Creative planning

This is part of the Creative Blocks series.

Read the first: Get it done methodology

Trusted system

The first thing to do is to make sure you don’t end up in this situation again. You need to create a trusted system: where will you capture everything that comes into your mind? I use a combination of Evernote and a bullet journal and I quickly scan the Evernote inbox and my journal at the end of each day to make sure I haven’t missed anything. The good thing about Evernote is you can use it to capture photos, audio and websites, as well as notes you type in. You even get an Evernote email address so you can forward things to yourself. I use Evernote as my work notebook, to-do lists and digital filing cabinet too.

There are a whole host of systems out there, but keep it simple, you don’t want to spend all of your time managing your system, otherwise it all becomes a bit futile. For real simplicity stick to the bullet journal.

Filing

You can electronically file a lot of things these day, but you do need to keep paper copies of tax documents, legal documents and others depending on your country. For the most part this won’t be too big a pile, so get yourself an accordion file and put the relevant things in different section. This is already tabbed into separate sections, so it can pretty much be a fling system, as in you just fling stuff in the relevant section. When you get a new annual document (such as insurance) can you throw out the last year’s one if you have a digital copy?

I keep passports, ID, Travelex cards and other, rarely used items that you do need to know where they are all the time!

You can scan a lot of stuff in, I use Snapscan as it directly integrates with Evernote and Dropbox, it makes life so much easier. For things I can’t scan in, such as magazine articles, or things from my notebooks I use the documents function in Evernote, it captures photos and turns them into a document (or business card, or image – you can select different options). Really quick and simple. Evernote has an amazing search functionality, as well as notebooks and tagging.

Action pile

Right, let’s tackle that massive pile of things you need to action in someway, you’ve already binned a lot of stuff, so that’s made things easier…that’s in next week’s post.

Too much? Overwhelmed? Need someone to give you a kick up the backside? Or someone to offer a kindly helping hand? I can help you with both through one to one coaching via Skype.

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4 Comments

  1. I feel more comfortable taking notes on my notebook pads than in the computer, because at least, I have the written stuff on a piece of paper. For my Open University, I have annotate, but I do not use it. I prefer to take notes on paper. I have many saved documents and PDF sources in my file. When I feel that I have too many copies, I just recycle them in the bin. Do you always take notes, before you start writing your books?

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