My GTD Odyssey - Part 4

One of the coolest aspects of the Getting Things Done (GTD) "vibe" is that you can (and should) tweak the system to fit how you live, think, and work. As I've shared in my last few chapters of my Odyssey, that isn't always easy. Knowing something is broken is not the same as knowing how to fix it.

A quick recap of my condition:

My main symptoms, as you may recall, were:

• I hadn't been able to develop a workflow that turned "management of my context lists" into a predictable habit;
• Which resulted in ever-growing, stagnant lists;
• Which meant that things got lost in my "trusted system;"
• Which drove me to leave more things in my inbox so I wouldn't lose track of them;
• Which led me to distrust my system.

The opposite of hilarity ensued.

My newfound nuggets of hope included ClearContext (which helped me gain an upper hand on email and task management in Outlook), and "Total Workday Control" (which helped me with a new approach to list and task managment).

My prescription: A hybrid approach to GTD

I won't cover everything about GTD here -- you can read the book for that -- but I will recap the things I'm using intact, then the things I've tweaked to fix the things that didn't work for me.

The keepers - things I'm doing "by the book" are:

• The "Next Action" approach
• The 2-minute rule
• The Collection habit (recording thoughts and actions as soon as possible after they enter my head)
• GTD's approach to topic-based filing (physical and virtual)
  • But I don't use paper Tickler files - I travel too much and am too "virtual" for that to work for me.
• Focusing on getting In to empty, and using David's processing workflow (the diagram in the book) to get there
• Using traveling GTD folders: A red Inbox one, a blue Read & Review, and project support folders
• Actively extracting the "embedded actions" from my captured notes and getting them into action list
• Keeping my "hard landscape" and nothing else on my calendar
• GTD's method of project planning (tracking is covered below)

That's not to say I do these perfectly all the time (I am still much better at work-related stuff than I am at home-related stuff, for example), but I haven't made significant changes to these aspects of GTD.

My hacks - the things I've tweaked or added include:

