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ORGANIZATION FOR RIGHT BRAINED PEOPLE:

 

 

 

I could use some help.

I feel that a To-Do, Memory, Pending (whatever you want to call it) list is essential to keep an uncluttered work space and also an uncluttered mind. Activities whether personal or business related are noted and possibly the location of documents and any deadline. Things are thus not forgotten and papers are not the method of reminder--since they often get buried and Forgotten!

 

Now to the problem...how to accomplish this same task for the strong Right brain person. The noting of to-do's is a tedious and obsessive task to them.

 

I would love to hear from those that have overcome this for themselves or for clients. Did you find a motivation or was it just a matter of saying (to yourself or client) try it and you'll like it???? TIA

 

Traci Thomasson-NAPO Member

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Traci:

 

As a severe right brain person.. I also would like to hear from those who feel constrained by the to-do lists/priorities/etc.. because they were all developed by left brain people.

 

I have been doing a lot of reading and studying to try to capitalize on my strenghts and still accomplish the oranizing.. One of the most helpful books I have read is "Time Management for Unmanageable People" by Ann-McGee Cooper...

 

Look forward to hearing from some right brainers <g>

 

Bill McCabe Champion Business Systems Inc.

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Bill,

 

I too am "severely right-brained" and have read the same book. The title drives me crazy! It 's just that we are unmanageable by the left-brain standards. We can get lots done, just don'e expect us to do it in abcde fashion. I will get to "e", but I may do b-a-c-d first and in that order.

 

I just picked up your message and it is late ...I will chat more in a day or so. I have found that book to be most liberating and affirming. I would like tohear what worked for you. I have found that the execu-card system works best for me....I gave up the typical daytimer except for the month at a glance after I understood why it didn't work for me. i.e. - on a section of my day-timer, out of mind...never to be seen again!

 

Carol

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I've been using a Franklin planner for several years now and find that it meets most of my needs for scheduling, planning, "to-do" lists, etc. I like it because you can easily customize it to your needs. The most important rule is to have *only one* organizer/calendar in your life. I use the smallest version so I can easily take it wherever I go and not be tempted to leave it behind. Check out a Franklin store if you have one nearby, or call them at 1-800-979-1776. No, I don't work for them, I just love their product.

 

If you prefer an online alternative (if you're one of those lucky souls with a decent laptop) then you might want to check out the LOTUS Organizer software. It is set up like a binder and is very user-friendly and easy to customize. I had the program at my last "real job" and liked it alot. Again, tho, I wouldn't recommend trying to maintain both an online and an offline organizing system.

 

Good luck!

 

Karen Stanley

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Karen,

<< The most important rule is to have *only one* organizer/calendar in your life.>>

I would just like to throw my 2 cents in here. Seems this thread has tried to address "right brainers", and a few really interesting ideas have been posted.

 

As a Professional Organizer, I find it very important in my practice to avoid "rules" for organizing...I have and recommend very few. What may work very well for one person can be a severe inconvenience for another.

 

I also use a fairly small planner, as I've found that I, too have a tendancy to leave the larger ones behind. I am far more efficient when I have my planner with me at all times. I do, however, supplement my planner with another organizer which I mostly leave at home, or take with me in my briefcase if I'm going out of town...that being a "work organizer". Where my portable planner organizes my information chronologically, my work organizer manages information by topic.

 

I do use only one planning calendar, but as far as a rule to have only one organizer in your life, my separate desk-size system supplements my planner, so there's no overlap. Works for me!

 

Jackie Tiani, NAPO Member

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>> I also would like to hear from those who feel constrained by the to-do lists/priorities/etc.. <<

 

I don't know if I'm right brained or both brained, but I CANNOT use an organizer, a calendar or to-do lists. Period. About the only thing that works for me is post-it notes on the computer monitor <g>. In truth, I carry all of it in my head...if I write it down I lose it. Or I put a post-it on the monitor. I shoot for the closest deadline first. And somehow, I manage to remember everyone and get everything done. Not sure how. There doesn't seem to be any method to the madness...and organizers take too much time, and are annoying.

