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GTD & OneNote

This is a community contribution by Ryan Oakley.

ryanoakleyFor me, GTD has always worked extremely well for those small(er) tasks and projects.  You know – those little things that used to fall through the cracks but, with the help of GTD, are now easily tracked and moved on until completed.

These smaller projects don’t need much in the way of “project support material” (PSM) — maybe just 4 or 5 lines of information to keep close at hand to help finish the project.  For me, I have mostly used the “notes” section of a project task item in outlook for a good and easy place to put this type of PSM.

But…what about those larger projects?  Like a 2 week vacation to Europe (travel books, emails, reservations, tickets, list of things you want to do and see, things to pack, addresses of family to visit, etc.) or maybe that multi-million dollar project at work that has 8 months worth of project plans and 5 milestones, 247 emails, 156 page reports, bi-weekly meetings, and 7 team members (complete with collaboration).  Ahh!

My GTD system breaks down with that kind of complexity.  [Read more →]

A ton of FREE GTD Resources

Here is a list of all of the FREE GTD resources offered by the David Allen Company:

  • GTD Times – This is the the official blog for the David Allen Company.  Loads of helpful advice, tips, special offers, tricks & strategies for implementing GTD.
  • Podcasts - Includes the GTD best practices series with David & his team.
  • GTD Connect – The two-week free trial is a fully-functional experience of our online learning center (except for downloads.) There’s no obligation, no payment required, and nothing to cancel. [Read more →]

Truly Ready for Anything: an image from a Summit Attendee

If a picture is worth a thousand words, this one basically says it all.  What could better illustrate the value of GTD than someone like Steve Pugh, pictured below, on duty in Iraq with a copy of “Getting Things Done” at his fingertips.

Steve was just at the recent GTD Global Summit and took the time post event to write to the David Allen Company to let them know how much he enjoyed the experience and to share this image of himself at work.

The brief note that accompanied the photo is also below.


Janet,
I really enjoyed talking with you at the summit.  I can’t believe how quickly the two days went by!  I hope you guys decide it was enough of a success to do it again.

Attached is the picture we talked about at the summit.  This is me, in an old Iraqi building, at my desk.  I have my Beretta M9 on my leg and a copy of GTD on my desk.  I was stationed at Balad Air Base which is about 30 minutes north of Baghdad.  GTD really helped me keep my head cool in a totally new environment that had more intensity and stress than I ever imagined.  Enjoy.

-Steve

GTD Global Summit Day Two: Session One – Making it All Work with David Allen

For many people this is the session they came to see.  After years of reading, re-reading, listening to, watching and discussing “Getting Things Done: the art of stress-free productivity” people, especially the majority of the people at the Summit who are serious about practicing GTD – are ready for something new from David.

“Making it All Work:  Winning at the Game of Work and the Business of Life” is that something. And I’m not just talking about the book, either.  David has worked for years to clarify, refine, broaden, deepen and in some ways complete the work he began with his original program of GTD.

For most people I suspect that the abbreviated Making it All Work presentation that David delivered today felt both familiar yet new at the same time.  That’s because it was.

I think that David retained much of the best of his original program but has fleshed out and added more material to those areas that people have occasionally said were not clear enough in the original.

Here are some basic outline notes from David’s slides for the presentation.  They are pretty much self explanatory.  The goal is to help you see more clearly what David means by each of the subcategories that he uses to define the various aspects of GTD.

They are as follows:

“If my brain had a brain I wouldn’t need a system.” – David Allen

Capture, Clarify, Organize, Reflect

This leads to having control and perspective

Control is simply cooperating with reality with conscious intent
Capturing
Clarifying
Organizing
Reflecting
Engaging

Perspective
Capture: write it down
Clarifying: what does this mean to me?
Organizing: put it where it goes
Reflecting: look through the whole
Engage: Do

Purpose/ Principles – 50,000  How: how do I want to operate as a human being?
Vision – 40,000 Feet  How do I see my self and my life
Goals – 30,000 Feet  What do I want to accomplish both long term and in the next two years?
Responsibilities – 20,000 Feet  What do I have to do
Projects – 10,000 Feet
Actions – Runway

System: build, fill, use

“You are here for a purpose.  You are either on purpose or you’re not.” David Allen

“Focus on what has your attention and you’ll find out what really has your attention.” – David Allen

A Twitter’s-Eye View of the GTD Global Summit – 1st 1/3 Day 1

For those of you that would like a voyeuristic view into the GTD Global Summit, I present for your lengthy reading pleasure all of the tweets from the legions of twitterers that are attending the summit.  (And there are many, at least half the audience is on twitter).

