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October 22, 2008

Best & Worst Practices of Collect

Merriam-Webster defines Collect as: to bring together into one body or place. In GTD terms, it's the point of entry where all of your "stuff" lands in your trusted Inboxes, to be processed.

gtdcollecting.jpg


As with all of the five phases of GTD: Mastering Workflow (Collect>Process>Organize>Review>Do), Collect has best practices and worst practices:

Best practices: out of your head, into leak-proof locations, clean edges between collect and organize
Worst practices: in your head, spread all around, blended with reference and what's already been decided (collect is not organize!)

Tips & tricks for Collect:
- Create a trusted Inbox for your desk to capture hard copy stuff. Even if you think you're paperless, you're not.
- Create an "In" folder for when you're on the go between home and office, away from your desk in meetings, traveling, etc.
- If people try to hand you something, redirect them to the Inbox (your chair is not an Inbox!)
- Keep your Inboxes reserved for new incoming stuff only--it's too easy to go numb to your Inboxes when it's an amorphous blend of new stuff, reference, waiting for's and next actions items.
- Use your Inbox yourself. It can be a fantastic way to bookmark your own brain when you get interrupted.
- Have as few Inboxes as you can get by with, but as many as you need
- Get an Inbox for each person in your house (creates clean edges for who owns what and handles the mundane "business" of personal workflow)
- Get an Inbox for each person on your team, in your department....in your company
- Walk around with a collection tool wherever you go, so that when something pops into your head that has your attention, you've got a way to collect it other than in your head

Believe it or not, Collect is often where people have the biggest improvement opportunity. In my experience, people often don't even have a trusted Inbox, or if they do have an Inbox, they never process it. Or, people collect in so many places, it's like a scavenger hunt to find where they left it and process becomes a daunting task, leading people to handle latest and loudest instead because it's often simply easier to find. Or, one of the most common ones I see is blending collection with the stuff they've already processed and organized. If people really got how much time that wastes, because it causes them to re-look at what they've already decided, they would never blend them again.

Next up...best & worst practices of Process.

Posted by Kelly at October 22, 2008 08:40 AM

Comments

One of the hardest parts for me about the "collect" phase of GTD is having a system wide integration of this at my offices. Not all of my employee's and co-workers use, know, or care about a specific system for management so it's hard to make them understand why they need to put things in by Inbox instead of on my keyboard or chair.

I've found that if you let people know that by putting something in your inbox that you're much more likely to deal with it in a timely and proper fashion then incentivizes them to start using your system.

It's also important for those first few times that they do make sure of your system that you don't abuse that trust and you properly process and execute on those items, the positive reinforcement and results will solidify their reception.

Posted by: Skylar at October 22, 2008 10:35 AM

Kelly,

I love that you are writing about best/worst practices for the workflow process. However, the "worst practices" for this post are more "what it isn't."
It would be interesting to hear what you've seen people do thinking they are following GTD, but upon closer examination aren't or that they are missing a key principle behind the practice.

Posted by: Mike at October 22, 2008 11:22 AM

Skylar--you're totally on track with that. Positive reinforcement and redirecting them to what works better for you (and ultimately the result they are seeking) are key.

Hi Mike--In my experience, the single-most valuable best practice people can adopt with GTD is to collect outside of their head in trusted buckets. I see people create great lists, but still keep things they have their attention on tracked only in their head.

Posted by: Kelly at October 22, 2008 12:34 PM

My biggest problem with my inbox is the overflow... I believe its because I don't have enough time to process it all unless I dedicate huge chunks of my time to do so! I look forward to the next article about best and worst practice processing, maybe that will have some hints on where I'm going wrong.

Posted by: Yynatago at October 22, 2008 06:36 PM

I'm also looking forward to the best/worst of process. My issue is how do I maintain all of my "current" information for working projects, vs storing stuff for "reference". I do have alot of working material, some of which might fit into folders or a binder. Looking forward to more articles like this one.

Posted by: Joe at October 23, 2008 11:48 AM

Hi Kelly,

Great post and summary of the collecting phase. I couldn't find your email or system for trackbacks on the site, so wanted to let you know that I referenced this article in a recent posting on my blog that talks about the challenge of collecting and processing with news readers (and Google Reader in particular):

http://www.kenclarksblog.com/2008/11/why-google-reader-and-gtd-dont-mix.html

Thanks and keep up the great content!

Ken

Posted by: Ken Clark at November 16, 2008 08:04 PM

Hi Ken,

Thanks for weaving this into your blog post. Nice article.

I used to post my email address/mail-to link on my blog, but some people abused it by spamming me and/or soliciting me about their products, so I took it down.

Commenting through the blog is always a good way to reach me though.

Cheers,
Kelly

Posted by: Kelly at November 18, 2008 10:50 AM

Kelly:

I'm sure you get this all the time, but we have a family member (my sister in-law) who despite my wife and my adherence to all good things GTD, she is not interested in any of it. Not that we care per se, but it encroaches into our lives with the sea of messy papers, clothes, etc, that she leaves in our wake. How can we proceed? Please advise.

Dave

Posted by: Dave at April 5, 2009 09:48 AM

Hi Dave,

We do get this all the time, and best I can tell you is to lead by example and hope it rubs off. There's really no way to "get" someone to do GTD.
Hopefully the edges to her stuff have fences so you can at least know what is hers versus yours.

Sorry, wish I had a magic answer for you on this one!

Kelly

Posted by: Kelly at April 13, 2009 12:34 PM