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. [Read more →]

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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 [Read more →]

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If you’re not doing a Weekly Review, then you’re always trying to do a Weekly Review, but never really doing it. The real reason to do it is so that 6.9 days of the week you don’t have to.  -David Allen

Looking for motivation and coaching on the GTD Weekly Review?  Get the CD set. Includes Coach Meg Edwards walking you through a Guided Weekly Review.

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Dear David Allen: Where do you find the time to go through the hardest parts of your Inbox (I seem to have a lower layer that never gets finished — notes from meetings that need follow up that are important but not urgent etc.)?

DA: You’re trying to use your Inbox as your organizer, and that won’t work. You have to make the decision about the action step for each one of those, and organize the reminder of the action (if it’s longer than 2 minutes and can’t be delegated) in your system. That doesn’t take long.  Sounds like you’re avoiding the decision about what to do, or you don’t feel like you have any system better than your Inbox to sustain it.

One of the upcoming Webinars with David Allen on GTD Connect will be all about processing these kinds of things that seem to get stuck in the Inbox.  Thursday, March 11th @ 11am.  Free for GTD Connect members.

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The master key to clarity is maintaining a complete and current inventory of all your commitments and agreements with yourself. You need to capture, clarify, and organize them, so you can constantly review and reflect on the totality of your engagements with the world, so you can trust your choices about what you’re doing, moment to moment. -David Allen

Grab the free article on the 5 phases of Mastering Workflow.

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One of the features of our GTD Connect program is “Ask the Coaches,” which gives members a chance submit email questions to our Coaches on anything challenging to them in learning or implementing GTD.  Here’s an example of one that came in from a member about how to deal with voluminous and relevant reading input. We get this question so often that we wanted to share it with the whole GTD community.

Dear Coaches at GTD Connect,

I am struggling with how to incorporate the GTD methodology into a specific, but important, part of my job.

Surely I am not the first GTD Connect member with this challenge.  I am a Portfolio Manager and Investment Analyst for a wealth and investment management firm.  Daily, I receive about 100 emails containing research reports from various Wall Street and independent research firms.  In addition, there are a few investment-related research websites that I should check on a daily basis to read what reports and analyses have recently been published by those firms. [Read more →]

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Let’s talk about the Horizons of Focus.  In my experience, this is one of the parts of the GTD approach that can take a little time for people to get their arms around. This is where priorities and perspective live. Whereas traditional time management approaches attempted to give people an ABC type coding system for defining their priorities, David Allen’s GTD approach has always been that priority codes are too simple for the complexity of most people’s changing lives, as the only measure of what to do. For example, assigning an “A” priority to something (or flagging is the popular method in email programs these days) could change with the next new piece of input you get. Plus, in my experience, people tend to get lazy with that code or flag without really deciding the next action. A flag, or #1, or lighting the email on fire still doesn’t tell you what your next action is. So is David saying to never use those? Of course not.  Just be sure that what you are marking as high priority has a a clearly defined next action and be willing to change that priority the moment your world changes–which it will. [Read more →]

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If you are still struggling trying to get the GTD Weekly Review to become a habit, you’re not alone!  It’s why GTD Connect, David Allen’s online learning center, sends out a Weekly Review reminder email to our members.  It’s a dose of inspiration, sent once a week, looking at a common speed bumps for people with their GTD practice. Here’s a recent one:

Still procrastinating about a bunch of things on your action lists? There are usually one of two reasons for this: (1) they have slowly slipped in importance and interest to you or (2) they aren’t really next actions (so you don’t really know what to do, where, about it).   If (1) give yourself permission to move them to Someday/Maybe.   If (2) then gird your loins and get back to the granularity of real next actions on your lists – not small sub-projects about your stuff.

- David Allen

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