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Unit1: Introduction

unit 2: Phase 1 Collect

unit 3: Phase 2 Processing tasks


using next physical actions
unit 4: Phase 3 organize
unit 5: Phase 4 Review
unit 6: Phase 5 Do
Unit 7: Apps and services
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3
Theunit
solution
Collect
Process
Organize
Review
Do

1
2
3
4
5

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5
8
9

10

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Ask yourself a series of questions

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3 Rules for processing:

process top item first

process one at a time

never put anything back into inbox


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What is it?

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Is it
actionable?

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If its not
actionable

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5
Set up your reference containers

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Reference containers:

desktop

physical

mobile

Evernote for
Mac or PC

filing system

Evernote for
iPhone or Android

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6
Process open loops
in your email inbox
(and Someday/Maybe actions)
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6
1.
2.

3.

if its not actionable and not


valuable, delete it immediately
if you may want to do it
someday, send it to your task
manager (ctrl-opt-space)
if its non-actionable but
is valuable, file in Reference

Trash!

Someday/Maybe!

Reference!

non-actionable!
actionable!

4.

if its actionable, send it to


your task manager

Things Inbox!
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Whats the next physical action?

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GTD Challenge:
Whats the REAL next physical action?

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What is the REAL


next physical action?
Next Physical Action
clean garage
summer camp
file 10k
progress meeting
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What is the REAL


next physical action?
Next Physical Action
clean garage

call sally for Jims number


to get fridge from garage

summer camp
file 10k
progress meeting
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What is the REAL


next physical action?
Next Physical Action
clean garage

call sally for Jims number


to get fridge from garage

summer camp
file 10k
progress meeting

call operations for large


conference room availability

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lay the stones close together

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set meeting...

send doodle to Jim proposing


meeting times

decide on...

draft list of vacation


destinations to discuss w/ wife

check out...

visit Muir Woods website for


hours

organize...

buy containers for kitchenware


at BB&B

follow up with...

call Jenny about purchase


order (867-5309)

think about...

draft list of pros and cons for


moving apartments
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7
Rewrite each open loop as a Next
Physical Action and set a due date
if necessary
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Is this action part of a multi-step


project?

If yes, add to
Project List

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8
Create Projects in your task
manager (Things) and
reference container (Evernote)
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Task

Task

Task

Task

Task

Task
Task

Task

Task

Task

Task

Task

Task

Task

Task

Task

Task

Task

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Project
Task

Task

Task

Task

Project!
Task

Task
Task

Project
Task

Task

Task

Task

Task

Task

Project!
Task

Task

Task

Task

Task

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Area of Responsibility
Project
Task

Task

Task

Task

Area of Responsibility

Project!
Task

Task
Task

Project
Task

Task

Task

Task

Task

Task

Project!
Task

Task

Task

Task

Task

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Projects

Areas of Responsibility

1. have goals to be
achieved

1. have standards to be
maintained

2. are time-limited

2. are indefinite in
duration

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Project or Area of Responsibility?

Project

Area

installing new windows at home


managing your project team
business development
hire new developer

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Project or Area of Responsibility?

Project

Area

installing new windows at home


managing your project team
business development
hire new developer

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Project or Area of Responsibility?

Project

Area

installing new windows at home


managing your project team
business development
hire new developer

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Project or Area of Responsibility?

Project

Area

installing new windows at home


managing your project team
business development
hire new developer

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Project or Area of Responsibility?

Project

Area

installing new windows at home


managing your project team
business development
hire new developer

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9
Create Areas of Responsibility in
your task manager (Things) and
reference container (Evernote)
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10
Put each task into a Project or Area,
and each Project into an Area
(in Things)
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Now you have 3 options

do it

Delegate it

defer it

if it takes less
than 2 min.

if someone else
can do it at
least 80 as
well as you

add to Next
Actions list
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