 

 

- Pat Olson

Page Perspectives

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>>I have been doing a lot of reading and studying to try to capitalize on my strenghts and still accomplish the oranizing.. One of the most helpful books I have read is "Time Management for Unmanageable People" by Ann-McGee Cooper...<<

 

I am in the same situation and have also read this book. While I found the book to be very good, it also had some side effects. I have found myself using the book to justify some of my most disorganized activities. When my wife complains about the mess in the basement I call my home office, I pull out a copy of the book and show her that it is perfectly natural for me to work in a mess. I'm not sure if that is right or not, but I have found an awful lot of comfort in Cooper's book.

 

Jim

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Bill,

 

do you find that using a "wizard?" would be a little like putting active files in the drawer of a filing cabinet...."Out of sight..never to be seen again?

 

I read Joe's post about the post-it notes. Check my message to him.

 

I do like the scan-card system...It has helped me keep things in front of me that need to be done. I have a large one and do not carry it with me, because I have left too many planners behind! I like it, I just take the cards with me and tuck it inside my small dayrunner. I use only the month at a glance and the address section of my book. I occasionally use the section for the individual day if I need to note an address for an appointment etc. also started using it to note mileage.

 

I am enjoying this thread.

 

Carol Hiestand

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Carol:

I too am enjoying this thread.....

 

Could you explain to me a little more about the scan card system and how you use it.. It sounds like something that I might be interested in.. By the way, I agree with you about the "Wizard", it wouldn't work for me becasue it requires me to extract something from it... ( I would prefer something that prompts me to action or reminds me instead of me doing something to it)..

 

Bill McCabe

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Bill,

 

The scan card system consists of a binder, with "pages" that have slots for 3x3 pieces of card stock type cards. You can write anything on them that you want, arrange them however you want and then rearrange as you need to, rather than writing and re-writing lists. It works much like what Joel was describing in his "article." My husband has the information on how to get them...I will get it from him when he gets back this weekend and let you know.

 

By the way...do you have trouble remembering to record mileage? I finally found a way to make it work. I bought the smallest, but brightest neon post-it notes I could find, and put them in the car. Now when I get in the car, I put a blank post it note on the speed-meter display...when I can't miss it, reset the mileage meter ( or you could write the odometer reading) When i arrive, I always see it because it is right by the clock, which I look at often and Of course, I look at the speedomether (after finding out the hard way that it is no use to try to speed in NW Suburbs) So I take it off, stick it in my MINI dayrunner which has week at a glance and put it on the appropriate day.

 

My husband will thank Joel for that one! I keep thinking I would like that post-it method. I would be interested in knowing if it made sense to you too.

 

Carol

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I was just thinking since I posted that note last night about the scan-card system etc. You mentioned a "cork board" and I do have a bulletin board, which is just another useless place. I wonder if I used it for the purpose you are talking about that it would be useful. the magnetic album idea intrigues me (see note to Joel) but there is something about putting things in a book....even the scan card system, I tend to only look at the first pages that the book opens too!

 

I will be interested to hear about your bulletin board venture!

 

Carol Hiestand

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>> I feel that a To-Do, Memory, Pending (whatever you want to call it) list is essential to keep an uncluttered work space... how to accomplish this same task for the strong Right brain person. <<

 

If they don't want to keep a list, then it would seem that the only other possibility is for them to improve their memory--maybe with a memory improvement course? Or, maybe they could tie lots of strings around their fingers <g>.

 

Otherwise, a list is the only way. To make it less painful, I have found that a computer based system is the easist, since you don't have to do a lot of double entry. I have looked a lot of PIM's and am not totally satisfied with any, but for the last few weeks I have been using ECCO Lite (free for downloading, GO ECCO), and find it quite useful. It is based on an unusual design utilising outlines and spreadsheet-like columns. Merely, by checking or filling out dates in certain columns, tasks can appear on different lists; like a call list, hot list, or daily calendar. To-Do's that don't get done automatically rollover to the next day, and so on until they are checked off.

 

Because of the unusual design, this program as somewhat of a learning curve, but that is where you come it, right? Teach those clients how to become organized.

 

I am a technical type and not very well organized, but I am a computer consultant and am looking for a PIM to recommend to clients. I would be interested in some feedback from you organized types as to your feelings about ECCO or other PIMs.

