Welcome to part one of the Periodic Review series of posts. Originally written in the Spring of 2007, my own practice has evolved and grown into a richer and more useful review appointment. Therefore I am up-dating this post and adding some additional details and practices that may make your own review practice easier and more productive. Today we will look at the building blocks of the review process, starting with the Daily review. From Getting Things Done, by David Allen:
“The real trick to ensuring the trustworthiness of the whole organization system lies in regularly refreshing your psyche and your system from a more elevated perspective.“
Your Daily Review
The daily review process involves two steps:
- “Closing up shop” at the end of your day
- Planning for your current day
You may be thinking that this is blindingly obvious, but let me tell you. Many of the people that e-mail me for help do not shut things down in an organized fashion when they leave their office. Oh sure, they may put things away, clear off their desk, turn off the PC and the lights. But they do not set themselves up for success on the following day. This is one of the most important lessons that I learned working in the hospitality business: If you do not re-set and re-stock your work areas at the end of your shift, the next shift coming in will face a disaster. When you do prep for the next shift, even if the next shift is just you, then that shift can come in and just start working. How very convenient.
Closing up shop
This is the easiest thing in the world to do, are you ready? Take 5-10 minutes at the end of your day and stop working. Start prepping:
- Clear out your in-box, if you haven’t already.
- Make a list of things that you have started but not finished.
- Jot down anything that is lurking in your mind related to your tasks for today and the future.
- Capture any thoughts or ideas about upcoming work, tasks, or meetings to be reviewed the next day.
Put all of this information into your system, be it paper or digital. Go home.
Plan for Today
Now you are ready to start your day, and you have a head-start because of the prep-work that you did last night. Even if you left work and went on a date, to see a movie or a game, or just plain stopped thinking about work for the whole weekend you are prepared to take up right were you left off – because you have that list. Now you can see, at a glance, what is going on. What tasks were left partially- or undone, and what your thoughts were about the upcoming events of the day.Now you can create and prioritize a task list for the day.
Every day next week I will be running a series of posts where we will discuss the Weekly, Monthly, and Quarterly Reviews, followed by a less-detailed version of the Periodic Review that is focused on accountability and goal-setting.