These are in reverse chronological order so you can take a trip back in time from present moment to last night’s cocktail party or you can start at the bottom and work your way forward in time to see the event blossom in the way that it actually has.  Either way there are some wonderful pearls here as many of the tweets are actual quotes from the speakers presenting at the conference.

Tweets are here as a PDF:  twitters_eye_view_gtdsummit

GTD and the 4 Hour Work Week by Erik Hanberg

A Community Contribution by Erik Hanberg

January’s Wired magazine carried an article by freelancer Chris Hardwick testing out different systems for helping him structure his work and life better.

He sums up:

Now, I know that David Allen is the head vampire of productivity, but if you only have the fortitude to read a single book, I’m gonna throw my lithe frame behind The 4-Hour Workweek. Ferriss lays out a series of nimble yet perfectly legal cons to help you break out of the corporate Bastille — and work from the actual Bastille, if you want. That sly creativity best fits the rogue nature of the freelancer.

David Allen is head vampire? I’ll have to check for fang marks from my book to see if he got me.

As it happens, I am also a freelancer and I have read Timothy Ferriss’s The 4-Hour Workweek. So I feel like I can respond to Hardwick appropriately. He is right about some things–like the idea that the books can supplement each other–but I think his recommendation is way off target.

For those who haven’t read it, The 4-Hour Workweek is essentially based upon two big ideas:

Idea One covers strategies for separating your work from a physical location–the office–so that you can work from home, work from Europe, or wherever it is you want to be.

Idea Two argues that for very little capital, a single person can get an Internet business going that will provide them enough money to live on with a barest minimum of work (hence the title of the book).

I believe his ideas are sound. In fact, I’m testing out an Internet business right now with Google ads to see if I can start a side business for some extra income.

But what Hardwick misses about the GTD system is that it doesn’t matter whether you’re a corporate CEO working 80 hours a week or whether you’re living off the wealth of your Internet business and only work 80 hours every year. You still have to get things done. You still have to pay taxes and bills, enrich your relationships with family and friends, plan your vacation, and maybe–as in the case of Ferriss–learn to tango (Ferriss holds a world record in tango).

For me, GTD has helped me get out from under the feeling of always being behind, helped me stop thinking about work when I shouldn’t, and introduced a system that means I can remember to buy batteries at the store when I’m actually at the store.

Only with that in place could I really seriously consider the suggestions of Ferriss. Now, one of my projects is creating the website for my Internet business. If things are successful, I’ll add new projects like setting up marketing and shipping.

But I just can’t see tackling those things successfully without having Getting Things Done under my belt.

An example of GTD on the Web

Editor’s Note:  This is a piece by a new GTD Times Contributor, David Pierce.  David is a unique contributor to GTDtimes due to the fact that he’s about half of the age of the typical reader of this site.  We love his fresh perspective and the fact that he represents the first generation to have grown up with the web being an always present part of his life.  Beyond this  David Pierce is a college student, freelance writer, and lover of all things Web-based. He blogs about the digital world at The 2.0 Life, and can frequently be found on Twitter.

In the few years since I became a GTD fan and follower, I’ve tried altogether too many different systems. I’ve tried Web-based and desktop-based, computer-based and paper-based. I’ve tweaked and changed, and constantly found myself picking up and dropping systems.

Recently, I sat down and thought hard about it: what do I need in a system? What are the features that are going to keep me working, on the wagon, and functionally using a given GTD tool? I came up with three, and they’ve changed how I evaluate GTD and productivity systems.

