernote. I have experimented in recent months with Apple Notes, and while Apple Notes is an excellent note-taking app, Evernote has some features that Apple Notes does not. Primarily the ability to create note links that can be pasted into Todoist. You can do this in Apple Notes, but it’s fiddly, and I hate things that are fiddly.

Todoist is where I keep my tasks. It has a beautiful and simple interface, and in the ten years I have used it, it has never let me down. Todoist is on all my devices, as is Evernote, but… This is where Evernote is currently weak; I find the mobile version of Evernote poor. The text is too small, and there are too many button presses to get to where I want to be. However, as I use Drafts to get notes into my system, that’s something I can live with.

And that’s a good point to make. I’ve used Todoist for over ten years, and Evernote has been my go-to notes app for almost fifteen years. This means I have learned how to use these apps properly, I’ve come to trust them, and I don’t have to waste time trying to figure out how to do a particular action. I’ve learned everything I need to learn to use these apps optimally.

Apple Calendar has been my calendar app of choice for pretty much the last twenty years. I did try Fantastical for a couple of years, but the additional features were not very useful to me. Certainly not worth a subscription.

Now for the miscellaneous apps.

I use Acuity for my coaching scheduling service. This means my coaching clients can book a call whenever they want to, and there’s no back-and-forth trying to find a mutually convenient time.

As mentioned earlier, I use Readwise for my book highlights and for collecting articles. This is a recent change as previously I used Instapaper, but they are doubling their prices in May, and they don’t offer anywhere near the service Readwise does. The great thing is as I read a book and highlight a section or add a note, those notes and highlights are synced to Evernote in a notebook called Readwise.

For all my writing, I use Ulysses. This is a fantastically minimal writing app that, in full-screen mode, is just a dark screen with white text. There are no distractions at all and I can focus all my attention on my writing. This is synced with iCloud so if I am out and about and only have my iPad with me, I can carry on writing where I left off.

I recently looked at the number of words I have in Ulysses, and it’s now approaching three million. That just blew me away—three million words in eight years. I wrote my book, Your Time, Your Way in Ulysses, as well as all my podcast scripts, blog posts and newsletter articles. It’s a treasure trove of all my writing, and it’s all archived in iCloud. That’s one of the best things about not app-switching. You begin to create an archive of all your work in one place.

There is an exception to my writing process. I send my coaching clients written feedback after each call, and for that, I use Apple’s Pages, which is Apple’s version of Microsoft Word. Pages allows me to use a saved template for all my feedback.

For my admin and financial tasks, I use Apple’s Numbers. I don’t need the complexity of Microsoft Excel; my spreadsheet needs are simple.

And that’s about it. The only other item I use to get my work done is paper. I use an A4 Rhodia notebook as my planning book. This is where all my projects, weekly planning and YouTube video ideas get developed. I also returned to writing my journal by hand after using Day One for five years. That was because I felt my life was beginning to be dominated by screens, and it’s nice to get more use out of my fountain pen collection.

The most important thing for me is to keep the tools I use to a minimum. I’ve been down the road of trying out a lot of apps. What I discovered is that it’s not the app that does the work. It’s me. And for me to do my work in the most efficient and effective way possible, I need as few distractions as possible. Simplicity is my keyword when it comes to apps. The longer I need to spend trying to learn to use something, the less time I spend doing work. Which in turn means I spend less time with my family and doing the things I want to do. Not a very good way to manage time or be more productive.

I hope that answers your question, Mark. Thank you for sending it in and thank you to you too for listening. It just remains for me now to wish you all a very, very productive week.

Monday Mar 04, 2024

PRODUCTIVITY: Regain Control of Your Life.

Monday Mar 04, 2024

What can you do when your calendar’s full, your task manager is bulging at the seams, and you find yourself stuck with nowhere to turn? That’s what we are looking at today.

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Script | 314

Hello, and welcome to episode 314 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host of this show.

