Weekly Review

Confidence with your choices

Question: Do you review your lists/@folders everyday in the AM, decide what you are going to do, and then leave them or constantly flip through them?  I only ask because it’s 11 separate pages of lists (calls, computer, at home office, etc.)  Is the weekly review when you update with checking things off as you go during the week?

David Allen: You need to review everything on your list as often as you need to, to feel comfortable about whatever you’re doing, and that you’re not missing something that you should be doing instead. As you start doing regularly weekly reviews, it shouldn’t take but a quick glance to know what you’re not doing. I’ve met some people who look thru their digital lists and make a 3×5 card hand-written list of the hottest items, and work from that during the day! Do whatever you need to do, to get to confidence about your choices.

Have you done a Weekly Review lately?

Residue seems to have the habit of spontaneously showing up, but never going away, by itself. You have to work at keeping things streamlined and current. The mere passage of time can make meaningful things irrelevant. The Weekly Review is psychic spring cleaning.  – David Allen

GTD Nuggets – If you look at your calendar…

If you look at your calendar in detail over the next two weeks, I bet you will think of at least one, if not several, “Oh, that reminds me, I need to’s.”

 - David Allen

Take a poll about the GTD Weekly Review

A common question we’re asked is, “What’s the best day to do a GTD Weekly Review?”  Friday is certainly the most common day, but truly, whatever day works for you to get clear, current and creative is the best day!

What’s your favorite day to do your Weekly Review? Take a quick poll:

Don’t be a stranger to your lists

One of the things that helps me stay current with my GTD system and not have the Weekly Review feel like a major renovation, is that I review my Next Actions lists whenever I feel like it and as often as I can.  Whenever I coach people who have slipped out of regular reviews (call it daily quick scans and weekly thorough reviews) I see them start to triage all of the “important stuff” onto their Calendar, which they know they will look at.  Then the calendar becomes an fuzzy merge of the stuff that really belongs on the calendar (time-specific and day-specific) with the “stuff-I-put-on-the-calendar-so-it-doesn’t-get-lost-on-a-list.” Inevitably, they find themselves carrying things over from day to day just to keep it alive.

Do you need to review every list every day? Of course not. But use those weird windows of time that show up in your day to pop over to a list for a little visit. You might start to find it’s like meeting up with a good friend who is happy to see you.

More about Kelly

It’s All Work

A Community Contribution from Erik Hanberg

For me, one of the easiest and yet most difficult concepts of David Allen’s Getting Things Done was thinking of everything as work.

After all, who wants to work all the time? But I quickly learned there was strength in the idea.

As I was implementing GTD for the first time, I understood the concept as a way to make sure that I didn’t lose track of the fun things in life. [Read more →]

Organizing your projects list

Dear David Allen: What do you recommend to organize the Projects list in order to quickly find a particular project?

David: If you’re using a software application for managing lists, and if it can sort the list alphabetically, then get in the habit of writing the key word about the project first, so you can scan down the alpha listing. E.g. “Finalize vacation” becomes “Vacation – finalize.” That’s what I discovered works best for me. The other question might be: Why do you need to “find the project”? What are you looking for? If you’re doing a thorough weekly review every week, you probably don’t need to refer to the project on a list that often. If you need to refer to your notes and plans about a project, they should simply be accessible in your reference or project support areas by file or folder; and you just refer to those as you need. Another option is to create some sub-categories of projects that you feel you need to review frequently. Nothing wrong with that.

David’s coaching advice on tracking actions with due dates

Question: Where do I put deferred tasks that are due, for example, in three days?   If I’m processing my Inbox on Monday,  and I know the next step to completion is a two hour task, “at Computer” that is due on Thursday, do I make a decision to do it at a specific time, and put it on my calendar? Or do I put it on the @Computer list? Or Something else?

David Allen: In your environment [Editor: David has coached at this fast-paced Fortune 100 company], if you have something that requires two hours of time, and HAS to be done within the next couple of days, I would schedule that two-hour block for yourself and hold yourself to keep your appointment with yourself. That way it gets off your mind the rest of the time. Not a bad idea to do that for ANY action that requires more than an hour of uninterrupted time, in your interrupt-driven kind of world, if it really has to get done within the next week or so. [Read more →]

David Allen on linking projects and related pieces together

Countless questions have been e-mailed to me asking for the best ways and tools to organize project thinking, or how to relate project pieces to each other and to all the other projects and their pieces.   Ninety-nine percent of the time, my answer is: “Do the Weekly Review. If you do, it all works. If you don’t, nothing will work. – David Allen

How I learned to be my own assistant and love the GTD Weekly Review

A Community Contribution from Carolyn J. Sullivan about her experience with the GTD Weekly Review. We would love to hear your experience with the Weekly Review in the comments.

I’ve been using GTD principles since I was first introduced to them in 1994-95. I was part of a consulting group at Polaroid responsible for supporting cross-functional new product development teams in the areas of effectiveness, organizational learning, and functional expertise. After some research, a colleague found the Time/Design system, and before long we had arranged for David Allen to come in and deliver what was then called the “MAP Seminar.” I don’t exaggerate when I say it changed my life, and I have applied the questions “What’s the desired outcome?” and “What’s the next action?” to every conceivable personal and professional issue since.

The thing that astounds me most about GTD is the fact that, 25 years later, I discover nuances and have epiphanies on a regular basis – this is truly an organic approach that grows with the user. My latest epiphany came a few weeks ago and concerns the dreaded Weekly Review. I thought: “If I feel stress in any given week, it’s because I’m trying to think about several ‘big pictures’ while simultaneously reigning in the chaos that threatens to run away with my sanity!” [Read more →]