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Thread: Manage Personal *and* Professional in same system?

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  1. #1
    Join Date
    Sep 2011
    Location
    NC, USA
    Posts
    2

    Question Manage Personal *and* Professional in same system?

    Hey everyone,

    I'm fairly new to GTD - about 88% through the book (and audio book) and I'm a couple weeks in to using OmniFocus (iPad) for my general GTD tool. I am pretty excited about this stuff and can't wait until I have things well underway but I'm trying not to rush things.

    So my question is... does everyone following GTD merge their professional/career tasks/projects right alongside their personal life tasks/projects? I struggle with the redundancy of managing all my professional/career stuff in my own GTD system when my office already has a project management system of some sort (though a fairly inefficient, time-consuming and frustrating one).
    I have most of my personal life things all in my GTD system at this point and my instinct is to go ahead and roll in all my professional/career stuff as well ... but I am not 100% sure how to think about the redundancy/overlap between the system my office uses and my GTD system.

    Am I making any sense? Please advise!

    BTW - if this is addressed elsewhere please let me know. I did some searching but nothing came up specifically on this topic.

    Thank you.

  2. #2
    Join Date
    Aug 2006
    Posts
    34

    Default

    Without getting into a lot of down-stream issues, the ones that I faced on this very question boil down to 2 key issues.

    1. Will your employer allow you to wire or wirelessly sync your smart phone into his computer system on which you have your work Outlook account? (I have just made a lot of assumptions, one of which is that you work for someone else and that you use a similar setup that I do, namely smart phone and Outlook.)

    2. Are you willing to live with your employer's likely requirements that Outlook (and probably your smart phone) are subject to inspection or even confiscation at any time if he wants to exercise full control over his data that resides in the same places as your personal data?

    In my case, the answer to both questions is a resounding "no," so I keep my systems as separate as I can. My work day is pretty much during the day on weekdays, so my smart phone calendar has very little on it for those hours. About the only time that I have to show duplicate appointments is when I have to leave work for a personal appointment. I need to show that on my work calendar so that I (and anyone looking at my work calendar) know that I have to be out of the office.

    The only other "work thing" that I can think of that is on my smart phone is an encrypted set of passwords to my various work accounts (along with all of my personal ones) in an Android app.

    In spite of all of this "separateness," there is almost no duplication. I always cite the old saying: "A man with one watch knows what time it is; a man with two is never sure." So, each data record resides in only one place (that is backed up somewhere, via sync'ing or otherwise), but the whole set of data happens to reside in 2 places, namely work and personal devices.

    I hope this helps.

    Joe

  3. #3
    Join Date
    Jun 2010
    Location
    Melbourne, Australia
    Posts
    494

    Default

    Yes, I have all my personal and professional altogether in the one app for next actions and calendar, but all the project support is generally separate, ie work is only on the work laptop, home only on the home laptop.

    Can you give a description of your work project management system? Typical project management systems are different to GTD so it would help to hear what yours is like. Usually the project management plans (gantt charts etc) would be project support.

  4. #4
    Join Date
    Jun 2011
    Posts
    61

    Default

    If you don't integrate, you'll quickly find that you have a whol bunch of uncontrolled open loops. Depending on how you set up your system, you may find that your @WORK, @DESK etc lists are in your workplace project management system, but my suspicion is that it won't lend itself to that. If at all possible, I'd suggest running your whole-of-life system as a stand alone system, and then doing whatever you need to do in the workplace PM system to ensure you are keeping others in your team informed and playing your part appropriately. To really benefit from the GTD methodology you need your lists to be highly effective around contexts, clearing identifying a single next action for projects, etc. Most PM systems simply don't do this well, as they're aimed at solving a different problem.

    In my experience, I trialled 3 different approaches to GTD systems before settling on one that works for me: first Outlook (primarily tasks), then an online system (GTDify), and I've now set up a spreadsheet and use dropbox so that it's with me everywhere. Personally this works really well for me, though it might not for others.

    Good luck!

  5. #5
    Join Date
    Oct 2003
    Location
    Warszawa, Poland
    Posts
    3,140

    Post Use this forum's search function.

    Quote Originally Posted by chrisemersonnc View Post
    BTW - if this is addressed elsewhere please let me know. I did some searching but nothing came up specifically on this topic.
    You will find plenty of threads concerning this topic when you use this forum's search function with "professional personal separate" keywords.
    TesTeq - Follow me on Twitter - BIZNES BEZ STRESU (blog in Polish)

  6. #6
    Join Date
    Mar 2011
    Location
    Borlange, Sweden
    Posts
    14

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    Due to different reasons I needed to separate into personal and professional, which I did for about a month. Unfortunately I ended up in having no confidence in any of them... So, I decided to merge them and soon after got back on track. For me the answer is clear, one system is the way to go!

  7. #7
    Join Date
    Apr 2006
    Location
    Germany
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    462

    Default

    Quote Originally Posted by chrisemersonnc View Post
    my office already has a project management system of some sort (though a fairly inefficient, time-consuming and frustrating one).
    A project in the context of the company you are working for, is a different thing than a project in the context of your personal GTD. Yes, they have the same name, but they are different.

    Is the project management system of some sort guided by GTD principles?

    I would beware of unnecessary work of double-entries, but does the project management system of some sort do NAs for you?

    Maybe you don't need any NAs for work? I used to have jobs like that, where I did not need to track any open loops because virtually everything I did on the job was routine.

  8. #8
    Join Date
    Jan 2010
    Posts
    224

    Default

    Personally I keep a separate project list for home and work, but the Next Action lists are all combined.

  9. #9
    Join Date
    Sep 2006
    Location
    Cardiff, UK
    Posts
    75

    Default

    I use toodledo for my lists, as it's web based nothing is sitting on company IT equipment but it's equally accessible from home and work and automatically syncs between website, iPhone and iPad.

    I have 'Work' and 'Home' as folders so the lists can be viewed separately if required, so on the website I've got some searches in place that will isolate work tasks for when I'm in the office. I've been using this setup for around three years now having tried Outlook tasks and paper in the past.

    As much as I would love to use OmniFocus for the pure GTD experience, the fact that I would not be able to view lists at work makes it a no-no for me unfortunately.

  10. #10
    Join Date
    Aug 2010
    Location
    UK
    Posts
    178

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    I keep two completely separate GTD systems. I don't want my personal life sitting in my client's systems and I don't take work home as I spend enough of my life doing that. Besides, all the project support material is a shared team resource in the client's secure system.

    My Areas of Focus are completely different. For me there is just no overlap, I don't do much go-live data conversion in the house.

    At the office, I only check my personal contexts (on my phone) when I'm on a break and my personal calendar beeps me if I'm meant to do something soon. Otherwise, I'm supposed to be working.
    Fun is being on top of things - Sir Richard Branson

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