GTD and Entourage

In my next post I’m going to delve into my experiences with taming the e-mail beast over the last year using Mail ActOn and Mail.app for Macintosh, but sadly those are no longer available to me. (Thankfully, I still have my Mac, but due to a server upgrade I need to use Entourage instead of Mail.app…and I really miss Mail ActOn.)

But now, based on some things I just found, and in keeping with the idea that a blog is the ultimate, unlimited searchable general reference filing system, I want to zoom up to today and some things I’ve discovered that I think will be really useful for me…and maybe for some others too.

Yesterday I came across the $10 paper Davidco has available for how to use Entourage for implementing GTD, but this morning may have found something even better. Nik, who has contributed some Applescripts to extend the functionality of Ethan Schoonover’s Kinkless GTD system, has made the jump away from kGTD to using Entourage.

I’m looking forward to seeing what OmniFocus will do, but maybe Nik’s scripts can bring this all into one system that syncs with my Blackberry. That would be sweet.

I also found another article about using Entourage for GTD. I will want to digest that, too.

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GTD: Taking the Plunge

David Allen begins Getting Things Done (GTD) with a bold promise:

It’s possible for a person to have an overwhelming number of things to do and still function productively with a clear head and a positive sense of relaxed control. That’s a great way to live and work, at elevated levels of effectiveness and efficiency. It’s also becoming a critical operational style required of successful and high-performing professionals. You already know how to do everything necessary to achieve this high-performance state. If you’re like most people, however, you need to apply these skills in a more timely, complete and systematic way so you can get on top of it all instead of feeling buried.

In the remaining pages, David fulfills his promise by laying out a systematic approach that he has developed and refined over about two decades of organizational coaching. And unlike many other books on organization that introduce readers to broad concepts and principles, David offers concrete, step-by-step instructions on ways of organizing that he has repeatedly found effective in hundreds if not thousands of real-world situations.

That’s the essence of coaching: it’s not “introduce the concept, let the students figure out the details for themselves.” A good basketball coach, for example, teaches sound shooting technique by instructing players on effective form. It’s possible to be a good shooter with bad form, but it’s a lot less likely and takes a lot more work. Likewise, it’s possible to be effective at organizing your life and work by developing your own system from scratch. But if someone has taken the time to distill decades of experience into one book that has not only strategies for success, but also the nitty gritty tactics, why go out of your way to invent your own methods?

David Allen is the John Wooden of personal organization trainers. And just as Bill Walton and Lewis Alcindor (later Kareem Abdul-Jabbar) bought into Coach Wooden’s system to win 10 NCAA basketball titles (including seven in a row) for UCLA, you would do well, no matter your natural personal organization talents, to apply David Allen’s system to your life.

When I arrived home after my plane ride, I decided to just take David’s advice. He suggested getting an electronic label maker so filing would be fun and easy, so I did it. He made other office-supply suggestions for maximum efficiency, so I spent about $100 (including the label maker) to get what he said would be useful. He said it would be good to clear a couple of days to do an initial organization and to clear out the underbrush, so instead of taking the day after Thanksgiving off as I had previously planned, I used it dive in.

In the next few days I’ll be writing more about that experience, what I learned then, what I’ve learned in the year since then and how much more I’ve yet to really learn.

If you’re like many people, you’re probably coming into a weekend that will give you some free time. I think one of the best things you could do to get more out of your coming work week, and work weeks yet to come, would be to get a copy of GTD and read it straight through, and then resolve to apply what you learn. Or, as David says, to apply in a more systematic way what you already know, but perhaps haven’t taken time to consciously consider.

And while you’re at it, pick up one of Coach Wooden’s books, too. I especially recommend Wooden on Leadership.

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GTD: A Year Later

It was on a trip to Jacksonville last November that I first read about GTD, David Allen’s Getting Things Done, in some blogs about personal productivity: one from Michael Hyatt, which led me to Marc’s Outlook on Productivity, which led to a presentation by Jeremy Wright, which I listened to and while following along with the Powerpoint.

After watching a presentation that seemed to make sense, and hearing everyone in these blogs (including Merlin Mann) talking about how fantastic GTD is, I decided that instead of reading articles from people who were applying David Allen’s system, it would be smart to get it straight from the source, and read his book. So I stopped by the book store on the way to the airport, and bought Getting Things Done for the plane ride home.

I was hooked.

GTD was one of the best purchases I’ve made. The system absolutely made sense, and what I loved most about it was how down-to-earth and practical it was. Books about strategic thinking can be both inspiring and deflating: they create aspirations for operating at a higher level, but don’t teach you how to clear the underbrush that creates all of the fires you constantly seem to be fighting. So as a result you develop the appetite for living more intentionally, but get either frustrated or guilty because the day-to-day press of “stuff” weighs you down.

GTD isn’t like that; it gives you immensely practical tools for dealing with the crush of “stuff” that is a reality in our always-on information society, so you can make time to do the strategic part.

