Viewing Category: Design
A few days ago I posted the latest progress on the Day Grid Balancer forms, a line of inquiry that has attracted very high-quality commentary from you all. Special kudos go to John Ballantrae for using Tarot cards as a tool for design reflection. Instead of using the cards to "read me", he used them to reflect on the direction that the Day Grid Balancer might go. Despite what you might believe or not believe about the "psychic power" of Tarot Cards, the symbolism nevertheless does span a variety of human desires and anxieties; just by considering the interpretations of each drawn card, one can gain some insight by seeing how the symbolism might fit with the situation on your mind.
John posted his video tarot card reading for everyone to see, and in his 12-minute video he came up with several interesting insights. One that resonated was the sense of anxiety and frustration that is driving the development of the Day Balance Grid; he suggested that perhaps focusing on that would provide some new direction. It is very true that I have been feeling that I've not been keeping balanced, and that I was potentially forgetting important things. I had started to write up everything that was on my mind, which works fine when I'm doing it for other people. This time, though, I was stuck. The thought of seeing all those unfinished tasks and unfulfilled dreams was incredibly demotivating. Nevertheless, it had to be done.
When I went to re-watch John's video, the first three minutes suddenly stood out to me. He's doing nothing but shuffling his cards as he's explaining his approach to the reading. It's rather mesmerizing to see someone who is adept with cards shuffle and spread a deck, and several thoughts came to mind regarding the appeal of a card-based form factor:
- There is something cool about manipulating a deck of cards so much that they become familiar friends. John's Tarot deck is obviously well-used, and he's quite familiar with how it handles.
- Tarot cards use strong symbolic language that carry the power of self-reflection in them. The Rider-Waite Deck, with its illustrations of the various meanings of each card, is particularly fascinating to look at.
- Physically, cards are very easy to group, sort, and flip through. This is a huge boon to organization, and you don't have to rewrite anything.
I also just happen to like cards. A few years ago I had made something called the Task Order Up! that included index card versions of task cards, though the system was originally conceived in the spirit of order checks and check rails used at fast food restaurants. This system assigned a card to each task, which you could then array in front of your desk so your coworkers could see what you had going on. You could also prioritize task cards by putting them all the way on the side. But really, the driving force behind the Task Order Up! was that I thought check rails are cool, and I built the process around that.
card stacks versus to-do lists
What I have so far is a deck of personalized task cards for everything I had going on. Instead of standardizing the look-and-feel of each card (as they are in the Task Order Up!), I am allowing them to have individuality. My thinking is that the cards will take on greater representative power the more I scribble and draw on them.
One issue I had come across in the use of my Emergent Task Planner was that I had so many outstanding tasks that it was getting hard to review them all. I am going to make this easier in the next design by reverting to the "right hand side for notes" layout; this will allow me to fold the "to-do" list backwards so I can transcribe it more easily into the next day's task list. However, even in this case I'm forced to retranscribe data, which is a design no-no in my productivity form philosophy. With index cards, I can keep a master list in the form of a hand-held card deck.
Previously, I have maintained a master list electronically. For example, I recently used Google Tasks with Google Calendar. Results were mixed; Google Tasks is a little simplistic at the moment. An even older system I have used was a text editor to-do list, but since this is a local file I can't share with other computers. However, web-based to-do lists have the requirement that I am connected to the Internet, which limits the places where I can access them.
The advantage of electronic media over paper, of course, is the ease of reordering data. However, electronic media suffers when it comes to direct manipulation of overlapping data; there is a lot of clicking and dragging of the mouse, which is slow and makes comparison of data sets cumbersome. Cards do not have this disadvantage, and their tactile qualities make manipulating them a pleasure. They naturally lend themselves to manipulation; when you're dealt a hand of cards, the first thing you do is order them according to your strategic intent. Cards can be grouped, stacked, stuck together, taped, glued, and shuffled. Cards are also more pictorial, more solid, and make soothing noises as you shuffle them. Cards also afford a far richer repertoire of physical manipulation than the mouse, which I think is more helpful when thinking (I don't have any kind of citation for that, unfortunately).
design and process
I sat down with a blank pack of index cards and wrote out everything that I could think of that I needed to do.
