Username comments on Stupid Questions (10/27/2014) - Less Wrong Discussion
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This may be long for a stupid question... and it's not really one question... but it seems like a safe first post kind of place! It has just been on my mind a lot the last few months.
I was recently doing a review of my workplace's management system and used personal life examples to demonstrate why the management system is (/would of been) effective. Instead of convincing anyone else, I convinced myself my life would be better off if I had a personal management system.
I've googled high and low and found nothing that I could draw on. The amount of self-help and motivational books I waded through though... that was impressive. I find it particularly interesting that it doesn't seem present regardless of culture, even for procedure-heavy ones like Japan and Korea (at least in business) or more direct/rigid like Germany. Life just happens and you muddle through.
After putting pen to paper, I realised many "deficiencies" in my own life. I don't have a records "policy" - my files are on hard drives, NAS's, couple of clouds and a drive in a bank deposit box. I have no idea how many copies of my tax returns are floating around out there. I used to track expenses, but when I wanted to see my cashflow I realised I had no data for the last 2-3 years. I recently had to run out and buy some cleaning supplies because I ran out - that sums up my inventory system. That's a major barrier to cooking at home. I'm not sure what I have for emergency supplies either. I certainly don't plan (schedule or monitor) activities in my life at all. Risk management? I think my household insurance auto-renewed but not 100% sure.
Yet, I'd be considered decently organized among my peers. That seems terrifying.
Life isn't a project, or a company, but I think the "management system" approach would be beneficial because;
It engages system 2 thinking, resulting in (presumably) better plans
It allows optimization though sharing and iteration (assuming some common approaches develop)
It helps communicating and being held accountable, least for a certain set of relationships
It helps manage change, like the move from portable drives to cloud storage, or changing insurance coverage
It increases transactional memory, where you can put trust into a system to avoid having to keep a mental maps (of files, of money, of contingencies)
It allows outsourcing since the process is relatively well defined, such as to (virtual) assistants or maid services (I believe it'd be a net economic boom)
It can help be pro-active, like staying in touch at regular intervals - both prompting and prioritizing (more to do with how you approach life)
However, my prior is that almost no one does this. The most I've seen are individual components - some people run very good household budgets. It just doesn't exist as an overall framework.
Why? Is it because it doesn't work and/or isn't a suitable approach? A lack of definition to "life" to structure around/optimize towards? Is it more emotional, not giving up control and flexibility? Not taught/not socially acceptable? Does System 1 not bother with it, leading to failure?
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I've spent some time working on this but it's tough and I'm really not sure the effort would be worthwhile. The trigger to take it seriously was a long chain of events that led to a life achievement list. It's still in brainstorming mode, but getting huge and it seems to me that I need to put a lot more effort into optimizing for it.
Just to be clear, a lot of the answers I have gotten in person have been along the lines of "pick what you want and focus on it". I think it misses what I'm trying to convey - how do you manage everything you don't focus on? Why do you do things a certain way? I want to know what to do with my copy of my taxes next time I file. I want to do it because I should and I want to know why I should. The system offers an imperative, built on the foundation of having thought it out and deciding "this is how it should be".
I'll share my system in case it's helpful as a reference point.
Mint.com does a great job of tracking expenses, if you primarily use a credit card. (Which you should for the 1% discount on everything, unless you have bad self-control issues with money). It also lets you set budgets, which are fine for rough estimates but it's strength is in recording all your transactions and I just use Excel for planning out a yearly budget. For tax record keeping, all my pay stubs and tax-deductible donations go in a 'Fiscal Year 2014-2015' folder on my computer, which I keep backed up on google drive and on a hard drive every two weeks.
I've had great success with google calendar for managing my schedule, since it syncs with my phone and I get alerts 15min before an event happens. (For example, the biweekly backups are on here as an event, as are yearly 'time to set a budget' reminders, work schedules, gym visits, etc). A tip if you're overloaded with work and constantly busy is to block in some relaxation or 'hang out with friends' time so that those do not get pushed to the wayside.
For notes and to-do lists, I carry a small notebook and pen in my back pocket, which works well for me. (I use something similar to the getting things done method for the lists).
A lot of household supplies and food are totally fine to get as 'just in time' inventory, and they just go on the to-do list when I run out of the stored supplies (toilet paper, etc). The exception of course is a plunger, a fire extinguisher, and a first aid kit, which you should always have on hand. Every weekend I usually go on a grocery/supplies trip, do laundry, and clean the apartment.
For emergency preparedness, it's not something you have to constantly think about - you could take a day this weekend and figure out how much food and water you'd need for 3 weeks of power outage, go buy that, and forget about it. You might also want a 'go bag' in case you need to make a flight quickly.
I also feel like I'm fairly organized compared to my peers, but I don't actually know what their personal management systems look like. In general though, a lot of life is take-it-as-you-go, and I would not feel comfortable with a system that I can't afford to totally ignore if I need to.