- Gather any papers, notes, mail,postits,...
- Remove all old receipts from wallet
- Collect papers, notes, mail from desktop <Note: It should be totally clean after this>
- Collect papers from living room
- Collect papers from briefcase
- Review all voice memos
- Delete old icons from desktop <Note: I use my desktop for temporary file storage>
- Palm Desktop
- Review Open @HomeProjects and check off completed
- Review Ooen @Home tasks and check off completed
- Review Open @WaitingHome items and check off completed <Note: Plan follow-up if needed>
- Review Completed @Home items and purge <Note: If they inspire a new action then write it down on a note and put it in the Inbox>
- Review Completed @Errands items and purge <Note: Record a next action for any needed follow-up. Check off completed ones. If they inspire a new action then write it down on a note and put it in the Inbox>
- Review @WaitingHome items and purge <Note: If they inspire a new action then write it down on a note and put it in the Inbox>
- Process collected "stuff" <Note: Use decisioning flow chart>
- Process Email Inbox <Note: Decide and enter action items, waiting-for's, or projects this may inspire>
- Review Journal for Previous Week <Note: Decide and enter action items, waiting-for's, or projects this may inspire>
- Review previous week's calendar <Note: Decide and enter action items, waiting-for's, or projects this may inspire>
- Review next 4 week's calendar <Note: Decide and enter action items, waiting-for's, or projects this may inspire>
- Review @HomeProjects
- Evaluate the status of each one
- Ensure there is at least one current next action from each one
- Browse through project support material <Note: Look for triggers for next actions, waiting-fors, or completions.>
- Review @HomeSomeday/Maybe List
- Move active items to Projects list
- Delete items no longer of interest
- The Bigger Picture
- 10,000' - Does every project have a next action?
- 20,000' - Does every item on your areas of focus have a project?
- Husband
- Financial Provider
- Family Protector
- Homeowner
- Spiritual Leader in the Home
- Business Owner
- Business Partner
- Web Developer
- Customer Service
- Full-time Webmaster
- Church Webmaster
- Sunday School Teacher
- Personal Health
- Personal Relaxation and Knowledge
- 30,000' - Does every item on your 1-2 year goals have a project?
- 40,000' - Does every item in your 3-5 plan have a goal?
- Remain Happily Married
- Develop Retirement Plan
- Make my side business my full-time business
- Canoe, Cycle, and Hike in exotic places
- To have a strong support network in my church
- 50,000' - Is your personal mission statement supported in your 3-5 year plan? <Note: My mission is: To Empower, Challenge, and Advance People through Technology in Personal Growth>
- Review the Incompletion Triggers List <Note: Decide and enter action items, waiting-for's, or projects this may inspire>
- Questions
- What would you really like to be free of? What discipline is needed where, to accomplish that?
- Where could you use more looseness?
- Where could you use more structure?
- What most needs cleaning up or organizing?