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The art of getting things done
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A new practice for a new reality
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The problem: new demands, insufficient resources
- Work no longer has clear boundaries
- Our jobs keep changing
- The old models and habits are insufficient
- The big picture vs. the nitty-gritty
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The promise: the "ready state" of the martial artist
- The "mind like water" simile
- Can you get into your "productive state" when required?
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The principle: dealing effectively with internal commitments
- The basic requirements for managing commitments
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An important exercise to test this model
- Write every thought down, clean your mind
- The real work of knowledge work
- Why things are on your mind
- Your mind doesn't have a mind of its own
- The transformation of "stuff"
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The process: managing action
- Managing action is the prime challenge
- The value of a bottom-up approach
- Horizontal and vertical management
- The major change: getting it all out of your mind
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Getting control of your life: the five stages of mastering workflow
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Collect
- Gathering 100 percent of the "incompletes"
- The collection tools
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The collection success factors
- Get it all out of your head
- Minimize the number of collection buckets
- Empty the buckets regularly
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Process
- What is it?
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Is it actionable?
- No action required
- It's trash, no longer needed
- No action is needed now, but something might need to be done later (incubate)
- The item is potentially useful information that might be needed for something later (reference)
- Actionable
- If it's about a project...
- What's the next action?
- Do it, delegate it, or defer it
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Organize
- Projects
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The next-action categories
- Calendar
- Time-specific actions
- Day-specific actions
- Day-specific information
- No more "daily to-to" lists
- The "next action" lists
- Nonactionable items
- Trash
- Incubation
- Someday/maybe
- Tickler file
- Reference material
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Review
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What to review when
- 1. Calendar first
- 2. Action lists
- 闲暇看review/reading list
- Critical success factor: the weekly review
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Do
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Three models for making action choices
- The four-criteria model for choosing actions in the moment
- Context (tools, locations)
- Time available
- Energy available
- Priority
- The threefold model for evaluating daily work
- Doing predefined work
- Doing work as it shows up
- Defining your work
- The six-level model for reviewing your own work
- 50,000 feet: life
- 40,000 feet: three- to five-year vision
- 30,000 feet: one- to two-year goals
- 20,000 feet: areas of responsibility
- 10,000 feet: current projects
- Runway: current actions
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Getting projects creatively under way: the five phrases of project planning
- Enhancing "vertical focus
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The natural planning model
- A simple example: planning dinner out
- Natural planning is not necessarily normal
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The unnatrual planning model
- When the "good idea" is a bad idea
- Let's blame Mrs. Williams
- The reactive planning model
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Natural planning techniques: the five phrases
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Purpose
- The value of thinking about "why"
- It defines success
- It creates decision-making criteria
- It aligns resources
- It motivates
- It clarifies focus
- It expands options
- Subtopic 7
- Principles
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Vision/outcome
- The power of focus
- Clarifying outcomes
- View the project from beyond the completion date
- Envision "wild success"! (suspend "yeah, but..."
- Capture features, aspects, qualities you imagine in place
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Brainstorming
- Capture your ideas
- Distributed cognition
- Brainstorming keys
- Don't judge, challenge, evaluate, or criticize
- Go for quantity, not quality
- Put analysis and organization in the background
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Organizing
- The basic of organizing
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Next actions
- The basics
- Activating the "moving parts"
- More to plan?
- When the next action is someone else's...
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How much planning do you really need to do?
- No more clarity?
- Need more to be happening?
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Practicing stress-free productivity
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Getting started: setting up the time, space, and tools
- Implementation--whether all-out or casual--is a lot about "tricks"
- Setting aside the time
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Setting up the space
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If you go to an office, you'll still need a space at home
- An office space in transit
- Don't share space!
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Getting the tools you'll need
- The basic processing tools
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The critical factor of a filing system
- Success factors for filing
- Keep your general-reference files at hand's reach
- One alpha system
- Have lots of fresh folders
- Keep the drawer less than three-quarters full
- Label your file folders with an auto labeler
- Get high-quality mechanics
- Get rid of hanging files if you can
- But if you can't...
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One final thing to prepare...
- 马上开始做!坚持做!
- The least thing you should worry about. 大家都太重工具,轻执行
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Collections: corralling your “stuff”
- Ready, set...
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...Go!
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Physical gathering
- What stays where it is
- Supplies
- Reference materials
- Decoration
- Equipment
- Issue about collecting
- 太具体了
- Start with your desktop
- ...
