Checklist in weekly review

zen's Avatar

zen

10 Jul, 2010 02:14 PM via web

Have you implemented checklist in your weekly review (step 9)? I'm not doing this step - not clear on how best to start.

Please share your checklist.

  1. 2 Posted by schelske on 10 Jul, 2010 02:30 PM

    schelske's Avatar

    Also interested in this.

  2. 3 Posted by judicandus on 11 Jul, 2010 02:37 PM

    judicandus's Avatar

    By "weekly review checklist" do you mean the list of actions to be done on each weekly review? Did you take a look at Appendix V in "Making it all work" (david allen) ?

  3. 4 Posted by zen on 11 Jul, 2010 05:26 PM

    zen's Avatar

    Step 9 in weekly review: "Review any Relevant Checklists"

  4. 5 Posted by Proximo on 15 Jul, 2010 02:08 PM

    Proximo's Avatar

    The Checklists I have right now live outside of Nirvana. Remember that not everything about your GTD System needs to be locked down to one program. In many cases, there is an advantage of using other programs that can handle certain things better.

    Not saying that I would not want Checklist in Nirvana because I do, but just mentioning that it's OK to have your GTD system spread across several apps as needed.

  5. 6 Posted by Kenny Grant on 26 Oct, 2010 03:51 PM

    Kenny Grant's Avatar

    Does anyone have an example of any of these 'checklists' ? I'm not getting the meaning of this still.

  6. 7 Posted by Proximo on 27 Oct, 2010 02:50 PM

    Proximo's Avatar

    I wanted to jump in here and see if I can help a little.

    Checklist are used for anything you wish to remember or process you want to track. They are not required for GTD but they are still part of GTD for those who use them.

    Examples:

    If you have a list of activities you must accomplish at the office daily, a checklist can not only remind you that these need to be done, but they allow you to track your daily progress.

    • Listen to voice mail
    • Inbox to Zero
    • Send TPS reports to A Team
    • Update daily logs
    • Submit updated numbers for finance

    If you have a daily routine before you get to the office.

    • Run X miles
    • Prepare health breakfast
    • Read paper
    • Pack lunch
    • Go to work

    If you have task that you repeat often enough and want a checklist to make sure you don't forget anything. Let's say you are responsible for setting up new computers for your department.

    • Install Windows 7
    • Install all Service Packs and Updates
    • Install MS Office 2010
    • Install MS Outlook
    • Install Snag-it
    • Create core image of install
    • Join the Network

    If you order office supplies every month

    • Pens
    • Paper Clips
    • Copy Paper

    How about Groceries

    • eggs
    • ham
    • cheese

    If you have daily goals that you keep track off

    • Read at least 30 minutes
    • Meet someone new daily
    • Eat Healthy

    I hope you get the idea. Checklist can be many things but this does not mean everyone uses them.

    I have a Checklist of the Weekly Review process on my wall for example. That Checklist only lives there. I have other checklist for different things that keep me on track or accountable.

    Having checklist in Nirvana would be a great feature and something I would probably use if I had the choice. At the moment I use other software or print-outs for my checklist.

  7. 8 Posted by Kenny Grant on 28 Oct, 2010 08:39 AM

    Kenny Grant's Avatar

    Great description and insight, as ever Proximo - thanks.

    So you don't use Nirvana for your checklists, even though it has that neat '-' checklist in notes feature?

  8. 9 Posted by Siraj on 28 Oct, 2010 02:25 PM

    Siraj's Avatar

    Proximo,

    what is the other software you use for checklists?

  9. 10 Posted by Marcin on 28 Oct, 2010 03:01 PM

    Marcin's Avatar

    Hi Siraj,

    It's not Proximo, but hey, I think I have some great recommendations to share as well!

    I would heartily recommend Zenbelist - easy to use for multiple lists - great web interface plus superb smartphone integration.

    http://lists.zenbe.com/

    I use it mostly for various to-do and shopping lists - before I reach the shop I sync the Iphone app and I get the most up-to-date version of the shopping list as compiled by my wife :) - but also for rare shopping events - we have a list called IKEA where we park anything that comes to mind between our semi-annual IKEA trips :)

    Last thing - it's free!

    for the "daily goals" list - I recommend Joe's Goals:

    http://www.joesgoals.com/index.cfm

  10. 11 Posted by Siraj on 28 Oct, 2010 03:29 PM

    Siraj's Avatar

    Thank you so much Marcin..I would take a look at Zenbelist. I have Joe's
    goals before - it is a very good app

    On Thu, Oct 28, 2010 at 8:47 PM, Marcin <
    ***@tenderapp.com<tender%***@tenderapp.com>
    > wrote:

  11. 12 Posted by Proximo on 01 Nov, 2010 06:27 PM

    Proximo's Avatar

    @Marcin

    "It's not Proximo, but hey, I think I have some great recommendations to share as well!"

    LOL

    I think everyone here has great recommendations to share. The funny thing is that I have used Zenbe and Joe's goals in the past.

    Today I use Goal Happy which is about the same as Joe's goals but has a great iPhone version. http://www.goalhappy.com/

    Zenbe is a great tool, but most of my checklist today live in Evernote. Evernote has a checklist making box that works fine for what I do.

    I think if you are working with lots of checklist, Zenbe will probably be the better option. I don't have enough to justify using another software and try to keep checklist in Evernote, since I use Evernote for so many other things.

  12. 13 Posted by Siraj on 02 Nov, 2010 01:57 PM

    Siraj's Avatar

    Thanks a lot Proximo for your comments. How do you maintain checklists which
    have to repeat (like my travel checklist, weekly review checklists) - do you
    create template for them? Is this possible in EN?

    On Tue, Nov 2, 2010 at 12:00 AM, Proximo <
    ***@tenderapp.com<tender%***@tenderapp.com>
    > wrote:

  13. 14 Posted by Siraj on 02 Nov, 2010 02:03 PM

    Siraj's Avatar

    Proximo, Goal Happy looks much better than Joe's Goals...let me check it
    out...

    On Tue, Nov 2, 2010 at 12:00 AM, Proximo <
    ***@tenderapp.com<tender%***@tenderapp.com>
    > wrote:

  14. David McLaughlin closed this discussion on 02 Feb, 2011 10:02 PM.

Comments are currently closed for this discussion. You can start a new one.

Recent Discussions

07 Mar, 2012 04:47 PM
08 Dec, 2011 10:32 PM
01 Apr, 2012 11:26 PM
07 May, 2012 05:17 PM
07 Oct, 2011 02:00 AM