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How to Bullet Journal and Organize Your Life (A Step-By-Step Guide)

How to Bullet Journal and Organize Your Life (A Step-By-Step Guide)

Bullet journaling is a wonderful way to escape from the incessant digital inputs that have come to dominate our existence today. Everywhere we turn there is a screen — on the bus, on the train, at our desks and in store windows. No matter where we turn, there’s a screen full of information. It can feel overwhelming.

A well-organized bullet journal offers some relief. It can contain everything you need to keep you organized. The best thing about a bullet journal is you need no batteries, you do not have to decide between dark or light mode and aside from the cost of a simple notebook and a pen, it is very cheap to maintain. No annual subscriptions or apps to buy.

So, how to bullet journal? Here’s your step-by-step guide:

How to Set up a Bullet Journal?

The beauty of creating a bullet journal for yourself is you have complete freedom in how you set it up, organize it and what kind of notebook you use. The internet is full of ideas and suggestions on how to set one up, but the best journals are ones you create yourself, after all, we are all different and we all have different things we want to record.

I exercise a lot and like to keep a record of what exercise I did, how it felt and how hard I pushed myself. Others like to keep a daily list of two or three things they are grateful for or track their thoughts and feelings. What you record is entirely up to you.

Okay, so how do you go about creating your very own bullet journal?

The Items You Need

A sturdy notebook. Ideally, you should get yourself a hardback notebook. Your bullet journal is going to go with you everywhere and you are going to be stuffing it into your bag. It will need to be tough to stand up to everything you will throw at it.

You should also pay particular attention to the size. Remember, your journal should go with you everywhere you go, so it needs to be easily transportable. A5 size is the more common size and A5 sized notebooks will fit into almost any bag comfortably.

Another consideration is the kind of paper you will use. Blank, lined or squared? In the past, I have preferred squared paper because it helps keep the symbols for my daily to-do list in a clean vertical line (more on symbols later.) These days, I use lined paper.

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And of course, there is the kind of pen you use, a pen you love writing with. You want to love writing in your journal and that means the pen you use is important. I write with a fountain pen—there’s something wonderfully old-worldly about writing in fountain pen—but you may prefer a gel pen or a simple biro.

For the more creative of you, different color pens may also be a factor. The fantastic thing about a bullet journal is you can use whatever colors you want for the different parts of your journal. Blue or black for your daily to-dos, red for your objectives for the day.

My system is simple. I have a gorgeous green ink for writing in and I use a pencil for checking off tasks and adding additional notes to writing I want to add extra information to.

The Setup

Okay, now you have your tools. A sturdy notebook and a pen you love writing with. What to put into your bullet journal?

If you are completely new to bullet journaling, then the bullet journal website , created by Ryder Carroll—the creator of the bullet journal—will give you everything you need to get started.

However, the power of a bullet journal is you are in complete control. Unlike an app on your phone or computer, there are no constraints. You get to decide how to layout your journal, what information you keep in there and how you organize your lists and notes.

Below are the basics so you can get started quickly, but always be willing to try out different ways, you want to create a method that works for you and the best way to do that is to experiment with different layouts.

An Index

This is a content’s page where you keep a list of the page numbers for all your key information.

Imagine you have an idea for a new business while sitting in a coffee shop and you pull out your journal and write down the idea. In six weeks, it will be time-consuming to find that idea. To overcome this, you create an index at the front of your notebook and you can add the idea you had plus the page number so you can find it quickly when you need it.

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Give yourself enough space for your index. At least two pages, four is usually a safe number to make sure you have plenty of space to write everything down.

The Monthly Calendar

At the start of each month, write out the days of the month. You can add the days as well if you wish. For example, down the left-hand side of the page, you would write out:

  • 1-M,
  • 2-T,
  • 3-W
  • 4-T
  • 5-F

At the side of each day, you can add key appointments or events so you can easily see what’s happening and what happened.

The Monthly To-Do List

The next page is for the key tasks you want to complete that month. Think of this as a master monthly task list.

The advantage of having this list is it gives you an area where you can plan out your month and decide what objectives you want to accomplish. It also means you have a page that you can refer to regularly to see how you are doing against your plan for the month.

