Saturday, May 30, 2009

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