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Digital Efficiency                                                                                                            FLOODED




                                                             JEREMYCAPLAN.COM PHOTO BY .robbie	
                                                             TWITTER.COM/JEREMYCAPLAN QUESTIONS? E-MAIL JEREMY AT
 Tips, Tools & Techniques                                                                                                      With Info                                                            E-Mail Messages
      for Streamlining                                                                                                                                                                                      Per Day Per
     Your Digital Life                                                                                                                                                                                        Person
          By Jeremy Caplan




         100+                                                                                                                         20                                                                     In a Month...
                                                                                                                                                                                                             > 3,000 E-Mails
                                                                                                                    Bits of Info Jotted                                                                    > 5,000 Blog Posts
   Sites/Blogs                                                                                                             Down                                                                             > 500 InfoScraps
 Subscribed to in                                                                                                     (Notes, Phone                                                                           + Documents
  Google Reader                                                                                                     Numbers, To-Do List                                                                         + Pictures
                                                                                                                                                                                                                 + Links...
                                                                                                                        Items, etc)

 % of Time When Info is Flowing Into My Life                                                                                                                                                                # of Important Things to Read Online
                                                                                                                       My Average # of Daily Incoming Email Messages
 % of Time When No New Info Is Coming In                                                                                                                                                                    Amount of Spare Time for Casual Reading
                                                                                                                                                        110
                                                                                                                                                                       110


                8.3%                                                                                                                         88
                                                                                                                               82
                                                                                                                      75                                               82.5

                                                                                                                                                                              # of Email Messages
                                                                                                                                                                       55



                                                                                                                                                                                                    2008
                                                                                                                                                                       27.5                                   2009
                                                                                                                                                                                                                            2010
                                                                                                                                                                                                                                            2011

                         91.7%                                                                                        2008
                                                                                                                               2009
                                                                                                                                             2010                  0

                                                                                                                                      Year              2011
“...Such is the flood
                                              that event things
“...Of Making Books     “The Abundance of
                                               that might have
there is no end...” -        Books is
                                               done some good
                           Distraction”
                                                lose all their
Ecclesiastes 12:12           - Seneca
                                                 goodness...”
                                                  - Erasmus




We Haven’t Even
 Mentioned...
Developing
                  Solutions               Rituals
               Rituals/Systems/Tools




Establishing    Implementing
  systems           tools

                                        Einstein’s desk
                                       on the day he died
3 keys for                             set up and stick to a system
                                Digital efficiency                         establish and refine rituals

                                                                            pick and learn your tools

Phone leashes


 Digital Efficiency requires:



     a system
                                                                           I. Check your reality
     rituals                          lay the                              II. set up your help
     Tools                          groundwork                             III. prepare your systems




      I.
                                       track your time
Reality check                   Gain Awareness with Time Maps and Timers
II.
set up your help




                                                             bill payment
                          automate                              deposits
                   spend your time, energy and brainpower
                                                            budget tracking
                        where it’s needed or enjoyed
                                                            email filtering
                                                              calendaring
III.
prepare your                                                           6 Levels of focus
   system
free up your mind for thought




The Big Picture:                Reality on the Ground:
                                                                        break projects into pieces
    Life Overall                areas of responsibility
    (Mission, Purpose)               (Family, Job, Charity)              plan backwards from the
                                                                                 deadline
 Longterm Goals                            Projects
        (Five Years)              (Requiring multiple steps)           Specify the very next actions

Short-Term Goals                             Tasks
         (This Year)                (Individual To-Do Items)




                                  Taming Info
  Establish                       Overload                                   Don’t rely on
   Rituals                      Strategies for staying sane and calm          willpower
“It is a profoundly erroneous truism that we
         “...We each have one reservoir of will                 should cultivate the habit of thinking of what we
        and discipline, and it gets progressively               are doing”
        depleted by any act of conscious self-
        regulation...”                                          “The precise opposite is the case. Civilization
                                                                advances by extending the number of
                                                                                                                            Rituals
                                                                operations we can perform without thinking                   first things first
        - Tony Schwartz,                                        about them.”                                                   weekly review
                                                                                                                              digital sabbath
        Harvard Business Review
        http://bit.ly/rituals101                                - A.N. Whitehead, Philosopher, 1911