Portable

An increasing number of people don’t spend their time sitting at a desk. We’re on the run, on the move, and in a number of different places. Some people don’t even have an office, instead choosing to work from a combination of coffee shops and home offices. Anyone in this situation needs a system that’s portable, and is accessible from anywhere. One of the most critical parts of GTD, and the one I’ve always had the most trouble with, is the “Collect” phase – getting everything out of my head, and into my trusted system. Any system I create needs to be available to me, wherever I am and whatever I’m doing. It has to be easy to see, to manage and to add to from a variety of inputs. For some people, who spent much of their time at a computer, availability elsewhere isn’t as important, but for an ever-growing number of people like myself, systems must be portable.

Powerful

I need a system that does what I need it to do. At its basest, I need a way to make and keep lists; most applications, paper- or digitally-based, do this well. To truly make it a GTD-friendly application, though, I need a few other features- due dates, contexts, project definition, and easy review. Some features can be created with work-arounds, but any system worth using has to be feature-rich, or at least feature-upper middle class. Easy collection is a plus, as is a way to easily search through my tasks and sort them in any number of ways. Applications or systems that I use don’t need to be overly powerful, but they need to pack enough punch to do what I need them to do in order to function with GTD.

Pliable

No two people, even the strictest GTD followers, use exactly the same system. Everyone’s got their own workflow, own quirks, and own way of getting their own things done. If I’m going to use a pre-made application, I need to be able to meld it to my own needs. Creating my own contexts, making for simple reviews, and coming up with multiple ways to figure out exactly what I need to be doing at any given moment are all critical to my actually getting anything done. Some applications try and meld you to what they believe is “the GTD method,” where in reality everyone’s system looks a little bit different. Functional GTD systems need to bend to our needs, not the other way around.

After considering those three things in every application I tried, I’ve moved almost my entire GTD system online. I use a couple of different applications to make GTD work, but the Web has revolutionized how I get things done.

These Web applications are portable – they’re accessible from anywhere with an Internet Connection (which seems to be everywhere now), and can be used even with my cell phone. They’re powerful – search and tagging are becoming popular, you can sort and manage your tasks however you want, and new features and uses are always being rolled out. They’re pliable- good Web-based applications let you view, edit, and add to your system in a huge number of ways, as well as make it as complex or simple as you want. Using other applications like Greasemonkey, you can even change the look and feel of the application; nothing’s set in stone with the Web, and things are changing for the better all the time.

My system uses a combination of Evernote and Remember the Milk, but those aren’t the only two options for a good Web-based GTD system. There are endless options, and different systems will work for different people.

If you’re not a Web-based GTDer, give it another shot. Whatever system you use, though, make sure you’re creating one that’s portable, powerful, and pliable. That will ensure your system will continue to work for you, and you’ll be able to do (or create a way to do) anything you might ever need in order to get things done.

Meaning, Neatness and Organization

I had one of those “why didn’t I make the connection before? It’s so obvious!” moments recently, while thinking through a chapter of my book-in-progress. The three things I connected were David Allen’s subtle definition of organization: “where things are suits what they mean to you,” James C. Scott’s masterpiece on how governments develop an organizational “view” of reality, Seeing Like a State, and Gareth Morgan’s magisterial work on the role of metaphor in organization theory, Images of Organization. Why is this of interest to us? Well it turns out, if you put these three things together, you can explain why and how neatness and organization differ. You can also explain why it is so much harder for groups to get organized, compared to individuals, why they end up neat rather than actually organized, and what to do about it. Let’s start with this picture:

