GTD Toolbox

5 Phases of GTD Workflow

There are five phases of your workflow: Collect, Process, Organize, Review & Do. You need to know the best practices and tools for each phase.  David Allen Company offers the “Keys to Getting Things Done” public webinar. Whether you are setting up your GTD system for the first time, or want to get better at working what you already have, this webinar is the way to go.  It’s a lively 90-minute webinar for $49, available on the dates listed below.

“Thanks again for your excellent GTD seminar.  I have just been reviewing the notes – very refreshing and envigorating, bringing some new perspectives to light for me.”
—David Orr, GreenMarch Services Limited

You can learn more by clicking on the date that works for you:

Thursday, May 10, from 10am-11:30am Pacific Time

Thursday, May 17, from 10am-11:30am Pacific Time

Wednesday, June 13, from 10am-11:30am Pacific Time

GTD Webinars

Your Browser is a Productivity Tool

From the Business Center at PC World, GTD is listed as a browser-compatible productivity system.  That will be a relief to those who don’t want to be tied to any specific device, or to a paper planner.

Can a cloud-based productivity system work for you?  Or are there times when you have to have your calendar, projects, and actions at hand because the cloud is out of range? 

Getting Things Done

We rely far too much on our imperfect memories to help us organize tasks and get work done. Trying to keep track of multiple projects leads to human error as we forget important tasks and waste time worrying over which project we should be working on at any given moment.

The solution: As soon as you remember a task, write it down so that your fallible, distractable brain isn’t the only place where you’re storing a record of it. This is the core principle of Getting Things Done. If you use it while working online, identifying your next task is a simple matter of consulting your to-do list.

 

You don’t need a Projects list? Then throw away your calendar.

Hi Folks,

The real power in GTD is not really in the hand writing or typing we do onto lists—it’s in the executive and creative thinking triggered as we engage with them. This month I explore the one list that can easily be the most powerful in terms of maintaining ongoing control and focus in work and life—the Projects list. Here’s a cautionary tale for anyone who thinks they can get along without it.

All the best,

David

DAVID’S FOOD FOR THOUGHT

IS A PROJECTS LIST NECESSARY?

People started keeping calendars a century ago. Why? Because life’s time-based commitments got more complex than they could trust their mind to manage. If you think that a Projects list is unnecessary, then throw away your calendar and trust life will just let you know what you should be doing, in the moment. [Read more →]

Tips for your filing system from David Allen

For whatever paper filing you still have that hasn’t gone digital yet, here are tips from David Allen for setting up your paper filing system.

  • Keep general reference files at arms’ reach.
  • Have lots of fresh folders at hand.
  • Avoid the unnecessary complication of color-coding your files.
  • Label your files with an automatic labeler. This is faster for one-off labels than printing from your computer.
  • Get comfortable filing even a single piece of paper that you might want to refer to later.

 

Where do you store reference files?

Where is the majority of your Reference stored these days? In GTD terms, your Reference is your “non-actionable” materials. Do you keep them stored in digital or hard copy?

If you’re mostly digital these days, what works well for you about that over paper?

Or, if you’re mostly paper, what works well about that over digital?

 

 

Webinars on Keys to GTD, and GTD & Outlook

What’s your level of GTD expertise? No matter what it is, these interactive and concise 90-minute webinars will deepen your mastery of the GTD best practices. David Allen Company offers these on an “a la carte” basis, giving you the flexibility and affordability to choose just the ones that work for you.

Keys to Getting Things Done®
This live Webinar will give a fast & fun overview on the keys for Getting Things Done, led by a Senior Coach. Learn about the best practices and tools for managing the five phases of your workflow: Collect, Process, Organize, Review & Do. Experience a “mind sweep” and walk through the decision making model for moving your input from “stuff” to clear outcomes and actions. Get tips for setting up a seamless system. A great overview if you’ve been wanting a better understanding of the “big picture” of managing your workflow with GTD.

