Get things done on the Mac and/or without Outlook

The dark side of the Mac:  personal productivity systems

As some of you may know from following my escapades on this blog, I have been a big proponent of the Getting Things Done (GTD) and Mastering Your Now (MYN) as personal productivity systems. At one point, I was pretty good - and very productive - using these systems.  A couple of years ago, however, I switched to the Mac and I lost a lot of momentum.

You see, I used to use Outlook as my "home base" for processing my inbox and managing tasks, and I relied heavily on ClearContext for managing my mail volume.  On the Mac, Entourage, OS X Mail, and Outlook don't even come close to the power of Outlook on Windows.  To make matters worse, Outlook on the Mac is not extensible so there is no way to do anything like ClearContext on the Mac.

I tried OmniFocus and a number of other tools, but never could find one that became a habit, so they all fell by the wayside (usually after a couple of days).

I found a personal productivity system I like on the Mac!

I have good news - I've found a personal productivity approach that is a) familiar, b) works well on the Mac, c) has a mobile approach that works.  This one comes from my old friend Michael Linenberger (creator of the Mastering Your Now (MYN) system - that's him in the video freeze frame).  A few weeks ago, I found out Michael had created an online offering for Master Your Now ToodleDo Video Training.  He has done a lot of work to apply his MYN system to a pretty powerful cloud-based task management service called "ToodleDo."

I bought Michael's video course (as I write this, the price is discounted - not sure how long that will last), and I have been using ToodleDo and MYN as my new home base for tasks.  I really like the system.  Not only does it work extremely well on the Mac and my iPhone, I find that I actually check in on my tasks regularly

It fits well with inbox processing, as I can send emails to ToodleDo to automatically add them as tasks on my list.  There are also some intuitive "commands" you can add to your subject line to adjust the priority, start date, and more on the task right from your email (I'm using OS X Mail).

This MYN/ToodleDo system will work with pretty much any mail system on pretty much any OS - a big plus in my book

ToodleDo customized for MYN

I'd used ToodleDo in the past, but it didn't flow well for me. Now, Michael Linenberger has collaborated with ToodleDo and has implemented a quick setup method that optimized the settings to support MYN.  That made a huge difference by reducing clutter in the UI and making it simple for me to understand and use.  There are also instructions in the course on how to configure your mobile client to work in this new way with ToodleDo (the mobile instructions are manual, but short and easy to follow).

With this setup in place, all your sorting, columns, default values, and so forth are set up as they need to be to make MYN easy with ToodleDo.

Why do I like MYN?

MYN is very similar to GTD, but I find it to be a bit more prescriptive - just enough to make it work better for me.  The philosophy with GTD is "Do what you need to do for the system to work for you" which doesn't alway work as well for a distraction-prone guy like me.  GTD also relies heavily on "Contexts" to drive what you do - do the thing that matches the place you are.  I had a tough time with contexts, and never felt effective in that aspect of GTD.

In contrast, MYN is more of a "Do it this way" kind of system, which is what I need when it comes to time management.

For example, MYN cares a lot about when you want to do things, and less about where you want to do them.  The diagram on the right illustrates what I think of as the "MYN Zones" for when you want to get things done.  The Critical Now tasks are ones that must be done today (they are the "If I don't' get these done I've gotta stay late" tasks).  The Opportunity Now tasks are ones you'd like to get done within the next 10 days.  The Over the Horizon tasks are analogous to the "Someday Maybe" list in GTD - you want to get them done someday, but if they don't get done it's not the end of the world.

Limits are good

Within these "MYN Zones" it gets even more structured - you should have no more than 5 Critical Now tasks on any given day, and no more than 20 Opportunity Now tasks.  Everything else should be in the Over the Horizon bucket, which can be as big as you want it to be.

I find this budgeting method to be a great forcing function as a safety valve against over-committing (that's a big problem I tend to have).