Do you feel, or often feel, that no matter what you do, there is always too much to do? Hundreds of emails that need responding to, several projects all coming to a close at the same time, and a demanding personal life?

It’s a horrible feeling, isn’t it? It feels like there’s no room to move or do anything you want to do. Turn up each day, and the noise destroys your energy, willpower and sense of being human—the “rinse and repeat” approach to life. It leaves you exhausted at the end of the day, yet with a feeling you got nothing important done.

The good news is all is not lost, but you are going to have to do something that every instinct in your body will tell you can’t do. Yet, if you do not do anything, these miserable days will continue forever.

Those who have managed to drag themselves out of that pit of despair have had to do something that was uncomfortable yet brought them the organisation and calm they were looking for. The good news is the action you need to take is not so dramatic that you need to quit your job. In fact, once you commit to taking action it can be a lot of fun. (No, really!)

So, with all that said, let me hand you over to the Mystery Podcast Voice for this week’s question.

This week’s question comes from Anthony. Anthony asks, Hi Carl, Can you help? I am completely overwhelmed with emails and tasks. I have three deadlines coming up at the end of this month, and I am so far behind I know I will miss those deadlines. How does anyone stay on top of their work?

Hi Anthony, Thank you for your question, and I hope you had time to renegotiate your deadlines before the end of February.

Okay, where to start? When anyone finds themselves caught in a spiral of never-ending tasks, emails and projects, there is only one thing you can do, and that is to stop. And this is the part every instinct in your body will scream NO! I don’t have time.

You are right in one respect; you don’t have time, but then you don’t have time to do your work either, do you? So, really, there’s nothing to lose by stopping altogether.

Let me explain why stopping altogether, at least for a couple of days, is the best thing you can do.

A lot of what you have accumulated likely does not need doing, but it is swirling around in your head or in your task manager telling you it does need doing. It’s only when you stop, step back and look at everything as a whole that you begin to see what needs doing and what likely does not. You won’t see that unless you stop.

Let’s take email as an example. At what point will responding to an email become embarrassing for you? A week, two weeks, a month or three months? If you have not replied to an email after three weeks, do you think the person who sent the email to you is still waiting, or do they even remember sending you the email in the first place?

Where is your line?

You see, there is a professional consideration here. If you have not responded to an email for three weeks, what do you think the sender will feel about you if they get a reply now? Unprofessional? Disorganised? A mess?

The thing is, if you have failed to respond to an email for three or more weeks often the best thing you can do is to leave it. Archive the email and move on. If it is important or does need your attention it will come back at some point. I would say if it has been a few weeks, the chances are things have moved on already anyway, and you won’t need to worry about it.

In my email system, Inbox Zero 2.0, I advise you to pick one of two options. A hard or soft email bankruptcy. Most people choose the soft email bankruptcy; this is where you select all the emails you have not responded to that are older than two to three weeks and move them to a new folder called “Old Inbox”. Then clear off the remaining emails in your inbox.

For these older emails you can go through them at leisure over the next few weeks and decide what to do with them. The reality is most people end up deleting this folder after a few weeks because they realise nothing in there is worth keeping.

The hard email bankruptcy is more effective but scary. Do the same as you would do with the soft email bankruptcy, but instead of moving them off to a folder, you hit the delete key and delete them.

You don’t need to worry about any retention issues; if you received an email, there will be a copy of it. Someone sent you the email in the first place, and anything you delete will sit in your trash folder for at least 30 days unless you change the defaults.

Just this action will get you back on top of your email.

However, to prevent the problem from reoccurring, you will need to change your email management practices. The best advice I can give you here is to set aside an hour a day—every day—to deal with your communications. Staying on top of email requires time each day. Miss just one day, and you will require double the amount of time the next day. It’s just not worth it. If you want a future where you are in control of your mail, you will need to deal with it every day.

