Kelly Forrister, who goes by the name GTDCoachKelly on twitter recently ran a GTD Tweekly review on twitter. I found it enourmously valuable, and we're in the middle of building support for weekly reviews into Runway, so I wanted to record the transcript of the session somewhere that I could reference it for myself again.
Here's how it went.
#Tweekly #GTD Hello everyone! Ready? We'll do this in 3 parts/11 steps
#Tweekly #GTD PART ONE: GET CLEAR. Collect loose paper and materials. Gather everything that's loose into an Inbox, Tray or folder.
#Tweekly #GTD You have 5 minutes for this step. Go...
#Tweekly #GTD You all have one more minute on step one: Collect loose papers and materials.
#Tweekly #GTD 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!
#Tweekly #GTD - a good way to process in is 4D's: Delete it, Do it (under 2 mins), Delegate it, Defer it (onto a list)
#Tweekly #GTD 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.
#Tweekly #GTD - STEP THREE - SOME MINDSWEEP TRIGGERS: Family, health, meetings you've had, meetings you're going to have...
#Tweekly #GTD SOME MORE MINDSWEEP TRIGGERS: Your direct reports, finances, 401k, the dog, your car, health appts you've been putting off...
#Tweekly #GTD 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!
#Tweekly #GTD (10:25am) 2 more minutes to review action lists--are they current? anything to mark done? anything trigger you to add?
#Tweekly #GTD (10:28am) PART TWO-STEP 5-Review previous calendar info. Any triggers?
#Tweekly #GTD Many times reviewing your old calendar (go back about 3 wks) catches things you meant to do. 3 more mins left (10:30am)
#Tweekly #GTD PART TWO-STEP 6-REVIEW UPCOMING CALENDAR DATA - anything you should start getting ready for? (10:35am) Go!
#Tweekly #GTD REVIEW UPCOMING CALENDAR TIP: if you find something you need to process, you can add to your mindsweep for now.
#Tweekly #GTD if you don't get anything on reviewing your calendar, try going further out. Recurring Tasks are great for calendar. 10:40am
#Tweekly #GTD 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? 10:41am
#Tweekly #GTD WAITING FOR TIP: Review your email Sent folder. Usually some waiting for's hiding in there. 10:43am
#Tweekly #GTD - PART TWO-STEP 8-REVIEW PROJECT LISTS. Projects are your outcomes that require more than one action step. 10:47am Go!
#Tweekly #GTD PROJECT TIP: Projects are typically completed within 18 mos. If you can NEVER mark it done, it's likely an Area of Focus.
#Tweekly #GTD PROJECT TIP: Most people we coach have 30-100 current personal & professional projects. Don't be surprised! 10:51am.
#Tweekly #GTD PROJECT TIP: If you are not willing to take any next action on a current project, are you sure it's not Someday/Maybe?
#Tweekly #GTD PART 2-STEP 9 - REVIEW CHECKLISTS - birthday checklists? travel checklists? home mntce? 10:55am Go!
#Tweekly #GTD CHECKLIST TIP: Maybe you want to CREATE a checklist? Anything recurring that would be good? What to always pack for vacation?
#Tweekly #GTD PART 3-GET CREATIVE!-STEP 10-REVIEW SOMEDAY/MAYBE: If you have one, update it. If you don't have one, create it! 11:00am
#Tweekly #GTD SOMEDAY /MAYBE TIP: S/M is not just a "fantasy wish" list. It can be a fantastic place to stage "not yet" projects. 11:02am
#Tweekly #GTD 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.
#Tweekly #GTD PART 3-STEP 11-BE CREATIVE & COURAGEOUS! Any new thought-provoking, creative, risk taking ideas to add to your system? 11:07a
#Tweekly #GTD CREATIVE & COURAGEOUS TIP: What's REALLY got your attention in your job, family, environment? This is the last step! 11:09am
#Tweekly #GTD Thanks everyone. Hope you got value! Please post comments here: http://bit.ly/VZbP5 Let me know if you want me to do again.
Thanks for a great review Kelly, I really enjoyed it.