(This is the first installment in my series talking about how to ramp up quickly with GTD and Lotus Notes. This first post is actually not specific to Lotus Notes at all; it described my reference point for how I approach knowledgework.)

I began my recent eProductivity Seminar by introducing my eProductivity equation for knowledge worker productivity:

KWP = M x T x K

Put another way:

Knowledge Worker Productivity [or results] =
Methodology x Technology x Knowledge

That is, the outcome of any project will be influenced (one way or the other) by how well you use and apply (your methodology) your knowledge and tools to the problem at hand.

I believe GTD provides an outstanding framework for managing work productively – the methodology; I think that Lotus Notes can be a powerful tool for information, action, and knowledge management — the technology. As far as what your knowledge… only you know that.

Think about how this equation applies to your knowledge work. What are your methodologies (defined or undefined)? What tools do you use?

How does what you know influence the work that you do?

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Recently, an executive at a large global consulting firm with over 100K Lotus Notes users called me to ask for help getting up to speed with GTD and Notes. He told me that he was feeling overwhelmed at work with a growing number of projects and responsibilities and in his pursuit of a solution he had found and read David Allen’s book, Getting Things Done. He was also aware that while Lotus Notes is an excellent tool for messaging, collaboration, and information management, it wasn’t supporting him in the way that he needed. He was calling to get eProductivity for Lotus Notes and some coaching to help him set up Notes to be more productive. After a fruitful conversation, and my promise to help him, he asked me, “How can I ramp up quickly with GTD & Lotus Notes?” (I get asked this question a lot, so I decided to write a short e-mail that would be very helpful and something that I could reuse again the next time the question arose.) I promised to send him an email that night with some lessons I had learned and some tips for getting things done with Lotus Notes.

Well, my e-mail turned into an 6-part essay of my lessons learned and recommendations from the past 15 years of using Notes and the GTD methodology.

Over the next several days, I will take a look at the methodology (GTD) and the Technology parts of the equation… and share my experience and response to this person’s question of how to ramp up quickly with GTD & Lotus Notes.

I invite you to follow-along and join me in conversation about this topic.

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I usually do OK tracking individual actions and small and medium sized projects. These are items for which I can easily envision the completed state – I know what “done” will look like and I know I will mark these complete in a few days or weeks. Sometimes, however, I have projects where the completion date is not days or weeks ahead but months or years ahead. I find those harder to keep in front of me. Even with regular review, I sometimes find it difficult to keep a sense of time about a project that is off in the distant future.

As I prepare to launch eProductivity, a GTD implementation tool for Lotus Notes , I need to keep one or two key milestones in sight at all times. Specifically, we have a few big milestones – things like “launch web site” or “Prepare for meeting with David” or “Deliver presentation to IBM” that we have been working on for many months or in the case of the product launch, several years.

Several months ago, I watched a NASA Shuttle mission video and I was inspired by their countdown clock and their mission elapsed clock. I decided that I needed my own countdown clock, so I decided to create one for myself.

Starting with a countdown clock mechanism that I purchased on-line, I created a custom clock face and built five eProductivity countdown clocks. I set each one to the date of a key milestone. I kept one clock for myself and I sent the other four to key people on my team. Now, I have a tangible reminder of each event and the time remaining in which to complete it. I’ve had the clock on my desk for a few months now and it’s been a fun reminder of an event that I am looking forward to. The key question “What’s your next action?” keeps me focused on the little things that I need to accomplish to achieve my goal.

It’s been a fun way to get things done.

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With the recent posts on GTD for Kids and GTD for Families, I thought I would share this one…

Last year, my daughter, Wendy, recently made a post in the GTD Connect forum about how our family is learning about GTD at the breakfast table. [If you're a GTD Connect subscriber, you can read the posts and respond there.] I thought I would take a moment to share my own thoughts and experience here, too.

Over the years, I’ve often ask my children to help me test new software and programs. I find that they approach software from a totally different perspective and I always learn new insights as a result of their efforts. (Even Microsoft found benefit in this approach; they distributed Amy & Wendy’s podcast on OneNote Shared Sessions to the OneNote design team.) Anyway, back to the GTD breakfast club…

In December, I decided to ask my wife and children to test some prototype features for my productivity software for using Lotus Notes with the GTD methodology. (Little things, like linking projects to actions, switching contexts, and a tickler to calendar system.) In order for them to be effective helpers, however, I knew that they would have to distinguish between the methodology and technology of the productivity equation. I decided that this would be a good time for me to set up more formal GTD instruction for my family.
[Read more →]

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These guys, lurking at the back of the room aren’t playing video games, at least I hope not. They are two of the newest team members at The David Allen Company, John Ward and Chris McIntyre. Both seasoned presenters, they are here to audit Kelly class and sharpen their GTD presentation skills. We enjoyed a nice lunch together, I look forward to seeing them in action, soon.

Kelly just gave us a tour on how to setup Notes and Outlook as GTD implementation tools. Even though I think I know this stuff, I still learn new things and I got to share some tips of my own. Listening to some of the questions from the audience that inspired some ideas for features I can build into eProductivity for Lotus Notes to make getting things done with Lotus Notes easier. I’ve got those items on my agenda list to discuss with my team.

The seminar is going well, Kelly’s in peak form, people are learning and laughing at the stories she’s sharing from her work in the GTD trenches. (Example: Most full e-mail box? 87,000 emails. True story from Kelly.)

Well, time to get back to the seminar. I’ll try to post another highlight, soon.

Update: Chris is ahead by 45,000 points.

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Kelly just gave an interesting illustration of thinking about projects from a…z.

Here’s how this works:
Z represents the successful outcome – what your project will look like when done.

A represents the next single physical action to take to move forward.

b…y represents any additional action steps (but not the next action) along the way.

Now, here’s the secret: Z (the project) goes on your project list. A (the next action) goes on the appropriate action list. Everything else (b…y) needs to be parked somewhere, but if they are not next actions they do not belong on your current working list. [Read more →]

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TIME 9:37 AM

Kelly started the discussion with a great question:

On a 1-10 scale, how would you rate your productivity over the last two weeks?1= I should have stayed in bed.
10=Master of Control & Perspective

What supports you/gets in the way of you being at 10 more often?

Great question. Some surprising answers. I look forward to hearing what your experiences are.

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