I’m reminded of Friedrich Nietzsche (that’s the philosopher with the amazing moustache) who, among other things, popularised the Stoics term Amor Fati - which loosely translated means “loving your fate”. We all have to live with instant messages and emails today which means either we learn to love dealing with it or allow it to become a burden.

I prefer to find ways to make dealing with email a pleasure. I set the environment. Some great music, a comfortable chair and a warm dog sat next to me while I plough through as quickly as I can the emails I need to respond to today. Oh, and don’t forget the obligatory cup of British tea. Perfect. Now, for me, email’s a joy!

Now for the tasks in your task manager. Again, this will require some time out. Whether you have a few hundred or a few thousand tasks in your task manager, the best thing you can do is to go through this one by one and delete those that are no longer necessary, or you feel you have no time to get to this year. Your goal here is to reduce this list by at least 50%.

Your task manager really needs to be only concerned with anything you need to do in the next three months. Anything beyond that is either going to change significantly or won’t get done. Anything that you think needs to be done beyond three months can be put on your calendar as an all-day event. Or if you are not sure when you will do it or even if you ever will, you can create a list in your notes app and dump them there.

Task managers only work if they are clean and tight. In other words, if anything on your task list is something you may like to do or sounds like a good idea today but doesn’t really need to be done it should be removed.

Only tasks you know need to be done should be there, and nothing else. Wishful tasks should be in a project note or a master would-like-to-do list—in your notes. Your notes app can be the dumping ground for these, never your task manager.

The problem with dumping everything in your task manager, whether they need doing or not, is your task manager will soak them up willingly but will also want to remind you of them at some point. So what do we do? We add a date or a tag or label so we don’t forget them. And now you’ve just created overwhelm for yourself. These tasks will come back on random dates, and you will be swamped. Now, you will either reschedule them or give up altogether with the task manager—a great tool if used properly.

So, clean up your task manager and make sure only things that need to be done are on there, and nothing else.

Finally, let’s look at your calendar. The chances are when you look at your calendar, you are going to see the underlying problem fairly clearly. It is here where you will see how you are managing your time. Which is, after all, the essence of everything.

I mentioned earlier about setting aside some time each day for dealing with your communications; the question now is, what else do you need time for each day?

It’s likely you will need time for dealing with administrative tasks—those little things that need to be dealt with. Things like managing your personal finances, expense reports, arranging your next vacation and such like. What about family time or time for exercise, etc? How much time do you want for these activities each week?

This is where your calendar becomes the master. You can allocate time for these activities and block them out on your calendar so you won’t be tempted to allow anything else to get in the way.

How many meetings do you have, on average, each week? Are you spending too much time in meetings? Do you need to attend all those meetings? Could you be excused from some of them? These are questions you can ask yourself when you go through your calendar.

Could you find two to three hours, three to four times per week for deep-focused work? If so, block the time out now. Create the space you need to do the things you want to or need to do. Only your calendar will tell you if you have the time.

You may look at your calendar and instantly see you have overcommitted yourself. If that’s the case, what can you do to remove some of those commitments? Who do you need to talk to?

To get in control of your time and work, there will likely be some difficult choices to make. The issue is, though, if you don’t make those difficult choices today, the problems you are trying to solve will come back again and again.

If you try and resolve these issues without stopping and stepping back, you’ll only find yourself putting it off. There has to be a break-point. Why not do it now and get things back under control today?

Alternatively, you could block out a weekend in the near future to get everything under control. Two days, where you are completely on your own to get everything sorted out, can be great for your mental well-being. You get to see where the problems are, and once you see them, you can spend time finding the solutions.

I hope that has helped, Anthony. Thank you for your question.

And thank you to you, too, for listening. It just remains for me now to wish you a very, very productive week.

Monday Feb 26, 2024

Is Productivity Technology Going Too Far?

Monday Feb 26, 2024

Where does technology help, and where does it hinder your productivity? That’s what we’ll be exploring in this week’s episode.

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Script | 313

Hello, and welcome to episode 313 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host for this show.

