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

What have you actually finished, completed, and accomplished? If you haven’t made a list in the last year, I would highly recommend that you give yourself a treat and review the year that just passed and look forward to the year ahead.

When I go through these kinds of questions I like to consider my answers in several areas:

Physical
Emotional
Mental
Spiritual
Financial
Family
Community Service
Fun / creativity / recreation

Completing and remembering last year

• Review the list of all completed projects.
• What was your biggest triumph in 2011?
• What was the smartest decision you made in 2011?
• What one word best sums up and describes your 2011 experience?
• What was the greatest lesson you learned in 2011?
• What was the most loving service you performed in 2011?
• What is your biggest piece of unfinished business in 2011?
• What are you most happy about completing in 2011?
• Who were the three people that had the greatest impact on your life in 2011?
• What was the biggest risk you took in 2011?
• What was the biggest surprise in 2011?
• What important relationship improved the most in 2011?
• What compliment would you like to have received in 2011?
• What compliment would you like to have given in 2011?
• What else do you need to do or say to be complete with 2011?

Creating the new year

• What would you like to be your biggest triumph in 2012?
• What advice would you like to give yourself in 2012?
• What is the major effort you are planning to improve your financial results in 2012?
• What would you be most happy about completing in 2012?
• What major indulgence are you willing to experience in 2012?
• What would you most like to change about yourself in 2012?
• What are you looking forward to learning in 2012?
• What do you think your biggest risk will be in 2012?
• What about your work, are you most committed to changing and improving in 2012?
• What is one as yet undeveloped talent you are willing to explore in 2012?
• What brings you the most joy and how are you going to do or have more of that in 2012?
• Who or what, other than yourself, are you most committed to loving and serving in 2012?
• What one word would you like to have as your theme in 2012?

1. Select Rules button from the ribbon

2. Click Manage Rules &  Alerts

3. Click on New Rule

4. Select Apply rule on messages I receive

5. Click Next

6. Check off from people or specific group. Then click on where people or public group is underlined and select yourself as the From contact (if you are not listed as a contact in your address book, you will need to create that first with the exact email address used by Outlook when you send email for this to work). Click OK. Click Next.

7. Check off move it to the specified folder. Then click on where specified folder is underlined and choose the “Waiting For Support” folder. Click OK. Click Next.

8. Check off except if my name is in the To or CC box

9. Name your rule.

Your final settings should look like this:

10. Click Finish.

Try it out by sending a test message to yourself and put yourself in the bcc: field. It should send a copy of the email to your Waiting For Support folder.

What this rule does is eliminate the step of having to dig through your Sent folder to find emails that you are waiting on a response.  Be sure to also track the Waiting For item on your Waiting For list in Tasks, unless you the discipline to review this Waiting For Support email folder with the same rigor you would your Action lists.

Collect

Process

Organize

Review

Do

For each area, ask yourself:

What’s working well for me in this area now?

What would I like to improve upon in the coming year in each of these areas?

How I could support myself more in that?

Acknowledge yourself for how far you’ve come. Be realistic in your commitments about where you want to be.  GTD is a journey…

Happy New Year!

David answered this way . . .

It’s hard to get it any simpler than this:

• Keep meaningful stuff out of your head
• Make action and outcome decisions about the stuff sooner than later
• Organize reminders of those items in easy to view places
• Review it all and keep it current

Any one of those elements without the others won’t really produce that much value.

Capture everything that has your attention (Collect)

Make decisions about what it means and what you are going to do about it (Process)

Park those decisions in trusted places (Organize)

Step back to reflect on those choices from a clear, current, and creative place (Review)

So that you can make the best action choice  (Do)

So how will that help narrow down a To Do list the length of your driveway? You’ll want to pull in the  Criteria for Choosing model:

Context – What place, tool, or person will the action require? This is the first limitation for choosing–it has to be. If you’re not in the right place, don’t have the right tool, or access to the required person, you can’t take the action.

Time available – How much time do you have to take the action? If you have 20 minutes, consider actions that will take less than 20 minute choices.

Resources – What is your energy like to take the action? You’re probably doing this now more than you realize. Brain alert usually means you’ll make different choices than brain dead. Watch that. Honor that.

Priorities – What’s the most important one to choose based on your roles (20k), 1-2 year goals (30k), 3-5+ year strategy (40k) or purpose (50k+)?

