1. Get Clear
    1. 1. Collect loose papers and materials
      1. Look for business cards, receipts, meeting notes, scrap notes, sticky notes, etc.
    2. 2. Get "IN" to zero
      1. Choose an Inbox to process: Paper, email, voicemail, journal?
    3. 3. Empty Your head
      1. Do a mindsweep!
  2. Get Current
    1. 4. Review Action Lists
      1. Mark completed actions. Add new actions.
    2. 5. Review Previous Calendar Data
      1. Go back a few weeks or months. Catch anything?
    3. 6. Review Upcoming Calendar
      1. Go forward a few weeks or months. Need to get ready for anything?
    4. 7. Review Waiting For List
      1. Mark completed Waiting For's. Add new Waiting For's.
    5. 8. Review Project & Larger Outcome Lists
      1. Review your Projects list, one-by-one, ensuring at least one current next action on each. Browse through project plans, support material & any other work-in progress material to trigger new actions, completions, waiting for's, etc.
    6. 9. Review Any Relevant Checklists
      1. Review for any triggers.Any new checklists to create?
  3. Get Creative
    1. 10. Review Someday/Maybe Lists
      1. Review for any projects which may now be active and transfer to Projects list. Delete whatever is no longer of interest. Anything to add?
    2. 11. Be Creative & Courageous!
      1. Any new, wonderful, hare-brained, creative, thought-provoking, risk-taking ideas to get into your system?