Today's a great day for that Weekly Review you've been holding off on.
David Allen calls the Weekly Review, "the secret sauce of GTD". Let him inspire you further...
Friday is a popular choice for the Weeky Review because you can then relax over the weekend without being nagged by thoughts of unfinished work. So if you've been procrastinating on your Weekly Review, what are you waiting for? :)
Spend a couple hours, review your lists, and get clear for the weekend.
Everyone has reference items. It's the non-actionable information you'd like to hang on to. Perhaps it's a business contract that you need to refer to as you complete a current work project. Or maybe it's the manual that came with your car - that might come in handy someday!
So how do you organize and store your reference items?
Well for most people, the answer is they default to a system of semi-organized chaos. Papers get randomly stacked on desks or get shoved into drawers. Emails are left sitting in the inbox. Chaos is the norm.
Despite what some people claim, this is not an effective system.
Two reasons people leave their reference information in a chaotic state:
They've never implemented a more effective system (for whatever reason)
Their system is too hard to maintain
The good news is, there are simple things you can do to improve your handling of digital information.
With that in mind, here's two tips for improving your process of organizing digital reference materials.
1. Organize the Information that is Current to You
If reference information is current to you - meaning you'll probably need it sometime soon - it should be organized into categories for fast access. I find up to 1 year to be a good guideline for "current".
By 'organize information into categories', I mean you take the time on the front end to think through how you might use this reference information, and then assign it to an appropriate category (or multiple categories, as needed). Although this has an initial time cost, it pays itself back quickly because:
You can find it faster
You can easily see what kinds of information you have for a certain topic
For instance, I keep a category of blog post ideas - any ideas that cross my path get filed there. Then, when I sit down to write a post, I look at my list of ideas to rapidly get inspired (hopefully!).
If I don't take the time to categorize my current reference information, I tend to dump it in the "General Reference" category and it becomes pretty meaningless.
But for those items that truly fall into "well, someday I might need this"...
2. Create a 'Catch-All' Location(s)
You probably frequently run across information that is interesting, but you have no idea how you might use it in the future. Put this information into some kind of a 'Catch-All' or General Reference location and don't feel like you need to organize the information further.
This is where digital information really shines. If you have full-text search, you can find just about anything you need in the General Reference category with minimal effort. And because hard drive space is so cheap, you can store lots of files and easily purchase more space as needed.
For me, an email archive can function as a Catch-All category - I just pour email into there without attempting to categorize it. It's somewhat filtered - I only archive email that I think might have future value, however small - but beyond that, it's just a mass of unsorted email. To find something, I can use the powerful search features built into Lotus Notes, Gmail, and other email systems.
Just remember, if you need to access specific info in the Catch-All location(s) on a regular basis, it's probably in the wrong place. Put it in a distinct category.
So what are tips you have for organizing your digital reference items?
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Without further ado...
Key GTD Terms and Definitions -
This week we're taking a brief intermission from our series on the eProductivity Today View (Part 1 | Part 2).
Instead, we'd like to present a concise list of key GTD terms that appear inside eProductivity. David Allen's Getting Things Done® (GTD®) methodology is the foundation on which eProductivity is built. GTD is used everyday by millions of men and women around the world and empowers them to be more productive.
Having a strong grasp on the following GTD terms and concepts will assist you in using eProductivity to your greatest advantage.
Action: a single, physical, visible step to get something done. (e.g. call Fred/draft proposal/wash dog)
Project: Any outcome that requires more than one action step to complete
Sidebar: A key GTD best practice is to have clearly defined options when you are choosing what to do. With eProductivity, we support this by giving you the ability to distinguish between “Next Actions” (your next, physical, visible action steps that are project related or not) and “Actions” (for capturing project related future, sequential, or dependent actions that would follow the Next Actions.)
Context: The locations that work can be done in. Can be geographical (e.g. At Office) or it can be resource-based (e.g. At Phone)
Waiting For: Commitments you are tracking that are dependent on someone or something else
Tickler: A system for tracking date-specific actions in the future
Someday/Maybe: Items that you might want to do in the future, but have no current commitment to complete
Reference: Items that do not require your action, but have value as information to hold on to
Weekly Review: A weekly walk through of your commitments so that everything stays clear and current, freeing you to be creative
The GTD Workflow Diagram
The Workflow Diagram is another building block to working productively. It's worth studying closely:
The GTD Workflow diagram is available as a free download from the David Allen Company Store.