Improved organization with multi-colored sailboats

Good morning,

As I mentioned last week, I am no longer engaged in full time work as I am now doing part time consulting, overseeing my disabled son’s programs, maintaining a household, and keeping my mind, body, and spirit fit. As I have been adapting to this shift in lifestyle, I really didn’t have plan to manage it all beyond typical task lists.

As we know, task lists don’t necessarily translate to “plans” so I really wasn’t planning much and lo and behold, the days started slipping by. I was getting things done but it felt disorganized for my purposes and several elements, such as my spiritual condition, were being undernourished.

I decided I needed something different than what I am accustomed to so I dug into journal planner kind of thing to see what folks are doing and what I am not.

One thing I discovered, which I’d heard nothing about, is this massive trend of bullet journaling. After watching a few online tutorials, I noted that, for me, it involved way too much fluff, redundancy, and creativity, none of which I am down with for a journal planner. The whole thing reminds me of the scrapbooking trend.

During my sifting through the bullet journal tutorials I stumbled onto a minimalist approach to a journal planner. The guy I watched was a busy entrepreneur and his practice really struck a chord with me so I adopted many of his elements.

My journal planner now incorporates a daily and weekly tracking with sections that includes cheat sheets (lean/six sigma/project management, etc.), personal finance, goal setting, business ideas, and projects.

Note: My past practice has been to include client notes into my daily planner and journal but along with implementing my new journal planner, I set up and use MS OneNote for client notes. This method has instantly enhanced the quality and availability of information since I no longer have to dig through pages of black ink notes to find a short note.

Much of the bullet journal approach uses periodic templates, which I painfully watched being drawn and redrawn in the tutorials. I watched one woman redraw a single month’s calendar 3 times on 3 different pages. Not being one to waste time with redundancy, I designed my daily and weekly template, a scorecard of sorts, in an address label format then printed and placed them on my daily pages.

Granted, this makes the journal planner a bit thicker but for a 3-month range, it is not bad. You can see an example of a daily page below.

JP Template

And then keeping with the spirit, I picked up a few colored gel pens to make it a bit more of a fun visual experience because I did like that element. Almost all of my planners have been written in black ink for many years.

This leaves me plenty of space for tasks, notes, and other tidbits worth noting journal-style.

I am now one week into this and it’s feels pretty good. I can see where I miss my targets and what I can improve on.

And I did get super creative and drew a sailboat, in multi-colored ink mind you, on last Saturday’s page because it was boat day.

Thanks for stopping by.

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