weekly review checklist

1 The Weekly Review

"If you're not doing the weekly review, you're not doing GTD!"
Ricky's RAM Dump: http://www.rickyspears.com/blog

"It's called a weekly review, not a weakly review!"

"Seven days without a review makes one weak!"

-—

Notes from David Allen's book "Ready for Anything".

The first challenge is to implement these models, and the second is to
keep them active and functional. This guide provides the master key to
achieving a consistently more relaxed and productive style of life and
work. This process, whenever it's done, facilitates executive
command-center thinking and confidence, and it's most effective when
it's practiced every seven days.

Charles' action items have been added as checklist items

2 Loose Papers [0/5]

  • Gather all scraps of paper, business cards, receipts, and
    miscellaneous paper. Put into your in-basket to process.
  • [ ] Empty out backpack. Put relevant items into intray.
  • [ ] Remove loose stuff from desk
  • [ ] Empty wallet of receipts and paper
  • [ ] Purge physical intray
  • [ ] Empty email inbox creating NAs as required

3 Process Your Notes [0/2]

  • 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 my Journal file (C-c j)
  • [ ] Review my Office Journal file (linked from Journal File)

4 Empty Your Head [0/1]

  • Put in writing (in appropriate categories) any new projects, action
    items, waiting-fors, someday/maybes, etc., not yet captured.
  • [ ] Set a timer for 5 minutes and do brainstorming or mind-mapping

5 Review Action Lists [0/1]

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

6 Review Waiting-For List [0/1]

  • Record appropriate actions for any needed follow-up. Check off
    received ones.
  • [ ] Review TODO items in Waiting State C-c a T W <tab>

7 Review Project (and Larger Outcome) Lists [0/2]

  • 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-fors, etc.
  • [ ] Review Project List (C-c a P)
  • [ ] Review contents of newgtd.org file (C-c g)

8 Review Previous Calendar Data [0/2]

  • Review past calendar in detail for remaining action items, reference
    data, etc., and transfer into the active system.
  • [ ] Review Logged items for last week (C-c a a l left-arrow)
  • [ ] Read newgtd.orgarchive file

9 Review Upcoming Calendar [0/2]

  • Review upcoming calendar events-long and short term. Capture actions
    triggered.
  • [ ] Review upcoming month (C-c a a M)
  • [ ] Review family calendar on refrigerator

10 Review Any Relevant Checklists [0/3]

  • Use as a trigger for any new actions.
  • Review Someday/Maybe List
  • Review for any projects that may now have become active, and
    transfer to projects list. Delete items no longer of interest.
  • [ ] Review my Someday/Maybe list
  • [ ] Write a short summary of the week (C-c r a)

11 Be Creative and Courageous [0/1]

  • Any new, wonderful, harebrained, creative, thought-provoking,
    risk-taking ideas to add into your system???
  • [ ] Capture Todo items (C-c r t) or Someday (C-c r s)

12 Final Administration [0/2]

Last Updated 2016-05-19 四 13:02.
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