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Get a publicist
Finish new orchard planting
R&D joint-venture video project
Produce new training compact disk
Establish next year’s seminar schedule
Orchestrate a one-hour keynote presentation
Get proficient with videoconferencing access
Finalize employment agreements
Install new backyard lights
Establish formal relationships with South American rep
Finalize staff policies and procedures
Get a new living-room chair
Projects do not need to be listed in any particular order, whether by size or by priority. They just need to be on a master list so you can review them regularly enough to ensure that appropriate next actions have been defined for each of them.
You don’t actually do a project; you can only do action steps related to it. When enough of the right action steps have been taken, some situation will have been created that matches your initial picture of the outcome closely enough that you can call it “done.” The list of projects is the compilation of finish lines we put before us, to keep our next actions moving on all tracks appropriately.
Project Support Material
For many of your projects, you will accumulate relevant information that you will want to organize by theme or topic or project name. Your “Projects” list will be merely an index. All of the details, plans, and supporting information that you may need as you work on your various projects should be contained in separate file folders, computer files, notebooks, or binders.
Support Materials and Reference Files Once you have organized your project support material by theme or topic, you will probably find that it is almost identical to your reference material and could be kept in the same reference file system (a “Wedding” file could be kept in the general-reference files, for instance). The only difference is that in the case of active projects, support material may need to be reviewed on a more consistent basis to ensure that all the necessary action steps are identified.
I usually recommend that people store their support materials out of sight. If you have a good working reference file system close enough at hand, you may find that that’s the simplest way to organize them. There will be times, though, when it’ll be more convenient to have the materials out and instantly in view and available, especially if you’re working on a hot project that you need to check references for several times during the day. File folders in wire standing holders or in stackable trays within easy reach can be practical for this kind of “pending” paperwork.
The Next-Action Categories
As the Workflow Diagram makes clear, the next-action decision is central. That action needs to be the next physical, visible behavior, without exception, on every open loop.
Any less-than-two-minute actions that you perform, and all other actions that have already been completed, do not, of course, need to be tracked; they’re done. What does need to be tracked is every action that has to happen at a specific time or on a specific day (enter these in your calendar); those that need to be done as soon as they can (add these to your “Next Actions” lists); and all those that you are waiting for others to do (put these on a “Waiting For” list).
Calendar
Reminders of actions you need to take fall into two categories: those about things that have to happen on a specific day or time, and those about things that just need to get done as soon as possible. Your calendar handles the first type of reminder.
Three things go on your calendar:
• time-specific actions;
• day-specific actions; and
• day-specific information.
Time-Specific Actions This is a fancy name for appointments. Often the next action to be taken on a project is attending a meeting that has been set up to discuss it. Simply tracking that on the calendar is sufficient.
Day-Specific Actions These are things that you need to do sometime on a certain day, but not
Get a publicist
Finish new orchard planting
R&D joint-venture video project
Produce new training compact disk
Establish next year’s seminar schedule
Orchestrate a one-hour keynote presentation
Get proficient with videoconferencing access
Finalize employment agreements
Install new backyard lights
Establish formal relationships with South American rep
Finalize staff policies and procedures
Get a new living-room chair
Projects do not need to be listed in any particular order, whether by size or by priority. They just need to be on a master list so you can review them regularly enough to ensure that appropriate next actions have been defined for each of them.
You don’t actually do a project; you can only do action steps related to it. When enough of the right action steps have been taken, some situation will have been created that matches your initial picture of the outcome closely enough that you can call it “done.” The list of projects is the compilation of finish lines we put before us, to keep our next actions moving on all tracks appropriately.
Project Support Material
For many of your projects, you will accumulate relevant information that you will want to organize by theme or topic or project name. Your “Projects” list will be merely an index. All of the details, plans, and supporting information that you may need as you work on your various projects should be contained in separate file folders, computer files, notebooks, or binders.
Support Materials and Reference Files Once you have organized your project support material by theme or topic, you will probably find that it is almost identical to your reference material and could be kept in the same reference file system (a “Wedding” file could be kept in the general-reference files, for instance). The only difference is that in the case of active projects, support material may need to be reviewed on a more consistent basis to ensure that all the necessary action steps are identified.
I usually recommend that people store their support materials out of sight. If you have a good working reference file system close enough at hand, you may find that that’s the simplest way to organize them. There will be times, though, when it’ll be more convenient to have the materials out and instantly in view and available, especially if you’re working on a hot project that you need to check references for several times during the day. File folders in wire standing holders or in stackable trays within easy reach can be practical for this kind of “pending” paperwork.
The Next-Action Categories
As the Workflow Diagram makes clear, the next-action decision is central. That action needs to be the next physical, visible behavior, without exception, on every open loop.
Any less-than-two-minute actions that you perform, and all other actions that have already been completed, do not, of course, need to be tracked; they’re done. What does need to be tracked is every action that has to happen at a specific time or on a specific day (enter these in your calendar); those that need to be done as soon as they can (add these to your “Next Actions” lists); and all those that you are waiting for others to do (put these on a “Waiting For” list).
Calendar
Reminders of actions you need to take fall into two categories: those about things that have to happen on a specific day or time, and those about things that just need to get done as soon as possible. Your calendar handles the first type of reminder.
Three things go on your calendar:
• time-specific actions;
• day-specific actions; and
• day-specific information.
Time-Specific Actions This is a fancy name for appointments. Often the next action to be taken on a project is attending a meeting that has been set up to discuss it. Simply tracking that on the calendar is sufficient.
Day-Specific Actions These are things that you need to do sometime on a certain day, but not
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