Over the last ten years or so, there’s been an explosion in the world of productivity technology. Prior to around 2010, most of our technology use was to create documents and presentations and send and reply to emails. We were in control, and technology served us.

Today, technology is creeping more and more into our lives. Now, you can use apps that will look at your task manager and your calendar and tell you when to work on what. Microsoft Outlook suggests times for focused work (not taking a walk or a rest, I notice), and many developers are promising more and more automation.

The thing is do we really need that?

When it comes to time management and productivity, I believe it’s important to retain control. My calendar or task manager telling me to work on the report when I feel exhausted is only going to leave me feeling guilty if I do what’s best for me—taking a rest.

Now, don’t get me wrong here. I think technology is great, and one of my favourite features of Spotify and Apple Music is how these apps use my listening history to create random playlists. I love playing those playlists. I like how YouTube serves up recommendations, again, based on my watch history. This is useful. I find documentaries I would otherwise have missed. However, I get to choose what to watch and when.

I was reminded of this recently with the sad death of BBC Radio 2’s DJ, Steve Wright. I was able to open YouTube and type in Steve’s name and was able to listen to some of his most iconic moments. I discovered long-lost recordings of him—stuff I would never have been able to find ten years ago.

These are some examples of where technology works and enhances our lives.

But (and there are many buts here) that nicely leads me to this week’s question. Which means, it’s time to hand you over to the Mystery Podcast Voice for this week’s question.

This week’s question comes from Scott. Scott asks, hi Carl, what do you think of apps like Motion and others that will organise your appointments and tasks for you so you no longer need to do any planning?

Hi Scott, thank you for your question.

Let’s look at where technology has an advantage. Communications. Digital communications are brilliant. They are instant, and because of that, the number of phone call interruptions has significantly reduced over the years.

Phone call interruptions are the worst, aren’t they? Your phone rings, and it’s like an alarm call that we feel obligated to answer. We have no idea what the caller is calling about or how long it will take, and that creates its own anxieties.

Today, I can see who’s calling and can decide whether to answer or not. I can also put my phone on silent so I don’t get that horrendous shock when the phone rings.

And I know a lot of you may have a downer on email, but compared to what we had thirty years ago, it’s far better. And, no, we are not getting more emails than letters. It’s about the same. The difference is with letters, we did not feel they had to be replied to instantly, and we could take our time.

Although, as an aside, in the past, large companies employed people to work in the mail room. These wonderful people’s job was to sort the mail, so you only got the correspondence that mattered. Sadly, these people are gone now, and we are left to sort our own mail. That’s where the problem is. A large proportion of people don’t set up rules in their email service to filter out the rubbish from the stuff that matters.

Give yourself a couple of hours to set up some rules, and in effect, you will have given yourself your own mail room staff.

Digital calendars are fantastic. Rather than having to carry around a large diary with all your appointments, you can now have your calendar on all your digital devices, which makes it so easy to see where you should be and with whom. It’s also a lot easier to make appointments with people with services such as Calendarly—where you send a link to the other person, and they can choose the best time for them based on your availability.

Now, things go wrong when you blindly accept meeting requests. When we had paper diaries, we had to manually enter the appointment, and we could see instantly we had already committed to something else. We either asked for another date or cancelled the previous appointment.

Today, I see so many people with conflicts in their calendars where they are double—and even triple-booked. I mean, come on. Your digital calendar makes it easy to see your conflicts. Sort them out. You cannot be in two meetings at the same time. Don’t let that happen.

The problem here, it’s far more difficult to rearrange a meeting or appointment after you have accepted it. When you get a meeting request, and it conflicts with another commitment, decline it. Or, if it’s more important than the commitment you currently have, give yourself a few minutes to sort out the conflict.

And, technology has really helped with creating reports, presentations, books and videos. Technology has brought previously prohibitively expensive tools to us all for less than $100 a year.

