Summary - Doing A GTD Weekly Review Via Twitter

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:

1. Hello everyone! Ready? We'll do this in 3 parts/11 steps
2. PART ONE: GET CLEAR. Collect loose paper and materials. Gather everything that's loose into an Inbox, Tray or folder.
3. You have 5 minutes for this step. Go...
4. You all have one more minute on step one: Collect loose papers and materials.
5. 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!
6. a good way to process in is 4D's: Delete it, Do it (under 2 mins), Delegate it, Defer it (onto a list)
7. 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.
8. STEP THREE - SOME MINDSWEEP TRIGGERS: Family, health, meetings you've had, meetings you're going to have...
9. SOME MORE MINDSWEEP TRIGGERS: Your direct reports, finances, 401k, the dog, your car, health appts you've been putting off...
10. 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!
11. 2 more minutes to review action lists--are they current? anything to mark done? anything trigger you to add?
12. PART TWO-STEP 5-Review previous calendar info. Any triggers?
13. Many times reviewing your old calendar (go back about 3 wks) catches things you meant to do. 3 more mins left
14. PART TWO-STEP 6-REVIEW UPCOMING CALENDAR DATA - anything you should start getting ready for? Go!
15. REVIEW UPCOMING CALENDAR TIP: if you find something you need to process, you can add to your mindsweep for now.
16. if you don't get anything on reviewing your calendar, try going further out. Recurring Tasks are great for calendar.
17. 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?
18. WAITING FOR TIP: Review your email Sent folder. Usually some waiting for's hiding in there.
19. PART TWO-STEP 8-REVIEW PROJECT LISTS. Projects are your outcomes that require more than one action step. Go!
20. PROJECT TIP: Projects are typically completed within 18 mos. If you can NEVER mark it done, it's likely an Area of Focus.
21. PROJECT TIP: Most people we coach have 30-100 current personal & professional projects. Don't be surprised!
22. PROJECT TIP: If you are not willing to take any next action on a current project, are you sure it's not Someday/Maybe?
23. PART 2-STEP 9 - REVIEW CHECKLISTS - birthday checklists? travel checklists? home mntce? Go!
24. CHECKLIST TIP: Maybe you want to CREATE a checklist? Anything recurring that would be good? What to always pack for vacation?
25. PART 3-GET CREATIVE!-STEP 10-REVIEW SOMEDAY/MAYBE: If you have one, update it. If you don't have one, create it!
26. SOMEDAY /MAYBE TIP: S/M is not just a "fantasy wish" list. It can be a fantastic place to stage "not yet" projects.
27. 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.
28. PART 3-STEP 11-BE CREATIVE & COURAGEOUS! Any new thought-provoking, creative, risk taking ideas to add to your system?
29. 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:

• Weekly Review CDs
• Weekly Review Summary Article 
• Weekly Review Guides

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.