How do I know what my priorities are? This is where the Horizons of Focus model comes in. Every level of that is valuable, but the Areas of Focus level in particular can be helpful for people in setting priorities.  Know what your job really is and “no” will come a little easier.

Finally, I would look at how you’re spending your time Doing.  This is where the Three-fold Nature of Work model comes in. No, this isn’t a fancy way to fold a shirt. It’s a way to look at how you spend your time:

Doing pre-defined work – Choosing from choices you’ve already made on your Calendar & Next Action lists

Doing work as it appears – New things that show up that you choose to work on (not always a bad thing by the way, even though it gets a bad rap as being the demise of productivity)

Defining work - Processing new inputs (swing back to Collect, Wash, Rinse, Repeat.)

Of those three, where do you spend more time than you think you should? And which one doesn’t get enough of your time? Would love to hear your thoughts on that in the comments.

I hope this has been a helpful series for you all!

Just joining this series? Read part one on Collect, part two on Process, or part three on Organize, or part four on Review.  There’s also a fantastic “Road to Black Belt” webinar series I did with Coach Meg Edwards on these best practices that’s available on GTD Connect.

Kelly Forrister is a senior coach & seminar presenter with the David Allen Company

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 . . .”

Then I took good notes, and the beauty of their responses continues to amaze me.

Step Two: Outcome Visioning

We did this part on a separate day with an informal breakfast discussion, which basically took our ideas from Step One to a deeper level.

My 11-year-old was the scribe:

We agreed that we want to be well-rested, reasonably-paced, and organized throughout the holiday, and we’re going to continue exercising and eating well so we’ll be in better health by the time the tree comes down.　

We’re all going to be happy with our Christmas gifts–even if we don’t get the “big” stuff that all the kids at school are talking about. We’ll purchase and wrap our presents by the first week of December, shop together for a beautiful tree that will be trimmed with homemade decorations, and focus the majority of our activities and expenses on making others happy.

Just typing these things out gets me so excited about the holiday season. Certainly, there will be days that won’t go as planned (probably most days), and some of us will be whiny or emotional while others will be frustrated or exhausted, but that’s just life. We can still aim high, can’t we?

On to Step Three: Brainstorming

This step is my favorite because it gives us a place to write all the ideas we’ve been cooking up over the past few months.　

We looked carefully at our notes from the first two steps and then gathered as a family one evening to brainstorm around seven areas of focus. Here they are:

• Activities and Outings
• Helping Others
• Uplifting Media
• Christmas Cards
• Gifts
• Meaningful Traditions
• Healthy Food

Then my daughter added an eighth area called, “Unhealthy food.” (She needed a place to include the gingerbread house.)

Photo courtesy of Shawni Pothier

Seeing our areas of focus as clusters on one page helps us to realize that the “all-consuming” holiday planning really is finite. We can create boundaries around our time, we can control our expenditures, and we can make sure our energy is spent on what’s most important.　

In many areas, there’s a clear overlap. Can’t we create meaningful traditions that help others? Can’t healthy Christmas goodies and beautiful music be part of our Christmas-gift giving? Looking at the big picture clarifies everything.

Step Four: Organizing

This part initially feels hard. How am I going to take all these brainstorms and make them manageable?

Simply jump in.

I wrote out all the components and sub-components on little slips of paper.

Then I moved them around and organized them according to priority and sequence.

Here are my three sub-clusters: things to do this week, things to do before December 1st, and things to do in early December.

I noticed that four of these slips contained two-minute tasks, so I quickly accomplished those and then moved onto the next step.

Step Five: Identifying Next Actions

As I was getting all my ideas out onto Post-it Notes, I realized that some things I wrote down were projects, while others were tasks.　

I created a list of Current Christmas Projects,

and then I created two Next Actions Lists: one for immediate Next Actions–things to accomplish within the next week, and one for important Next Actions–things to accomplish as soon as it’s convenient.

Then I simply put these sheets into my inbox to organize during my next Weekly Review.

I’ll create calendar triggers for the Christmas plans that mean the most to me, and then I’ll just do my best with the rest, knowing that ultimately, spontaneous events might replace those I’ve planned, some of these projects might not seem as important three weeks from now, and what really matters is how this holiday feels.

Your family’s Christmas planning will likely be much different than ours. There’s no one “right” way to do this, but I hope that this exercise using the Natural Planning Model will help you to create a wonderful Christmas for you and the ones you love.

