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March 24, 2008

Getting GTD off the ground

If I had to guess what the biggest challenge people have with GTD, it's not maintaining the system, it's building it. And you might feel that the task of building it seems daunting and undoable, given the world doesn't really slow down because you've decided to take time for yourself to get this thing off the ground. I doubt your colleagues are sitting back saying, "Hey, let's not send emails to him or pull him into this meeting. He's really trying to get his work defined and his GTD system built." Not likely. So right off the bat, unless you've got two days of uninterrupted time to dedicate to the building phase, as David suggests in Part Two of the GTD book, you're more likely going to build it in stages. It will take longer, but a great system can be built in stages.

1. Choose a list manager to track your projects and actions
2. Get a good reference filing system built for your non-actionable stuff
3. Get In/Pending/Out buckets/folders/trays to be able to move things through the system.

Once the constructing is done (your house is built), then you're in populating mode (move your stuff in.) Get everything from all of your collection buckets, processed and organized into your new system. Look for the major places you have stuff coming in. Likely the big "stuff" piles to go after first are your head, email, paper and voicemail.

In my GTD classes, I suggest people setup a project called "GTD Up + Running." Then assess and draft a simple project plan to capture all of the potential next actions to get the system fully setup. If you think doing this in pieces is going to work best for you, pick one or two to start that will give you the biggest payoff to get under control and add that to your calendar or next actions list or just go do it. Then move your way through your project plan until the system is up and running. I bet it will take less time than you think.

One tip on choosing a list manager: Don't let the quest of finding the "perfect list manager" stop you from getting GTD off the ground. Consider that there is no one perfect system. Nearly any list manager can be adapted to work with the GTD model, from spreadsheets to paper planners to corporate programs you're already using for your calendar and email. Choose one you like and you know you'll actually be attracted to use.

Posted by Kelly at March 24, 2008 02:44 PM

Comments

I know David maintains that the flexibility to choose your own list manager is a strength of GTD but I disagree, I think it's a weakness.

There is no one obvious solution for a list manager and this puts up a huge psychological barrier to entry. Given that you don't know what a 'good' list manager looks like until you've tried a few you are almost guaranteed some number of false starts. Too many false starts and frustration sets in and GTD gets dismissed as a nice idea but ultimately not practical. It's probably impossible to measure but I wonder out of all the people that are exposed to GTD how many keep a successful, trusted, system running for a year or more?

The list manager should be transparent to your daily operation in the way that the browser is transparent to surfing the web (you really don't notice that you are interacting with it most of the time). Commonly available business tools like the MS Office suite are not well suited to GTD. They can be coerced into maintaining GTD lists but they never achieve the transparency required to make it easier to use the list manager rather than your memory.

I know that no single list manager will likely work for every type of person but I think Davidco could take GTD to the next level if you come up with some set of affordable products ($90 for a leather notepad, really??) that will address GTD list management for 80% of the world.

If nothing else I would have thought it would just make plain business sense. Right now it would seem like the business can only scale either by selling more books or by adding more coaches. If you were to produce a set of products, especially software products, the business can scale infinitely.

If I had to architect a solution that would work for me I'd implement an server based list manager that would sit on servers owned by Davidco and accessed over the internet through either a web browser or standalone software client. Standalone software allows for a richer user interface experience and offline access to data while the web browser would provide baseline access anywhere a web browser is available. The clients would be free but users would be charged for access to the servers. The key is to invest in making the system "just work" in the way that TiVo just works (people pay real money every month to get the TiVo service when Microsoft offers a completely free alternative in it's Windows OS).

Posted by: Andrew at March 25, 2008 08:50 AM

Great post. Thanks Kelly. What are some list managers you'd recommend for someone using a Mac. It seems there are a lot of list managers for the PC world.

Posted by: Tim at March 25, 2008 09:47 AM

Hi Tim,

I'm not on a Mac, but Omnifocus seems to be a popular one for implementing GTD (but I can't say I've used it to know how well it does with the methodology.) Entourage is another one Mac users seem to like.

Kelly

Posted by: Kelly at March 25, 2008 11:36 AM

Kelly, nice post. And the list manager is central.

Over about 3 years, I've evolved a complete list manager on a small stack of index cards with a single bulldog clip. Seriously. If you are interested in a description and some photos, let me know. It might be helpful for some folks.

Posted by: Joe Ely at March 25, 2008 02:11 PM

I've only "discovered" the world of GTD and your blog twelve days ago after visiting the Omnigroup website; just finished today listening to David's audiobook "Getting Things Done (Unabridged)".