 

James, San Diego, CA

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James,

I am not really organized and have been lurking here to get some ideas. I

have been using ECCO for a couple of months and really like it. The learning

curve is steep but the flexability is great. I have the PRO version and have

also purchase a Managers Template from the ECCO forum. This helped me to get

started and gave me some ideas on what you can do with ECCO

 

- Allan Green

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Traci,

 

I know what you mean about needing to organize such things. I have come to depend on my PIM to keep me from loosing my mind (and in some cases, my credibility). If its not in my organizer, its frequently forgotten.

 

You didn't mention if you regularly use a personal computer in the course of your business. If you do, there are a number of packages on the market which are quite useful. I use a package from Polaris called Packrat, but wouldn't recommend the current version due to its complexity and a reputation for being somewhat unstable at times. The new Sidekick for Windows is receiving some good press and I know of several personal friends who are very pleased with the package. There are a number of other packages out there for both Windows and the MAC. I believe there is even a forum somewhere here on CSERV which deals with these little gems.

 

Let me know if this helped or if I can give you any other information.

 

Stan

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Traci:

 

I've successfully used and shared "mind mapping" or "idea mapping" techniques as organizing tools.

 

An "idea map" is a non-linear approach to a topic.

 

Make a circle in the middle of a piece of paper (oriented landscape). Write in the circle "To Dos" ...

 

build branches to wherever on the page and freely draw or otherwise describe the to dos ... when you're done the thing could look more like a cartoon than a linear, lefty list.

 

It's motivating 'cause it's fun and utilizes right-brain skills to create.

 

Sadly, there's no PIM out there that will do this ... so for those computer programmers out there, you lurking?

 

Don

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Don,

 

<<I've successfully used and shared "mind mapping" or "idea mapping" techniques as organizing tools.>>

 

I'm familiar with the concept. Was there a particular book that described the technique in managable terms that you read?

 

<<Sadly, there's no PIM out there that will do this ... so for those computer programmers out there, you lurking?>> I agree!! Let's hope those programmers are lurking and ready to tackle this one!

 

Traci Thomasson-NAPO Member

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Traci, mindmapping--we call it "clustering"--is nicely described in, "Writing the Natural Way," by Gabrielle Lusser Rico, available in paperback. It changed our (my wife's and my) life! In the years since reading about it, we use clustering to organize projects, presentations, our day, our thoughts, writing, and more.

 

N'omi (my mate) has invented a system she calls "The Petek System," after the Hebrew word for, "important little piece of paper." She uses the 3"-square Post-its, and makes columns for them, using, for instance, "magnetic" photo album pages. We print the columned paper out on the laser printer, and slip it under the plastic on the pages. This allows us to place the "peteks" in sheaves, with the bottom half-inch of each protruding under the one on top of it.

 

This is reminiscent of Scan-Card, but better because you can stick the peteks on your journal pages. There's more to it--in fact, I'll be glad to e-mail you a column I wrote about it (in CAE magazine), if you are interested.

 

Also, I found at CompUSA's checkout a plastic box designed to hold two diskettes--in fact, it comes with two. It is just about perfect for my pocket peteks, and looks sufficiently slick & sexy for this expensive consultant to whip out at meetings. :-) In fact, it makes as much of an impression as the Newton I dumped last year...

 

Happy org'ing!

Joel

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Hi Joel,

 

Nice to see you lurking here. Welcome! 'Been a long time since we've talked.

 

To pick up on and embellish the thread about mindmapping or clustering, there are two pieces of info I'd like to contribute. There is a book called Mindmapping by Joyce Wycoff.

 

AND...for all those folks thinking no software exists for mindmapping, I called our NAPO colleague Rick Allen in Brookfield, CT today, who uses a software package for mindmapping ALLLLLLL the time to get the naame of it for all of y'all who are interested. It's called IInspiration and it's available for Mac and for Windows. Rick said it's available mail order and possibly in retail and is in the $130 price range.

 

Happy 'mapping', friends. By the way, the concept is something _I_ use ALLLLLL the time in presentations and, in my opinion is particularly good for all of the right-brainers among us. It allows ideas to be generated randomly, yet organized along the way...a great cross-over tool for right-brainers not wanting/seemingly-able to 'conform' to list-making. It's a great tool for planning literally just about anything and requires nothing more than a writing surface and a writing implement, at its most basic level <s>.