April Perry is the mother of four children and Co-Director of The Power of Moms.

WHAT TO REVIEW:

There are 11 steps in the GTD Weekly Review.  David Allen recommends leading yourself through this every 7-10 days to get clear, current, and creative.

Get clear – ensure all your “stuff” is processed

Collect Loose Papers and Materials
Get “IN” to Zero
Empty Your Head
Get current – review your system and update lists

Review Action Lists
Review Previous Calendar Data
Review Upcoming Calendar
Review Waiting For List
Review Project (and Larger Outcome) Lists
Review Any Relevant Checklists

Get creative – follow your intuitive thinking

Review Someday Maybe List
Be Creative & Courageous

REVIEW SUCCESS FACTORS:

Review your system regularly.  Sounds simple and obvious enough, but this is a challenge for many GTDers.  The downside of letting Reviews lag is that you risk your mind starting to take back what it downloaded into your system. You start thinking about things more than they deserve and can start to get leaks in your system.

Any Review is better than no Review. Don’t have the recommended 1-2 hours to do a thorough Weekly Review? Dedicate whatever time you do have and choose the step that most has your attention for that week.

Give it time to make it a habit.  Try at least 4 Reviews before you decide you just can’t do them.  It takes time to groove new habits and create a new reference point. Once you really taste what clear, current, and creative feels like, you’ll move mountains to make it happen, regardless of how busy you are.

Stay focused on reviewing not doing. It’s tempting to get in to handling some things you find in your Review. That’s fine for the quick less than two-minute ones, but be careful that your Review doesn’t turn into a catch up on backlog time.

Pick a day and time that works for you. This is one of the most common questions we get asked as coaches. Any day works, as long as it works for you. Universally, Friday morning seems to be the most common day. Choose a time when you tend to be brain sharp, not brain toast. I would also pick a time that leaves you buffer room to handle things that would not be good to find/fix if no one else is around (like end of day Friday).

Hope this helps!

Just joining this series? Read part one on Collect, part two on Process, or part three on Organize. You’ll also find a few podcasts related to the Weekly Review in our free public podcast stream.  And David Allen has a Guided Weekly Review webinar on GTD Connect.

Kelly Forrister is a senior coach & seminar presenter with the David Allen Company

WHAT TO ORGANIZE:

Organizing identifies the various placeholders or “buckets” where actions and support material are stored that you’ve processed. David Allen has also described organizing as simply “things are stored based on what they mean to you.”  The four primary action lists are:

• Projects
• Next Actions (with optional subcategories by context such as Calls, Computer, Office, Home, Errands, Agendas (people and meetings) and Anywhere)
• Waiting For
• Calendar (for time-specific actions, day-specific actions, and day-specific information only)

Organizing also includes setting up your workspace, a reference system for non-actionable information, and incubation systems (Someday Maybe and Tickler Systems) for possible later actions.

SOME QUESTIONS TO ASK WHEN CHOOSING YOUR TOOLS:

• Are there any tools already in place that you plan/need to still use? Like a corporate calendar?
• Where is your email?  Not required, but certainly helps to have your email and lists near each other.
• Who else needs to see your data?   Does it need to be on a shared server or would local be fine if you go digital?
• What do you tend to be drawn to–paper or digital?
• Is security a concern? Are you okay with your information being in the cloud?
• How would you back it up, if needed?
• What are you willing to carry around?
• What tools are you already familiar with?
• Would you trust putting almost anything into it?
• Is it scalable?
• Can you easily learn how to use it?
• What are you willing to pay for it?
• What does it need to sync to?

 ORGANIZING SUCCESS FACTORS:

• A good rule of thumb when choosing tools (especially your Calendar, Waiting For and Next Action lists which will get the heaviest traffic) is “can I maintain this easily if I am sick in bed with the flu?” That will tell you whether you’ve overbuilt it or not.  Don’t build your system at the height of your creativity and complex thinking.  It’s too risky that you won’t be there all the time and won’t be able to easily work your system when you need to.
• Settle on something as a list manager.  Yup. This isn’t marriage. It’s just a list manager. Let go of the idea that the perfect list manager is out there, if it’s holding you back from picking something that will be good enough at least to try. You can always change it later if you really need to.
• If you’re still on a learning curve with GTD, you may not want to add to that learning curve by picking tools you’re not familiar with. Instead, start with something you already know, like a paper planner.

