Step One – Read PARA
Step Two – Choose Program (Evernote)
Step Three - Create a Checklist of what to import and save as notes.
Look for:
- Inspiring
- Useful
- Personal
- Easily Lost
Saves As:
- Text files (office, google docs, pdfs)
- Emails
- Paper docs
- Manuals/instructions
- Online articles, blog posts, books
- Notes from courses, seminars, trainings and conferences
- Admin files (policies, legal, insurance, financial, procedure records)
- Journal/Diary
- Meeting Notes
- Presentation/Talks
- Voicemails/Voice Memos
- Databases and Spreadsheets
- Internet Bookmarks
- Photos/Videos/Screenshots
- Social Media Posts
- Mindmaps, Diagrams, flowcharts, brainstorms
- Drawings, sketches
- Business Cards
In
- Computer folders
- Cloud storage
- Calendar
- Paper notebooks
- Various apps
- Storage bins/folders
- Desk drawers
- Iphoto
Step 4 – Collect and Import the items from your checklist
Exceptions:
- Sensitive info
- Well defined and easy to find, narrow
- Special format or file type (photo management, password app)
- Large file OR needs to be collaborately edited
Methods
- Evernote Helper
- Mobile
- Web clipper
- Drop on dock
- Bookcision – kindle notes
- Email to evernote
- Scannable (photos of paper pages)
- IFTTT
- Zapier – another IFTTT
Step 5 – Put all these new folders in Archive
Step 6 – Review Notebooks and move topics to Resource Stack
Step 7 - Update Project List, Creating a Notebook for Each Active Project
- Don’t Confuse Areas for Projects
- Can move individual notes from archive or resource over time
Step 8 – List Areas of Responsibility and Create Notebook for each
- Trick – each project probably has a corresponding area
- Areas are the list of standards you use to evaluate your life – more specific, more important and measurable
Step 9 – Replicate these categories over other areas
- Computer Doc Folder
- Task Manager