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GTD Refresh, Part 5: Building the Weekly Review Habit

GTD Refresh, Part 5: Building the Weekly Review Habit

Building the Weekly Review Habit

    At the very beginning of David Allen’s recorded lecture, Getting Things Done Fast, he tells his audience that the most important but single most difficult part of becoming more productive is making time every week for a weekly review. Most important because this couple of hours of “time out” once a week is where virtually all the GTD magic happens – it’s where we make sure everything’s out of our heads and in our trusted system, so we can use our brains for doing Good Stuff instead of nagging us about the Good Stuff we should be doing. Most difficult because… well, I have my theories.

    First of all, weekly reviews are hard because it is simply difficult, in a practical sense, to take an hour or two off and focus on the bigger picture. This difficulty is compounded by psychological factors – for one thing, most of us feel our moment-to-moment involvement in our work is essential, and if we’re not actually working on work – even busy work – we fear things will fall apart. For another thing, spending a couple hours thinking about our work doesn’t feel like work – it can take some time to get into our heads that this “meta-work” is an important part of our work as a whole.

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    There are emotional reasons as well. For one thing, I think most of us are just afraid, on some level, of spending that much time with ourselves. What kind of stuff are we going to find out? Self-reflection can be scary! Also, most of us have been raised to see such self-reflection as kind of selfish – who are we to deserve that kind of scrutiny? That leads us not to trust ourselves, which leads to a lack of honesty that undermines the weekly review habit – you can’t build a trusted system without trusting yourself!

    For me, there has always been some combination of these factors. My schedule is kind of chaotic – not just because of disorganization but because as an academic part of my job is to respond to whatever my 150 students in any given semester throw at me, and to do so fairly quickly. In my other life as a writer, while I can block out time to work, I am somewhat at the whim of editors, clients, and of course my audiences – who knows what emergency next week will bring?

    All that chaos has made it difficult for me to engage myself in a weekly review consistently – every effort has lasted a few weeks then fallen to the wayside as the rest of my life piled up (a sign, perhaps, that I wasn’t doing it very well anyway). On top of that, too much of what I do in weekly reviews gets waylaid later on as I put my plans into practice, which has made it harder and harder to trust myself, which again is bad for my trusted system.

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    A return to trust

    I know all this, so when I started the process of recommitting myself to building a system as close as possible to GTD, I knew I’d have to deal with it.

    Fortunately, I have a few things working in my favor, and I think I’ve done a couple things right in laying the groundwork this time around.

    While I haven’t always been very good about the weekly review, I have generally been good about keeping my lists up-to-date, and about doing “mini-reviews” – scrolling through my list of projects every few days to see if there’s anything I could be adding as next actions. This is one of the core practices that makes up the weekly review, so I’ve got that part down, and can build on it.

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    What makes me more hopeful this time around is that I’ve added a list of Areas of Focus to my setup, the idea being that not only do I generate tasks from my list of projects, but I generate projects and tasks from my Areas of Focus list. This should help me keep on track, since a) it’s something I don’t do in my “mini-reviews”, and b) it leads into the “looking forward” part of the weekly review, which is the part that I think scares me (and others) off.

    That leaves, of course, the practical concern of scheduling the time in. Fridays are a natural for me, since I rarely work on Fridays – but although I’ve been doing Friday weekly reviews for the last couple weeks, I’m thinking Mondays might be better, since they put me “closer to the action” – I have a better idea of what’s going on around me at the beginning of the week than I do guessing what might be going on at the end of the previous week.

    Getting weekly reviews done

    As I said at the beginning of this post, weekly reviews are important – rather than being a drain on your available work time, done right the weekly review should add not only to your work time but your confidence and calmness about doing that work. For a sense of what a weekly review should look like, have a look at my Back to Basics post from last year.

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    More than anything else, though, a weekly review is a point of connection between you and your work. We live in a go-go-go society where work – any work – is expected of each of us, all the time. Americans, especially, work harder than just about anyone – not necessarily more efficiently or on more important things, but longer hours and with fewer breaks. It’s all too easy in all this rush of work for work’s sake to lose track of why we’re doing it and of what it has to do with us as people.

    A weekly review is about task management and scheduling, but it’s also about reconnecting with our work in a personal way, evaluating our work in terms of higher-purpose goals and life objectives, aligning the work we do today with the dreams we have of tomorrow. We aren’t afforded many moments like that in life, so it’s important that we create them for ourselves.

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    Last Updated on October 13, 2020

    How to Get Promoted When You Feel Stuck in Your Current Position

    How to Get Promoted When You Feel Stuck in Your Current Position

    Have you been stuck in the same position for too long and don’t really know how to get promoted and advance your career?

    Feeling stuck could be caused by a variety of things:

    • Taking a job for the money
    • Staying with an employer that no longer aligns with your values
    • Realizing that you landed yourself in the wrong career
    • Not feeling valued or feeling underutilized
    • Taking a position without a full understanding of the role

    There are many other reasons why you may be feeling this way, but let’s focus instead on learning what to do now in order to get unstuck and get promoted

    One of the best ways to get promoted is by showing how you add value to your organization. Did you make money, save money, improve a process, or do some other amazing thing? How else might you demonstrate added value?

    Let’s dive right in to how to get promoted when you feel stuck in your current position.