Now, I know I haven’t mentioned specific tools.  There are a rare few that David Allen has personally vetted for GTD. That doesn’t mean there aren’t plenty of tools that will be a fantastic support for you though. And there are loads of suggestions from your fellow GTDers on this blog and in our Forums. Bottom line? Pick tools you’ll be more attracted to than repelled by.  Trust your lists for holding your reminders more than holding them in your mind, or your mind will fire you and take the job back.

Just joining this series? Read part one on Collect and part two on Process or part four on Review.

Kelly Forrister is a senior coach & seminar presenter with the David Allen Company

• Why bright people procrastinate the most
• Dumbing down your brain
• Typical causes and cures
• The bottom line of why we procrastinate

This webinar is free for GTD Connect members.  You can sign up for a free trial membership, and when you log in, you’ll find the webinar information on the home page of GTD Connect.

And coming up in January, GTD Connect members will have another opportunity to participate in the hugely popular 14-day GTD Challenge.  Members who did the recent 14-day GTD Challenge had this to say:

“Great webinar by Meg and Kelly as usual. I liked your advice on picking ‘Wins’ for the 14 days, instead of trying to climb the entire mountain at once.”

“Coaching from the webinar has gotten me more relaxed and re-energized about GTD.”

“The Webinar really motivated me to get back on track. Though I’ve been really busy, I’ve made time to get clear and current again.”

The free trial membership is easy to begin—just first name and email address—with no cost or commitment.

GTD has made a significant impact on my life, and I’m glad to share a specific technique that has worked for me.

I format my Action Items list in a spreadsheet. It’s really convenient to add items as they come in chronologically or during the processing of  ”in.” Then the items can be sorted according to context. This is easily done by just having three columns in the spreadsheet:

1) Context (errands, @computer,  etc.)
2) The item itself
3) Notes such as phone numbers, reference data, referral name, etc.

You can process “in” without wasting time inserting rows in order to put like items together. Just add more items at the bottom of the list. It is a simple procedure to sort the data by context, and BAM – action items are grouped according to context. 

It has worked best for me to keep this spreadsheet on my desktop. This way I don’t have to open my spreadsheet program, open a folder, find the document, then open the document. A quick double-click on the desktop opens the application and the document, and I’m ready to scribe.

Editor’s note:  You can also add a keyword for projects and actions, and then sort by the Item column to see the Projects with their next actions.

Senior Coach Kelly Forrister: I consider reading materials fall into two categories: nice to read and must read. Nice to read is like a newsstand. I can read it or not. Those are not tracked on any lists. they are organized into a plastic folder called “Read/Review”.  For must read items, those are tracked on my Next Action lists, just like any other action I am committed to complete. Those are organized based on where the reading takes place (@Office, @Home, @Anywhere or @Computer). The reading is typically stored in a project folder if it’s related to a project, an @Action email or hard copy folder, or I simply paste the URL if it’s a website into the note field of the next action in my list manager.

Here’s a great reminder of how helpful GTD is for any project, personal or professional.

Our team at the David Allen Company is planning a baby shower for  a co-worker.  We met today to do the following:

1. Brainstorm and mind map the project
2. Decide on next actions
3. Assign people to the identified next actions
4. Decide when to loop around again for further planning

Here was our simple mind map that helped clarify the tasks:

Our 20-minute meeting allowed everyone to move forward on this fun project with their own clearly-defined tasks.

GTD can help integrate your professional and personal life. Simple, easy, and fun planning — that’s a “GTD” baby shower!

From long To Do lists to overcommitted schedules, we tend to take on too much.  When is the last time you said no to someone when they asked you for something?  It can be hard to do.

Most of us want to help others when they need it.  There are times, however, when we need to say no.  I know I don’t like to say no.  I like to help people.  It feels good when someone wants you to do something for them.

It may help to start weighing that commitment against what you’re trying to accomplish in other facets of your life.

Here are three questions to ask yourself when faced with saying yes or no:

1. Do you have the capacity to say yes? If you have the capacity, great, go for it.  Say yes.  Make sure you can commit 100% though.  Committing and not delivering is much worse than not committing at all.  You’ll know if you have capacity because with GTD, you already have an inventory of your projects and actions, the things you’re already commited to.

