Category Archives: My organiser

A series about how I developed my organiser, what it contains and how I use it

Needing a new organisastion system

Organiser templateI am a big believer that it is important to develop your own organisation system that works for your lifestyle, so I have spent a lot of time developing my own organiser.  In the last two years I have tried both paper and electronic systems and finally settled on a system using Rollabind discs and a page a day sheet I developed.

I like my diary to show time slots so I can clearly see when appointments are to ensure there is enough travel time and no overlaps. Instead of having a long home task list the idea was to provide a task list a day where repeating items could be added after they are last completed and other tasks added following the ideas of Do it tomorrow. Making use of the flexibility offered by Rollabind, I developed a second task form for my work tasks that covered the green area shown, enabling me to separate my home and work tasks, but using the same diary.

All of this was in place before I finished work to ensure once I was on maternity leave I would have the system to help me get things done. However I soon realised it was no longer suitable.

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In need of a new organisation system

I really like my current organisation system, but I have noticed one serious flaw recently; it is very easy to procrastinate when I’m selecting tasks.

My energy levels have been very low over the last few months so I am frequently coming home and going for a lie down followed by bed. This change in my evening activities is becoming noticeable in what I am not achieving, such as writing blog posts, tidying the house or, I have to admit, completing anything off my list. Although things are better at work I am also finding it more difficult to focus there than usual.

I need to develop a new system that quickly highlights the next task I should be working on, instead of my current approach of looking through sheet after sheet of written actions. However I’m not thinking of replacing my system because I think the fundamentals are good, I am just looking for different ways of using it in a more efficient manner.

I think this means trying digital solutions, however I am aware of two issues with going digital. One I have not found a digital solution that meets my needs in the past and two I LOVE digital so I know I can get carried away and end up spend my time perfecting the solution rather than completing any of the tasks on the list.

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Organising my home tasks with a week planner

homeweekplanner1.jpgI am a big believer that a good organisation system should work in the office as well as at home. So when I first created my day planner for work I used the same format at home.  It was successful, however it took a long time to plan a work day evening reducing the available time to actually get things done. I also became aware that many of the tasks that I was completing were of a similar type and not reflective of the range of tasks I wanted to do. So I wanted to develope a system that is easy to complete and ensured a good mix of tasks.

I liked the idea of Stephen’s week calendar where you can see a week on one page and thought a similar approach would work for my home tasks. The first version of my home planner included an area for repeating tasks , however now that I have a RollaBind organiser I have introduced another way to deal with repeating tasks , reducing the space I need on my home planner, meaning I could reduce the size of the form from A4 to A5.

The form has four areas:

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Dealing with repeating tasks in a paperbased system

Repeating tasks are important as they are frequently the small tasks that help make our lives run smoothly, e.g. reviewing project finances, tidying the house and phoning friends. However, they are also annoying when it comes to organisation systems. They do not need to be done every day so shouldn’t go on the next action list, but equally they don’t need to be done on a specific day (although it would be nice to maintain the routine) so shouldn’t be added as a day specific task on the calendar. So how do you deal with them?

I’ve struggled with repeating tasks and tried a variety of methods. I thought for a long time that digital was the solution, because the software knows when the task should be done next. However, when I used my Palm for this I found it frustrating because it converted the task into a date specific task which frequently went overdue and reduced the priority given to real date specific as they were off the bottom of the screen.

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My organiser – the remaining sections

My organiserIt is about time I finished writing about the remaining sections of my organiser. However, I have been procrastinating on this because I don’t find the remaining sections as exciting as the earlier ones because I haven’t developed them as much. The remaining sections are:

  • Waiting for
  • Agendas
  • Projects
  • Specific lists
  • Someday/Maybe
  • Reference

Waiting for

This section has been a revelation to me. The whole Getting things done system is worth it just for this section. I have tried to keep a record of work I’m expecting from other people previously, but it has never worked because it has been too closely mixed up with my own tasks. However, the idea of keeping a list of all the tasks I am waiting for is just so simple and effective I’m amazed I didn’t think of it myself. I am currently using a diyplanner template from the Classic core pdf.


Agenda

Again, this is another area of Getting Things Done which is simple and effective. Unfortunately I am not as good at using it as I should be, instead I tend to write my agenda items in my next action list! Again, I have been using a diyplanner template.

