D*I*Y Planner v3.

0
Getting Things Done Reference Package
A personal note from Douglas Johnston, creator of the D*I*Y Planner:
Getting Things Done (a.k.a., GTD) is a fabulous book by David Allen that has
provided both methodology and motivation to millions of people (including
myself), enabling them to lead more productive lives. As I consider this book
to be the chief inspiration behind the D*I*Y Planner project, it is only right
that we offer some quick reference charts for the purposes of reminder and
meditation. I believe that these offer little beneft to anyone who has not
read the book; if this includes you, and you fnd use in the D*I*Y Planner kits,
I heartily recommend running to your local bookstore to purchase it. It may
change your life.
A disclaimer: all ideas here are David Allen’s, not mine. Thus, they are
subject to being withdrawn without notice whenever Mr. Allen asks. Two
diagrams are freely downloadable at the DavidCo website: the original GTD
digram from the book; and the advanced workfow diagram designed by Scott
Moehring. These are simply scaled and adjusted slightly to ft the pages of
your planner. The colour diagram on pages 3-4 was created by me to include
a few more concepts from the book (such as the weekly review), and in a
format more suitable to the D*I*Y Planner kits.
The most recent version of this package, along with the rest of the printable
template kits, can always be found at:
http://www.diyplanner.com/templates/offcial/classic
The DIYPlanner.com site also contains handbooks, how-to guides, documents
and numerous articles that can help you make the most of your planner.
Legal Rights & Disclaimers
Getting Things Done and related diagrams are copyright © David Allen, All
Rights Reserved.
All other D*I*Y Planner templates, covers, and relevant documentation are
©2004-2006 Douglas Johnston (email dougj@diyplanner.com) and are
released under the terms of a Creative Commons license:
http://creativecommons.org/licenses/by-nc-nd/2.0/
This page intentionally left blank.
What’s the
Next Action?
Is It
Actionable?
What Is It?
Weekly Review:
IN BOX
SOMEDAY/
MAYBE
REFERENCE
PLANNING
PROJECTS
Eliminate
Incubate
File
FOR ME:
YES
NO YES (multi-step)
“STUFF”
DO IT
Less than
2 minutes
ASAP
Specific Date or Time
Next Actions Lists/Folders/Trays Datebook / PDA Waiting For Lists
CALENDAR
Delegate
Review for Actions
Based upon the book Getting Things Done by David Allen (All Rights Reserved by David Allen)
This diagram created by Douglas Johnston for the D*I*Y Planner project: www.DIYPlanner.com
Projects
Commitments
Communications
Reports / Writings
Meetings
Reviewing
Financials
Administration
Clients
Marketing
Systems / Supplies
Delegation
Errands
Pers./Prof. Development
Home/Office Maintenance
Community / Civic Issues
Loose papers
Process your notes
Previous calendar data
Upcoming calendar
Empty your head
Project / outcome lists
Next Actions lists
Waiting For lists
Relevant checklists
Someday/Maybe lists
Pending and support files
Be creative & courageous
Quick Reference Getting Things Done
What’s the
Next Action?
Is It
Actionable?
What Is It?
Weekly Review:
IN BOX
SOMEDAY/
MAYBE
REFERENCE
PLANNING
PROJECTS
Eliminate
Incubate
File
FOR ME:
YES
NO YES (multi-step)
“STUFF”
DO IT
Less than
2 minutes
ASAP
Specific Date or Time
Next Actions Lists/Folders/Trays Datebook / PDA Waiting For Lists
CALENDAR
Delegate
Review for Actions
Based upon the book Getting Things Done by David Allen (All Rights Reserved by David Allen)
This diagram created by Douglas Johnston for the D*I*Y Planner project: www.DIYPlanner.com
Projects
Commitments
Communications
Reports / Writings
Meetings
Reviewing
Financials
Administration
Clients
Marketing
Systems / Supplies
Delegation
Errands
Pers./Prof. Development
Home/Office Maintenance
Community / Civic Issues
Loose papers
Process your notes
Previous calendar data
Upcoming calendar
Empty your head
Project / outcome lists
Next Actions lists
Waiting For lists
Relevant checklists
Someday/Maybe lists
Pending and support files
Be creative & courageous
Quick Reference Getting Things Done
by David Allen
by David Allen
COL L E CI
everyIhihg, ouIside your head
DO
uehced by realiIy o! currehI siIuaIioh
CON1LX1
1IML AVAILA8LL
LNLRCY AVAILA8LL
PRIORI1Y
Ihree opIiohs aI ahy momehI
PRLDLFINLD WORK (Iakes disciplihe)
DLFININC (khow ALL your work)
AS I1 SHOWS UP (cah lead Io Ihe urgehI Irap)
50,000+ !eeI (li!e)
40,000 !eeI (3-5 year visiohs)
30,000 !eeI (1-2 year goals)
20,000 !eeI (areas o! respohsibiliIy)
10,000 !eeI (currehI proiecIs)
RUNWAY (currehI acIiohs)
OR OR
RE Vl E W
as o!Ieh as heeded Io keep your head empIy
Daily Weekly Occasiohally
LOOSL
"S1UFF"
& MLL1INC
NO1LS
+
F E E L l NG I OO NUCH 5 I RE 5 5 ? Which ohe o! Ihese will help you geI more clear ahd compleIe?
Always have
a collecIioh Iool
close by
Ohly use your ihboxes
as your ihboxes,
doh'I use your ehIire
brie!case or car
Decide OuIcomes &
NexI AcIiohs as sooh as
Ihihgs show up
Do mosI 2 mih.
acIiohs immediaIely
i! you plah Io ever do
Ihem aI all
Lhd meeIihgs by
clari!yihg ouIcomes,
decidihg NexI AcIiohs,
ahd who's respohsible
Doh'I allow slips o!
paper & meeIihg hoIes
Io siI uhprocessed
Use your
calehdar ohly !or Ihihgs
IhaI absoluIely have
Io geI dohe IhaI day
LisI acIual Very Next
AcIiohs, hoI vague,
uhdoable "sIu!!" or
ProiecIs ih disguise
PuI ALL your
mulIi-sIep opeh loops
oh your ProiecIs lisI
Use ahd IrusI your lisIs
Io remihd you, hoI
your ProiecI supporI
maIerials
Do your
weekly review .
weekly
Review your
higher alIiIudes
!or OuIcomes ahd
NexI AcIiohs
NO acIioh how YE5 acIiohable, buI de!erred SupporI maIerials
compuIer
hard
drive
( )
ihdicaIes
locaIioh
plahs
5
Iravel
!olders
ORGANl Z E
P ROCE 5 5
ih-Io-empIy early, quickly & regularly
300 - 400
Iimes a day
:10 - :40
secohds each
(CL1 FAS1LR)
Doihg