I am starting to develop a visual vocabulary for the different kinds of tasks. Some cards are reminder cards that I will come across when I want to keep something on my mind. The "WAAH I'M FAT" card, for example, reminds me that I want to do something about that. There are some cards that I've marked with a symbol that means this moves you toward completing a strategic goal, and there's another symbol that means this supports other things you are doing. Some cards just have the names of people and projects on them. Some of them are process cards that describe how to do the laundry, and assign point values to the card.
There are lots of ordering and prioritization possibilties with a deck of cards. I can extract cards to prioritize tasks, putting them on the top of the deck. I can also group cards with small clamps or paper clips, which gives me a sense of the magnitude of a multi-step project. I can sequence cards in the order they need to be done. I just started this on Sunday, but already I find it comforting to know that everything that's on my mind is in this deck; I've found myself just shuffling through it seeing what was in there. It is like a portable version of my pickle jar. And I haven't even scratched the surface of the gaming possibilities around a custom-designed deck of cards. Collectible Color Card Task Management Gaming, anyone? Balance your Day by trying to get a Three-Of-A-Kind or Straight Flush? Unique Cards, with Webkinz-style Card Tracking and Social Media Integration via 43Things? Oh, my goodness.
Right now, the process I'm using is very simple: I'm just writing down stuff on index cards as they come to mind. The designs are sparse, but are already functionally evolving into distinct uses. When a task is completed, I'll pull the card from the deck and retire it. There are all sorts of neat index card hacks out there that could help as well. There's a nifty index card board on Unclutterer, for example, and Levenger makes those sweet index card holders and docks. However, what I'm more interested in doing is making a deck of beautiful, personalized cards that can be manipulated in my hands. We'll see where this goes.
I've been redesigning the prototype Day Grid Balancer based on the excellent feedback on draft 1. The overall consensus was that while the color and grid were very playful and attractive, their use as a day-to-day tool was limited. And confusing, because my categories don't line up with other people's categories. What seemed to work, though, was the idea of weekly balance. I guess the name of the form will have to change eventually, but the implication for right now is that this creates a LOT OF ROOM to play with on the left-hand side.
I was thinking of biorhythms, DNA spirals, and other patterns, so I drafted a version of the balance grid that, well, is kind of a mess but might give y'all some ideas in brainstorming an approach to make the thing work. I think there needs to be some kind of auxiliary marking within the grid itself, and some obvious place to leave notes, but I haven't gotten that far ahead. I'm planning on printing this out and just scribbling it on it sometime to see if anything pops up.
Thoughts? Here's a editable PDF file to play with, saved with Adobe Illustrator CS3. Creative Commons license applies, as before.
One of the great sins of my personal branding effort has been to let a temporary photograph stand in as my website identity for so long. If you're reading this article through RSS you missed the new header image that has replaced the old collection of scotch bottles. I just didn't see the bottles anymore because I'm too close to the website, but every once in a while someone comments that they just assumed that my website is about drinking. I've resisted changing it until now, because I liked the photo, but I'm finally starting to define my design methodology and the image is incongruous with respect to a respectable practice. It's time to put my childish preferences aside.
The visual history of my website header is documented in my post Inadvertent Branding, but the short version of the story is that the bottles (see below) were a joking commentary on my cavalier attitude about moving my website between servers, live, without doing a whole lot of testing. At the time I was also rather fond of the colors in the image, taken with my previous-previous digital camera (a Canon PowerShot G2). Looking at the image now, I can see the nasty contrast issues. Check it out, preserved below for posterity:
The picture in the new header was taken at Starbucks with the 40D to illustrate a blog post, and was serving as (wait for it) a placeholder in my new website design. The new design, sadly, has not been going anywhere since January, so I decided to just grab the image from it. At least the new photo is somewhat informational in its subject matter. Plus, it has my two favorite pens in it (a Lamy Safari and Al-Star) laying on my favorite notebook (a Cachet Classic Graph). The eventual plan is to shoot a new header image depicting a ton of my favorite bits of gear used in support of my identity and design agency philosophy. But first, I've got to write it. So for now, this header will serve as a transitional brand image. That probably is some kind of no-no, but as I am also in a transition period, I am allowing for poetic license. So there. So much for growing out of my childish preferences.
