Professional Documents
Culture Documents
Daily Review Process
Daily Review Process
1. Capture:
● Q
uickly jot down any new tasks, ideas, or commitments that arise throughout the
day in your preferred capture tool (notebook, app, etc.).
2. Clarify:
P
● rocess the captured items, asking whether each is actionable or not.
● If it takes less than two minutes, consider doing it immediately.
● Delegate, defer, or categorize tasks as appropriate.
3. Organize:
U
● pdate your Next Actions list with new tasks.
● Make adjustments to priorities or due dates as needed.
● Ensure that your task management system is organized for the next day.
4. Reflect:
R
● eflect on the day's accomplishments and challenges.
● Note any insights or lessons learned.
● Consider adjustments for the next day.
5. Engage:
● U se insights gained during the review to guide actions for the remainder of the
day.
● Engage with tasks, focusing on high-priority items.
● Mark completed tasks as done.
● G
ather any outstanding tasks, projects, or ideas that may not have been
processed during daily reviews.
2. Clarify:
P
● rocess captured items, clarifying their nature and determining next actions.
● Identify any incomplete or pending tasks and assess their status.
3. Organize:
● R eview and update all lists, including Next Actions, Waiting For, and
Someday/Maybe.
● Organize your task management system for optimal efficiency.
● Ensure that projects are well-defined with clear next steps.
4. Reflect:
R
● eflect on the past week's accomplishments and challenges.
● Assess the effectiveness of your task management system.
● Consider whether your priorities align with your larger goals.
5. Engage:
P
● lan for the upcoming week based on insights gained during the review.
● Set priorities, assign due dates, and make adjustments as necessary.
● Prepare for a focused and productive week.
● R eview long-term goals and consider whether your current actions align with
those goals.
● Archive or clean up any unnecessary items from your task management system.
hese processes provide a structured framework for daily and weekly reviews, helping
T
you maintain control over your tasks and ensuring that your system is always up-to-date
and aligned with your priorities. Feel free to customize these processes based on your
preferences and specific needs.