Change Your Game with GTD®

Managing A Personal & Professional System #72

18 snips
Apr 11, 2024
Mark Stephenson, senior partner at a big-four professional services firm, discusses the challenges of blending personal and professional GTD systems, effective meeting note-taking strategies, and utilizing AI tools for efficient organization.
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ANECDOTE

Mark's Note-Taking Challenge

  • Mark uses Apple Notes for meeting notes and call triggers, including analog notes when needed.
  • He organizes notes by date to keep a clear trail but finds it hard to extract actions later due to volume buildup.
ADVICE

Separate Action Items in Notes

  • Flag actionable items during meetings separately to distinguish them from general notes.
  • Rolling up actionable commitments at the top of notes improves recall and accelerates processing after meetings.
INSIGHT

Post-Meeting Processing Needs

  • Complex meetings require up to 20-30% of the meeting time afterwards for thoughtful post-processing.
  • This post-processing helps clarify commitments and plan next steps, essential for high-performance roles.
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