 

Paulette Ensign NAPO President-elect

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PMJI, but I would love to read your article. I read "Time Management for unmanageable people" and when I was telling my husband about it, he suggested his old Scan-card system which he never liked. (We realize now, it was reccommended and used by his right-brained boss and my left-brained husband found it useless! ) I have found it much more helpful than a regular planner, but it is pricey...aren't they all... and I would not want to spend the money for one if I didn't have it.

 

So, at last, a use for magnetic photo albums. My business is helping people learn to get their <pictures> out of the magnetic albums and into archival scrapbook style albums. I represent Creative Memories and am also a Chicago NAPO chapter member. Now I can tell them what to do with those magnetic albums.

 

Carol

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Joel,

 

You really have me going on this post-it note thing! I keep looking at my scan-card system, wanting to use post-it- notes. Maybe I will just have to buy (oh horrors!) a magnetic album (I'm whispering)! Just don't ever tell anyone that a Creative Memories instructor actually bought one of those things....oh well, everything has it's use....or then again, the corkboard sounds interesting...see, that's just the trouble with us RB people...everything sounds exciting and something worth looking into!

 

I'll keep you all posted in my journey, learning to work with instead of against my style.

 

Carol Hiestand/NAPO Chicago chapter

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Jackie:

 

I use on organizer but also use a computer on a daily basis. We use Goldmine for contact management and have a great deal of our business related to contacting a person in our database and then either sending them something or making plans to contact them again.

 

I do have problems with the two organizers because sometimes the info is not the same. I think I am going to have to stick to my computer generated database because a significant portion of my work is already there..

 

Anybody else out there use contact management (goldmine,ACt,Telemagic) at work for an organizing system ???

 

Bill McCAbe

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Bill,

 

I do use ACT!, but only for prospects. It works really well for managing "leads" types of contacts for me, and enables me to send out mailings with ease. Once a prospect becomes a client for me, I run into the same problem you describe. I input the name into my Sharp electronic organizer because I always want to have the information with me, but it is strictly a manual process keeping the information in sync with my computer database (I use Timeslips with an accounting link to Quickbooks). My Sharp has a pc-link, but it's only useful for backing up (ie, it doesn't link with commercially available accounting or database software).

 

jackie

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Pat:

 

I appreciate your perspective.. I have taken to using post-it notes since reading "Time Management for Unmanageable People - by Ann McGee Cooper " and have been impressed with that...

 

How do you keep everything in your head and do you ever miss an important deadline or appointment ??

 

Bill McCabe

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>> How do you keep everything in your head and do you ever miss an important deadline or appointment ?? <<

 

I honestly can't say how I keep it all in my head. It's always been something I could do. It was always a wonderful skill to have in school. Good grades made easy. I don't get to claim any credit for it..something I was born with?

 

I haven't ever missed an appointment or a deadline because I forgot one. I have* missed an appointment by writing the darned thing down on the wrong day in my appointment calendar.

 

I usually have at least 3 or 4 projects going at any one time. I keep each one in a separate folder on the corner of the desk. I make pertinent notes regarding upcoming deadlines on post-its on the front of each folder, and I look through the stack at least once each day...sometimes twice. I guess my most important organization tool is to not let the important things get off my desk into an obscure pile. I keep them in front of me, usually highest priority stuff on top. Then I just concentrate on the most important task at hand and forget the rest of them..they'll still be there when I finish. Not very elegant, but it works.

 

I am reading Steven Covey's "First Things First" and find very many valuable ideas for keeping the big picture in front of you...like feeding the goose that lays the golden eggs (taking care of oneself), but I can see that his system will require a bit of work to implement, although, from what I see, it is likely worth every bit of effort.

 

- Pat Olson

Page Perspectives

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Jim:

 

I'm glad you have found some comfort in the book.. I as well feel that the book is a two-edged sword... On the one hand it explains the way we are and on the other hand it sort of says that being that way is OK.. I felt it could have gone a little further in trying to give examples of how to improve your organization skills and overall perspective of a right-brainer.

