sacha chua living an awesome life

You’ll often find me taking notes in a small paper notebook that I tuck into my beltbag for easy access. I like taking notes on paper more than I like taking notes on my smartphone because:

• I don’t have to look down when taking notes.
• I don’t have to worry about battery life. My phone runs out of battery frequently enough even without using it for notes or web browsing, because I use Bluetooth and GPS frequently.
• I can add little sketches here and there.

My notebook habit started in 2006, when I was a graduate student at the University of Toronto. My mom reminded me that living like a student didn’t have to mean denying myself all sorts of things, so I splurged on my very first Moleskine and started writing in it.

I’ve filled a few of these notebooks over time. I don’t write in them consistently. Sometimes there are gaps of weeks or months when I take notes on my smartphone or my laptop instead.

Many of the pages are lists: things I’d like to do in Toronto, reasons for starting a business, ideas to try. Many of the pages are notes from conversations. Few of the pages are straight-up journal entries like the one above, as I prefer to type in my reflections so that they’re saved in Org Mode.

Workflow:

Scanning the notebooks

We have a Samsung SCX-4828fn printer/scanner/copier/fax. The scanner supports both sheet-fed and flat-bed scanning. For batch scanning on Microsoft Windows, I used Picasa’s import function. (XSane on Linux is more configurable, though.) I set up my foot switch to click on a button in the scanner program so that I could scan the next page without touching the mouse. I put the notebook on the flat-bed scanner, hit the footswitch, waited for the scanning head to finish the page, and then flipped to the next page while the scanning head returned to the ready position.

Well, technically, there was also the set-up step of hooking up a second monitor and picking things that would run on that second monitor so that I could watch screencasts while scanning. =)

You can do the same setup without a foot pedal (keep your mouse within easy reach) or a second monitor, but those things made it a lot more fun for me.

Reviewing the notebooks

Picasa makes it easy to flip through images, and I’ve been using that to “star” pages and add tags. I’ve also imported quite a few of my notes into Evernote in order to take advantage of the handwriting recognition.

I saved the images in my Dropbox folder and uploaded them as private albums to Google Photos, so I can refer to them on my Android phone too. That’s pretty nifty. I may spring for the Evernote premium subscription so that I can sync and search the handwriting in my notebooks when I’m offline, too. (Still cheaper than a data plan.)

Updating my notes

Haven’t done this yet, but updating my scanned notebook pages with additional notes should be easy to do with Autodesk Sketchbook Pro or something like that. Hooray for tablet PCs! I might use git or something similar for version control, but it’s not important.

Partial notebooks

Partially-used notebooks are harder to scan because I have to remember to come back and scan the last section, and I can’t seem to change the import filenames in Picasa (one of the reasons why XSane is awesomer). Anyway, I’m going to focus on filling the pages of the partial notebooks, then I can scan them in one go. I tend to update previous pages in my current notebook (lists, recent conversations, etc), so I’d prefer to scan them only when the notebook is finished. I see scanning as a way to carry digital copies of my past notebooks with me, so that works out nicely.

Lessons learned

• Cursive script is hard to quickly read. I think I’ll stick to printing letters.
• Conversation notes are ephemeral.
• Lists are useful for a long time.

Thanks to Markus Zmija for the nudge to write about this!

Here’s what I want when it comes to visual notetaking. I’m going to go through thousands of books, presentations, blog posts, conversations, ideas, and thoughts in my lifetime. Maybe even millions of these little pieces of content.

I want to get really good at remembering, reusing, and sharing the significant ones, a tiny fraction of the whole. I often refer to ideas I’ve picked up in the past. I recommend books to others. I review items to see if I’ve been applying the lessons I learned, and if there are more I can use. Sometimes I come across unexpected combinations – part of one book resonating with a presentation on a different topic mixed in with a conversation I’ve just had. I benefit from holding these ideas near working memory.

Like the way I can flip through a slideshow faster than I can speedread a book, it might be easier and faster to review an archive of visuals than to refresh my memories using text notes. If I can convert some of this abundance of content into visuals, then I can use that to get around the limitations of time, attention, and memory.

Maybe other people will find the sketches useful. Maybe I’ll scale up and work with other illustrators, readers, and writers. Even if I don’t, though, I think that having these visual notes will make it easier for me in the long run.

Here’s a project for myself: convert my book notes into sketches. I could do the Lean Startup thing to find out if other people would be interested in the idea before I invest a lot of time and effort into it – mock up a minimum viable product with payment options or a subscription model. But then I want something like this for myself, too, so it’s okay to spend some time figuring out what I want before pitching it to others.

What would wild success look and feel like?

I have visual notes for the key ideas I want to revisit. I flip through them rapidly once a day, and rotate my desktop or screensaver through random ones for serendipity. They’re searchable through Evernote and accessible even when mobile. I’ve posted many of them online. Subscriptions, book reviews, and advertising provide a stream of income. People recommend other books and ideas I should check out.

