Advertising
Advertising

Back to Basics: Your Weekly Review

Back to Basics: Your Weekly Review

20080801-thinking

    No matter how organized you are, how together your system is, how careful you are about processing your inbox, making a task list, and working your calendar, if you don’t stop every now and again to look at the “big picture”, you’re going to get overwhelmed. You end up simply responding to what’s thrown at you, instead of proactively creating the conditions of your life.

    Almost every productivity expert recommends some kind of review, whether it’s a formal process you crank through (like David Allen recommends) or simply a few minutes of “me time” to think about where you’re at. Although there’s nothing magical about the week as a unit of time, doing such a review weekly seems to work best – it’s a block of time that’s very deeply ingrained in us as a scheduling unit.

    Advertising

    Although there are lots of variations on the “review” theme. the basic idea is the same no matter what system you’re looking at. A weekly review boils down to three questions:

    1. What do I have to do in the upcoming week?
    2. What am I doing wrong that needs to be fixed?
    3. What new things should I do to take my life in the direction I want it to go?

    Preparing for your review

    While some people manage to do ok by doing their review whenever they find time, for most people, having a dedicated time for a review each week will be far more fruitful. It should be a habit, a regular appointment you keep with yourself.

    • Schedule your weekly review in your calendar. Allow yourself at least an hour, preferably two.
    • Finish all your work before the review starts.
    • Get comfortable. You might want to go somewhere you don’t associate with work.
    • Take 5-10 minutes of quiet time. Meditate, doodle, or just stare at the head – whatever it takes to put a “buffer” between you and your everyday stuff.
    • Have something to write in/on.
    • Make sure you won’t be disturbed. This is your time!

    The GTD Weekly Review

    I’ve already written a pretty thorough overview of the weekly review as defined by David Allen, so I’ll start by repeating what I said there. According to Allen, a weekly review should consist of the following steps:

    Advertising

    1. Collect all your loose papers and put them into your inbox for processing.
    2. Process your notes to glean any action items, appointments, new projects, etc.
    3. Review your previous calendar data to remind you of any ideas, tasks, etc. that you might not have captured at the time.
    4. Review your upcoming calendar to see if there are any new actions you need to add to your lists.
    5. Empty your head. Write down anything that’s currently on your mind or capturing your attention.
    6. Review your project lists to determine each project’s status and if there are any actions you need to take to move each of them forward.
    7. Review your next action lists. Bring them up to date by marking off any actions you’ve already completed. Use completed actions as triggers to remind you of any further steps you need to take not that an action is done.
    8. Review waiting for lists. Add appropriate follow-ups to your action lists. Check off anything that you’ve already received.
    9. Review any relevant checklists.
    10. Review your someday/maybe list and decide if there is anything you’re ready to move onto your active projects list.
    11. Review your project support files to make sure you haven’t missed any new actions you need to take.
    12. Be creative and courageous. This is the hardest and most poorly described part of the process in Allen’s books, which is too bad, since this is where the magic happens. Having cleared your mind of everything you need to do at the moment, take time to dream up new ideas — risky ones, creative ones, etc. Essentially a free-form brainstorming session around the topic of “what could I be doing?”

    These steps follow a three-stage format:

    1. Get clear: Tie up any loose ends from the week before so you can turn an eye to the future.
    2. Get current: Plan out the steps you need to take over the next week to advance whatever projects you’re currently working on.
    3. Get creative: Think about and start planning things you could be doing to move your life in a new direction, or to advance you past your current level.

    Another take on the weekly review

    I prefer to think of my weekly review as a set of questions to answer, rather than a set of steps to churn through. While I still try to do a review weekly (every two weeks seems to be more practical for me, though), I also do a few “mini-reviews” as time permits in between full reviews.

    A mini-review consists of just a few questions:

    Advertising

    1. What do I have to work on the next few days?
    2. What deadlines do I have coming up?
    3. Are there any new projects I have time to start working on?

    I do this with my Moleskine in front of me, listing tasks as I think through each of those questions. (Later, I’ll transfer them into my task management system – a mini-review is, to me, a kind of “capture” rather than “processing”.)

    The point of the mini-review is just to make sure I stay on track and don’t let anything important fall through the cracks. When I sit down to do a full review, I’m more concerned with the way my life is going overall. The full review consists of these questions:

    1. What do I have to work on the next few days?
    2. What deadlines do I have coming up?
    3. Are there any new projects I have time to start working on?
    4. What went wrong over the past week? What lessons can I learn from that?
    5. What went right over the past week? How can I make sure more of that happens?
    6. How well am I keeping up with all my duties and obligations?
    7. What is coming up that I need to be prepared for?
    8. What kind of help do I need?
    9. Is everything I’m doing contributing to my advancement towards my goals? What can I do about the stuff that isn’t?
    10. Am I happy with where I’m at? What would I like to change?
    11. What are my goals for the next week? Month? 90 days?

    I like the question/answer format better than Allen’s step-by-step because a) I do most of the practical stuff on a daily basis anyway, and b) I like that the focus of (most of) these questions is me, rather than my stuff.

