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The effectiveness of a
daily organizer is no longer arguable . . . the only issue is which type
is best for you. The fundamentals of a good organizer are simple, yet very effective at simplifying your life. |
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My name is Gary Fugere, I have been
a time management trainer since 1989. Currently I teach an
Online class that is offered at over 300 colleges and educational intuitions entitled,
Organize or Agonize. A student sent this email question
recently:
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Lesson 4 on personal organizers was great, you covered lots of ground on how to effectively use a personal planner. You convinced me that I need a system to capture my mind traffic and the details of life, but I just spent the past hour shopping for a personal organizer online.
The choices are over whelming.
I do not want to make a mistake, as the investment in time getting a personal planner set up is going to be more important than the cost.
I need to be budget conscious as well. What are the pros and cons of the various sizes and types?
Can you recommend a specific
personal planner system that you think stands out among the others?
Thanks,
P. Foster
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Coming up with a
one-size-fits-all organizer is tough, because much depends upon
your lifestyle and career needs. That being said, I have some
definite preferences that make sense for a vast majority of
those who work in the business world. Lets take a look at the
pros and cons of each and then I will recommend a system that
would be a good gift for a recent business school
grad.
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Platform Options
Electronic
-- Technology is moving in
the direction where it won't be long before we are giving up
our paper based planners for their electronic brethren the PDA. But,
until we have both voice and handwriting recognition software in
a wireless, high speed, always-on system, keep your paper
personal organizer. I have tried to make a PDA work and everything I have tried has
slowed me down and complicated my life.
- Handhelds and PDA's -- They
have come a long way and are starting to catch my attention,
in fact I use a Palm Treo 700. It just
simply is not a good capture tool yet. Two thumb typing just
doesn't cut it when I'm in a meeting and need to capture the
details. Handhelds are great for retrieving stored data and
on-the-fly data emergencies. I will not be trading in my
paper based planner for a handheld until such time as
somebody comes out with an insanely great voice to text
recognition system.
- Pros
- Ultimate in
portability
- Synchronization with
primary PC
- Fast boot time
- Marriage between
telephony and computers
- Data retrieval
- Battery Life
- Cons
- Inability to
function as a capture tool
- Data input is
clunky and not user friendly
- Screen
readability
- Small or non-existent
keyboards
- Tablet PC --
Tablets are the biggest potential threat to the
paper based planner industry, or the will be when they
come out with a ten hour battery life. I
own a HP TC-1100 convertible tablet pc
and I love it. But, it is not a replacement for
my paper based system and the primary reason is
battery life. If I am going to be out of the
office for the day, I'm in trouble; my capture
system is dead in three hours.
- Pros
-
Portability of your primary pc
- Data
storage
- Data
retrieval
- Cons
- Cost
(a fully configured system, is about $3,000)
-
Battery life
- Weak
handwriting recognition (but is
getting better)
- Weak
voice recognition software
- Slow
boot up time
- Not
able to keep up with my daily pace.
Paper Based
Organizers -- My
recommendation. Look around you, the
one common denominator of highly
effective people is the use of a
personal organizing system. To think
that you can become organized and
stay that way, relying upon your
memory, post-it notes, and the back
of an envelope or some electronic
gadget is self-delusional. Wander
through the penthouse offices of any
major corporation and you'll see a
lot of Franklin planners, why? They
simplest tool to keep them
on top of their most important asset
. . . their time.
- Pros
- Simplicity of capturing
mental traffic
- Low maintenance
- Cost $30 to $70
- Expandability
- Customization options
- Cons
- Portability
- Limited search ability
- No backup capabilities
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Size
Senior or A5 (8 1/2"x11")
-- My preference. During a typical business day we are wandering
around picking up pieces of paper that you must reference later.
If your personal planner is senior sized you can pop it open, flip
to the appropriate tab and insert it for later instant
retrieval.