I occasionally do sketchnotes on commission: simple sketches of key ideas captured in real-time during webinars or recorded presentations, used for marketing and post-session follow-ups. I also sketch summaries based on blog posts, e-books, or books sent to me. I do the occasional meetup or lecture as well, taking notes on my laptop. Focusing on electronic content means that I don’t have to travel or lug large rolls of paper around, and it takes advantage of my setup with multiple monitors.

In addition to sketchnotes, I offer or coordinate useful complementary services: presentation planning, design, coaching, transcription, e-book creation, writing, and so on. These help people scale up their ideas and engage more people.

My visual style is crisp, simple, with visual metaphors and the occasional pun. I usually work with one or two accent colours, and have figured out how to draw people with character and objects that have some heft. I draw in high-resolution mode just in case I want to make a letter-sized print of something, although I’m okay with redrawing in case I want to make a poster.

Most of the time, I work at a standing desk I’ve rigged up facing the garden. I take breaks and go for long walks, or do some gardening. Sometimes I go to art galleries to immerse myself in colour and shape and line. I keep a digital notebook of things I like: title treatments, hand-lettering, colour combinations, visual metaphors, drawing techniques. I flip through it for inspiration, and add my experiments to it as well.

I use my sketches as anchors not only for ideas, but also for memories. Like the way people flip through their photographs, I go through my sketches. I like it because I can sketch scenes that I didn’t get to shoot, and I can draw them the way they felt like instead of just what I saw. Drawing has become a part of my life, and I sketch regularly. I’ve even started drawing on paper, using ink and markers.

So, how do I get closer to that?

I’ll start with the sketchnotes, because that would be a great way to review things, develop style, and practise the craft. As I accumulate more notes, I’ll put them in a special section of my blog so that people can read them easily. I already have the standing desk (actually a kitchen chopping board). When I want to take a break from making sketchnotes, I can draw memories or fiction. Looking forward to it!

The new workflow looks like it works better for me. Or rather, it’s an old workflow with new tools. Now, instead of using Windows Live Writer or ScribeFire to post my notes directly to my blog, I’m back to using M-x remember and Emacs, keeping a superset of my notes in text files and publishing selected parts of it.

• The new workflow
  
  • M-x remember saves quick notes into a large text file (~/personal/organizer.org), possibly with tags, with diagrams inserted later.
  • I regularly review and file items into the appropriate sections of ~/personal/outline.org.
  • I post selected items to my blog using C-u M-x org2blog-post-subtree, scheduling them by adding a timestamp or using the C-c C-s (org-schedule) command.

  I sometimes use Microsoft OneNote on my new tablet to take notes during meetings, but it’s easy enough to convert my handwriting to text and paste it into my Org-mode file. I still have to think of a better way to refer to images while keeping my file manageable, but a filename is probably okay.

• A worked example
  

  This is being composed in a M-x remember window. (Well, remember is bound to C-c r on my system, so it’s easy to invoke).

  After I finish braindumping, I’ll use C-c C-c to save it somewhere.

  I may schedule the post immediately (C-c s (org-schedule) and then C-u M-x org2blog-post-subtree), or tag it for later review. (:toblog: – ready to go, but not scheduled? :rough: – needs more thinking?)

  When I review the items, I’ll copy this into the Geek – Emacs section of my outline.org.

  It feels nice having my notes in plain text, and being able to organize it in more than just chronological order…

• The history
  

  From 2001 to about 2006, I kept an Emacs Planner wiki with all of my notes in it. Emacs Remember let me write notes that were automatically hyperlinked to whatever I was looking at, and I added code to Planner that made it easy for me to file the notes both chronologically and topically. Planner rocked. I loved being able to easily hyperlink between topics, and the wiki structure kept pages a mostly manageable size. (My public Planner files are still on the Net, but I need to regenerate the index or enable directory lists so that they’re usable.)

  When I moved to WordPress as a blogging platform in order to make it easier for people to leave comments, I hacked around with RSS to import my posts from Planner into WordPress (ex: http://sachachua.com/blog/2002/). Moving to WordPress meant a change in my workflow. I now had two places to store my notes: Planner and my blog.

  I tried Emacs Org because I liked the way it organized information. In Planner, we’d been struggling with elegant ways to manage tasks and notes that needed to be accessed in multiple contexts. The approach we had taken in Planner was to make copies of the information, but Org had a cleaner way to do it using different views. It was intriguing.

  When I started working at IBM, however, my information workflow diverged. I shifted to using a web-based to-do list and Lotus Notes, posting on an internal blog and an external one, and managing multiple sources and repositories of information.

