The 10-step process of learning GTD?

mcogilvie

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I sometimes think that learning GTD produces several well-defined stages that we see over and over again, similar to the well known stages of grief.
Here's an attempt to codify the process. Let me know what you think.

Pre-GTD:

1) Shock and denial: I'll catch up soon. I know what I'm doing.
2) Pain and guilt: I missed an important deadline. This is going to be trouble. Why do I keep on doing this?
3) Anger and bargaining: just let me get through this rough spot, and then I'll be really organized again. It's not my fault anyway.
4) Depression and loneliness: nobody understands, my problems are unique.

Learning GTD:

5) Shock and denial 2: This GTD system is too complicated. I don't need it.
6) Pain and guilt 2: I can't stand to look at my backlog of email, actions, reading, et cetera.
7) Anger and bargaining 2: Why doesn't someone make the tool I need for GTD? Just let me find the right tool, then I'll do fine.
8) Depression and loneliness 2: nobody understands, my problems are unique. They don't make tools that work for me.

Accepting GTD:

9) Working though the GTD process: Adopting better habits is starting to make a difference. The big problems are not so big anymore.
10: Acceptance: GTD gives me tools I can use anytime to make my life better. I may stumble off the path, but I know how to get back on it.

I'm not saying everyone learning GTD goes through these steps by any means, but I do think we see most of these in the forums.
 

Folke

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mcogilvie said:
I'm not saying everyone learning GTD goes through these steps by any means, but I do think we see most of these in the forums.

Yes, I have often had a similar impression when reading these forums. Many probably have come by that route.

But when I read various app forums and how people there often refer to GTD I also often pick up entirely different kinds of vibes.

One of the alternative routes to GTD seems to be people whose pre-GTD phase was not at all the chaotic (unawakened) type described above, but rather had a mature, harmonic, efficient mode of dealing with things, almost like the third stage "Accepting ..", the main difference being that it was not "GTD" as such they had accepted but perhaps something partly equivalent that they had learned elsewhere or by themselves and were quite comfortable with. For example, people in this camp seem to take inboxes and mailboxes etc for a given, and know they have to go through these regularly - inbox zero is a non-issue here. Properly phrased next actions is also a given. Sorting out old junk is another given, and so is filing reference material. Etc. Etc. They just did not know yet that these elements also happen to be integral parts of other methodologies, such as GTD.

Then in the second stage, when these people decide to learn GTD specifically, you tend to see quite varying reactions. They had probably all been looking for ways to make their old system even better, but what they discovered was either that they got either too much detail or too little detail out of it. Or they liked the gentle confirmation that what they had been doing and thinking all along was essentially more or less the same, but now they had a nice name for it and a book to refer other people to.

And then the third stage would be the same - acceptance - until you go for a new hunt for something even better.
 

TesTeq

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Folke said:
One of the alternative routes to GTD seems to be people whose pre-GTD phase was not at all the chaotic (unawakened) type described above, but rather had a mature, harmonic, efficient mode of dealing with things

David Allen often says in the interviews that "the people that need GTD the least are the most attracted to it."
 

Andyhough

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This is a good place to ask my question. 7.1 I have committed to using GTD, found a good tool (Remeber the Milk) loaded everything in my lists, am totally overwhelmed by the volume of stuff I need to do. Is there something I missed setting it up?
 

Gardener

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Andyhough said:
This is a good place to ask my question. 7.1 I have committed to using GTD, found a good tool (Remeber the Milk) loaded everything in my lists, am totally overwhelmed by the volume of stuff I need to do. Is there something I missed setting it up?

My first thought is, move things to Someday/Maybe until you're no longer overwhelmed by what's left.
 

Oogiem

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Andyhough said:
loaded everything in my lists, am totally overwhelmed by the volume of stuff I need to do.
You always had that amount of stuff just that now you know how much there is.

Someday/Maybe is your friend, prune until you can breathe then add back slowly.
 

Folke

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Andyhough said:
... loaded everything in my lists, am totally overwhelmed by the volume of stuff I need to do.

This statement tallies perfectly with the OP's item #6 (Pain and guilt 2), and the two answers tally perfectly with the OP's item #9 (Working though the GTD process).
 

Todd V

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Very nice! I wrestled with some of this when I wanted to incorporate a "reward system" for my GTD implementation. I remembered David Allen applied some of the principles from his background in the martial arts and so I tried thinking through what would would it look like for there to be "belt levels" for Getting Things Done.

This is eventually what I came up with: Belt Levels

What I discovered is that there is a pendulum swing between perspective and control as one starts with getting the inbox to empty (control) and then moves onto clarifying some projects (perspective). One then masters the consistency of the weekly review (control) before becoming aware of the vertical dimensions of projects (perspective). Moving up to the black belts has to do with stress-free productivity. There is little new to learn in terms of skill there. What is most important at the black belt levels is "recognizing one's limits" and "knowing when (and whether) to act or not act".

I know for me, sometimes it feels like I'm not getting things done (because I am not cranking through my action lists). But part of this has to do with the clarity I have when everything is in its place. I can act on it when I want to, but I do not have this gnawing feeling at the back of my mind that there could be something slipping through the cracks. I can work it when I want/need to work it. I just have to make sure to refresh it often enough (usually once a week). But that is one of the subtle benefits of GTD: It allows you to be more present to what is in front of you (which is the "mind-like-water" of the martial arts).

Do you find any of this to be true for you?
 

TesTeq

Registered
So let's dig the GTD belts from the ancient times of this forum:

Anonymous said:
Belt Testing Newsletter Quote

I got the newsletter in an email on Wednesday. Here is the part about what belt...

“READY TO TEST FOR YOUR BELT?”