Legibility, Other-Meaningfulness and a GTD Definition of Neatness

In the classic GTD paradigm, you cannot objectively state whether this desk is organized or not. It depends on what the arrangement of stuff in this workspace means to the the owner, Blue Head guy. It is definitely not neat, but this could count as perfectly organized, if Blue Head routinely dumps his receipts under the table after a trip, and uses the floor when he needs extra workspace. If he gets his expense reports done on time, and never loses stuff on the floor, who are you and I to judge? When I was a graduate student at the University of Michigan, I saw a fine example of this. My thesis adviser was  a neat and organized guy. Nothing was ever out of place. Things got processed, and his desk surface was always immaculate. Across the hall at the time was another professor, for whom I was a teaching assistant one term. His office looked like a huge mess. Piles of journals and papers were everywhere. If you dropped by, there would be nowhere to sit. Yet, he could find what he needed in seconds. Both were equally effective and productive as academics.  I realized that the second professor was very self-aware and actually understood his system at a philosophical level when I found a copy of Malcolm Gladwell’s article “The Social Life of Paper” clipped to his door (a very smart exploration of how people really use paper to organize).

But to understand what “neatness” is, consider what someone else makes of an organized-but-not-neat situation, like our friend Green Head in the picture above. Why does he come to the different set of conclusions about what the four groups of “stuff” mean?

The deep reason for this is the association of neatness with low entropy. In the non-living world, symmetry, straight lines, right angles and such are only created by humans (or by atomic forces at microscopic crystalline levels). The result is that if you don’t know anything else, you can always safely assume that these attributes represent meaning to somebody. So even without knowing what the pile A means to Blue Head, Green Head can guess that it probably manifests some meaning.

Now, let’s mix in Scott’s notion of “legibility.” Scott argues that organizations tend to take complex realities created by organic human societies and reconstruct them in “neater” ways simply to make them easier to see and control organizationally. This process by which governance systems try to make the governed more “legible,” he goes on to show, often backfires by getting rid of a lot of critical subtleties in meaning, simply because they are not easily made legible. This reductive view of a rich reality is then imposed by the governance system onto the reality itself, as a Procrustean bed. The result is a mess; a case of an attempt at organization breaking what didn’t need fixing. A beautiful example he discusses is how the imposition of the more legible and “standardized” metric system in Napoleanic France actually made land measurements for the purpose of taxation less accurate in some cases.

That notion of legibility gives us a definition of neatness that is a companion to David’s definition of organization.

Neatness is that property of stuff that makes it legible to people other than the owner of that stuff.

Neatness, in this sense depends only on the stuff itself, not on the relationship between Blue Head and Green Head, or the extent to which they share a sense of meaning. Green Head could be an alien for all we care. That’s what legibility means: stuff in another language can be judged for legibility whether or not you can parse its meaning. You don’t need to know Chinese to tell random doodles made by a Chinese kid from written language, or good calligraphy from bad. The same goes for each of our private “languages” of organization.

But if, in addition (or instead), Blue Head and Green Head have shared meaning — shared mental models of some commonly experienced part of the universe — the desk will be more than legible to Green Head. it will be other-meaningful. It can even be illegible and still be other-meaningful to specific “others.” Here are a few examples, ranging from the “naturally self-documenting and legible” and “legible and consciously documented” to “meaningful but illegible” and the stupidest variety: other-meaningful and legible but not meaningful to the owner.

