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My Control Journal 
7th-Aug-2006 11:32 am
juggle
I'd been struggling with my CJ for a while, because I needed one for work as well as home, and it had to be something I could carry back and forth with me. It also had to cover addresses, finances, and some personal planning stuff. I tried using the binder and page protector approach, but it was just too big and cumbersome to work well for me. Daytimer type pages also weren't the answer, because of the need to print small sheets and hole punch them. (The pre-printed sheets didn't have my routines, so I'd either have to write them out daily, or risk forgetting something.) The main thing I learned from all of this is, if it's complicated for me to maintain, I won't.

So what I have now is a Word document with a bunch of different kinds of pages, that I print out in booklet form. Actually, I have two - one has only the daily PODA sheets (see below), and the other is a "reference" book that has all the others. I print out a new booklet of PODA sheets every week, and then save the used booklets in a photo box. I've been doing this for over a month now, and it's actually been working exactly the way I need it to, so I think I'll leave it alone for a few months.




Daily Cover Daily Cover

PODA p1 PODA p1

This has my routines, daily to-do, and daily FACE items (checking my balances and noting any money spent). Also has my Basic Weekly Plan.
PODA P2 PODA P2

This has an hourly schedule, for meetings and appointments (taken from my pocket calendar), a spot to write down what I eat, and lots of room to take notes during phone calls, etc. The goal was to have as few separate sheets of paper to deal with as possible.
Phone list template Phone list template

I keep my master phone list on the computer, and a blank sheet at the end of the printed out version to note down new numbers. Every so often I type the new numbers into the phone list and print out a new copy.
monthly goal update monthly goal update

I try to do this during the first week of every month, as a way of 1) remembering what my 2006 goals were in the first place, and 2) keeping track of whether I'm doing anything to meet them. It actually works pretty well.
Bus Sched page Bus Sched page

There are two main buses that I tend to ride, and the transportation authority in my area puts the schedules up on their website. So I print them off and carry them with me. It's more compact than carrying the big-fold-out bus schedule, and I only keep the pages I actually need.
Budget Sheet Budget Sheet

This is my most-used sheet besides the 2 PODA sheets, and it's been the biggest help in keeping me from overlooking major recurring expenses. I also added a check register sheet stapled on top of it so I can keep track of what's outstanding and what I've spent electronically (check card and online).
Master Task listing Master Task listing

One of my biggest problems is that I forget what I'm supposed to do, if it's something I can't finish immediately or is an ongoing sort of task. This list is an attempt to fix that, and has helped somewhat. Still a work in progress.

Comments 
7th-Aug-2006 03:43 pm (UTC)
This is great! Wow.....it all seems so useful and fantastically put together.

THank you for sharing!
7th-Aug-2006 04:56 pm (UTC)
Thanks. It's taken me about 3 years to work out, mostly because I was being perfectionistic about it. :)
7th-Aug-2006 03:58 pm (UTC)
I love it!

Would you consider sharing the actual documents (edited, of course, to protect any sensitive information)? :-)
7th-Aug-2006 04:55 pm (UTC)
If you click on the pictures, then click again, you'll get an absolutely HUGE version that you can right-click on and save for printing. If you prefer, I can email you the spreadsheets, etc. - send me an email at ambershaye at msn dot com.
9th-Aug-2006 06:58 am (UTC)
Just letting you know that I've sent you an email, just in case it ends up in your junk mail folder. Thanks again. :-)
7th-Aug-2006 04:09 pm (UTC)
That is just fantastic. Congratulations and thank you so much for sharing all of that.
7th-Aug-2006 04:58 pm (UTC)
Thanks for suggesting we do this. It was nice to be able to think about my CJ in terms of "what've I got and why does it work for me." It was also nice to come to the conclusion that I can leave it this way for a while because it's actually doing what I need it to (for a change!). The folks at Staples will miss me terribly, I'm sure. ;D
8th-Aug-2006 09:55 am (UTC)
That is a wonderful CJ. I love the fact that you included a beautiful cover for it. I will definitely keep this in mind as I work with mine. I have a feeling that my CJ's last incarnation wasn't as successful as I had hoped it would be.
9th-Aug-2006 12:33 pm (UTC)
I'm finally understanding what "work in progress" really means. There have been plenty of sheets over the last 3 years that I created or bought because I liked the *idea* of them, but then discovered that they weren't exactly what I needed. What did help was sitting down and figuring out what I actually do and use every day, as opposed to what I'd like to or what I think I should.
9th-Aug-2006 12:31 am (UTC)
Wow..that is amazing! Very, very impressive! And most of all it is awesome that you were able to make the control journal work for you! You are very inspiring!
9th-Aug-2006 12:06 pm (UTC)
Anonymous
Thanks! I design documents and forms as part of my job, so after 3 years of buying every pre-printed sheet known to mankind it dawned on me that I could produce things for myself as well. (I'd been hung up on the idea that if it came out of my printer it somehow wasn't to be taken as seriously as something made by Franklin Quest.) I pretended my CJ was a customer assignment, and had it done in about an hour. Hooray for the "booklet" feature on copiers, lol.
11th-Aug-2006 06:56 pm (UTC)
I would love to do something like that. I usually use my sidekick but I always forget what's on there for the To-Do list! Also I need something visual so I can stick it on the refrigerator so my hubby knows what is needed to be done for the day and can help me out.

I've tried it in Word but fail miserably because either the printer's down or it's too much of a bother due to the size of the pages. :\
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