The portable gtd mini system

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A system to manage tasks can be electronic, paper, or a combination or hybrid sytem. Over time I have come to lean more upon the electronic option, and Keep It Super Simple, relying mainly on various Google apps like Docs for lists and Keep for notes, projects and reminders.

In the past, I relied more on paper, and devised this GTD mini system that tucks into a leather index card holder, using mini-folders made from notecards. I printed monthly calendars from Calendarsquick.com that could go in the top slot of the index card holder, inside a cut down project folder for portection. These minimal elements were easy to carry around. Getting Things Done (or GTD for short) is a book by David Allen and a popular time management system, although I prefer different terminology.

The 4 mini-folders:

  1. Next steps/incoming (next actions)
  2. Projects
  3. Ideas (someday/maybe)
  4. Information

Inside these are lists printed out from my Google docs. (any list application would work for this) This is a great capture/collection tool, as well as providing the information I need for planning on the fly. It works well in tandem with the desk paper planner for the weekly review and lists on the computer.

For awhile, I used a Mead Pocket Planner, with folded free printable set of a weekly planning form plus five daily planning forms (pdf) tucked inside the front of the plastic cover, and folded goal info tucked inside the back of the plastic cover. Nine productivity information cards in one pdf file can be found here.

Please explore more Free Tools!

  • The leather index card holder is still handy, with blank index cards in the pocket, and my to-do list on the other side, inside a plastic project file.
Posted in productivity, videos

Hop to it!

Hop To It…That’s Brian Tracy’s advice in the book “Eat That Frog!”

EatThatFrog!

Tasks that have a positive impact are often those that align with your values, purpose, and vision. They may be the result of Purpose Planning. These tasks might come in two varieties: some are things you are eager to do (the gems), while others are so difficult that you dread doing them (the frogs). Gems may be tasks that you understand and that you have the skills for, and therefore are easier to do. While both types may be important, the “frogs” are much harder to force yourself to do. Tracy was inspired by the Mark Twain quote: “Eat a live frog first thing in the morning and nothing worse will happen to you the rest of the day.”

FROGS

Frogs may be so big that you don’t know where to begin. (hint: learn how to break large projects into smaller action steps.) They may be things you’ve never done before and don’t really know how. Some frogs may have less impact but still be urgently necessary to accomplish. You will need to employ strategies to combat procrastination and overcome resistance. Resolve to develop grit and adopt a growth mindset. Like real frogs that have PLUNKED into your pond, you may wish to avoid them, but they will keep hanging around until you do something about them. Frogs may be:

  • Painful
  • Large
  • Unknown and uncomfortable
  • Need skills you lack
  • Confusing
  • Keep hanging around
  • Extremely annoying
  • Difficult and desire to avoid

GEMS

Gems are a real PLEASURE. They may be tasks that you enjoy, understand, and that you have the skills for, and therefore are easier to do. It will take less energy and willpower to accomplish these.

  • Pleasurable
  • Like doing
  • Enjoyable
  • Actually understand
  • Satisfying
  • Use skills you possess
  • Relevance is obvious
  • Easier

Brian Tracy’s advice is to just jump in and start with those unpleasant frogs that must be done right off the bat and get it done. You will feel such a sense of relief once it is over with, and then you can use that mood boost to move on to more pleasant things. Remember: it only gets harder the longer you put it off. It is easiest to tackle the hardest things earlier in the day when we have the most energy and willpower to overcome the procrastination that becomes so attractive when we want to avoid doing something that we are anxious about tackling.

After the frogs have been eaten, you can proceed with the more pleasant gems…but don’t get distracted by the attractive butterflies that are enjoyable things that are not needed, (perhaps social media?) or annoying gnats that nobody likes or needs to do! (some meetings, emails, and phone calls.) This is sometimes also known as the worst first method.

While “Do the hardest task first” is often advocated as a good strategy for dealing with priorities, there are some drawbacks. Maybe just a few easy wins to get going would be okay? There is also the sandwich method: start with a high priority task you want to do, followed by one you don’t want to do. This has the advantage of making you look forward to beginning your day, rather than dreading it.

Here’s a short video to watch about it.

See also: Start Your Day at the Top and It’s All Downhill From There at timemanagementninja.com, Eat That Frog at Asian Efficiency, and Dreading Your Next To-Do? at success.com.

Check out the Overcome Procrastination and Get Motivated Board at Pinterest…but not until you’ve eaten that frog!

Posted in Books, productivity

Contexts

I want to highlight a comment by Andy of Naunce Labs that just might make me re-think my opinon of contexts. (darn it!) By the way, I’m very intrigued by what they are working on there and will be watching for what they come up with. Here’s what Andy had to say about contexts:

As a GTD freak maybe I can shine some extra light.

Contexts are important because they are an axis just like your time and your energy should be axes too. You may have access to a computer and a phone 24×7, but you’re not always talking, and you’re not always typing.

When you do want to make calls, it’s good to see what’s available within that specific context of telephony. You should also pay attention to how much time and energy it will require you to do an item while at that context.

If you have a lot of time but no energy that automatically scopes you into a certain flow. You’re not going to want to make two huge client calls, you’re going to want a series of low hanging fruit / easy wins.

It’s one of the more interesting things that isn’t written as much as David says at seminars but you need to be aware of the other things that make sorting, defining, and doing, those lists easier. That’s being more aware of your own state at the time of decision making.

A lot of applications/solutions forget this part and thus fall back into the ‘each list is either attracting or repelling you’, which most of us are probably being repelled by our solutions.

The idea of paying attention to amount of available energy as well as to the amount of available time is good to be reminded about. This was in the workflow chart I recently mentioned….sometimes I need to see/hear stuff several times before I get it!

