There are a number of details there, jmarkey, that I've incorporated or am doing in slightly different ways. Writing out the couple of long posts in this thread gave me the clarity to see the difficulties I was having.
I'm trying to keep my system as self-contained on my Palm as I can. Because it's just another checklist in the Checklists Memo category, I've realized that I can work through my "System Review" checklist in any time windows I have - it doesn't have to be a rarely available single huge block of time. If I expect to take many time slices to get through it, I can make an "Anywhere" ToDo to bookmark my progress.
One huge help in getting through a review in separate time slots is that my projects are Memos, and therefore alphabetized. I can put a "Review: @Someday N" to remind me that I've gotten through part of my @Someday list, and just where I need to pick up without duplicating effort.
I'm also picking up on the idea that it's ok to have a Memo in @Active for the project outcome, AND a DateBook entry on the due date, with a tickler alarm, AND a ToDo about the project, that I wrote when the alarm went off once before. The effort of writing the multiple entries is so much less than what I spent with addons and tweaking...*sigh...*
It just took me a while to put together the right combination that shows me everything I need to see, and holds aside anything I've decided I don't need right now.
I think I'm a light year closer to black belt now :) And my wife is starting to ask me if I've written down whatever it was we just talked about. I like to think that means we both realize how helpful this system, and my Palm, has been to clearing up my head.