Planners and organisers – work

I bought another Filofax during the week, another Finsbury. It’s my second and I feel a bit bad about that as they are not cheap, they are self indulgent and there are cheaper solutions around but…But I operated on a single notebook for a long time and that wasn’t cutting it any more.

I have two Metropolitan Filofaxes somewhere in storage and I needed to solve immediate problems which is why I didn’t wait until I could go looking for them. During the year I bought a Filofax to try and be able to organise my personal life and cross reference it at least with work commitments. This was all fine for 2 or 3 months – work was generally organised using a notebook with a stripped down version of the bullet journaling system. Essentially at work I did the following:

  • basic agenda
  • to do lists
  • meeting notes

It wasn’t complicated and mostly it worked in chronological order. I occasionally cross referenced stuff using the page numbers but it would have been easier if I could move pages. It worked until I went on holidays in September, and then when I came back, my workload increased such that managing things on a day by day basis became borderline impossible. I needed something a bit more flexible and able to cope with sudden increases in workload. I toyed with multiple notebooks, looked at my digital options, and eventually decided what I wanted was rearrangeable pages. But I didn’t want that to be A4 sized as it is a hassle to lug folders around the place. In the end, I decided that work probably merited a filofax of its own so I ordered one during the week and used up some amazon vouchers.

Both Filofaxes which I bought this year are FInsburys. I chose them because I could get the Aqua colour which I liked locally, and the texture of the cover is very pleasing. I bought a Raspberry coloured one for work. The storage areas in the leather cover are handy but not deal breakers at the end of the day.

One of the things I noticed the minute I bought the work one was that what I needed from it was a lot more flexibility and a lot more bits. I have a section for filofax admin until the habits I need are built up. For example, I use colour as an organisational tool and in the notebooks that was generally off different coloured pens. Filofax comes with assorted colours of paper and I use blue for to do lists and yellow for meeting notes, for example. Remembering things like that are habits that need to be built. The plus side though is that I just use blue pens now and there is one blue and one black pen attached to the organiser.

But now I can break down work in terms of categories, be those categories projects, departments or assorted tasks within business as usual. This is extremely handy because it means that – for example – meeting notes or work notes are stored by category rather than date. They are easier to find.

Being a social media child, I went on pinterest and instagram to look at other people’s filofaxes and what strikes me is that there is a major focus on appearances there. Lots of headers in brush script, lots of washi tape. Even where they deal with trying to organise work, it has no relationship to the kind of work I am trying to do.

I work in IT management. A pretty day page that has a to do list with space for 8 items is unworkable for me. My daily to do list regularly runs to 20 or 30 items. There is no real coverage of the business of actually having a job, but plenty to the business of running a social media site.

I want my planner to look beautiful – I’m of an artistic leaning my self – but I also need it to be professionally useful. The key issue with Filofax over the years – and why I have failed with them in the past – is that their paper has been pretty dire in the future. This is something they appear to have fixed.

Starting an organiser in November is…interesting though. I’m not a huge fan of the vertical week on two pages for work – I have historically used a month on two pages and then transferred meetings into the daily lists. But one of the reasons I wanted to move away from the notebook is that I really didn’t have the time ot be drawing up the agenda pages myself any more so for the remaining 2 months of this year, I’ll use the planner that came in the filofax and sort things out differently for next year.

After that, what I need are lots of unmarked dividers. Both filofaxes came with numbered dividers 1-6 and I wish that Filofax would reconsider this. So one of my first purchases to feed the filofax habit has always been unmarked dividers that I could mark myself.  The other main thing is to ensure that you have an adequate supply of the paper you use. I haven’t tended to use the filofax to do list preprinted for my personal stuff but I am finding them useful for my work filofax for use as a master to do list. This basically is all the stuff that I have to do but not stuff I necessarily have to do today. To be honest, trying to manage this wrecked my head with the notebook solution so movable pages is dead handy here.

In the meantime, I continue to look at planners and filofaxes on Pinterest and Instagram for ideas about organising the paper, whatever about the content. I struggle with writing around the rings – this is something I will just have to get used to. Mostly, I’m really only interested in things like printed dividiers, how people organise dashboards.

For me, I’d say that the following items are required:

  • some sort of calendar agenda
  • blank paper of your choice, be it lines, grid, blank, dotgrid
  • at least 1 book mark and probably 2
  • Page markers
  • Dividers.
  • some sort of hole punch. I use the cheaper plastic one that fits i the planner itself.

After that… your options are fairly unlimited. Basic point is, you can find stuff so put effort into ensuring that you understand why things wind up in separate sections.

My primary sections at work are:

  • calendar
  • daily to do list
  • master to do list
  • meeting notes
    • these get moved to the relevant project when complete – this is to ensure I always have meeting note paper
  • projects
    • subdivided as required
  • work journal.
  • careers planning

I tend to think it’s important to review each day, and note any important stuff on an ongoing basis and review those notes from time to time to ensure that you are aware of what is going on and how different people are reacting.