Well, the idea actually came from the days when I used the Franklin Day planner throughout the 90’s.
When I moved over to PDAs, I really wanted to be able to keep the format of the Franklin Planner system that worked so well for me over the years. I literally spent about a year trying different software moving from Palm based PDAs and Pocket PCs trying to find that perfect “groove”.
On the PPC what seems to work for me is Pocket Informant. I keep all my PIM information there. I than use the notes section of Pocket Informant and keep a master or monthly To Do list. During the month I am constantly adding to this list as things come up or as I remember to do other things. When I go to plan my daily To Do’s I will usually look at that master or monthly list to see if there is anything from that list I can get done that day. If there is, I plan it into my daily To Do. When I complete it, I check it off and the next time I go through my master or monthly To Do list I than will use the “strike through” feature to show that I have completed it. I guess I could just delete it at that point, but I like to see what I’ve done as this helps gives me a sense of accomplishment.
At the beginning of the month I’ll create a new list of things to do and forward what hasn’t been finished for the last month. The goal here is to actually get done things I need to do and hopefully I am able to see this as I accomplish more things than I am moving over to the next month.
I am able to view and update all my PIM information through Outlook and Phatnotes for desktop. So during those times I am working from the desk I am able to continue what I need to do with out always living from PDA.
I know this sounds a bit much, but my PIM stuff is important to me. It’s what allows me to make goals in life and follow through to get ahead.
And a side note, I also keep a daily record of events like I’ve done on the Franklin Planner, though on the Pocket PCs, there really isn’t any software to do this well. On the Palm OS, the best software for this is DayNotez
http://www.natara.com/DayNotez/Index.cfm
On the Pocket PC, I am currently using Journal Pro.