Jamie Elis said:
In the midst of my current crisis, I have some insight into the cause. . .
Jamie, I sympathize with your crisis situation. I know what those are like myself. And if you can figure out why it happened and make adjustments for the future, congratulations for being a great learner!
Jamie Elis said:
I value the reactions of GTD community members.
Assuming that you have correctly identified those 3 problems as things to change in the future, I would suggest that you consider using Life Balance or a tool with similar features. Now I am probably going to get ridiculed pretty soon for being some sort of LB fanatic, but I'm not. You can see in a thread by vpierce, for instance, that I didn't recommend it for him because he doesn't seem to need it. But each of your 3 problems are helped by LB. I think I remember you maintaining a lot of different calendars and syncing them manually. Perhaps your system requires so much manual syncing and updating that you overload your memory? LB can get a lot of this stuff out of your head, and isn't that the whole point of GTD? I have a lot of big, ill-defined, deadline-driven projects, and I am sure I would have these same 3 problems if I weren't using something like LB. In fact, I bet I am lazier about GTD habits than you are, but the tool takes so much out of my head, it frees me to plan further ahead more effectively and also to feel relaxed as deadlines approach because I'm not (usually) behind. I just don't think it's as easy to plan way ahead when your mind has to take care of cross-referencing projects and NAs, counting days, etc.
Jamie Elis said:
1 . . .I did not actually put the dealines on a calendar which would give me a sense of the number of days I had to complete them in or attach them to a project title. An effective friend of mine writes in number of days left after his projects statements, maybe I should do this.
The way I now pace myself to complete a project on time is to break it down into sub-projects, then actions, and schedule LB "soft" due dates for these. They are "soft" because they do not show up on my calendar and therefore don't violate the hard-landscape GTD rule. Instead, the due date affects the priority of the action and therefore where it appears on my NA list. LB allows you to specify both a due date and a lead time for an action; it appears on your NA list 2 lead times before the due date, and its priority rises as it gets closer to the due date. (Also, you don't
have to schedule all actions; use this scheduling only for things that really need it, things with deadlines.)
Here's a very simple example. Suppose I want to mail Mom a birthday gift and card 7 days before her birthday. This small project needs a "Decide what to get Mom for birthday" action to show up some time beforehand. This would be an example of a soft deadline: I don't have to do it any given day, but I have to do it in some ideal window of time before the deadline. If I wait too long, I end up with an urgent, last-minute shopping trip when it may be extremely inconvenient. So I set "Decide what to get..." a due date and a lead time, and it shows up on my NA list 2 lead times before the due date. So when I see it show up on my list, I can choose a good time to do it, considering everything else currently on my list.
This is really just an electronic tickler -- in fact, I barely use physical ticklers -- but has a couple advantages. One, it pops up the pre-planned NA automatically. Two, switching to outline view quickly shows me the whole project that I had already planned way in advance. In fact, I can plan some project templates only once and can reuse them with new due dates.
I also use large-format yearly calendars to plan ahead. I check the calendar every few weeks for projects I need or would like to do that I should get started on soon. The large-format yearly is the only good visual for 20,000+feet planning, like projects I have to start 6+ months before they are due. For example, I look ahead and see a conference submission date 6 months from now and decide I could submit and want to. I then add the project into my system and start defining actions to move it forward. I also have an action that recurs every so often "Check for upcoming conferences" which I then add to that calendar.
JamieElis said:
2. Another is incomplete analysis of time and and resources required to complete a certain action.
I think just about everyone has underestimated time to completion. One thing you can do is to double or triple your estimate. Then start keeping track of how long things take so that your estimates get better because they are based on past data. Still, when you undertake something new, you can't possibly know how long it will take. So if there is a deadline looming, you leave yourself more time than you think you will need. If you think something will take a month, give yourself 12 weeks.
The due date/lead time schedule feature mentioned above is nice for this conservative scheduling, too. I give myself a loooong lead time for the first action. When it shows up on my list, I either get started or else convince myself that I can do it later, and with a couple taps push change the lead time. The net effect is that I got an early reminder that an important deadline is approaching.
JamieElis said:
3. Yet another factor is failing to immediatly identify a subsequent n/a upon completion of one.
The larger problem of effectively cross-referencing projects with their NAs is common. It belongs in a FAQ on this website; the answer is usually "Weekly Review." But some projects need planning more frequently than once a week. At least some of mine do.
With LB, I never, ever have this problem. And I have some projects where I can't possibly know what action to do next until I have completed a previous one. The successful outcome depends on incorporating feedback at every step. The whole thing cannot be planned in advance. When I complete a NA and check it off, if the project name itself shows up on the list, I know it is time to define another NA. (You can use naming conventions or special symbols to show something to be a project, much like the @ symbol for NAs advocated in GTD.) Or else, the NA I had already pre-planned shows up but I now know is not going to work, so I know I have to figure out something else instead. For some projects, I need to do this several times a day. Once a week would not work.
LB is so great with this because you don't have to manually maintain the same action redundantly in 2 places. You don't need to have actions in a project support folder, then manually transfer them over to NA lists so that you now have the same exact thing in 2 different places. There is simply no need to do this. Each action
is a single thing. In LB it is
part of a larger project (as shown in outline view) and it is
done in a context (shown in ToDo view). If you change anything about a NA in ToDo view, it changes in project view too; it's not 2 identical-looking items that are linked, it's 1 item with different views.
Now, I also have other projects that may be large and time-consuming and require 200 NAs, but I know how to do them beforehand. In that case, it is more efficient to plan the whole project ahead of time. Then I never have to think about it again, I just execute it. The NAs show up on my context lists automatically when prerequisites are done or as scheduled. I keep doing them when appropriate and checking them, never having to cross-reference the actions from the project manually. It saves a lot of manual work.
The second way, pre-planned has the advantage of efficiency and the disadvantage of inflexibiliy. It is good for projects that you completely know how to do and don't have to modify as they progress. The first way has the advantage of flexibility to incorporate evolving conditions but is less efficient. The scheduling and filtering done by LB make both easy to keep moving forward.
In summary, I think LB features would help somewhat with your Problem #2, help a lot with Problem #1, and eliminate Problem #3 -- one of the most common I've read here on the forum -- altogether. Good luck with your crisis!