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The D*I*Y Planner: Hipster PDA Edition
Merlin Mann | Jun 13 2005
a million monkeys typing » D*I*Y Planner Hipster PDA Edition Geek worlds collide as Douglas Johnston releases the “Hipster PDA” edition of his popular D*I*Y Planner. As with the classic version, Douglas has adapted and refined popular “paper planner” templates—only this time they’re tailored to fit on our beloved index cards. To commemorate this august occasion, we’ve asked Douglas himself to share his thoughts on why paper seems to be making such a comeback (if it ever “went away”), including some insights into who this format may and may not work best for. Great work all around, Douglas!
The D*I*Y Planner: Hipster PDA Edition
So, why are we suddenly seeing a resurgence in paper-based organizational tools like planners, index card sets (a.k.a., the Hipster PDA), file folders, pocket briefcases, and honest-to-goodness real-ink pens? Outside of a number of philosophical reasons, I believe that it’s ultimately a matter of knowing that these things actually work. After all, not even the trendiest tools last for more than a season if they don’t deliver (and I have a junk drawer overflowing with orphaned gadgets to prove it). There’s a proven track record behind paper-based planning, and an endless array of options for those people wanting to define —and redefine— their systems. Despite being an IT professional, I’ve found that the dozens of technology-based systems I’ve used over the years have never really been fully effective solutions for managing my time and projects, and so bits and pieces of my life are now scattered in a hundred incompatible systems, never to be seen again. The last straw was when several of my Palm databases became badly corrupted last year, the bad data having also spread to the desktop and the backups: needless to say, much was lost. I began to wonder if the Day Runner I used a lifetime ago could be resurrected and made useful again. This plan had its problems, however: not only was the nearest Staples a four-hour jaunt away, but their shrink-wrapped forms were quite limited in variety and usage, not to mention very expensive — a typical pack of 20 To Do sheets was about $5 USD. The D*I*Y Planner project was thus born as a way of providing a wide assortment of forms at little cost. (Although, my wife might argue that I was just being cheap.) With the realization that others might find it useful, I decided to create a system that could be tweaked to suit almost any methodology or situation, relying heavily upon user feedback for ideas and direction. The latest member of the D*I*Y Planner family is the Hipster PDA Edition, a set of 34 organizational and planning templates designed specifically for 3x5“ index cards. I’ve received hundreds of requests for a kit like this, many claiming it was an important option for creating an ideal customized system. At first, the demand took me by surprise; after all, why would you want to print so tiny on cards that contain so little information and are so hard to file? The bits that work well…The past few weeks, I’ve been experimenting with the Hipster PDA and the cards that people have asked me to create, and I now admit my initial impressions were born of ignorance. So why do these work? PortabilityAlthough I’ve never minded hauling my planner around, sometimes the “weight-to-usefulness” ratio is a little low. It’s far more sensible to take a grocery list on a card to the supermarket than your entire project portfolio, for example. A pack with a few GTD All-In-One cards, a few Notes cards, and two months’ worth of calendars is a great way to be portable. The most important info for the day can be written on them before you hit the road. FocusI have about 200-300 pages in my Day Runner, most of which aren’t of immediate importance. In contrast, the Hipster PDA emphasis is upon short-term planning and productivity, which means that you don’t have to carry around the next six months of materials, only the basics you need for the day or week; this essentially forces me to focus on getting things done now. This fits quite well with the immediacy of the GTD philosophy. ScratchEven if you use a regular paper planner or software like Outlook/Entourage, DEVONthink, Tinderbox or wikis, these cards make great scratch pads for moving information into a more permanent solution later. I’ve started hauling around a Hipster PDA during the day as I go about my business, and then settling down with my regular “classic” kit in the evenings, transferring and processing the most important details. I then review my projects, calendar, actions and references as normal, and jot info onto the cards for the next day. StructureNow, Merlin’s initial concept of the Hipster PDA stressed simplicity and portability, which is probably why it caught fire. However, a number of people do like forms that help structure thoughts, and they like the feel of a bona-fide “product” that looks like it was meant to help them organize. I don’t see this as hand-holding, but a form of inspiration and motivation. Plus, each field is a potential prompt for you to think about what you’re doing, and why. (Of course, in no way does this diminish the free-form thinking you can do on a blank card.) TechniqueAnyone addicted to 43 Folders knows the importance of refining one’s techniques for the sake of productivity, and part of the fun is experimenting with new methods and forms. The Hipster PDA in general, and