Critical Success Factor: The Weekly Review
Everything that might potentially require action must be reviewed on a frequent enough basis to keep your mind from taking back the job of remembering and reminding. In order to trust the rapid and intuitive judgment calls that you make about actions from moment to moment, you must consistently retrench at some more elevated level. In my experience (with thousands of people), that translates into a behavior critical for success: the Weekly Review.
All of your open loops (i.e., projects), active project plans, and "Next Actions," "Agendas," "Waiting For," and even "Someday/ Maybe" lists should be reviewed once a week. This also gives you an opportunity to ensure that your brain is clear and that all the loose strands of the past few days have been collected, processed, and organized. If you're like most people, you've found that things can get relatively out of control during the course of a few days of operational intensity. That's to be expected. You wouldn't want to distract yourself from too much of the work at hand in an effort to stay totally "squeaky clean" all the time. But in order to afford the luxury of "getting on a roll" with confidence, you'll probably need to clean house once a week.
The Weekly Review is the time to
• Gather and process all your "stuff."
• Review your system.
• Update your lists.
• Get clean, clear, current, and complete.