Summary

I'm just scratching the surface here, but my summary is this:

• After years of frustration I've found a personal productivity scheme on the Mac that I can actually use and stick with.
• I am a big fan of Michael Linenberger's Master Your Now ToodleDo Video Training.
• Using ToodleDo with the Master Your Now ToodleDo Video Training is really powerful.
• This method will work very well for those of us not using Outlook, and/or not using Windows.
• The ability to use this consistently on my desktop, from a web browser, and on my iPhone is very powerful.

Would love your feedback and war stories regarding productivity on the Mac - particularly if you're a distractible type like I am.

[Updated] Beeminder - put your money where your mouth is

How many times have you said you were going to do something, then seen your commitment evaporate?  I know it's happened to me.  In the past, I've written about how to overcome procrastination, how to turn to coaches and other 3rd parties to help keep you on task, etc. But what about online tools to help keep you on track?

Recently, I was contacted by the creators of an interesting productivity service called Beeminder and I was intrigued enough to give it a try. Beeminder is an innovative approach to help you commit to specific goals, and stay focused on them. What’s the secret sauce? If you don’t do what you said you’d do, it will cost you money. In other words, it creates accountability by getting you to put your money where your mouth is.

The premise is pretty simple:

• You decide on a goal and commit to it.
• You decide on a dollar amount as a "penalty" you'll pay if you don't meet your commitments.
• You agree to Beeminder's "contract" (including an "I promise not to weasel" clause) and commit to your penalty amount. Right now, looks like $5 is your only choice - I suspect that will change at some point.
• You use Beeminder to track your progress.

Beeminder tracks daily progress against your goals to help you monitor whether you are on track or not.  You can report progress via email, text message, or directly on the site.  You also receive daily email updates from Beeminder to let you know whether you're on track or not.

Follow the Yellow Brick Road

In tracking progress against your goal, Beeminder has a very good visual helper that I like a lot.  They call it the "Yellow Brick Road" and it is the sweet spot of progress against your goal - here is a sample of my graph (at right).  If you want a better illustration, check out the example from the Beeminder site.

In my case, my commitment is to blog 4 times per month (I know some of you have noticed how occasional my blogging has become, and I want to change that).  I also have my own internal guidelines about what it means to "blog" 4 times a month - for example, I'm talking about original content (not reposts), and the posts need to be long enough (I don't have a hard guideline on post length - but I know it when I see it).

I've established daily milestones toward a weekly blog post, and my goal is to stay within the bounds of the yellow line (my Yellow Brick Road) or above it, which means I'm ahead of my goal.  If it falls below the yellow line, I have a short amount of time to correct it, or I pay my penalty (in this case $5) to reset my goal.

The effect is cumulative, too - the first time you miss your goal, it costs what you committed originally, but each time you fall off the path, the price goes up - very motivating. Here is the formula for increases, per the Beeminder site:

What exactly is the exponential fee schedule for subsequent derailments?

Going off your yellow brick road the first time costs nothing, the second time (if you chose to unfreeze after the first attempt) it costs $5, the third time it costs $10, then $30, $90, $270, $810, etc. In general, the cost of going off the road the ith time is:

You can chicken out at any time, of course.  Which leads me to the next point...

It's free if you stay awesome

One cool thing about Beeminder is that it will cost you nothing if you meet your commitments - you only pay when you fail to do what you said you'd do, at which point you have to pay to reset/restart your goal.  I think this approach is pretty cool - they provide a great tool to help you track your progress, and it stays free if you adhere to your plan.  Mess up, and you pay the site's owners - yep, they reap the rewards if I don't do what I committed to, which is a fascinating business model.

A lot of thought has gone into this approach, from what I can tell - there is a good overview about Beeminder on the site that goes into a lot more detail, and I suggest you read it if you're considering using Beeminder.

On Goals and tracking

You can pick just about any general goal, but I encourage you to think about what daily progress looks like, as Beeminder expects you to check in daily.  They provide a bit of guidance on this on the site, as well as some specific guidance if you want to use Beeminder to track weight loss.  More on that, plus general information about the approach and "akrasia" are detailed on the Beeminder blog, in the post "The Magical Widening Yellow Brick Road."

