My GTD Weekly Review Dashboard

There was a recent tweet on Twitter #GTD from Emily Wilska (@OrganizedLifeSF) asking for a "status report" template that one might fill out after completing a David Allen GTD Weekly Review. 

While I don't have a status report template, I do have a personal Weekly Review dashboard hosted up on Google Docs.

Here is a link to my GTD Weekly Review Dashboard Google Doc spreadsheet that I created. I also did an Excel export from Google Docs which you can find here GTD Weekly Review Dashboard Excel (.xls). [NOTE: Conditional coloring of fields & fonts may not transfer over depending on what application you are using to read the Excel file.]

The basic idea is to track when you do the individual items of a review by placing the date in "Last Completed" column. The spreadsheet will then make a calculation based on today's date, and give you a GREEN, YELLOW, or RED status.  Most of the items are on a weekly (7 day) schedule, but some of them are on a monthly (30 day) schedule.  Here are some links for more information on how to implement conditional coloring of fields for Excel, Numbers, and Google Docs.  Feel free to customize to your own needs.

I started using this dashboard last summer when things were really getting out of hand at work.  I was finding my timing for reviewing Weekly Review items to be sporadic with some items being reviewed several times a day to some slipping a couple of weeks or even a month between reviews.  To keep sane, I adopted this dashboard for Weekly reviews (which I look at everyday) and also David Allen's My World Mindmap (which will be a post for another day). 

The key for me is knowing what I am doing and not doing, otherwise I turn into a crazy maker.

Comments

[harry]

Steve, that's a nice way to get organized about reviews.

I used to do things like this with spreedsheet, but finally got tired of it and created a web app for it.

You may want to check out http://www.GoalsOnTrack.com, a very nicely built web app designed for tracking goals and todo lists, and supports time tracking too. It's clear, focused, easy to navigate, worth a try.

[Steve Holden]

Thanks for the comment ... I'll checkout the site you recommended.