GTD Routines - The magic of the e-in-basket

David Allen often highlights the power of the in-basket to manage the stuff in your world (Those who are GTD Connect members can see a video of this concept)

I've adapted a method that makes use of this concept in an electronic form, i.e the e-in-basket, to manage routines. I've implemented this using mind mapping software. As well as using this e-in-basket for capture and clarifying, I also use it to manage routines in a way that is efficient, effective and fun!

I adapted the "zero-in" process, the Weekly Review and focus area review to suit my needs. I have built myself mind map templates containing each of the steps with-in these routines. When I come to the point where I need to carryout this routine I simply "toss" this list of tasks onto my e-in-basket.

The "magic" of this method is that because I'm using mind mapping software, I simply delete each task as I complete it. I don't need to record completing each individual step, so a simple delete, removes it from my focus and allows me to move on to the next item (or divert to handle an interruption). Very quickly my list of steps in my routine are all gone and I am clear and ready for anything.

Having a set of predefined steps for what appears to be very straight-forward activities, may seem over the top, however until these routines become habits, a predefined list is essential to ensuring I spend as little time as possible thinking about how to do it, rather than just doing it.

A SIDE NOTE: This method is can be used as effectively in the physical in-basket context. i.e. you could develop each routine in your word processor and then print a load of them. When you decide you need to execute one of these routines, you simply grab one of these printed sheets and toss it into your physical in-basket.

This "magic" is not restricted to GTD routines. You could use it for all kinds of routines. Some example that come to mind include goals setting, personal performance reviews, weekly administration processing, yearly "spring cleaning".

Why I use Mindjet MindManager as the center of my GTD implementation.

Whilst I appreciate that Getting Things Done (GTD) as developed by David Allen, is a systematic approach, I also believe that GTD is an art form.

I suggest the idea of art relates to how you wield your focus, your lists and apply your routines. When all the parts are working together GTD gives you amazing satisfaction and clarity, you gain perspective and control. Further more, you see beauty that perhaps only you appreciated, it is your art and you are the creator.

So what does this have to do with mind mapping software?

Well, in doing art, I prefer to use a blank canvas rather than stencils or traces. With a blank canvas I can go where I want, when I want and how I want. The blank canvas doesn't impede my creativity.

Mind Mapping is like a blank canvas, in that it is relatively free form and definitely a facilitator of creativity. Further more, by using software mind mapping tools, like Mindjet MindManager, I can save my work, revisit it, easily erase it and also remodel it. Ultimately, these tools help me get things done by allowing me to explore, re-use and evolve my "art".

Working in a mind map, allows me to visualise how my list items relate to none another, I can "picture" where I am at and where I need to be. For now, anyway, it is where I want to focus my GTD implementation.

You can read how I use MindManager for GTD via my blog.

TPAssist Limited is not licensed, certified, approved, or endorsed by or otherwise affiliated with David Allen or the David Allen Company which is the creator of the Getting Things Done® system for personal productivity. GTD® and Getting Things Done® are registered trademarks of the David Allen Company. For more information on the David Allen Company's products, please visit their website: www.davidco.com.

How I use MindManager and TPAssist as my GTD list manager (Version 2)

Our tools have been evolved and so too has my approach to using MindManager for the Getting Things Done (GTD) approach developed by David Allen (http://www.davidco.com/).

My evolved approach takes advantage of the new capabilities in TPAssist 2007 version 1.6 and TPAssistCapture 1.2. My environment and system (described below) has been setup as per the Getting Started Guide in TPAssist 1.6's Help.


So here is how I currently implement my GTD Next Action and general list management with Mindjet MindManager and TPAssist tools ...

I have an extensive implementation of TPAssist's “My Life” template and also the TPAssist role based Dashboard, resulting in near on 150 linked maps, some of which are whole projects and some of which contain lots of mini-projects.

My GTD "runway" map or as I am calling it, my “Ultimate Dashboard” mirror’s GTD’s “Organizing Categories” (see or download the template here). This is now my default map when MindManager opens. I have linked the Outcomes section to separate maps for a cleaner picture. I have linked my “My Life” and workplace dashboard to the “Areas of Focus”.



