David Allen’s New Book – Team

The GTD methodology has been out in the world for over 25 years. Millions of people have used it to better organize their work and get more done. However, one challenge people often face is being the only person in their office applying GTD. It can be hard to keep up a successful system when everyone else is doing their work less productively. Aside from trying to get everyone to commit to it personally, can it be scaled to teams?

David Allen and co-writer Edward Lamont believe that it can, with their new book, Team: Getting Things Done with Others. As shared on the book jacket:

By building on the effectiveness of what GTD does for individuals, Team will offer a better way of working in an organization, while simultaneously nourishing a culture that allows individuals’ skills to flourish. Using case studies from some of the world’s largest and most successful companies, Team shows how leaders have employed the principles of team productivity to improve communication, enable effective execution, and reduce stress on team members. These principles are increasingly important in the post-pandemic workplace, where the very nature of how people work together has changed so dramatically.

Over the next few months, I will share teachings from Team. Today I’ll start with a tease of their discussion of moving from one person to a group, which involves a different approach to work.

At a team level, we see the equivalent of “mind like water” to be something we’ve come to describe as “healthy high performance.” This is a way of working together that is not just able to keep pace with, or outrun, the competition, but to do it in a way that is sustainable – fun, even – over the longer term.

With this approach they are aiming to share ways for teams to be successful both in terms of their work goals and also to be healthy in mind, body, and spirit. Stay tuned over the next few months to learn the specific techniques to achieve it.

If you don’t want to wait, get your copy of Team: Getting Things Done with Others and read ahead.

The Second-Worst Task List App

How do you keep track of your tasks?

There are many different ways to remember all the items you need to do, whether it be in an electronic format, paper-based, or a hybrid of both. According to John Forrister, associate of David Allen, there is one method that is the worst way of all – your mind! As he wrote in a recent blog post called The Second-Worst Task List App:

If there is a second-worst task list app, there must be a first-worst, right? Yes — it’s your mind. It’s really good at many things, but managing your task list is not one of them. You know that already. You wouldn’t be reading this without already having a calendar and some version of a task list. 

John then postulates on what would be the second worst way to keep track of your tasks. With this question he not referencing a specific app or piece of software. Instead, he is looking at the systematic process that many people use accidentally.

For several reasons, my nomination for the second-worst task list app is an inbox with stuff that’s been there more than 48 hours. I use the email inbox as an example here, but you can probably apply this reasoning to other places where your inputs show up and need to be clarified.

He then proceeds to list reasons why an email inbox is unproductive as a task reminder. Two reasons include:

1. You need to keep rereading at least the subject lines of the first screen of emails, which uses your valuable time inefficiently. If there’s more than one screen, you are likely scrolling into the past fairly often, to scan those older emails.

2. You may be opening, rereading, then closing the emails to remind yourself what they’re about.

How do we keep our inbox from becoming a default bad task manager? Read the rest of the blog post to find out!

Choosing What to Do: The Steps for Engagement

Did you know the secret to getting things done is to do actions that get things done?

I know that sounds like a big “duh”, but in honesty people frequently get hung up on their next move. Even if they have defined their work, decided on next actions, and have their lists available, picking the precise thing to do in any given moment can still trip up overthinkers. Thankfully, David Allen has thought through the process of engagement, which is the fifth stage of the GTD workflow process. On his website he shared tips to help decide which action to do next.

When it’s time to Engage, people often ask how to choose from what may be long lists of tasks to do. That’s when it’s helpful to use the criteria for choosing:

Context – What place, tool, or person will the action require? This is the first limitation for choosing–it has to be. If you’re not in the right place, don’t have the right tool, or access to the required person, you can’t take the action.

Time available – How much time do you have to take the action? If you have 20 minutes, only consider actions that you think will take less than 20 minutes.

Resources – What is your energy like to take the action? Have you been in back-to-back meetings all day and you’re tired? Or are you just finishing your morning coffee and feeling alert and enthusiastic? You’re probably already considering this more than you realize when you choose what to do.

Priorities – What’s the most important one to choose based on your roles, goals, long-term strategy, and purpose?

