The first post in this series explained why you need an Outboard Brain, and got you started on the first step of creating one by asking you to do a time-released brain dump.

Time for the next step.

If you have gone through the process since then, you now have either a deck of cards or a notebook (or maybe a computer file) filled with everything you want or need to do. And you’re probably getting impatient about what to do with them already. So let’s dive in–we’re going to categorize these suckers and make them start earning their keep.

NOTE: I forgot to mention something in my first post in this series–you should definitely include dreams and long-range plans on your list. They’ll get their own category, so go ahead and jot down at least a few now if you haven’t already. That kickboxing class you’ve been thinking about but are more than a little intimidated by? Taking your kids on a cross-country vacation? Learning Slovenian? C’mon. You know what yours are.

OTHER NOTE: I’ll do some explaining first, but at the end of the post I’ll give you a list of common categories to help get you started.

YET ANOTHER NOTE: Try not to make your categories either too broad or too narrow. For instance, having only two categories for “Work Stuff” and “Home Stuff” probably won’t be very helpful, unless your life is MUCH simpler than most people’s. On the other hand, having separate categories for “Grocery Store,” “Post Office,” “Pet Store,” etc. is too cumbersome. Try a middle-of-the-road category like “Errands.”

Now let’s get into it.

The Card Method

If you’ve got a deck of index or other cards, find a section of floor so you can spread them out. Inform any small children and pets that these cards are not toys, nor are they edible.

Begin laying out the cards in groups, keeping them all visible if there’s room. Don’t come up with a list of categories beforehand–let them develop organically as you sort. This is the advantage of the card method. You can move things around and change your mind until everything is organized into the groupings that make the most sense.

Now take a moment to rank each category’s cards in their approximate order of urgency and/or importance. Don’t spend too much time on this–if you can’t decide whether picking up a birthday card for Aunt Edna is more or less urgent than figuring out the menu for the dinner party you’re hosting next week, just choose one of the two and move on.

When you’ve got them how you want them, sweep each group into a stack. Jot the category names on cards–preferably ones that will stand out, such as on differently colored paper, cards with raised tabs, or with sticky notes or flags attached to them. Clip or rubber-band all the categories into a single stack if you have a way to visually differentiate them, and into separate stacks if not.

Now hang tight for a moment while I talk to the folks who did this a different way.

The Computer Method

I didn’t mention this method in the last post, but some of you may have created your to-do lists on the computer. If so, you can sort them into categories by moving them around with merry cut-and-paste abandon.

The only drawback is that you probably won’t be able to see everything onscreen at once; you’ll need to scroll up and down in your document. Still, good for you! The items are movable. And I didn’t even tell you to do it this way.

The Notebook Method

This will be a little harder if you’ve written your to-do list in a notebook, but not much. First, grab some highlighters in as many different colors as you can, a bunch of colored pens and markers, and a scratch pad.

Before you start marking up your list, read through it to see what categories suggest themselves. (Again, see the end of the post for some start-you-off suggestions.) Jot the categories on the scratch pad as you go. Be as messy as you want. All you’re doing is making your thought process visible.

When this list feels pretty much complete, grab a highlighter and use it to mark through all the to-do’s in one category. Use a second color for the next category, and keep going until you run out of highlighter colors. (What’s up with that, people at Sharpie and Sanford? Six isn’t nearly enough!)

Then you’ll need to get a little creative with your opaque colors–maybe red squares, blue circles, green arrows, etc. in the left margin for different categories. (The six-year-old in me just piped up with, “Pink hearts, orange stars, yellow moons, green clovers–and new blue diamonds!”)

Now Everyone Back in the Pool

Notebook people? (“Here!”) Computer people? (“Here!”) Card people? (“Here!”)

Good. We’re actually going to pause here, because even though you physically have the same notebook, electronic document, or stack(s) of cards you started with, you’ve just done a lot.

Now is a good time to test-drive your categories for a bit, see if they work for you, and make any needed adjustments. For now, keep adding items to your list in their brand-new and wonderfully appropriate categories, and removing them as you do them.

In the third and (possibly) final post in this series, I’ll cover how to turn these categories into a coherent Outboard Brain that works for you. In the meantime, here’s a list of a few broad categories to kick-start your thinking process. Of course you’ll have categories that are unique to you, but these are fairly common. I’ve added a few notes to some of them. Don’t feel you need to use all of these, either–use the list as a springboard for your mind.

• Things to be done on or by specific dates (Don’t wait on these–go ahead and enter these on whatever calendar or tickler system you use now so that they don’t fall through the cracks.)
• Urgent Items
• Errands/Shopping Lists
  
• Active Projects/In Process
• Delegated to/Waiting For (For anything others are working on that is important to you or in which you’re a key player.)
• Spouse or Key Relationship (Things to discuss or do together.)
• Family (Ditto the above.)
• Business Ideas (Things you want to research and/or implement.)
• Finances
• Health
  
• House
• Books to Read/Movies to Watch/Etc.
• Fun Things to Do (In my opinion, this is a wonderful list that everyone should have!)
• Recurring Events (Birthdays, anniversaries, key action reminders, etc.)
• Someday/Maybe (This is the category for those dreams and long-range plans. It’s a catch-all so you don’t forget about them and can review them periodically. Writing it down does not mean you’re committed to doing it.)

Holy categorization, Batman! See you next time.

Tags: lists, overwhelm, systems

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