2. If you say no, do you know how to do it eloquently? Saying no could seem harsh on the surface, so sometimes you need to explain why.  An example is simply saying, “I have a lot on my plate and I don’t think I can give you 100% of my attention right now.  I’d love to help in the future if you need me.”  There’s not a lot someone can say to that.  You’re being honest.  Most people will respect that.

3. Are you the right person for the job? Just because someone asks you for help doesn’t mean you have the ability to help them.  If you have no idea how to fix your mom’s dishwasher would you commit to fixing it?  I don’t know the first thing about fixing dishwashers. (My expertise pretty much stops at changing light bulbs.)  Telling my mom that I can help would be doing her a disservice.

Same goes for work.  Your boss asks you to compile some information on an upcoming project.  He tells you he needs it by tomorrow morning.  You’ve got three other projects you’re working on that are equally important.  Do you have the courage to tell your boss no?  Again, explaining how you can’t give 100% to it and offering a different solution will help.

Knowing when to say yes or no is a big part of stress-free productivity.

DAVID’S FOOD FOR THOUGHT

GETTING FREE

One of the reasons the GTD approach can be so empowering comes down to a simple, primal dynamic: When something is named, it is known; and when it is known, its hold on us is released. When things we have allowed into our inner or outer world are appropriately and accurately identified, we feel curiously freed from them. It’s all about clarifying what things mean to us and sorting them in our world appropriately.

Do you have any projects that you haven’t identified as projects yet? Got anything you’ve been thinking that needs clarification, resolution, or looking into, that you don’t have on a Projects list yet, that you look at regularly to keep actions moving toward?

Subscribe to Productive Living. It’s free and sent about every 3 weeks. You’ll find essays from David Allen, thought-provoking quotes, and productivity tips you can use every day.

• Updated instructions and screenshots for setting up Tasks
• A new way to track Waiting For items when you send email
• Suggestions for using ‘Quick Steps’ to process email

Read a free sample from the email section

Buy now from the DAC Store

Question:

David Allen: At any time you can decide to do something that takes more than two minutes–you’re just deciding that’s the work to do at that moment, vs. “processing” your inbox to zero. Could be lots of reasons that it’s the thing to do. Also, if you’re on a 5-hr plane ride, you can spend as much time as you want on any of the items as you’re cleaning up your email, if you figure you’ll finish by the end of the trip anyway. No hard fast rules about any of that. The point is, if you want to see all your work, current, you can’t do that until your inbox is empty and all the work has been defined. And if you want that to happen asap, don’t spend longer than two minutes on any one item.

GTD in a Sales Role – June 17 from 10am-11am Pacific Time

Hear how two seasoned sales professionals apply GTD to managing opportunities, building relationships, and tracking tactical actions with clients.

Getting Started with GTD – June 27 from 11am-12pm Pacific Time

Get tips, tricks, and coaching strategies for getting started with GTD. Hear from two senior David Allen Company coaches about where to start (especially if you feel overwhelmed), helpful resources to access inside GTD Connect, suggested tools for your workspace, choosing a list manager, and more.

To learn more or register, visit GTDConnect.com.  Not a member but would like to attend a webinar? Try a free two-week guest pass.

When: Tuesday, May 17, 10am-11am Pacific Time

Where: Webinar hosted by GTD Connect, our online learning center

Who: Open to all GTD Connect members (monthly, annual, or two-week guest pass)

Learn more about GTD Connect or login now to register for the webinar. If you can’t make the live event, the recorded replay will be available in the GTD Connect media library a few days after the event.

An obvious but rarely noticed tool may be my key to ultimate productivity.

At David Allen Company, we consider many things when setting up a workspace. I recently reconstructed my workspace in a way that has stepped up my energy and focus to a whole new level. I made this improvement by switching to a stand-up desk. This is an amazing tool that has helped me to be more productive and ergonomically correct; a win for my company and for me.

The benefits of a stand up desk have really surprised me.

I didn’t realize that the reason it felt so hard to sit at my desk during the day was because I am naturally inclined to move a lot. I have energy coursing through my body every minute of the day and found it increasingly difficult to stay focused for a long amount of time without getting up to move. I was blaming my lack of focus on a need for social interaction, because I’d get up to mingle or grab a cup of tea. But it was actually something much simpler.