                                                                   “Launching my work day by
                                                                   focusing first on whatever I've
                                                                   decided the night before is the
                                                                   most important activity I can do
                                                                                                                     Establish a
                   1st things 1st                                  that day. Then taking a break                    weekly review
                start the day with the most important project      after 90 minutes to refuel...”                         A Weekly Brain Refresh

                                                                                                                     Review: Calendar, Projects & Tasks
                                                                   - Tony Schwartz,
                                                                   Harvard Business Review
Weekly Review




                     Review Once a Week:

                              Calendar
                                                                                                                       Next step:
                  (Upcoming Week & Previous Week)
                                                                     tech sabbath                                   Pick your tools
                                                                              no-tech Sunday
                               Projects                                              or
                   (Review Progress, Change tasks)                          No Tech before bed
                                                                                     OR
                                                                          tech-free early morning
                                 Tasks
                        (Individual To-Do Items)
The 9 Buckets
                                            Email       Calendar       Tasks
                                                                                 Pick & Stick to
  The 9 Buckets                                                                  capture tools
     The infoStuff that we manage                                                For random bits of info and thoughts
                                            Docs       InfoScraps      Feeds




                                            Links        Paper        Reading




                                                                                Hunt for system
   Keep it simple                           Paper works                              gaps
Choose basic tools that are good enough     index cards and the hipster PDA                 find the leaks

                                                                                      Identify your weaknesses

                                                                                      specify your adjustments




                                          Google Calendar                       Google Calendar


             Calendars
               Reading
                Paper
                 Docs
                 Links
               Calendar
                Feeds
                 Tasks
              InfoScraps
Toodledo     toodledo


Tasks
 Reading
  Paper
   Docs
   Links
 Calendar
  Feeds
   Tasks
InfoScraps




             Google Docs


Docs                        InfoScraps
 Reading
  Paper
   Docs
   Links
 Calendar
  Feeds
   Tasks
InfoScraps                      Reading
                                 Paper
                                  Docs
                                  Links
                                Calendar
                                 Feeds
                                  Tasks
                               InfoScraps




              evernote     evernote
Evernote                   Google reader


              Feeds
               Reading
                Paper
                 Docs
                 Links
               Calendar
                Feeds
                 Tasks
              InfoScraps




Instapaper                    Trunk.ly


              Links
               Reading
                Paper
                 Docs
                 Links
               Calendar
                Feeds
                 Tasks
              InfoScraps




                           Google Contacts

             Contacts
               Reading
                Paper
                 Docs
                 Links
               Calendar
                Feeds
                 Tasks
              InfoScraps
Google Voice                     Google Voice


    Voicemail
      Reading
       Paper
        Docs
        Links
      Calendar
       Feeds
        Tasks
     InfoScraps




Google Voice      The 9 Buckets
                  Email   Calendar       Tasks
                                                   One final bucket?

                                                             $$
                  Docs    InfoScraps    Feeds           Financial
                                                           Reading
                                                            Paper
                                                             Docs
                                                             Links
                                                           Calendar
                                                            Feeds
                                                             Tasks
                                                          InfoScraps

                                                           Info
                                                             $$
                  Links   Contacts     VoiceMail




   Mint           Betterment

                                                     Backing Up &
                                                       Sharing
bit.ly

         Sharpen Your Toolkit
NETTED.NET                         LYNDA.COM                        MAKEUSEOF.COM
           Keep track of the latest,          Learn efficiently. Not free.      Useful, free how-to PDF
           greatest new services online.      Valuable, effective training.    guides and useful site lists.




