In this week’s episode of the Working With Podcast, I answer a question about how to handle a paper-based work environment when you are a digitally minded person.
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The Beginners Guide To Building Your Own Productivity System
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How to Plan Your Year (VIDEO)
Script
Hello and welcome to episode 59 of my Working With Podcast. A podcast created to answer all your questions about productivity, GTD, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show.
This week I have a question about handling multiple types of inputs. Not just the usual digital inputs such as email, PDF and Word files, but also paper-based applications, memos and even letters. Again, something I think many of you will have to deal with, particularly if you work in a more conservative industry.
Before we get into the specifics of this question, I would like to point you in the direction of a video I made last month about planning for 2019. We are now just three weeks away from 2019 and I want you all to have the best year you have ever had, not just in terms of completing your projects and goals, but to be able to be better organised and more productive so you can spend more time with the people you really care about doing the things you want to do. I’ve put a link to that video in the show notes and I will be posting a follow-up video this week on how to turn your ideas into actual achievable goals and projects. The best way to make sure you get that video is to subscribe to my channel—which is full of tips, tricks and know-hows—so you never miss a thing.
Okay, so on to this week’s question and that means it’s time for me to hand you over to the mystery podcast voice for this week’s question.
This week’s question comes from Tiago. Tiago asks: I really enjoy the beginners guide to creating your own COD System, it was very useful for my productivity, but I work in an environment that I need to process paper documents from clients, colleagues and process many emails every day. I try to have some hours to process my inboxes, digital and physical, but it’s hard to lead with everything. Do you have some tips for this type of work environment?
Thank you, Tiago for your wonderful question. It’s actually a question about something I think we all forget about sometimes and that is how to deal with not just the digital stuff we receive each day, but also the physical stuff that comes across our desks every day.
You see whether you have read David Allen’s Getting Things Done and applied the principles or you have taken my COD productivity course, both of those resources focus on the digital side and less on the physical side. If you can get a copy of the original Getting Things Done book, that is more focused on the physical stuff because when the book was published in 2001, we were in the middle of the transition from a largely paper-based office environment to a more digital environment.
Up until last year, I kept a shelve of physical folders next to my desk which contained client contracts, regular mail and my domestic bills I had paid amongst other things. It was a way for me to manage the paper I still received. From January this year, I transitioned to a 100% paperless environment and have found it much less cumbersome. How I handle that is when something physical comes in, whether it is a contract or a bill or something else, I will scan in immediately using my phone and an app called Scanbot. What Scanbot does is send anything I scan to a folder in iCloud where I will then process whatever I received into its correct digital place. Now the problem, of course, is that this creates another inbox that needs processing. As I am not scanning every day it would be very inefficient to check that ‘inbox’ on a daily basis, so after I scan the document I add a task to my to-do list manager’s inbox to tell me to pro