Mastering the Weekly Review

In Get Rhythm we explored the importance of developing rituals that help keep the beat in your business.

In his book titled “Getting Things Done (GTD)”, author David Allen proposes a three-step “Weekly Review Process” comprised of:

  • Get Clear
  • Get Current
  • Get Creative

In our experience at nLIVEn of working with high performing executives and entrepreneurs, there is a critical additional step that comes up front:

  • Get Conscious

The Weekly Review Process

The following Weekly Review Process has been adapted from GTD by Glenn Williams:

 1. Get Conscious

Put yourself in the “Do Not Disturb” Mode
Place a sign on your office door, advise your co-workers, take your phone off the hook.

Clean Your Space
Take everything off your desk and wipe it down with a damp cloth. Clean your monitor, mouse, keyboard, telephone, etc. Vacuum your space if you need to.

Restock Your Supplies
Refill your stationery supplies.  Restock business cards in your wallet.  Get a carafe of water.

2. Get Clear

Collect Loose Papers and Materials
Gather all accumulated business cards, receipts, and miscellaneous paper-based materials into your in-basket.

Get “IN” to Zero
Completely process all outstanding paper materials, journal and meeting notes, voicemails, dictation and e-mails.

Empty Your Head
Put in writing and process any uncaptured new projects, action items, waiting-for’s, someday-maybe’s etc.

3. Get Current

Review Action Lists
Mark off completed actions. Review for reminders of further action steps to record.

Review Previous Calendar Data
Review the past calendar in detail for remaining action items, reference data, etc., and transfer into the aactive system.

Review Upcoming Calendar
Review upcoming calendar events – long and short term.  Capture action triggers.

Review Waiting-For List
Record appropriate actions for any needed follow-up. Check off received ones.

Review Projects (and Larger Outcome) Lists
Evaluate the status of projects, goals and outcomes one by one, ensuring at least one current action item on each.  Browse through project plans, support material and any other work-in-progress material to trigger new actions, completions, waiting-for’s, etc.

Review Any Relevant Checklists
Use as a trigger for any new actions.

4. Get Creative

Review Someday/Maybe List
Review any projects that may now have become active and transfer to “Projects”.  Delete items no longer of interest.

Be Creative & Courageous
Do you have any new, wonderful, hare-brained, creative, thought-provoking, risk-taking ideas to add into your system?

5. Make It Happen

You can download our 4-step one page process HERE

This is an example of tools available to our clients in the nLIVEn Resource Library.

Explore Additional Resources

In this blog post we mentioned the following resources:

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