The Daily Page

This is where you can get very creative. Just Google “bullet journal” and go to the images page and you will see some incredibly creative journal entries.

The advice I would give here is to start simple. Do not go mad. Here are the basics of what you will need on your daily page:

  • Your to-do list for the day
  • Your events for the day
  • An area for your notes and ideas

Over and above these essentials, you can add anything you like. In my journal, I keep an area to document the exercise I did for the day, how I felt and whether I pushed myself or not. I also have my two objectives for the day right at the top right so I have a constant reminder of the two things I will complete that day.

You can add things like the weather, a gratitude log, a mood tracker or even how many days before your next holiday.

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One thing I like to keep in my journal is a list of everything I did that day. I do this so I can track how productive I have been over time.

It can be easy to forget what work you did daily. Most productivity systems and tools focus on work that needs doing and then once the work has been done, it either disappears (if you use a digital system) or, is never documented.

Your Goals

Officially, this is not a bullet journal item, but for me, I like to write out my annual goals in every journal I write. Obviously, over time, you will fill up your journal and you will need to buy a new one.

I go through around three journals per year and every time I start a new journal, I write out the goals I have for the year. These are kept at the front of the journal.

I also keep space at the back of the journal for future goal ideas and I transfer these to every new journal I start.

Writing out my goals every time I start a new journal allows me to review my goals and keeps them in the front of my mind, so I can stay focused on what I have decided is important to me.

How to Use Your Journal Daily

Okay, now you have your journal set up, the question is how do you use it on a day to day basis?

At the beginning of the day, you write the date at the top of the page and underneath write out the tasks you need to complete that day. Underneath your tasks, write down your appointments and key events for the day. Leave the left-hand page blank for your notes and ideas as you go through the day.

As you go through the day and complete your tasks, you use symbols to indicate what happened:

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  • A simple “X” would show a task is complete (or you could just draw a line through the task)
  • A “>” means the task has been forwarded to another day (if you wish you can add the date you forwarded the task to)
  • A “< “ would indicate you have decided to postpone the task until next month

Tasks you did not complete that day, can be moved forward to the next day.

That’s all you need to do. However, how you check off your tasks, what information you collect and what notes you write is entirely up to you. This is the power of the bullet journal. It is your journal and you can design it and record the information you want.

Slavishly following someone else’s system will not work for you in the long-term. You want to be thinking about what you want to record and keep. Of course, that will change over time but you must make this journal yours.

The Weekly and Monthly Master Task List

Every week, you should review your master task lists to see what tasks you can complete that week. Some people like to have a weekly master task list at the start of each week, and this can be a great idea if you have a lot of tasks to complete each week.

Again, that is really up to you. The important thing is you review these lists frequently and add the tasks into your daily lists as and when you can.

The Bottom Line

Creating a bullet journal is easy and there are a lot of resources online that will give you ideas about what you want to record and how to design your journal.

A bullet journal is a wonderful tool to keep you organized and focused on what is important to you in a way you want to record it. It gives you a rest from screens. When set up correctly, your journal will give you everything you need to stay organized and become more productive. It can and does help you to become more self-aware and mindful about who you are and who you want to be.

The great thing about a bullet journal is you get the freedom to create your method and design. You get to choose the kind of notebook and pen you use and you will over time build an incredible history of your life.

More About Journaling

Featured photo credit: Devin Edwards via unsplash.com

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Carl Pullein

Dedicated to helping people to achieve their maximum potential through better time management and productivity.

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Last Updated on January 6, 2021

14 Ideas on How to Measure Productivity to Make Progress

14 Ideas on How to Measure Productivity to Make Progress

Everyone has heard the term productivity, and people talk about it in terms of how high it is and how to improve it. But fewer know how to measure productivity, or even what exactly we are talking about when using the term “productivity.”

In its simplest form, the productivity formula looks like this: Output ÷ Input = Productivity.

For example, you have two salespeople each making 10 calls to customers per week. The first one averages 2 sales per week and the second one averages 3 sales per week. By plugging in the numbers we get the following productivity levels for each sales person.

For salesperson one, the output is 2 sales and the input is 10 sales: 2 ÷ 10 = .2 or 20% productivity. For salesperson two, the output is 3 sales and the input is 10 sales: 3 ÷ 10 = .3 or 30% productivity.