February 16
March 15
April 19

GTD® & Outlook®
This live Webinar will give a detailed overview of the best practices for implementing GTD in Outlook. You’ll learn tips for setting up and managing Outlook Email, Calendar, Tasks, and Notes to support a seamless GTD system. See a demonstration of processing email (No, “inbox zero” isn’t an urban legend!) See examples of Task “contexts” and suggestions about how to structure your project and action lists.

Includes complimentary copy of our GTD & Outlook Setup Guide to assist you in your implementation of the recommended steps.

February 23
March 22
April 26

All webinars are held from 11am-12:30pm Pacific Time (California). Each webinar is $49. If you are planning on taking both, Keys to Getting Things Done is recommended before GTD & Outlook to build the foundation of best practices before the practical application.

Questions? Contact us at webinars@davidco.com.

How do you get people to do what they said they would do?

People who are starting with GTD often ask how to handle delegation, especially when a “waiting for” from another person doesn’t get delivered as agreed. Here’s a question and answer with David Allen on this topic.

Question: I just finished the “Getting Things Done” book and I know the methods you have expressed will for sure help me! I was wondering if you can help answer one of my questions? For Actions, let’s say you have to delegate work to someone. If that person doesn’t do the work that they volunteer to, how do you act in a stress-free way which doesn’t decrease your productivity and efficiency as a person?

David’s answer: There’s no “system” that can answer your question. “Stress-free” emerges when you know you’ve made the decisions that you need to about something, and parked the results into a trusted system that will feed reminders and information back to you at the appropriate time and context. So you have to decide if there’s something that you need to do about the situation or not; and if so, what’s your next action? Then park that next action in the right place that you’ll deal with appropriately.

The main problem most people have with delegation is the lack of regular review, enough so that you will light a fire or check status early enough to be able to deal with the other person optimally. But you can’t make anyone do anything. You just have to deal with your own agreements with yourself about the situation.

Best,
David

How to Plan Your Best GTD Christmas

Sometimes Christmas feels like an all-consuming project that sends us racing through malls, jumping from party to party, and being busy-busy-busy as we fill our time with lots of Christmas fluff.

I want something more than that, though.

I don’t want to have to “recover” from Christmas. I don’t want to start the new year eight pounds heavier. I don’t want my children focused only on the electronic gadgets they hope Santa brings. But everything I don’t want will probably become my reality–unless I take the initiative to implement what I do want.

David Allen’s Natural Planning Model seriously saves my sanity on everything from birthday party planning to creating new programs for my website, so this year, I decided to use the five steps of the Natural Planning Model to create a Christmas experience that is both magical and meaningful.

Step One: Defining Purpose and Principles

For this part, I sat down with my children and gave them the following prompts:

  • What’s the purpose of this season?
  • What do you want this Christmas to feel like for our family?
  • Please finish this sentence: “I would be happy with any Christmas celebration, as long as . . .”

[Read more →]

New GTD Setup Guide for Lotus Notes users

David Allen Company has just released a new Setup Guide that includes great coaching advice for structuring a solid GTD system in Lotus Notes. Written by David Allen and his senior coaches, this guide explains how to:

  • Set up Lotus Notes To Do’s for your projects and actions
  • Use the calendar as a critical foundation for actions
  • Get email to zero consistently
  • Create useful reference lists
  • Organize contacts
  • Move faster with speed keys and shortcuts

Instructions in the Guide are primarily written based on Notes 8.5, with helpful references to differences in previous versions.

Read a free sample from the first few pages

Buy now from the DAC Store

The case for paper-based productivity

This is a Community Contribution from Mike Vardy

I’m a fan of gadgets. I love shiny new objects that promise to deliver bigger, stronger and faster results. The problem with a lot of these shiny new objects is that there is a learning curve for most (if not all) of them and even when the knowledge is set firmly in place, they are only part of the equation. It’s the other part that often lets us down. That other part is us.

We often get bogged down in the details, mired in a slew of hidden tasks that pile up in our electronic folders and leave us with our heads spinning. And as a bit of a technophile myself, I’ve had it happen to me on several occasions. When this happens, I turn over my trusted system to a device that I can trust with its implementation: paper.

Paper is a powerful device in its own right.  It is simple in both design and execution. You write something down, and [Read more →]