« November 2006 | Main | February 2007 »

December 29, 2006

10 Beginner Behaviors

What are the entry-level behaviors to GTD that anyone can do to "get in the game"?

First of all I should say that this question contains some forethought. A GTD Connect member brought this idea to my attention at a recent public seminar and the theme of entry-level behaviors for GTD has been following me ever since.

The question of entry-level behaviors rests on the assumption that GTD is like any complex system worth learning on multiple levels (from nitty gritty to deep and profound). Other examples include golf, mastering aikido, driving a car, running a business, and assimilating into a new culture. What all of these mega-projects have in common is a need to master smaller subprojects in order to gestalt the more meaningful principles that form the whole. With any of these endeavors, it's easy to fall off the wagon en route to mastery. They are also similar in that getting started can be daunting without a little help. Entry-level behaviors are the accessible and practical behaviors that a beginner can do in order to see some real results without having to do a whole-life overhaul. My hope is that the following tips will give you some ideas on how to get started with (or get back into) Getting Things Done for the New Year.

10 Beginner Behaviors

1. Purge your files

The biggest jam in the system for most people is reference files that aren't current. New Year's tip- spend a few hours attending to your paper or digital reference (yes, "My Documents" can get messy, too!). Through out the old and simplify where you keep the current items. If you have a safe place to put reference (non-actionable) items, every other piece of the system will go more smoothly.

2. Write it down

Get a tool for writing down your ideas, and keep it near you always. Even if the thought amounts to nothing, writing it down is the only way to give yourself a fair shot at handling it responsibly. The mind is a great place for having ideas, not storing them.

3. The 2 minute rule

If you're going to do it at all, and it takes less than 2 minutes from where you are now, do it now. It would waste more time and energy to try to remember and track it if you don't.

4. The waiting for list

Keep a complete list of everything you are waiting for from others that you care about. Items loaned, next actions delegated, online orders that should arrive. This one has instant payoff when you see how empowering it is to follow up before something slips through the cracks.

5. Use your inbox effectively

Your inbox is a runway, not a parking spot. Practice processing the items that come in (not doing them, not reshuffling them, not procrastinating on them). Simply make a decision one item at a time.

6. Read every email only once

Never re-read an email unconsciously. Unless you need to reflect on it while you are composing a response, you should be able to cue yourself up about how to handle it the first time you see it. Rereading emails can drain energy and reinforce procrastination.

7. The someday/maybe list

There are millions of things you would like to do someday if you had more resources, time, energy and money to do them. Rather than letting them nag at you, capture them in a complete list that you review regularly. You are much more likely to do them or renegotiate them if they are out of your head.

8. Be real with your calendar

The calendar is meant to give you some clear cut guidelines for your day, it is not a parking spot for all the things you wish you could do in one day (if you were superhuman). Use it well. Does that item need to be done on that specific day? If not, try an action list instead. Are there other items that you know you will only get to if you set aside some uninterrupted focus time (i.e. writing a paper, home maintenance, drafting up a project plan)? This is one of the easiest areas of your system to get squeaky clean.

9. Do it, Defer it, Delegate it.

If it's actionable, there are only 3 options: do, defer, or delegate. Do it in 2 minutes or less, or defer it to a more appropriate time on your action list or calendar, or delegate it if you can.

10. Start at "zero"

Give yourself a clean start whenever you can. I recently heard a financial advisor suggesting that people open a new checking account in order to ensure their electronic bank statements synchronize appropriately, with no old transactions clouding the view. Use this analogy of starting with a clean slate in your organizational system. Process your inbox to zero, start a new file cabinet, get a tickler file, buy a new personal organizer. Newness has psychological power. Your new system is more likely to attract you, which will help you give it appropriate attention as you maintain it.

Wishing you a productive and joyful 2007!

Posted by Lisa at 11:30 AM | Comments (9)

December 15, 2006

The dreaded inbox

Things seem to be winding down in the corporate world. The number of emails in my inbox is decreasing and the proportion of automated out of office replies is growing exponentially. With a little down time handy, this is a good time to brush up on your processing skills - something that can be essential when you return from a vacation to the deluge of input.

Tip for the season: Love your inbox, and it will love you.

Seriously, the number one reason people procrastinate on processing the inbox is the dread factor. You've been there, we all have. It slowly begins to increase in volume, piling up little by little, threatening to spill out and take over.

So why is an in-tray or a screen of emails scary? Everything in your life either attracts or repels you to some degree, and the inbox is no exception. I've identified these reasons for the dreaded inbox phenomenon:

Be it the inbox on your desktop, or the one on top of your desk, here are some keys for making processing painless...

I hope these tips help you get into the flow of processing. For further reading about attraction and repulsion, check out these articles from our coaches:

Keeping You In-Box "Real" by Julie Daniel

Are You Attracted To Your Lists? by Meg Edwards

Yum or Yuk? by James Daniel

Posted by Lisa at 10:22 AM | Comments (5)

December 06, 2006

Nifty capture tool

You may have noticed that I'm a big proponent of capturing everything out of your head with a capture tool. If you were looking closely at my home office setup, you might have noticed that I use my own version of David's Notetaker wallet. I've also been known to say everyone should have a post-it cube for capturing in their car.

It appears the Post-It folks have outdone me with this high-tech Auto Message Center. You record your thoughts into the tape recorder, then once you are parked you can jot them down on the post-it notes. (Thanks Erik!)

So why am I such a fan of capturing?

Believe it or not, it's more than just a geeky love of gadgets that keeps me interested in collection, the first step in the 5 Phases of Mastering Workflow. I actually have found that mastering the Collection step can increase my ability and agility with other phases down the line. Once I have everything out of my head and on paper, part of the subconscious kicks. I feel an instant sense of trust in my GTD system just knowing that all of my fresh ideas and commitments are "out there" somewhere, ready to be manipulated and shuffled around however I see fit. Collecting also forces me to think about processing. As my inbox gets taller with the collected material, my internal radar triggers me to set aside time to process the stack back to zero. Which of course leads me to organize the information into a system that needs to be clean and clear (otherwise why organize it in the first place?). So if you're new to GTD, or just want to get back in the game: Collect. There are lots of ways to get started:


The only means of strengthening one's intellect is to make up one's mind about nothing - to let the mind be a thoroughfare for all thoughts. - John Keats

Posted by Lisa at 10:38 AM | Comments (3)