Over the next couple of weeks, as I approach my one-year anniversary with GTD, I’m going to share some highlights of the practical benefits I’ve derived, the areas in which the immediate benefits have been tremendous, and some areas in which I still need work. I wrote about (and showed) some of the benefits in this post. I plan to elaborate on what has worked well (and also hopefully re-establish some habits that have become less habitual.)

I hope people reading this will find the example helpful, and that maybe you also would share your experiences, either through comments or trackbacks. I’d love to hear practical tips and pointers you can offer.

But more importantly, I hope you will do what I did: read the book for yourself instead of getting it second-hand.

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Getting Real: Toxic Meetings

The 37Signals gang has now made its magnum opus (or whatever the minimalist programming equivalent would be) available on-line for free on the web. If you want to take it with you, you have the $29 hardcopy option or $19 for a PDF.

The basic thesis of Getting Real is that for software, fewer features executed well beats the jack-of-all-trades approach. But as the authors say, their working philosophy has applications even when you’re not building an application:

Note: While this book’s emphasis is on building a web app, a lot of these ideas are applicable to non-software activities too. The suggestions about small teams, rapid prototyping, expecting iterations, and many others presented here can serve as a guide whether you’re starting a business, writing a book, designing a web site, recording an album, or doing a variety of other endeavors. Once you start Getting Real in one area of your life, you’ll see how these concepts can apply to a wide range of activities.

Here’s a sampling of this broadly applicable wisdom, from the essay entitled Meetings are Toxic:

Don’t have meetings

Do you really need a meeting? Meetings usually arise when a concept isn’t clear enough. Instead of resorting to a meeting, try to simplify the concept so you can discuss it quickly via email or im or Campfire. The goal is to avoid meetings. Every minute you avoid spending in a meeting is a minute you can get real work done instead.

There’s nothing more toxic to productivity than a meeting. Here’s a few reasons why:

They break your work day into small, incoherent pieces that disrupt your natural workflow
They’re usually about words and abstract concepts, not real things (like a piece of code or some interface design)
They usually convey an abysmally small amount of information per minute
They often contain at least one moron that inevitably gets his turn to waste everyone’s time with nonsense
They drift off-subject easier than a Chicago cab in heavy snow
They frequently have agendas so vague nobody is really sure what they are about
They require thorough preparation that people rarely do anyway
For those times when you absolutely must have a meeting (this should be a rare event), stick to these simple rules:

Set a 30 minute timer. When it rings, meeting’s over. Period.
Invite as few people as possible.
Never have a meeting without a clear agenda.

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GTD Tip: Personal Blog as Ultimate General Reference File

Readers of David Allen’s Getting Things Done are familiar with his advice that general reference files are best stored in one A-Z file drawer (or rather one A-Z file system, using as many file drawers as your space allows.)

For e-mails that are not actionable but may have some future usefulness, storing on your local hard drive in a “Reference – Business” or “Reference – Personal” folder is a good option. You could make it one big reference folder, too. The point is your reference e-mails are in one location (and with a big enough hard drive, space isn’t an issue) where you can use indexed search functions to find that old message when you need it. More on e-mail implementation of GTD in a future post.

What about personal thoughts, notes, web site links, etc. you may want to access later? The proverbial “note to self” e-mail is an option, which you can then put in the reference e-mails archive on your regularly backed up 😉 hard drive. That’s perhaps the best option for sensitive or confidential information.

For everything else, a personal blog is an elegant solution that offers several benefits:

It is completely and easily searchable based on any word or text string you can recall about the contents. If, for example, I’m trying to remember the vitamin-related web site I heard about from my friend Morri last week, I could go to the search box in my right-hand navigation, type “Morri” and press enter, even if I couldn’t remember the name of his company or that his last name is Chowaiki, to find my post about dinner with him and several other ALI conference participants.

It allows you to add comments about and context for the resources you are gathering. Social bookmarking sites like del.icio.us (to be addressed in a future post) are great for adding one-word tags to a web site (and you can add brief comments), but to capture a train of thought relating to some information, a blog is unbeatable…and you don’t have to remember the exact tag you used. You can search on any tidbit relating to the post that you happen to recall.

Your thoughts and learnings are available to the world (unless you decide to make your personal blog a private blog that is password-protected for access.) Your post may lead to comments from someone else, which can help both of you, and others who may find your conversation.

For example, when I attended the ALI conference on blogging and podcasting in San Francisco last week, I posted on both of the pre-conference workshops and each of the general sessions. I included links to the speakers’ sites and to those they resources they mentioned during their presentations primarily so I would be able to go back and refer to them. This will be a valuable resource for me, much better than handwritten notes in a binder that will go on a shelf. And by including links to my posts, Shel Holtz made the information more easily accessible not only to those who attended the conference and knew I was blogging it, but also to his network of readers.

Finally, storage is unlimited, free, neat and orderly. You can dump the information into the blog, but if never clutters your desktop. If you take time to tag and categorize, it may be more easily accessible, particularly for others. But as long as you have a search function on your blog, it’s out of sight, out of mind, not cluttering your desktop (either physical or virtual)…but instantly accessible.

How cool is that?

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