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[Whitepaper, haha] My System for GTD

Below i'll outline how i do my thing to get through the day and to "GTD" - at the bottom i'll note problems i have with the system.

FYI, I'm an engineering manager in charge of 11 engineers in a number of disciplines

My layout is nowhere near as pretty as Patrick Rhones whitepaper, it's a little more stream of consciousness - so apologies if your eyes bleed.

I've included in brackets the keys i use to invoke actions in case people care.
********************************************************

I use [="Blue"]Microsoft Outlook[/] for [="Red"]Calendar[/] and [="Red"]email[/] ? my folder structure looks like this:

Outlook Today
Inbox
Personal Folders
!--------------Archive 2006
!--------------Personal
!--------------Respond/Action
.Archive 2002
.Archive 2003
.Archive 2004
.Archive 2005

The Archives are broken up by year because otherwise my archive folder was too slow with 13,000 emails in it.

I have [="Blue"]3 macro?s[/] set up for my email Alt+1 (moves email to archive), Alt+2 (moves email to personal), Alt+3 (moves email to Respond/Action).

All notifications of new emails have been been removed and more often than not i completely close Outlook when I'm not actively working with email.

I use [="Blue"]Copernic Desktop Search 2[/] (Alt+W) to search for any emails or files on my pc. I?ve tried a few options but Copernic gives me the best view of search results so that I can easily pick out any info I want. This allows me to have a common dump of emails in the archive folder without any tagging or bumpf.

The Calendar portion of Outlook only holds meetings that I am to attend. It?s set to view one day. Every Monday I print out a snapshot of the working week to come.

This weekly snapshot I bulldog clip to the inside cover of my [="Red"]ubiquitous capture tool[/] ? [="Blue"]a day to a page A4 diary[/].

This allows me to write to it and view it at a glance.
Inside a poly-pocket that is glued to the page facing this calendar is a [="Blue"]telephone list[/] of daily contacts ? a handy regular reference.

The diary I do not normally use as a diary, but it allows me to automatically see when I've entered notes.

I use one of those 4 colours in a single pen jobs to write into my diary. (http://www.epinions.com/content_97060687492)
Black = heading, blue = information, red = action, green is still open for discussion. I?ve started using Patrick Rhones symbols to give some structure to my notes. These notes I then ?regularly? parse into [="Blue"]MyLife Organized[/] (Ctrl+Shift+M) inbox so that I have them all stored in once place. (I check off in my diary those items that I?ve written into MLO)

At a convenient time, I review those actions that I?ve dumped into my MLO inbox and sort them into my appropriate contexts/projects and perhaps do a little more thinking on them.

MyLife Organized allows me to filter my actions to see all relevant types and is set up to throw [="Red"]reminders [/]at me for things such as peoples birthdays and any of my engineers going on holiday in the next week. ( I use MLO rather than outlook for these because I can set up lead times rather than getting caught out on my fianc?s birthday  ) I used one of the standard templates in MLO to set up my work because it can simply regenerate groups of daily tasks like check voicemail and paper inbox.
Without MLO doing this I could trick myself into pretending I was on top of things, but when I see ?Process email inbox? 6 days old, I know I?m flagging.

I use a bog-standard [="Red"]in-tray[/] for any mail or paper work to go into before I process it. Any physical documents I want to keep go into the [="Red"]A-Z hanging file[/] behind me.

When I?m working at my pc and I find an interesting titbit like a quote or something I just drop it into [="Blue"]Evernote[/] (Cntrl+Alt+v) for future reference. The fact that it remembers the web address it was copied from is a great help.

My [="Red"]desktop [/]I?ve copied from lifeclever.com, all I have on it are 6 icons:
0.Inbox
1.Actions
2.Incubate
3.Current Projects
4.Archive (my documents)
Recycle Bin
Shortcut to my USB drive (I?m hoarding everything in preparation for shortly being made redundant) 

And a text bar which is my input for [="Blue"]Slickrun [/](Alt+Q). A little genius of a tool which enables me to keep my desktop so clean and tidy.

I use [="Blue"]Netvibes [/]to hold a number of shortcuts and RSS feeds for my personal browsing habits, a dashboard of stuff that I ?need? to review, all at once.

I?ve a new toy/aide that I?m learning to play with right now; I just recently bought an ?[="Blue"]Invisible Clock II[/]?. It has 12 alarms can be set in vibrate mode ? useful for mental triggers to do things like ?drink water @ every alarm? ? also has a useful meeting timer for pacing meetings.