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Mental gathering: the mind-sweep
- "Trigger" list
- "Incompletion triggers" list
- Professional
- Personal
- The "in" inventory
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Processing: getting “in” to empty
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Processing guidelines
- Top item first
- One time at a time
- Nothing goes back into "in"
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The key processing question: "What's the next action?"
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What if there is no action?
- Trash
- Items to incubate
- Reference material
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What if there is an action... What is it?
- The action step needs to be the absolute next physical thing to do
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Once you decide what the action step is
- Do it
- Delegate it
- Tracking the handoff
- What is the ball is already in someone else's court?
- Defer it
- The pending things that are left
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Identifying the projects you have
- You need a projects list
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Organizing: setting up the right buckets
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The basic categories
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The importance of hard edges
- 明确工具的功能,并坚持一段时间形成习惯
- All you really need is lists and folders
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Organizing action reminders
- The actions that go on your calendar
- Organizing as-soon-as-possible actions by context
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The most common categories of action reminders
- Calls
- At computer
- At office
- At home
- Agendas
- Read/Review
- Organizing "waiting for"
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Using the original item as its own action reminder
- Managing paper-based workflow
- Managing email-based workflow
- A caution about dispersing reminders of your actions
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Organizing project reminder
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The projects lists
- One list, or subdivided?
- Some comon ways to subsort projects
- Personal/professional
- Delegated projects
- Specific types of projects
- What about subprojects?
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Project support materials
- Don't use support material for reminding
- Organizing ad hoc project thinking
- Attached notes
- Email and databases
- Paper-based files
- Pages in notebooks
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Organizing nonactionable data
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The variety of reference system
- General-reference filing--paper and email
- Large-category filing
- Rolodexes and contact managers
- Libraries and archives
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Someday/maybes
- Someday/maybe list
- Make an inventory of your creative imaginings
- Reassess your current projects
- Special categories of "somday/maybe"
- Food, books to read, gift ideas...
- The danger of "hold and review" file and piles
- Using the calendar for future options
- Triggers for activating projects
- Events you might want to participate in
- decision catalysts
- The "tickler" file
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Checklists: creative reminders
- First, clarify inherent projects and actions
- Blueprinting key areas of work and responsibility
- Checklists at all levels
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Reviewing: keeping your system functional
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What to look at, when
- Look at your calendar first
- ...Then your action lists
- The right review in the right context
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Updating your system
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The power of the weekly review
- What is the weekly review?
- Loose papers
- Process your notes
- Previous calendar data
- Upcoming calendar
- Empty your head
- Review projects lists
- Review next-actions lists
- Review waiting for list
- Review any relevant checklists
- Review someday/maybe list
- Review pending and support files
- Be creative and courageous
- The right time and place for the review
- The bigger picture review
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Doing: making the best action choices
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The four-criteria model for choosing actions in the moment
- Context
- Time available
- Energy available
- Priority
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The threefold model for evaluating daily work
- Doing predefined work
- Doing work as it shows up
- Defining your work
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The six-level model for reviewing your own work
- 50,000 feet: life
- 40,000 feet: three- to five-year vision
- 30,000 feet: one- to two-year goals
- 20,000 feet: areas of responsibility
- 10,000 feet: current projects
- Runway: current actions
- Getting priority thinking off your mind
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Getting projects under control
- The need formore informal planning
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Which projects should you be planning?
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Projects that need next actions about planning
- Typical planning steps
- Brainstorming
- Organizing
- Setting up meeting
- Gathering information
- Random project thinking
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Tools and structure that support project thinking
- Thingking tools
- writing instruments
- The support structures
- How do I apply all this in my world?
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The power of the key principles
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The power of the collection habit
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The personal benefit
- The source of the negative feelings
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How do you prevent broken agreements with yourself?
- Don't make the agreement
- Complete the agreement
- Renegotiate the agreement
- The radical departure from traditional time management
- How much collection is required?
- When relationships and organizations have the collection habit
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The power of the next-action decision
- The source of the technique
- Creating the option of doing
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Why bright people procrastinate the most
- Intelligent dumbing down
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The value of a next-action decision-making standard
- Clarity
- Accountability
- Productivity
- Empowerment
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The power of outcome focusing
- Focus and the fast track
- The significance of applied outcome thinking
- The magic of mastering the mundane
- Multilevel outcome management
- The power of natural planning
- Shifting to a positive organization culture
- Conclusion