Adding in projects and actions is presently achieved using three methods:


Firstly, I instantly capturing, storing and then "sending" new items to the Dashboard by using TPAssistCapture.





Secondly, emails that I don't delete are "sent to" my GTD system for further processing using TPAssistCapture for Microsoft Outlook.





And finally, I enter results of any natural planning directly into a project map, then link the next action to my Dashboard via TPAssist 2007's "Link At" capability.





Any items I capture are generally sent to the focus map to which they relate and in the same motion they are linked to the appropriate ACTION category. Capture items that require further clarification or filing are sent to my run-way "IN-BASKET".



As I complete actions (and the projects), I drop into the focus area or project map, update it using TPAssist’s existing journaling capabilities to record my progress and success, and then use TPAssist 2007's "Link At" command to send the next action to my run-way map. I don't get too worried about accurately grooming my run-way list because I know that my weekly and monthly reviews of Areas of Focus will show up anything that is new or duplicated.


In addition, I am using TPAssist 2007's Outlook Integration to keep some of the next actions synchronised with Outlook and therefore my mobile device.



My key routines include my daily "zeroing", my weekly review and my monthly focus area reviews.

My "Zeroing" routine is as per the TPAssist 2007 Getting Started Guide (see our blog for a summary of this routine). A further technique I use to keep me on track, is that I have added these routines to the Map Parts Library in MindManager. To "zero", I simply add the Map part to my GTD IN-BASKET topic. The steps then appear as task topics and I just work through them. If I get interrupted, I can quickly and easily pick-up where I left off, avoiding the costly process of restarting.

My Weekly Review generally follows the steps outlined in David Allen's latest book, Making It All Work. (See our blog for a summary of this process). For the weekly review, I also use a Map Part and drop the list of items into my GTD In-Basket, as outlined above in "Zeroing".

On a monthly basis, I review my focus areas. I've split the reviews over three weeks, so I don't have too much to get through in any one sitting. i.e. at the start of the month I review my job related focus areas, then mid month I review my professional development and in the 3rd week, I review my personal and family focus areas. (See our blog for a summary of this process). As per the Zeroing and Weekly Review routines, I use a predefined set of steps that I drop into my GTD IN-Basket on the day of the review, so if I don't get through everything immediately, I can easily pickup the next step later in the day or the next day.


Though I am really happy with my current implementation of MindManager as my GTD list manager, there are still areas for improvement, especially around reducing some of the steps in reviews and working with completed items. There are also some areas of the Outlook integration that I would like to see improved. But for now it works, it keeps me focused and it definitely aids my productivity.


TPAssist Limited is not licensed, certified, approved, or endorsed by or otherwise affiliated with David Allen or the David Allen Company which is the creator of the Getting Things Done® system for personal productivity. GTD® and Getting Things Done® are registered trademarks of the David Allen Company. For more information on the David Allen Company's products, please visit their website: http://www.davidco.com/.

GTD Tip: Weekly Review with MindManager and TPAssist

This blog provides tips on conducting your weekly review when using MindManager and TPAssist tools as part of your Getting Things Done (GTD) system.

(Note: This material is mostly as suggested in David Allen's 3rd book, Making It All Work).

STEP 1: Get Clear

• Loose papers & materials collected


• Get "In" to zero (See our TIP on "Zero-In")


• Mind Sweep

STEP 2: Get Current

• Review Action Lists:
  
  
  • For each main area (i.e. "Calendared', 'ASAP', "Agenda", etc, perform a TPAssist 2007 "localised" Tree Summary (Not Multi-map, leave that for the Monthly Reviews).
  
  
  • Process the items overdue etc and review the rest.


• Review Previous Calendar Dates.


• Review Upcoming Calendar Dates.


• Review Waiting for Lists.


• Review Project (and Larger Outcome) Lists
  
  
  • Open Project List.
  
  
  • Sort the list and remove any duplicates (If sub-divided focus areas, do one area at a time).
  
  
  • Read the title of each project and consider it's status in your own mind (Your review of your actions, calendar and waiting for above should be sufficient to "know" where each project stands.)
  
  
  • Drop into Projects that you feel may need further consideration.
  
  
  • Use TPAssist "Send To" for projects you want "parked" on the Someday / Maybe list.


