David Allen, a productivity pioneer known for his book *Getting Things Done*, shares insights on conducting an effective weekly review. He discusses the importance of scheduling this review, documenting successes, and aligning weekly actions with long-term goals. Allen recommends flagging a few key tasks and reviewing ongoing projects in tools like OmniFocus. He also emphasizes the need to assess daily habits to maintain focus and enhance productivity. A must-listen for anyone looking to boost their efficiency and personal growth!
Conducting a dedicated weekly review enhances productivity by allowing individuals to reflect on accomplishments and set actionable goals for the upcoming week.
Incorporating a structured checklist while blocking time for the review fosters an organized mindset and aligns daily habits with personal and professional aspirations.
Deep dives
The Value of a Weekly Review
Conducting a weekly review is a crucial practice to enhance productivity and personal mastery. This reflective process allows individuals to assess their previous week, acknowledge accomplishments, and identify areas for improvement. By taking time to appreciate successes, even small ones, individuals can foster a positive mindset and motivation for the upcoming week. Recognizing the importance of planning in advance, similar to how pilots prepare for flights, can significantly improve one's ability to navigate challenges effectively.
Structuring the Review Process
To maximize the effectiveness of the weekly review, it’s essential to block dedicated time for this practice. This time can vary based on personal preferences, with options ranging from Sunday evenings to Monday mornings. During this time, distractions such as emails and phone notifications should be turned off to create a focused environment. Following a structured checklist can help guide the review, ensuring that all essential aspects are covered, such as reflecting on goals and determining next actionable steps.
Identifying and Prioritizing Goals
A key component of the weekly review is reading through established personal and professional goals to remain focused on important objectives. By writing down specific goals or even just a few tasks for the month, individuals can clarify their intentions and establish a clear direction. Once goals are reviewed, determining actionable steps for the coming week becomes imperative, as breaking down larger tasks into manageable actions prevents overwhelm. Prioritizing three to five of the most crucial next steps helps maintain focus and increases the likelihood of accomplishment.
Maintaining Accountability and Tracking Progress
In addition to planning actions, tracking habits and commitments contributes to overall accountability and progress. Using tools or apps to monitor daily habits ensures that individuals remain aligned with their aspirations, promoting consistency in practice. Reviewing the calendar for upcoming weeks is also vital, as it helps to anticipate obligations and prepare accordingly. This systematic approach to both planning and reviewing fosters an organized mindset and empowers individuals to achieve their personal and professional goals.
Dave Stachowiak: Coaching for Leaders
In the book Getting Things Done*, past guest David Allen first popularized the practice of a weekly review. In this episode, I share my own process for the weekly review, so that you can incorporate the actions that best work for you.
Key Points
1. Block Time
I complete my weekly review either Sunday evening or early Monday morning. Pick a time that will work consistently in your schedule.
2. Record What Worked
I don’t have an issue remembering what didn’t work, so I discipline myself to write down what did work last week. That way, I recognize strengths.
3. Review Goals
I do a full read of the annual goals I created at the beginning of the year, so I know where I am headed.
4. Determine Next Actions
I decide the next action for each annual goal to advance me closer.
5. Flag 3-5 Actions
I pick the 3-5 actions (fewer is better) than I will commit to complete this week. I leave the rest of them for another week.
6. Remove Flags from Last Week
If there are still flagged items remaining from last week (often the case) I remove them if they are not already on this week’s list. This is an administrative step.
7. Review Projects in OmniFocus
I review all my projects in OmniFocus* for important tasks that might need to be added to the week.
8. Review Habits and Set Focus
I review my daily habits on Coach.me for the last week to see where I did well and where I fell short. Then, I pick a focus habit for the week so I can realign with one I’ve been missing. I write it on my office board.
9. Review Calendar for 14 Days
Looking ahead to just this week isn’t good enough and I won’t think to look to the following week until Friday. Reminding myself to do this is key.
10. Review Tasks for 7 Days
I review all my tasks in the OmniFocus* forecast view, just to be sure I’m aware of busier days ahead.
11. Block Time
I schedule or block time that I need to be doing something (like a client meeting) if not already booked. I work hard to minimize this to only things I must do at a certain time.
Download My Weekly Review Checklist
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