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