Building a Second Brain: A Proven Method to Organize Your Digital Life and Unlock Your Creative Potential

by Tiago Forte

Every bit of energy we spend straining to recall things is energy not spent doing the thinking that only humans can do: inventing new things, crafting stories, recognizing patterns, following our intuition, collaborating with others, investigating new subjects, making plans, testing theories. Every minute we spend trying to mentally juggle all the stuff we have to do leaves less time for more meaningful pursuits like cooking, self-care, hobbies, resting, and spending time with loved ones.

Your brain is no longer the bottleneck on your potential, which means you have all the bandwidth you need to pursue any endeavor and make it successful. This sense of confidence in the quality of your thinking gives you the freedom to ask deeper questions and the courage to pursue bigger challenges. You can’t fail, because failure is just more information, to be captured and used as fuel for your journey.

Digital notes aren’t physical, but they are visual. They turn vague concepts into tangible entities that can be observed, rearranged, edited, and combined together. They may exist only in virtual form, but we can still see them with our eyes and move them around with our fingers. As researchers Deborah Chambers and Daniel Reisberg found in their research on the limits of mental visualization, “The skills we have developed for dealing with the external world go beyond those we have for dealing with the internal world.”2

To guide you in the process of creating your own Second Brain, I’ve developed a simple, intuitive four-part method called “CODE”—Capture; Organize; Distill; Express.

Let’s preview each of the four steps of the CODE Method—Capture, Organize, Distill, and Express—and then we’ll dive into the details in the following chapters.

The best way to organize your notes is to organize for action, according to the active projects you are working on right now. Consider new information in terms of its utility, asking, “How is this going to help me move forward one of my current projects?”

I’m here to tell you that that is no way to live your life. Information becomes knowledge—personal, embodied, verified—only when we put it to use. You gain confidence in what you know only when you know that it works. Until you do, it’s just a theory. This is why I recommend you shift as much of your time and effort as possible from consuming to creating.V We all naturally have a desire to create—to bring to life something good, true, or beautiful.9 It’s a part of our essential nature. Creating new things is not only one of the most deeply fulfilling things we can do, it can also have a positive impact on others—by inspiring, entertaining, or educating them.

Information is always in flux, and it is always a work in progress. Since nothing is ever truly final, there is no need to wait to get started. You can publish a simple website now, and slowly add additional pages over time. You can send out a draft of a piece of writing now and make revisions later when you have more time. The sooner you begin, the sooner you start on the path of improvement.

This is where most people get stuck. They either dive straight into the first piece of content they see, read it voraciously, but quickly forget all the details, or they open dozens of tabs in their web browser and feel a pang of guilt at all those interesting resources they haven’t been able to get to. There is a way out of this situation. It starts with realizing that in any piece of content, the value is not evenly distributed. There are always certain parts that are especially interesting, helpful, or valuable to you. When you realize this, the answer is obvious. You can extract only the most salient, relevant, rich material and save it as a succinct note.

Capture Criteria #1: Does It Inspire Me? Inspiration is one of the most rare and precious experiences in life. It is the essential fuel for doing your best work, yet it’s impossible to call up inspiration on demand. You can Google the answer to a question, but you can’t Google a feeling.

Capture Criteria #2: Is It Useful? Carpenters are known for keeping odds and ends in a corner of their workshop—a variety of nails and washers, scraps of lumber cut off from larger planks, and random bits of metal and wood. It costs nothing to keep these “offcuts” around, and surprisingly often they end up being the crucial missing piece in a future project. Sometimes you come across a piece of information that isn’t necessarily inspiring, but you know it might come in handy in the future. A statistic, a reference, a research finding, or a helpful diagram—these are the equivalents of the spare parts a carpenter might keep around their workshop.

Capture Criteria #3: Is It Personal? One of the most valuable kinds of information to keep is personal information—your own thoughts, reflections, memories, and mementos. Like the age-old practice of journaling or keeping a diary, we can use notetaking to document our lives and better understand how we became who we are.