Hack	Description
I've added more traveling folders	I've added a folder called "Supplies" that has stamps, envelopes, thank-you notes, Post-It's, and other things that are handy when traveling on the road. I've also added one called "Shred" so I can put sensitive things in there after processing my folders on the road. Sometimes I don't have a trash can handy, so I sometimes use this as a trash folder, as well. I used to have a separate Trash folder, but I decided to trim things down by sticking with "Shred" only.
I use TWC's method for managing tasks, which has led to modified Weekly Review behavior	This includes using the Total Workday Control (TWC) views I described in Part 3, which were installed automatically by the TWC edition of ClearContext (see my review of ClearContex in Part 2 for how you can get a discount by using my referral code). Here's how this works for me: Each morning, I go through my "Today" list - my TaskPad dashboard that shows up on my Calendar screen in Outlook (one of the TWC views). As I discussed in my TWC post, this view shows all the things I wanted to be reminded of as candidates to work on that day. It also shows things left over from previous days. I go through the list and decide whether I can realistically get each item done that day (i.e. do I have the time, am I in the right place, do I have the gumption, etc.) If it's still an appropriate target for the day, it stays there. If not, I either remove the date, delete the task, or set it's Outlook "Due Date" for a future date. note - setting a future due date makes it disappear again into my (now trusted) system Most mornings, I make a sweep through my Daily and Master Task Lists (also TWC views), and review each item to see if there are any items I want to... bring forward to today, assign a "start bugging me" date to by putting a date in Outlook's Due Date field Remember - in TWC, "true" due dates are noted in the subject line of the next action - Outlook's "Due Date" field is just when you want the item to start showing up on your Today dashboard view This workflow means I really am working my lists all the time so I now feel I can trust them. It also means I am doing a sort of "mini Weekly Review" every few days. I am now scheduling a formal Weekly Review every week or so, and have been doing it. The difference is that I use this formal Weekly Review time to do a full GTD Mindsweep, and analyze all of the things on my list to make sure they are really actionable, look for any stalled projects, and things like that. I believe this is the most significant change I've made, and is the thing that was missing from GTD for me. Even though it means buying yet another book, I really recommend that you pick up a copy of TWC even if it's only to see Linenberger's kung fu for managing tasks.
I use TWC's method of noting Projects, Goals, and Mini-projects in my task list	I still use the GTD mindset for thinking about projects, but GTD isn't prescriptive enough for me about how to track them in your system. I've seen other tracking systems on blogs that seemed cool, but I ended up either abandoning them or was afraid to try them because they were too complicated. TWC includes a very easy technique for flagging / tracking projects and goals in Outlook. Basically, you create a nomenclature (starting with a "P" for Project) and use it to record all your projects in your system. If I have a project about remodeling my kitchen, for example, I might create a project task called "P - Kitchen - The kitchen is updated, has more usable storage, and we love how it looks." Then, I decide on the Next Action (or even more than one possible Next Action) and I use the project name ("Kitchen" in this case) in the Next Action text. For example, a Next Action of this project might be, "Kitchen - Discuss budget and time frame with Kathleen." This makes it easy to tell which items are projects, and which ones are related to those projects. Pretty simple. And there is some great material in the book on "Mini-projects," as well. For Goals, I simply write them with a G at the beginning, like "G - Exercise - I exercise for at least an hour, 3 times per week." I then create Next Actions relating to this goal, using a notation method similar to that used for projects.
Different way of using Context lists	I don't assign Contexts for everything the way I originally did when I started with GTD. That said, I still use a few pretty consistently (using the Categories field in Outlook). The only Contexts I use these days are: @Calls @Computer - Web (mostly research items, prefaced with "RD" which is shorthand for "look into") @Computer @<name> @Waiting for Errands (for some reason, I've never used an @ sign here) Ideas @Blog @<city> Why do I use these? They help me answer a couple of important questions during my Task reviews. What calls do I still want to make? (@Calls) What things do I want to research? (@Computer and @Computer - Web) What errands do I need to run? (Errands) They help me track open loops (@Waiting For) One cool thing about using TWC's "Today" dashboard approach: I can use the @Waiting For list like a tickler file by assigning a Due Date to an @Waiting For item so it will show up in a week or two so I can check back in on the status of the item. They give me buckets to put things in for 1:1 meetings with other people (@<name>) For example, when I sit down with Gene, I check to see if anything is on my @Gene list - those help build my part of the agenda. I also put person-specific "@Waiting For" items on their named list. They help me quickly find and review any crazy ideas I may have recorded (these don't have to be written in Next Action form) (Ideas) They provide a discrete bucket for specialized topics. @Blog is for blog post ideas and random thoughts that may find their way here @<city> is a place for those "Next time I go to that city, I want to do this / see this person / stay at this hotel" and things like that. I no longer feel pressure to put everything in a category-specific context list.
I use ClearContext to manage my Outlook inbox	I've already discussed this in Part 2 of this Odyssey, and it is a key element in my ability to get my inbox to empty every day for the past month. Actually, there were two days I didn't - last weekend when I was on a Boy Scout campout all weekend. But I used my newfound techniques to get back to zero first thing Monday morning. It was a piece of cake. When you combine the email filing leverage of ClearContext with my ability to trust that items tossed into my Task lists will actually get read, I'm easily 10x faster at dealing with items in my inbox now. All this makes it seem sooooo much easier and less stressful to clear my inbox these days.

The foundational principles

Whether you use Outlook or not; whether you use ClearContext or not; whether you use TWC or not, there are certain foundational principles I've learned that I think you can apply or develop from my experience. Here are some thoughts about what they are:

• If GTD is not working for you, don't throw the baby out with the bath water. Try to separate it into the components that are working and those which are not. This "divide and conquer" at least helps you identify which things you'd like to keep and helps focus on finding better ways to fix the things that are broken.
• Beware of the "magic tool" trap. If you have a process problem, you need to find a better process to fix it.
• If your Task lists are growing longer, going stagnant, etc. and you don't trust yourself to manage the items they contain, that's a process problem. You need to find or develop a workflow that forces you to look at them methodically. For me, that method seems to be what I found in Total Workday Control (TWC).
• If you do want to find a tool to help you with a particular aspect of your life, look for one that simplifies your process rather than making it more complex (for example, I found that ClearContext enabled me to achieve a more precise and far more efficient flow for topic filing of messages in my email inbox).
• Look for others' solutions, and find a community of practice that you can learn from and share information with - GTD is very tweakable / hackable, and I'm finding that others' tweaks and hacks are helping me immensely.

