Toolbox: After a Conference

Wow. Blackhat, Defcon, I didn’t even make the other conferences going on in Vegas. And coming back it seems like there’s a sea of things to follow up on. I think a little bit of organization is helping me manage better this year, and so I thought I’d share what’s in my post-conference toolbox. I’m also sharing because I don’t think my workflow is optimal, and would love to learn from how others are working through this in 2018 with its profusion of ways to stay in touch.

First, I have a stack of queues to process:

  1. Email. My inbox, but I also have a folder called “followup.” I move a lot out of my inbox to the followup folder so I can see it when I’m back from travel. (I also have a set of monthly sub-folders: followup/august, followup/september, they let me say “I’ll get back to you in three months.”)
  2. Signal
  3. iMessage. For both of these, I go back through the conversations I’ve had, see if I had followups or if I dropped the ball on someone.
  4. Linkedin. I get a lot of linkedin requests, and I’m a fairly open networker. Sadly, the UI works very poorly for me. I would love to hear about tools that allow me to effectively move messages to something other than a LIFO queue.
  5. Workflowy. I’m experimenting with this as a note taking tool, and it’s not bad. It’s a bit of a pain to extract the data (for example, I can’t email myself a branch of the tree), but copy and paste from the website is decent. It turns out the website has great export, but still learning.
  6. Business cards. I go through the whole stack of cards for todo items. I try to write notes on business cards. I discovered I did that on one of 6 cards where I remembered something. That’s not very good odds, and forces me to consider what I might have missed. Still exploring how to make best use of cards without notes. Advice really welcome here.
  7. Slack channels. Go through, look at DMs and channels. I suppose I should use some feature to note that I intend to followup. Is the Slack way to say “come back to this” to star a message?
  8. Calendar. For each meeting, think about the meeting, check my notes, see if I remember followups or things that didn’t make it to an email/workflowy note. And yes, there were several discussions that I know we discussed followups that I re-discovered by looking at my calendar.
  9. Photos. Photographs are the new note-taking, and so going back through pictures you took is important.
  10. Twitter, Facebook. I’m trying to break from Twitter, and don’t use Facebook, but I figured I’d include them here because they’re maybe worth remembering.

After the queues, as a consultant, I have customer work to get back to and sales contacts to followup on. I have expenses. I haven’t found an expense app that I really like, and so I stuff receipts in an envelope each evening, and then deal with them when I get home.

If I missed any followups, I’m sorry. Please reach out!

But more, I’m curious what works for you? What’s in your toolbox?

Photo: Patrick Perkins.