As many of my friends and colleagues know, I’m one of those people that read David Allen’s Getting Things Done, got the religion, and tried various methods for planning and managing project tasks, using both software and paper. In the past few years, like many, I’ve tweaked my approach, taking bits and pieces from here and there to settle on the solution that’s most suitable for the way I work. At this point, any resemblance to GTD might be less noticable, but it’s beginnings are there.

The methods and tools that work best for me now are influenced by GTD, Niel Fiore’s The Now Habit, and from a broader perspective, by ideas inspired by Napoleon Hill’s Think and Grow Rich, which seems now to me to be less about planning your road to wealth, and more about how to use thought to visualize goals. Out of those kinds of ideas, stem the more practical suggestions of taking the larger goals and breaking them down into smaller tasks, a la the book How Do You Eat An Elephant: One bite at a time, which seemed to be recommended reading years ago to grad students.

In any case, the sum of everything I’ve taken from those books that I deem doable for me without being unreasonable. I do some of these with regularity, e.g. the high level planning, and others more loosely, e.g. the daily task list.

High and Mid Level Planning

This is the outline for a high level plan for a single project. Apply for each project, and iteratively apply to sub-projects. Revisit and revise based on changed goals in the daily/monthly/quarterly view. It’s kind of a like a roadmap and is done at the above intervals.

  • Set high level goals per project and record them. This can be done for both work and personal projects.
  • Break the high level down into steps towards achieving that goal, and further break those down into smaller and smaller bits that can each be accomplished in one sitting. Each step should be ideally accomplishable in a specific time frame, e.g. up to 1 hour on 15 minute intervals with repeat attempts as necessary.
  • Review the steps in the process, and record each step as a task or to do.
  • Plot groups of tasks along a high level continuum, e.g. year, quarter, month
  • I may also create a sort of radar and plot the projects on a 2x2 grid with a Y vector for importance/priority and an X vector for level of effort.
  • Put your tasks in project folders (phsyical folders or in software like OmniFocus, Things, an Outliner, Word, etc.), and put in order when possible so that next actions are at the top.

Low Level Planning

This is the day to day work of getting things done.

  • Check your project folders for next actions and list all the goals that need to be done today. GTD peeps call these tickle folders, and the practice is to check these frequently to see where you are.
  • If anything is waiting for feedback or input from someone else, file it back in or defer it, but check in with people you’re waiting on if you have to.
  • With your list of goals for the day, mark estimated time to complete or level of effort.
  • Start going down the list based on priority and level of effort and list tasks that you know you can complete for the day. Create a task list based on those “can do” actions, with estimated times to complete and checkboxes.
  • Record tasks completed and time to complete.
  • At the end of the day, plan your goals for the next day.

Ongoing Review

This is the ongoing planning I do every quarter and every month to set goals, and assess where I am with regard to the last month.

  • As above, adjust the higher levels according to shifted actual goals.

That’s a hell of a lot of stuff, and I haven’t even included the idea of planning the things you want to do, a la Now Habit and Uncalendar. I don’t do all of these. I do some of the above on paper in my sketchbook. At the top, I place my date and goals radar. Below, I list my tasks with checkboxes, level of effort/duration, and actual completion duration. I’ve actually been playing around with a task book based on this, which I print and bind myself.

Recently I’ve also been turned on to some great ideas that validate the above approach and give me ideas for how to better support this obsession with finding the method the works for me. One is Jack Cheng’s idea for forward time tagging/estimation in your task list. And the other is David Seah’s Printable CEO work sheets for tracking actual effort, and a Emergent Time Tracker Flash app he’s developing to do time tracking, which is pictured above. I’ve been playing with it, and it’s really quite nice. I’d be interested in using something like that full time on my Mac and iPhone. The Behance Network’s Action Method is a nice web-based service that let’s you do all of this online.

Anyway, now seemed like a good time to start sharing my thoughts on what works for me, mainly because I’m interested in hearing what works for other people. For now, I’m sticking to a combination of OmniFocus for the longer term planning and paper for the daily planning/tracking and it’s working for me. It’s been amazing to see how much people like to talk about this topic, but since Merlin’s stopped talking about GTD on 43 Folders, maybe we’ll stop talking so much about getting things done, and just get them done. Which reminds me, this blog entry has eaten up more than 30 minutes now.