Upgrading the Weekly Review for GTD

Monday, April 07, 2008

I have loved GTD since my friend Donna introduced me to it back in 2002. It has been a life saver in my former life as a corporate chick; And it has helped me regroup and move forward as a mom.

My weakest link in my GTD chain has been the weekly review. I stubble every time I come to it in my tickler file. I hold my breathe and draw a mental blank.

I know the weekly review can help with mental bottlenecks. LifeHacker has posted 12 ways to upgrade your weekly review. I really like them.

  1. Time Off Review. Carve out when your downtime will be during the week. By deciding when your time off will be first, you prevent work from expanding to fill your entire week. Don’t let your energy levels get down so low that you can only function on caffeine and adrenaline. Try to pick a day where you won’t work on major projects, and move your work to morning hours instead of in the evening.

  2. Weekly To-Do. Write a list of all the tasks you want to accomplish in the next week. A weekly to-do allows you to squeeze in activities that don’t scream with urgency, but have long-term importance. Weekly to-dos also help set the pacing for your week so you can see how much work you need to split up for each day.

  3. Goal Review. Go through any written goals you have and write out what you did to work on them in the past week. Spending time to carefully review your goals each week can help you stay aligned.

  4. Optimization Review. When you use a traditional goal setting + to-do list approach, every activity becomes either a multi-month project or a short task. Weekly optimizations help you find the middle ground. Brainstorm a list of short projects that would take less than a week, but could have long-term significance. Then pick one of these short projects to work on next week.

  5. Expenses Review. Tally up all of your expenses for the past week and compare this to your monthly budget. Keeping track of your spending on a weekly basis can make for easier purchasing decisions later. If you know you’re going over the amount you wanted to spend, you’ll know to cut back on non-essentials in the following week.

  6. Habit Review. I have several habits that I do my best to run each week. Exercising, waking up early, staying organized and batching my internet usage are just a few. Reviewing these habits can help you pinpoint possible trouble spots before they start. If you’ve missed a few days from the gym, you can make a point of going next week so your habit stays conditioned. Habit reviews can also help in deciding what new habits you might like to change in the future.

  7. Learning Review. What books did you read this week? Doing a quick review of the major ideas you’ve picked up in the last week can help in two ways. First, it can help you anchor in that knowledge. Second, it can help you see how much you are learning. If you read little in the last week, you can set aside more time to read in the following week.

  8. Social Review. What social activities will you be doing in the upcoming week? A lot of social events are spontaneous, but knowing when you want to visit with friends or family can make organizing your work easier. If you know about an event ahead of time, it can help schedule your work to avoid conflicts later.

  9. Entertainment Review. Beyond just work, what fun and interesting things would you like to do next week. Boredom is usually a lack of planning. By picking out potentially interesting activities for the next week, you already have a list of things to do when you get some free time.

  10. Dietary Review. Track everything you eat for a week. Measuring everything is a lot of work to do all the time. But occasionally doing a weekly dietary review can help you see exactly what you’re eating. It’s easy to delude yourself that you are “mostly healthy”, until you track the numbers and see a lot of junk.

  11. Character Review. What did you do last week that went outside your comfort zone? If you keep drawing blanks to that question week after week, you’re stagnating. Decide to do something that will make you uncomfortable next week.

  12. Productivity Review. What system of lists, calendars and schedulers are you using? Going over your productivity system can help you find holes where information is slipping out. A regular review can also point out places where you are keeping lists and folders that go unused. Reviewing your system keeps your life simple and stress-free.
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