Another transitional element I've deliberated added is the shift in colors toward the orange-blue palette that my latest business card is using:
The evolution of my business cards has never really matched the evolution of the website, but there's no more excuses now that I'm settling in a "design niche" I think is suited to my peculiar skillset and personality. To help, I'm using some language from the cards ("investigative designer") while retaining some of the keywords that the site has become known for ("productivity"). I also am using the gestalt dot story as a bullet for the design portfolio" button, which is now a little more obvious than before. I'm not sure if I like the bullet, but at least we're starting to get some repetition of elements between the business card and the website, which helps make it seem more like a "brand". It's not great consistency, but then again my so-called brand identity has always been somewhat "ambient" as opposed to "direct". Certain elements like proportions in my design work, color choice, typography, and use of photography have been fairly consistent over the past few years. The explicit use of my name has also been consistent; I demoted the original name of the blog, Better Living through New Media, to a subheader quite some time ago. This probably was a lucky decision, as I've discovered that I really do prefer to engage with people one-on-one, representing me-as-me.
So that's that. I'm giving myself another 10 years to fix the rest of it :-)
It's been a week since I first started trying the new day grid balancer form, and in practice I found that it didn't quite mesh well with my expectations. Partly this may be due to the long weekend and the surprise visit of one of my best friends, which meant that I didn't adhere to the daily schedule I'm striving to put into place. Even when factoring that in, I think I can still say with confidence that there are several aspects I didn't like about the form:
- Filling out the little day balance grid was confusing because my categories didn't quite fit what I was really doing. They are not named quite right, even for me.
- I wasn't quite clear on what kind of things I should list. In hindsight I see I was mixing up several categories of task: things I want to "make time" to do, scheduled meetings, and ongoing projects. The sheet is also a little cramped for writing any more than a few words per item, though perhaps this is a good thing.
- I had a tendency to just want to use the day balance grid to just check things off to try to complete the figure, instead of noting time.
In short, I wasn't very clear myself on how I wanted to use the form, and this might also be due to imprecise expectations. On the other hand, I also knew that the first week run was unlikely to be quite right, which is why I'm doing this review. There were some useful insights:
- There's something kind of fun about the day balance grid that I like. People have commented it reminds them of Tetris® in its shapes, and perhaps that gives rise to the expectation of fun.
- Merely checking off a box does make me aware of the other areas I could be balancing, which I think is a good thing. The current design of the sheet, however, doesn't leverage this very powerfully. Perhaps a single larger diagram is the way to go.
- Having notes on what I did every day to achieve balance is very helpful in remembering what I did.
- My mindset was that of achieving balance through completion, not through doing. This may be because I feel I am bootstrapping a lot of projects to get new work lined up, and I perceive a long sequence of intermediate steps that will take time to complete. In other words, I'm "finish fixated".
That last point regarding completing versus doing is somewhat subtle; I'm thinking that some actions are inherently good because it is about the time spent in the process itself, and other actions are good because they "finish" something that needed finishing. For example, I'm told that fishing is quite relaxing, and that it is not about actually catching a fish and (as I used to presume) getting to eat it. If one is results-focused, then spending lots of time fishing and not catching any fish would be a big waste of time. However, for someone who enjoys the experience of fishing itself, the entire point is to be immersed in the pleasure of the activity itself.
So there are at least two elements of balance that I should be considering:
- Maintaining a healthy variety of achievements, which lead to balance of multiple prerequisites for security and happiness. This the working assumption behind the design of the current form.
- Remembering to engage in both immersive and results-oriented experiences. This is a distinction that is probably important to note.
So what should this form even do?
And even more important is to decide exactly what this form delivers. I'm not really sure yet. If I look inward to see what it is that's really on my mind, it's that I transform myself into a higher-performing version of myself so I can get my languishing projects done. Just about all these projects are related to either creating new business machinery or creating new ways of interacting with people en masse, which is also beneficial to me. The net result I expect from completion of these projects is more opportunity, both financially and socially.
