What You Need To Create Your Very Own Productivity System
In this week’s episode, I answer a question on developing a system that works for you.
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Script
Episode 144
Hello and welcome to episode 144 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show.
This week, the question is all about building your own system, something I feel very passionate about because it’s only when you have a system that works for you that you can finally start to trust your system and when you trust your system you use properly that’s when you start to see huge increases in your productivity and your time management.
But first...
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So don’t miss out on this amazing offer. Remember this offer will be ending tomorrow at midnight LA time. So get yourself enrolled today. Full details of the course are in the show notes.
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Okay, it’s time for me now to hand you over to the mystery podcast voice for this week’s question.
This week’s question comes from Abdul. Abdul asks; Hi Carl, I’ve struggled for many years to find a productivity system that works. I’ve tried GTD and that is too complicated for me, I’ve tried a digital version of the Franklin Planner—which was okay, and I’ve tried so many other ‘systems’. Is there something wrong with me or do you know of any other systems that might work?
Hi Abdul, thank you for your question.
First up, I can promise you there is nothing wrong with you. So many people I’ve met feel exactly the same way you do. That’s partly because there’s so much advice out there, it’s hard to know what works and what doesn’t work. Plus, the technology available to us today is changing so fast it’s hard to find a settled set of apps and really learn those before a new app comes out promising to revolutionise how we manage our projects and tasks.
The reality is, no one system will work for everyone. We are all different and that is a good thing. Life would be very boring if we were all the same; liking the same things and doing things in the same way.
I think it’s also a good thing we have so many different apps to choose from. With all this choice there are so many different ways we can build a system that will meet our own individual needs.
Of course, with choice comes confusion. We find ourselves asking if the tools we are using today are the best tools and wondering if there are better tools we could be using that would make out systems better. That is a dangerous way to think. That can lead to app switching which never creates a trusted system. All app switching does is creates distrust and wastes a lot of time moving all your data from one app to a new app and then finding you have data, tasks and notes all over the place.
One of the best approaches is to do a little research on how successful people manage their time. Try to find what apps they are using. For example, Jack Dorsey, Twitter’s CEO uses Apple Notes for everything. It’s his to-do list manager, his journal and his notes app. Now the way my brain works that would not work for me, but I do admire the simplicity of creating lists in Apple Notes to manage the work I have to do each day.
And that is another consideration for you. What kind of work do you do? I would consider my work as creating content. It’s what I love doing and I am fortunate to be able to make a living from it. As I create content for different platforms each week, all I need to do is manage when I will write and record each week. I know at the beginning of the week I need to write a blog post, a podcast script, two newsletters, record this podcast and record two to three YouTube videos. Knowing that at the beginning of the week means I can schedule the time for that in my calendar and fix it each week.
But if you were an emergency room doctor you are unlikely to have a fixed schedule like that. Your work will be shift based and so no one week would be the same. Your calendar would be changing on a week to week basis and you are likely to be dealing with working some weeks during the day and some weeks at night. I find shift workers are better using their calendars as their primary time management tool.
If your work is largely project-based and your projects change frequently, then calendars will be useful for managing your meetings but not helpful managing all the different tasks you will have for the different projects you are working on. So a to-do list manager would likely be your primary tool for managing your time.
So, the starting point is to look at the work you do. If you are in sales, for example, often the driver of a sales process is the company’s CRM system. If you try to run a hybrid CRM system alongside your company’s CRM system you end up duplicating everything which is not the most efficient or effective way of managing your work. With that situation, it is far better to work with your company’s system, or at least give it a try before looking for alternatives.
Another consideration is to figure out how you yourself like to see things. Are you a visual thinker—preferring to see things visually? If so, then apps like Asana or Trello would work best for you. These apps use boards to show you where your tasks and projects are and you get to choose how many boards you have, what the columns are and all you do is move things around your columns.
Alternatively, if you are like me where I am a bit of a visual thinker and a linear thinker, you could use an app like Todoist or Microsoft To-Do to manage your tasks and Asana or Trello to visually represent your projects progress.
So there quite a few different ways to build a trusted system.
That said, if I were to start from scratch myself today, then I would begin with my calendar. Your calendar is your best friend because it will never lie to you. It shows you exactly how much time you have available each day and from there you can allocate the work you want to do on a daily and weekly basis.
I use my calendar to schedule out my work. I don’t go too deep with what I put on there but I use it to tell me if I am writing, doing exercise, teaching or recording. When I do my weekly planning session, I can schedule out the time I need to complete my content and do my exercise. I can get that fixed before the week starts and I know I have time then to complete all my content for the week.
The details of what I write about will be in my notes app and tasks that need doing—updating my website, scheduling my social media posts and errands will be in my to-do list. All I have on my calendar is an ‘event’ called “writing time” or “audio/visual time” once I see that I can refer to my notes and see what I have planning to create that week.
I’ve also a few clients who use a to-do list as a capture tool only—ie they collect tasks and then later in the day transfer those tasks directly to their calendar. This is a great way to make sure you are not over-scheduling yourself and it also helps with prioritising. With this system, you only need an inbox in a to-do list manager.
So, first, understand the kind of work you do and what you need to manage that work. Secondly, sort out your calendar. Make sure you are using it properly and you have your ‘must-do’ work scheduled on there at the beginning of the week.
Next up, as I eluded to above, make sure you have a good capturing system. This means you need to learn keyboard shortcuts, use widgets on your phone and set up Siri. You want collecting to be as easy and simple as you can possibly make it. You see, the thing with collecting is if you are not collecting everything then your whole system falls apart before you begin. If you know you don’t have everything collected, there’s no way you will trust your system. So, make sure you collect everything. Work on developing that habit right now.
Should you use labels or tags (contexts in the old GTD system) in your to-do list manager? That’s an interesting question. For the kind of work I do, I don’t need them. In the old days when if you were to do writing you needed a computer, then I did use them. But today, when I can write on my phone, reply to emails and listen to podcasts, I really do not need them. But...
If I were in sales or real estate, then I probably would. I would like to see all my calls and follow-ups, so a labelling or tagging system for calls and follow-ups would be good. But as a content creator, I really do not need them. This one really is up to you. But be careful. Don’t add labels and tags and not use them. I’ve seen a lot of people say they need them, but then never use them to filter down their lists. If you’re not using them, delete them. Just because your app has the ability to add tags or labels or contexts, does not mean you have to use them.
So as you can see, Abdul, with all the choices you have today, you want to be thinking about how you work, how you think and what you like.
One caveat, Whatever way you want to build your system, keep it simple and keep the apps you are using to a minimum. There are four core apps you really need: a calendar, a to-do list, a note app and a cloys storage system and you only need one of each. It’s when you start adding additional apps to manage your work that things get complex and you find your duplicating and losing a lot of tasks. Think “Project One” as I like to call it. One app for each part of my life. One writing app, Ulysses for me, one To-to list manager (Todoist) and one notes app (Evernote)
Hopefully, that has helped, Abdul. Thank you for your question. And thank you to you for listening. Don’t forget, if you have a question you would like answering, then please email me at carl@carlpullein.com or you can DM me on Twitter, Linkedin or Facebook. All the links are in the show notes.
It just remains for me now to wish you all a very very productive week.