Examples of GTD in real-world practice

OCDMike82

Registered
There seems to be no shortage of content on how to build your GTD system, but short of hiring a coach, are there any examples or courses on how GTD is used in actual practice?

For example, X ends up in my inbox, and I decide it's support material for Next Action Y or project Z; here's what recalling that support material would look like in practice when I'm ready to handle the next action.

I hope I'm making sense. I want to see the mind-like-water workflow in action. I've read GTD and Making it All Work, but I want to see how other people do this when the rubber meets the road.
 
There are lots of opportunities for customizing how you handle these things. I use Bear and Apple Notes for some notes, GoodLinks for websites, and 1Password for the nuclear launch codes. But the tool only influences the workflow, it’s not the workflow. Things 3 is good for me, because it supports a lot of different but simple approaches to organizing projects. I’ll often have little sections of Markdown text that contain my current thinking using headers and bulleted lists for capturing project state as well as future plans. The GTD book is pretty good on all this. Like David Allen, I find that no two projects are exactly the same. In general, the Natural Planning Model is a good way to get back to enough clarity to get moving.
 
There are so many ways to do each thing in our systems that the overall system is going to differ wildly. For instance... you get an email with travel instructions in it.

- Some people leave in their Inbox til its done
- Some Flag/Favourite then archive it
- Some move it to a Travel sub-folder
- Some copy and paste the instructions into their calendar
- Some have a notes app they put it in
- Some have a folder of support material they drag the email into

And so on. Same with every bit of information, there's lots of ways to handle it.

For me personally, I prefer to leave things where they land if I can, and use Hookmark to link it to my Project in my task manager. For everything else, I create a sub-folder in a Project Support folder with the same name as the Project, link it to the Project, then put any drafts and things in there.
 
The Slice of GTD Life interviews have people talking about their system. It has been going for years and there is quite the back catalogue! Is this the sort of thing you are looking for?
 
The Slice of GTD Life interviews have people talking about their system. It has been going for years and there is quite the back catalogue! Is this the sort of thing you are looking for?
I think so. I want to see the system in action, so to speak. Not just capture and organize, but execution when reference or support material is needed, if that makes sense.
 
I don't think you quite get that from the Slice of Life interviews. You get people talking about how they use their system, but you don't get to sit with them while they work for an hour.
 
I use Excel as my trusted GTD system for next actions and listing all my projects and commitments, OneNote is all my project support, reference, ideas, maybe etc.
For example an email came in asking if my company wanted to appoint a representative to a development committee. I check the location and confirm it is an area my company cares about, but it's not a core focus for my team. So I have a quick think and decide the next action is to organise a meeting to discuss it. Can I do this in 2 minutes? Yes, I send of a quick email proposing a meeting. I add the next action (context Waiting For) and project to my Excel spreadsheet, and I include the date of the email and the name so it is easy to search for the email. I move the emails to my @ACTION SUPPORT folder and that is all I need to do for now.
I have my @ACTION SUPPORT folder organised by conversations so all the emails stay grouped together.
If the email contains a lot of useful project support then that info would also get added to my OneNote project support.
 
There seems to be no shortage of content on how to build your GTD system, but short of hiring a coach, are there any examples or courses on how GTD is used in actual practice?

For example, X ends up in my inbox, and I decide it's support material for Next Action Y or project Z; here's what recalling that support material would look like in practice when I'm ready to handle the next action.

I hope I'm making sense. I want to see the mind-like-water workflow in action. I've read GTD and Making it All Work, but I want to see how other people do this when the rubber meets the road.
One GTD Sheet . . . make it work . . . craft One Digital GTD Sheet . . . otherwise life's variables (GTD parameters) will (with 99% probability?) Compound exponentially to GTD bankruptcy?

Somehow, someway . . . even if painful . . . even if it's uncomfortable . . . no matter what . . . imperfectly add anything new to what already exists until numbness shows its 'sabotaging' head . . . only reason to 'add' and additional 'add' to the one imperfect decided upon trusted tool format for one's personal GTD system?

One Life . . . one GTD 'painting' to go to as an objective work of art of one's subjective life expressed through GTD?

One 'numbing' list is much, much easier to rectify than multiple 'numbing' lists?

Alas, one grinds one's life into submission or one's life grinds one into submission?

