If you want to build effective workflows using Tools for Thought (@RoamResearch, @amplenote, @obsdmd, etc.), you have to get comfortable with Systematic Iteration.
“Ah, right, R.J.,” you might say.
…and then add: “But what on earth does THAT mean?”
Iteration is a fundamental meta-process—meaning, it’s a process that underlies other processes.
Life itself relies on iteration, copying and changing our DNA to create the next generation.
Reliable workflows do the same: they revisit and refine material.
Pass 1: Copy what you read, along with its metadata
P2: Re-word what you copied
P3: Connect what you re-worded to other knowledge
P4+: “Converse” with your knowledge to develop further knowledge
Pass 1: Capture an idea, task, project, etc., in your Inbox
P2: Process the Inbox (Do, Defer, Delegate, Delete) and connect what you captured to your projects
P3: Review your projects to determine what to do next within each
P4+: Choose what to do NOW from your next actions
Writing a story
Pass 1: Gather ideas—don’t worry about what’s “good or bad”
P2: Organize what you gathered based on character, plot, etc.
P3: Structure what you organized to maximize the ups & downs of story conflict
P4+: Draft the story based on the structure
So, iteration underpins many processes. But I haven’t answered what I mean by “getting comfortable with Systematic Iteration.”
I mean a few things:
1. Trial & Error gets a bad rap, so you have to stop worrying that iteration is inefficient. If it’s systematic, it’ll work.
2. When iteration is “systematic,” that means there’s a method to the madness.
The CONTENT will change from one project to the next, but the stages of iteration remain reliably stable.
I’ll process my Inbox—or connect notes to my Zettelkasten—the same way each time.
3. Developing the stages of a workflow is, itself, iterative.
Meaning sometimes you’re “hopping up a level” to examine the process itself and refine it further.
One caveat: Do this only when you feel friction, or you can get into an eternal loop of “fiddling with your system.”
4. When it’s YOU designing the workflow, that can be legitimately terrifying.
“What if I do it wrong? What if there’s a better way?”
Get comfortable saying “I’m SURE there’s a better way, and working with my workflow is how I’ll FIND the better way.”
Which brings me back to Tools for Thought.
My chosen tool, @RoamResearch, is amazing at the first step of most iterative processes—getting your thoughts out of your head. But Roam isn’t particularly “opinionated” about how you should go about PROCESSING what you put into it.
Lest that sound like a criticism: that’s WHY I love Roam. It gives me the freedom and power to build my OWN systems.
No matter what TfT you use, or how opinionated it is about workflows, your comfort with Systematic Iteration will correlate with your success using the tool.
You can get past your initial fear by hiring a coach or starting with a workflow someone else built.
Get comfortable with the way YOU iterate in YOUR workflows, and you’ll learn more, get more done, create more, and even find more space in your life for OTHER things too.
Because as your workflows become streamlined and reliable, the bandwidth for everything else opens up!
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If you’re always looking for ways to work more efficiently & effectively, then—like me—you’ve probably tried different apps and methods to improve your #productivity
But even when they seem to work, sometimes we don’t use them consistently.
Why does that happen? 👇
1/🧵
One word: Friction.
Do you struggle to get motivated to do little tasks—even when you know they’ll make a big difference for you?
Do you get done what you absolutely HAVE to get done—especially for clients—but struggle with tasks that could make your work more efficient?
2/🧵
You may feel like you lack discipline, but I promise: It’s not a character flaw. It’s friction.
Something in your system is making it just a bit harder to do what you need to do, and THAT’S what you need to fix.
Find that friction and eliminate it, and you’re good to go.
I've been that failing plate spinner—too many projects, too little time.
Productivity is attention, and we can only reliably attend to one thing at a time. The challenge is overcoming the fear that setting a plate down means you'll never get it spinning again.
2/🧵
In Week 1 of my live cohort course AP Productivity, I teach a process for opening and closing loops.
Or, in our analogy, taking plates off their poles and setting them safely down, knowing that you can quickly get them spinning again when you need to.
Here’s something I hear from new #Roamans on a regular basis:
"I'd love to use @RoamResearch for managing tasks and projects, but I'm afraid I'll lose track of them."
or
"I'm worried I'll set things up the wrong way and it won't work."
or… 👇
1/🧵
“I’ve used every #productivity app out there. They all start out amazing but after a few weeks things pile up and then I get lazy and it stops working. Why should I invest EXTRA effort to create a custom system in Roam when the real problem is ME and no app can fix that?”
2/🧵
Let’s set aside the fact that it ISN’T you (it’s system friction).
If you’re still reading this thread 3 tweets in, then you’ve seen the magic of Roam and you want that magic to be working for YOU and YOUR work.