[curt.clifton]

Christopher,

I'm glad these were helpful. Here's my weekly review checklist:

- [ ] Collect: Empty your head, brainstorm actions, projects, and
      somedays
          Just dump ideas into Inbox.  If you try to put them into your
          system now you'll just find yourself processing and
          organizing instead of collecting.
    - [ ] Review Monthly Goals for triggers
    - [ ] Review Active documents for triggers
    - [ ] Identify any issues to discuss w/ Lisa
    - [ ] Review past week's calendar to trigger other ideas/actions
    - [ ] Review next week's and month's calendar for actions
    - [ ] Review on-hold projects, any items to make active? to delete?
              Show On-Hold Projects Review perspective
- [ ] Process: Integrate all your notes from the collection phase into
      your system
- [ ] System Review
    - [ ] Review action lists
    - [ ] Review waiting-for list — reminders needed?
    - [ ] How's your balance?
        - [ ] Review distribution of completed tasks across roles

And here's my monthly review checklist, heavily laden with Steven Covey's first-things-first ideas:

- [ ] Go somewhere calm
- [ ] Review Personal Mission Statement.
- [ ] Consider each role
    - [ ] Brainstorm for any projects that should be started or put on
          Someday/Maybe
    - [ ] Are there any projects that are stalled or ideas that keep
          popping up?
        - [ ] Do you need to do some project planning?
                  See Allen's natural planning model (see GTD, ch. 3)
            - [ ] Is the purpose of the project clearly defined?  Why
                  do it?
            - [ ] Have you envisioned what a successful outcome looks
                  like?  What is success on this project?
            - [ ] Have you brainstormed possible routes to success?
            - [ ] Have you organized the steps in the process?
            - [ ] Have you identified clear, actionable next actions?
        - [ ] Need more clarity about what to do?  Move up the list.
        - [ ] Need more to be happening?  Move down the list.
    - [ ] Review Someday-Maybe Ideas
- [ ] Review Past Monthly Goals
    - [ ] Evaluate performance
    - [ ] Consider reasons for success
    - [ ] Determine reasons for failures, plan remediation
- [ ] Review general performance issues
    - [ ] Are you being conscientious about daily and weekly reviews?
    - [ ] Are you keeping appointments with self?
    - [ ] Have you maintained balance across roles & responsibilities?
- [ ] Set monthly goals in each role
    - [ ] Relate to One and Five Year Goals
    - [ ] “What are the one or two most important things I could do in
          this role this month that would have the greatest positive
          impact.”
    - [ ] Big Rocks First
    - [ ] Effective Goals:
        - [ ] are driven by conscience
        - [ ] are often Quadrant II goals
            - [ ] Q1 Urgent & Important
            - [ ] Q2 Not urgent but important
            - [ ] Q3 Urgent but not important
            - [ ] Q4 Neither urgent nor important
        - [ ] reflect our four basic needs (to live, to love, to learn,
              to leave a legacy) and capacities (conscience, creative
              imagination, independent will, self-awareness)
        - [ ] are in our Center of Focus
        - [ ] are either determinations or concentrations
- [ ] Flag monthly goals in project outline
          Show all flagged in project mode, select all, Cmd-Shift-L
          Set more frequent review intervals for flagged goals.

These checklists have evolved over time. My monthly review checklist is particularly detailed, because I need more help to do that well, and it happens less often.