As one sees GTD fits best
 
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This is a fantastic question, and it highlights the exact gap between reading GTD theory and making the "mind like water" workflow happen in the real world. Echoing what others have said about tools just being enablers and the core being the processing logic, I'd like to share my perspective on how support material is actually used during execution.

Following the traditional GTD processing logic, when "stuff" hits your inbox, you first determine if it's actionable. If it's not, it goes straight to Reference. But if it is actionable, you have to ask the critical question: "What's the next action?" This is where the real work happens.

When you decide that file X is support material for Project Z, you've essentially only completed the "Organize" phase. In practice, you can't directly "execute" an entire raw document. Support material doesn't magically spoon-feed you the tasks; you have to process and break it down.

For example, let's say the document outlines the goals, execution processes, and acceptance criteria for a specific outcome. You need to spend time digesting it and extracting a series of concrete Next Actions. When it's time to execute, you refer to your extracted action list, not the whole raw document. Whether you summarize it yourself or use AI to extract the to-do list, this "processing" step is mandatory and cannot be skipped.

Regarding storage and retrieval, my habit is straightforward: don't hesitate to create dedicated folders.Since most work is digital now, I create a dedicated digital folder for each project. If it's a physical document, I simply get a physical folder for it.For my notes, I personally use a physical notebook, borrowing the "Collection" concept from Bullet Journaling. I dedicate a few pages to a project, writing down only the distilled core goals, key standards, and milestones. If you prefer digital note-taking apps like Obsidian, the logic is exactly the same: create a dedicated note or page for that project to hold these extracted essentials.

So, when the rubber meets the road, my real-world workflow looks like this:
  1. I see Next Action Y in my task manager.
  2. I open the project "Collection" in my notebook (or Obsidian) to quickly review the core standards and requirements.
  3. If I need deeper details while executing, I use that as a bridge to look up the raw support material in the dedicated project folder (digital or physical).

This "processing" step is the necessary bridge between organizing and executing. Hope this real-world scenario helps clarify things for you!
 
For me, I keep it as simple as possible. I put a project on my project list and the very next action (and only that action) goes in context on my next action list. If it is date specific, and no specific time, it goes on my calendar as an all day event. If it is date and time specific, it goes on that date at the correct time. If it is recurring, I would have it repeat.
 
For me, I keep it as simple as possible. I put a project on my project list and the very next action (and only that action) goes in context on my next action list. If it is date specific, and no specific time, it goes on my calendar as an all day event. If it is date and time specific, it goes on that date at the correct time. If it is recurring, I would have it repeat.
@fooddude

All good . . . your GTD standards are most appreciated . . . thank you very much
 
Hello, Everyone!

I love your question/concern, @OCDMike82, because the implementation of GTD has been really challenging for me. I would really love to see examples that walk through how people do this step by step.

Of course, it would probably be very different for each person. I think that is a main GTD learning: that there is no "right" way to do GTD. Even so, I appreciate clear examples from experienced GTD people about whatever works for them, step by step.

A few minutes ago, I noticed that it had snuck into my awareness that I am feeling uncomfortable. Oh, now that I think about it, I notice that it is about my desk. I do not have enough space with this small desk. I have nowhere to put all the things I need to have on my desk, or nearby, and my desk is small. It is like a balancing act to get things I need in front of me and get other things out of the way.

I was suddenly without a desk when a family member retrieved their table, which I had been using while injured. Since having a surface to work on is essential, I then bought a small folding table/desk It is a nice small folding table, but I realize now that it is too small for me (43" x 19.7"), although it does provide the solid surface I needed. Here's a link:

https://www.amazon.com/dp/B0DWN7H7TS?ref_=ppx_hzsearch_conn_dt_b_fed_asin_title_1&th=1

It has now come to my attention that I am feeling uncomfortable, so from what I have learned in GTD, I need to take that seriously and work out how I can be more comfortable, since that is an open loop and is bothering me. Although in a way it seems trivial, since there are so many other huge things to attend to, it interferes with quite a lot of what I need to get done on a daily basis, and that affects the quality of my life, so I think it matters.

That is as far as I have gone yet, having only just now realized this, and I really don't know what to do about it for good reasons related to my situation due to my injuries. Here is what I have worked out as an example of what I think needs to be done to get this new thing that has my attention into my GTD system (which in full disclosure, I do not yet have operational).

