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Efforts (Action)

Family knowledge for values, roles, areas, interests, and technology skills.

When I began my Family Knowledge effort, I created an effort map where I gathered links to notes and other local and remote resources. It helps to have an initial organization to get started.

You can simply list bullet items and group tehem in appropriate clusters. . The you create some initial headers for these groups, and add some commentary with additional context.

This will change, but you need to begin somewhere. Break that initial inertia and just begin now. I will describe what I did as an example in another post.

Also, you need to spend some time to identify your values & virtues, family & work roles, areas & interests, and knowledge & technology.

Values & Virtues

These are some values and virtues that I identified for my effort. Of course, yours may be different, but this helps establish a foundation for your intentions.

Family & work roles

Also, it's important to consider your various family and work roles, such as these that I used for myself. Again, yours will probably be different, but this example might offer a clue.

Areas & interests

You also need to consider your areas and interests. As I did for mine, it's especially important to look at these from the perspective of what your family needs to know and do. What subset of your personal knowledge would be considered appropriate for shared family knowledge.

For example, in my case, I felt that the Finance area was most important to address first, so we have done a lot with login passwords, websites, and documents for all our accounts. I will provide more information on what we have done during the first 6 months.

Likewise, they may not have any interest with your all the notes about your work, but there may be important things that need to be addressed for business or website continuity after you're gone. Just remember to examine everything through eyes and what's important for them.

Knowledge & technology

Of course, it's necessary to include some initial categories in your effort map on Family Knowledge, such as those items listed below on the left. However, do not forget that you also need to address technology skills (and apps) along with guidances and procedures related to corresponding knowledge.

For example, my wife was not familiar with macOS on my desktop iMac, and had never even heard of Obsidian or Markdown notes. So we did a little introduction and orientation in our first session with the basics.

She has an iPhone and iPad so she knows the standard Apple apps like Safari, but there are many little details that she did not know like login, Dock, Menu Bar, multiple windows, window movement & resizing, etc.

We include some tips & techniques as we encounter them during our Family Review meetings. Repetition is very helpful, and it gets easier all the time as she becomes more familiar with them.

We use a common structure for our account notes using a Account Note template. Even though all the account websites are each unique and different, there's common stuff she needs to find for each one. Then I can map each account website to the consistent Account note, and then everything needs for each account is available there.

Also, don't forget to spend time on workflows for statements and document archive for each account, which is especially important for today's paperless environment where everything is online.

Summary

Hopefully, this provides some initial ideas for you begin your effort with Family Knowledge. Start simple, go slow, and adapt along the way. You will learn a lot with every focus topic for your weekly Family Review meetings. That will also serve as a "forcing function" with this regular cadence to help keep you on track. My wife has found this so extremely valuable, and we both look forward to these sessions.

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