!!!!!!!!!HELP!!!!!!!!!!

Hi everyone; And thanks in advance for any help.
So for 2007 I decided to implement GTD, great system btw, and ditch my PDA. SO here is the quandary: I have NO idea how to cope!
I bought several paper planners (classic and mini) index cards, a shirt pocket briefcase...and now I'm kind of using none of them and failing miserably.
I need help deciding on a 'system'

here are my needs:
>I am a busy professional, I have to be portable,
>I attend a lot of meetings, I have to take notes.(I've always used a pad folio for this, seems to work)
>I get random phone calls while driving, shopping etc. so i need to easily 'capture'
>I have to Always have a lot of contact numbers and names at hand.
>I have a lot of things in my 'hard landscape' (appointments, meetings, etc)
>I have a long next action list too;
>incidentally I don't have THAT many projects.

A final note; I have noticed with the paper planner I have the habit of leaving it behind, so some tips on that would be nice too, Maybe use something I can stick in my handbag? or integrate my wallet?

Thanks for any help.
Newbee=)

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Your choice

Again there's no perfect system out-of-the-box for everyone. It usually is decided on the needs of the person and perfected over time.

Some suggestions though...

>I am a busy professional, I have to be portable,
Mainly a personal choice. You can use a Classic size binder which allows for several compartments for several stuff and plenty of writing space but may prove to be bulky compared to a Hipster which is very portable (fits a shirt pocket) but you may find to have a limited writing space with few options for putting other stuff. Or you could still use your PDA save the compartments for stuff plus you'll have to to adjust to its unnatural input methods.

>I attend a lot of meetings, I have to take notes.(I've always used a pad folio for this, seems to work)
I use a hybrid system. A PDA for most GTD stuff and a paper-based meeting notes form which I posted here: Compact Meeting Form
I find the form useful for segregating agendas, notes and action items.

>I get random phone calls while driving, shopping etc. so i need to easily 'capture'
When I need to note something that getting my notepad and pen isn't possible, I use my phone's voice recorder function and afterwards, I transfer the information to my organizer. You may record the phone conversation if your phone allows then later transfer the important information to your organizer/planner.

>I have to Always have a lot of contact numbers and names at hand.
A Classic or Hipster organizer or even your PDA could do this. Although the PDA has an added advantage of searching names automatically for you.

>I have a lot of things in my 'hard landscape' (appointments, meetings, etc)
ditto

>I have a long next action list too;
Consider grouping related next action items into projects. Several forms are available in the Templates section of this site.

>A final note; I have noticed with the paper planner I have the habit of leaving it behind, so some tips on that would be nice too,
How about putting the organizer into your bag the night before. As an example... A couple of times a forgot my cellphone/PDA. Just realized it when I was already at the office. What I did was put its case in the same place where I put my bag. This way I'll always remember getting my phone/PDA on my way out.

>Maybe use something I can stick in my handbag? or integrate my wallet?
Consider a Picopad (http://www.everydayinnovations.com/pages/products_picopad.ph...). But it's only for jotting down quick notes for later transferring to a main planner/organizer.

Yes, your choice...

Hey Newbee! Yes, it does boil down to your choice and just what works best in your situation. Alot of times, it is just trial and error. I know I have "made" about 15 different hipsters and planners in every size imaginable in the last few months. And now I think I have figured out what works best for me...

Here are some thoughts and things that I use that may help you...

For carrying contacts and appointments, I think you should still use your PDA. It is small and portable and will carry alot of info for you.

For meetings and to-do lists, I personally use a Moleskine small notebook. Now, you would not have to by the actual Moleskine as many bookstores carry notebooks that are the same size, fun colors, and about half the price. With this notebook, I list all of my action items and always leave a blank or two after each for further notes. On the front inside covers, I have used "photo corners" where I print out my weekly calendar and post it there so it is easy to see. I keep spare calendars in the pocket in the back of the notebook. I also have post it's on the back inside cover for quick notes or to use as your "inbox". I put a pen inside the notebook so it is handy at all times. (These notebooks come with a "strap" which helps keep the pen in the notebook).

Now what you have are two items to carry and they are both about the same size. And they are both available at any time for quick notes, quick look up of phone numbers and appointments, and extremely portable...

Hope that helps a little bit!
nay nay :)

Thanks

Good suggestions, but since my PDA crashed one day, I have no faith in it, I was totally lost "where am I supposed to be..?" the day that happened, I came home and began printing off my sync files onto paper to carry with me. A notebook, calendar combo might just work. I could carry appointments, contacts, and next actions in a calendar/planner thingy and carry a notebook/pad for notes/capture/reference...? or is that too complicated? Trial and error is the way it goes I guess.
Thanks again.
NB

PDA Crash

NB - I think this sounds like a good way to start! If one part does not work, try something else... Check out the Gallery for photos of hipsters that people have made - you may find more ideas there. Also, check out past forum topics and you will find many more things people have tried! Let us know if something doesn't work and maybe we can help figure it out!
Have fun!
nay nay

!!!!Return of the Fluffy Space Kittens!!!!!...

Hi Newbee, Welcome to D*I*Y.

Quote: ..."for 2007 I decided to implement GTD".

Good start...

..."and ditch my PDA"

Even better. ;)

" I have NO idea how to cope! I need help deciding on a 'system'".

I see. How do you feel about this?...

"I am a busy professional, I have to be portable".

Busy professional? I think that is an oxymoron. ;) I am also a professional, although I eat far too much to be considered truly portable...

"I attend a lot of meetings, I have to take notes.(I've always used a pad folio for this, seems to work)".

I try to avoid meetings although I do take lots of notes. If I find table room I use A4 'Cornell notes', if not I use my Filofax. I see you own a Classic planner. I suggest you add plain paper, Cornell notes (see the official D*I*Y PDF) and Chiz's Compact Meeting Form. You will soon see which best suits your needs.

"I get random phone calls while driving, shopping etc. so i need to easily 'capture'".

Have you thought of using your Shirt Pocket Briefcase as a satellite device?

"I have to Always have a lot of contact numbers and names at hand".

These go in one's planner. :)

"I have a lot of things in my 'hard landscape' (appointments, meetings, etc)".

Look through the Calendar Templates and choose a style you like.

"I have a long next action list too"

Lol, why am I not surprised. I try to keep each 'context' down to one sheet of thing to do in the next three months. The rest gets deferred.

"incidentally I don't have THAT many projects".

Good for you Newbee. However you will still want a master task/projects list. :)

"I have noticed with the paper planner I have the habit of leaving it behind, so some tips on that would be nice too, Maybe use something I can stick in my handbag?"

Have you ever notice how hard it is to drive without your car keys? Try keeping keys and planner together. Your Shirt Pocket Briefcase can live quite happily in your handbag if you are shirt pocketless. ;)

You may also like to read Doug's article on setting up a D*I*Y planner.

Ahh, I feel more at ease

Although my 'system' is not being completely utilized yet, I feel better just from reading these posts, I feel more like this is "doable" as opposed to "oh #%@# where is that phone number" Ha

Just having a pen and a note card works sometimes... You know?
(and I guess you would)
So Im going to try to use my planner..and then slowly introduce whatever it is i'm feeling like i need, Shirt Pocket Bc, Notebook, Folders etc...
Baby steps HAHA
Thank you for all of your help and tips, this is a great site, I'm going to go browsing through the templates now...
NB