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* Get Clear [0/3]
- [ ] Collect Loose Papers and Materials: Pull out all miscellaneous
pieces of paper, business cards, receipts, and so on that have crept
into the crevices of your desk, clothing, and accessories. Put it
all in your in-tray for processing.
- [ ] Get “IN” to Zero: Review any meeting notes and miscellaneous
scribbles on notepaper or in your mobile devices. Decide and list
any action items, projects, waiting-fors, calendar events, and
someday/maybes, as appropriate. File any reference notes and
materials. Get the “in” areas of e-mails, texts, and voice mails to
zero. 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.
- [ ] Papers
- [ ] Physical Notebook
- [ ] Physical Objects
- [ ] Text Messages
- [ ] Email Inbox
- [ ] Empty Your Head: Put into writing or text (in appropriate
categories) any new projects, action items, waiting-fors,
someday/maybes, and so forth that you haven’t yet captured and
clarified.
* Get Current [0/7]
- [ ] Review Action Lists: Mark off completed actions. Review for
reminders of further action steps to record. Many times I’ve been
moving so fast I haven’t had a chance to mark off many completed
items on my list, much less figure out what to do next. This is the
time to do that.
- [ ] Archive completed or inactive projects, briefly reviewing each
note and moving it to other notebooks if it could be useful there.
- [ ] Review [[https://calendar.google.com/calendar/r/agenda][Previous Calendar Data]]: Review the past two to three
weeks of calendar entries in detail for remaining or emergent action
items, reference information, and so on, and transfer that data into
the active system. Grab every “Oh! That reminds me . . . !” with its
associated actions. You will likely notice meetings and events that
you attended, which trigger thoughts of what to do next about the
content. Be able to archive your past calendar with nothing left
uncaptured.
- [ ] Review Upcoming Calendar: Look at further calendar entries
(long-and short-term). Capture actions about projects and
preparations required for upcoming events. Your calendar is one of
the best checklists to review regularly, to prevent last-minute
stress and trigger creative front-end thinking.* Upcoming travel,
conferences, meetings, holidays, etc. should be assessed for
projects to add to your “Projects” and “Next Actions” lists for any
of those situations that are already on your radar but not yet on
cruise control.
- [ ] Review Waiting For List: Any needed follow-up? Need to send an
e-mail to get a status on it? Need to add an item to someone’s
Agenda list to update when you’ll talk with him or her? Record any
next actions. Check off any already received.
- [ ] Review Project (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. Browse
through any active and relevant project plans, support materials,
and any other work-in-progress material to trigger new actions,
completions, waiting-fors, etc.
- [ ] Review Stuck Projects: Stuck projects are project that have no
next actions. For the definitions of what a project is and how to
check if it stuck, customize the variable ‘org-stuck-projects’.
- [ ] Review Any Relevant Checklists: Is there anything else that you
haven’t done, that you need or want to do, given your various
engagements, interests, and responsibilities?a
* Get Creative [0/2]
- [ ] Review Someday Maybe List: Check for any projects that may have
become more interesting or valuable to activate, and transfer them
to Projects. Delete any that have simply stayed around much longer
than they should, as the world and your interest have changed enough
to take them off even this informal radar. Add any emerging
possibilities that you’ve just started thinking about.
- [ ] Be Creative and Courageous: Are there any new, wonderful,
harebrained, creative, thought-provoking, risk-taking ideas you can
capture and add into your system, or “external brain”?
* Journal
** How are you doing right now?
** What went well this week?
** What didn't go so well this week?
** Did I learn anything important this week?
** Is there anything I can tweak, simplify, or eliminate?
** What is currently holding me back?
** What urgent questions do I have?
** What do I feel grateful for in my life and work/school?
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