What to do during a daily planning and during a daily review

mhalano

Registered
I'm doing a GTD level 1 course in my country, and we talk about the weekly review. But I'm thinking the necessity to a daily review, which could be two per day, actually. I did some research and created these two lists of items for a morning planning and for the end of the day, which would be the actually daily review:
This would be a morning planning for the day, but could include the daily review from the previous day, if you want to:
Step 1: Review your calendar
Step 2: Do an emergency scan (new inputs, urgent requests)
Step : Check your Next Actions list
Step 4: Set aside "clarifying time" in your calendar
Step 5: Identify and address you limiting criteria (Context, time available, energy, priority)
And for daily review, usually at the end of the day, I found this list:
1. Process your inbox
2. Are there any other things that come to mind?
3. review the projects you have worked on today
4. Review projects you plan to work on tomorrow
5. What things do you want to achieve tomorrow? (Flag them)
6. Review your calendar for tomorrow
7. Quick mind-sweep
What you think? What should be part of the two routines, one to get ready for the day and another to review the day?
 

mcogilvie

Registered
None of the things on either list are bad things. I do them all, but usually not all at once. I have found that theoretical structures work less well for me than emergent behavior. In the first case, it‘s “should do’s”, which can be major productivity killers. With emergent structure, I find out what works for me, and what I need to do to get stuff off my mind. Some days, I spend half an hour early on looking at my calendar, lists, email, et cetera. Other days I quickly get to work on something I want to do. I will catch up on everything later. GTD aims at both freedom and awareness. If you find daily checklists helpful now, go ahead. Just don’t take them too seriously. If you don’t want or need to do something, ask yourself why. Don’t be afraid to change, and don’t be surprised if you end up not needing daily lists once the habits of gtd and their benefits set in.
 

bishblaize

Registered
I have a checklist that I go through each morning
  • Get some music going
  • Charge your devices
  • Tidy your desk
  • Update paper journal
  • Reply to 2 minute emails
  • Add remaining emails to Omnifocus
  • Check Teams for messages
  • Process Drafts inbox
  • Process DevonThink inbox
  • Process Omnifocus Inbox
  • Clear files from Mac desktop
  • Clear HR system notifications
  • Clear bank authorisations
  • Review RSS reader
  • Set up some Tweets for the day
  • Review calendar
  • Review due dates in Omnifocus
  • Review projects list, flag any key items

I find it really useful to start the day with this. Sometimes it takes me 10 minutes, other times it can take me an hour. All this stuff needs doing daily anyway, so I may as well do it first thing and get it out of the way before the day begins.

It's reassuring starting the day with a checklist of things that I tick off one at a time. I'm sure all of us on here appreciate the simple satisfaction of ticking a box off as done, even if it is just for plugging a phone in. Somehow it starts off the day in the right way.
 

kelstarrising

Kelly Forrister | GTD® Coach
My Daily Review each morning typically includes 3 things:

1/ Look at my calendar for:
  • Time-specific actions
  • Day-specific actions
  • Day-specific information
2/ Then I flip over to my inbox and get it down to zero.

3/ Then I scan my Next Action lists for items with due dates.
 

Murray

Registered
I have a checklist that I go through each morning
  • Get some music going
  • Charge your devices
  • Tidy your desk
  • Update paper journal
  • Reply to 2 minute emails
  • Add remaining emails to Omnifocus
  • Check Teams for messages
  • Process Drafts inbox
  • Process DevonThink inbox
  • Process Omnifocus Inbox
  • Clear files from Mac desktop
  • Clear HR system notifications
  • Clear bank authorisations
  • Review RSS reader
  • Set up some Tweets for the day
  • Review calendar
  • Review due dates in Omnifocus
  • Review projects list, flag any key items

I find it really useful to start the day with this. Sometimes it takes me 10 minutes, other times it can take me an hour. All this stuff needs doing daily anyway, so I may as well do it first thing and get it out of the way before the day begins.

It's reassuring starting the day with a checklist of things that I tick off one at a time. I'm sure all of us on here appreciate the simple satisfaction of ticking a box off as done, even if it is just for plugging a phone in. Somehow it starts off the day in the right way.
I had a similar checklist at my last job, which I kept printed copies of in my reference files and started each day with. And yes I even put stuff on there like plug phone in to charge. Actually a critical thing I added was to make sure I had my keys in my pocket - I typically keep them in my backpack and didn't need them to get into the office as there was always someone there before me, however as it was a very small department at a big school, a couple of times I would leave to go to the bathroom or speak to other staff and come back and find I was locked out.
 

TesTeq

Registered
My Daily Review each morning typically includes 3 things:

1/ Look at my calendar for:
  • Time-specific actions
  • Day-specific actions
  • Day-specific information
2/ Then I flip over to my inbox and get it down to zero.

3/ Then I scan my Next Action lists for items with due dates.
@kelstarrising
1. What about the Tickler File?
2. Isn't it too late to do the Daily Review in the morning? Isn't it better to do it in the evening the day before?
 

topshelf

Registered
My Daily Review each morning typically includes 3 things:

1/ Look at my calendar for:
  • Time-specific actions
  • Day-specific actions
  • Day-specific information
2/ Then I flip over to my inbox and get it down to zero.

3/ Then I scan my Next Action lists for items with due dates.

Kelly's Daily Review is an excellent example because it's simple. No matter what GTD "ritual(s)" you try, keep in mind this invaluable question/thought exercise from David:

"Can I maintain this easily if I am sick in bed with the flu?"

For the Daily Review, I recommend looking at pages 50 and 192 from Getting Things Done (2015).
 

FocusGuy

Registered
I do a quick daily review with omnifocus each morning mainly like kelly does.

1. calendar for the all week. I want to see what happens today and until the end of the week So i can anticipate.

2. Clear inbox physical and omnifocus and a little glance at email

3. glance at list of projects, waiting for, physical tickler and update next action list

all along I have a sheet of paper dated per day
i quickly note as i read what i absolutly want to do today. 2 projects and calls + Block time. Its includes notes per day. Infos are reported and archieved at night.

i always begin my day by the core project and do it first.
 
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