Problems
---------

  1. I don't have a consistent way to remember work that i've delegated to others. If i've given an action to one of my engineers - should i stick it into my @agenda for that person with an expected delivery date on it? (or just remind me to discuss with them their progress) Or should it go in a "Waiting For" list, which i find i never really look at.
  2. I have a large number of items that don't deserve to be called projects, but aren't single step items. How do i handle those.
  3. My next actions tend to be somewhat weak, i've tried using "freemind" to flesh things out but i find myself resisting "next actions" a lot of the time.
  4. I procastinate like hell still.
  5. How do i carry my actions with me, MLO prints out actions in a poor format (if i were to print out my @agenda items for example) and any attempt to share with an electric format is too much trouble - as is rewriting lists on paper - too much work.
  6. Any more that you guys can see in the way i do things....


TOPICS: Projects

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jabba's picture

MLO Printing

You can create new print templates. I really like MLO, and I like Index cards. So I created a 3x5 template for printing.

It's not easy, but it can be done.

randellt's picture

GrahamC: Nice work. The advice...

GrahamC: Nice work. The advice I got on tracking delegated items is to trust the people they are delegated to and forget them. That works great if you have complete trust in that person. In MLO I created a context called "@check-ins" and a parent task named "Check in with ..." with it's "This is a project" box ticked off for things like this that I really need to know about and for people I suspect may not deliver.

For example a child entry, "Bob re: network diagram for Project X" shows up looking like "{ Check in with ... } Bob re: network diagram for Project X" in my MLO ToDo view.

I'm trying not to put all delegated actions in my system to keep my own sanity intact and to work on trusting my people more.

jabba: Would you mind sharing your 3x5 template?

GrahamC's picture

You can create new print...

jabba;5987 wrote:
You can create new print templates. I really like MLO, and I like Index cards. So I created a 3x5 template for printing.

It's not easy, but it can be done.

care to show me how? :> XML isn't my strong point...

jabba's picture

jabba: Would you mind sharing...

randellt;5988 wrote:

jabba: Would you mind sharing your 3x5 template?

It's a work in progress. Unfortunately, I'm still procrastinating on it :-)

However, it works...kind of.

It's on my home machine. I'll add it to my Inbox and see if I'm successful at remembering to post it :-)

enine's picture

Something I learned WRT archiving...

Something I learned WRT archiving by year. When you do that it tends get messy because you now have to search multiple folders making it a real PITA to search for anything. I spent most of this summer reorganizing Archive folders from 1998 to 2005 into project related so I could have one archive folder with all completed projects and one with active projects so at most I have to make two searches.

GrahamC's picture

Something I learned WRT archiving...

enine;6000 wrote:
Something I learned WRT archiving by year. When you do that it tends get messy because you now have to search multiple folders making it a real PITA to search for anything. I spent most of this summer reorganizing Archive folders from 1998 to 2005 into project related so I could have one archive folder with all completed projects and one with active projects so at most I have to make two searches.

Copernic makes it totally painless for me to search for stuff - that's part of the joy. I don't actually have to spend time worrying about how i organise my mail - i just dump to archive - no matter how pointless it is.

enine's picture

Copernic makes it totally painless...

GrahamC;6001 wrote:
Copernic makes it totally painless for me to search for stuff - that's part of the joy. I don't actually have to spend time worrying about how i organise my mail - i just dump to archive - no matter how pointless it is.

How well does something like that work with a lot of data, i.e. how fast is it. I gues it doesn't matter as I gave up on outlook anyway, it just had way too many limitations and bugs then in OL2003 they dropped one if its more usefull features (file view) so thats what helped put my over the fence deciding to quit using it.

GrahamC's picture

How well does something like...

enine;6023 wrote:
How well does something like that work with a lot of data, i.e. how fast is it. I gues it doesn't matter as I gave up on outlook anyway, it just had way too many limitations and bugs then in OL2003 they dropped one if its more usefull features (file view) so thats what helped put my over the fence deciding to quit using it.

Real time. ie, i type, i get. That's about 2gigs of email and ~5gig of files.

DStaub11's picture

Nice! A few thoughts...

GrahamC;5980 wrote:
Nice! A few thoughts about your problems list:

[*]I don't have a consistent way to remember work that i've delegated to others...Or should it go in a "Waiting For" list, which i find i never really look at.

That's the problem right there. I think this is what "Waiting For" is for. I look at mine several times a day and formally during Weekly Review, and find it does help me keep track of these.

Quote:
[*]I have a large number of items that don't deserve to be called projects, but aren't single step items. How do i handle those.

If they have more than one step, they are projects.

Quote:
[*]I procastinate like hell still.

Well, this is getting a little better for me! Fixing it has been about processing anxiety stuff rather than about how I handle the lists. But the more I take care of things I've been procrastinating on, the more confident I feel and the less I procrastinate.

Thanks for sharing!

Do Mi

jabba's picture

3x5 MLO Printing

jabba;5992 wrote:
It's on my home machine. I'll add it to my Inbox and see if I'm successful at remembering to post it :-)

Damn, I'm an amazing procratinator...

Anyway, YMMV. These definitely aren't perfect. Put them in the Reports/ subdirectory of the MLO program.

About GrahamC

 
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