Originally published 14 April 2006
I’ve already said that I think the Weekly Review is the thing that makes the whole GTD system work. Recently I ran across an excellent checklist that someone had put together about what is in their weekly review. I started to think about my weekly review as well. I realized that I do a lot of the collecting and processing on a daily basis, and that I consider this separate from the weekly review. Here is my weekly review checklist so you can see how I handle this:
Weekly Review Checklist
- Do a mind sweep and get all the stuff out of my head
- Look at calendar for things that may need to be processed further
- Look at upcoming calendar for things that may need action
- Review my Waiting For List
- Do a daily review
- Review Bonsai:
- Check my areas of focus to make sure they are all still relevant
- Check my start this week list to see what may need to be started, and make these things projects
- Check my Due this Month list to see if I am moving appropriately on these items
- Check my someday/maybe and projects to assess load for the next week. Move things as necessary.
- Look at my projects list; archive completed projects, ensure each has the appropriate thinking behind it (such as outcome, purpose, etc)
- Look at Next Actions. Any project that does not have any gets marked as a Need NA
- Review projects that Need NAs and create them
- Check the NAs that are not linked to my to do list and link if necessary
- Check the NAs that are linked
I really try to make sure that I only put things on my to do list for projects I want to move on in the next week. I have to limit myself in this way, or my to do list becomes overwhelming and turns into an ignore list.
Update June 2007
This process has not changed much since I wrote the article. I perform the review more often than weekly to keep myself on track, and I have expanded the Bonsai processing, but it still follows the same flow.