organizing notes
My Documents
DOCUMENTS
- Project Folder
- old
- YYYY
- deliverables
- clips?
- category folder
- expenses? expense reports and digital receipts
- regs - passwords, registrations, etc...
- nice notes - thank you letters, etc.
- Personal folder
- info or important
health account data, friends contacts, etc
- clips
- writing - personal writing, notes, letter, drafts,
- taxes
folder
- logs
Naming convention:
--.
- initials : author initials or source initials
- monthday : 2 digits each
- type : type of document
# TODO Lists
- Work
- Outlook based
- Tickler File
- Must Do List
- E-mail to TODO
- Personal
- Google Tasks
# Weekly Review Steps
NOTE: Clean-up temp folders
* Collect loose paper notes and materials. (business cards, receipts, etc. - put in in basket for processing)
* Get IN to zero
* Empty your head (write down any new projects, action items, etc.)
* Review Action lists (Mark off completed actions & review for reminders of further action steps to capture)
* Review Previous Calendar Data (review for remaining action items, reference information, etc.)
* Review Upcoming Calendar Data
* Review Waiting For List (Records appropriate actions for any needed follow-up & check off received items)
* Review Project and Larger Outcome lists (ensure that at least one kick-start action is in your system for each)
* Review Any relevant checklists
* Review Someday/Maybe List (Check for any projects that may have become active and transfer them to "Projects" & delete items no longer of interest)
* Review "Pending" and Support Files (Browse through all work-in-progress support material to trigger new actions, completions, and waiting-fors)
## Six Level Model for Reviewing Your Own Work
1. current actions
2. current projects
3. areas of responsibility
4. 1-2 year goals
5. 3-5 year vision
6. big picture view
* * *
* projects: clearly defined outcomes and the next
* actions to move them towards closure
* horizontal focus: reminders placed in a trusted system
* that is reviewed regularly
* vertical focus: informal back of the envelope planning
# Task Lists
- @ANYWHERE : Actions that can be done anywhere (rare?)
- @CALLS : Phonecalls
- @ERRANDS : Actions that I can do while going about
- @HOME : Actions that can only be done at home
- @HOME_PC : Actions that can be done at a PC (home PC?) about home.
- @REVIEW : Items for review. Should be only text. Attachments should go to
my Dropbox folder.
- @WAITING_FOR : Tracker items that need to be follow-up later
- @WORK : Actions that can only be done at the office.
- @WORK_PC : Actions that can be done at a PC (work PC) about work.
- @AGENDAS : Notes on what to discuss with different people
- SOMEDAY_MAYBE : Idea parking lot