some of these templates in particular, provide the opportunity for tackling your day in completely different ways. For example, I’ve fallen in love with the “flip-it” version of the monthly calendar: the top three weeks are on one side, the bottom two weeks on the other. Since I only have a couple of items per day (most tasks fall into my Next Actions lists), it’s perfect for me. I’ve also heard back from a few testers who are really enjoying the Covey Roles and Covey Quadrant forms, because they’re using them to explore the top-down approach for the first time. I’ve tried to advocate tweakability with the D*I*Y Planner kits, encompassing as many methodologies as reasonably possible, so there’s plenty of room for experimentation. (A blessing or a curse: you decide.) To keep your mojo rising, I’ve also included two quick-reference cards: one being a Getting Things Done flow chart, brain tickler, and weekly review list; the other based on Covey’s First Things First, a little cheat sheet for weekly planning, daily work, and reviewing. CachetYou know those boardroom meetings where some people haul out tattered $2 notepads from the office supply company, and others whip out sporty PocketPCs, wireless Palms, and 12“ ThinkPads and Powerbooks? Think there isn’t jealousy in the air? I think a nicely-constructed Hipster PDA has the same sort of caché. People seeing these babies —nicely printed and organized— seem inherently fascinated by them and often ask where they can buy a set. Hauling out a stack of these in front of your boss can only serve to impress. (Yes, we organizational geeks can be slaves to fashion, too.) ..And not so well…This is not to say that the medium and design don’t have their downsides, for some people and certain situations:
This is just a summary of what I personally find to be the upsides and downsides of working with the Hipster PDA version of the D*I*Y Planner; your mileage will vary wildly. Whatever the case, I still believe it’s a great option for experimentation, and I’m going to make the Hipster PDA a permanent part of my own kit. Just a final note: both the regular ‘Planner and Hipster PDA kits were influenced by hundreds of requests, questions, comments and complaints from users, readers, and especially the members of the 43 Folders Google Group. My deepest thanks and appreciation goes out to these people: you’ve helped shape this product, and deserve much of the credit. Hopefully, it reflects far different and wider needs than my own; this, I think, will be the key to any success. Related Links
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Doug, this is very nice...
Doug, this is very nice work.
When I first learned about the GTD system a few months ago, I looked at the DIY planner as one possibility for implementation - and didn’t use it because I was wanting a 3x5 version. The existence of the DIY planner was an inspiration to keep looking, which eventually lead me to the hipster.
So now I’m curious: What (else) do you carry in yours? What blanks you carry around? How do you divide your stack? And, (yes, this is projecting a bit), how much time do you really save by tweaking the system?
Thanks again,
Tait
Argh. I am almost sorry...
Argh. I am almost sorry to be bringing this up, but it is “cachet” (a characteristic feature or quality conferring prestige) not “cache” (a hiding place especially for concealing and preserving provisions or implements) nor “caché” (not an English word, but the Spanish equivalent of “cache”).
Nice Doug.. But what options...
Nice Doug.. But what options does it save by you using this system and tweaking it? What are the differences?
the question of filing permanently...
the question of filing permanently sparked my brain into gear while reading. Once you’ve got a group of cards to file you could just stick them on a photocopier and instantly have a “6-up” copy to file away.
That might work for people.
I've read 43 Folders since...
I’ve read 43 Folders since it’s inception, and find myself using paper-based To-Do lists. I want to go completely paper-based - I find the Outlook/iCal/Palm solutions convoluted, ineffecient, non-scalable, and lack subtle visual cues and signals that, say, a particular worn index card or the particular way I scribbled a phone number might have. I can’t bring myself to do a Hipster PDA project though, because I have bosses that I need to show Task Lists and Project Lists to. They want MS Project files and Excel spreadsheets of milestones and contacts and other hooey, so that they can go to their higher-ups and say “look how efficient and focused and productive my worker bees are!” How about some tips/workflow ideas on paper-based systems where reporting/accounting for your time that won’t entail typing up or data-entrying everything you just took the trouble to organize in your paper-based system?
I realize that a completely based paper-system simply won’t work when electronic-based accountability is demanded, but there’s got to be a happy middle ground, right? …right?
...I like my Tungsten T5...
…I like my Tungsten T5 just fine, but—the pleasures of reverse snobbery aside ;)—there’s still something comforting about putting pen to paper.
One thing you could do for repeating task lists (like weekly household chores) to save paper and time and cut down on clutter: laminate and use a wipe-off pen. That way, you go through your periodic checklist and just “clear” when you’re ready to start again. Add extra lines at the bottom for non-repeating tasks.
