A few years ago I found this great YouTube video:
Evernote Tips: How to use Evernote to achieve your goals
I really like the approach presented there and thought I could adapt it to the way I was already organizing things. One part of the approach is to have a note titled “Daily, Weekly, Monthly, Quarterly, Yearly”. See below what that note looks like:
I have a shortcut to that note, as I’m constantly going back to it, often multiple times every day. Even though I have other calendars I need to use (Google Calendar, Outlook Calendar, etc), I consider my note in Evernote as my single source of truth: everything that’s really important for me has to be in that note, as it makes very easy for me to see the immediate stuff as well as things that are expected to happen in the future.
Let’s see how that note is organized.
Things that happen every week
In that section I want to see things that happen every week on a specific day. For instance, I need to fill out timesheet on Friday, and I’d like to post to this blog every Tuesday.
Here I want to see the most important things in the current month. I try not to put to much info in the calendar itself. Instead, I create a separate note for each entry containing all the info I need about it, and then I add a link to that note to the calendar.
Months in the current year
Here I want to see all months in the current year, and things that are expected in those months. Notice that I’ll only put here things for which I know the month, but do not know the actual date (either because it could be any day within that month, or because I don’t really have the actual day yet). When I do have the date, then I move it to another specific place (more on it later).
Things in specific periods
Here’s where I put things I may want to remember in specific periods. For instance, I like doing a monthly review in the first couple of days in the following month. Or, I like remembering that December is a short, unusual month because of the holidays, and I use that information when I’m about to do planning for that month.
Entire current year, day by day
As soon as I know exactly the date for something expected to happen, I put it in this section. It makes very easy for me to see at a glance everything going on the entire year. When I’m planning for a month that’s about to start, I look here to see how the calendar needs to be populated. I also put here birthdays that I absolutely cannot forget.
Five years in the future
This is where I keep things expected for the next five years in the future. If I know the exact date, I’ll add that information, too. It can also be something like “passport expires on Month/Day. Look into getting new one 6 months earlier.”. If I don’t have a date, I’ll at least add a note so I’ll always have a reminder of something important that needs attention.
If there’s something I know should happen beyond five years in the future (for instance, an important document that’ll expire and need renewing), then I list it under a Beyond section at the bottom of that note, including the year and note.
Review it often
As I mentioned earlier, I review this note at least once a day. Since I put everything really important in this note and review it often, I get peace of mind knowing I won’t forget these things.