         READWRITEWEB                       FANCYHANDS.COM                    ALLTOP.COM
         Helps keep you up-to-date          Got more $$ than time? Pay        Custom RSS aggregator for
         on new Web tools and               $1.50/day to hand off             topic overviews. Catch up on
         services.                          unlimited tasks.                  a topic, or customize a page.




           QUORA.COM                          VARK.COM                         MASHABLE.COM
           Build a network of smart           Type in a question, get a        Mashable has become a
           people whose insights you          quick IM reply. Vark.com         consistent, reliable resource
           value. Ask & answer                quickly connects questions       for useful social media tips
           questions and follow topics.       with answerers.                  and how-to guides.

TWITTER.COM/JEREMYCAPLAN - QUESTIONS? E-MAIL: JEREMY@JEREMYCAPLAN.COM
Our Most crucial
                                                                                                 information
                                                  Making the Most                                   source
                                                     of E-Mail
                                                                                                               Email




                                                                                                    Key email
DO, DELETE, DEFER JUICE UP YOUR
                    GMAIL
                                     MINIMIZE
                                  INTERRUPTIONS
                                                                                                   techniques
                                                   Mastering email                                     Filtering
    FILTER        AUTOMATE           BATCH
                                                                   Settings
                                                                     Labs                             Automating
                                                               Filters & labels
                                                                apps & Add-ons                         batching
 STRENGTHEN       BOOKMARK
                                                                                                       one-touch
  SIGNATURES        EMAIL         ADD CONTEXT




                                                           Filtering                               Automating
             Filtering                              Clarify the characteristics of the email
                                                           that needs to be filtered
                                                                                                type it once, fine. Type it twice, fine.

                                                                                                   Type the same thing 50 times?
          Fool me once, shame on you...
                                                  Examples:
                                                  - Sender’s Name/Address                               You’re wasting time..
          fool me twice, I need a filter          - Subject Line
                                                  - Recipients
                                                  - Keywords
Textexpander                               Textexpander                                                                Textexpander




                                                My Textexpander Stats:


                                                                                          My Textexpander Stats:




           batching                                  batching
Check and act on email periodically, not   some people find that checking every hour is
constantly.                                a reasonable compromise.
                                           find a frequency that works for you.
                                                                                                             One-Touch
your attention and focus are valuable.
don’t squander them.                                                                            When you act on email, don’t just read. act.

                                                                                                           Either archive, reply or defer




                                                                                                              8 Gmail
        One-Touch                                                                                            Shortcuts
                                                   Settings &                                                      c"="compose
3 basic options for acting on an email:                                                                            r"="reply
Archive = delete or label                          Shortcuts                                                       a"="reply"all
do = reply or take some action                                                                                     f"="forward
                                                                                                                   e"="archive
defer = Schedule for later or delegate
                                                                                                                   l"="label"
                                                                                                                   v"="move"with"label
                                                                                                                   s"="add"a"star
Juicing Up GMail                                  Reply from
                                      Gmail Settings   other Email
                                                        Addresses




 Send & receive Email                 Customize your     Gmail
 from work accounts                       email          Labs




     6 best Gmail
         Labs
Undo"Send          Auto"Advance
Canned"Responses   Send"and"Archive
Quick"Links        Create"a"Doc
More Gmail Labs




                   Add Gadgets

Filters & Labels
Create a Filter   Create a Filter
                      Step 1            Step 2




Create a Filter                      Boomerang
    Step 3

                  Apps & Add-ons




 Boomerang          Nudgemail         Nudgemail
WiseStamp email   WiseStamp email
  signatures         signature      Bookmark email




                   Rapportive         Rapportive




Bookmark email
  Rapportive




                         170              171
173




         Questions?

          jeremy@
      jeremycaplan.com

          Twitter:
       @jeremycaplan

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Digital Efficiency for Business Journalists