Examples of Meaning, Other-Meaning and Legibility

  1. I once saw a short-order cook taking omelet orders. His system was transparent, meaningful, legible and other-meaningful. If someone ordered an onion, tomato and swiss cheese omelet, he’d queue up a plate on the counter with a small piece of tomato, a small piece of onion, and a slice of swiss cheese. It was instantly obvious to anybody looking how his kitchen was organized.
  2. A pair of unlabeled paper trays on a desk is legible but not other-meaningful.  “In” and “out” labels make them “other-meaningful.”
  3. A hook by the front door is legible and has a clear meaning and other-meaning: hang your keys there
  4. Sherlock Holmes stored his tobacco in a Persian slipper which he hung by the fireplace. Legible and other-meaningful. Nobody can accidentally  create that weird configuration of stuff. It conveys: “smoker, eccentric, this is where he keeps his tobacco” as its other-meaning.
  5. The crumpled receipts and sheets of paper under the desk in the picture are not legible. A zealous janitor could be forgiven for trashing pile C and shredding pile D. If he’s been told to leave the desk area alone, it will acquire some coarse other-meaning for him (“not trash even if it looks like it”).
  6. Couples frequently get into fights over legibility and other-meaningfulness. My wife used to keep some clothes draped over the edge of the laundry hamper, and occasionally, annoyed by the entropy, I’d dump it in fully. Until I realized “draped over edge” meant “to dry clean” to her, and I was destroying her meaning by making things neater and other-meaningful to me.
  7. Moving time is a great example of various forms of meaning and legibility. There are piles of stuff are everywhere, but you and your spouse know exactly what it all means, even if the neighbors don’t. On the other hand, to a trained observer, such as a mover, who has seen lots of moves, things can be more legible and other-meaningful than the owners expect. Perhaps a psychologist or GTD coach would read more other-meaning into the moving piles than the couple themselves can!
  8. A contrived example of individual humans “seeing like a state.” Imagine a well-meaning but terminally stupid new admin assistant taking a look at an executive’s illegible but meaningful workspace. In particular, this executive has an elaborate system of post-it notes pasted in groups around his desk and monitor. The notes are different colored, but the executive isn’t using the color to code anything. Our overzealous admin imposes a moronic new other-meaning onto the executive’s workspace by neatly rearranging all post-it notes by color, in neat rectangular arrays. You can imagine what would happen when the executive returns to his office.

Personally, I am pretty much always organized, but my neatness swings between illegible and highly-legible. When legible, my systems are not very other-meaningful beyond “this isn’t trash, so don’t mess with it.” I don’t document much.

Creating Shared Meaning

This suggests a rather depressing thought: one of the reasons you and I are attracted to GTD is that it is not just tolerant of personal idiosyncracies, it actually encourages hacking and customization and apparent creative anarchy, so long as the “meaning” criterion is respected. But what happens when you must collaborate and coordinate with others? Is neatness and objective legibility the only path to other-meaningfulness? Is “seeing like a state” an unavoidable pathology?

Fortunately, no. You can create collaborate beautifully without getting into neatness. The key is to get to agreement on what stuff means, rather than how it should look. Crazy-creative startups have such deep levels of shared meaning that they can be phenomenally well-organized but completely illegible to visitors from big corporations. In the other direction, we instantly recognize “petty bureaucracy”: big-organization stuff that is neat and legible, but meaningless and other-meaningless because the process was designed under conditions that no longer exist, for and by employees who are no longer around to explain.

And here’s where the third piece of the puzzle comes in: organizational metaphor. Since the degree to which you need to share meaning is the degree to which others’ systems need to be legible and other-meaningful to you, smaller groups can create shared meaning in more fluid ways than bigger groups. But even the biggest organizations can create shared meaning that goes a really long way without degenerating into “Seeing Like a State” disorganized neatness.

This level of shared meaning is created by your fundamental metaphor for your organization. Morgan analyzes several major ones in his book. I have listed them here.

  1. Organizations as machines
  2. Organizations as organisms
  3. Organizations as brains
  4. Organizations as cultures
  5. Organizations as political systems
  6. Organizations as psychic prisons
  7. Organizations as flux and transformation
  8. Organizations as instruments of domination

Not all these metaphors impact visible systems and processes equally, but if you can read the dominant metaphor, the entire organization will become a lot more legible and/or other-meaningful to you. A simple example: if everyone seems to dress casually, and there are always cookies and fun posters around, you can probably assume that the ‘culture’ metaphor is important, and that it reads ‘fun and relaxed.’ You can use that to deduce that an illegible desk, that might mean “disorganized and ineffective” in a true “machine” organization, probably means the opposite here. If you know that an organization has a lot of the “brain” metaphor going on, where people get things done by acting like neurons — communicating intensely and informally at the watercooler — then you can read that behavior as “effective” instead of “disorganized slacking off.”

