GTD Collection, Processing & Organising

Meeting notes. Collect incoming stuff.

Email.

Postal mail.

Pager.

In-tray(s).

Nagging thoughts.

What is the item and what’s the successful outcome?

Voice mail.

Yes

Is action needed?

No File in Cabinet or create Reference memo

Yes Track this on your Projects list and put support material in File.

Is this a multi-step project?

File File, Eliminate or Incubate? Eliminate

No

Incubate

Trash if there are no tax,legal or work repercussions. Someday /Maybe Track on Someday/Maybe list if no action required now.

Review Projects weekly to determine the next action.

Read, Tickler or Someday/Maybe?

Tickler Delegate, Do or Defer? Read Defer Defer it if you can’t do it right now.

Delegate Delegate it if someone else should do it.

Do

File in Tickler if must be held for upcoming meeting or review.

Do it if takes less than 2 minutes. Yes Specific to a day or time? No

File in Reading Pile if must be read prior to tossing or filing.

Track on Agenda for next meeting

Note on Calendar.

Track on contextual To Do list.

No

All items done?

Yes

Concepts © David Allen (http://www.davidco.com/). Flowchart http://www.creed.co.uk/, from files from http://www.bol.ucla.edu/~smerino/gtd/gtd-1.html