Get things done on the Mac and/or without Outlook

The dark side of the Mac:  personal productivity systems

As some of you may know from following my escapades on this blog, I have been a big proponent of the Getting Things Done (GTD) and Mastering Your Now (MYN) as personal productivity systems. At one point, I was pretty good - and very productive - using these systems.  A couple of years ago, however, I switched to the Mac and I lost a lot of momentum.

You see, I used to use Outlook as my "home base" for processing my inbox and managing tasks, and I relied heavily on ClearContext for managing my mail volume.  On the Mac, Entourage, OS X Mail, and Outlook don't even come close to the power of Outlook on Windows.  To make matters worse, Outlook on the Mac is not extensible so there is no way to do anything like ClearContext on the Mac.

I tried OmniFocus and a number of other tools, but never could find one that became a habit, so they all fell by the wayside (usually after a couple of days).

I found a personal productivity system I like on the Mac!

I have good news - I've found a personal productivity approach that is a) familiar, b) works well on the Mac, c) has a mobile approach that works.  This one comes from my old friend Michael Linenberger (creator of the Mastering Your Now (MYN) system - that's him in the video freeze frame).  A few weeks ago, I found out Michael had created an online offering for Master Your Now ToodleDo Video Training.  He has done a lot of work to apply his MYN system to a pretty powerful cloud-based task management service called "ToodleDo."

I bought Michael's video course (as I write this, the price is discounted - not sure how long that will last), and I have been using ToodleDo and MYN as my new home base for tasks.  I really like the system.  Not only does it work extremely well on the Mac and my iPhone, I find that I actually check in on my tasks regularly

It fits well with inbox processing, as I can send emails to ToodleDo to automatically add them as tasks on my list.  There are also some intuitive "commands" you can add to your subject line to adjust the priority, start date, and more on the task right from your email (I'm using OS X Mail).

This MYN/ToodleDo system will work with pretty much any mail system on pretty much any OS - a big plus in my book

ToodleDo customized for MYN

I'd used ToodleDo in the past, but it didn't flow well for me. Now, Michael Linenberger has collaborated with ToodleDo and has implemented a quick setup method that optimized the settings to support MYN.  That made a huge difference by reducing clutter in the UI and making it simple for me to understand and use.  There are also instructions in the course on how to configure your mobile client to work in this new way with ToodleDo (the mobile instructions are manual, but short and easy to follow).

With this setup in place, all your sorting, columns, default values, and so forth are set up as they need to be to make MYN easy with ToodleDo.

Why do I like MYN?

MYN is very similar to GTD, but I find it to be a bit more prescriptive - just enough to make it work better for me.  The philosophy with GTD is "Do what you need to do for the system to work for you" which doesn't alway work as well for a distraction-prone guy like me.  GTD also relies heavily on "Contexts" to drive what you do - do the thing that matches the place you are.  I had a tough time with contexts, and never felt effective in that aspect of GTD.

In contrast, MYN is more of a "Do it this way" kind of system, which is what I need when it comes to time management.

For example, MYN cares a lot about when you want to do things, and less about where you want to do them.  The diagram on the right illustrates what I think of as the "MYN Zones" for when you want to get things done.  The Critical Now tasks are ones that must be done today (they are the "If I don't' get these done I've gotta stay late" tasks).  The Opportunity Now tasks are ones you'd like to get done within the next 10 days.  The Over the Horizon tasks are analogous to the "Someday Maybe" list in GTD - you want to get them done someday, but if they don't get done it's not the end of the world.

Limits are good

Within these "MYN Zones" it gets even more structured - you should have no more than 5 Critical Now tasks on any given day, and no more than 20 Opportunity Now tasks.  Everything else should be in the Over the Horizon bucket, which can be as big as you want it to be.

I find this budgeting method to be a great forcing function as a safety valve against over-committing (that's a big problem I tend to have).

Summary

I'm just scratching the surface here, but my summary is this:

• After years of frustration I've found a personal productivity scheme on the Mac that I can actually use and stick with.
• I am a big fan of Michael Linenberger's Master Your Now ToodleDo Video Training.
• Using ToodleDo with the Master Your Now ToodleDo Video Training is really powerful.
• This method will work very well for those of us not using Outlook, and/or not using Windows.
• The ability to use this consistently on my desktop, from a web browser, and on my iPhone is very powerful.

Would love your feedback and war stories regarding productivity on the Mac - particularly if you're a distractible type like I am.

