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I Need a User Manual for My Life!

I Need a User Manual for My Life!
A User Manual for My Life

I was doing something routine a couple of days ago — paying some first of the month bills online — and I got stuck. For the life of me, I couldn’t remember the name of one of the people I send payments to. All the information is saved in my bank account’s settings, but I have to enter the name of the recipient, exactly as it appears in my records, to bring everything else up.

That’s when it hit me:

I need a user manual for my life!

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I have a password manager, personal information manger, Treo, online todo list, reminder system, Moleskine notebook — but nowhere had I written down the step-by-step instructions for making this payment. Nor, I realized, did I have a record of most of the tasks I do routinely. Instead, I remember the first step (visit a website, call someone, open a program. etc.) and rely on the cues presented. If I can’t remember how to do something, I work at it until I figure it out.

How much time do you think I’ve wasted trying to remember simple stuff, like the steps it takes to process photos I’ve taken to print them out, or how to pay my quarterly tax payments, or how to accept new contributors to the Lifehack.org pool and get them up to speed?

What I should have, I realized, is a single place where these processes, from the crucial to the mundane, were recorded. There are a few good reasons to have something like this:

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  1. To save time: Like I said, I probably waste a couple extra minutes on just about every routine task I perform. While on a day-to-day basis, I probably wouldn’t need to check my "user manual", it would be nice to have a single reference I could turn to when I got confused.
  2. For inspiration: Writing a task down, step by step, can help identify wasted efforts and shoddy processes. Maybe there’s a better way to do task x? Also, for tasks I’m likely to procrastinate on, I’d have a tool to keep me from letting myself get distracted until all the steps were done.
  3. For troubleshooting: How many times have you done something "the way you always" do and not gotten the expected result. Having a guide to turn to would help make sure I was walking through all the necessary steps and help me see what I’d missed the first time around.
  4. For training: If I ever hired someone to take over part of my work, I’d already have step-by-step tutorials for them to follow.
  5. In case something happens to me: If I were injured or even (goodness forbid) killed, how would my family pick up the pieces? I’m the family tech guy — it would be impossible for my loved ones to figure out the assortment of online tools, software, and hardware I use to manage my business and other projects.

What would be in it?

What would I put in my user manual? Quite a few things come to mind, including:

  • The tools, both online and off, I use to accept, process, and make payments.
  • Banking processes — how I pay bills and receive payments
  • Bookkeeping tools — How I keep track of my accounts
  • How I add clients and advertisers into my system
  • How I log into, create and manage posts, manage ads and affiliates, and promote all the websites I run or am otherwise involved with
    • Google Adwords and Adsense processes — how I identify keywords, how I set up campaigns, how I add new ads to my sites
    • How I produce a podcast — my local and online workflows for recording, uploading, and distributing my podcasts
  • A network diagram of some sort showing all my contacts and their specific relation to me and my work.
  • Various checklists for things like packing for a business trip and readying the car for winter.
  • What else? Any other process that I might have to repeat, especially if it’s on a semi-regular or less frequent basis.
    • Renewing my car registration
    • Reactivating my health insurance (I teach as a contract employee so I have to reactivate it every time I renew my contract)
    • Putting a new syllabus or online course together
    • Writing an academic paper
    • And so on…

    What would it look like?

    Since part of the usefulness of a personal user manual would be the ability to share it with other people, especially if I were incapacitated in some way, using any fancy software tool or online application seems out of the question. The best bet would be to keep a single file in a standard word-processing format (Word .doc, .rtf) on my computer, and an up-to-date hard copy printed out in a binder.

    Finding information in a paper copy might be a hassle, though — a clear table of contents seems essential, and a clear organizing schema. Pages — at least within a section — should follow templates, with the same kinds of information in the same place on each page. I’m torn between two organizational schemas, though: should it be organized by topic (e.g. paying bills, writing articles, organizing courses, etc.) or by regularity (things I do every day, things I do weekly, things I do monthly, quarterly, annually, etc.)?

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    Maybe both, actually — the point is to be as perfectly useful to someone else as to myself, and who knows how much direction I might be able to give or what conditions it might need to be used under?

    Putting it together

    I hear you out there, thinking "That sounds like an awful lot of work!" And it does. What I’m thinking, though, is that once a template is created, adding new pages would be pretty easy. And rather than sitting down and figuring everything out, it might be more fruitful to keep the file open and document processes as you perform them in the course of your regular schedule. It might take a few extra minutes per task for a couple of days, but by the end of a week, you’d have most of the tasks you do most often fully documented. Add the monthlies at the end of the month, and add the less regular stuff as it occurs to you, or when you can set aside an hour or two to think about it.

    Sound crazy? Maybe it is crazy. And yet I can’t help but think that so many of the organizations I’ve worked for — universities, foundations, museums, the military, corporations — have shelves full of such documentation, from Standard Operating Procedures for various tasks to training manuals to grant-writing templates. If you want to make sure that a certain standard is reached every time you do something, you need to figure out and document that standard.