PROCESSING - CAPTURE
1. I notice something that is not the way I want it to be
I feel uncomfortable because of my small desk size and inefficient office setup
2. I capture this into one of my capture tools (I put a post-it note on my desk)
3. I process this into my GTD system.
When would I do that? Probably at my next Weekly (or other interval) Review

PROCESSING - CLARIFY
1. What is it?
I feel uncomfortable about my lack of desk space and difficult accessing supplies and tools.
2. Is this actionable?
Yes. Something needs to be done about it
3. Will take less than two minutes?
No. It will take more time. This means it needs to be deferred to later.
4. Will this be delegated to someone else, or is it mine to do?
This is mine to do, since I have no one to delegate it to.
5. What is the Next Action? This is the very next small, observable, physical
action that needs to be done: Using a blank sheet of copy paper and a
pencil, draw a mind map to clarify the problem. Use colors for emphasis.
6. Is only one single action involved, or is more than one single action involved?
More than one single action will be needed. This action is part of a Project
7. What is my (wildly successful) desired outcome for this Project?
I am delighted to feel so relaxed in my office now that my desk is spacious,
my desk chair is very comfortable, and I can easily access whatever I need.

PROCESSING -ORGANIZE
A. The Next Action
1. This action item is not a date- or time-sensitive event or reminder/tickler, so it does
not go on the Calendar (unless it involves time-blocking, to be determined later).
2. This action item is not waiting for anything, so it does not go on the Waiting For list.
3. This action item does not involve any other people, so it does not go on an Agenda.
4. This action item is therefore being deferred to Next Actions list. I have no Contexts yet,
but for those who do, the Context in which to place the item needs to be determined.

B. The Project
1. Add the Project to the Projects list. Include the Project Number (if any), the Project Name
(if any), and the Desired Outcome. (Envisioning a wildly successful outcome is believed to
be an important means of achieving that desired outcome).
2. Make a Project folder for the Project, and label the folder with the Project number (if any)
and the Project name (if any). This is where anything related to the Project will be located.
(This might also be called a Project Support folder.)
3. Make a Project page for the Project folder. Include the Project Number, Project Name,
and Desired Outcome of the Project. Add the Next Action to the Project's Action Steps.
4. File the Project page in the Project folder. File the Project folder under Active Projects.

ENGAGE
1. Consult the Next Actions List and choose intuitively (this comes with practice) which action
to engage with in view of the context available, the time available, one's current energy level,
and the priority of the item, relative to all commitments available to choose from right now.
OR
2. Block out the desired/available amount of time on the calendar to work on this Next Action,
either once or more, and perhaps regularly.

REVIEW/REFLECT
1. At the Weekly Review (or perhaps even more frequently) review and reflect on this Project.
Determine its status, check off any Next Actions completed, and if all Next Actions for this
Project have been completed, add another new Next Action to move the Project forward.


I wrote this to practice applying what I've been learning about GTD. I think it is a good idea (at least until it becomes second nature) to have a Standard Operating Procedure for GTD, which could be one of those checklists we hear about so much. I think it probably takes a lot of daily practice to really integrate the knowledge of GTD into the trusted GTD system we want.

Warmly,
Emily
 
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Hello, Everyone!

I love your question/concern, @OCDMike82, because the implementation of GTD has been really challenging for me. I would really love to see examples that walk through how people do this step by step.

Of course, it would probably be very different for each person. I think that is a main GTD learning: that there is no "right" way to do GTD. Even so, I appreciate clear examples from experienced GTD people about whatever works for them, step by step.

A few minutes ago, I noticed that it had snuck into my awareness that I am feeling uncomfortable. Oh, now that I think about it, I notice that it is about my desk. I do not have enough space with this small desk. I have nowhere to put all the things I need to have on my desk, or nearby, and my desk is small. It is like a balancing act to get things I need in front of me and get other things out of the way.

