RE:GTD in Construction Project Engineering
Arcticgoblin-
I work for a medium size consulting engineering firm and manage multiple projects (generally around 10-15) and serve as the project engineer on several others (generally around another 5-10 projects). I also manage a small staff of engineers. Like you, I use a paper and pen to capture most of the incoming information. Also like you I am the only one in my 30 person office that uses GTD and one of only two people that uses a PDA. In addition to the PDA, I regularly use a desktop pc for emails, word processing, spreadsheets, and the like. Below is the system that I use that includes my Palm and desktop computer. If it suits you great; if not, I have included a link at the end of my post that uses a single data input source rather than the three P's that my system requires (Paper, Palm, PC).
I use a small pad of tear-off sheets of paper for recording notes, phone calls, task requests, and the like throughout the day. I start each day by tossing the sheet or sheets from the previous day into my inbox and dating a clean, fresh sheet for that day. I then spend a little time processing my unprocessed notes from the previous day. I do this while I go through my inbox. With no interruptions, I can generally do this in about half an hour. Of course, this can sometimes take all day with interruptions (C’est la vie!). I try to use the desktop software that accompanies most PDA software for input, as I find that input is much faster on a keyboard than via graffiti. If you use the out-of-the-box software, then the desktop software probably consists of Outlook or the Palm Desktop.
I read emails throughout the day when I am between tasks. Those that require follow-up I drag to the task folder on the shortcut window (I use Outlook for emails and Calendar items. I recently discovered this little trick and it has proven to be a time saver) and then I drag the original message to one of a series of archive folders that I have set up.
I use a PDA shareware application for memos, meeting notes, etc. This application allows me to create a task from the memo simply by tapping a dropdown menu item. This also saves time by not requiring me to duplicate the item in the task application. I also use a shareware time management/task list application. This application uses an outline type of structure, where “child” tasks inherit the category of the “parent”. At the suggestion of others, I have created an In-Box for inputting tasks, with parent items set up for each different category that I use. By creating child tasks under the appropriate parent, the tasks automatically have the correct category, again saving a little time for input and reducing the chance for tasks to slip through the cracks because they are filed incorrectly.
Generally this all gets done once a day, so my task list is current up to the previous day’s tasks. The way I figure it, if others plan so poorly that I am finding out that they need something on the day it is due, then it gets as low a priority on my list as it obviously got on theirs and it may have to wait until tomorrow or the next day. My exceptions to this are calendar items and of course requests from superiors (of which I am fortunate to only have three, and only one of those is a notoriously last minute guy). These items get input immediately.
Sometimes, I will process my paper notes at home that evening, creating telephone conversation notes and tasks from the snippits that I have recorded during the day. Otherwise, it waits until the following morning, when the entire cycle gets started again.
That is generally how I handle the information coming at me. If it isn’t what you are looking for, another idea that I have seen recently that looks like a great (but presumably more expensive) alternative involves the use of a tablet pc for notes and the like. This method completely eliminates the need for two of my three P's (Paper and Palm) and eliminates the additional processing that these introduce into the system. For more on this go to the following link and scroll down the page to the June 13 and June 16th (2004) posts:
http://michaelhyatt.blogs.com/workingsmart/tabletpc/index.html