Run your own private cloud at home

I've been looking for an easy way to access some of my home files (music, pictures, some of my software, etc.) remotely, as well as share large files with other people.  I recently found a great, cost-effective way to do this:  The "Tonido Plug 2" personal cloud device.

The Tonido Plug 2 is a small device that you can plug into your broadband router to share data.  The data is shared from a local hard drive, which you can either attach via a USB on the Tonido Plug; or from an internal 2.5" hard drive which you can insert into the Tonido Plug 2's built-in hard drive bay.  I opted for the internal drive, as I had an extra 500Gb drive that I could use. I've been using this device for about a month, and really like it.

The device includes a straight-forward set of configuration instructions, in which you create a "Tonido ID" and establish an account which creates a front-end that enables you to access your files and configure sharing permissions & access controls.  The configuration process also handles making your device accessible outside your firewall so you can get to your data from any internet connection.

It's hard to tell how big this is from the picture in this post, but it is pretty small.  It comes with two power options: one is a cord, so you can lay it on a table or on the floor and plug it into your outlet; the second is a power plug that attaches directly to the Tonido Plug 2, so you can just plug it directly into the outlet and the device just hangs there.

Easy access to my stuff

To get to my files, I have quite a few options:

• Access my personal cloud "portal" from any web browser
• Access my files from my iPhone with a Tonido App (there are native apps for iPhone, iPad, Android, Blackberry or Windows 7 mobile)
• Mount my cloud drive as a folder on my computer (I use a Mac so I open it via WebDAV, on Windows there is an app to mount it as a folder)
• Stream data to DLNA devices (I don't have one yet, but it supports XBox360, Sony PS3, etc.)

There are also a number of built-in "apps" that run on the Tonido Plug 2 itself (it has its own embedded OS).  For example, there is a file sync app you can use to keep files in sync between your personal cloud and one or more computers.  To find out more about the device or the apps, check out the Tonido site.

Share stuff

I can now use my personal cloud drive to share files with other computers in my house, access files from other computers, and to share files with other people without worrying about file size limitations of email.  For example, I just shared a PDF of one of my previous blog posts and you can download it by clicking on this link.

You can set security controls around your files or folders, which will enable you to restrict who can access specific items, as well as set up passwords for greater control.  It took less than an hour of experimentation to get the hang of the interface, and I really like this piece of gear.

Oh - and I got this for $119, not including the internal hard drive.  Not bad.  If you want your own cloud service, within your own control, I think you'll love the Tonido Plug 2.

"Brand Real" - does your brand pass the test?

Laurence Vincent's book, "Brand Real," is all about brands and brand loyalty.  At first, I was wondering how much of it would apply to me - after all, I'm more of a technical guy, and I'm not in charge of a big brand.  I found that there were actually a lot of relevant take-aways from this book that I could apply in my daily life.

"Brand Real" not only helped me understand what it takes to build a good brand, it also helped me think differently about some of the brands I have a fondness for (and some that I don't), in that it has a deep discussion about why leading brands create loyalty within its customer base.  In essence, this book spends a lot of time on analyzing brands that have become "sticky" based on what they do and not just whether they have a cool name or an exciting logo.

At its core, this book's discussion of "brand" reminds me of the maxim, "You become know for that which you consistently do."

Lots of case studies

I love learning by examples and through story-telling, so I was pleased to see that this book has a lot of real-world examples to illustrate some of its concepts.  These stories range from the personal, such as a discussion between the author and his son illustrating how superficially we think of the notion of a "brand;" and corporate-oriented stories, such as how The Gap triggered a huge backlash amongst its customers when it tried to change its logo.

Other examples feature Apple, Starbucks, and other household names, as well as case studies about lesser-known (but perhaps even more informative) organizations like Washington Federal.

Thinking of brands as living things

One thing that stuck with me in this book was discussed in a chapter called, "Expressing the Promise."  The author describes how researchers Robert McRae and Paul T. Costa, Jr. found that all people could be measured based on the degree to which they possessed 5 key characteristics:

• Neuroticism
• Extroversion
• Openness
• Agreeableness
• Conscientiousness

Likewise, Vincent posits that brands can be measured along 5 similar axes - think of them as the "personality of the brand":

• Sincerity
• Excitement
• Competence
• Sophistication
• Ruggedness

These attributes play a key role in measuring, defining, and even redefining your brand.  In "Brand Real," Vincent discusses how to use these to develop your messaging strategy, as well as how to "test" your messages to determine whether they are congruent with how your brand behaves.  Then, you can use these anchors to map what you say, what your brand does, and who you're talking to (your audience or customers) to make sure things all hang together in a credible way.