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How I successfully plan my day

When I first introduced the ideas from Do It Tomorrow and Other Secrets of Time Management all tasks that came in today were added to tomorrow’s list which meant I had a plan of action. However when I realised this wasn’t going to work and started developing my own system I realised I missed the daily plan of action which wasn’t provided with a complete task list which just provided a list of all the things I could be working on. I needed something to lead me through the day in a clear, productive and defined way, so I developed a today planner.

windowslivewriterhowisuccessfullyplanmyday-be2ctodaypage-thumb5.jpg

Morning routine

At the top of the page are the tasks I should complete every morning to ensure I am set up for the day.

The current initiative is an idea of Mark Forster’s, so I will let him describe it:

The idea behind the current initiative is that you start work every day by concentrating on one selected initiative. By focussing on one thing in this way you can move much faster than you could if you incorporated the actions relating to it into the task list.

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Organising my next action list (or my ASAP list)

The second section of my organiser is my ASAP list; these are all the actions that I could work on now and should be completed as soon as possible. Unfortunately because I’ve been following Getting Things Done guidance and writing everything down the list is long, but I know that everything is listed.

The concepts

The list is based on the idea of a next action list from Getting Things Done, but I have also incorporated some ideas from Mark Forster’s books Get Everything Done and Still Have Time to Play and still have time to play and Do It Tomorrow and Other Secrets of Time Management. Mark Forster is not a supporter of a to do list:

Since the tasks on a to-do list are unrelated to each other, the human mind is only too good at thinking up new tasks to go on the list. The result of all this is that to-do lists tend to get longer and longer. They take on a bigger and bigger load of items which are carried forward from day to day. This can only go on so long before the list gets torn up in frustration and the list-keeper breathes a sigh of relief at the new sense of freedom from the tyranny of the list.

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My organiser; the diary section

click for picture with notesI have struggled previously with paper diaries because of changing appointments which get messy and then confusing to decipher; I have therefore stuck with electronic diaries for the past few years. However I had inspiration in the hairdressers a few months ago when I realised they booked appointments in with a pencil so they can rub them out if they move. Such a simple tip that I had never considered.

I am currently using a standard DIY planner A5 calendar template. Its not perfect for my needs, but because I haven’t managed to create my own template I have adapted my use of theirs. You can read notes on the picture to help with the description by clicking on it.

The week pages

I want a diary which has appointment slots for each day so I can easily see when I’m in meetings and when I’m free. I also want a task list area for each day where I can add tasks which need to be completed that day. The template I use shows 24 hours and that is not necessary for me, between 6am and 9pm would be fine. I therefore use the space for 00:00 to 06:00 for repeating tasks. These differ from the tasks at the bottom of the day because they do not need to be completed on the day, but act as a reminder. I will write another post about how I deal with repeating tasks later.

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Introducing my organiser

My organiserOkay, I’ve gone on now for four posts describing how my organiser came into being, but have not yet described what it consists of. That is going to change now as I work through each section and explain what works and what still needs some attention. I’m afraid its not a great photograph, but you can see my organiser in another picture in a previous post.

Moraine Lake

As I’ve mentioned previously my organiser is based in an A5 ring binder. When I bought it the shop only had the one choice, frosted clear plastic. After using it a few weeks I decided to personalise it but sticking a photograph to the inside cover didn’t work as the glue wouldn’t stick the paper and plastic together. I thought it would be nice to change the photograph so I tried a cut down plastic document pocket and using the same glue as before the pocket has not come off. I currently have a picture of Moraine Lake taken on our honeymoon to Canada, but I think I should change this soon to something more suitable for summer.

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Paper versus digital organisation (part two)

This is part two of my post on paper versus digital organisation, you can read part one here

I previously owned a filofax at university which was pocket size so was great because it would fit into a handbag, but I thought it would be too small now with the way I wanted my system to look. I could see a lot of benefits to the A4 size for work, but I couldn’t see me using it at home. So I narrowed it down to personal or A5.

I borrowed my husband’s old filofax, a personal size. The first problem I encountered was the paper included was based around someone else’s organisation system and a very traditional one so did not match what I wanted. I borrowed some templates from diyplanner and drew out some ideas up for the more unusual forms.

Unfortunately it didn’t work for me. Although I think this was mainly because I found the filofax too bulky, but at the same time found it wasn’t large enough to fit the width of text I wanted. Hmm what to do? I felt the filofax was bulky because of the design being a sporty one, but I knew it wasn’t worth buying an A5 filofax when there was a good chance I wouldn’t use it more than a few weeks, but how would I know if I didn’t buy one?

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  • About

    My name is Kate Davis and I'm working towards a happier and successful life and this blog follows my journey. I work almost full time as an environmental consultant and project manager and I'm the mother to a beautiful two year daughter.
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