If you’re following me on Facebook, you’ll read my comment about doing my weekly and monthly review on Friday. The review is an idea that I picked up from David Allen’s Getting Things Done. It goes hand in hand with his Action lists. To circumvent your brain’s haphazard filing and memory system, everything you need to do is written down on paper or electronically.
At the beginning of the year, I spent time doing my Annual Review and mapping out my goals with a plan. Then I got sick halfway through January, and focused only on the day to day. Now that I’m feeling better, it’s time to touch base with my Annual Review plan and make sure our family is on track with our yearly plan.
Setting up your Weekly Review: The Lists
To get started, you touch base with all the data inputs in your life, i.e. email, inbox, to do list, phone messages, bill folder, school schedule. Every actionable item goes onto a list. The lists are organized by context or project.
My items to review:
- paper calendar
- Google calendar
- tickler file
- Inbox in Evernote
- Project Notebooks in Evernote
- Next Action Lists in Evernote
Note: when it’s time to do an action item on a project list, I transfer that action item to a Next Action List which are context-specific.
My Next Action Lists
- waiting on
- errand list
Doing the Review
At the end of a week, I review all the items on my list, checking off what’s done, and moving new items to the appropriate Next Action List. If it’s the beginning of the month, I review the commitments and projects for the month. If I have birthdays or anniversaries coming up, I tuck the cards into my Tickler Files. Any invitations with information on them also are tucked into the Tickler Files.
While I love doing the weekly review, my only issue with the system is my visual need for a list on paper. I love writing my tasks and notes down and then crossing them off. This weekend, I decided to buy a weekly desktop calendar to put on my kitchen counter. I wrote out my daily tasks along with what’s for dinner each day. Yes, it’s repeating the electronic lists. Maybe having all those lists were overwhelming? Maybe I just need something simple on a daily basis?
Share your thoughts on managing life weekly in the comments. I’d love to hear what works for you!
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