  I wanted to go back to keeping my notes in plain text, encrypted if necessary, and to have a place where I could keep notes that might not be publishable. I still had to manage multiple computers, but synchronizing systems like Dropbox or SpiderOak got rid of some of the hassles I’d encountered with git. When I found out about org2blog thanks to a test link from punchagan, I modified the code to work with subtrees instead of new buffers, and that solved the blog publishing part of it.

People often ask me how I find the time to write, blog, or give presentations, so I’ve put together these tips on how to turn sharing from something that takes up extra time to something that saves you time as you work.

Sharing is intimidating. You might think that you need to master blogs or wikis before you can make the most of Web 2.0 tools to help you share your knowledge and build your network. But even if you never post in public, you’ve got plenty of opportunities to make a bigger difference through sharing.

I’m not going to tell you to start a blog today. Here’s a six-step program to help you save time by making sharing part of the way you work, even if most of what you work with is confidential or lives in e-mail. Give it a try!

Step 1. Review your e-mail for information that you repeatedly send people. Do different people ask you the same questions? Are there links or files you find yourself always looking up and sending? Are there common problems you often solve? Save time by filing those messages in a "Reference" folder so that you can easily find them the next time someone asks that question or needs that file. Save even more time by rewriting your notes so that you can easily cut and paste them into new messages.

You can use your e-mail program to manage this information by saving the e-mails in a "Reference" folder that might be subdivided into more folders, or you can save the information in directories on your hard drive, encrypting it if necessary. The key change is to create a virtual filing cabinet and put useful information in it.

This virtual filing cabinet can save you a lot of time on your own work, too. I often find myself searching for my notes on how I solved a problem six months ago because I have to solve it again, and my notes save me a lot of time.

Step 2. When talking to people, listen for opportunities to take advantage of your reference information. Now that you’ve got an virtual filing cabinet of useful information, keep an ear open for ways you can use that information to help people more efficiently. When people ask you a question you’ve answered before, give them a quick answer and promise to e-mail them the rest of the details.

When you look for ways to reuse the information you already have, you’ll find plenty of opportunities to get a lot more benefit from the effort that you’ve already invested.

Step 3. Reach out. Now that you’ve saved time and helped more people by sharing the information in your virtual filing cabinet when they ask, you’ve got a better sense of which notes are very useful. Take a moment to review your files and think about who might benefit from learning from that information. Reach out to them, sending them a note about what you’ve learned and why it can save them time. It might lead to interesting conversations and good opportunities.

For example, let’s say you e-mailed one of your coworkers an answer to his problem. Think of other team members who might have run into the same problem, and send them a short note about it too. If you do this judiciously, people will feel grateful without feeling overwhelmed by e-mail.

Step 4. Prepare and take notes. Now you’re getting lots of return on the time you invested into organizing your existing information, and you’ve got an idea of what kinds of information help you and other people a lot. Proactively write down information that might be useful instead of waiting until someone asks you about it, because you might not remember all the relevant details by that time. In fact, take notes while you’re working instead of leaving it for the end. File those notes in your virtual filing cabinet as well, and share them with other people who might find this useful.

In addition to helping you save time in the future, writing about what you’re learning or doing can help you think more clearly, catch mistakes, and make better decisions.

Step 5. Look for ways to share your notes with more people. By now, you’ve probably developed a habit of looking for ways to take advantage of what you’re learning or doing: writing and filing your notes, retrieving your notes when people need them, and proactively reaching out. You can stop there and already save a lot of time–or you can learn about sharing your notes more widely, helping you build your network and increase your impact.

Proactively reaching out to people who might find your notes useful has probably helped you develop stronger working relationships with a small investment of time. However, this is limited by who you know, how much you know about what they’re working on, and the timing of the information. On the other hand, if you share some of your notes in public areas where people can search for or browse them, then you can help people you might not think of reaching out to, and they can find your information whenever they need it.

You don’t have to share all your information publicly. Review your virtual filing cabinet for information that can be shared with everyone or with a small group, and look for ways to share it with the appropriate access permissions. You can share different versions of documents, too.

For example, I share public information on my blog because blogs make it easy to publish quick notes, and search engines make it easy for people to find what they need even if I posted those notes several years ago. On the other hand, there are many notes that I post to internal access-controlled repositories. Sometimes, I’ll post a sanitized version publicly, and a more detailed version internally.

This is where you can get exponential return on your time investment. If people can find and benefit from your notes on their own, then you can reach many more people and create much more impact.

People may not find and use your information right away. Keep building that archive, though. You’ll be surprised by how useful people can find your work, and by the number of opportunities and relationships you build along the way.

Step 6. Review your organizational system and look for opportunities for relentless improvement.

You’ve collected useful information from your e-mails and conversations, organized that in your virtual filing cabinet, reached out to people, and shared some of your notes publicly. Congratulations! You’re probably getting your work done faster because you don’t waste time solving problems again. Your coworkers probably look to you for answers because you not only help them solve problems, you do so in a timely and detailed manner. And you might already have discovered how helpful your notes can be for others you wouldn’t have thought of contacting. What’s next?