Other resources

Along my journey, I've found some great resources that may help you in addition to those mentioned above:

• Mac users: Todd Vasquez has done a fabulous job in creating a Mac "application" (actually a set of scripts) called Ready-Set-Do! that sets out to capture the essence of GTD on the Mac, and provide a solid workflow around it. Check it out.
• I find golden tidbits in the David Allen Company forums all the time. You can register and follow the threads for free - well worth the time.
• The GTD Connect membership offers access to members-only forums that provide even deeper-dive, facilitated resources for a fee.
• The OfficeZealot GTD Zone has links to blogs with tons of personal productivity bloggers that regularly touch on GTD.
• The sites featured in the "Productivity" and "Work, Life, and Management" categories in my blogroll (in the right sidebar on Genuine Curiosity) are places I often find inspiring and helpful tips & tricks.
• For tools and technology related to personal productivity, check out the "Technology" category on my blogroll.

My GTD Odyssey will continue

So, that's the story so far. As a lifelong learner, I know that this journey is not over. I hope you benefit from my thoughts at this point, and I will continue to share as I continue to learn.

And I would love to hear from you with any questions, tips, tricks, and useful things you find on your own journey.

Comments

[Jeff H]

Dwayne:

Thank you for the MAJOR post -- it was extremely helpful!!! I, too, have struggled with some of the missing 'links' in a pure GTD system -- though there aren't many -- your post has helped fill those 'voids' with a concrete SYSTEM.

Continued success!

Jeff H

[Dwayne Melancon]

Thanks, Jeff - always tweaking, so I'm sure there'll be more to come!

[Scott C.]

Dwayne, thanks for your post on GTD and TWC. It was enlightening. I'm contantly intrigued by the effort we each make to "keep our heads above water" and not lose our sense of who we are as persons among the constant flow of demands on our time.

I picked up some tips from you for my own personal use. Great post!

[Scot Herrick]

Dwayne,

Two comments on this great post. First, I have very little paper at work for filing. Instead, I file my virtual stuff on my hard drive (My Documents) in the same alphabetical methodology as GTD; it's just electronic instead of paper. I've found I have much more reason to file paper at home (insurance, tax, and other stuff comes that way).

Second, others should be aware that what we're all trying to do here is to trust our system. I tried TWC, but it wasn't intuitive to me and I ended up going back to even simpler structures around tasks and reviews. So people reading this should really try these different things and then settle on what works in your world. That's when the process and the system become very powerful.

Thanks for sharing this -- a lot of work to implement, a lot of work to write and a lot of thought about how to organize all this in this post. Nice going.

Scot

[Jonathan]

Dwayne,
Great series of posts. Thanks a heap.
Over the last few days I've been working on setting up a GTD system that will work for me and which I can trust. I was finding it very time consuming getting the right "tool" (Software, as I am very IT based in my work), and the right way to go about organising my data within that tool.
Reading about your journey has given me some clarity.

Thanks,
Jonathan

[Jonathan]

Oh... and in terms of tools I've find which seem to fit the part...

Outlook based:
- Jello.Dashboard is coming along nicely as a free project
- Agendus -- just started playing with this yesturday, but so far it looks good. I'll have to compare with ClearContext now I've read about how it works for you

Stand-alone apps:
- MyLife Organized (MLO) - at first I thought it would fit the bill, gut after playing around with it for some hours I see it's actually rather excellent. Has task management and auto-recurrance features I've seen nowhere else. I am pretty much settled on using this...

- Ultra Recall Professional -- Just when I thought I was settles on MLO, I installed a demo of this that I downloaded around the same time as MLO. Not 100% convinced its way of presenting Next Actions and tasks will work for me, but still tweaking it to see.

- Various Tiddlywiki GTD "apps" (MonkeyGTD, etc.) -- these would also suit many people's needs. Just one html file does it all. Can be hosted online or accessed locally. They are being actively developed and coming along nicely as far as being a traditional GTD system goes.

These are the apps I've honed in on after looking into a wide array of what's out there.

Jonathan