The End Of Year Clean Up

This week, what could you change about your system to get it ready for 2023?

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Episode 257 | Script

Hello and welcome to episode 257 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show.

There’s something about an end of year that turns our minds towards cleaning things up, making changes and planning. Yet when you think about it, these things can be done at any time in the year. Cleaning your task manager of tasks that have been sitting around for over a year, reviewing how we manage our tasks and making plans can all be done anytime. All we need to do is make that decision.

That said, the end of year often does give us some extra time to do these things. Emails reduce a little, and most people’s attention turn towards the upcoming year. And certainly if you live in the west, Christmas week does take us away from our work and spending time with family and friends.

I find this presents opportunities to clean up my notes for the year, delete tasks I’ve added, not done and are just sitting around in my task manager cluttering things up.

This week’s question is on this very subject. What can we do to change things, reenergise tired processes and fix things that haven’t worked well throughout the year.

So, without further discourse, let me hand you over to the Mystery Podcast Voice for this week’s question.

This week’s question comes from Jan. Jan asks: Hi Carl, I’ve seen you mention your end of year clean up in your blog posts in the past but I’ve never seen or heard you describe what you do. Could you explain your process for cleaning things up?

Hi Jan, thank you for your question.

My end of year clean up has become a bit of a ritual for me now. It’s something I enjoy doing because I am not working in the sense of creating content, instead I am doing a lot of sitting around and TV watching, not something I do at anything other time of the year. It’s relaxing and my mind isn’t “on” in the sense of thinking what to create next.

So, where do I start?

The first step for me is to do a review of all the apps I am using. The goal here is to eliminate apps I am not using. That means evaluating the usefulness of the apps I have on my computer, phone and iPad.

Through the year I will test a few apps to see what everyone is talking about. In the past, I’ve had apps like Notion, Obsidian, Things 3 and OneNote on my computer and as they didn’t make the cut, so to speak, I deleted them.

This year, I will be happily removing all the COVID apps I installed, I noticed these were still hanging around on a “just in case” basis. But as Korea is no longer doing test and trace and we can travel without the need for a PCR test, I can remove these.

I should point out if you do this exercise, once you’ve cleared all these apps, your computer, phone and tablets feel faster. I’m sure there’s no difference, but it does feel faster.

Next is to go into my workhorse apps and clean them up. I usually start with Todoist because this is the easiest one to clean up. With the Time Sector System, the folder you want to be paying attention to is your Long-term and on-hold folder. This folder can easily become a dumping ground and the end of the year is a good time to go in there and delete tasks you know you’re not going to be doing.

For tasks that have been sitting in there for a while but you feel you will still likely want to do them, you can move them out of your task manager and create a project note or add them to a list of tasks you want to do in the future but require further planning out, again in your notes.

Then it’s time to go into my notes. Now for me, this year is going to be a difficult one. This is the year I will be making a decision on whether to relegate Evernote to being a storage app and go all in on Apple Notes.

Now, the reason for this change of approach with Evernote is because Evernote is going in a direction that will not support how I use notes. That’s not a criticism of Evernote, I feel Evernote is doing brilliantly. However for me, I want my notes app to be simple with as few features as possible. When an app has too many features, the temptation to play around with formatting, colours and setups is too much for me. I spend more time playing than doing and that does nothing for my productivity.

Apple Notes, on the other hand, is simple, has great search features and works across all my devices. The test size is readable (while Evernote on my phone and iPad is too small for me to read comfortably), and it does the job I want a notes app to do with little fuss.

Throughout the year, if you are using a notes app properly, you will have collected a lot of notes that you no longer need. These need to be deleted (or archived). I love this purge. It almost acts as a review of my year. I go through my folders, clearing our old notes and making sure the titles and any tags I am using for the notes I keep are relevant and searchable.

This step is important. The search features on our computers are very powerful these days, and saves us a lot of time when looking for a note. If you haven’t learned how to use the system search on your devices, that’s something I highly recommend you do. It will save to a lot of time.

It during this clean up process when you will also see ways where you can improve your structure. If you’ve read Tiago Forte’s Building A Second Brain book this year, a book I would highly recommend, you may want to implement some of the principles in that book at this stage.

Now while you cleaning up your task manager and notes app, you want to be asking yourself: “how can I do it better?”. We want to be building seamless and effective systems, and there’s always room for improvement. If you remember the principles of COD—Collect, Organise, Do—you want to be asking yourself how you can improve your collecting process and how you can reduce the time it takes you to organise what you collect so you can spend more time doing the work.

The more time you spend in your task managers and notes apps, the less time you spend doing the work. So ask yourself, where can you speed up the process?

The final step to the end-of-year clean up is to go into the folders where you store your documents. Now, this is often the hardest part of the process because, over the year, we will have accumulated a lot of documents that either we no longer need or can be archived.

I use an external hard drive to move files and documents I no longer need. This helps to keep my computer’s drive clean and also reduces the need for more space in my cloud storage services.

I would also recommend you go into your Documents folder on your computer. We often download PDFs and other documents here and then forget about them. Clean that out.

Once you’ve cleared everything up, now it’s time for the fun part. Asking yourself how you can improve your system. Again, what we are looking for here is speed. How can we get faster at finding our stuff? Researching your device’s search tips and tricks is a great way to do this. I’ve learned so much by watching YouTube videos on learning how to get the most out of Apple’s Spotlight (and optimising it to work better for me).

The point of this exercise is to get your systems ready for the new year. You don’t want to be going into the new year with slow, unwieldy systems. Starting the new year with a clean set-up not only speeds everything up, but it also sets you up for a fantastic year.

The final part of this process is to look for bumps in the road where your system isn’t working too well. I find these bumps are usually in your task managers. Your task manager needs to tell you what you should be working on today. Everything else in there is simply holding pens for tasks you don’t need to do today, or you have not yet decided when you will do them.

How can you best set this up so when you go into your task manager to see what needs to happen today, you can see instantly what your objective tasks are—the tasks that must be done today?

And now for the bonus.

In recent years, I have taken to using the end-of-year break to go through my calendar to see how I can better optimise my week, so I get to spend more time doing the things I love doing. From spending more quality time with my family to being more consistent with exercise.

For 2023, the area I want to improve is my sleep. I am a terrible sleeper, and I need to be more consistent with this. So, one of my objectives is to redesign my week, so I have a cut-off time each day—a time I need to switch off my computer and a time I need to be in bed.

If you have followed my tip to design your perfect week, you can turn on this calendar and see how you can merge this with your actual week. To give you an example, I want to better use the mornings for creative work. I am at my most creative in the morning and a lot less so in the afternoons. I can block time out on my calendar for writing and recording and push off all my meetings to the afternoon or later in the morning.

I understand not all of you have complete control over your calendar. But you likely have more control than you think. Blocking time out now means other people cannot schedule meetings when you could be getting on with your focused work. Try it. It might just work. If it doesn’t, then you can go back to the drawing board and rethink your strategy here.

So, there you go, Jan. I hope that has helped and I also hope you get some time over the Christmas break to play with this. The key is to not put pressure on yourself to do this. It needs to be fun. I like to sit with my parents in the evenings and while they watch their favourite TV shows, I can be getting on and cleaning things up.

As this exercise is fun, I can be present when we are talking and while they are consumed in the TV show. I can be cleaning up.

Thank you for your question, and thank you for listening. It just remains for me now to wish you all a very very productive week.