Posts Tagged ‘GTD’

Task Management Idea

Wednesday, January 12th, 2011

Shame on me! I realized it’s been months since I posted on time or task management. Sounds like I need a better system, doesn’t it?

Well, as it happens, I am trying a slightly new task management system this year, and I thought I’d share.

I’m basically working three jobs this year: 1 to 1 Discovery, writing/publishing and volunteering for Homeward Deployed. It would be easy for me to spend my time disproportionately, and all of them are important. My coach challenged me to come up with a way to keep track of all them, and I can’t stand not responding to one of her challenges.

So I started this system last week, and so far it’s working well.

Each morning I spend a few minutes looking over my day. I’m still using Pocket Informant as my calendar and task management app. I see how much time I have devoted to meetings and how much time I have left over for other things.

Then I look at the tasks I (sometimes optimistically) have due that day. I prioritize them, and reschedule ones that don’t make the cut that day.

My final check is that I’m representing at least two of my “jobs” each day. If I can fit in all three of them, great, but some days that’s just not realistic.

Planning done, I go about my day, keeping track of which tasks I’ve accomplished.

At the end of the day, I’ve scheduled another few minutes. That’s when I go back and look at what I did. I created a template for an “All Day Event” where I can track what I did for my three areas of focus. I write down exactly what I did to advance the three big goals I’m working toward right now. Mostly, it’s just cutting and pasting completed Tasks, but it’s a way to hold myself accountable.

For you visual people, here’s what that daily event looks like.

As you can see, I did pretty well on the writing goal that day!

On Friday, I go back and look at each of those events and make certain each goal was advanced.

On Monday, I add another extra step. I look at all my Projects (ala Getting Things Done) and make sure I have a task assigned to each of them.

It doesn’t take much time. The daily planning and reflection takes less than 15 minutes. The recap and planning on Friday and Monday take about 30-45 minutes total. But spending those couple of hours each week is making me more productive by ensuring I’m working on exactly what needs to be done.

Getting Things Done Update

Wednesday, June 2nd, 2010

I’ve blogged a few times on David Allen’s excellent Getting Things Done system. Recently I’ve made a few tweaks and had some successes, and I thought I’d share. Hopefully it will be a help for those of you having challenges with getting and staying organized.

Call me slow, but it took me a while to really get my head around getting my email Inbox to zero each day. I had a really bad habit of leaving actionable emails in my Inbox until I took action. Guess what? Since they didn’t hit my task management system, they never got done. Duh!

Now, at least once a day, I clear my entire Inbox. If an email needs to be filed, I file it (or send it to Evernote). If it’s something that needs to be acted on, I capture it in Action Lists, my iPhone GTD management system.

It’s nice to end my day with a clean Inbox. And things aren’t sitting, waiting for me to get to them. If you aren’t capturing emails in your task management system now, I highly recommend you start.

Now for the shameful admission. Yes, I sometimes fall off the GTD wagon. About six weeks ago, I was really off the wagon. And I wasn’t getting much done. I was making meetings, and my blog was getting updated, but lots of other things, including writing projects, just never seemed to get off the back burner.

A couple of weeks before my writing retreat, I decided enough was enough. I need to walk the talk I use with my clients, so I committed to touching Action Lists every day.

Guess what happened? Yep, I became a lot more productive and was getting more done in the same number of hours. Long-abandoned writing projects are advancing! Hmm. Work the same amount of time. Get more done. Kind of cool.

How do I stay on the wagon? Getting my emails in Action Lists was part of it. The other was tweaking how I use the GTD system. I like a daily to-do list. GTD advises against it, but it works for me. And not having it wasn’t. So every morning, I open Action Lists and see what’s in my Today screen (confusingly named Inbox-not to be confused with my email Inbox). Then I check my calendar and see how much time I have for tasks. Finally I go to my context or project lists and add things to my Inbox. At the end of the day, I make sure my Inbox is clear. If I couldn’t get to everything, I move tasks to another day.

I do check my projects throughout the day, just to be sure I’m not overlooking something. So I’m using a variant of the system, but as I tell people, it’s better to use a less-efficient system that you will use than the perfect system that is ignored. Maybe one day, I’ll be able to use it the “right” way. Until then, I’ll settle for being productive my own way.

