Marc Orchant

Automating Your Weekly Review: a post originally by Marc Orchant

Weekly Review AutomatorI was thinking about my friend Marc Orchant this morning while also looking for something about how to do a good weekly review when I came upon a post that Marc himself had authored back in 2004. He was actually referring to another post that explains how to set up Outlook to automate the process of performing a weekly review.

Marc’s original post is copied verbatim below, including the links to the post to which he was referring. The script for automation may require some updating but aside from that the advice is as good now as it was then.

by Marc Orchant

Michael Hyatt, whose blog is a must-read if you practice Getting Things Done, has provided a great Outlook macro script that automates the process of setting up a weekly review task list. I am a Visual Basic novice and it took me about three minutes to set this up (including creating a custom icon).

I figure I’ll save ten times that amount of time every month because now I can click a single button and my Weekly Review is all set up.

Great stuff.

[Read more →]

Update on Extreme Productivity Seminar by Ismael Ghalimi

smiley1.jpgSo I’m back from the Friday seminar on Extreme Productivity held and lead by Ismael Ghalimi of Intalio. The seminar was great. I mean really truly excellent in the most useful and positive way. I think everyone that attended would tell you essentially the same thing. If Ismael holds one of these in your area I highly recommend you make it a point to attend.Later on this evening I will be posting a full report on the seminar, my takeaways and the really interesting stuff I learned. There were a few things that Ismael said that I felt were really significant and I can’t wait to share them with you. I’d share them now but I’m still organizing my thoughts and this is also a shameless tease to get you to check back later today for the good stuff.

What can I say? I’m a blogger, please don’t hold it against me ;-)

On another note, an additional benefit of attending the seminar was that I met a number of other people whom I think will make excellent and very interesting GTD Times contributors and I’m counting on them to send in articles fairly soon - so you’ll definitely want to check back and make sure you don’t miss those either.

Last thing before I go back to organizing my thoughts; I wanted to mention something that happened yesterday that for me was incredibly personally gratifying …

As many of you know, my closest friend, Marc Orchant, who was originally slated to occupy the position that I currently hold passed away from a heart attack late last year. As a result it came to me to try to execute upon his vision for the GTD Times. I have certainly been doing my best but Marc left some very big shoes to fill so it is with a great deal of pride and no small amount of relief that I draw your attention to a comment I received on my own blog last night that meant a great deal to me - and not just me, but for the whole GTD Times team.

Please understand that while I do a large portion of the editorial, none of this would be possible if it weren’t for the support and incredibly good execution by a number of key people. I am not sure that they wish to be publicly identified but I wanted to let them - and you - know that their hard work and support has been absolutely essential to getting this site off the ground so quickly and making it possible to hit the ground running and build momentum so rapidly - so thanks from me and know that this comment is for each and every one one of the folks that makes it possible to bring the GTD Times to you:

Rebecca Orchant

“Oliver, this is amazing. My dad would be so unbelievably proud of you. My geek factor is nowhere near that of my dad’s, my brother’s, or yours, but I seriously look forward to following your progress in this endeavor and future ones. I think you’ve totally hit the nail on the head as far as his vision for this project. I’m sure that somewhere, he’s enjoying your participation immensely, and chuckling to himself that GTD may force you to arrive somewhere on time.

We miss you. Hope things are well.”

Introducing a New Contributor: Michael Sliwinski

Editor’s Note: I first met Michael Sliwinski at the Office 2.0 conference last fall. He and I and his lovely wife and Marc and Sue Orchant all went for dinner and Marc and Michael totally connected. Marc was very impressed with Michael’s application, Nozbe, which is an exceptional tool to help you stay on top of your projects, plans, and next actions. I’ll be reviewing Nozbe in a future post, however, if you’d like to try this application for yourself, visit Nozbe.com and you can give it a test run free of charge.

michael-via-pacifica.jpgMichael Sliwinski is a creator of a web-based tool for getting things done -Nozbe that helped him master the GTD methods. Now he’s happy to help thousands of busy professionals and businesses be more productive and stay on top of their “next actions”.

Michael holds a Masters Degree in Business Management and a Bachelor Degree in Marketing and Advertising. He speaks four languages fluently (English, Spanish, German and Polish). He currently runs his Internet marketing and development company: apivision.com (creators of Nozbe).

Michael is also a gadget-man who never leaves his home without his TabletPC. When not creating web applications and blogging about personal and business productivity Michael loves to travel. He also holds 1st Kyu Brown belt in Karate Shotokan (black belt exam is his “next action”!). Michael lives in Europe with his wife, Ewelina, who is lucky to be a natural-born GTDer and an IT/IP lawyer.

Oliver’s GTD Experience

marc_and_oilver.jpgFor a long time I resisted trying out David Allen’s “Getting Things Done” approach to productivity. Sure, I recognized how efficient its practitioners were. After all my best friend was Marc Orchant - an acknowledged expert in the practice of Getting Things Done so I saw first hand on a daily basis just how productive and efficient he was with his “note taker wallet”, weekly reviews and traveling folders.

