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HOWTO generate a kGTD Project list for your weekly review
Merlin Mann | Dec 20 2006
While OmniFocus is under development (and yes, friends, I have seen it: it is actual software that does things), we Kinkless users will have to make do as we can for now. And while I still find my own kGTD setup oddly stable given its byzantine under-the-hood workings (think: innards of Cylon Raider meets Brazil’s pneumatic tubes), there are definitely times when I crave just a bit more canonical GTD functionality. One of the most vexing shortcomings in kGTD (God bless it) is the lack of a formal Project list — one easy location to glance just all of the obligations and desirable outcomes that are on your horizon, without reference to the tasks that comprise them. David Allen has repeatedly said that the project list is critical (as I recall, his quote in our interviews was “…the Project list is king.”), and, honestly, lacking an all-in-one Project list for your weekly review is kind of like sitting down to the SATs without your two sharpened #2 pencils. My solution for this has two components — one mostly behavioral and one mildly technical. Both are squirrely and lofi and your mileage may vary. As ever. 1. Brutal pruningFirst, as part of my weekly review, I relentlessly weed from kGTD any Project that I know doesn’t belong there. This could include:
Bottom line: if the Project doesn’t have a legitimate next action that I intend to complete in the next couple weeks? Gone. Deleted or moved to “Someday/Maybe.” Next, please. This, as David is fond of saying, clears the decks by removing any distractions or baseless claims on your attention. And while it’s not so novel a concept (everyone’s weekly review should include this step in some way), it’s critical for part 2 of my kGTD Project list hackination. (Plus, yeah, it just feels really good to do) For our purposes, it also ensures that you’ve completed all the obvious pruning before creating your new Project list and delving further. 2. Copy and Paste
But what it took me a fricking year to figure out is that I already have a project list — it’s just that it’s hiding in a dropdown menu. Getting your Project List liberated
And that’s it. “WOW, thank you: you’ve taught me to ‘copy and paste.’ So, now what, Admiral Obvious?”The first thing you might want to do — depending on your personal brand of anal-retentiveness — is to tidy up your new Project list document a bit. Personally I Search & Replace all “…”s into TABs, which provides a prettier outline. At a minimum, get the document to where it’s visually sensible for you. Then print ‘er out. Cosmetics aside, you do what you need to do with a project list. You let it jog your memory. You use it to find time sinks and attention holes. You scout for dead wood. You comb through it for missed actions, meetings you forgot to schedule, and reminders of things you said you’d do a week ago. This is your outcome-centric viewport into all the projects and actions that need to be added to or removed from your kGTD list. Be courageous. “No, seriously. Why bother?”I’ll just speak for myself here, but I think that once you’re out of the ad hoc procrastination mind set of the task list, you permit a more strategic part of your brain to take over for a while. Your mental CEO gets to take a crack at all the projects, deciding who gets the deep-six versus who’s not getting the attention or resources they deserve, and then you can return to your task list with a rejuvenated sense of do-ability, focus, and mission. I call it “Manager Mode,” and it’s something I really need. Also, from a tactical perspective, I like to use the Project list as a way to identify my “focus projects” for the week. If you have more than a few dozen projects (and share my own dearth of non-computer contexts), you probably crave some way to narrow your focus. A weekly review of the list can give you the confidence to call out the stuff that must see motion this week. You can even use to pull up what Gina calls your “MIT” (or, most important task of the day). Regardless of your approach and preferences, if you’re attempting some flavor of GTD, it’s well worth your time to generate a task-less Project list and review the crap out of it as often as you need to. Because, if you aren’t occasionally alternating between the tasks “on the runway” and the larger outcomes of higher altitudes, you’re not only not doing GTD; you’re probably wasting a lot of time and missing out on some cool opportunities. Addition, 2006-12-20 10:08:27 Based on comments, I should clarify why a plaintext list of your current projects (without tasks?!?) has value in a GTD review (although David covers the concept nicely in the book, if memory serves). Thus, I will embrace vanity and quote myself at length: The Project list — in David’s canonical description — represents the “10,000 foot” view. It should exist as a list unattached to child tasks someplace and then be reviewed and updated as a thing-in-itself on a regular basis. It’s not about the tasks per se; it’s very much about evaluating how your Projects map to what you want to be doing at 20k [feet] and higher. My gut sense is that a lot of the folks using kGTD use it as a fancy to-do list. Which is in a sense, what it is. But you mustn’t just stop there. It’s critical to not spend your whole life shoveling tasks and vaguely hoping that they map to some kind of outcome. That’s the Bad Old Days simply relived with updated software. IMHO, GTD works best (and only) when you periodically take a formal step up and off of the runway to ensure the projects themselves are worth doing (and have a place in your bigger plan). I love that the weekly Project review also generates new tasks at the runway level; but that’s mostly happening specifically because you set aside the time to not focus just on the stuff that’s already in front of your nose. 19 Comments
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This (kinda) works if you...Submitted by Merlin Mann on December 20, 2006 - 6:34am.
