Weekly review

Posted by in Management

I am trying out a new weekly review process based on the Getting Things Done philosophy of David Allen. He

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suggests doing this on early Friday afternoon, so that we have time to catch anyone before they move out for the weekend. The various aspects to be reviewed are given below. Will post the results of my experience here later.

  • Loose Papers
    Pull out all scraps of paper, business cards, receipts, and miscellaneous paper. Put into your in-basket to process.

  • Process Your

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    Notes
    Review any "Journal/Notes" types of entries, meeting notes, and miscellaneous notes scribbled on notebook paper. Decide and enter action items, projects, waiting-fors, etc. as appropriate.

  • 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.

  • Empty Your Head
    Put in writing (in appropriate categories) any new projects, actionitems, waiting-fors, someday-maybes, etc. not yet captured.

  • Review Action Lists
    Mark off completed actions. Review for reminders of further action steps to record.

  • 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 action item on each. Browse through work-in-progress support material to trigger new actions, completions, waiting-for’s, etc.

  • Review Any Relevant Checklists
    Use as a trigger for any new actions.

  • Review Someday/Maybe List
    Review for any projects which may now have become active, and transfer to "Projects." Delete items no longer of interest.