The third rail of brand

In much the same way that the third rail on a subway system provides the power that enables the train to move, Vincent talks about what it takes to connect your brand to the heart - the emotional side - of you customers, which is really the key in making a brand that customers feel passionate about (and loyal to).  These are the brands that go beyond functional products and capabilities, and move into something that makes embeds itself in the lives of its customers to create strong, emotional loyalty.  I think of brands like Apple, Nike, and Coca Cola when I think of this kind of brand.

I'm just touching the surface of the depth of this book, as it relates to brand.  I think all of the concepts apply to anyone involved in branding and company reputation, but I was surprised at how many of the concepts can apply to our personal brands.  I can see how many of these concepts could be used to improve your perceived value at work, home, organizations in which you're involved, etc.

So, if you have any interest in branding and reputation management, check out "Brand Real" -- it is well worth your time.

[Updated] Beeminder - put your money where your mouth is

How many times have you said you were going to do something, then seen your commitment evaporate?  I know it's happened to me.  In the past, I've written about how to overcome procrastination, how to turn to coaches and other 3rd parties to help keep you on task, etc. But what about online tools to help keep you on track?

Recently, I was contacted by the creators of an interesting productivity service called Beeminder and I was intrigued enough to give it a try. Beeminder is an innovative approach to help you commit to specific goals, and stay focused on them. What’s the secret sauce? If you don’t do what you said you’d do, it will cost you money. In other words, it creates accountability by getting you to put your money where your mouth is.

The premise is pretty simple:

• You decide on a goal and commit to it.
• You decide on a dollar amount as a "penalty" you'll pay if you don't meet your commitments.
• You agree to Beeminder's "contract" (including an "I promise not to weasel" clause) and commit to your penalty amount. Right now, looks like $5 is your only choice - I suspect that will change at some point.
• You use Beeminder to track your progress.

Beeminder tracks daily progress against your goals to help you monitor whether you are on track or not.  You can report progress via email, text message, or directly on the site.  You also receive daily email updates from Beeminder to let you know whether you're on track or not.

Follow the Yellow Brick Road

In tracking progress against your goal, Beeminder has a very good visual helper that I like a lot.  They call it the "Yellow Brick Road" and it is the sweet spot of progress against your goal - here is a sample of my graph (at right).  If you want a better illustration, check out the example from the Beeminder site.

In my case, my commitment is to blog 4 times per month (I know some of you have noticed how occasional my blogging has become, and I want to change that).  I also have my own internal guidelines about what it means to "blog" 4 times a month - for example, I'm talking about original content (not reposts), and the posts need to be long enough (I don't have a hard guideline on post length - but I know it when I see it).

I've established daily milestones toward a weekly blog post, and my goal is to stay within the bounds of the yellow line (my Yellow Brick Road) or above it, which means I'm ahead of my goal.  If it falls below the yellow line, I have a short amount of time to correct it, or I pay my penalty (in this case $5) to reset my goal.

The effect is cumulative, too - the first time you miss your goal, it costs what you committed originally, but each time you fall off the path, the price goes up - very motivating. Here is the formula for increases, per the Beeminder site:

What exactly is the exponential fee schedule for subsequent derailments?

Going off your yellow brick road the first time costs nothing, the second time (if you chose to unfreeze after the first attempt) it costs $5, the third time it costs $10, then $30, $90, $270, $810, etc. In general, the cost of going off the road the ith time is:

You can chicken out at any time, of course.  Which leads me to the next point...

It's free if you stay awesome

One cool thing about Beeminder is that it will cost you nothing if you meet your commitments - you only pay when you fail to do what you said you'd do, at which point you have to pay to reset/restart your goal.  I think this approach is pretty cool - they provide a great tool to help you track your progress, and it stays free if you adhere to your plan.  Mess up, and you pay the site's owners - yep, they reap the rewards if I don't do what I committed to, which is a fascinating business model.

A lot of thought has gone into this approach, from what I can tell - there is a good overview about Beeminder on the site that goes into a lot more detail, and I suggest you read it if you're considering using Beeminder.