Lately some rather sophisticated people have asked me what I initially thought was a rather unsophisticated question: “How do I know what belt I’m at?” In other words, in the martial art of workflow, they wanted to know how well they were doing - how far they were from earning the coveted black belt in the Getting Things Done school of self management. One, a senior engineer, said, “David, you keep referring to ‘black belt’ and several of the attributes it signifies. There must be some way to determine how far along we might be in that continuum.” Though he excused his curiosity in the matter to his system-oriented mindset, I realized he had a good point. When I studied karate, the belt rankings were highly useful as milestones, often motivating me to keep going when I would hit plateaus in my training during which I wasn’t very aware of my progress. As I went from white to green to brown belt rankings over the course of four years, I could sense the next level up as a reachable step, when black belt would seem too elusive a goal.

So for those of you who may share that interest in some kind of marker for determining your rank, I’ll proffer a set of characteristics for the belts.

White Belt

You’ve recognized the art of workflow management as something to get personally better at. White belt is actually a rank to be proud of - it means you’ve begun, which puts you ahead of those who are not conscious of, or not interested in, improving your game. You’ve had a taste of what it’s like to clear the decks, with perhaps a Mind Sweep and an initial gathering of things that have your attention in your work area and maybe at home as well. You’ve become more conscious of your in-basket as a place to toss still unprocessed stuff. You’re writing things down a little more than you previously did, a little more consistently. You’ve made a stab at setting up some sort of list-management tool and structure.

Green Belt

You’ve got some lists that you use regularly, and you’re comfortable with your system for some basic things. A self-management tool is with you most of the time. You’ve tasted the thrill of zero in your e-mail in-basket a few times. You’ve set up a workable paper-based filing system, and have a labeler you use yourself. You’ve purged and organized at least one major “black hole” storage area at work or at home. You’ve actually done one relatively thorough Weekly Review and tasted the accompanying on-top-and-in-charge feeling. You’ve started to swear by the Two-Minute Rule. You’ve got some sort of portable note-taking device you’re actually using now and then. You try to convince people around you how cool all this stuff is and that they should do it too. “What are we trying to accomplish?” and “What’s the next action?” are creeping into your operational vocabulary with others at work.

Brown Belt

You don’t hesitate to write things down, even when old-fashioned people around you aren’t. You no longer need a reminder to get your head empty regularly. You’re doing “Monthly Weekly Reviews.” Home and office are equally under control. “List maker” is no longer a pejorative. No notes are left on legal pads. E-mail is a zero at least once a week. Processing your paper in-basket is actually fun, most of the time. You have a “Projects” list that is probably 75% complete and current. In the dentist’s office, you have your own reading material. You’ve stopped interrupting people around you for non-emergency communications, choosing e-mail or notes into their in-baskets instead. You’re feeling comfortable with a big list of undone actions. You’ve set up a Someday/Maybe list and have moved items there from your Projects lists, and vice-versa. You don’t share your labeler. All paper-based reference that won’t stand up by itself is in your files, and you actually like to file stuff. You’re somewhat intolerant of those who don’t exercise the same best practices. You’ve started some good checklists. You know what to do with almost everything. Your next-action lists are actually next actions, not small sub-projects. A majority of your focus is thinking about your stuff instead of of it. “What are we trying to accomplish?” and “What’s the next action?” are creeping into your operational vocabulary with others at home.

Black Belt

You have to look at your Calls list to know whom you have to call. You trust your intuitive prioritizing all day long. You can’t stand not doing a complete Weekly Review, and you’re operationally squeaky clean at least every couple of weeks. Your review time regularly takes you down constructive rabbit trails of creative thinking, decision-making, and idea generation. You no longer complain about lack of quality thinking time. You can leave a mountain of stuff in your in-basket and still have a good time, confident it’s all in a trusted system and will get tackled soon enough. You’re using speed keys instead of your mouse. You create useful temporary checklists on a whim. You’re willing to tackle thinking about any project or situation on call. All of your reference files have been reviewed within the last year. Your systems are completely accessible, functional and intact as you move from location to location. Others are highly sensitive to what they bring into your environment. There is little distinction between work and personal - there’s simply a positive focus on whatever you’re doing. You know how (and do) get yourself totally back into control by yourself, when you’ve slipped much longer than you’re comfortable with. You don’t need to convince anyone about the methodology - you’re usually not thinking about it, merely using it. You’ve stopped complaining about e-mail. You’ve lost only a couple of receipts this year. Friends no longer want you to see inside their offices or cars.

Black belt - 2nd Degree

Time has disappeared, most of the time. You often move fast, but you’re seldom busy. When you’re playing with the dog, you’re not thinking about any of the big stuff - you’ve already thought about it. You know what every key in your desk drawer is for.
 

PeterW

Registered
mcogilvie said:
I sometimes think that learning GTD produces several well-defined stages that we see over and over again, similar to the well known stages of grief.
Here's an attempt to codify the process. Let me know what you think.

I'm not saying everyone learning GTD goes through these steps by any means, but I do think we see most of these in the forums.

That is beautiful. Absolutely love it.

I've lost count of the number of times that I've seen #7 and #8 in the forums here and also in software forums.

And I was amused that the forum software turned #8 into 8) although perhaps it should have been :( .
 

SherGTD

Registered
mcogilvie said:
I sometimes think that learning GTD produces several well-defined stages that we see over and over again...

I see individuals cycle between "Pre-GTD" and "Learning GTD". They get a system set up but don't keep it or fully commit to it, and they end up back to a stressful, disorganized, "Pre-GTD" space again.

To jump out of that loop into "Accepting GTD", I think it's necessary to fully commit to consistently practicing GTD (this usually means doing Weekly Reviews) in order to trust that our GTD habits will support us, even when we stumble.
 
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