There isn’t room here to go into this in detail, but this view of organization, neatness, legibility and meaning is a very powerful way to look at effectiveness in decision-making. If you’d like to explore this theme more, the two books are well worth checking out. I must warn you though, they are heavy-lift books. Don’t expect to knock either off on a single plane ride. And of course, my own in-progress book, Tempo, a book about decision-making, will have a whole chapter devoted to the theory and concepts behind this approach to analysis. Do visit that link and sign up for the release announcement if this subject interests you!

p.s. I will be participating in two of the panels at the GTD Summit, where I’ll share some more ideas from my book, as they relate to GTD! Do drop by if you plan on being there.

Venkatesh G. Rao writes a blog on business and innovation at www.ribbonfarm.com, and is a Web technology researcher at Xerox. The views expressed in this blog are his personal ones and do not represent the views of his employer.

Confused by Conflicting Priorities? Here’s a Five-Point Checklist that Can Help

A Community Contribution by Arif & Ali Vakil

Practicing GTD makes choosing what to do at any given moment in time considerably easier. The three models that David Allen has framed for identifying priorities (ie Horizons of Focus, Limiting Criteria and Three-Fold Nature of Work) are brilliant. However,  even after you’ve earned your GTD Blackbelt, you can still be faced with two or more choices which you can do at the same context, require an equal amount of time to complete and are of equal priority. As soon as that happens the stress levels which you worked so hard to reduce by implementing GTD come shooting right back.  Whenever I find myself deluged with options here’s a little checklist that helps me get back in control of my decision making and get moving with confidence on the task that I choose to undertake first.

1. Realize and accept that there’s ALWAYS more to do than there is time to do it.
There’s ALWAYS more to do than that which can get done. The key word in the above statement is ‘always’. Even If I would like to complete all the tasks and projects currently in my to-do lists that are there now (without adding anything new), I would need the rest of my life to finish them off (that is, if I move really fast). And that’s not just me, iIt’s everybody on the planet. So the fact that I cannot complete everything on my list doesn’t really speak badly of me, it’s just the way life is.

2. Brainstorm. Is there a way you can attempt both the items in your to-do list?
It’s when our back is against the wall that we learn to innovate. Facing you is a list of multiple things that you’d like to do but it seems that you can do just one from the list. Look at the tasks again.  Maybe you can do more. Brainstorm; draw a mind-map of how you can attempt two or more of the tasks simultaneously. Try out the Natural Planning Model. Picture yourself attempting and having completed all the equal priority tasks. Ask yourself if perhaps there is someone who you didn’t think of earlier to whom you  can delegate one of the tasks?  Review your calendar.  Is there a new slot that you can block out for yourself  to finish one of the tasks some other time.

3. If two or more items have equally high priority, accept that time limitations make it possible to do just one thing.
If you still don’t see a way of hitting both targets with one stone, then since all the items you are looking at are of equal priority, accept that time limitations exist and do just one thing. Any one. It doesn’t matter. Since they’re both of equally high priority. The objective is not to complete everything on my list. It’s just to keep moving forward by trying my best to intuitively select one task among all my high priority tasks.

4. What ever you do, don’t do nothing.
Taking the wrong action is still a whole lot better than inaction. After all if you select any task from your list (which by the way you have already filtered by context and know which are important), the worst case scenario would be that you may have selected the second most important task, which is not that bad a choice at all. It’s infinitely better than doing nothing.

5. Finally try your Best and to God leave the rest.
Realize and accept that you are not in charge, nor responsible for the outcome. Your only responsibility is to try your best in every situation. Because that’s all you can do, that’s all you have control over. So just try your best and to God leave the rest.

Would love to hear your thoughts on dealing with conflicting priorities.

Want eProductivity? Want to Go to the GTD Summit Free? Now’s Your Chance.

Eric Mack, the individual behind David Allen’s new favorite tool, eProductivity, has got a pretty amazing promotion going over at his site right now.  The first ten people to take advantage of his special offer will get a free pass to the GTD Global Summit.

If you want to get eProductivity at the best price ever and you want to go to the GTD Global Summit without having to pay the regular admission, you’d better move fast.  I wouldn’t be surprised if Eric has already given out all ten passes by the middle of the day today.