 

I hope this thread is helpful for you..

 

Bill McCabe

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>>I hope this thread is helpful for you..<<

 

It is helpful. I have just purchased a corkboard for my office walls and am listing the things I need to do on 3x5 file cards. I tack them to the corkboard in columns, according to their importance. As things become more important, I shift it over one column to the left. It is just big enough and colorful enough that I hope it does me some good.

 

My biggest problem is that every system works great for about two weeks, then I begin to lose interest in it. One thing I am finding out is that I do prefer hand-written organizers to PC-based ones. I think there is something about writing down what I have to do that makes it more impressionable. Maybe it seems more permanent to me as it is ink on paper and not some magnetic fields on a piece of metal.

 

Jim

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Jim:

 

I think the corkboard is a great idea.. I am going to purchase one because I think you can do a great deal by visually surveying what you need to accomplish in a certain length of time. As the sticking with it I have found it helps to have another co-worker to comisserate with and keep me on focus for all my projects.. Not necessarily the person who you report to but someone else who you can compare notes with etc..

 

I'll let you know how I do with my corkboard..

 

happy organizing..

 

Bill McCabe Champion Business Systems Inc.

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Jim

 

I'm glad to know that I am not alone - I also try new systems about every two weeks. I wish that I could find one and stick to it for longer. The only thing that is constant in my life (in terms of organization) is my daytimer - I use the Priority Management System. I, like you, also prefer writing things down on paper instead of on the computer. Also - it is more convenient to take the daytimer with me to meetings.

 

One habit - I wish I could stop however is writing notes on little scraps of paper - this drives me crazy - I find I am always looking for that "certain note".

 

Anyway - I will keep reading this thread looking for more info and support in this area!

 

Jane

WFL Consulting Services

Vancouver Canada

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Jane-

 

You might want to establish a single section in your DAYTIMER that serves as a Master To Do/Notes list. Select a simple page format that appeals to you--one with lines and a check off column to indicate completed items, perhaps. Give it a Tab in your Daytimer and discipline yourself to put every single note to yourself there and no other place. As pages get filled up and the section gets too thick, you can take old ones out of the book and archive them in a box in your office--for future reference.

 

If your scattered notes tend to be things you need to discuss with other people, an alternate technique is to create a "CONTACTS" section in your DAYTIMER, giving each person you have regular contact with a separate page-- E.G. Partner, Staff, Boss, Accountant, Lawyer, Spouse, Child, etc. Every time you think of something you want to talk to that person about, you turn to their page and write it down. When you do finally speak to them, it's easy to turn to their page and go right down your list of items with them, checking them off as you go. These lists can also be saved and archived as a diary of your contact history with them.

 

Of course, these techniques can be used with an Day Planner system, not just DAYTIMER.

 

Hope this helps,

 

Julie Morgenstern - NAPO Board Member

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ane,

 

FOr some reason, can't pull up your original message, so I will just jump in here. did you read my message to Bill McCabe about the scan card system...You sound like you function al lot like I do. And the master to do list was just someplace else I wrote things, never to be seen again. I have found the scan card system, or even the post-it system that Joel has to be suit my style much more.

This is hard for left-brained people to understand.

 

Asking a right-brained, creative person to think, act and organize like a left-brained person is like asking a right hander to write with her left hand. Can be done, but causes great stress, is not very efficient, and in general, causes more frustration than it solves.

 

The two best resources I have found are :

 

Organization for the Creative Person - Annie McGaw Cooper

Organizing for the Creative Person - Dorothy Lemkuhl

and have had recommended to me - Get organized in spite of yourself

 

Read them and see if you can relate to what they say.

 

Carol Hiestand

NAPO Chicago Chapter

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I posted the article here as a message, Bill. Re mind-mapping: The "clustering" process described by Rico in her book is simple--put the thought or idea you want to cluster in a circle in the middle of a page, then without thinking about it, jot down thoughts that occur to you about that central thought, draw circles around them, and connect them to the center in whatever way appeals to you. Try to stay unfocused, so that your right brain can dump. DO NOT do it like an outline, or you lose the benefit of the process. After a few minutes--usually between five and fifteen--you get a sense of completeness. Then you can go and create an outline, or just start writing, or planning, or speaking. Many clusterers find they do not need to refer to the cluster; the act of doing it was enough.

