I’m in the process of evaluating my GTD weekly review process, as I feel like I’ve entered into the trap of executing the checklist without concern whether I am doing so productively. Following is the current checklist I am using:
Collect Loose Papers and Materials
Gather all accumulated business cards, receipts, and miscellaneous paper-based materials into your in-basket.
- Physical Inbox
- Wallet
- Backpack/Briefcase
- Various Moleskine Journals
- Postal Mail
Get “IN” to zero
Process completely all outstanding paper materials, journal and meeting notes, voicemails, dictation, and emails.
- Process Physical Inbox
- Process OmniFocus Inbox
- Process Email
- Process Missed Calls, Text Messages and/or Voice Mail
- Process Voice Recordings
- Process Data from Note Applications
- Process Imported Photos
- Process Computer Desktop and Downloads Folder
- Process External Project Management Software
- Process Journal
- Process Time Log
- Process Book Annotations
Empty Your Head
Put in writing and process any uncaptured new projects, action items, waiting-for’s, someday-maybe’s, etc.
- Add them to the OmniFocus Inbox and don’t worry about processing them yet.
Review Previous and Upcoming Calendar Data
- Review past calendar in detail for remaining action items, reference data, etc., and transfer into the active system.
- Review upcoming calendar events – long and short term. Capture actions triggered.
Review Lists
- Evaluate status of projects, goals and outcomes, one by one, ensuring at least one current action item on each.
- Make sure each next action is really a next action and write it as if I were delegating it to someone.
- Browse through project plans, support material & any other work-in-progress material to trigger new actions, completions, waiting-for’s, etc.
- Review for any projects which may now have become active, and transfer to “Projects.” Delete items no longer
- Assign time to any critical projects on the Calendar
Review Any Relevant Checklists
Use as a trigger for any new actions.
Be Creative & Courageous
Any new, wonderful, hare-brained, creative, thought-provoking, risk-taking ideas to add into your system???
What does your checklist look like?
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