- Pros
- Universality
- Readability
- Plenty of doodle space
- Maximum form choices
- Cons
Junior
or Classic(5 1/2" x 8 1/2") -- Vast
preference of women
- Pro
- Less bulky to carry
- Fits in most purses
or handbags
- Con
- Non-Standard punched
holes
- Incoming paper must be
copied and reduced
- Takes up too much
room in purses and handbags
- Tiny boxes to write
in
- Limited space for
doodling
Pocket
(3 1/2" x 6") -- My
suggestion would be a inexpensive PDA instead
- Pros
- Maximum portability
- Ease of mind traffic
capture
- Cons
- Not enough space
- Lack of ability to
expand
- Must be entirely
recreated every month
- Necessitates multiple
calendars
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Binder Type
Three Ring
-- Lets face it, a vast majority of the punched paper in the
world is three ring. So if you want maximum flexibility
interacting with the rest of the world then choose three ring.
Multi-Ring -- Usually seven
rings but on a recent trip to my local Staples store I noticed a system
with nine rings. The advantage of a multi ring system is that
pages are less likely to tear at the holes. The good news is
that the seven hole paper will also fit a three ring binder
without alteration. Many corporations buy office copy paper pre punched for a
seven hole system.
Spiral or Bound -- Every
once in a while I encounter someone who uses a closed system and
for the life of me, I cannot figure out why. The only possible
explanation must be the binding size, but by not having the
ability to ad pages is paying an enormous price in order to get it. |
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Components
Most of the popular brands will come
with the basics and allow you to purchase add on pages for your
new system. But in
some cases, you'll need to design your own pages using your
laser printer or copier. Don't be afraid to mix styles from more
than one manufacturer. But the system you choose or create must
include these basic components:
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The monthly pages
-- 12
monthly individual pages each with 31 large boxes to record your personal time
commitments for the month. Click Here to view a
PDF example.
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1-31 Daily planning
pages -- Preferably
two pages per day that display the hours of the day, so you can plan
out your time, an area for prioritized to-do list and some
room for mind dumping.
Click Here to view a
PDF example.
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Alphabetic tabs
-- A section in the binder
containing 26 divider tabs, one each labeled with one letter of the
alphabet. These dividers will act as your temporary portable file
cabinet enabling you to quickly and easily store and retrieve
documents, your address book, client notes, or any item that you
might find useful for your upcoming meetings and appointments.
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Communication planners
-- A
simple form that enables you
to track and record all of life's details and retrieve them instantly.
But most importantly a communication planner is the place you'll
plan and record your communications with others.
Click
Here for a PDF example.
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Phone directory pages
-- Pages
placed behind your A-Z tabs for storing names, addresses and phone
numbers, as well as Christmas lists,
rosters, etc.
Click Here for a
PDF example.
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Out years pages
-- It's important to have a place to record long range notes that are not due this year,
but next year and the years out. Click Here for a
PDF example.
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Reoccurring events page
-- A place to write
reminders for birthdays, anniversaries and all annually reoccurring events.
By having a reoccurring events page, you will be writing those dates just
once and only in one place. Click Here
for a PDF example.
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Plastic pouch
-- A
good one has a zip lock-type of zipper. It's a place to carry your stamps, pencils, business cards, credit cards,
etc.
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Customized tabs
-- You
may want a series of customized tabs for your own use, for such things
as maps, meetings, or a separate tab for each of the kids,
etc.
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Brands
Stick with legacy brands
-- You'll need new calendar refills annually so make sure you
purchase your planner from a brand that you know will be there
in the years to come. Here are the brands that are likely to be
around a while. If the organizer you are about to buy is not on
this list you should probably reconsider.
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Recommendation
FranklinCovey
-- Without a doubt they lead the pack and by a wide margin. The
FranklinCovey
personal organizing tools have become the
overwhelming choice of the corporate world.
FranklinCovey
stands
out in the following areas:
- Widest choice of size and
design
- Competitive pricing
- Training and tutorial
options
- Widest variety of add on
tools and accessories
- Integration with technology
tools
- Customization options
- Outstanding warranties and
customer service
Design your own Franklin Planner! Customize color, size, style, and more!
At only $49 this is clearly my
number one choice for a recommendation. It is
priced right and is completely customizable.
Begin with any month; select
1-page-per-day, 2-pages-per-day, or the weekly format and have
your birthdays and other reoccurring events pre-printed.
Order your FranklinCovey Planner Now! Stop Procrastinating
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