Tait, I still use my...
Tait, I still use my 5.5”x8.5” DIY Planner as my main organisational system, but it has become my… uh… “docking station.” When I’m running around —unless I know I’m going to be needing the full planner— I now tote a Hipster PDA. Ideal cards (double-sided) in order are:
- Cover, backed with GTD diagram (going to get this laminated)
- Monthly “flip-it” version, this month and next
- 3 Next Actions (@Career, @Home, @Errands)
- Agendas card
- Waiting For (will mostly be transferred later)
- Green divider card
- A few cards for various projects
- Blue divider card
- 2 Checklists (these are very useful!)
- 2 lined Notes, 1 grid Notes
- 1 blank Project Card
- 1 blank Contacts card
- 1 Shopping card (@Career one side, @Home on the other)
- Pinkish divider card
- 4 blank cards
- Yearly calendar
28 cards in total. The trick for me, I think, is to ensure that I am “syncing” at the end of each day with my main planner (the regular size 5.5”x8.5” planner for me, or Outlook, or Evolution, or whatever, for others). That half-hour also becomes a valuable review time.As for the time I save, well… I haven’t felt like I’ve wasted any time, so that’s probably a good indication that the system is working.
all my best, dj
Doug, way to put together...
Doug, way to put together common sense and project fulfillment in a single solution.
As a sufferer of ADD, I’ve been using index cards forever to help me maintain focus on what needs to be done today. However, it never dawned on me to use some standard cards and dividers, I just kept a couple of blank cards to prep for tomorrow. I tried the daytimers, palm pilots, etc…. but found them getting in my way more than anything else, so I’ve always come back to my back pocket planner.
I really like the laminated card solutions and will be “deploying that solution” tomorrow.
I’ve also have my son who suffers from ADD using cards, and will work this system into his plan.
Thanks again,
Not sure if anyone else...
Not sure if anyone else has mentioned this, but even though the HipsterPDA is excellent for notetaking etc., it really is a waste of paper!
“My notes and to dos are NOT a waste” I hear you cry. But that’s not what I’m referring to. I’m referring to using ONE index card for writing a phone number, or an address, or a task. When this information is then transferred to the necessary electronic or paper area, the card is thrown in the trash - what a waste!
I apologise to those of you who recycle your cards, but from the many articles, comments I’ve read re: HipsterPDA, most people just trash the card and that’s it.
I’m not a great fan of the digital world, but this disrespect for paper (and ultimately the rainforests) is just not on.
dj -- thanks for posting...
dj — thanks for posting your own ideal solution. i’m trying out a similar one. since you use yours as an extension of your own other organization methods, do you only add your next immediate actions to each next-action list if you are away from your main planner?
Also, it sounds like (with the exception of the cover card) you don’t print double-sided. any reason?
for everyone else, i’m wondering what the ideal configuration would be for those of us who plan to use it as our main planner. I’ll probably figure this out after a few months of using it, but it would be nice to hear from someone who already does just this.
thanks in advance!
Senor P, I see my...
Senor P,
I see my NA cards as short-term, just those things I can get done today, in contexts I’ll experience. My planner’s NA lists, however, take into account several day’s worth of activities in many different contexts. For example, I have several work-related context NA lists in the planner, and I’ll simply run through them and copy the relevant items into a @Work card. It’s sort of like a five-minute mini-review, and a good kick-start, I find.
So the planner lists are the “canonical” ones, and the cards are an extension for me; I treat them as aide-memoires away from the main planner. This is not to say that I don’t think the Hipster PDA is great standalone, but I personally need access to more information than I can feasably carry (and index) in it. I do carry a few cards in the planner as well, such as the GTD/Covey references, a shopping card, a few checklists, and a few note cards, ready to detach and deploy.
Ultimately, I want to make sure there is a “master” of my information, lest I wind up with the “bits and pieces” problem I experienced endlessly when utilising various technologies. Such a simple concept and so straightforward to implement, but yet so easy to overlook.
I do print double-sided, usually the same back and front. No need to waste space (and paper… gotta preserve them rainforests ;-) ).
all my best, dj
Who needs to waste paper?...
Who needs to waste paper? there is NO excuse for not recycling. I’m not sure that most people do trash paper! not of the younger generation anyway…
whatawaste are you forgetting the large areas of forested area being cleared over mining for material for microchips (not to mention endangered gorillas habitat being destroyed.)
If you really feel guilty over using paper, why not add “plant a tree” on your to do list?
Anonymous polemical activist formerly known...
