David Allen - GettingThings Done. The Art of Stress-Free Productivity

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David Allen has been called one of the world's most influential thinkers on productivity and has been a keynote speaker and facilitator for such organizations as New York Life, the World Bank, the Ford Foundation, L.L. Bean, and the U.S. Navy, and he conducts workshops for individuals and organizations across the country. He is the president of The David Allen Company and has more than twenty years experience as a management consultant and executive coach. His work has been featured in
the
and many other publications.
has been published in twelve foreign countries. David Allen lives in Ojai, California.

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What Is the Weekly Review?

Very simply, the Weekly Review is whatever you need to do to get your head empty again. It's going through the five phases of workflow management—collecting, processing, organizing, and reviewing all your outstanding involvements—until you can honestly say, "I absolutely know right now everything I'm not doing but could be doing if I decided to."

From a nitty-gritty, practical standpoint, here is the drill that can get you there:

Loose Papers Pull out all miscellaneous scraps of paper, business cards, receipts, and so on that have crept into the crevices of your desk, clothing, and accessories. Put it all into your in-basket for processing.

Process Your Notes Review any journal entries, meeting notes, or miscellaneous notes scribbled on notebook paper. List action items, projects, waiting-fors, calendar events, and someday/ maybes, as appropriate. File any reference notes and materials. Stage your "Read/Renew" material. Be ruthless with yourself, processing all notes and thoughts relative to interactions, projects, new initiatives, and input that have come your way since your last download, and purging those not needed.

Previous Calendar Data Review past calendar dates in detail for remaining action items, reference information, and so on, and transfer that data into the active system. Be able to archive your last week's calendar with nothing left uncaptured.

Upcoming Calendar Look at future calendar events (long-and short-term). Capture actions about arrangements and preparations for any upcoming events.

Empty Your Head Put in writing (in appropriate categories) any new projects, action items, waiting-fors, someday/maybes, and so forth that you haven't yet captured.

Review "Projects" (and Larger Outcome) Lists Evaluate the status of projects, goals, and outcomes one by one, ensuring that at least one current kick-start action for each is in your system.

Review "Next Actions"Lists Mark off completed actions. Review for reminders of further action steps to capture.

Review "Waiting For" List Record appropriate actions for any needed follow-up. Check off received items.

Review Any Relevant Checklists Is there anything you haven't done that you need to do?

Review "Someday/Maybe" List Check for any projects that may have become active and transfer them to "Projects." Delete items no longer of interest.

Review "Pending" and Support Files Browse through all work-in-progress support material to trigger new actions, completions, and waiting-fors.

Be Creative and Courageous Are there any new, wonderful, hare-brained, creative, thought-provoking, risk-taking ideas you can add to your system?

This review process is common sense, but few of us do it as well as we could, and that means as regularly as we should to keep a clear mind and a sense of relaxed control.

"Point of view" is that quintessential!)? human solution to information overload, an intuitive process of reducing things to an essential relevant and manageable minimum. . . . In a world of hyper abundant content, point of view will become the scarcest of resources.

— Paul

The Right Time and Place for the Review

The Weekly Review is so critical that it behooves you to establish good habits, environments, and tools to support it. Once your comfort zone has been established for the kind of relaxed control that Getting Tilings Done is all about, you won't have to worry too much about making yourself do your review—you'll have to to get back to your personal standards again.

Until then, do whatever you need to, once a week, to trick yourself into backing away from the daily grind for a couple of hours—not to zone out, but to rise up at least to "10,000 feet" and catch up.

If you have the luxury of an office or work space that can be somewhat isolated from the people and interactions of the day, and if you have anything resembling a typical Monday-to-Friday workweek, I recommend that you block out two hours early every Friday afternoon for the review. Three factors make this an ideal time:

• The events of the week are likely to be still fresh enough for you to be able to do a complete postmortem ("Oh, yeah, I need to make sure I get back to her about...").

• When you (invariably) uncover actions that require reaching people at work, you'll still have time to do that before they leave for the weekend.

• It's great to clear your psychic decks so you can go into the weekend ready for refreshment and recreation, with nothing on your mind.

You may be the kind of person, however, who doesn't have normal weekends. I, for example, often have as much to do on Saturday and Sunday as on Wednesday. But I do have the luxury(?) of frequent long plane trips, which provide an ideal opportunity for me to catch up. A good friend and client of mine, an executive in the world's largest aerospace company, has his own Sunday-night ritual of relaxing in his home office and processing the hundreds of notes he's generated during his week of back-to-back meetings.

Whatever your life-style, you need a weekly regrouping ritual. You likely have something like this (or close to it) already. If so, leverage the habit by adding into it a higher-altitude review process.

The people who find it hardest to make time for this review are those who have constantly on-demand work and home environments, with zero built-in time or space for regrouping. The most stressed professionals I have met are the ones who have to be mission-critically reactive at work (e.g., high-level equities traders and chiefs of staff) and then go home to a couple of under-ten-year-old children and a spouse who also works. The more fortunate of them have a one-hour train commute.

If you recognize yourself in that picture, your greatest challenge will be to build in a consistent process of regrouping, when your world is not directly in your face. You'll need to either accept the requirement of an after-hours time at your desk on a Friday night or establish a relaxed but at-work kind of location and time at home.

Executive Operational Review Time I've coached many executives to block out two hours on their calendars on Fridays. For them the biggest problem is how to balance quality thinking and catch-up time with the urgent demands of mission-critical inter-actions. This is a tough call. The most senior and savvy of them, however, know the value of sacrificing the seemingly urgent for the truly important, and they create their islands of time for some version of this process.

Your best thoughts about work won't happen while you're at work.

Even the executives who have integrated a consistent reflective time for their work, though, often seem to give short shrift to the more mundane review and catch-up process at the "10,000-foot" level. Between wall-to-wall meetings and ambling around your koi pond with a chardonnay at sunset, there's got to be a slightly elevated level of reflection and regrouping required for operational control and focus. If you think you have all your open loops fully identified, clarified, assessed, and actionalized, you're probably kidding yourself.

Thinking is the very essence of and the most difficult thing to do in, business and in life. Empire builders spend hour-after-hour on mental work. . . while others party. If you're not consciously aware of putting forth the effort to exert self-guided integrated thinking . . . then you're giving in to laziness and no longer control your life.

—David Kekich

The"Bigger Picture" Reviews

Yes, at some point you must clarify the larger out-comes, the long-term goals, the visions and principles that ultimately drive and test your decisions.

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