Marc never pressured me to try GTD and quite honestly, I didn’t believe I needed to. While I readily acknowledged it was a superior way to manage one’s time and maintain control over one’s life and schedule I kept telling Marc (and myself) that I didn’t need such a system. After all I have - I said - a photographic memory. I don’t have to worry about remembering where stuff is - I just do. Wherever I leave something I can recall exactly where it is.

This is true. If I pack a box in 2002 I can remember that there’s a broken remote control from Adelphia Cable in that box and that while the remote is broken, the batteries in it are still likely to work. I’ve tried to explain what it’s like to have a memory like this to a few people in this way: it’s a little like having a closet that has infinite storage and perfect internal organization, only it’s a closet that never lets anything you put into it back out.

In other words, if you don’t like how something looks, you’d better avoid looking at it because you’ll be able to recall that image in all its upsetting detail most likely for the majority of your life. In other words, I don’t go see many horror movies.

Of course just because I can remember where stuff is easily doesn’t mean it’s a reasonable system and in fact, in hindsight it is not only unreasonable, it’s ridiculous. For example, with no organizational structure at all, what happens when someone moves something? What happens when the maids do you a favor and straighten up your desk or the stacks of paper you have on the floor around your chair? What happens when someone goes through your desk drawer looking for a pen?

I’ll tell you what happens - the chaos that you have preserved an image of in your mind is now not the same chaos that exists in your workspace. This entirely new chaos is no longer recognizable as the place where you put your mail or your remote control or your wallet or anything else. Your…or really, I should say “My” and own up to the failing… yes, my chaos is now not a place where I can miraculously pull just the document I’m seeking from exactly where in the stacks and piles I remembered leaving it because it isn’t there anymore. It has been…uhh…relocated…and without any kind of system to help you reference just where it might have wandered off to you have no choice but to go through all the crap - it was stuff just a second ago but now that it’s an unfamiliar disorganized mess that differs from the disorganized mess I was familiar with it really has become a big pile of crap.

You see where I am going with this?

Finally, I have awakened to the realization that just because I can remember where I dump all my junk doesn’t mean that I should use that gift as my organizational system.

On the contrary, kind of like the waiter that takes your orders without writing anything down to show how brilliant he is (if he’s so brilliant, why is he a waiter in the first place? (no offense to waiters, I’m just making a point here), but then manages to screw up every single order because he got them all wrong, I was needlessly complicating my life and by default the lives of those around me by arrogantly insisting that systems were for people that couldn’t remember where they put stuff.

Of course I didn’t mention the sixty seven times that Marc had to wait for me because I was late - mostly because I wasn’t organized as well as I could have been…The truth isn’t always pretty, but being able to recognize the truth and accept it for what it is, if not a road to redemption is at least a road to self improvement.

When Marc gave me a copy of David Allen’s “Getting Things Done”, I read the book cover to cover and saw the elegance and intelligence of the principles therein. However, I simply wasn’t ready to take the steps necessary to put myself on the path to being a more productive and less stressed person.

In fact, it wasn’t until several months after Marc passed away that I was invited to attend a David Allen GTD Roadmap Seminar in Westlake, California. About two hours into the seminar something clicked. As a professional athlete I was used to a very systematized approach to training; from setting long term goals, seasonal goals, short term objectives and self assessment I was able to craft a training and racing strategy that would allow me to improve upon my weaknesses, maintain or increase my strengths, and basically prepare myself for the races that I had determined where the ones I wanted to be able to race in peak form.

GTD had many similarities with this periodized approach to sports and I realized that by applying those principals in my life I could focus on improving those aspects of my professional self that were weaknesses without sacrificing the strengths. Marc had asked me more than once what I would do with all the mental energy that was tied up remembering where things are. I used to chuckle and tell him that it took no energy- that I just remembered.

It wasn’t a lie. At least not an intentional one, but now, as I begin to put David’s program into action I can see that I only thought it didn’t take any energy. As things in my life become ever more structured and organized, not only are my pens a lot easier to find, when someone looks for them it doesn’t end up costing me half a day while I reshuffle the mental index I used to carry around to re-learn where everything now was dumped.

For me, the process and the battle has just begun. I still have lots of my old habits. I still tend to stack stuff up and I’m too cavalier about making notes and getting things into my inbox and from there to wherever they need to go next. I’m still figuring out what I can purge and what I need to file and I’ve got a ways to go before my projects and my goals are perfectly aligned and correctly prioritized. I have a long way to go.

But that said, I have a lot less of a ways to go than I did before I woke up and realized how much more I could actually get done if I spent just a little more time doing and a little less time explaining why I didn’t need to.

As one of the editors of the GTD Times, it will be my pleasure to share my progression from GTD newbie to GTD not-so-newbie to someone that practices GTD with sufficient proficiency that it has become second nature. While I don’t know that I’ll ever achieve the GTD Black Belt status of my friend Marc, I can thank him for opening my eyes to the fact that there was a better approach to being productive than the one I’d selected for myself and a I can hope that somewhere, Marc is chuckling knowing that he was right all along just like he usually was.