This (kinda) works if you have precisely one level of projects (at the “root” if you will), but, in my experience is not useful if you’re nesting sub-projects 2 or more levels deep (as I do). (e.g. “Work > 43 Folders > Content > Write post on kGTD project list”) More to the point though, you’re still in your task list when you are doing that review. Which may or may not work for you. It would not work for me. For the same reason that I want my tasks in a list outside the emails from which they originated, I want an executive summary of my Projects to reside outside the list in which their child tasks are stored. Think of it as your weekly off-site retreat (vs. trying to rethink your career while sitting in your cube). »
![]() Yvonne: exactly what I thought!...Submitted by Dave Foy (not verified) on December 20, 2006 - 6:27am.
Yvonne: exactly what I thought! Minimise project list and ta-daaaa! But yes, must be missing something here… »
![]() Merlin, I think I must...Submitted by Yvonne (not verified) on December 20, 2006 - 6:23am.
Merlin, I think I must be missing something. When I go to the projects view in kGTD and collapse all, I have a list of my projects right there. No need to go to through the steps outlined above. So, what am I missing? »
![]() First - Love you...Submitted by Ziv Kitaro (not verified) on December 20, 2006 - 6:43am.
First - Love you on Macbreak. More importantly - if I follow what you just did here, what you (or we, as we do as we are tolled) created here is a list of projects, by name and no more. right? just project after project with no “next action” attached to it. or am I missing something here? »
![]() a second ago all the...Submitted by Ziv Kitaro (not verified) on December 20, 2006 - 6:46am.
a second ago all the replies above me where not there… Anyways, following your answer “…Work > 43 Folders > Content > Write post on kGTD project list…” isn’t that last one an action and not a project? »
Yep, that is exactly what...Submitted by Merlin Mann on December 20, 2006 - 6:56am.
Yep, that is exactly what you get. The Project list — in David’s canonical description — represents the “10,000 foot” view. It should exist as a list unattached to child tasks someplace and then be reviewed and updated as a thing-in-itself on a regular basis. It’s not about the tasks per se; it’s very much about evaluating how your Projects map to what you want to be doing at 20k and higher. My gut sense is that a lot of the folks using kGTD use it as a fancy to-do list. Which is in a sense, what it is. But you mustn’t just stop there. It’s critical to not spend your whole life shoveling tasks and vaguely hoping that they map to some kind of outcome. That’s the Bad Old Days simply relived with updated software. IMHO, GTD works best (and only) when you periodically take a formal step up and off of the runway to ensure the projects themselves are worth doing (and have a place in your bigger plan). I love that the weekly Project review also generates new tasks at the runway level; but that’s mostly happening specifically because you set aside the time to not focus just on the stuff that’s already in front of your nose. And, yeah, that’s a task (although, given how Kinkless works, you can nest even deeper than that, of course). Whatever works for you. (And thanks for the kind words re MB!) »
![]() Instead of going to TextMate...Submitted by Denis Ricard (not verified) on December 20, 2006 - 7:16am.
Instead of going to TextMate or another text editor, you could simply create a new outline document in OmniOutliner and (after selecting a row by clicking on the handle) paste your list. Great post and thanks for your site! »
![]() At the risk of being...Submitted by Leo (not verified) on December 20, 2006 - 9:13am.
At the risk of being flogged by kinkless fans, I suggest giving Tracks a try. In my opinion, it’s the best app for canonical GTD, as it was built specifically for GTD. It not only ties actions to both contexts and projects, and gives you a dedicated view for each, but gives you a dedicated project list. With notes, due dates (if you want them), and more. I’ve found that the weekly review is a snap with Tracks. OK, going to duck and hide now. But really. It’s great. »
![]() What about ThinkingRock? I wondered...Submitted by Pascal Venier (not verified) on December 20, 2006 - 9:26am.
What about ThinkingRock? I wondered if you had given it a try, Merlin? and if so, what did you make of it? »
![]() Granted kGTD is a bit...Submitted by Mike Kaspari (not verified) on December 20, 2006 - 9:35am.
Granted kGTD is a bit klugey, but now that we know the OMNI folks are working on a slick version I’m reluctant to add much more lipstick on my current setup if there is something great just around the corner. Merlin, do you have a ballpark for a release date? Log scale? 2 months?…4?…8? »
I think the "what app...Submitted by Merlin Mann on December 20, 2006 - 10:56am.
