When we last saw our hero (that’s you), information was coming into your life at an alarming rate. And now, you have to figure out what to do with it until you’re ready to use it. In essence, we need to look at how you store your information.
Of course, there are lots of systems out there, and you have to find what works for you. What you’re about to learn here, though, is a system of organization that can be used on any standard computer—or, "in the cloud" systems like Google Docs—and it works because it’s built around two fundamental principles:
Looking at those two points, it sounds completely obvious. But you’d be surprised.
Before you even take your computer out of the box, there’s a lot of stuff already on it, such as applications, pictures, fonts, etc. For most people, that’s pretty transparent stuff; whether you use it or don’t, you take it for granted. However, there’s another out-of-the-box component that most people don’t ever mess around with, and it’s the cause of hours of wasted time, multiple headaches, and the all-too-common facial expression of blankness mixed with confusion that graces most people faces as they search umpteen buried folders on their hard drives, looking for that one file that they know they saved somewhere, but just can’t seem to find… the default folder structure.
Take a look at a standard Finder window, and (if you’re using a mac, as I do) you’ll most likely see something like this snapshot from Apple:
Apple Computer
Take a look in the sidebar, and you’ll see the basic rundown: Desktop, Home, Applications, Documents… and sometimes Movies, Pictures, and such (I know Windows has a similar setup, and I tried to find a screenshot somewhere, but Windows user will just have to extrapolate for themselves on this one; it has been years since I was a Windows user, and like someone who got food poisoning at a B-grade greasy spoon, I can’t bring myself to go back and try again…).
The general idea, quite simply, is that applications get stored in Applications, your documents get stored in Documents, and on and on (this is such a ubiquitious structure, that many people replicate it if they start storing information online…). The currency? Stuff.
But does this describe how you think about your work? Doubtful.
Chances are, you don’t think in terms of "documents", you think in terms of projects and people. Rather than stuff,, you think in contexts.
Heavens, no! When you sit down to work, do you think, "I have to get to work on my projects?" Or do you think, "I have to write that article," or, "I have to create that presentation," or, "I’m working with x client this morning at 9:30."? My guess is, the latter.
The idea, again, is to make it easy for you to get what you need while maintaining (or improving) your mental state. The more intuitive your file structure, the less ruffled your mind’s feathers will get while you get to your stuff. So rather than swim through layer upon layer of folders ( Documents -> Projects -> Presentations -> ABC Corp. -> presentation.file ) to get what you need, organize your file structure by how you think. If you think "clients", have a Clients folder, with individual folders for each client. As an example, the structure I use to organize my client files is "Clients -> Last Name, First Name -> 08 (or whatever year) -> 031308.rtf" (for a session on March 13, 2008) … see example below:
My "Clients" folder structure
When you file by context rather than content, and you’re willing to reorganize a few folders, you’ll find that your file structures become much more intuitive to manage. Here’s how you can do the same:
We’ve already begun talking about having a usage mindset rather than a storage mindset; thinking in terms of context rather than content helps tremendously when you’re creating documents and folders. But where this will really save your bacon is when it comes to storing files, photos, and PDFs that you download, are emailed, or find online.
Think about your mindset when you’re in research mode. You browse and search the ‘net, looking for specific information. Then, like a hawk-eyed granny in the "blue-light special" isle at K-mart, you come across the treasure of a lifetime. You grab/click/download the thing, but now, where do you put it? You put it in your Documents folder, of course.
Noooooooo! Don’t do it!
Storing information by content type is silly. And yet so many of us do it out of habit. Why? Because when you’re in search mode, you’re looking for stuff. So, when you find it, you’re thinking, "stuff." You’re so in "stuff" mode that you can’t see past your little squirrel nose, packing away those nuts for a snowy day. But when you actually need to use it, you won’t be in search mode, you’ll be in do mode.
Do mode is the mode of action, of implementation, of productive forward motion. And when you’re in that mode, you’re thinking about stuff differently than when you’re in search-and-store mode. In fact, you’ll be thinking in the same mode you were in when you figured out all your contexts just a minute ago.
