I suggest that people build into their personal systems whatever checklists might prevent things from glitching on the back end, assuming they are reviewed appropriately. A great example, for people who travel, is the “travel checklist”–everything that you might ever want to take with you anywhere.  Doesn’t mean you have to pack it! Just that you want to consider the option so you don’t miss something. People often jokingly ask for mine to start with, to save them some time, so… here it is.

(I suggest you copy and paste into your word processor, and customize it for yourself. If you have a boat, go fishing regularly, or have other special kinds of trips, you might want a separate checklist for those. I used to additionally have a “take to boat” checklist, when I was sailing regularly.)

David Allen’s Travel Checklist

…more

Tags: checklists, David Allen, Getting Things Done, GTD, GTD Best Practices, Reference, Tips and Tricks, Travel
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A community contribution by Meghan Wilker. Join Meghan and Coach Kelly Forrister on the upcoming Webinar for GTD Connect Members–”Productive Use of Social Media.”

When Google unveiled Buzz a few weeks ago (and Wave a couple of months before that), it got me to thinking about how the emergence of each new technology often means an associated emergence of a new inbox.

These new inboxes now can sometimes creep up without us noticing right away. For example, when I got an iPhone in 2007, texting suddenly became a major new source of input. Don’t get me wrong: I’m a self-professed “Geek Girl” — it’s not like I didn’t have a phone capable of texting before 2007. I did. But, it was rather clunky and I didn’t use it often. Most people I knew didn’t use it much (I’m a Gen Xer, so we don’t text as profusely as those Gen Y youngins do). Once I got an iPhone, texting was suddenly dead simple. Once my PARENTS got iPhones…good night. Suddenly I was getting texts from my Baby Boomer dad (“Hi, honey!” “Did you get that?” “Is this working?”) …more

Tags: Community Contributions, Facebook, inbox, Productivity, Twitter
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Want to see more videos of David? Check out GTD Connect.

Tags: David Allen, David Allen Company, Getting Things Done, GTD, GTD Best Practices, Mind Like Water, trusted system
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“Your filing system should be a simple library of data, easily retrievable–not your reminder for actions, projects, priorities or prospects.” – David Allen

Tags: David Allen, filing, Reference
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One of the most common questions we get is how to get started with GTD.   New people, especially, will ask this after coming to us dazed and confused by what GTD is really about.   And, lots of people seem to be hoping a piece of software will teach them GTD.  Sorry, but that’s kind of like buying a car and then learning how to drive.  You’ll make your way down the road, but it won’t be pretty.

As a GTD Coach, and also intimately involved in the education and offerings from David Allen, I would suggest one of the following products:

The GTD System – This is, in my opinion, one of the best educational products we offer.  You get a ton of resources to learn GTD at your own pace.  You get the GTD book, coaching CDs with David Allen, GTD Connect and more. Good stuff. …more

Tags: coaching, David Allen Company, Getting Things Done, GTD, GTD Best Practices, gtd coaching, GTD Connect, Implementation, Implementing GTD, Kelly Forrister, Mastering Workflow
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“When in doubt, throw it out. When in doubt, keep it.” – David Allen

OK, so what you should really be keeping?  This is a standard records retention list that we got a few years ago from our accounting firm in California. There may be better ones out there, or more specific to your location. It should in no way constitute final judgment for your own accounting and record-keeping. We’ve heard that it is quite a grey area, and can differ from state to state.  It might help with some general guidelines, however.

Type and Retention Period (years)
Accident reports and claims (settled cases)— 7
Accounts payable ledgers and schedules— 7
Accounts receivable ledgers and schedules— 7
Audit reports of accountants— permanently
Bank reconciliation— 1 …more

Tags: coaching, filing, Reference, Taxes, Tips and Tricks
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David Allen’s list of cool/convenient lists to have
There are critical reminder-type lists that we all need to let our brain relax (re: outcomes and actions). There are other lists, though, that can be useful, fun, and interesting, that fit in the area of “reference” or “support.”

Account and $ numbers- credit card #s, PIN #s, etc. (make sure wherever you keep these, it is safe and secure.)
Affirmations- personal self-talk scripts for positive internal programming.
Basic personal numbers (self and family members)- drivers license, social security, insurance policies, Whatever you may need for yourself and others when filling out forms. (Again, make sure wherever you keep these, it is safe and secure.)
Birthdays- (if you don’t put them on your digital calendar system), group by date, as reviewable (those during a month, put in tickler for that month, etc.) …more

Tags: checklists, David Allen, Reference, Tips and Tricks
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A GTD’er wrote to us to ask what resources we have for helping her manage email. She wrote that email is “vying for top ten on my list of overwhelming.”  Here’s what one of our coaches shared:

There are a few excellent resources from the David Allen Company for applying the GTD methods to your email:

1. The GTD Setup Guides, specific to your tool, will cover the best practices of email.
2. There is a terrific free article called “Getting Email Under Control” that covers this issue as well.
3. Our GTD Connect online learning center also runs regular Webinar classes on topics such as email. There is a Webinar in the Archive Library called “Managing Email” that you should find useful. GTD Connect is $48 per month (cancel anytime) or $480 per year (one-year commitment.)
4. Our public GTD Mastering Workflow classes cover email best practices.  These one-day classes are a great way to learn all of the GTD essentials, including email.
5. There are loads of posts on GTD Times on the topic of email. Search on the keyword “email” or follow the tag.

Tags: email, Empty Inbox, Getting Things Done, GTD, GTD Best Practices, GTD Connect, Implementation, Implementing GTD, Mastering Workflow, Tips and Tricks
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