See Also at Naunce Labs: The Basics of Getting Things Done

Additional Reading: Contexts at OrganizeIt

Posted in productivity

A paper planner tool for the weekly review

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My paper planner began gathering dust as I switched to an Android smartphone and tablet. I transformed it into a tool to use at my desk for the weekly review. This clarified the process for me and makes it more visual. I spiffed it up with custom tabs and slash pockets from Day Runner. My tabs are: Today’s Schedule, Projects, Goals, Follow-up, Ideas, and Notes.

Set Up Part One

Permanent printable information to consult on each process:

Set Up Part Two

Personal lists that change frequently:

  • To Do List (next actions)
  • Repeating tasks
  • Projects
  • Goals
  • Follow up
  • Mission statement
  • Ideas

I now use Google Task Taskary is my go-to app for my to-do list. (see Android Apps for Productivity) The other lists I keep in Google Drive, but sometimes forget to look at them. I like to print the frequently changing lists during the weekly review, and put them in the slash pockets. This makes them more visually accessible than a computer list and more visually attractive than a hand-written, scribbled up paper version. There are also adhesive plastic pockets (the kind for business cards or floppy disks) applied to the index tab dividers to hold information. My to-do list I print out and keep in a leather holder with blank index cards for notes on the other side. I add tasks via Google Tasks when I’m at the computer, or via the apps on my smartphone or tablet. To print the to-do list, the Gtasks app works best for sending myself an email. I then copy the list from email, paste it into a word processor and delete the repeating tasks that I don’t need. I also print a monthly Google Calendar for my desk with events, regularly scheduled meetings, and birthdays. This seems to work best when printed from the Chrome browser.

Weekly Review

Weekly Review

Review of Projects list on a yellow legal pad and to-do list in leather index card holder

Update: Four free printable planner inserts, and four more.

Another option is a Mead Pocket Planner with nine information cards in one pdf file, free printable set of a weekly planning form plus five daily planning forms (pdf), and folded goal info.

See also: The portable gtd mini system, Planning is Thinking, and Weekly Review

Posted in productivity

GTD made visual

At Zen Habits Massive GTD Resource List, I stumbled upon three great workflow charts that make my attempt at understanding what GTD looks like appear quite pitiful.

GTDvisual

Whoever is behind them has done a wonderful job of making GTD visual. See Workflow Charts saved at the GTD Pinterest board: Start with Collection, Processing & Organizing, then check out Daily Review and Actions and Weekly Review and Actions. Amazingly helpful.

Scott Moehring created another excellent GTD advanced workflow chart (initially discovered at DIYPlanner) The tips at the bottom are especially neat, don’t miss them.

The Concepts of GTD graphic (pdf) from Brevedy is another one to check out. An article at medium expands on this one.

Learn more about GTD essentials and GTD and me.

Posted in productivity

Discovery of the day

I discovered Exceptional Dental Practice via The Happiness Project. You might be thinking about now, “why would I be interested in a blog about dental practice?” And so I’ll tell you: great writing on topics that range from customer service to teamwork and communication. She jokes about how boring the name is, and that she should have called it something more like Oral Fixation! The Happiness Project has a wide variety of well-written information too.

Posted in Ideas That Work

Decision Making

woman sitting in front of macbook

Photo by energepic.com on Pexels.com

Quote: “96% of organizing is decision-making” from Deborah Kawshima.

Oh, my, goodness…no wonder I have trouble with this! So much to do, so little time – how to decide whether to take on a project? How to decide where to start? Managing time is about organizing activities. Problem solving is decision making and decision making is problem solving. Problems are projects.

“Everything on your desk that’s not moving is a failure to make a decision.” -John White.

Decision Making Simplified

  • Define the problem
  • Expert advice: ask
  • Compile information: research
  • Inspire ideas for possible solutions
  • Decide and plan
  • Execute the plan and evaluate success

Beware:

Things to consider:

  • Every decision involves risk. What’s the worst that could happen?
  • Determine the importance of factors that will affect the decision
  • Realize you may not be able to obtain all the facts
  • Listen to your gut feelings
  • Ask others for their opinions
  • Take a break to look for fresh perspectives
  • Try it out with the option of changing your mind
  • Decide to postpone a decision if there’s no time pressure
  • Take your time with big decisions
  • Learn from mistakes

Tools

Life With Confidence Quotes: “Every decision you make…is not a decision about what to do. It’s a decision about Who You Are.” -Neale Donald Walsch

Posted in productivity

Create results

Letting Go

Tonight I attended an event where mystery author Nancy Pickard spoke about writing. (If you enjoy mysteries, try one of her books for an enjoyable read.) One point that she made stuck out to me: the magic of creativity happens best when we let go…just let go of our outlines and plans and follow where our imagination leads us.

Slow Leadership has some thoughtful musings about How Useful is the Pareto Principle? Perhaps the 80/20 rule is more useful in hindsight review of what worked well (and what didn’t) than in predicting future results. Another article on “Hamburger Management” Revealed discusses how doing everything as quickly and cheaply as possible leads to less than stellar results. Focus resources on top priorities to create spectacular results.

Posted in productivity

Discovery of the day

Two powerful productivity posts from Scott Ginsburg, the Nametag Guy: What’s in Your Wallet? and Daily Appointments with Yourself.

Posted in productivity

What does GTD look like?

Part of my difficulty with David Allen’s Getting Things Done system has been understanding where to place different actions within the system: on which list does this item go?

  • Date sensitive – Calendar
  • More than one step – Project list
  • An action step for a project – Next action list
  • An idea – Someday/Maybe list
  • Pending – Waiting for list

This is how I imagine GTD looks:

GTDvisual

See also GTD made visual, GTD and me, GTD mini-system, Paper Planner Tool for Weekly Review, and GTD Essentials

Posted in productivity
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