Storing information effectively means you need to shift your mental gears from search mode into do mode. Before you save that file, think about when you’ll need to use it, and what context you’ll most likely be in (in some cases, it may be hard to predict, so go with the most obvious one).
For example, let’s say you’ve just Googled "computer organization", and found a blog that linked you to this article. You enjoy my slightly bizarre sense of humor and keen organizational acumen, and you want to save this for later. Scrolling up to the top of the page, you see the "PrintThis" link at the top of the post, and print it as a PDF to your desktop.
Good. Now get in there and think for yourself.
Hi Adam. I just got myself my first Mac (an iMac) about a month ago when my laptop died. It’s wonderful.
I’m trying out a piece of software called Hazel which is like an email filter, but for files - so it automatically files things based on a set of rules.
I have gone through so many moves to new computers over the last decade, and my hard drives are pretty messy.
Organizing everything seems like a monumental task, BUT it’s occurred to me that perhaps if I just get the infrastructure set up, I can move a file into the new system when I use it.
That way the files I use most will end up in the system pretty fast.
And maybe Hazel will help relieve some of the burden with the rest.
That’s really cool. I’ve been thinking recently more and more about developing a new filing system based on my personal computing habits. I’ll definitely keep your tips in mind when I get around to organizing my stuff. Thanks for posting!
Trisha, welcome to Mac land! I’ve heard of Hazel, but had a feeling that it might do things I didn’t want them to.
I’m going to write a post about this at some point… I find that people with a strong sense of internal structure do well with an unstructured environment (one they can impose their own structure upon), whereas people who have less internal structure are really helped by environments that provide that for them. I wonder if that makes sense to anyone but me…
Anyhow,
I think you’re right on, there.
Evan, you’re welcome - and please do let us know how it goes.
Hi Adam -
Your article reminded me of a site I found a while back - PersonalBrain.
http://www.thebrain.com/
“Dynamic mind mapping software that lets you link your ideas, files and web pages the way you think.”
Looked like a pretty cool tool, but my brain is already infected with chronic linear-contentitus… =^)
Ciao -
Kathy M.
P.S. Love the new “you”! Although I also miss my good old Monk at Work…
Kathy, PersonalBrain looks interesting… I wonder what the learning curve on something like that is. I may grab the 30-day trial and play with it.
p.s. thanks; and don’t worry, the Monk isn’t gone… just new and improved.
Wow! I’m so glad I found this article of yours Adam. Totally makes sense and I’m going to start doing this right away. I too, like Trisha above, recently got a Mac- I bought a MacBook this past November and love it! I’m totally into Macs and won’t ever go back!!!
Thanks for this great info and advice. I am one that needs every organizational piece of info I can get my eyes on.
Gina
Thanks, Gina. Welcome to the ranks of mac users! And stay tuned… the series is far from over!
…finally! someone validating my thinking! Thanks, ADAM- I needed that!
I’m not too keen on those programs that do the kind of thing that Hazel does as it removes my (all powerful
control
Great post Adam, I’ve already started to re-organise along the lines you suggest.
I have one quick question though. How do you use your system when there could be more than one context?
For example I recently gave a key note speech to the sales force of one of my clients. Would you recommend saving the notes under a client name > speech location (ie primary context is the client) or would you file under speeches > client (with the actual activity as the primary context but risk having several places data relating to the client could be?)
Amy Jane, glad I could be the voice of reason.
Seriously, though… trust yourself. If you don’t feel a solution—any solution, no matter how celebrated by the vox populi—wouldn’t be right for you, then leave it. Y’know?
AJ, in truth, there really isn’t “one right answer” here… because it depends on how you use it.
When you think about needing to access this speech in the future, would it make more sense to you (that is, how do you think you’ll remember it) to file it with the client’s files, or keep a more “centralized” folder with all of your speeches in it?
And hey, if the answer is honestly both, then put it where you feel is best, and create an alias/shortcut to it, and create the other folder, too. (One way I could see this looking is that you’d have each speech in with each client, and then one folder called “Speeches” with aliases to each speech, so you’ve got a one-glance record of all your speeches, without multiple files.)
Adam, I was thinking about how to do just that but without duplicating the file, I’d not have thought of an alias or short cut though!
Thanks for the great tip!
You’re most welcome!