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Extremely long Post - James GTD System
I think I have reach a solution for my GTD needs, but would like
others to view in order to help
with any ideas on how to streamline or enhance this process. Also if
anyone out there wants to adopt anypart of my process
feel free to do so as I have adopted many of the posts in order to
reach the system as you see it now.
If any clarification is desired I will try to explain in more detail
if the need arise.
I had several requirements in Developing my flavor of GTD
Sync to Outlook at home and at Work
Could not install additional software at work this includes
Outlook Addins
I can program Macros or VBA to accompolish actions in Outlook
Need to be able to use Palm for Reference or Weekly review as
well as use Outlook for same easily
System has to be easy to use or I won't use it
Ability to trace history of a project(Outlook primarily, Palm
if need be.)
Current Software:
PC:
Outlook 2000
UltraEdit 32
Palm:
Datebk 5
Teikei
Memo App
NotePad?
Voice Memo
Documents to Go (for Reference Material Needed)
# GTD SYSTEM - James Hundley
Inboxes:
A Physical Inbox at Work and at home
My Wife regulary places things in the one at home
Memo Category -*IN! Use this by creating a new memo in this categroy
and use
Teikei Template and fill out what is needed either idea, project, etc
Voice Memo - Category !1IN - In box for those ideas I have when I can
not or do not want to write
especially during commute to and from work or the ocassional waking
up in the middle of the night with
a great? idea
My reviews are scheduled Sunday/Monday, Wednesday and Friday with
the Mian Weekly Review being Sunday/Monday
--------------------------------------
Daily Journal-Journaling
--------------------------------------
****How To:****
Using DateBook 5 create Daily Journal at Beginning of each Day-MARK
CATEGORY JOURNAL & PRIVATE
Other at work have no need to view my Journal when looking at my
schedule
At End of Month Using Outlook Make Sure ALL Daily Journals have
@Journal as Category
Copy Daily Journal Entries to Another/Archive Outlook Folder
Then you can purge old appointments by category EXCEPT @Journal DO
NOT PURGE @Journal
--------------------------------------
Single Actions (not Projects) from Inbox(es)
--------------------------------------
Actions Tasks in Format: Action Description -MMDDYY
place in context
MMDDYY is used show how long the action has been Scheduled
--------------------------------------
Task for a project and Next Action :
--------------------------------------
****How to:****
Project Created intially in Task(Outlook)
Category is either !Proj-Work or !Proj-Pers
If this will not be started for more than 3 months then place as memo
in *zSDMB-work or *zSDMB-pers instead
Format: (Project Code) Brief Project Description with * in front for
Work Projects
* keep work projects group together at Top of list easily in saved
view that show all Projects
Project planning is in the notes section of the Task Listing Possible
Next Actions
-------Notes Section Format:--------
(na)
*Start/Inception* MM/DD/YYYY
**Goals**
**Actions**
**Notes**
***COMPLETED***
------------------------------------------
Next Action(s) are Cut from Action and Pasted to top of Notes Section
Next Actions Copied to Tasks in Format (na)(Project Code)- Next
action-MMDDYY
The date at the end allows to track how long this Na has been
Scheduled
Due Date (Task/Todo)would be used in a Tickler Fashion based on Next
Action The NA is reviewed
on the due date does not have to be completed on that date
Waiting For Formats / Both as Task and Note Section of Proj.
(na0 preceeds Next Actions but not Waiting Fors this allows for
grouping by Person I am waiting for.
Next Action: {Person Waiting For | FollowUp/Due Date |
(Project Code) | Next Action Description | Date Req /Scheduled{MMDDYY}
Example:Shari Smith 042104 (LOAS) Determine if Data Cleaned.
If not when. 041004- with Due Date set to 4/21/2004 ,
Entered/Requested - 04/10/2004
Date Stamp All Action Reminders MMDDYY
Next Actions upon completion of the task - check off and move to
Archived Project Folder in outlook when in next in Outlook
And Notes Section of Project either in Outlook or in Palm is edited.
A new NA can be assigned now
Completed Action Pasted to Bottom of Notes Section
Completed Actions Marked with preceeding x
--------------------------------------
Memo for a project initialization
--------------------------------------
****How To:****
"Title Line" format Memo could be (Project Code) - Brief Description
Teikie used for Templates in Palm and a Blank Template(either Memo
or text Document) used in Outlook (copy/Paste)
Initialization starts in the IN box in memo then be moved to Task
(Projects) with memo being used as Ref (work or Pers) then when
entire Project complete copy Tasks Note information to Ref Memo for
historical Reference.
