I was called analytical earlier today. Arguably, you can also rephrase that as “anal-retentive”. I’m not offended or shocked by the remark. I’ve been meaning to write a post on organization. Since a lot of information flows through my inbox or is stored on my hard drive, I tend to try to organize things. Since I’ve been doing more intensive project management, the problem of organization has only been exacerbated. The mention of analytical thought today made me think of my organization system and I thought I’d share it. This mostly refers to work, although I use a few of these items and techniques at home as well. Where to start? How about…
Figure out your learning style. I learn lots of things lots of ways. However, I’ve learned in life that I’m extremely visual. I like to meet people at least once in business dealings to put a name with a face. If I see a few bullet points, I’m a lot more likely to read than if I see the same information in a solid block of text. In general, I learn things far faster if there is a visual element.
If I am designing things at work, I live and die by the whiteboard.

If I write up a process or component, it WILL have a Visio diagram in it somewhere.

I use a ton of color because I see more in 1 second with a colorful diagram than you could tell me in 60 seconds if the picture is set up right (more on color in a minute). I tell you all of this to explain both how I absorb information and how some of my systems evolved. Also, I love to make lists. Analytical…I know. So onto…
Staying on Track
I organize email differently at work than at home. At work, I use a system of colors and priorities that works with my calendar. If you’ve used Microsoft Outlook 2003, it has flags of about seven different colors in it. I set up different colors for company work (red), client work (blue) and personal business (green). I also used the same colors on the calendar, even though the calendar didn’t sync up with the flags. The flags also had no date attached to them. There was also a section called “Tasks” that was pretty much useless. Each section lived in a seperate world and didn’t talk. An imperfect system but one I managed.
Fast forward to Outlook 2007. I’m not sure that anyone is as stoked as me about such a simple thing. The colors are now the same between the calendar and the flags and the flags are synced with the tasks. All of this is integrated into a To-Do bar on the side of the screen. Flags can be easily set up and they automatically become tasks. You can also set timeframes. So, at the end of the day, I can set up color coded calendar appointments (with date and time information), a few tasks that are due today, tomorrow or this week, flag an email as client work and set it to be reviewed “today” and all of them pop up in a single, easy to manage place. The end result looks like this:

Look excessive? It may be for some people but it keeps me sane. I usually only use three colors. Client work is first, company work second. Personal business can usually be put off till I get home (buy tickets, get birthday present). I can easily look at my todo bar and pick out client work and see exactly how much I need to get done today. I can easily look at my calendar in day, week or month mode and see what the situation is with work, life, etc.
You’ll also notice I said life. I book most of my life in Outlook, including personal appointments. I had a problem in the past of overbooking myself and it is something that I decided to work on. I now schedule my personal life in the same calendar as work so that I have a single version of what’s up with my week. I mark anything not work related as private and make sure that I check my calendar before I commit to something. It may sound dorky but I have a much better chance now of not bailing on you because I forgot something than I did a year ago.
On to home. I use gmail. That means everything I have ever received is archived. If you send me a forward (send this to 10 of your friends…) or it’s spam, it gets deleted automatically, NOT archived. I track everything with a number of labels including accounts if it has a user name and password in it, pictures if the email has pictures in it, birthday if it has someones birthday in it and address if it has an address in it. It helps to be able to click address later and find that friends address that i know I asked for last year but I’ve long since forgotten. Worst case scenario, I can usually just search the email and find stuff. I use basic search parameters such as from:brian address. Nothing fancy.
Speaking of search, I use Microsoft Windows Desktop Search to search my computer and email.

Outlook 2007 uses this. Outlook 2003 search was terrible. Google search on the web is where it’s at, but for my files, Windows Desktop Search seems to organize things much better. It has clearer categories (email, calendar, documents) and a preview pane for looking at the item in questions. I have it index all of my email and all of my folders that contain documents and data. No source code, program files or any other junk folders. It works like a charm.
I also have a rule to keep everything in my inbox until I have time to sit down and devote an hour or so to cleanup. Then, I usually answer and archive everything and get to zero items in the inbox. I do this with work too. Even if I have 10 things on my todo list, I’d like it to all be organized and out of my inbox. The inbox acts only as a general purpose clearinghouse for things I haven’t gotten to yet.
I’ll leave you with a few tips for how I manage data on my computers.
- If possible, I keep my operating system on C:\ and my data on a separate physical disk (D:\ for DATA, complicated, right?)
- I never use My Documents. I can’t remap it to another location on the drive and I don’t keep data on C:\.
- I create a bunch of folders on D:\ (videos, pics, docs) What they hold is pretty much self explanatory
- One folder is music. I remap my itunes music library to here and let it control and name everything. This is my one stop shop for all my music.
- I organize pictures by date and subject, year - month - day so they appear in order. For instance 20050421 Birthday, 20061031 Halloween
- I keep a directory called download. Like an inbox, this is where everything goes. All default downloads (firefox, bit torrent) are put here and I throw any documents or things I run across in here. Whenever I clean up, it either gets put in a folder to keep (pics, docs, videos, etc.) or it is deleted from here.
- I keep a directory called public. This is shared and anytime I need to get data from one computer to another, I always know that it has a shared directory called public where everything will be.
That’s it. Most of this has evolved over the last 2-4 years of my life and I’m sure I have more strange idiosyncracies that I can come up. However, this is the majority of the system for how I manage a life that is completely saturated with appointments to keep, email to respond to, music to listen to, pictures to share and just a lot of data floating around. I don’t know much about it but from what I’ve seen, some of my practices are close to the GTD system (Getting Things Done) which is a big life and data management system that is picking up steam with individuals that have a lot of life to manage.
Overall, just make sure that you solve whatever problems you have. No system is any good if it’s too difficult to manage for you or it doesn’t solve your problems. I know where my music is, when to meet my friends and what emails I need to respond to. That’s what matters.