Getting Things Done*

presented by Trisa Clemons

*Getting Things Done: The Art of Stress-Free Productivity

David Allen Company – www.davidallengtd.com

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Managing Workflow

How do you manage your

workflow?

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Managing Workflow

Exercise
Spend the next 5 minutes writing
down whatever comes to mind.

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Managing Workflow

5 Steps to Managing Workflow

•Collect
•Process
•Organize
•Review
•Do

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Managing Workflow - Collect

•Capture everything – Get it out of your head

•Have as few collectors as you can, but as many as
you need
•Empty them regularly by processing and organizing

5
Managing Workflow - Process

•Actionable?
•Project
•Next Action
•Do, Delegate, Defer
•Not Actionable?
•Toss
•Tickle
•File

6
Managing Workflow - Organize

•Projects
•Calendar
•Next Actions
•Waiting For

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Managing Workflow - Organize

Example

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Managing Workflow - Review

•Review calendar and action lists daily

•Conduct a customized weekly review to clean up,
maintain and advance your systems
•Review longer-term actions and projects as often as
needed

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Managing Workflow - Do

•Make choices
•Context
•Time
•Energy
•Priorities
•Stay flexible
•Consistent focus on priorities

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Quick Hits

Turn off alerts

Determine the best time of day to process your
inbox (instead of doing it all day long)
Schedule a time to set-up a system . . .and just do it!
If using Outlook, drag and drop items to your
calendar and task list
Recognize that things will change throughout each
day. Be flexible.

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