Update: I was having trouble figuring out how to effectively track my goal, which has a weekly "deliverable" rather than a daily cadence. I just spoke with one of the Beeminder founders and he pointed me at a great blog post on that very topic: Chunky Time! - it's a must-read if you have a "chunky" kind of goal.

Give it a try

If you need a little help overcoming procrastination, or some extra motivation to keep you focused on your goals, I recommend taking a look at Beeminder.  I think it provides an interesting, innovative, and motivating method to help you get more done.  You'll know whether I succeed or not - it will be measured in blog posts per month.

If you try Beeminder, let me know how you fare!

How "IFTTT" can make you seem smarter

Recently, I heard about a service called "If This Then That" or "IFTTT" while listening to the Mac Power Users podcast.  IFTTT is a free automation service that can do a lot of things for you online, automatically.

On their site, there are a bunch of building blocks to help you create automated actions, along with a whole collection of "recipes" other people have created that you can just use for your own purposes. Some examples of recipes:

• When Facebook profile picture changes, update Twitter profile picture
• If its raining tommorow, send me an email!
• Thanking people in Twitter when they mention you or RT (note: this is a bit of overkill - I tried it for a few hours - it was too much)
• star ★ a Gmail, send it to Evernote

And there are a whole lot more.  I am still an IFTTT novice, but I have stuck with one recipe I really like:

Since I've started using this recipe, every morning I get an email that tells me 10 current events or relevant news stories that I can use to seem "up" on current events.  The stories tend to be a bit technology biased, but that is a perfect fit for me.  For example, the one I got this morning was:

Of course, this information is available on a "Business Insider" web page, but I love having it waiting there piping hot in my inbox every morning so I don't have to remember to go to the Business Insider site to catch up on things.

As I mention, I'm a newbie with this so I'm just scratching the surface, but this particular automation "recipe" has made me hungry for more.  If you find a recipe you really like, please drop me a line and let me know about it.

The Top 5 Things For Greater Productivity

I was just reading a great article by Brett Nelson of Forbes, called "Eight Secrets To Getting More Done In 2012."  I love the ideas he's assembled, particularly the one about "Hourly Gut Checks."

With his post in mind, I have an idea of my own to contribute:  The Top 5 Things.

The Top 5 Things

This is a pretty simple concept that I use, which I find to be very useful:

1. Start with a "mind sweep" as prescribed in David Allen's Getting Things Done methodology - get everything out of your head, out of your inbox, out of meeting notes, etc. in to one big list.
2. When you sit down to plan your week, look at this list and pick the top 5 things you need to get done this week from the list.  Try to pick the 5 things that will have the most impact or drive the most progress toward your most important goals.
3. Write your Top 5 on an index card.
4. Carry that index card with you, and review it regularly to help you focus on what is important.  As things get done, mark them off.
5. Repeat the process.

You can do this weekly, or just wait until you've done your top 5 - figure out what works best for you.

Another thing I've found useful is to use the back of the index card to record the "in the moment" priorities you end up working on, so you can review the things you chose to work on instead of your top 5.  This can be helpful in figuring out what (or who) is undermining your productivity.  Sometimes you'll find your doing it to yourself.

Got any tips of your own?  Please share!

Evernote, convenience, and habits

I was recently catching up on some of my favorite blog stops, and just read an article from a few months back on the Success Begins Today blog, where John talks about the lovely marriage that is Evernote+iPad 2.  John and I are usually of like mind, and our fondness for Evernote is no exception.

Background

I'm a long-time user of Evernote which, if you aren't familiar with it, is an excellent capture and recall tool for storing all kinds of digital information.  You can take pictures of things and add them as a note, you can type things in, you can forward emails and PDF's to it, and much more.