Review your virtual filing cabinet. Can you organize it for faster access? Can you fill in missing topics? Can you identify and update obsolete information? Look for opportunities to improve your process, and you’ll save even more time and make a bigger impact.

Want to share your experiences? Need help? Please feel free to leave a comment!

I was away for training last week, attending a 3-day learning session organized by IBM. There were around 500 IBMers there. My manager not only suggested that I go, he even gave me a lift. I resolved to make the most of it.

Packing light meant taking my work laptop, leaving my netbook, and bringing a small paper notebook along as a backup for note-taking. I like taking notes. I’d rather slow down and take notes than waste the time and the opportunity by forgetting.

In 2006, I wrote about how taking notes during conversations helps with post-event connection. What’s changed in the last four years? I now take casual notes on my iPod Touch. I’ve been thinking about getting a tablet PC for better note-taking. But for fast-flowing conversations, I still return to paper.

I’ve rediscovered drawing. My notes are punctuated by doodles: quick sketches of presenters, random objects that suggest themselves to a wandering right-brain. I like drawing. It helps me remember what a session felt like, instead of just what it contained.

I no longer bring fountain pens, as they’re all too easy to drop. Instead, I use a fine-point gel pen, which is clearer than pencils when it comes to scanning or review, and which writes more smoothly than a ballpoint pen does. I use a multi-colour ballpoint pen for review and emphasis.

My workflow has improved. While taking notes, I mark action items with a square on the left, particularly interesting topics with a star, ideas with a lightbulb, and thoughts and reflections with a thoughtcloud. This makes it easy to skim my notes for action items during review.

Instead of trying to hold the notebook open as I type thoughts in, I scan new pages at 600dpi full colour. This gives me a digital backup that I can flip through on my computer while I type my notes on a separate screen. As I type, I copy my action items into a separate section. After I finish writing my notes, I review the action items and import them into my task manager.

How can I make this even better?

I can write more neatly. This means slowing down in the beginning, but it will save me time when skimming or reading my notes. (And if I do it really well, maybe Evernote can understand my handwriting!)

I can try using a pad and then scan sheets using the automatic document feeder. Our printer/scanner’s automatic document feeder scans only one side, but I can simply do two passes. This would reduce scanning time.

I can save up for a tablet and see if that works out better for note-taking. I like being able to draw diagrams and icons while taking notes, so it would be good to experiment with a Tablet PC.

Hand-made notebooks are so awesome. Charo not only gave me a wonderful little notebook, she taught me how to make my own. I’ve got a feeling that this will be a lifelong craft. And it complements my interest in sewing, too. Now I can make notebooks that match my quirks and my clothes! ;)

She got interested in bookbinding because she couldn’t find the kinds of journals she wanted, so she decided to make her own. I’m so glad that she shared that interest with me!

Whee!

How do you organize what you know so that you can use it for inspiration later?

Here’s what I have:

Input:

• Experience
• Conversations
• Books
• Blogs
• Ideas
• Experiments

Capture and sharing:

• Words, sketches, brainstorms – paper and pen
• Mindmap on my iPod Touch and laptop
• Quick tips through microblogging and bookmarks
• Longer thoughts in my blog and on wikis
• Generally useful information – slides, presentations
• Book notes – scanned pages, text files; this needs to be integrated into my system and set up for regular review
• One big text file organized with outlines and keywords for life, and another big text file for work

Navigation:

• Search
• Indexes in my notebooks
• Randomness, similarity, and on-this-day in my blog
• Hyperlinks
• Summaries
• Outlines and keywords

Index cards are useful for brainstorming too (especially for life planning or when I’m sketching a big talk that doesn’t have an obvious structure), but I don’t use them for long-term storage yet. My blog includes first drafts as well as more polished posts. I need a place to braindump. =) If you want less volume and more thought, just check out the highlights.

I love the idea of a morgue file. I’d love to eventually build myself a good random-access information management system. I currently stuff most things into my blog, and am slowly figuring out how to organize things more. I used to use howm, which was pretty cool too (if very geeky). I may go back to building a personal wiki. W- uses Tiddlywiki. =) Digital works well for me because I like being able to access things from anywhere. I don’t interact with enough paper to have a full-blown paper system, and would rather go digital instead of printing things out to integrate them with a paper system.

I love mapping things out. Mapping helps me navigate, see gaps, and plan. It’s also a good way to make it easier for other people to discover interesting things.

Next steps for me:

• Digitize paper
• Build indices
• Build online and offline naming conventions for linking
• Flesh out map
• Learn more

More to come as I figure out and improve my system. =)

Thanks to Eric Blue for the inspiration!