  • 1. Oc tob er We are 110 13, 201 1 Digital Efficiency FLOODED JEREMYCAPLAN.COM PHOTO BY .robbie TWITTER.COM/JEREMYCAPLAN QUESTIONS? E-MAIL JEREMY AT Tips, Tools & Techniques With Info E-Mail Messages for Streamlining Per Day Per Your Digital Life Person By Jeremy Caplan 100+ 20 In a Month... > 3,000 E-Mails Bits of Info Jotted > 5,000 Blog Posts Sites/Blogs Down > 500 InfoScraps Subscribed to in (Notes, Phone + Documents Google Reader Numbers, To-Do List + Pictures + Links... Items, etc) % of Time When Info is Flowing Into My Life # of Important Things to Read Online My Average # of Daily Incoming Email Messages % of Time When No New Info Is Coming In Amount of Spare Time for Casual Reading 110 110 8.3% 88 82 75 82.5 # of Email Messages 55 2008 27.5 2009 2010 2011 91.7% 2008 2009 2010 0 Year 2011
  • 2. “...Such is the flood that event things “...Of Making Books “The Abundance of that might have there is no end...” - Books is done some good Distraction” lose all their Ecclesiastes 12:12 - Seneca goodness...” - Erasmus We Haven’t Even Mentioned...
  • 3. Developing Solutions Rituals Rituals/Systems/Tools Establishing Implementing systems tools Einstein’s desk on the day he died
  • 4. 3 keys for set up and stick to a system Digital efficiency establish and refine rituals pick and learn your tools Phone leashes Digital Efficiency requires: a system I. Check your reality rituals lay the II. set up your help Tools groundwork III. prepare your systems I. track your time Reality check Gain Awareness with Time Maps and Timers
  • 5. II. set up your help bill payment automate deposits spend your time, energy and brainpower budget tracking where it’s needed or enjoyed email filtering calendaring
  • 6. III. prepare your 6 Levels of focus system free up your mind for thought The Big Picture: Reality on the Ground: break projects into pieces Life Overall areas of responsibility (Mission, Purpose) (Family, Job, Charity) plan backwards from the deadline Longterm Goals Projects (Five Years) (Requiring multiple steps) Specify the very next actions Short-Term Goals Tasks (This Year) (Individual To-Do Items) Taming Info Establish Overload Don’t rely on Rituals Strategies for staying sane and calm willpower
  • 7. “It is a profoundly erroneous truism that we “...We each have one reservoir of will should cultivate the habit of thinking of what we and discipline, and it gets progressively are doing” depleted by any act of conscious self- regulation...” “The precise opposite is the case. Civilization advances by extending the number of Rituals operations we can perform without thinking first things first - Tony Schwartz, about them.” weekly review digital sabbath Harvard Business Review http://bit.ly/rituals101 - A.N. Whitehead, Philosopher, 1911 “Launching my work day by focusing first on whatever I've decided the night before is the most important activity I can do Establish a 1st things 1st that day. Then taking a break weekly review start the day with the most important project after 90 minutes to refuel...” A Weekly Brain Refresh Review: Calendar, Projects & Tasks - Tony Schwartz, Harvard Business Review Weekly Review Review Once a Week: Calendar Next step: (Upcoming Week & Previous Week) tech sabbath Pick your tools no-tech Sunday Projects or (Review Progress, Change tasks) No Tech before bed OR tech-free early morning Tasks (Individual To-Do Items)
  • 8. The 9 Buckets Email Calendar Tasks Pick & Stick to The 9 Buckets capture tools The infoStuff that we manage For random bits of info and thoughts Docs InfoScraps Feeds Links Paper Reading Hunt for system Keep it simple Paper works gaps Choose basic tools that are good enough index cards and the hipster PDA find the leaks Identify your weaknesses specify your adjustments Google Calendar Google Calendar Calendars Reading Paper Docs Links Calendar Feeds Tasks InfoScraps