• Review Any Relevant Checklists


• Review Calendar Later Starts

STEP 3: Get Creative

• Review Someday / Maybe List
  
  
  • Sort the list and remove any duplicates (If sub-divided focus areas, do one area at a time.)
  
  
  • Read the title of each project and consider it's status in your own mind.
  
  
  • Drop into Projects that you feel may need further consideration and then "Link At" if the project is being acted on again.
  
  
  • Back in the list, use TPAssist "Send To" and put the project title back on the projects list.


• Be Creative & Courageous

GTD Tip: Focus Area Review (Monthly) with MindManager and TPAssist

This blog provides tips on conducting your Getting Things Done (GTD) monthly focus area reviews when using MindManager and TPAssist tools.

If you are using separate Focus Area dashboards, i.e. one for your life management and one for your workplace responsibilities, it may be worth scheduling the monthly review for each aspect on separate weeks, to reduce "block" time required to complete your review. The process below applies to each of your focus areas, i.e. your life management and your workplace responsibilities:

1. Open Focus Area Dashboard.


2. Drop into Each sub area (map):


1. Organise "new items" into their approach place
   
   
   • "New Items" are those that have been delivered directly to the map via TPAssist Capture tools and may not be correctly organised. Drag these around your map so any "Link At" topics on your Dashboard can still find them.


2. Run a TPAssist 2007 Task Summary, in "Normal" mode.


3. Using the Task Summary, process items found in < 1 month.


• Follow the hyper-linked Task Summary topics.


• Use TPAssist 2007 "Link At" command to add new projects to project lists (If not sure, just add them anyway, the weekly review will pickup duplicates)


• Use TPAssist 2007 "Link At" command to add next actions for new projects to the actions list (As per project list, if unsure, add them anyway as use of the lists and then weekly review will pickup duplicates.)



4. Disgard the remaining Task Summary.


3. At the conclusion update the Focus Area Dashboard:
   
   
   • In the Focus Area Dashboard, with all sub maps open, run a TPAssist 2007 Tree Update in Multi-map mode


4. Review the Projects List
   
   
   • Run a TPAssist 2007 Tree Update in Multi-map mode to bring in latest project status for the focus areas under review (Use "Localised" scope if only reviewing a subsection of the project list).
   
   
   
   

GTD Tip: Zero-In using MindManager and TPAssist

As you use your system and even conduct your Weekly Review, you will inevitably be "Zeroing IN".

Below is a variation of the "Zero In" process populated with steps that you may find useful as you manage your lists via MindManager and TPAssist tools.

1. Empty Wallet, Bags, Brief Cases etc into your Physical In-Tray.
2. Empty Tickler into your Physical In-Tray.
3. Empty E-Mail IN-BASKET (See http://tpassist.blogspot.com/2009/05/gtd-style-e-mail-processing-using.html for setup details).
4. Process Physical In-Tray.
5. Process Audio/Voice Recordings.
6. Process any electronically captured notes (i.e. using the 2 minute rule and the workflow)
7. Synchronise PDA (and if using Outlook, use TPAssist 2007's Document Tools to bring back changes).
8. Review Dashboard "ACTION" lists - "Send Topic" on any items that are complete or need attention to the IN- BASKET.
9. Process any other form of electronic "IN".
10. Process the Dashboard "IN-BASKET", using the 2 Minute rule and Workflow to determine where the item should be sent.
11. Re-Synchronise PDA.

GTD Tip: Using your IN-BASKET when on the runway

As you start populating your MindManager dashboard and using TPAssist to facilitate your GTD system, you will inevitably start looking for ways to improve your system.

A really effective way to "manage" your lists is to use your IN-BASKET as a temporary location for the item you are "doing".

For example, if you have a twenty minute window and you choose an activity from your @COMPUTER list, since you are physically at your computer, make use of Capture / Store / Process to help you get underway and also be ready for any interruption. Simply, select the item you are going to work on, click the Hyperlink to bring the Focus map into play so you can track your actions and also gain access to related materials, then return to Dashboard, now click "Send Topic" and send the topic to your IN-BASKET. Then Save All, and return to your active focus map and work away. In this way, if you get interruption or complete the task, you can just click "Process" and get your focus back via the IN-BASKET.