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Published on September 4, 2019

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 November 18, 2019

How to Prioritize Right in 10 Minutes and Work 10X Faster

How to Prioritize Right in 10 Minutes and Work 10X Faster

Everyone of my team members has a bucketload of tasks that they need to deal with every working day. On top of that, most of their tasks are either creativity tasks or problem solving tasks.

Despite having loads of tasks to handle, our team is able to stay creative and work towards our goals consistently.

How do we manage that?

I’m going to reveal to you how I helped my team get more things done in less time through the power of correct prioritization. A few minutes spent reading this article could literally save you thousands of hours over the long term. So, let’s get started with my method on how to prioritize:

The Scales Method – a productivity method I created several years ago.

How to Prioritize with the Scales Method

    One of our new editors came to me the other day and told me how she was struggling to keep up with the many tasks she needed to handle and the deadlines she constantly needed to stick to.

    At the end of each day, she felt like she had done a lot of things but often failed to come up with creative ideas and to get articles successfully published. From what she told me, it was obvious that she felt overwhelmed and was growing increasingly frustrated about failing to achieve her targets despite putting in extra hours most days.

    After she listened to my advice – and I introduced her to the Scales Method – she immediately experienced a dramatic rise in productivity, which looked like this:

    • She could produce three times more creative ideas for blog articles
    • She could publish all her articles on time
    • And she could finish all her work on time every day (no more overtime!)

    Curious to find out how she did it? Read on for the step-by-step guide:

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    1. Set Aside 10 Minutes for Planning

    When it comes to tackling productivity issues, it makes sense to plan before taking action. However, don’t become so involved in planning that you become trapped in it and never move beyond first base.

    My recommendation is to give yourself a specific time period for planning – but keep it short. Ideally, 10 or 15 minutes. This should be adequate to think about your plan.

    Use this time to:

    • Look at the big picture.
    • Think about the current goal and target that you need/want to achieve.
    • Lay out all the tasks you need to do.

    2. Align Your Tasks with Your Goal

    This is the core component that makes the Scales Method effective.

    It works like this:

    Take a look at all the tasks you’re doing, and review the importance of each of them. Specifically, measure a task’s importance by its cost and benefit.

    By cost, I am referring to the effort needed per task (including time, money and other resources). The benefit is how closely the task can contribute to your goal.

      To make this easier for you, I’ve listed below four combinations that will enable you to quickly and easily determine the priority of each of your tasks:

      Low Cost + High Benefit

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      Do these tasks first because they’re the simple ones to complete, yet help you get closer to your goal.

      Approving artwork created for a sales brochure would likely fit this category. You could easily decide on whether you liked the artwork/layout, but your decision to approve would trigger the production of the leaflet and the subsequent sales benefits of sending it out to potential customers.

      High Cost + High Benefit

      Break the high cost task down into smaller ones. In other words, break the big task into mini ones that take less than an hour to complete. And then re-evaluate these small tasks and set their correct priority level.

      Imagine if you were asked to write a product launch plan for a new diary-free protein powder supplement. Instead of trying to write the plan in one sitting – aim to write the different sections at different times (e.g., spend 30 minutes writing the introduction, one hour writing the body text, and 30 minutes writing the conclusion).

      Low Cost + Low Benefit

      This combination should be your lowest priority. Either give yourself 10-15 minutes to handle this task, or put these kind of tasks in between valuable tasks as a useful break.

      These are probably necessary tasks (e.g., routine tasks like checking emails) but they don’t contribute much towards reaching your desired goal. Keep them way down your priority list.

      High Cost + Low Benefit

      Review if these tasks are really necessary. Think of ways to reduce the cost if you decide that the completion of the task is required.

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      For instance, can any tools or systems help to speed up doing the task? In this category, you’re likely to find things like checking and updating sales contacts spreadsheets. This can be a fiddly and time-consuming thing to do without making mistakes. However, there are plenty of apps out there they can make this process instant and seamless.

      Now, coming back to the editor who I referred to earlier, let’s take a look at her typical daily task list:

        After listening to my advice, she broke down the High cost+ High benefit task into smaller ones. Her tasks then looked like this (in order of priority):

          And for the task about promoting articles to different platforms, after reviewing its benefits, we decided to focus on the most effective platform only – thereby significantly lowering the associated time cost.

          Bonus Tip: Tackling Tasks with Deadlines

          Once you’ve evaluated your tasks, you’ll know the importance of each of them. This will immediately give you a crystal-clear picture on which tasks would help you to achieve more (in terms of achieving your goals). Sometimes, however, you won’t be able to decide every task’s priority because there’ll be deadlines set by external parties such as managers and agencies.

          What to do in these cases?

          Well, I suggest that after considering the importance and values of your current tasks, align the list with the deadlines and adjust the priorities accordingly.

          For example, let’s dip into the editor’s world again.

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          Some of the articles she edited needed to be published by specific dates. The Scales Method allows for this, and in this case, her amended task list would look something like this:

            Hopefully, you can now see how easy it is to evaluate the importance of tasks and how to order them in lists of priority.

            The Scales Method Is Different from Anything Else You’ve Tried

            By adopting the Scales Method, you’ll begin to correctly prioritize your work, and most importantly – boost your productivity by up to 10 times!

            And unlike other methods that don’t really explain how to decide the importance of a task, my method will help you break down each of your tasks into two parts: cost and benefits. My method will also help you to take follow-up action based on different cost and benefits combinations.

            Start right now by spending 10 minutes to evaluate your common daily tasks and how they align with your goal(s). Once you have this information, it’ll be super-easy to put your tasks into a priority list. All that remains, is that you kick off your next working day by following your new list.

            Trust me, once you begin using the Scales Method – you’ll never want to go back to your old ways of working.

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            Featured photo credit: Vector Stock via vectorstock.com

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