This memo is kept in Project-Work or Projects Pers Category or an
Archive Category
Project initial planning is in the lower section of the memo
--------------------------------------
GTD Categories and Explanation
1. !Tasks/Todos
1. !1Today - process today/soon
2. !Agenda - Agendas to Discuss with People
3. !Anywhere - can be done anywhere
4. !Call - Calls to make
5. !Errands - Errands/Items to Pick up
6. !Home - To be done at home
7. !Proj-Pers - Projects Personal
8. !Proj-Work - Projects Work
9. !School - can only be done @ school
10. !WaitingPers - personal Waiting fors
11. !WaitingWork - Work Waiting fors
12. !@Work - can only be done at Work
2. Notes/Memos
1. *IN! - in basket (in addition to Physical one at
Home & at Work and in Outlook)
2. *zAgendaHist - Agendas to Discussed with People-
Archive drag a drop copy from Outlook
3. *SomeDay - may do some day
4. *Ref-Pers -only used for Memos/Notes
5. *Ref-Work -only used for Memos/Notes
6. *Read/Review - Copied Posts from Board etc I want
to Read
7. *Templates - Teikie and Hard Coded Templates
8. *zSDMB-work - SomeDay Maybe Lists -work
9. *zSDMB-Pers - SomeDay Maybe Lists -Personal
3. Appointments / Dates
1. @BDay-Aniv - Birthdays and Anniversaries
2. @Devin - Appoinments for Devin -Son
3. @Holiday - Public / Work Holidays
4. @Jessica - Appoinments for Jessica -Wife
5. @Journal - Dialy Journals
6. @Landon - Appoinments for Landon -Son
7. @Nathan - Appoinments for Nathan -Son
8. @Paige - Appoinments for Paige -Daughter
9. @Work - Appoinments for Work
10. @Personal - Personal Appointments
4. Addresses / Contacts
1. Unfiled
2. #Children - Childrens's Contacts
3. #Church - Friends etc thru our Church
4. #Family - Family
5. #Medical - Doctor's Dentis etc
6. #Misc - Stores, Support, Vendors
7. #Work - Colleagues etc
I think I have reach a solution for my GTD needs, but would like
others to view in order to help
with any ideas on how to streamline or enhance this process. Also if
anyone out there wants to adopt anypart of my process
feel free to do so as I have adopted many of the posts in order to
reach the system as you see it now.
If any clarification is desired I will try to explain in more detail
if the need arise.
I had several requirements in Developing my flavor of GTD
Sync to Outlook at home and at Work
Could not install additional software at work this includes
Outlook Addins
I can program Macros or VBA to accompolish actions in Outlook
Need to be able to use Palm for Reference or Weekly review as
well as use Outlook for same easily
System has to be easy to use or I won't use it
Ability to trace history of a project(Outlook primarily, Palm
if need be.)
Current Software:
PC:
Outlook 2000
UltraEdit 32
Palm:
Datebk 5
Teikei
Memo App
NotePad?
Voice Memo
Documents to Go (for Reference Material Needed)
# GTD SYSTEM - James Hundley
Inboxes:
A Physical Inbox at Work and at home
My Wife regulary places things in the one at home
Memo Category -*IN! Use this by creating a new memo in this categroy
and use
Teikei Template and fill out what is needed either idea, project, etc
Voice Memo - Category !1IN - In box for those ideas I have when I can
not or do not want to write
especially during commute to and from work or the ocassional waking
up in the middle of the night with
a great? idea
My reviews are scheduled Sunday/Monday, Wednesday and Friday with
the Mian Weekly Review being Sunday/Monday
--------------------------------------
Daily Journal-Journaling
--------------------------------------
****How To:****
Using DateBook 5 create Daily Journal at Beginning of each Day-MARK
CATEGORY JOURNAL & PRIVATE
Other at work have no need to view my Journal when looking at my
schedule
At End of Month Using Outlook Make Sure ALL Daily Journals have
@Journal as Category
Copy Daily Journal Entries to Another/Archive Outlook Folder
Then you can purge old appointments by category EXCEPT @Journal DO
NOT PURGE @Journal
--------------------------------------
Single Actions (not Projects) from Inbox(es)
--------------------------------------
Actions Tasks in Format: Action Description -MMDDYY
place in context
MMDDYY is used show how long the action has been Scheduled
--------------------------------------
Task for a project and Next Action :
--------------------------------------
****How to:****
Project Created intially in Task(Outlook)
Category is either !Proj-Work or !Proj-Pers
If this will not be started for more than 3 months then place as memo
in *zSDMB-work or *zSDMB-pers instead
Format: (Project Code) Brief Project Description with * in front for
Work Projects
* keep work projects group together at Top of list easily in saved
view that show all Projects
Project planning is in the notes section of the Task Listing Possible
Next Actions
-------Notes Section Format:--------
(na)
*Start/Inception* MM/DD/YYYY
**Goals**
**Actions**
**Notes**
***COMPLETED***
------------------------------------------
Next Action(s) are Cut from Action and Pasted to top of Notes Section
Next Actions Copied to Tasks in Format (na)(Project Code)- Next
action-MMDDYY
The date at the end allows to track how long this Na has been
Scheduled
Due Date (Task/Todo)would be used in a Tickler Fashion based on Next
Action The NA is reviewed
on the due date does not have to be completed on that date
Waiting For Formats / Both as Task and Note Section of Proj.