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    I may never open my personal user manual once it’s finished — but it will be nice to know I could. It will be nice to know that if I’m ever hospitalized, my partner can make sure that the people that need to know, know, and that at least the minimal requirements of my business could be taken care of. It will be nice to know that tasks I do very rarely are documented somewhere, so I don’t procrastinate by putting a "figure out how to do x" entry onto my todo list — and then procrastinate that task since I don’t remember how to find out how to find out!

    What about you? What kind of information would you put into your personal user manual?  

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    Last Updated on December 13, 2019

    7 Steps For Making a New Year’s Resolution and Keeping It

    7 Steps For Making a New Year’s Resolution and Keeping It

    Are you keen to reinvent yourself this year? Or at least use the new year as a long overdue excuse to get rid of bad habits or pick up new ones?

    Yes, it’s that time of year again. The time of year when we feel as if we have to turn over a new leaf. The time when we misguidedly imagine that the arrival of a new year will magically provide the catalyst, motivation and persistence we need to reinvent ourselves.

    Traditionally, New Year’s Day is styled as the ideal time to kick start a new phase in your life and the time when you must make your all important new year’s resolution. Unfortunately, the beginning of the year is also one of the worst times to make a major change in your habits because it’s often a relatively stressful time, right in the middle of the party and vacation season.

    Don’t set yourself up for failure this year by vowing to make huge changes that will be hard to keep. Instead follow these seven steps for successfully making a new year’s resolution you can stick to for good.

    1. Just Pick One Thing

    If you want to change your life or your lifestyle don’t try to change the whole thing at once. It won’t work. Instead pick one area of your life to change to begin with.

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    Make it something concrete so you know exactly what change you’re planning to make. If you’re successful with the first change you can go ahead and make another change after a month or so. By making small changes one after the other, you still have the chance to be a whole new you at the end of the year and it’s a much more realistic way of doing it.

    Don’t pick a New Year’s resolution that’s bound to fail either, like running a marathon if you’re 40lbs overweight and get out of breath walking upstairs. If that’s the case resolve to walk every day. When you’ve got that habit down pat you can graduate to running in short bursts, constant running by March or April and a marathon at the end of the year. What’s the one habit you most want to change?

    2. Plan Ahead

    To ensure success you need to research the change you’re making and plan ahead so you have the resources available when you need them. Here are a few things you should do to prepare and get all the systems in place ready to make your change.

    Read up on it – Go to the library and get books on the subject. Whether it’s quitting smoking, taking up running or yoga or becoming vegan there are books to help you prepare for it. Or use the Internet. If you do enough research you should even be looking forward to making the change.

    Plan for success – Get everything ready so things will run smoothly. If you’re taking up running make sure you have the trainers, clothes, hat, glasses, ipod loaded with energetic sounds at the ready. Then there can be no excuses.

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    3. Anticipate Problems

    There will be problems so make a list of what they’ll be. If you think about it, you’ll be able to anticipate problems at certain times of the day, with specific people or in special situations. Once you’ve identified the times that will probably be hard work out ways to cope with them when they inevitably crop up.

    4. Pick a Start Date

    You don’t have to make these changes on New Year’s Day. That’s the conventional wisdom, but if you truly want to make changes then pick a day when you know you’ll be well-rested, enthusiastic and surrounded by positive people. I’ll be waiting until my kids go back to school in February.

    Sometimes picking a date doesn’t work. It’s better to wait until your whole mind and body are fully ready to take on the challenge. You’ll know when it is when the time comes.

    5. Go for It

    On the big day go for it 100%. Make a commitment and write it down on a card. You just need one short phrase you can carry in your wallet. Or keep it in your car, by your bed and on your bathroom mirror too for an extra dose of positive reinforcement.

    Your commitment card will say something like:

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    • I enjoy a clean, smoke-free life.
    • I stay calm and in control even under times of stress.
    • I’m committed to learning how to run my own business.
    • I meditate daily.

    6. Accept Failure

    If you do fail and sneak a cigarette, miss a walk or shout at the kids one morning don’t hate yourself for it. Make a note of the triggers that caused this set back and vow to learn a lesson from them.

    If you know that alcohol makes you crave cigarettes and oversleep the next day cut back on it. If you know the morning rush before school makes you shout then get up earlier or prepare things the night before to make it easier on you.

    Perseverance is the key to success. Try again, keep trying and you will succeed.

    7. Plan Rewards

    Small rewards are great encouragement to keep you going during the hardest first days. After that you can probably reward yourself once a week with a magazine, a long-distance call to a supportive friend, a siesta, a trip to the movies or whatever makes you tick.

    Later you can change the rewards to monthly and then at the end of the year you can pick an anniversary reward. Something that you’ll look forward to. You deserve it and you’ll have earned it.

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    Whatever your plans and goals are for this year, I’d do wish you luck with them but remember, it’s your life and you make your own luck.

    Decide what you want to do this year, plan how to get it and go for it. I’ll definitely be cheering you on.

    Are you planning to make a New Year’s resolution? What is it and is it something you’ve tried to do before or something new? Why not pick one from this list: 50 New Year’s Resolution Ideas And How To Achieve Each Of Them

    Featured photo credit: Ian Schneider via unsplash.com

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