 

For bigger projects, like books, cluster the main idea, then on separate sheets of paper take words and thoughts that came out of the first cluster, and cluster them.

 

If you bog down, doodle--go over the lines, add arrowheads, decorate, until you can go on. You'll know when you're done.

 

Joel

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Hi Joel

 

I like this "clustering process" you have described. I have been doing it for years and didn't know that it had a title. I find it to be very helpful. It also allows the creative side in me to emerge. It is easy to get bogged down in detail - not allowing ourselves to solve problems in as creative a manner as possible.

 

I find this process works really well using clean, fresh white paper and my own box of coloured markers (which I hide from my kids!) Anyway it is a fun way to get some important and worthwhile work completed.

 

Regards

 

Jane

WFL Consulting Services

Vancouver Canada

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Here's my article; it's a bit long for a forum message, but it's under 5k bytes.

 

Personal Productivity: Peace with Peteks

Joel Orr

(from CAE magazine)

 

I want to tell you why I just got rid of my Newton, and what Im using instead.

 

In the early seventies, I used Day-Timersand bought add-in sheets to deal with the stuff that didnt quite seem to fit. In 1975-76, I used the Dutch Seven Star systema tiny leather-bound loose-leaf notebook. I liked it better: Tasks didnt have to be rewritten month to month.

 

Then I tried Day-Timer plus a spiral-bound journal of phone calls, meeting notes, promises, article ideas, and so on.

 

What wasnt getting taken care of was my to-do list. Copying my to-dos every day got old fast, so I used notes referring back to the date of the item. But out of sight, out of mind. Important items got lost.

 

Then I put my to-do lists on blank add-in pages. I listed only the items I planned to do that day. Great until the list got too long.

 

I struggled with my Day-Timer and the many odd slips of paper that modern men and women are heir to. A system based on T-shaped cards that fit into slots seemed promising. My wife, Nomi, pronouncing them worse that what I had plus unwieldy started working on a system for me just as 3M Post-it Notes came on the market.

 

Nomi stapled several file folders together book-style, ruled two three-inch-wide vertical columns on each page, and wrote titles at the bottom of each column: WRITE, CALL, GO, TODAY, and so on. She told me, Heres your Petek SystemC:

 

- Every message, idea, promise, appointment, errand or other TO DO item gets written on a petek (our name for Post-it Notes).

- Write the heart of the message across the bottom of each petek . For instance:CALL: Joe Smith, or WRITE: XYZ Proposal.

-Write the rest of the message above that. It will only show when you want it to.

-Stack the peteks from the bottom of the columns.

-Let them overlap, in sheaves, so you can just see the bottom line of each petek.

-Move peteks to the TO DO column when youre ready for them.

-Collect messages for others in columns with their names. Move them to index cards and pass them on, from time to time during the day.

-Put project names at the bottom of columns, if that works for you.

 

And this is what we've been doing for years except for occasional disappointing excursions into high-tech solutions.

 

Then its back to what works. All company messages are written on peteks. This prevents wasteful rewriting of messages, as well as disastrous mis-copying

 

Messages for others have who the message is for and who its from on the bottom line; the date and time in the upper corners; the callers organization and numbers just above their name; and their message in the middle of the petek. Messages are transferred from person to person sheaved on index cards headed Joel or whoever.

 

I post them in my personal notebook for returning the calls or recording the information. Then, peteks go into my journal at the spot recording the related conversation, or are archived on typing paper folded into three columns a bit wider than peteks. This archive is filled and labeled chronologically, and stored in my deskpriceless when I need that unlisted phone number!

 

I carry peteks to capture ideas and on the wing committments, and to story-board projects. Then I place the peteks where they belong. My current Petek System is a black leather binder with a large loose-leaf calendar, magnetic photo album pages for the petek columns, and a loose-leaf journal. Each evening, I create my next days TODAY page, place done peteks in journal and archive, and sleep peacefully. The Petek System works.