I'm now learning to use OmniFocus on my mac at home and Excel at work (Windows only environment). At work, I'm currently using a combination of your two Excel templates (18 January 08) and that of Joe Rodgers, but its still early days.

My in-trays now consists of a stack (four trays) In-tray/Actions/Projects/WaitingFor (to my left) and a separate Out-tray (on my right). Is that excessive, would a simple In-tray/Pending/Out-tray combination be better/easier?

Posted by: Francis Smith at March 25, 2008 02:58 PM

Hi,

the best list manager I found is a Project called ThinkingRock.
The software is free, runs on all platforms, you may also run it from a portable device (USB-Stick or SD-Card...), and is specially designed to grab all the advantages of GTD.
Get it here: http://www.thinkingrock.com.au

Get more done

Karl

Posted by: Karl at March 27, 2008 03:03 AM

Andrew,

Thanks for posting about what seems like a passionate topic for you. I will say, there's quite a bit more to the company business plan than "selling books and adding more coaches." But I don't think that's really the core of what you wanted me to respond about.

In terms of selling a standard online list manager that would address 80% of the GTD users, believe it or not, many people are just as passionate on the other side of the fence, relishing in the creative choice and freedom to use (and even build) whatever tool they want to implement GTD--whether that's a simple notebook, online tool or corporate supplied program (which is a requirement for many for some of the core workflow pieces like a Calendar.)

But we certainly are looking at all of this, to see how we can help people get GTD off the ground in a variety of ways and cost considerations. I will pass your feedback along to our technical team about what you'd like to see in an online program.

Thanks,
Kelly

Posted by: Kelly at March 31, 2008 04:10 PM

Hi Francis,

You've got the core components. It doesn't seem excessive to me. Within my pending tray are my two pending folders, Actions and Waiting For, that I grab when I travel. I could just as easily see doing it the way you are doing it as well.

So from my perspective, you're right on track!

Kelly

Posted by: Kelly at March 31, 2008 04:14 PM

I've tried a fancy notebook, Merlin Mann's "Hipster PDA", Outlook, special paper, calendars, and online managers.

I've recently resigned myself to the fact that not one of them is sufficient, but they are all a part of the same system. For me, this was the revolution that has kept me on top of things and my inbox clean for the past several weeks.

I use one of the above systems in different situations, the key is that I process them all down to one (voo2do.com) when I do my processing.

Hipster PDA captures random thoughts and commitments in strange places. Fancy notebooks are for fancy meetings. Email is email. Calendars are calendars. Special stationary cut up into squares under my monitor capture things when I'm sitting at my desk. I don't count voice mail, because it just goes onto special paper...

Once my inbox is clean of notecards, paper, notes, etc. and my email is to zero - I jump into voo2do and start working. I'm probably spending about 30-45 minutes total per day working things into the system, freeing up a lot of time to get the stuff done.

That's what worked for me. Too much investment into one system only created barriers. Resignation to multiple systems focused me in on the process vs. the tools...

Posted by: Eric at April 1, 2008 08:21 PM

Kelly,

Are there any online list management tools to fit GTD and you recommend?

Posted by: Tim at April 2, 2008 01:29 PM

Hi Tim,

There is a great article on GTDTimes (www.gtdtimes.com) about list manager options:
http://www.gtdtimes.com/2008/03/21/92-vetted-gtd-applications-courtesy-of-priacta/

A few web-based tools that I've personally had experience with, and thought did well with GTD, are:

Remember the Milk (http://www.rememberthemilk.com/)
Google Documents (http://docs.google.com/)
Google Spreadsheet (http://docs.google.com/)

When I get a chance one of these days, I'll write up my experience with Google Docs. I did post a few spreadsheet templates that you could upload into Google Spreadsheet to work with them online.
http://www.davidco.com/blogs/kelly/archives/2008/01/gtd_lists_on_ex.html#more

Hope this helps!

Kelly

Posted by: Kelly at April 2, 2008 08:23 PM

dear kelly,

someone offered in the blog to show this:


Over about 3 years, I've evolved a complete list manager on a small stack of index cards with a single bulldog clip. Seriously. If you are interested in a description and some photos, let me know. It might be helpful for some folks.

sounds interesting
barry

Posted by: barry at June 1, 2008 12:19 PM

Hi Barry,

You'll find a great write up of that card system by the author, Joe Ely, over on GTDTimes.com:

http://www.gtdtimes.com/2008/04/28/a-simple-index-card-gtd-system/

Kelly

Posted by: Kelly at June 1, 2008 01:18 PM

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