(na0 preceeds Next Actions but not Waiting Fors this allows for
grouping by Person I am waiting for.
Next Action: {Person Waiting For | FollowUp/Due Date |
(Project Code) | Next Action Description | Date Req /Scheduled{MMDDYY}
Example:Shari Smith 042104 (LOAS) Determine if Data Cleaned.
If not when. 041004- with Due Date set to 4/21/2004 ,
Entered/Requested - 04/10/2004
Date Stamp All Action Reminders MMDDYY
Next Actions upon completion of the task - check off and move to
Archived Project Folder in outlook when in next in Outlook
And Notes Section of Project either in Outlook or in Palm is edited.
A new NA can be assigned now
Completed Action Pasted to Bottom of Notes Section
Completed Actions Marked with preceeding x
--------------------------------------
Memo for a project initialization
--------------------------------------
****How To:****
"Title Line" format Memo could be (Project Code) - Brief Description
Teikie used for Templates in Palm and a Blank Template(either Memo
or text Document) used in Outlook (copy/Paste)
Initialization starts in the IN box in memo then be moved to Task
(Projects) with memo being used as Ref (work or Pers) then when
entire Project complete copy Tasks Note information to Ref Memo for
historical Reference.
This memo is kept in Project-Work or Projects Pers Category or an
Archive Category
Project initial planning is in the lower section of the memo
--------------------------------------
GTD Categories and Explanation
1. !Tasks/Todos
1. !1Today - process today/soon
2. !Agenda - Agendas to Discuss with People
3. !Anywhere - can be done anywhere
4. !Call - Calls to make
5. !Errands - Errands/Items to Pick up
6. !Home - To be done at home
7. !Proj-Pers - Projects Personal
8. !Proj-Work - Projects Work
9. !School - can only be done @ school
10. !WaitingPers - personal Waiting fors
11. !WaitingWork - Work Waiting fors
12. !@Work - can only be done at Work
2. Notes/Memos
1. *IN! - in basket (in addition to Physical one at
Home & at Work and in Outlook)
2. *zAgendaHist - Agendas to Discussed with People-
Archive drag a drop copy from Outlook
3. *SomeDay - may do some day
4. *Ref-Pers -only used for Memos/Notes
5. *Ref-Work -only used for Memos/Notes
6. *Read/Review - Copied Posts from Board etc I want
to Read
7. *Templates - Teikie and Hard Coded Templates
8. *zSDMB-work - SomeDay Maybe Lists -work
9. *zSDMB-Pers - SomeDay Maybe Lists -Personal
3. Appointments / Dates
1. @BDay-Aniv - Birthdays and Anniversaries
2. @Devin - Appoinments for Devin -Son
3. @Holiday - Public / Work Holidays
4. @Jessica - Appoinments for Jessica -Wife
5. @Journal - Dialy Journals
6. @Landon - Appoinments for Landon -Son
7. @Nathan - Appoinments for Nathan -Son
8. @Paige - Appoinments for Paige -Daughter
9. @Work - Appoinments for Work
10. @Personal - Personal Appointments
4. Addresses / Contacts
1. Unfiled
2. #Children - Childrens's Contacts
3. #Church - Friends etc thru our Church
4. #Family - Family
5. #Medical - Doctor's Dentis etc
6. #Misc - Stores, Support, Vendors
7. #Work - Colleagues etc