I wasn't able to attend this event but I thought it was important to capture and share.
Kelly Forrister at the David Allen Company recently did an innovative event on Twitter (#GTD #Tweekly). It was an interactive Getting Things Done Weekly Review. Here is the sequence via 29 tweets that she posted:
- Hello everyone! Ready? We'll do this in 3 parts/11 steps
- PART ONE: GET CLEAR. Collect loose paper and materials. Gather everything that's loose into an Inbox, Tray or folder.
- You have 5 minutes for this step. Go...
- You all have one more minute on step one: Collect loose papers and materials.
- PART ONE-STEP TWO-GET CLEAR: Get In to Zero. Choose the inbox that can good progress on in 5 min--email? paper? VM? Go!
- a good way to process in is 4D's: Delete it, Do it (under 2 mins), Delegate it, Defer it (onto a list)
- PART ONE-STEP THREE-GET CLEAR: Empty your head. Open a Word doc, or grab and pad and clear your head for 5 minutes. Go.
- STEP THREE - SOME MINDSWEEP TRIGGERS: Family, health, meetings you've had, meetings you're going to have...
- SOME MORE MINDSWEEP TRIGGERS: Your direct reports, finances, 401k, the dog, your car, health appts you've been putting off...
- PART TWO, STEP FOUR-GET CURRENT: Review your Action lists (or maybe you call them Tasks or To Do's.)5 minutes start now. Go!
- 2 more minutes to review action lists--are they current? anything to mark done? anything trigger you to add?
- PART TWO-STEP 5-Review previous calendar info. Any triggers?
- Many times reviewing your old calendar (go back about 3 wks) catches things you meant to do. 3 more mins left
- PART TWO-STEP 6-REVIEW UPCOMING CALENDAR DATA - anything you should start getting ready for? Go!
- REVIEW UPCOMING CALENDAR TIP: if you find something you need to process, you can add to your mindsweep for now.
- if you don't get anything on reviewing your calendar, try going further out. Recurring Tasks are great for calendar.
- PART TWO-STEP 7-REVIEW WAITING FOR - if you've got a list review it. If you don't have one, what are you waiting on?
- WAITING FOR TIP: Review your email Sent folder. Usually some waiting for's hiding in there.
- PART TWO-STEP 8-REVIEW PROJECT LISTS. Projects are your outcomes that require more than one action step. Go!
- PROJECT TIP: Projects are typically completed within 18 mos. If you can NEVER mark it done, it's likely an Area of Focus.
- PROJECT TIP: Most people we coach have 30-100 current personal & professional projects. Don't be surprised!
- PROJECT TIP: If you are not willing to take any next action on a current project, are you sure it's not Someday/Maybe?
- PART 2-STEP 9 - REVIEW CHECKLISTS - birthday checklists? travel checklists? home mntce? Go!
- CHECKLIST TIP: Maybe you want to CREATE a checklist? Anything recurring that would be good? What to always pack for vacation?
- PART 3-GET CREATIVE!-STEP 10-REVIEW SOMEDAY/MAYBE: If you have one, update it. If you don't have one, create it!
- SOMEDAY /MAYBE TIP: S/M is not just a "fantasy wish" list. It can be a fantastic place to stage "not yet" projects.
- SOMEDAY TIP: You'll trust S/M list(s) more if you know you're actually going to review them again. Otherwise they'll die.
- PART 3-STEP 11-BE CREATIVE & COURAGEOUS! Any new thought-provoking, creative, risk taking ideas to add to your system?
- CREATIVE & COURAGEOUS TIP: What's REALLY got your attention in your job, family, environment? This is the last step!
It is my understanding from the GTD Virtual Study Group which did a quick review at the very beginning of their latest podcast is that the timing for this weekly review was limited to 1 hour with all the major items (11 steps) taking approximately 5 minutes each. The big take away from many of the participants was that they were amazed at what they accomplished in 1 hour.
Other recommended resources during the Twitter session were:
I've listened to the Weekly Review CDs and I personally recommend them. The guides are excellent also, and I use them when I need references during GTD processing.