On Goals and tracking

You can pick just about any general goal, but I encourage you to think about what daily progress looks like, as Beeminder expects you to check in daily.  They provide a bit of guidance on this on the site, as well as some specific guidance if you want to use Beeminder to track weight loss.  More on that, plus general information about the approach and "akrasia" are detailed on the Beeminder blog, in the post "The Magical Widening Yellow Brick Road."

Update: I was having trouble figuring out how to effectively track my goal, which has a weekly "deliverable" rather than a daily cadence. I just spoke with one of the Beeminder founders and he pointed me at a great blog post on that very topic: Chunky Time! - it's a must-read if you have a "chunky" kind of goal.

Give it a try

If you need a little help overcoming procrastination, or some extra motivation to keep you focused on your goals, I recommend taking a look at Beeminder.  I think it provides an interesting, innovative, and motivating method to help you get more done.  You'll know whether I succeed or not - it will be measured in blog posts per month.

If you try Beeminder, let me know how you fare!

How "IFTTT" can make you seem smarter

Recently, I heard about a service called "If This Then That" or "IFTTT" while listening to the Mac Power Users podcast.  IFTTT is a free automation service that can do a lot of things for you online, automatically.

On their site, there are a bunch of building blocks to help you create automated actions, along with a whole collection of "recipes" other people have created that you can just use for your own purposes. Some examples of recipes:

• When Facebook profile picture changes, update Twitter profile picture
• If its raining tommorow, send me an email!
• Thanking people in Twitter when they mention you or RT (note: this is a bit of overkill - I tried it for a few hours - it was too much)
• star ★ a Gmail, send it to Evernote

And there are a whole lot more.  I am still an IFTTT novice, but I have stuck with one recipe I really like:

Since I've started using this recipe, every morning I get an email that tells me 10 current events or relevant news stories that I can use to seem "up" on current events.  The stories tend to be a bit technology biased, but that is a perfect fit for me.  For example, the one I got this morning was:

Of course, this information is available on a "Business Insider" web page, but I love having it waiting there piping hot in my inbox every morning so I don't have to remember to go to the Business Insider site to catch up on things.

As I mention, I'm a newbie with this so I'm just scratching the surface, but this particular automation "recipe" has made me hungry for more.  If you find a recipe you really like, please drop me a line and let me know about it.

Seeing the Big Picture

Last week, I got a copy of Kevin Cope's new book, "Seeing the Big Picture: Business Acumen to Build Your Credibility, Career, and Company." This is a great primer on how to figure out the real way your business works - I'm talking about money and profitability.

I wish I'd had this book a year ago. I work for a company that was purchased by a private equity firm last year, and I've had to learn a lot of new things about the financial aspects of business, as they were thrown at me. A lot of what I learned e hard way is presented very clearly in this book - along with some additional information I'm sure I'll need in the near future. Do yourself a favor and learn about it before you need to apply it.

You see, a lot of us know the basics - "A business should bring in more than it costs to run the business." But there is a lot more beyond that to help us use real data to not only run our businesses, but improve them and make them sustainable and profitable in the long term.

Knowing the key elements

Kevin Cope does a great job of explaining aspects of the business in a very understandable way, whether you've got a financial background or not. The sections include:

• Cash
• Profit
• Assets
• Growth
• People

Each of them is detailed in a way that unfolds very well - each section builds on the last, so you can better understand the relationships between these key elements of a business. He also does a great job of linking them so you can understand the interplay between these 5 elements.

Furthermore, Cope explains how to use and interpret some of the "artifacts" you'll encounter as you dig into the financials of a business, including how to read a balance sheet, how to interpret an income statement, and how to get real meaning out of financial reports.

One of the concepts I've had to learn about through hard knocks is EBITDA (Earnings Before Income Tax, Depreciation, and Amortization) which is a key indicator tracked by the private equity firm that owns my company. Cope explains this very succinctly in the book and relates it to the 5 elements, above.

Not just for managers

One of the things I love about this book is how relevant it is for anyone who wants to add value to the business they are involved in. This will add a lot of value for managers, but it will also help any individual contributor better understand how they can contribute to making the business more effective. In other words, if you want to figure out how and where you can add value to your company's success, this is a great book for you.

Cope also talks a lot about how you can use all of this information to make better decisions about your business - such as how you can make pod decisions about when to save earnings, when to reinvest them in the business, how to look after both short-term and long-term horizons for your business.

If you want to brush up on your financial acumen and learn some techniques to help you add more value to your business, grab a copy of "Seeing the Big Picture" - it's like a crash course MBA.