Knowing how to measure and interpret productivity is an invaluable asset for any manager or business owner in today’s world. As an example, in the above scenario, salesperson #1 is clearly not doing as well as salesperson #2.

Knowing this information we can now better determine what course of action to take with salesperson #1.

Some possible outcomes might be to require more in-house training for that salesperson, or to have them accompany the more productive salesperson to learn a better technique. It might be that salesperson #1 just isn’t suited for sales and would do a better job in a different position.

How to Measure Productivity With Management Techniques

Knowing how to measure productivity allows you to fine tune your business by minimizing costs and maximizing profits:

1. Identify Long and Short-Term Goals

Having a good understanding of what you (or your company’s) goals are is key to measuring productivity.

For example, if your company’s goal is to maximize market share, you’ll want to measure your team’s productivity by their ability to acquire new customers, not necessarily on actual sales made.

2. Break Down Goals Into Smaller Weekly Objectives

Your long-term goal might be to get 1,000 new customers in a year. That’s going to be 20 new customers per week. If you have 5 people on your team, then each one needs to bring in 4 new customers per week.

Now that you’ve broken it down, you can track each person’s productivity week-by-week just by plugging in the numbers:

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Productivity = number of new customers ÷ number of sales calls made

3. Create a System

Have you ever noticed that whenever you walk into a McDonald’s, the French fry machine is always to your left? 

This is because McDonald’s created a system. They have determined that the most efficient way to set up a kitchen is to always have the French fry machine on the left when you walk in.

You can do the same thing and just adapt it to your business.

Let’s say that you know that your most productive salespeople are making the most sales between the hours of 3 and 7 pm. If the other salespeople are working from 9 am to 4 pm, you can potentially increase productivity through something as simple as adjusting the workday.

Knowing how to measure productivity allows you to set up, monitor, and fine tune systems to maximize output.

4. Evaluate, Evaluate, Evaluate!

We’ve already touched on using these productivity numbers to evaluate and monitor your employees, but don’t forget to evaluate yourself using these same measurements.

If you have set up a system to track and measure employees’ performance, but you’re still not meeting goals, it may be time to look at your management style. After all, your management is a big part of the input side of our equation.

Are you more of a carrot or a stick type of manager? Maybe you can try being more of the opposite type to see if that changes productivity. Are you managing your employees as a group? Perhaps taking a more one-on-one approach would be a better way to utilize each individual’s strengths and weaknesses.

Just remember that you and your management style contribute directly to your employees’ productivity.

5. Use a Ratings Scale

Having clear and concise objectives for individual employees is a crucial part of any attempt to increase workplace productivity. Once you have set the goals or objectives, it’s important that your employees are given regular feedback regarding their progress.

Using a ratings scale is a good way to provide a standardized visual representation of progress. Using a scale of 1-5 or 1-10 is a good way to give clear and concise feedback on an individual basis.

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It’s also a good way to track long-term progress and growth in areas that need improvement.

6. Hire “Mystery Shoppers”

This is especially helpful in retail operations where customer service is critical. A mystery shopper can give feedback based on what a typical customer is likely to experience.

You can hire your own shopper, or there are firms that will provide them for you. No matter which route you choose, it’s important that the mystery shoppers have a standardized checklist for their evaluation.

You can request evaluations for your employees friendliness, how long it took to greet the shopper, employees’ knowledge of the products or services, and just about anything else that’s important to a retail operation.

7. Offer Feedback Forms

Using a feedback form is a great way to get direct input from existing customers. There are just a couple of things to keep in mind when using feedback forms.

First, keep the form short, 2-3 questions max with a space for any additional comments. Asking people to fill out a long form with lots of questions will significantly reduce the amount of information you receive.

Secondly, be aware that customers are much more likely to submit feedback forms when they are unhappy or have a complaint than when they are satisfied.

You can offset this tendency by asking everyone to take the survey at the end of their interaction. This will increase compliance and give you a broader range of customer experiences, which will help as you’re learning how to measure productivity.

8. Track Cost Effectiveness

This is a great metric to have, especially if your employees have some discretion over their budgets. You can track how much each person spends and how they spend it against their productivity.

Again, this one is easy to plug into the equation: Productivity = amount of money brought in ÷ amount of money spent.

