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GTD Review

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Get to Zero

Collect Loose Papers and Materials
Gather all accumulated materials into your in-basket.
Empty Your Head
Put in writing and process any uncaptured new projects, action items, waiting-fors, someday-maybes, etc.
Get “IN” to zero
Process completely all outstanding paper materials, journal and meeting notes, voicemails, dictation, and emails. Review and clean up the hPDA.

Weekly Review

Review the Tickler File
Look at all of the folders/pages from the past week, making sure that everything was done.
Re-Tickle anything that didn’t get done, if appropriate.
Jot down any ideas that occur to you while reviewing and put them in the In-Box.
Calendar Review
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.
Project Review
Evaluate status of projects, goals and outcomes, one by one, ensuring at least one current action item on each.
Browse through project plans, support material & any other work-in-progress material to trigger new actions, completions, waiting-fors, etc.
close and archive any completed Projects
update current and forthcoming Projects on the Project List
check the status of Next Actions that are in @Waiting For, and tickle or calendar a contact action for the person responsible for getting back to me. (Do not actually email them now, the purpose of this exercise is review, not do)
Next Action Review
Clean up the @Next Action list with the focus on “is the action/project still worthwhile” and “what is being waited on“. This is the third time the @Next Action list has been looked over by now, so any Next Actions remaining should be valid.
Review the Someday/Maybe list
Review for any projects which may now have become active, and transfer to “Projects.”
Delete items no longer of interest.
Review Waiting-For List
Record appropriate actions for any needed follow-up.
Check off received ones.
Review Support Files
Scan through these files and archives for inspiration.
Brainstorm Creative Ideas
What would your current projects look like from beyond the completion date? Envision wild success, what is the best possible result? Capture the features, concepts, and possibilities that you imagine as a result of this success.

Monthly Review

Review Someday/Maybe list
Are your Roles/Current Responsibilities in line to achieve these far-off goals? Can any of them be moved in the category of @1-2 Year Goals or @3-5 Year Vision? It is important to keep an eye on your long-term goals, so that they do not stay in the category of “long-term goals”.
Review Roles/Current Responsibilities
The concept of Roles is from Steven Covey’s “7 Habits of Highly Effective People“, and these roles should be reviewed monthly, checking your progress on the goals that you have set. If there is a disconnect between these roles and your long-range plans, now is the time to fix it.
Review 1-2 Year Goals
Is the Goal still worthwhile? This is an important question to ask yourself, as conditions may have changed or you may wish to increase (or decrease) the importance of certain aspects of your life. Is it appropriate to move any of these goals into @Next Actions or @Projects?

Quarterly Review

Review 3-5 Year Goals
Is it still worthwhile? Always a good question for clarifying intentions. Can any of these get moved up into a new category such as @Next Actions, @Projects, or @1-2 Year Goals? Brainstorm one thing that can get done this Quarter to advance one or more of these goals.
Review Career Goals
Are you where you want to be? Where do you want to go? What Next Action can be undertaken this Quarter to advance your career goals? Use the Tickler File to help track your progress.
Review Purpose
Are your Principles still in line? Brainstorming will help most here.
Review Lifestyle
Once again, are your choices still valid? In line with Values and Principles? Are your Roles and Current Responsibilities in harmony with the Lifestyle you have? With the Lifestyle that you want? What are two positive changes that you can make to improve your lifestyle this Quarter
GTD

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This page was last modified on 8 November 2008, at 20:12.
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