Capture Criteria #4: Is It Surprising? I’ve often noticed that many of the notes people take are of ideas they already know, already agree with, or could have guessed. We have a natural bias as humans to seek evidence that confirms what we already believe, a well-studied phenomenon known as “confirmation bias.”6

Tharp calls her approach “the box.” Every time she begins a new project, she takes out a foldable file box and labels it with the name of the project, usually the name of the dance she is choreographing. This initial act gives her a sense of purpose as she begins: “The box makes me feel organized, that I have my act together even when I don’t know where I’m going yet. It also represents a commitment. The simple act of writing a project name on the box means I’ve started work.”

I eventually named this organizing system PARA,I which stands for the four main categories of information in our lives: Projects, Areas, Resources, and Archives. These four categories are universal, encompassing any kind of information, from any source, in any format, for any purpose.II

How PARA Works: Priming Your Mind (and Notes) for Action With the PARA system, every piece of information you want to save can be placed into one of just four categories: Projects: Short-term efforts in your work or life that you’re working on now. Areas: Long-term responsibilities you want to manage over time. Resources: Topics or interests that may be useful in the future. Archives: Inactive items from the other three categories.

Instead of organizing ideas according to where they come from, I recommend organizing them according to where they are going—specifically, the outcomes that they can help you realize. The true test of whether a piece of knowledge is valuable is not whether it is perfectly organized and neatly labeled, but whether it can have an impact on someone or something that matters to you.

Not once did someone come back and say, “You know, I’d really like to go back and organize all those files from my old computer.” What they did tell me were the stories of the impact their creative projects had: on their families, on their business, on their grades, on their career. One person organized a fundraising drive for a friend who had recently been diagnosed with leukemia. Another put together a successful application for a small business loan to start a dance studio. One student told me that the ability to tame the chaos of her digital world was the only reason she had finished college as the first graduate from her family. The details of how they organized their computer or took notes were trivial, but the impact their creativity had on their own lives and the lives of others—that was anything but.

A helpful rule of thumb is that each layer of highlighting should include no more than 10–20 percent of the previous layer. If you save a series of excerpts from a book amounting to five hundred words, the bolded second layer should include no more than one hundred words, and highlighted third layer no more than twenty. This isn’t an exact science, but if you find yourself highlighting everything, this rule should give you pause.

The effort we put into Progressive Summarization is meant for one purpose: to make it easy to find and work with our notes in the future.

Start by saving only the best excerpts from that piece of content in a new note, either using copy-paste or a capture tool. This is layer one, the initial excerpts you save in your Second Brain. Next, read through the excerpts, bolding the main points and most important takeaways. Don’t make it an analytical decision—listen for a feeling of resonance and let that be your guide for what to bold. These bolded passages are layer two. Now read through only the bolded passages, and highlight (or, if your notes app doesn’t have a highlighting feature, underline) the best of the best passages. The key here is to be very picky: the entire note may have only a few highlighted sentences, or even just one. Not only is that fine, it represents a highly distilled and discoverable note. These highlights are layer three, which is distilled enough for most use cases.

The true test of whether a note you’ve created is discoverable is whether you can get the gist of it at a glance. Put it aside for a few days and set a reminder to revisit it once you’ve forgotten most of the details. When you come back to it, give yourself no more than thirty seconds and see if you can rapidly get up to speed on what it’s about using the highlights you previously made. You’ll quickly be able to tell if you’ve added too many highlights or too few.

Don’t make excuses about what you don’t have or what you would do if you did, use that energy to “find a way, make a way.”

Intermediate Packets: The Power of Thinking Small The idea of dividing our work into smaller units isn’t new. You’ve probably heard this advice a hundred times: if you’re stuck on a task, break it down into smaller steps.

Our time and attention are scarce, and it’s time we treated the things we invest in—reports, deliverables, plans, pieces of writing, graphics, slides—as knowledge assets that can be reused instead of reproducing them from scratch. Reusing Intermediate Packets of work frees up our attention for higher-order, more creative thinking. Thinking small is the best way to elevate your horizons and expand your ambitions. There are five kinds of Intermediate Packets you can create and reuse in your work: Distilled notes: Books or articles you’ve read and distilled so it’s easy to get the gist of what they contain (using the Progressive Summarization technique you learned in the previous chapter, for example). Outtakes: The material or ideas that didn’t make it into a past project but could be used in future ones. Work-in-process: The documents, graphics, agendas, or plans you produced during past projects. Final deliverables: Concrete pieces of work you’ve delivered as part of past projects, which could become components of something new. Documents created by others: Knowledge assets created by people on your team, contractors or consultants, or even clients or customers, that you can reference and incorporate into your work.

