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Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
February 16, 2017
krt4@Williams.edu
x3542
Kevin R. Thomas
Training & Development Manager
Getting Things Done
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• At your tables …
• Say your name and …
• 1 thing that helps you stay organized
• 5 minutes
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• What does it mean to be
organized?
You Write the Slide
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• Write down the project or
situation that is most on
your mind at this moment.
• What is the very next
physical action needed to
move the situation
forward?
• What changed for you in
doing that?
Exercise
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• You haven’t clarified what
the intended outcome is.
• You haven’t decided what
the next physical action
step is.
• You haven’t put a reminder
of the outcome and the
action in a system you
trust.
Why things are on your mind
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• Time
• Information
• Priorities
3 Things You Can’t Manage
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• Action
1 Thing You Can Manage
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• Every open loop must be
in your capture system
• Use as few buckets as
possible.
• Empty them regularly.
Success Factors for Capturing
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• Projects List
• Next Actions (as soon as
possible)
• Waiting On List
• Someday/Maybe List
• Calendar
• Project support material
• Resource Files (folders,
books, binders, etc.)
Elements You Will Need
Make it now!
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
Projects Next Actions
>1 Step Physical, visible
activity
Completed in <1 year
Has a “kickstarter” next
action
Projects vs. Next Actions
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
Finalize Resolve Handle
Look into Submit Maximize
Organize Design Complete
Ensure Roll out Update
Install Implement Set-up
Project Verbs
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
Call Organize Review
Buy Fill out Find
Purge Look into
(Web)
Gather
Print Take Waiting for
Load Draft Email
Next Action Verbs
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• At least 3 Paper-holding
Trays
• Paper
• Pen/Pencil
• Post-Its
• Automatic Labeler
• File Folders
Setting Up Your Workplace: Supplies
• Paper clips
• Stapler/staples
• Scotch Tape
• Rubber Bands
• Wastebasket/recycling
bins
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• Supplies
• Reference Materials
• Decorations
• Equipment
• … anything else goes in
your In Tray.
Setting Up Your Workspace
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• “What has your attention
that isn’t represented by
something already in your
in-tray?”
• Write each on a separate
sheet of paper.
• Go for quantity.
• Use the “Incompletion
Triggers List” (pp.116-119)
The Mind Sweep – try it now!
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• Start from the top
• Do not skip any items
• Give it 100% of your
attention
Processing
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
GTD Processing System
Part 1 of 2
Is it
Actionable?
Do it
Get clear
and
specific
about the
action
Will it take
<2
minutes?
Trash
No
Yes
Yes
No
INBOX
STUFF
Someda
y
Referenc
e
Keep in a separate 2
minute file for when you
return to your office
Tickler
File
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
GTD Processing System
Part 2 of 2: Action Needed, >2 min
Are you the best
person to do it?
No
Yes
Delegate
+
Waiting
On List
Does it
need to be
done at a
certain
time?
Yes
Calendar
No
Add to
Next
Action
List
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• Use folders/tags:
o @Action
o @Waiting For
o Project folders
Processing Email
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• Look at your Next Action
List & any project folders
• Identify projects: >1 step,
<1 year
• List all of your projects
• Make sure all of your
projects have a place on
the “next action” or
“waiting for” list
Populate the Projects List
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• Project list that you might
not get to in the next year.
Populate the Someday/Maybe List
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• By context:
o Work (W)
o Home (H)
o Phone (P)
o Errand (E)
o Try it!
• Shopping lists
• Movies to see
• Books to read , etc.
Organize Your Next Action List
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• All day event on gcal
• Add email notification.
• Can be recurring
• Or use tasks.
Calendaring Actions
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• Context: What can you do
where you are right now?
• Time: What can you do in
the time available?
• Energy: What can you do
with the energy available?
• Priority: What is most
important for me to do?
Decide What to Do
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• Helps your brain trust the
system
• A few minutes here and
there
• Look at your calendar
• Then your lists
Reflecting - ongoing
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
• Go through processing
steps until….
• “I absolutely know right
now everything I’m not
doing but could be doing if
I decided to.”
• Get clear, current, and
creative
Weekly Review
Getting Things Done
Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542
Kevin Thomas
krt4@Williams.edu
x3542
• Program evaluation
• Program Page