  • 9. Toodledo toodledo Tasks Reading Paper Docs Links Calendar Feeds Tasks InfoScraps Google Docs Docs InfoScraps Reading Paper Docs Links Calendar Feeds Tasks InfoScraps Reading Paper Docs Links Calendar Feeds Tasks InfoScraps evernote evernote
  • 10. Evernote Google reader Feeds Reading Paper Docs Links Calendar Feeds Tasks InfoScraps Instapaper Trunk.ly Links Reading Paper Docs Links Calendar Feeds Tasks InfoScraps Google Contacts Contacts Reading Paper Docs Links Calendar Feeds Tasks InfoScraps
  • 11. Google Voice Google Voice Voicemail Reading Paper Docs Links Calendar Feeds Tasks InfoScraps Google Voice The 9 Buckets Email Calendar Tasks One final bucket? $$ Docs InfoScraps Feeds Financial Reading Paper Docs Links Calendar Feeds Tasks InfoScraps Info $$ Links Contacts VoiceMail Mint Betterment Backing Up & Sharing
  • 12. bit.ly Sharpen Your Toolkit
  • 13. NETTED.NET LYNDA.COM MAKEUSEOF.COM Keep track of the latest, Learn efficiently. Not free. Useful, free how-to PDF greatest new services online. Valuable, effective training. guides and useful site lists. READWRITEWEB FANCYHANDS.COM ALLTOP.COM Helps keep you up-to-date Got more $$ than time? Pay Custom RSS aggregator for on new Web tools and $1.50/day to hand off topic overviews. Catch up on services. unlimited tasks. a topic, or customize a page. QUORA.COM VARK.COM MASHABLE.COM Build a network of smart Type in a question, get a Mashable has become a people whose insights you quick IM reply. Vark.com consistent, reliable resource value. Ask & answer quickly connects questions for useful social media tips questions and follow topics. with answerers. and how-to guides. TWITTER.COM/JEREMYCAPLAN - QUESTIONS? E-MAIL: JEREMY@JEREMYCAPLAN.COM
  • 14. Our Most crucial information Making the Most source of E-Mail Email Key email DO, DELETE, DEFER JUICE UP YOUR GMAIL MINIMIZE INTERRUPTIONS techniques Mastering email Filtering FILTER AUTOMATE BATCH Settings Labs Automating Filters & labels apps & Add-ons batching STRENGTHEN BOOKMARK one-touch SIGNATURES EMAIL ADD CONTEXT Filtering Automating Filtering Clarify the characteristics of the email that needs to be filtered type it once, fine. Type it twice, fine. Type the same thing 50 times? Fool me once, shame on you... Examples: - Sender’s Name/Address You’re wasting time.. fool me twice, I need a filter - Subject Line - Recipients - Keywords
  • 15. Textexpander Textexpander Textexpander My Textexpander Stats: My Textexpander Stats: batching batching Check and act on email periodically, not some people find that checking every hour is constantly. a reasonable compromise. find a frequency that works for you. One-Touch your attention and focus are valuable. don’t squander them. When you act on email, don’t just read. act. Either archive, reply or defer 8 Gmail One-Touch Shortcuts Settings & c"="compose 3 basic options for acting on an email: r"="reply Archive = delete or label Shortcuts a"="reply"all do = reply or take some action f"="forward e"="archive defer = Schedule for later or delegate l"="label" v"="move"with"label s"="add"a"star
  • 16. Juicing Up GMail Reply from Gmail Settings other Email Addresses Send & receive Email Customize your Gmail from work accounts email Labs 6 best Gmail Labs Undo"Send Auto"Advance Canned"Responses Send"and"Archive Quick"Links Create"a"Doc
  • 17. More Gmail Labs Add Gadgets Filters & Labels
  • 18. Create a Filter Create a Filter Step 1 Step 2 Create a Filter Boomerang Step 3 Apps & Add-ons Boomerang Nudgemail Nudgemail
  • 19. WiseStamp email WiseStamp email signatures signature Bookmark email Rapportive Rapportive Bookmark email Rapportive 170 171
  • 20. 173 Questions? jeremy@ jeremycaplan.com Twitter: @jeremycaplan