    Advertising

    That’s the point of the review, after all – not to keep up with the stuff you should be doing but to check in with your self. And that’s important – we tend to resist looking too closely at our selves, whether because it feels selfish or narcissistic, or because we’re afraid of what we’ll find if we look too closely.

    If that sounds too “mushy” for you, then you probably need it more than most. Because as I keep saying, the point of all this productivity stuff isn’t to get more done. It’s to lead a better life.

    More by this author

    Building Relationships: 11 Rules for Self-Promotion How to Become an Expert (And Spot out One Nearby) The Importance of Reminders (And How to Make a Reminder That Works) Is Procrastination Bad? The Truth About Procrastination Revealed Back to Basics: Your Calendar

    Trending in Featured

    1 8 Replacements for Google Notebook 2 22 Tips for Effective Deadlines 3 How to Get out of a Rut: 12 Useful Ways to Get Unstuck 4 15 Ways to Cultivate Lifelong Learning for a Sharper Brain 5 How to Get Promoted When You Feel Stuck in Your Current Position

    Read Next

    Advertising
    Advertising
    Advertising

    Last Updated on May 14, 2019

    8 Replacements for Google Notebook

    8 Replacements for Google Notebook

    Exploring alternatives to Google Notebook? There are more than a few ‘notebooks’ available online these days, although choosing the right one will likely depend on just what you use Google Notebook for.

    1. Zoho Notebook
      If you want to stick with something as close to Google Notebook as possible, Zoho Notebook may just be your best bet. The user interface has some significant changes, but in general, Zoho Notebook has pretty similar features. There is even a Firefox plugin that allows you to highlight content and drop it into your Notebook. You can go a bit further, though, dropping in any spreadsheets or documents you have in Zoho, as well as some applications and all websites — to the point that you can control a desktop remotely if you pare it with something like Zoho Meeting.
    2. Evernote
      The features that Evernote brings to the table are pretty great. In addition to allowing you to capture parts of a website, Evernote has a desktop search tool mobil versions (iPhone and Windows Mobile). It even has an API, if you’ve got any features in mind not currently available. Evernote offers 40 MB for free accounts — if you’ll need more, the premium version is priced at $5 per month or $45 per year. Encryption, size and whether you’ll see ads seem to be the main differences between the free and premium versions.
    3. Net Notes
      If the major allure for Google Notebooks lays in the Firefox extension, Net Notes might be a good alternative. It’s a Firefox extension that allows you to save notes on websites in your bookmarks. You can toggle the Net Notes sidebar and access your notes as you browse. You can also tag websites. Net Notes works with Mozilla Weave if you need to access your notes from multiple computers.
    4. i-Lighter
      You can highlight and save information from any website while you’re browsing with i-Lighter. You can also add notes to your i-Lighted information, as well as email it or send the information to be posted to your blog or Twitter account. Your notes are saved in a notebook on your computer — but they’re also synchronized to the iLighter website. You can log in to the site from any computer.
    5. Clipmarks
      For those browsers interested in sharing what they find with others, Clipmarks provides a tool to select clips of text, images and video and share them with friends. You can easily syndicate your finds to a whole list of sites such as Facebook, Twitter and Digg. You can also easily review your past clips and use them as references through Clipmarks’ website.
    6. UberNote
      If you can think of a way to send notes to UberNote, it can handle it. You can clip material while browsing, email, IM, text message or even visit the UberNote sites to add notes to the information you have saved. You can organize your notes, tag them and even add checkboxes if you want to turn a note into some sort of task list. You can drag and drop information between notes in order to manage them.
    7. iLeonardo
      iLeonardo treats research as a social concern. You can create a notebook on iLeonardo on a particular topic, collecting information online. You can also access other people’s notebooks. It may not necessarily take the place of Google Notebook — I’m pretty sure my notes on some subjects are cryptic — but it’s a pretty cool tool. You can keep notebooks private if you like the interface but don’t want to share a particular project. iLeonardo does allow you to follow fellow notetakers and receive the information they find on a particular topic.
    8. Zotero
      Another Firefox extension, Zotero started life as a citation management tool targeted towards academic researchers. However, it offers notetaking tools, as well as a way to save files to your notebook. If you do a lot of writing in Microsoft Word or Open Office, Zotero might be the tool for you — it’s integrated with both word processing software to allow you to easily move your notes over, as well as several blogging options. Zotero’s interface is also available in more than 30 languages.

    I’ve been relying on Google Notebook as a catch-all for blog post ideas — being able to just highlight information and save it is a great tool for a blogger.

    Advertising

    In replacing it, though, I’m starting to lean towards Evernote. I’ve found it handles pretty much everything I want, especially with the voice recording feature. I’m planning to keep trying things out for a while yet — I’m sticking with Google Notebook until the Firefox extension quits working — and if you have any recommendations that I missed when I put together this list, I’d love to hear them — just leave a comment!

    Advertising

    Advertising

    Read Next