I have carried some form of notebook for the last seven years or so. It started back at the tail end of grad school where I felt I needed a way to help me remember important appointments, meetings, and to capture to-do items. I started off by purchasing a Moleskine weekly calendar, which was great, but my cheap student mind didn’t like the added cost of the specialty book, whereas I could make the same book from a regular, ruled Moleskine. For the next two years, I would measure out the spacing and draw in the lines for the year. I appreciated the simplicity of the task and found it almost meditative, however I grew tired of having to do this at the start of each year.
Later, I switched from larger Moleskine notebooks to smaller, pocket books. Over time, I adopted the Field Notes brand of pocket notebooks as my go-to medium to capture thoughts, though I do keep an assortment of notebooks on hand (or on my shelf) for specialty purposes. The early days of Field Notes had me using a notebook until it was full, whether this was notes from a single month or from multiple months.
Eventually I settled on using one book per month, and started a fresh book every month, regardless of whether I fill the book or not. In this post, I’ll show you how I set up a notebook for the month of January, and provide some commentary on my choices.
The first step is to get a fresh notebook. You don’t have to use Field Notes, but I like the brand and the quality of the product. My only criteria when selecting a book is I prefer at least 48-pages that uses good paper and a grid pattern (either solid lines or dots). The paper is important because I use a specific kind of pen (I’ve settled on the Uniball Deluxe Micro as my preferred pen) that can easily bleed or smudge on poor quality paper as I write leftie.
The next step is to go through and number all of my pages. This is important because after I’m done with a book, I use an index (see below) to capture important pages that I want to reference in the future. The index does not capture any of the standard pages I set up at the start of the month, nor does it capture my individual days. Instead, it captures main to-do lists, important notes, or other things that I’ll need to find later. For instance, I use these physical books to remember passwords I rarely need to type. If I update a password, I note the date in my online calendar with a book reference (month, year, and page), so that I can go back and see what I set the password to. This doesn’t work when I’m out of the house, but I find this helps with keeping my rarely used passwords secure (instead of constantly answering security questions to reset the password).
After the index, I titled the second page my dream scratch pad. This is where I can do pie-in-the-sky thinking about things I want to do, accomplish, strive towards, covet, etc. To be honest, I rarely use this page, but I like to keep it on hand in the same place.
Next, any major to-do items get carried over. A lot of these have been on my carried-over to-do’s for some time, but I don’t want to forget about them (things like rolling over my passwords regularly, or little things I want to do around the house. If to-do items can be grouped under a specific theme (say, specific home repairs), they get their own lists later in the book. This page carries over everything else.
Next is my tracker page. This is where I track habits and other regularly occurring items so I can see them at glance. I list the dates along the left side (weekends get doubled-up so I can fit the entire month in), and each category of things to be tracked gets its own column. Some metrics are good things to track, while some of them I want to use to monitor my general health and well-being.
Since the entries per day are pretty short (not a lot of space), I keep this facing-page blank for additional notes on the month, if I need it.
On page 6, I capture my intentions and goals. I track goals and intentions a few ways. First, I have a “soul,” “mind,” “body” theme which allows me to focus on specific areas of my life (soul – social, philosophical, spiritual, etc.), (mind – learning, planning, etc.), and (body – physical health and wellness). I realize you can’t try and change too many habits at once and be successful, so these are just ways of helping me to prioritize things into themes, short-term and longer-term goals, and things I want to change. If page 6 is my capture page, page 7 would be where I would focus myself to a limited number of things. I would pick something from the previous page and devote more time or attention to it with specific plans and actions.
On page 8, I track some specific health indicators – my weight on the scale (left side), and my waist measurements (on the right axis) over time (the x-axis). Static views of single health metrics aren’t very helpful, so I’ve chosen to track weight and my waist as a better indicator of my overall progress in fitness. I’ve also started tracking blood pressure, which I input results for the day the data is collected as the systolic/diastolic reading.
Then, on page 9, I borrow a system I found on Reddit to track excuses. This is where I can measure intentions against action. For instance, if I set an intention to exercise and I skip it, I can capture what my excuse is for skipping it, assess whether it is legitimate (yes/no), and make notes on any ways I can mitigate the reality or implement solutions to keep my intentions.
Finally, on page 10, I start my first entry. Every day that I record in my notebook will receive a new page. I put the date across the top, then fill in tasks for the day, ideas, interesting quotes, or things to remember. Sometimes I’ll migrate thematic lists into this section, such as tasks I need to complete as Board Chair or for things around the house to repair.
This is the system I currently use. It borrows from a couple different sources, such as the original Moleskine planner I began with, elements from the Bullet Journal method, and good ideas I’ve found rambling through sites like Reddit. The notebook set-up iterates over time. I add and remove things depending on how useful I find them. Some of the items discussed above might get removed soon since I haven’t done a good job of keeping up with them, and therefore are no longer useful to me.
It is a little tedious to set up a new notebook every 30 or so days, but on the whole I like the systems I’ve developed and have found it immensely useful in my day-to-day life.
Share with me down below what kind of systems you use to help keep yourself on top of things. I’m always looking to borrow good ideas! I hope you found something here that was useful.