I think the “what app is best” discussion is always interesting, but it’s more appropriate on the forum. Let’s try to keep on topic here. Thanks. As for OmniFocus, you’d have to ask them about dates and so on. I won’t have anything substantial to say until it’s released (or until OmniGroup say it’s cool to talk about it). »
![]() Tracks is excellent, with a...Submitted by Bushford (not verified) on December 20, 2006 - 9:38am.
Tracks is excellent, with a very clever lightweight User Interface. Much less hassle than kGTD with OO. ThinkingRock has the right concepts, but the interface is just a drag. Perhaps OmniFocus will hit the spot, but the race is on: checkout Actiontastic: simple, clever, and with QuickSilver. Have also looked at “Inbox”, but it is still so buggy, it shouldn’t be a public beta. In the meantime, trying to get the most out of CircusPonies Notebook »
![]() This is interesting timing. ...Submitted by Steve (not verified) on December 20, 2006 - 6:18pm.
This is interesting timing. I have 141 “active”projects in KGTD. I need to prune it down to something that doesn’t make me spin when I look at it. There are some projects that I haven’t touched and should be moved to a someday/maybe list or deleted. I love textmate and use it with markdown. I have a cool little trick to convert the list into a bulleted markdown file. It takes a little bit of set-up. create a new command set “save” to nothing paste this text into the command field: sed ‘s/(.)/ \1/’ input “selected text” or “document” output “replace selected text” activation “key equivalent” (choose whatever works— I use command+control+ L) Now, #8 on merlin’s list would be to hit command+control+ L and you now have a markdown list that you can print to PDF with bullets. »
![]() I understand the 10k view...Submitted by nic eldridge (not verified) on December 20, 2006 - 6:42pm.
I understand the 10k view Merlin but why extract the list from kGTD? Surely your master list should be the feeder to the kGTD list not the other way around. For work related projects, I have a Filemaker database that tracks projects with a number/client/budget etc. For personal projects I have an Excel file. Both lists use a ‘status’ tag as a way of keeping the focus on the projects that require action. [eg ACTIVE, HOLD, COMPLETED etc] The active projects are the ones that make it onto kGTD via my weekly review. Step #1: review master list/s and apply status. Step #2: update kGTD Project List based on ACTIVE projects from master list/s and allocate next actions required. step #3: sync, print action list and ACT. Works very well in my situation, allowing me to manage client projects, business administration tasks and personal/home projects all with the one system. NB: I did try using the “#” tag in kGTD to put projects on hold but found it to be a little buggy - subtasks being deleted etc. »
![]() The link to the Battlestar...Submitted by Steve (not verified) on December 20, 2006 - 7:43pm.
The link to the Battlestar Gallactica site was the best thing about this post. Merlin, your posts lately have been unsubstanstive. Please post better shit. Or post things like this more frequently. Quality or volume - your pick. I just feel bad every time I delete from my RSS feed. »
![]() [...] HOWTO generate a kGTD...Submitted by Drainedge Link Tank » Today’s Links (not verified) on December 21, 2006 - 4:14am.
[…] HOWTO generate a kGTD Project list for your weekly review - 43Folders […] »
![]() Jeez! How do you...Submitted by Thor (not verified) on December 21, 2006 - 6:22am.
Jeez! How do you get anything done - thinking about & writing about all this trivial crap. »
![]() Thanks, Merlin for the idea...Submitted by Yvonne (not verified) on December 22, 2006 - 1:33pm.
Thanks, Merlin for the idea of the “weekly off-site retreat.” We are doing the same thing, just getting to it slightly differently. I print my collapsed list off and review it away from the computer. The collapsed list works for me since I keep all projects at the same level and make the distinction of work, home, etc using different preceding characters as part of the project name. I can see where the steps you outline would be necessary given your nested projects. »
![]() Merlin wrote: 'if you’re nesting...Submitted by Geoff (not verified) on December 27, 2006 - 2:58pm.
Merlin wrote: ‘if you’re nesting sub-projects 2 or more levels deep (as I do). (e.g. “Work > 43 Folders > Content > Write post on kGTD project list”)’ It seems the last one is the only one of these things that is even potentially a project. I assume there are multiple steps involved in Writing a post, so that’s probably a project. “Work”, “43 Folders” and “Content” are not projects, however, because there is no clear outcomes or completion possible. These would be better described as “Areas of Responsibility”. As an aside, I’ve stopped nesting projects at all for this very reason. It’s too easy to create things that look like projects but that have no clear outcomes, just because it seems like I need a bucket to organize things into. Defining an “area” can be a slippery slope to poorly defined projects. I’ve also done a lot of pruning lately so as my project list grows I may find good reason to start nesting again. Geoff »
About Merlin MannBio Merlin Mann is an independent writer, speaker, and broadcaster. He’s best known for being the guy who started the website you’re reading right now. He lives in San Francisco, does lots of public speaking, and helps make cool things like You Look Nice Today. Also? He looks like this, answers questions, and has something like a life. |
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