 

Electronic gadgetry doesnt. Not the Casio BOSS, the Sharp Wizard, and most recently, the Apple Newton and the Psion 3a. I like their compactness, searchability, and just plain coolness but they're all flawed: The BOSS is inflexible. The Wizard is hard to read and too slow. The Newton is hard to read, too slow, and has tantalizing but disappointing character recognition. Its PC and Mac connection software is unbelievably limiting.

 

All their screens are too small to leave a lasting impression making it easy to lose track of appointments and other commitments.

 

The best Ive tried is the Psion 3a: Instantly on; excellent agenda facility; legible screen; shirtpocket size; runs 60-80 hours on two AA batteries; wonderful alarm system; a real telephone dialer (Newtons is too quiet to work); Microsoft Word built-in; operating system supports real multitasking; and ideal PC/Mac link facilities: The desktop machines drives simply become available to the 3a.

 

But I only use the 3a for addresses and alarms. Peteks work too well to settle for less.

 

Joel Orr

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>> Allan

Could you talk about what the Manager's Template is/does? Thanks. Sheree <<

 

Well, I'm not sure how good this will be but here goes. The managers

template is something I purchased to work with the ECCO PIM. With ECCO, the

way you manage your information is customizable(real word?) to the point of

confusion. ECCO has a fairly steep learning curve and is a bit intimidating

when you first start using it. Various individuals have build templates,

which are sort of a pre set up version of folders and filters that allow you

to start working and understanding ECCO a little easier. ECCO stores

information in folders and using various filters allows you to view the

information in various days. Wil Ussery over in the ECCO forum is a long time

user and has designed many different templates, Managers, Physicians,etc. all

set up to monitor information in a method applicable to the needs of different

people. I tried a demo of the managers template, which had a few features

disabled and was impressed so I ordered it. I have since customized it some

to fit my needs. The basic set up is one with a Date of entry. You enter the

item. Then colums have you check or enter info from pop up lists that allow

you to file the info based on topics, priorities, people etc. One column

allows you to set the item for you to be reminded either on a specific date,

or a certain number of days before a date. Checking a done column removes the

item from your active view but it is still available either by opening up a

view that shows all done items, or by turning off the filter in your current view.

Not sure if this helps or not. It is a very basic outline. If you want more

info, I may be able to get a text file which shows some more of the features

in more detail.

 

- Allan Green

_____________________

 

Don,

 

As one of those lurking programers, I wish I has something more to offer. As a

programer I feel I'm a little more right brained than left. And there for I

have a hard time sticking to a set schedule. But as a employee of AT&T, I have

to keep a schedule. It helps me to do as much of the left brained stuff as I

possibly can with a single input into my schedule, - Billing, Project

Management etc. The way I done it, I wrote a program that analizes my

schedule and creates feeds for by accounting program, project manager, etc.

 

I admit its a pain but it really helps to get as much of the organizing stuff

done as possible.

 

And Traci, greetings from your neigbor in Lee's Summit.

 

Steve

_______________

Traci,

 

Yes, I am a telecomuter with AT&T and have been for the last 7 years or so.

In fact, last month I gave up my office in the Town Pavilion so I guess I'm

here to stay.

 

The trick was convincing my manager that I could get a lot more done when I

was not available for "Live" questions from my co-workers. If they have a

question they just leave it on my audix and I then reply as soon as

practical.

 

And as far as which PIM I like, and I've looked at all the major ones, I

would have to say, Above & Beyond is my favorite, it's the only one that has

"Dynamic Scheduling". While you can set appointments with a fixed starting

time and duration, you have the option to let your appointments/tasks

"float". You can leave the start time of your appointments/tasks empty and

as you have time to work it in you move it to the gap on your schedule. If

an appointment is longer or shorter than expected its easy to adjust it's

length in you schedule. It also lets you know if you've over allocated

yourself for the day, if so how much, and has the ability to balance your

work load. It's better than anything that I would have time to write.

 

What I have done however is written a program to analyze my schedule, to

determine how I've spent my time, on what, and for whom. Then it creates

input files for my accounting program (QuickBooks), and project manager

(MS Project) so that I can accurately bill my time (I do work on the side)

and track my projects without having to enter it by hand into both my

accounting package and project manager.

 

Let me know I can help in your efforts.

 

Steve

_______________

 

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