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Getting things done

  • 1. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 February 16, 2017 krt4@Williams.edu x3542 Kevin R. Thomas Training & Development Manager Getting Things Done
  • 2. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • At your tables … • Say your name and … • 1 thing that helps you stay organized • 5 minutes
  • 3. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • What does it mean to be organized? You Write the Slide
  • 4. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • Write down the project or situation that is most on your mind at this moment. • What is the very next physical action needed to move the situation forward? • What changed for you in doing that? Exercise
  • 5. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • You haven’t clarified what the intended outcome is. • You haven’t decided what the next physical action step is. • You haven’t put a reminder of the outcome and the action in a system you trust. Why things are on your mind
  • 6. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • Time • Information • Priorities 3 Things You Can’t Manage
  • 7. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • Action 1 Thing You Can Manage
  • 8. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • Every open loop must be in your capture system • Use as few buckets as possible. • Empty them regularly. Success Factors for Capturing
  • 9. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • Projects List • Next Actions (as soon as possible) • Waiting On List • Someday/Maybe List • Calendar • Project support material • Resource Files (folders, books, binders, etc.) Elements You Will Need Make it now!
  • 10. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 Projects Next Actions >1 Step Physical, visible activity Completed in <1 year Has a “kickstarter” next action Projects vs. Next Actions
  • 11. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 Finalize Resolve Handle Look into Submit Maximize Organize Design Complete Ensure Roll out Update Install Implement Set-up Project Verbs
  • 12. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 Call Organize Review Buy Fill out Find Purge Look into (Web) Gather Print Take Waiting for Load Draft Email Next Action Verbs
  • 13. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • At least 3 Paper-holding Trays • Paper • Pen/Pencil • Post-Its • Automatic Labeler • File Folders Setting Up Your Workplace: Supplies • Paper clips • Stapler/staples • Scotch Tape • Rubber Bands • Wastebasket/recycling bins
  • 14. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • Supplies • Reference Materials • Decorations • Equipment • … anything else goes in your In Tray. Setting Up Your Workspace
  • 15. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • “What has your attention that isn’t represented by something already in your in-tray?” • Write each on a separate sheet of paper. • Go for quantity. • Use the “Incompletion Triggers List” (pp.116-119) The Mind Sweep – try it now!
  • 16. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • Start from the top • Do not skip any items • Give it 100% of your attention Processing
  • 17. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 GTD Processing System Part 1 of 2 Is it Actionable? Do it Get clear and specific about the action Will it take <2 minutes? Trash No Yes Yes No INBOX STUFF Someda y Referenc e Keep in a separate 2 minute file for when you return to your office Tickler File
  • 18. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 GTD Processing System Part 2 of 2: Action Needed, >2 min Are you the best person to do it? No Yes Delegate + Waiting On List Does it need to be done at a certain time? Yes Calendar No Add to Next Action List
  • 19. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • Use folders/tags: o @Action o @Waiting For o Project folders Processing Email
  • 20. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • Look at your Next Action List & any project folders • Identify projects: >1 step, <1 year • List all of your projects • Make sure all of your projects have a place on the “next action” or “waiting for” list Populate the Projects List
  • 21. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • Project list that you might not get to in the next year. Populate the Someday/Maybe List
  • 22. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • By context: o Work (W) o Home (H) o Phone (P) o Errand (E) o Try it! • Shopping lists • Movies to see • Books to read , etc. Organize Your Next Action List
  • 23. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • All day event on gcal • Add email notification. • Can be recurring • Or use tasks. Calendaring Actions
  • 24. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • Context: What can you do where you are right now? • Time: What can you do in the time available? • Energy: What can you do with the energy available? • Priority: What is most important for me to do? Decide What to Do
  • 25. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • Helps your brain trust the system • A few minutes here and there • Look at your calendar • Then your lists Reflecting - ongoing
  • 26. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 • Go through processing steps until…. • “I absolutely know right now everything I’m not doing but could be doing if I decided to.” • Get clear, current, and creative Weekly Review
  • 27. Getting Things Done Kevin R.Thomas, Manager,Training & Development · Office of Human Resources · kevin.r.thomas@williams.edu · 413-597-3542 Kevin Thomas krt4@Williams.edu x3542 • Program evaluation • Program Page

Editor's Notes

  1. “Where something is matches what it means to you.”
  2. Agreements lecture