So why even worry about balance when there's so much to do? The assumption I am testing is whether balance leads to consistent productivity. My gut says that this is part of it, and I keep coming across mentions on other blogs and books that seem to confirm this. Consistent productivity in my case is a matter of maintaining consistent momentum and motivation. I know certain activities inspire and energize me, and I know others drain me. When I am not getting things done AND not constantly exposed people energy pre-mixed with optimism, my motivation wanes.
If I leave this balance issue up to chance, then it's pretty likely that I'll have inconsistent days of productivity. This may actually be an acceptable choice, but I am also feeling that time is short and I need to get my ass in gear. Hence, the creation of a new form to help me track what I'm doing and improve my mindfulness. Improving mindfulness is, perhaps, the main point behind this form.
I'll probably take a second pass at this in the coming week. I'm also very curious about other people's experiences using the form. Feel free to leave a comment, and I'll try to address the feedback as much as possible in the second draft.
My quest for work-life balance continues this week as I continue to ramp up on personal projects while stirring the business development pot. Although I'm not quite sure exactly what I want to balance, I do know that there are general categories that have contributed to my sense of well-being in the past. So, starting from the basic idea that I need four hours of billable work a day, I made a list of the other things that help me feel centered:
- productive work by myself
- productive communication with creative, positive people
- making sure that the crap isn't piling up at home
- putting time into health and the gym
- adequate sleep
There's a purposeful resemblance to something I read about 5 contributors to happiness via my friend Senia, which are:
- sleep
- exercise
- nutrition
- incremental actions
- alone vs. social time balance
The tracker form that's developing in my mind is based around all these principles, and what I'd like to have is some kind of nice weekly form that will both show me at a glance and remind me what the work-life balance should be. I've also been liking the idea of using the asymmetric grids I mentioned last week, so this morning I had a chance to make a first pass at what it might look like over my morning Starbucks.
The basic idea is to have a kind of three-part stack of boxes, with room for overflow. The names and assignments of the categories are preliminary, so I'm open to suggestions on this. Here's what I have so far:
The bottom stack is sleep. For me, I like to get 8 hours, though sometimes I sleep a bit more. Without adequate sleep, the rest of my day is kind of hosed, so that's why I put it on the bottom as a foundation for the rest of the activities.
The center stack are core maintenance. The home category covers stuff like cleaning, dishes, laundry, doing bills, and other responsible things that we should be doing for ourselves. It's on the left, because I think of this as "left-brained" pragmatic thinking. The arrangement is a kind of little box, and there's a couple more boxes available for overflow. The center, which about heart or happiness, are for things that you do that make the day worthwhile. Maybe everything you do makes you happy, but I put the box here anyway to remind me that this is the point, to find a center of joy somewhere in the rest of what you do. On the right side are health type things. This is more about taking care of yourself, and under this I would include feeling and romance. It's that L-shape because it kind of is an encompassing gesture around the heart, and it's more open than the closed-up logical side. Plus, this introduces an asymmetry that helps break up the grid further, providing some eye relief that a straight grid design would not generate. You may notice that this center grid is offset from the top and bottom slightly to, to further create some visual interest.
The top stack is about making stuff. For me, that's creating--the four boxes at the top are the four billable hours I want to seek. The two supporting elements on either side are for conversation, which is the creative dialog that's important to me. It's split in two to accentuate the idea that there are two people in a conversation, plus it creates a kind of neat super robot head shape. The whole stack is reminiscent of a giant Japanese robot comprised of smaller ships, combining in different ways.
Some other subtleties are the provision of extra boxes, because sometimes you'll spend more than the "ideal" number of hours. The stack of boxes is vaguely humanoid in shape, as I mentioned, to make it a little more personable in a way that a pile of boxes are not. There are also actually 26 boxes, because the two in the middle are extra. Maybe these will be bonus boxes when you do something that feels particularly awesome, a kind of bull's eye.
When I get a chance later this week I'll put together the rest of the worksheet, which I'm thinking may resemble a marriage of the Concrete Goals Tracker and the Emergent Task Planner. In the meantime, work beckons!