When I look back over the last ten years, I have been able to produce four books, over a thousand videos, 300 podcasts and millions of words in blog posts and articles. It’s mind-blowing what a computer and an internet connection give us the ability to do.

And yet, I suppose it’s human nature to go too far. It’s like discovering chocolate cake for the first time. That first experience leads to you wanting more and more and more. Forget vegetables, fruit and other healthy foods. I want cake!!!! And more of it.

Of course, only eating cake will have negative consequences, and I feel this is where time management and productivity technology is beginning to go. Just because you can doesn’t mean you should.

As I alluded to, allowing your calendar to schedule your day for you is not necessarily a good thing. Your calendar does not know if you have the flu or didn’t sleep well last night. It doesn’t know whether you had a fight with your partner over the breakfast table or had a car accident on the way to work. All it knows is you have a ton of work to do in your task manager, and you have eight meeting requests. It’s programmed to schedule all that for you.

Perhaps doing all that work and attending all those meetings is not the best thing you could do that day. Maybe the best thing you could do is go back to bed or take a walk to clear your head.

On planning, I think we need to be careful here. What makes humans different from other mammals is our ability to make choices. We can choose to do one thing over an alternative. Now, each choice has a consequence, and we have sufficient intelligence to weigh the consequences against each other. Louis, my little dog, does not have that ability. Sure, he can choose to attack his squeaky ball or not, but he has no concept of the consequences.

If we allow technology to make those choices for us and we blindly follow them, we lose the very essence of being human—our freedom to make decisions about what to do.

Doing your own planning allows you to choose what you will work on and when. For example, last night, I slept well, and I had two appointments cancel on me this morning. This gave me two extra hours I was not expecting and I chose to clean up my office and write this script in that time. I didn’t need to go to my task manager to make this decision. I looked around my office and realised things needed to be tidied up. That took me twenty minutes, and this script will take around ninety minutes.

I could have chosen to read, take Louis out for a walk or go back to bed. But I chose to do work. I wanted to work, and I loved it. If a computer was telling me to do this and then that, it would take the joy out of making decisions.

Task managers are great for collecting tasks and for having everything in a central place. Where task managers are less good is showing us what needs to be worked on and when. Only you know what’s important right now and how much energy you have to do your work.

For example, over the years, I’ve come to learn when I am at my most focused and when I struggle with focus. Afternoons are a struggle if I need to sit down and focus. Yet, I find focusing very easy in the morning and later at night. This means I can structure my days based on when I know I will likely be at my best for doing specific types of work. An app based on AI is going to be using data from all over the place and will likely be based on the average of other people. You are not the average of other people. You are you, and you are unique.

When it comes to digital note-taking and information storage, technology is fantastic! You can quickly grab an idea, a webpage or a document and save it into your notes. You can then later do a search for that idea or document on any device in any location, and within a second, you have it in front of you. That’s way better than how we used to do it with large, cumbersome filing cabinets that were in a static location. Finding something often took hours.

I also like the idea that AI is then able to summarise that information into bite-sized chunks. That helps us. We have the choice to be able to go into the document for a deeper read or read the summary.

However, with all that said, technology helps us when it can speed things up that don’t need us to make decisions or choices. Technology does not help us when it starts to make those decisions and choices for us. That is where we should push back.

This means your planning should always be done by you. You decide what to work on based on the information you have to hand. You can make it fun by pulling out your pens, highlighters, and a pad of paper and letting your brain think without technology influencing your decisions.

Great thinkers from the past scribbled their thoughts down on paper, and humanity is so much the better for it today. You don’t want to lose that ability—the ability to think, decide and make choices of your own. It’s what makes you special and unique.

Thank you, Scott, for your question and that you to you too for listening. It just remains for me now to wish you all a very, very productive week.

Monday Feb 19, 2024

Your Calendar | The most Powerful Tool In Your Toolbox

Monday Feb 19, 2024

How important is your calendar in your productivity toolbox? I would argue that it’s the most important tool you have and the key to finally getting control of your time.

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