One more “secret” to getting things done. I disconnect from phone, text, Twitter and email for at least an hour a day to give me time to really focus on certain creative tasks.

Check off “write tomorrow’s blog post.” Six more things on my list for today. :)

Anyone else have good tips to share for staying productive?

GTD on the Go

Friday, October 9th, 2009

I wrote about GTD yesterday as a way to manage overwhelm. Not surprisingly, several of my clients regularly experience overwhelm, and I have worked with them on implementing the process. A common question arises. “How do I do this on the go?”

One of Allen’s principles is that you need to have your system with you at all times. If you think of something, you need to be able to write it down. Can you use scrap paper? Sure, but then you have to remember to copy it later.

A smart phone is a great place to keep your system. For those who haven’t read the book, you need two things: a calendar and a project/action list. I started GTD on my Blackberry using the calendar program and Memopad. I had all my action items and project lists in Memopad. And my dated items in Calendar.

Now I use my iPhone and a program called Action Lists It’s designed to easily implement GTD on the iPhone, and they update it frequently with improvements.

But you don’t need a fancy program to keep your action items with you all the time. A small notebook will work for you paper and pencil folks. Any phone that has a Memo program will work. The important part is consistency. Capturing everything on the go will keep you focused and on track, allowing you to be more effective in the same amount of time.

If you haven’t yet read the book, do so. It’s well worth the time.

Anyone have any GTD on the go stories to share?

Managing Overwhelm

Thursday, October 8th, 2009

I realized it had been a while since I have posted on Getting Things Done, the excellent book on time management by David Allen.

Last week, I was feeling overwhelmed by everything I was trying to get done, meetings I had to attend, clients to coach and presentations to make.

One of Allen’s main points is that you have to capture everything you need to do: business and personal, tasks and appointments. Anything you haven’t yet captured will take just a little bit of your mental and emotional energy. Multiply that by the number of things you haven’t captured, and you have a real drag on your energy and creativity. And that’s exactly what had happened to me.

I sat down and started capturing everything in my head that hadn’t yet made it into my personal GTD system (by the way, Action Lists for iPhone). It didn’t take long, no more than 10-15 minutes. I organized them into next actions and projects. As soon as I was done, I felt lighter! I was able to get on with the rest of my day feeling I had everything back under control.

Try it the next time you are feeling overwhelmed by life and work. And don’t forget to share your stories.

Review: Getting Things Done

Tuesday, August 18th, 2009

I’ve been recommending a fantastic book to many of my clients, and the response from them has been overwhelmingly good. The book is Getting Things Done by David Allen. Mr. Allen takes a different approach to time management and organization than many other authors, and I think most of his ideas are relevant to networkers.

One of the most interesting is that he suggests getting rid of priorities and To-Do lists. I had a hard time with both of those when I read the book. I lived and died by my To-Do list, and I wasn’t willing to give it up without a fight. But when I finally got his point, I gave it up. He suggests that we look at everything in our life and work as “next actions.” That concept, which seemed so simple, was almost revolutionary.

Look at a typical task: “Buy stuff for networking event.” Seems simple, right? Actually, that task can be broken down into a series of next actions:

  1. Determine attendance
  2. Decide on food for event
  3. Pack projector and computer
  4. Buy food

And so on. The point he makes is that if you leave a task too broad, you will tend to avoid it because it seems to hard to get your head around. Breaking it down into a series of discrete next actions makes it easier to actually take action and get an item off the list.

Another point he makes is to combine “work” and “personal” actions. That flies in the face of the advice of many time management gurus. But again, I see his point. His goal is to have his readers put in place a system where they are doing the right thing, in the right place. For example, if you need to go to Staples for work supplies, and your system includes both work and personal, you’ll also remember to pick up poster board for your son’s school project. If you maintained separate lists, the odds are good that you’d end up making two trips.

Go buy the book. It’s worth it. I’ve always thought of myself as organized, and I got so much out of this book that I completely reworked my systems. And I am getting a lot more stuff done.

In future posts, I’ll share some ideas for implementing the GTD system on the go and how it can fit in with an overall networking strategy.