David then goes to share how to use the Horizons of Focus to narrow down your priorities along with a description of the three-fold nature of work. What to learn more? Click over to the Getting Things Done website to find out!

New Year Resolution – Purge Your Files

Do you still have a paper filing system? If so, when was the last time you examined it to see if the content was still worth keeping? Often times when we accumulate paper, it becomes a file and forget system. Paper goes in and never comes out, making it ineffective storage.

Yet the value of effective paper filing can be easily overlooked. Files are a useful tool for knowledge workers as they contain valuable information or ideas for future projects. The folks at Getting Things Done (GTD) have some very useful ideas on how to build and maintain your paper filing system. That way the material can add value to your work. The first point they share is to keep the filing simple by using an A-Z system.

People have a tendency to want to use their files as a reminder system in addition to reference, and therefore attempt to organize their files by projects or areas of focus. This magnifies geometrically how many places something isn’t when you forget where you filed it. One (or at least as few places as you can get by with) simple alpha system files everything by topic, author, or company so it could only be three or four places (if you forget where it is.)

Another key piece of advice is to purge paper files once a year. To do this go through each file to see what still have reference value and identify items that can be tossed. I find the period before or after the New Year is a great time to do this as business is usually slower, providing quiet time to organize. As the folks at GTD say a file purge is useful because:

That keeps them from being stale and you from feeling like it’s a black hole you’re putting things into. It gives you the freedom to keep anything you think you might want or need later.

Learn other methods to keep your paper files in order by looking at this GTD sheet.

However, if your focus has shifted away from paper into the digital world, then take time in the coming months to learn the best methods to Build a Second Brain!

Favorite David Allen Quotes

Getting Things Done was a book that changed my life. David Allen’s seminal work on productivity provided me with the skills I needed to succeed in knowledge work. With it being one of the bestselling businesses books of the last 25 years, its impact on millions of people around the world is very apparent.

For this post, I am simply sharing some of my favorite David Allen quotes. Enjoy!

“Your mind is for having ideas, not holding them.”

“If you don’t pay appropriate attention to what has your attention, it will take more of your attention than it deserves.”

“You must use your mind to get things off your mind.”

“Sometimes the biggest gain in productive energy will come from cleaning the cobwebs, dealing with old business, and clearing the desks—cutting loose debris that’s impeding forward motion.”

“Things rarely get stuck because of lack of time. They get stuck because the doing of them has not been defined.”

“There are no problems, only projects.”

“There is usually an inverse relationship between how much something is on your mind and how much it’s getting done.”

“There is no reason to ever have the same thought twice, unless you like having that thought.”

“(1) collect things that command our attention; (2) process what they mean and what to do about them; and (3) organize the results, which we (4) review as options for what we choose to (5) do.”

Learn more about David Allen by visiting the Getting Things Done web site.

Getting Stuff Out of Your Head

Think for a moment – right now, is there something important that needs to be done for which the only reminder is in your head?

For most people relying on memory is the default way to keep track of all the things they need to do. This includes remembering deadlines, commitments, obligations, or simply keeping track of fun stuff to do someday. The problem is that our minds are a poor tool for this job. In fact, David Allen, founder of GTD, often says that our heads are “crappy office spaces.”

Consider how easy it is to forget something. In the morning you open the refrigerator and discover there are no eggs. After making a mental note to drop by the store on the way home you head off to work. After a busy day on the job, hitting the grocery store is long forgotten. The next morning you are once more reminded of the lack of eggs at breakfast and are forced to make yet another sketchy promise to hit the store on the way home.

According to GTD, the best way to remember something is to place it in a trusted system outside of the head. On a practical level, that means as soon as something comes to mind it is immediately written down on paper or placed into electronic storage. So long as the reminders are kept in a place that you frequently return to, these items will never be lost.

Photo by Engin Akyurt on Pexels.com

What are the best ways to get stuff out of your head quickly? Below are common options:

  • Use your phone’s reminder app
  • Have a note pad on your desk or counter top along with fresh pens
  • Enable a digital voice assistant, like Alexa, to capture voice reminders
  • Use sticky notes to post reminders in prominent places

For electronic reminder systems, consider setting a day/time reminder that pops up at the right time. For example, a reminder set for arrival at the office can be helpful to knock out an item right away. Or a reminder that pops up before leaving work will ensure eggs are picked up on the way home. By offloading memorization, stress levels will drop as efficiency increases.

