To make knowledge productive, we will have to learn to see both forest and tree. We will have to learn to connect.
— Peter F.
This is perhaps the biggest challenge of all. Once you've tasted what it's like to have a clear head and feel in control of everything that's going on, can you do what you need to to maintain that as an operational standard? The many years I've spent researching and implementing this methodology with countless people have proved to me that the magic key to the sustainability of the process is the Weekly Review.
The Power of the Weekly Review
If you're like me and most other people, no matter how good your intentions may be, you're going to have the world come at you faster than you can keep up. Many of us seem to have it in our natures consistently to entangle ourselves in more than we have the ability to handle. We book ourselves back to back in meetings all day, go to after-hours events that generate ideas and commitments we need to deal with, and get embroiled in engagements and projects that have the potential to spin our creative intelligence into cosmic orbits.
That whirlwind of activity is precisely what makes the Weekly Review so valuable. It builds in some capturing, revaluation, and reprocessing time to keep you in balance. There is simply no way to do this necessary regrouping while you're trying to get everyday work done.
You will invariably take in more opportunities than your system can process on a daily basis.
The Weekly Review will also sharpen your intuitive focus on your important projects as you deal with the flood of new input and potential distractions coming at you the rest of the week. You're going to have to learn to say no — faster, and to more things — in order to stay afloat and comfortable. Having some dedicated time in which to at least get up to the project level of thinking goes a long way toward making that easier.
What Is the Weekly Review?
Very simply, the Weekly Review is whatever you need to do to get your head empty again. It's going through the five phases of workflow management — collecting, processing, organizing, and reviewing all your outstanding involvements — until you can honestly say, "I absolutely know right now everything I'm not doing but could be doing if I decided to."
From a nitty-gritty, practical standpoint, here is the drill that can get you there:
Loose Papers Pull out all miscellaneous scraps of paper, business cards, receipts, and so on that have crept into the crevices of your desk, clothing, and accessories. Put it all into your in-basket for processing.
Process Your Notes Review any journal entries, meeting notes, or miscellaneous notes scribbled on notebook paper. List action items, projects, waiting-fors, calendar events, and someday/ maybes, as appropriate. File any reference notes and materials. Stage your "Read/Renew" material. Be ruthless with yourself, processing all notes and thoughts relative to interactions, projects, new initiatives, and input that have come your way since your last download, and purging those not needed.
Previous Calendar Data Review past calendar dates in detail for remaining action items, reference information, and so on, and transfer that data into the active system. Be able to archive your last week's calendar with nothing left uncaptured.
Upcoming Calendar Look at future calendar events (long-and short-term). Capture actions about arrangements and preparations for any upcoming events.
Empty Your Head Put in writing (in appropriate categories) any new projects, action items, waiting-fors, someday/maybes, and so forth that you haven't yet captured.
Review "Projects" (and Larger Outcome) Lists Evaluate the status of projects, goals, and outcomes one by one, ensuring that at least one current kick-start action for each is in your system.
Review "Next Actions" Lists Mark off completed actions. Review for reminders of further action steps to capture.
Review "Waiting For" List Record appropriate actions for any needed follow-up. Check off received items.
Review Any Relevant Checklists Is there anything you haven't done that you need to do?
Review "Someday/Maybe" List Check for any projects that may have become active and transfer them to "Projects." Delete items no longer of interest.
Review "Pending" and Support Files Browse through all work-in-progress support material to trigger new actions, completions, and waiting-fors.
Be Creative and Courageous Are there any new, wonderful, hare-brained, creative, thought-provoking, risk-taking ideas you can add to your system?
This review process is common sense, but few of us do it as well as we could, and that means as regularly as we should to keep a clear mind and a sense of relaxed control.
"Point of view" is that quintessential!)? human solution to information overload, an intuitive process of reducing things to an essential relevant and manageable minimum. . In a world of hyper abundant content, point of view will become the scarcest of resources.
— Paul
The Right Time and Place for the Review
The Weekly Review is so critical that it behooves you to establish good habits, environments, and tools to support it. Once your comfort zone has been established for the kind of relaxed control that Getting Tilings Done is all about, you won't have to worry too much about making yourself do your review — you'll have to to get back to your personal standards again.
Until then, do whatever you need to, once a week, to trick yourself into backing away from the daily grind for a couple of hours — not to zone out, but to rise up at least to "10,000 feet" and catch up.
If you have the luxury of an office or work space that can be somewhat isolated from the people and interactions of the day, and if you have anything resembling a typical Monday-to-Friday workweek, I recommend that you block out two hours early every Friday afternoon for the review. Three factors make this an ideal time:
• The events of the week are likely to be still fresh enough for you to be able to do a complete postmortem ("Oh, yeah, I need to make sure I get back to her about…").
• When you (invariably) uncover actions that require reaching people at work, you'll still have time to do that before they leave for the weekend.
• It's great to clear your psychic decks so you can go into the weekend ready for refreshment and recreation, with nothing on your mind.
You may be the kind of person, however, who doesn't have normal weekends. I, for example, often have as much to do on Saturday and Sunday as on Wednesday. But I do have the luxury(?) of frequent long plane trips, which provide an ideal opportunity for me to catch up. A good friend and client of mine, an executive in the world's largest aerospace company, has his own Sunday-night ritual of relaxing in his home office and processing the hundreds of notes he's generated during his week of back-to-back meetings.
Whatever your life-style, you need a weekly regrouping ritual. You likely have something like this (or close to it) already. If so, leverage the habit by adding into it a higher-altitude review process.
The people who find it hardest to make time for this review are those who have constantly on-demand work and home environments, with zero built-in time or space for regrouping. The most stressed professionals I have met are the ones who have to be mission-critically reactive at work (e.g., high-level equities traders and chiefs of staff) and then go home to a couple of under-ten-year-old children and a spouse who also works. The more fortunate of them have a one-hour train commute.