Many people are comfortable when they are sedentary, or prefer a comfortable chair while working. However, we can’t assume that this works for everyone. It took someone else in our office – OK, the someone is my sister – requesting a stand up desk, on a suggestion from her GTD coach, for me to see the light on this issue. When I saw her working on her feet I realized that she was embodying a free physical space, which allowed her to move easily from her inbox, to her files, to her shelves and back to her computer. When I started using a stand-up desk, not only did it inspire a more efficient movement in workflow, but it was a huge relief to know that there was a way for me to feel energized while doing my work, and not locked into one position all day.

Since I have gotten my stand-up desk, I have noticed the following benefits:
• I am much more inclined to work through a solid block of time without needing an interruption for my energy to explode.
• When I do need to sit, I can do so in smaller increments and stretch my legs out which eliminates the need for me to interrupt my work to stretch or take walks (although I still love taking walks on my break).
• I no longer feel the tightness in my legs when I walk out of the office at the end of the day, nor do I dread sitting down again for my commute home.
• I feel the release of a “constricted” mindset, which inspires creativity and freedom in my work.
• I have quicker access to my surrounding workspace.

For those of you who have become fans of yoga, Pilates or stretch classes on your lunch breaks, please consider that movement can exist throughout your entire day. And for those who don’t participate in those classes, it might make sense for you to take a look at how you can keep your energy fluid and vibrant. Do not be discouraged if you work in an office that has not offered this option; you might be surprised at the reaction you get when you explain what effects it might have on your efficiency. Remember that your mind is constantly processing data, but your body is also taking in a constant flow of information and energy. Make sure you are taking care of both.

Kari McGee is an enthusiastic team member at David Allen Company. She works on the administrative team for our GTD Essentials program and GTD Interactive course. We hope you enjoy her story!

• It’s not clear who should do it (i.e. unclear Areas of Focus)
• If the person delegating is not clear on their own inventory, in their integrity and confidence they won’t feel like they can hand off things to others (doesn’t quite fly to say, “I can’t do this because I have a gnawing sense of overwhelm–but can you?”)
• If the person delegating doesn’t have a clear way to track what they are handing off (a la Waiting For or Agenda lists) they won’t feel confident in handing things off
• Perfection (anyone ever have the feeling “I can do it better/faster myself?”)
• People often feel funny using the word “delegate” with peers or their managers–so just call it “hand off” instead (truly–tricks that like can work)
• The person delegating is not clear what they are even delegating

My Agenda and Waiting For lists are often my longest lists. I have Agendas for all of the key people I meet with or report to on a regular basis. My Waiting For list (currently 68 items) tracks anything and everything I may want to rein back in at some point.  To me, these lists are like fishing lines off a boat and I just need trusted and easy ways to reel things back in when I need them.

How well do you handle delegation? Do you ever hesitate to delegate something to others? If so, why?

Kelly Forrister is a senior coach and presenter with the David Allen Company

DAVID’S FOOD FOR THOUGHT

Why “list” is a dirty word

What’s wrong with lists?  Most people haven’t had a lot of success with lists, especially the ones they’ve tried to use to “get organized.”

You are either attracted or repelled by your lists and everything on them. There is no neutral territory. When you look at any one item . . .

Keep reading David’s article.

Subscribe to Productive Living.  It’s free and sent about every 3 weeks.  You’ll find essays from David Allen, thought-provoking quotes, and productivity tips you can use every day.

In an earlier GTD Times post, I talked about some of the basic ways I use the principles of GTD with my kids. That post focused on Capturing, Clarifying, Organizing and Reflecting at a high level.

This week, I spent the better part of an evening on a Clarifying mission with my kids, and it struck me that the act of processing an inbox with kids is vastly different from how we do it as adults.

If you are a parent who works outside the home, your kids probably generate a lot of artwork during the day. And by “a lot” I mean levels that will wake you up at night with hoarders’ nightmares of having to dig tunnels through the piles of coloring sheets and construction paper stacked floor-to-ceiling in your house. Or maybe that’s just me.

At any rate, Capturing & Clarifying can be particularly helpful in dealing with kids’ art projects. Here’s how I handle it.

Capturing
- The kids’ artwork comes into the house via a delivery device known as a “backpack.”

- Each night, we empty the backpack and look at all of the papers while we eat dinner. This is not so much processing as just enjoying and observing and talking.

- Things that are particularly awesome might get immediately hung on the fridge, placed in the baby book, or tacked up on one of the kids’ bulletin boards. (They have one in their room, and one over their play table.)