Having this information is very useful in forecasting expenses and estimating budgets.

9. Use Self-Evaluations

Asking your staff to do self evaluations can be a win-win for everyone. Studies have shown that when employees feel that they are involved and their input is taken seriously, morale improves. And as we all know, high employee morale translates into higher productivity.

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Using self-evaluations is also a good way to make sure that the employees and employers goals are in alignment.

10. Monitor Time Management

This is the number one killer of productivity in the workplace. Time spent browsing the internet, playing games, checking email, and making personal calls all contribute to lower productivity[1].

Time Management Tips to Improve Productivity

    The trick is to limit these activities without becoming overbearing and affecting morale. Studies have shown that most people will adhere to rules that they feel are fair and applied to everyone equally.

    While ideally, we may think that none of these activities should be done on company time, employees will almost certainly have a different opinion. From a productivity standpoint, it is best to have policies and rules that are seen as fair to both sides as you’re learning how to measure productivity.

    11. Analyze New Customer Acquisition

    We’ve all heard the phrase that “It’s more expensive to get a new customer than it is to keep an existing one.” And while that is very true, in order for your business to keep growing, you will need to continually add new customers.

    Knowing how to measure productivity via new customer acquisition will make sure that your marketing dollars are being spent in the most efficient way possible. This is another metric that’s easy to plug into the formula: Productivity = number of new customers ÷ amount of money spent to acquire those customers.

    For example, if you run any kind of advertising campaign, you can compare results and base your future spending accordingly.

    Let’s say that your total advertising budget is $3,000. You put $2,000 into television ads, $700 into radio ads, and $300 into print ads. When you track the results, you find that your television ad produced 50 new customers, your radio ad produced 15 new customers, and your print ad produced 9 new customers.

    Let’s plug those numbers into our equation. Television produced 50 new customers at a cost of $2,000 (50 ÷ 2000 = .025, or a productivity rate of 2.5%). The radio ads produced 15 new customers and cost $700 (15 ÷ 700 = .022, or a 2.2% productivity rate). Print ads brought in 9 new customers and cost $300 (9 ÷ 300 = .03, or a 3% return on productivity).

    From this analysis, it is clear that you would be getting the biggest bang for your advertising dollar using print ads.

    12. Utilize Peer Feedback

    This is especially useful when people who work in teams or groups. While self-assessments can be very useful, the average person is notoriously bad at assessing their own abilities.

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    Just ask a room full of people how many consider themselves to be an above average driver and you’ll see 70% of the hands go up[2]! Now we clearly know that in reality about 25% of drivers are below average, 25% are above average, and 50% are average.

    Are all these people lying? No, they just don’t have an accurate assessment of their own abilities.

    It’s the same in the workplace. Using peer feedback will often provide a more accurate assessment of a person’s ability than a self-assessment would.

    13. Encourage Innovation and Don’t Penalize Failure

    When it comes to productivity, encouraging employee input and adopting their ideas can be a great way to boost productivity. Just make sure that any changes you adopt translate into higher productivity.

    Let’s say that someone comes to you requesting an entertainment budget so that they can take potential customers golfing or out to dinner. By utilizing simple productivity metrics, you can easily produce a cost benefit analysis and either expand the program to the rest of the sales team, or terminate it completely.

    Either way, you have gained valuable knowledge and boosted morale by including employees in the decision-making process.

    14. Use an External Evaluator

    Using an external evaluator is the pinnacle of objective evaluations. Firms that provide professional evaluations use highly trained personnel that even specialize in specific industries.

    They will design a complete analysis of your business’ productivity level. In their final report, they will offer suggestions and recommendations on how to improve productivity.

    While the benefits of a professional evaluation are many, their costs make them prohibitive for most businesses.

    Final Thoughts

    These are just a few of the things you can do when learning how to measure productivity. Some may work for your particular situation, and some may not.

    The most important thing to remember when deciding how to track productivity is to choose a method consistent with your goals. Once you’ve decided on that, it’s just a matter of continuously monitoring your progress, making minor adjustments, and analyzing the results of those adjustments.

    The business world is changing fast, and having the right tools to track and monitor your productivity can give you the edge over your competition.

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    Featured photo credit: William Iven via unsplash.com

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