Anonymous polemical activist formerly known as “whatawaste”:
I’m totally with Anne Lamott on this one:
As long as we’re at it, I somehow suspect that the environment can handle my ~500 recycled index cards a year much more economically than it can tolerate the thousands (millions?) of PDAs (and batteries batteries batteries) people will throw into their trash this year.
Excellent -- thanks for the...
Excellent — thanks for the response!
p.s. I'm not sure about...
p.s. I’m not sure about everyone else, but because my hand writing is not the greatest, these pre-printed cards help me save a lot of paper space. It makes it easier to both read and write smaller text.
all the best.
Well, I finally got the...
Well, I finally got the DIY Hipster forms to print on 3x5 cards. That was WAY harder thatn I thought it’d be. I still can only print on one side though; the card jams when I flip it over and try to run it again. The space between the rollers in the printer (HP 4000) is about exactly 5” so if there is the slightest slipage the next roller doesn’t pick up the card. If this solution workds for me I’ll probably do it on 4x6 and cut them down to size. I already have ideas for other cards: phone message, trouble ticket(I’m a professional computer geek), and a photo card (I stuck a picture of my daughter in my deck to brighten my day while I’m flipping through). So far I’ve had a Plam Pilot, Daytimer, HP48 calulator, Newton 2000, iPaq 3870, a Miquelrius notebook, and now the hipster. The method that I seem to naturally revert to is post-its everywhere and my memory… hopefully this helps.
The Canon PIXMA series prints...
The Canon PIXMA series prints 3x5 perfectly (they can fit about 20 cards in the manual feed tray), and they are amazing printers as well. I have the ip4000 and think it’s great. They’re only a little over $100, as well.
Has anyone created a print stylesheet for GTDTW that will print cards identical to DIYHPDA’s format? If not, I’ll get to work…
I'm certainly NOT an activist. Come...
I’m certainly NOT an activist.
Come on though guys and gals, ONE index card to write down ONE phone number, and then trashing it afterwards - even if it is in a recycle bin it’s still an incredible WASTE in the first place.
I’ve read many blogs of people using this HipsterPDA and many blogs saying that they use in the way I describe above.
I’m not saying either that electronics is any better. My argument is that if you’re going to use this HipsterPDA method, then just make sure it’s used responsibly.
When looking at Douglas Johnston's...
When looking at Douglas Johnston’s DIY hipster templates, I was having a really hard time with the concept of printing out and having on hand/in pocket all of these different card versions. What if I ran out of one particular card that I needed? Even if I am sitting at my desk I have to print out another of that specific even though I have plenty of the other types sitting right there already printed. Then yesterday, when I saw the new Meta-line organizer from John Norris, I realized that you could use his system in combination with Douglas Johnston’s version to create just one card that you could print out many copies of and fill in the bubble when you decide what type of “blank” you need. I print these on the backs of graph paper index cards so that I don’t waste valuable ink. This way there is always a blank sitting on top of your pile that has a header bar, a notes section, a checklist for next actions, shopping, projects, someday maybe etc… And on the other side there is always handy graph paper. Just fill in the “someday maybe” bubble and it becomes a “someday maybe” card. For the @home and @work labeling style, I added a top box and a very similar side labeling box.
Click my name link below to view it. Remember to save it or force it larger if your explorer automatically reduces it to a level that is unreadable.
Whatawaste: I really would rather...
Whatawaste: I really would rather take this someplace more appropriate (it would actually make an excellent topic on the Google Group, for example), but I have zero pang over using and recycling index cards. In terms of net net effect, I just can’t believe that even a tremendous spike in the number of people blowing through index cards has a fraction of the impact of, say, one big-city newspaper. The numbers just aren’t there (500 index cards=1.8 lbs; 1 single Sunday New York Times weighs over 2lbs.).
I get it as a personal desire to be thrifty and share an interest in not being wasteful, but there’s some much more lucrative targets than someone using (maybe, maybe) four pounds of recycled paper a year.
Merlin: appreciate your thoughts, but...
Merlin: appreciate your thoughts, but if we all thought like you with regards to this issue, then we really would be in trouble. I will cease writing any further comments.
D*I*Y Planner Hipster PDA Edition It...
DIY Planner Hipster PDA Edition
It is exciting news that Douglas Johnston from a million monkeys typing has released DIY Planner 2 Hipster PDA Edition which has over 30 organisational and planning templates for index card. It includes:
D*I*Y Planner 2 Hipster PDA Hipster...
DIY Planner 2 Hipster PDA
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