No matter the method, constantly get stuff out of your head and into a trusted system. You will be glad you did.

Choosing What To Do

It’s Monday morning – how are you going to start your week? What is the most useful task to get done first? How will you ensure the most important parts of your upcoming projects will be done? Also, how will you ensure that nothing is missed along the way?

Following the core concepts of GTD can help anyone prioritize their day. In a recent blog post, the folks at Getting Things Done shared the five fundamental steps to successful workflow. They also took time to explain the limiting factors affecting the abilty to engage. Below is an excerpt from their article.

The five steps of GTD workflow are Capture, Clarify, Organize, Reflect, and Engage. When it’s time to Engage, people often ask how to choose from what may be long lists of tasks to do. That’s when it’s helpful to use the criteria for choosing:

Context – What place, tool, or person will the action require? This is the first limitation for choosing–it has to be. If you’re not in the right place, don’t have the right tool, or access to the required person, you can’t take the action.

Time available – How much time do you have to take the action? If you have 20 minutes, only consider actions that you think will take less than 20 minutes.

Resources – What is your energy like to take the action? Have you been in back-to-back meetings all day and you’re tired? Or are you just finishing your morning coffee and feeling alert and enthusiastic? You’re probably already considering this more than you realize when you choose what to do.

Priorities – What’s the most important one to choose based on your roles, goals, long-term strategy, and purpose?

Read the whole post and learn more about how the Horizons of Focus can be a great guide to engage effectively.

How to Get to Inbox Zero

Text of a talk given at the PLA 2022 National Conference on the “How To” Stage.

How many emails do you have in your inbox right now, read or unread? 

In my informal polling, most people have anywhere from dozens to hundreds or even thousands of messages. Keep in mind that a 2019 study by DMR estimated that the average person received 121 emails a day. Without a fast and efficient system to dispatch these messages, inbox backlog will slow down work and increases stress. While one could declare email bankruptcy by deleting the entire contents of the inbox, this is hardly practical. Instead, with the application of a few simple best practices the stress of email management can be vanquished.

Photo by Torsten Dettlaff on Pexels.com

David Allen, author of the bestselling book, Getting Things Done, has thought deeply about workflow. He developed a system of best practices that revolve around managing workflow in an efficient manner. This approach can be used by any level of knowledge worker. It starts with a basic premise, so please repeat after me:

My inbox is not a storage location. It is a processing station.

Learn more by reading the rest in the articles section of this website.

How Managers Can Help Their Team Focus

Have you ever been on a team that lost its focus? You and your teammates may have wasted time wandering down dead ends, getting caught up arguing over trivial items, or had assumed next actions lie incomplete due to a lack of delegation? While there are many contributing factors to such failures, a good manager can make or break a team.

In an increasingly distracted world, one skill that can elevate managers is the ability to focus their team on the priorities. In a recent article in the Harvard Business Review, GTD founder David Allen and Justin Hale break down seven ways that managers can help their teams focus on work. Not surprisingly, the ideas are born out the GTD principles. This first suggestion is to inventory tasks and projects.

This is a discipline where common sense is not common practice. If your people don’t have a complete list of their commitments and projects, they can’t realistically prioritize. As a leader, hold people accountable for keeping current to-do lists and give them time each week to do a full weekly review of these commitments so they can stay in control.

Another way managers can help their employees focus is to make meetings meaningful.

Most people’s workdays are monopolized by meetings. Help employees stay focused by allowing them to decline meaningless meetings. To improve meeting efficacy, one manager we coached set a bold precedent. He said, “If someone invites you to a meeting without a clear agenda and reasons why you’re vital to the success of the meeting, you have my permission to decline it.” This manager put the onus back on the meeting creator (which was often himself) to show greater respect for others’ time. It also put employees in control of their days so they could focus on high-priority work.

Read the other five suggestions at the Harvard Business Review website.