David Allen shares his thoughts on what a good GTD Weekly Review is and isn’t, as well as some valuable tips and tricks from his years in the trenches. This episode pairs well with Episode #7, the Guided Weekly Review. David has said that the Weekly Review is the “critical success factor” in making your GTD practice stick. This episode is for you if you are new to the Weekly Review, but have not yet built it into a habit, or if you simply want a refresher and new inspiration.
Listen Now—The Power of the GTD Weekly Review
The 11 steps to the Weekly Review
COLLECT LOOSE PAPERS AND MATERIALS
Gather all accumulated business cards, receipts, and miscellaneous paper-based materials into your in-tray.
GET “IN” TO ZERO
Process completely all outstanding paper materials, journal and meeting notes, voicemails, dictation, and emails.
EMPTY YOUR HEAD
Put in writing and process any uncaptured new projects, action items, waiting fors, someday/maybes, etc.
REVIEW NEXT ACTIONS LISTS
Mark off completed actions. Review for reminders of further action steps to record.
REVIEW PREVIOUS CALENDAR DATA
Review past calendar in detail for remaining action items, reference data, etc., and transfer into the active system.
REVIEW UPCOMING CALENDAR
Review upcoming calendar events—long and short term. Capture actions triggered.
REVIEW WAITING FOR LIST
Record appropriate actions for any needed follow-up. Check off received ones.
REVIEW PROJECT (AND LARGER OUTCOME) LISTS
Evaluate status of projects, goals, and outcomes, one by one, ensuring at least one current next action item on each. Browse through project plans, support material, and any other work-in-progress material to trigger new actions, completions, waiting fors, etc.
REVIEW ANY RELEVANT CHECKLISTS
Use as a trigger for any new actions.
REVIEW SOMEDAY/MAYBE LIST
Review for any projects or actions which may now have become active, and transfer to the appropriate list. Delete items no longer of interest.
BE CREATIVE & COURAGEOUS
Any new, wonderful, hare-brained, creative, thought-provoking, risk-taking ideas to add into your system?