I was suddenly without a desk when a family member retrieved their table, which I had been using while injured. Since having a surface to work on is essential, I then bought a small folding table/desk It is a nice small folding table, but I realize now that it is too small for me (43" x 19.7"), although it does provide the solid surface I needed. Here's a link:

https://www.amazon.com/dp/B0DWN7H7TS?ref_=ppx_hzsearch_conn_dt_b_fed_asin_title_1&th=1

It has now come to my attention that I am feeling uncomfortable, so from what I have learned in GTD, I need to take that seriously and work out how I can be more comfortable, since that is an open loop and is bothering me. Although in a way it seems trivial, since there are so many other huge things to attend to, it interferes with quite a lot of what I need to get done on a daily basis, and that affects the quality of my life, so I think it matters.

That is as far as I have gone yet, having only just now realized this, and I really don't know what to do about it for good reasons related to my situation due to my injuries. Here is what I have worked out as an example of what I think needs to be done to get this new thing that has my attention into my GTD system (which in full disclosure, I do not yet have operational).

PROCESSING - CAPTURE
1. I notice something that is not the way I want it to be
I feel uncomfortable because of my small desk size and inefficient office setup
2. I capture this into one of my capture tools (I put a post-it note on my desk)
3. I process this into my GTD system.
When would I do that? Probably at my next Weekly (or other interval) Review

PROCESSING - CLARIFY
1. What is it?
I feel uncomfortable about my lack of desk space and difficult accessing supplies and tools.
2. Is this actionable?
Yes. Something needs to be done about it
3. Will take less than two minutes?
No. It will take more time. This means it needs to be deferred to later.
4. Will this be delegated to someone else, or is it mine to do?
This is mine to do, since I have no one to delegate it to.
5. What is the Next Action? This is the very next small, observable, physical
action that needs to be done: Using a blank sheet of copy paper and a
pencil, draw a mind map to clarify the problem. Use colors for emphasis.
6. Is only one single action involved, or is more than one single action involved?
More than one single action will be needed. This action is part of a Project
7. What is my (wildly successful) desired outcome for this Project?
I am delighted to feel so relaxed in my office now that my desk is spacious,
my desk chair is very comfortable, and I can easily access whatever I need.

PROCESSING -ORGANIZE
A. The Next Action
1. This action item is not a date- or time-sensitive event or reminder/tickler, so it does
not go on the Calendar (unless it involves time-blocking, to be determined later).
2. This action item is not waiting for anything, so it does not go on the Waiting For list.
3. This action item does not involve any other people, so it does not go on an Agenda.
4. This action item is therefore being deferred to Next Actions list. I have no Contexts yet,
but for those who do, the Context in which to place the item needs to be determined.

B. The Project
1. Add the Project to the Projects list. Include the Project Number (if any), the Project Name
(if any), and the Desired Outcome. (Envisioning a wildly successful outcome is believed to
be an important means of achieving that desired outcome).
2. Make a Project folder for the Project, and label the folder with the Project number (if any)
and the Project name (if any). This is where anything related to the Project will be located.
(This might also be called a Project Support folder.)
3. Make a Project page for the Project folder. Include the Project Number, Project Name,
and Desired Outcome of the Project. Add the Next Action to the Project's Action Steps.
4. File the Project page in the Project folder. File the Project folder under Active Projects.

ENGAGE
1. Consult the Next Actions List and choose intuitively (this comes with practice) which action
to engage with in view of the context available, the time available, one's current energy level,
and the priority of the item, relative to all commitments available to choose from right now.
OR
2. Block out the desired/available amount of time on the calendar to work on this Next Action,
either once or more, and perhaps regularly.

REVIEW/REFLECT
1. At the Weekly Review (or perhaps even more frequently) review and reflect on this Project.
Determine its status, check off any Next Actions completed, and if all Next Actions for this
Project have been completed, add another new Next Action to move the Project forward.


I wrote this to practice applying what I've been learning about GTD. I think it is a good idea (at least until it becomes second nature) to have a Standard Operating Procedure for GTD, which could be one of those checklists we hear about so much. I think it probably takes a lot of daily practice to really integrate the knowledge of GTD into the trusted GTD system we want.

Warmly,
Emily
@Mrs-Polifax

"does provide the solid surface" . . . metaphor for GTD?

With all due respect, how is anything subjectively powerful enough to distract be deemed trivial?

Thank you very much for your professionally objective GTD 'case study' with GTD framework engagement thinking

One can either scatter oneself to that which facilitates comfort or work with one has to work with and make it bloom?

Everyone gets to whether they will be one of the many scattered seeds or the plower himself?

As one sees GTD fits best
 
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