    1. Be a Mentor

    When I supervised students, I used to warm them — tongue in cheek, of course — about getting really good at their job.

    “Be careful not to get too good at this, or you’ll never get to do anything else.”

    This was my way of pestering them to take on additional challenges or think outside the box, but there is definitely some truth in doing something so well that your manager doesn’t trust anyone else to do it.

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    This can get you stuck.

    Jo Miller of Be Leaderly shares this insight on when your boss thinks you’re too valuable in your current job:

    “Think back to a time when you really enjoyed your current role…You became known for doing your job so well that you built up some strong ‘personal brand’ equity, and people know you as the go-to-person for this particular job. That’s what we call ‘a good problem to have’: you did a really good job of building a positive perception about your suitability for the role, but you may have done ‘too’ good of a job!”[1]

    With this in mind, how do you prove to your employer that you can add value by being promoted?

    From Miller’s insight, she talks about building your personal brand and becoming known for doing a particular job well. So how can you link that work with a position or project that will earn you a promotion?

    Consider leveraging your strengths and skills.

    Let’s say that the project you do so well is hiring and training new entry-level employees. You have to post the job listing, read and review resumes, schedule interviews, make hiring decisions, and create the training schedules. These tasks require skills such as employee relations, onboarding, human resources software, performance management, teamwork, collaboration, customer service, and project management. That’s a serious amount of skills!

    Are there any team members who can perform these skills? Try delegating and training some of your staff or colleagues to learn your job. There are a number of reasons why this is a good idea:

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    1. Cross-training helps in any situation in the event that there’s an extended illness and the main performer of a certain task is out for a while.
    2. As a mentor to a supervisee or colleague, you empower them to increase their job skills.
    3. You are already beginning to demonstrate that added value to your employer by encouraging your team or peers to learn your job and creating team players.

    Now that you’ve trained others to do that work for which you have been so valued, you can see about re-requesting that promotion. Explain how you have saved the company money, encouraged employees to increase their skills, or reinvented that project of yours.

    2. Work on Your Mindset

    Another reason you may feel stuck in a position is explained through this quote:

    “If you feel stuck at a job you used to love, it’s normally you—not the job—who needs to change. The position you got hired for is probably the exact same one you have now. But if you start to dread the work routine, you’re going to focus on the negatives.”[2]

    In this situation, you should pursue a conversation with your supervisor and share your thoughts and feelings to help you learn how to get promoted. You can probably get some advice on how to rediscover the aspects of that job you enjoyed, and negotiate either some additional duties or a chance to move up.

    Don’t express frustration. Express a desire for more.

    Present your case and show your boss or supervisor that you want to be challenged, and you want to move up. You want more responsibility in order to continue moving the company forward. Focus on how you can do that with the skills you have and the positive mindset you’ve cultivated.

    3. Improve Your Soft Skills

    When was the last time you put focus and effort into upping your game with those soft skills? I’m talking about those seemingly intangible things that make you the experienced professional in your specific job skills[3].

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    Use soft skills when learning how to get promoted.

      According to research, improving soft skills can boost productivity and retention 12 percent and deliver a 250 percent return on investment based on higher productivity and retention[4]. Those are only some of the benefits for both you and your employer when you want to learn how to get promoted.

      You can hone these skills and increase your chances of promotion into a leadership role by taking courses or seminars.

      Furthermore, you don’t necessarily need to request funding from your supervisor. There are dozens of online courses being presented by entrepreneurs and authors about these very subjects. Udemy and Creative Live both feature online courses at very reasonable prices. And some come with completion certificates for your portfolio!

      Another way to improve your soft skills is by connecting with an employee at your organization who has a position similar to the one you want.

      Express your desire to move up in the organization, and ask to shadow that person or see if you can sit in on some of their meetings. Offer to take that individual out for coffee and ask what their secret is! Take copious notes, and then immerse yourself in the learning.

      The key here is not to copy your new mentor. Rather, you want to observe, learn, and then adapt according to your strengths.

      4. Develop Your Strategy

      Do you even know specifically why you want to learn how to get promoted? Do you see a future at this company? Do you have a one-year, five-year, or ten-year plan for your career path? How often do you consider your “why” and insure that it aligns with your “what”?

      Sit down and make an old-fashioned pro and con list.

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      Write down every positive aspect of your current job and then every negative one. Which list is longer? Are there any themes present?

      Look at your lists and choose the most exciting pros and the most frustrating cons. Do those two pros make the cons worth it? If you can’t answer that question with a “yes,” then getting promoted at your current organization may not be what you really want[5].

      The two most important days in your life are the day you are born and the day you find out why. —Mark Twain

      Here are some questions to ask yourself:

      • Why do you do what you do?
      • What thrills you about your current job role or career?
      • What does a great day look like?
      • What does success look and feel like beyond the paycheck?
      • How do you want to feel about your impact on the world when you retire?

      Define success to get promoted

        These questions would be great to reflect on in a journal or with your supervisor in your next one-on-one meeting. Or, bring it up with one of your work friends over coffee.

        Final Thoughts

        After considering all of these points and doing your best to learn how to get promoted, what you might find is that being stuck is your choice. Then, you can set yourself on the path of moving up where you are, or moving on to something different.

        Because sometimes the real promotion is finding your life’s purpose.

        More Tips on How to Get Promoted

        Featured photo credit: Razvan Chisu via unsplash.com

        Reference

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