Nanci Hardwick, CEO of Schultz-Creehan Holdings, Inc., shared her experience with Getting Things Done: The Art of Stress-Free Productivity by David Allen to Women in Leadership, a professional women's group in the New River Valley of Virginia.
2. Why I read this book
What this book says to do
What I did
How it worked
What I think about it now
3. For the Hereafter
The preacher told me the other day I should be thinking about the Hereafter.
I told him, "I do, Father, all the time.
Every time I go from one room to the other, I have to ask myself…
'Now, what am I here after?'
4. THINGS WE JUST “REMEMBER”
Can you go to the grocery
store without a list and not
forget anything?
Do you ever remember the
call that needs to be made in
the shower? Or at night in
bed?
NO MEMORY REQUIRED
Do you believe that you will
be in the right place at the
right time for your
appointments next week?
What’s the difference?? Why
is the calendar so much
better, so trusted?
Because it is ALL there. Every
detail. No memory required.
5. Most often, something you want to be different
than it is currently is on your mind because:
you haven’t clarified exactly what the intended
outcome is
you haven’t decided what the very next physical
action step is, or
you haven’t put reminders of the outcome and the
action required in a system you trust.
7. Time – Initial Renovation and maintenance
Space – Home and Office
In basket
Files
Paper
A space you want to be in!
Tools
Filing system
▪ “a giant stack” and a labeler
Lists
Calendar
8. “The first activity is to search your physical
environment for anything that doesn’t belong
where it is, the way it is, permanently, and
put it in to your in basket.”
BEWARE: don’t slip into
purging/organizing/acting on items found as
these are potential time sinks.
9. NOW, sort through, to:
Trash what you don’t need
Complete any less than 2 minute actions
Hand off anything you can delegate
Add reminders into your system for greater than 2
minute actions
Identify and add to your project list any larger
commitments
10.
11. A “Projects” list
Project support material
Calendared actions/info
“Next Actions” lists
A “Waiting For” list
Reference material
A “Someday/Maybe” list
12. “The most common categories of action
reminders”:
Calls
At computer
Errands
At office
At home
Agendas (for people and meetings)
Read/Review
13. “You must be assured that you’re doing what
you need to be doing, and that it’s OK to be
not doing what you’re not doing.”
If your list of calls no longer includes all the
calls you need to make, your brain no longer
trusts the list and goes back to trying to
remember.
14. Choose actions based on these criteria:
Context
Time available
Energy available
Priority
A low energy moment would be the time to read,
update contact files, back up, etc.
15. Think of a looming project at work or home.
Now visualize or define a successful outcome
for that project.
What is the very next step that you would
need to take to make progress?
17. I “collected” the entire surface of my desk
And my projects drawer
▪ Other drawers, cabinets, and bookshelf are on standby
▪ But I cleaned out an entire drawer in my 4-drawer
cabinet at home!
I sorted and trashed and made lists
I felt the rush only those with a full trash can
experience
I turned to my laptop, and faced my inbox…
18. June 16: Process and Purge over 1,200 emails
Except for the 250 I gave up on and moved to
another folder
Wow! – ZERO EMAIL IN INBOX!
Restructure my lists:
Task list categories were subject themes: Sales,
Human Resources,Volunteer, etc
Task list categories are now by action type: Calls,
@home, Projects,To Buy,Waiting on Others
19. Added personal tasks to Outlook
Used my inbox as an inbox rather than a staging area
Threw away the stuff I’ll never read (and felt ok about it)
Purged files and gave myself permission to delete email
Now follow the two minute rule – especially with new things to
read. I skim and chuck or flag what should be read with care
Empty my laptop bag every morning and evening
Keep a notepad and pen in my car
Unsubscribed from unwanted email rather than delete
20. We notice Nanci never mentioned adopting the filing system….
21. I am master of my to-do list. I sleep well. I
shower well. I leave the grocery store well.
Most of the time.
There is raw power in an empty in box and I
drink from the well every day.
22. 8/24: Kate emails to say, can you still talk to
everyone about managing email?
I have 177 emails in my inbox, dating back to
7/20.
Oh, how the mighty have fallen!
I say “Yes, Kate!” and spend a better part of
the day, the whole night, and the next
morning getting back to zero.
24. Capturing it all
Making “next action” decisions
Reviewing lists
My task lists – using dates and priority flags
Reading while laptop boots up
How it went awry
Why it was worth getting back to zero
25. Action-oriented check lists are very helpful.
Defining next actions when I’m in that
moment really thinking about that project is
very helpful but harder than you would think.
Inboxes should contain unread email or be
empty.
Calendars can include “make decision about
X” items with relevant detail.
Reviewing is still tricky.
Leaving the grocery store remembering the thing you came for,
Remembering the call that needs to be made while in the shower
Our heads are not the right place to store data that requires timing or priority coding
I believed him when he said how much do you trust that you know where to be next Tuesday at 9:30am? Do you trust you know what you should be working on this afternoon? Why is the calendar so trusted? Because it is ALL there. Every detail. No memory required.
What David says to do
2 days a realistic initial investment and he suggests a weekend
A big part of his message is your life is integrated, and many of your personal tasks can only be done during the work day, so make your system seamless and incorporate both.
Filing system is a tickler system that is organized by month and days of month
Touch things only once. Do not be tempted to put things back in the IN box.
Give handouts
Collect, Process, Organize, Review, Do
List makers suffer from skepticism have never put it ALL in a list
Context is what could you do where you are with the tools you have (phone, laptop, internet service, store, with people you need)
Do you feel a sense of accomplishment?
Notes made in the car and tucked in my bag will get read and entered into the system.
I did adopt the alpha organization in the one drawer I purged and organized.
Catch up is hard because I can’t help but take actions needed while sorting email.
Reviewing – calendared two hours on Friday, but rarely do it. Mornings may be best for me, even though my best thinking happens then.