Intermediate Packets are really a new lens through which you can perceive the atomic units that make up everything you do. By “thinking small,” you can focus on creating just one IP each time you sit down to work, without worrying about how viable it is or whether it will be used in the exact way you envisioned. This lens reframes creativity as an ongoing, continual cycle of delivering value in small bits, rather than a massive all-consuming endeavor that weighs on you for months.

Reframing your productivity in terms of Intermediate Packets is a major step toward this turning point. Instead of thinking of your job in terms of tasks, which always require you to be there, personally, doing everything yourself, you will start to think in terms of assets and building blocks that you can assemble.

What I learned from my father is that by the time you sit down to make progress on something, all the work to gather and organize the source material needs to already be done. We can’t expect ourselves to instantly come up with brilliant ideas on demand. I learned that innovation and problem-solving depend on a routine that systematically brings interesting ideas to the surface of our awareness.I All the steps of the CODE Method are designed to do one thing: to help you put your digital tools to work for you so that your human, fallible, endlessly creative first brain can do what it does best. Imagine. Invent. Innovate. Create.

Of the two stages of this process, convergence is where most people struggle. The more imaginative and curious you are, the more diverse your interests, and the higher your standards and commitment to perfection, the more difficult you will likely find it to switch from divergence mode into convergence mode. It’s painful to cut off options and choose one path over another. There is a kind of creative grief in watching an idea that you know is full of potential get axed from a script or a story. This is what makes creative work challenging. When you sit down to finish something—whether it’s an explanatory email, a new product design, a research report, or a fundraising strategy—it can be so tempting to do more research. It’s so easy to open up dozens of browser tabs, order more books, or go off in completely new directions. Those actions are tempting because they feel like productivity. They feel like forward progress, when in fact they are divergent acts that postpone the moment of completion.

The Archipelago of Ideas: Give Yourself Stepping-Stones The Archipelago of Ideas technique is valuable any time you are starting a new piece of work—whether it’s a how-to guide, a training workshop, a brief for a new project, or an essay you’re publishing on your blog. It gives you a way to plan your progress even when performing tasks that are inherently unpredictable. The technique is named after a quote by Steven Johnson, the author of a series of fascinating books on creativity, innovation, and the history of ideas.1 As Johnson wrote:

The Hemingway Bridge: Use Yesterday’s Momentum Today Ernest Hemingway was one of the most recognized and influential novelists of the twentieth century. He wrote in an economical, understated style that profoundly influenced a generation of writers and led to his winning the Nobel Prize in Literature in 1954. Besides his prolific works, Hemingway was known for a particular writing strategy, which I call the “Hemingway Bridge.”2 He would always end a writing session only when he knew what came next in the story. Instead of exhausting every last idea and bit of energy, he would stop when the next plot point became clear. This meant that the next time he sat down to work on his story, he knew exactly where to start. He built himself a bridge to the next day, using today’s energy and momentum to fuel tomorrow’s writing.IV

Dial Down the Scope: Ship Something Small and Concrete A third technique I recommend for convergence I call “Dial Down the Scope.” “Scope” is a term from project management that has been adopted by software developers, from whom I learned it while working in Silicon Valley. The scope refers to the full set of features a software program might include. Let’s say you’re designing a fitness app. You sketch out a beautiful vision: it will have workout tracking, calorie counts, a gym finder, progress charts, and even connect you with others via a social network. It’s going to be amazing! It will transform people’s lives!

I first learned about the model of divergence and convergence from Design Thinking, an approach to creative problem-solving that emerged out of the Stanford Design School and was further popularized by the innovation consultancy IDEO starting in the 1980s and 1990s.