Everything you send to Evernote gets indexed and stored in your account on its cloud-based service.  Once the information is indexed, you can quickly retrieve it based on tags, location, or keyword searches (it will even convert text in pictures to a searchable form - it is awesome for retrieving pictures you've taken on whiteboard diagrams with lots of text on them).

Evernote offers a robust free account, as well as a subscription option (faster indexing of your files, and more monthly storage - most people will be fine with the free version).

Evernote makes it easy to collect and interact with this data - you can run desktop clients on your computer, access it in a web browser, or from mobile clients on most tablets or smartphones.  Very simple.

Challenges

For me, the hardest things with adopting Evernote were:

1. Developing the habit of using Evernote
   • The number of clients available for Evernote (see above) makes this easier but, like with any new process, it took me a while to develop the habit of entering my notes into Evernote.  I wish there were some magic potion that would make this easy, but I don't know of one.
   • One thing that can help is to ditch your paper notepad for a while so you are encouraged to take notes directly into Evernote.
2. Taking notes directly into Evernote in meetings
   • There were a couple of problems in this area:
     • first, my computer was a bit bulky so I didn't carry it around to all my meetings;
     • second, the soft keyboard on my phone or iPad were kind of a pain to type on and I ended up spending more time concentrating on finger typing than I did on the contents of the meeting.
   • The best solution I found for this was to get the Zagg ZaggFolio for my iPad 2.  This is a combination iPad 2 case and Bluetooth keyboard.  When I use this in combination with the Evernote iPad app, I can use my touch-typing skills to easily take notes in my meetings.  The iPad's 10-hour battery life plus the long life of this keyboard (I charge it every month or two) makes this a much better alternative than my laptop.

So, if you're looking for a great way to centralize all your meeting notes, easily retrieve them, and you have an iPad, I think this is a great solution.

Choices and forcing functions

I'm going through a strategic planning process right now.  It's very liberating - you can start to redraw the boundaries, constraints, and reassess the pre-existing conditions of your business.

One of the challenges is not trying to commit to doing too many things.  A long time ago, I realized something that seems counterintuitive, at first glance:

Sometimes you have to limit your choices to expand your opportunities.

What I mean is you need to force yourself to focus on fewer things so each one of your focus areas receives sufficient investment to allow it to succeed and thrive.  One of the mistakes I see companies make (lots of them, not just mine) is to spread themselves too thin.

We often think of a "shotgun" approach as hedging our bets.  In a way, that's true, but dividing your organization's attention across too many different initiatives more often results in frustration and failure.

So, what can you do?

Some techniques can help:

• Drive to your top 5. You have lots of options, and you probably have a group of people you need to get on board with your priorities and commitments.  Getting a group to agree on a short list is challenging, so your first step should be to try to get to reasonable alignment with five target areas.
• Get clear on your top 3. This will take a while, but if you can get the group to agree on the top 3 areas of focus, that is real progress.
• Drop the bottom 2. Now that you know your top 3, it's time to say "no" to everything below those.  It will be a test of your mettle, but it's important.
• Pick your #1. You've got a list of 3 important things - now, pick the one that is the most important.  It will be your cornerstone.
• Align your resources to your #1. Allocate at least 67% of your resources, time, etc. to your #1 priority (that's a minimum - allocating more to #1 is even better).  The remaining 1/3 of your resources can be budgeted to the remaining 2 items (the mix there is less important, as long as you don't ever allow your commitment to #1 to drop below 67%.
  • I realize you may not be able to make the shift all at once, but give yourself an aggressive deadline, then plan and execute to have the resource shift in place by the deadline.
• Hold the line. The old saying, "No pain, no gain," holds true here - it will be a difficult transition but well worth it in terms of focus and execution.

This transition can be a very liberating one, if you do it deliberately.  There is huge value in setting clear guidelines to drive decisions of what's in, and what's out - especially when it comes to how everyone in the organization spends their precious time and the company's precious money.

Anything to add or challenge from your experiences? I'd love to hear it.