What is it? ls it actionable?
NO YE5
What is the successful Outcome?
what will have happened when this can be checked offI
Describe it in past tense. More than one stepI |t's a Proìect!
What is the Next Action?
|f this was the only only thing you had to get done,
what is the very next physical thing you would have to do I

Do Delegate Defer
5IUFF
FILL DAILY
OR OR
Are you really really really really
the best
person to
do this?
Jo be done on a
simply as soon
as possible
Cetting Jhings Done by David Alleh, www.davidco.com rev. 2/27/04
5IUFF
MOVL CLOSLR
NLVLR
8ACK "IN"
2 1
RLFLRLNCL
Doihg Doihg
OU1 OF SICH1

Less-than two minute Less-than two minute
Next Action? Do it now! Next Action? Do it now! Next Action? Do it now! Next Action? Do it now!
Ihe resulIs o! your Ihihkihg
MAIL 1O SLLF MAIL 1O SLLF
PU1 ALL "IN"
COL L E CI
everyIhihg, ouIside your head
DO
uehced by realiIy o! currehI siIuaIioh
CON1LX1
1IML AVAILA8LL
LNLRCY AVAILA8LL
PRIORI1Y
Ihree opIiohs aI ahy momehI
PRLDLFINLD WORK (Iakes disciplihe)
DLFININC (khow ALL your work)
AS I1 SHOWS UP (cah lead Io Ihe urgehI Irap)
50,000+ !eeI (li!e)
40,000 !eeI (3-5 year visiohs)
30,000 !eeI (1-2 year goals)
20,000 !eeI (areas o! respohsibiliIy)
10,000 !eeI (currehI proiecIs)
RUNWAY (currehI acIiohs)
OR OR
RE Vl E W
as o!Ieh as heeded Io keep your head empIy
Daily Weekly Occasiohally
LOOSL
"S1UFF"
& MLL1INC
NO1LS
+
F E E L l NG I OO NUCH 5 I RE 5 5 ? Which ohe o! Ihese will help you geI more clear ahd compleIe?
Always have
a collecIioh Iool
close by
Ohly use your ihboxes
as your ihboxes,
doh'I use your ehIire
brie!case or car
Decide OuIcomes &
NexI AcIiohs as sooh as
Ihihgs show up
Do mosI 2 mih.
acIiohs immediaIely
i! you plah Io ever do
Ihem aI all
Lhd meeIihgs by
clari!yihg ouIcomes,
decidihg NexI AcIiohs,
ahd who's respohsible
Doh'I allow slips o!
paper & meeIihg hoIes
Io siI uhprocessed
Use your
calehdar ohly !or Ihihgs
IhaI absoluIely have
Io geI dohe IhaI day
LisI acIual Very Next
AcIiohs, hoI vague,
uhdoable "sIu!!" or
ProiecIs ih disguise
PuI ALL your
mulIi-sIep opeh loops
oh your ProiecIs lisI
Use ahd IrusI your lisIs
Io remihd you, hoI
your ProiecI supporI
maIerials
Do your
weekly review .
weekly
Review your
higher alIiIudes
!or OuIcomes ahd
NexI AcIiohs
NO acIioh how YE5 acIiohable, buI de!erred SupporI maIerials
compuIer
hard
drive
( )
ihdicaIes
locaIioh
plahs
5
Iravel
!olders
ORGANl Z E
P ROCE 5 5
ih-Io-empIy early, quickly & regularly
300 - 400
Iimes a day
:10 - :40
secohds each
(CL1 FAS1LR)
Doihg

What is it? ls it actionable?
NO YE5
What is the successful Outcome?
what will have happened when this can be checked offI
Describe it in past tense. More than one stepI |t's a Proìect!
What is the Next Action?
|f this was the only only thing you had to get done,
what is the very next physical thing you would have to do I

Do Delegate Defer
5IUFF
FILL DAILY
OR OR
Are you really really really really
the best
person to
do this?
Jo be done on a
simply as soon
as possible
Cetting Jhings Done by David Alleh, www.davidco.com rev. 2/27/04
5IUFF
MOVL CLOSLR
NLVLR
8ACK "IN"
2 1
RLFLRLNCL
Doihg Doihg
OU1 OF SICH1

Less-than two minute Less-than two minute
Next Action? Do it now! Next Action? Do it now! Next Action? Do it now! Next Action? Do it now!
Ihe resulIs o! your Ihihkihg
MAIL 1O SLLF MAIL 1O SLLF
PU1 ALL "IN"

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