- Any remaining papers are placed in an orange plastic box. (Seen on top of the wooden toy shelf in this photo.)

Clarifying
When the orange plastic box gets full, we go through it to decide what we should keep, and what we can let go. There are two advantages to this delayed processing.

First, papers that seem unimportant at first sometimes feel meaningful after a few weeks (or months) and it can be fun to look at them together and marvel over them. “Wow, look at how much better you can write your name now than you could then!”

Second, it gives the kids some emotional distance from their work. I mean, think about it: what if you brought an awesome spreadsheet home and your spouse looked at it for 2 minutes and then tossed it in the trash? Okay, fine — I’ll admit that I sometimes recycle their papers on the sly. But, it’s rare, because I would be crushed if someone looked at what I did all day and immediately decided it should be tossed out. But if I looked at it months later, I might agree, “That thing? Oh yeah, toss it. It’s a metrics report that’s out-of-date.”

It’s the same with kids: given some space, they’ll look at old work with more of an ability to recognize what’s really special, and what they’re willing to part with.

That being said, kids usually need more processing time than adults. As adults, we can — and should — push ourselves to make decisions about “stuff” and not re-process the same materials over and over. With kids, I find at least two rounds of processing are necessary.

Round 1 involves going through everything in the inbox item-by-item and setting aside things that should obviously be saved or recycled.

This is where patience comes in: what’s “obvious” to me, isn’t always obvious to them. So, in addition to “Trash” and “Treasure”, have an “Undecided” pile. Give them their space; if they’re not ready to part with it, allow it to go in Undecided. Tip: I keep the Treasure box visible. It helps them understand and visualize the small amount of space for the things we are keeping.

By the same token, it may help to keep the Trash bag out of site. The idea of your things being tossed out is less harsh than actually seeing them get tossed out. In the photo below, our Trash bag is visible — in the past, the “let’s say goodbye to this one” pile gets thrown out after they’re in bed.

Round 2 is going through the Undecided pile. I’ve noticed that decisions are easier and faster this second time through. Usually, they’ve let go of a few things during Round 1 and have noticed it hasn’t killed them. We’ve also referred to the Treasure box — and how full it’s getting — so they know not everything can be saved.

So, how does all this look in real life? The photo above shows us in action.

Clockwise, from left to right:

- Brown Paper Bag: Trash.

- Orange Archive Box: Treasure. Only a very small number of things make it to this box — this is the forever box and space is limited!

- Kids, 5 and 2. In the act of processing.

- Orange Plastic Box: The kids’ art “inbox”.

- Truck. It’s just helpful to have a large dump truck nearby. You never know.

- Pile of papers: Undecided. See how big that pile is? We’re early in Round 1 at this point. Even though it’s been weeks since the kids made this stuff, it’s hard for them to part with.

So, if I had to summarize my tips for successfully processing “stuff” with kids it’d be this:

- Define a process that works for your family. Yours may be different from mine, but I think it’s good to have a process so kids know where to put their art, where they can find it later, and so that they feel like they’re a part of deciding what to keep (vs. feeling like their stuff disappears mysteriously!). It also prevents the awkward, “Mom, why is my precious artwork in the garbage?!” discussion.

- Have lots of patience. Remember that their brains are processing differently from yours. Encourage them to talk through their thought process and try to help guide them when they get stuck. Ask lots of questions about how they feel about their art. Let them know it’s sometimes hard for you to get rid of stuff, too — or to make decisions.

- Try to make it fun. Seriously, when the Trash pile is literally a dump truck…throwing stuff out is way easier!

Meghan Wilker is a regular community contributor to GTD Times.  She’s also been featured in David Allen’s In Conversation series on GTD Connect, spotlighting some of the most fascinating people in our network of GTDers around the world.

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The purpose of having the granular next action on a list is to define what “doing” looks like and where it happens, so you can finish your thinking about what to do about the commitment (outcome, project, etc.)  That said, another reason for the granularity on the action lists is to subvert the procrastination that potentially shows up because of a pre-conscious insecurity about success.  As in, “I don’t want to step into something I don’t think I can control.”  If the enormity of the next action causes you to falter, then it’s advantageous to define a smaller, doable chunk.  For example, “draft plot ideas” instead of “draft great American novel.”

 For more on this topic, see this excellent article in The New Yorker that mentioned David’s book Getting Things Done, and the value of the GTD approach.

 - David Allen

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