The Weekly Review Booklet

Posted on Posted in Before March 1st 2011

Long time ago, GTDConnect (You can get a 14 day trial) had a Magazine that they produce called the GTD Journal. Sadly they stop it, but in the 3rd issue, there was this article for me and my weekly review booklet. I ask the DavidCo people and kindly they allow me to republish here.

I choose to copy the text as well as the 2 images on the original formatting (that was really cool) , and also add the PDF version at the end for you to downloaded.

The Weekly Review Booklet

For many people, one of the most difficult things to understand the value of – and therefore to develop as a habit – is the Weekly Review. When I started working with GTD, I didn’t fully comprehend the importance of it. But once I discovered how essential the Weekly Review is, I decided to find ways to improve my system.

After many trials (it seems I found 1,000 ways how not to do the Weekly Review), I created what I call “The Weekly Review Booklet.” This booklet allows me to go through the review process page by page, keeping my focus and concentration at the same time. The booklet also helps to remove the overwhelm factor that a lot of us feel during this time. This is how it works:

Here is a copy of the Weekly Review Template Handout that’s available inside GTD Connect. I have numbered it to correspond to the steps I’ve outlined.

Each item on this list will have its own category and at least one page, for capturing content specific to it.

Now let’s begin the Weekly Review.

Step 1: Collect Loose Papers & Materials.

I have a page with all my collection systems. It is a checklist to make sure I am not missing any collection point. (Power Tip: Process the inbox the day before your Weekly Review to jump into the fun faster!)

Step 2: Get IN to zero.

David says, “Process completely all outstanding paper materials, journals and meeting notes, voicemails, dictation and emails.” You already collected materials from all your sources in Step 1.

Step 3. Empty your Head.

David states, “Put in writing and process any uncaptured new projects, action items, waiting fors, someday maybe’s, etc.” For this step, you will want to make sure that you’ve placed the Incompletion Trigger List (which includes personal and professional triggers) inside your booklet. The trigger list is available inside GTD Connect.

Step 4 thru Step 8.

These steps involve interaction with your GTD System – your Action Lists, Calendar, Waiting-for List and Project List. Make sure you have a page for each step; that way you know you cannot go faster than the step you are on.

Step 9: Review Relevant Lists

In my case, there are currently 17 lists. This number varies over time.

My current lists are as follows (again, one page per list):

  • Weekly Checklist
  • Weekly Call List
  • Work Checklist
  • Cleaning Routines @ Home (5 Lists depending on the week of the month)
  • Monthly Routines
  • Quarterly Routines
  • 20k Areas of Responsibility
  • Family Roles – Friends
  • 30k 1-2 year goals
  • 40k 3-5 year goals
  • 50k Mission
  • End of the Year Checklist

Step 10: Review Someday/Maybe

This is when the fun begins. After my entire system is in check, I now go to the last pages, the Someday/Maybe lists. At this time, there are around 20 pages for this section of the booklet. As I said before, this number will vary.

  • Presents for my Wife
  • Things to buy for me
  • Things to buy for our home
  • Games to buy
  • Book lists
  • Music & movies to buy
  • Ideas
  • Fun Stuff to Learn / Activities to Engage
  • Things to fix in our cars
  • Trips we want to do
  • Things to research
  • S/M Personal Projects
  • S/M Home
  • S/M Work Short Term (less than a month)
  • S/M Work Long Term – Clothes
  • Fun places to go
  • S/M Daughter
  • Things to buy for Daughter

Going through this booklet page by page while I am doing my Weekly Review has allowed me to make sure the habit stays and I am on the top of my game.

If you have questions, please feel free to contact me in the GTD Connect Forums: apinaud.

The Original Article:

The full PDF: Augusto’s Article GTDJournal03

10 thoughts on “The Weekly Review Booklet

  1. Funny timing on this post because today I was using my weekly review booklet inspired by your original post. This original suggestion of yours has really helped me focus on getting through my own weekly review.

  2. Agusto,

    You are a great mentor to us that only know you by the podcasts on Virtual Study Group and in the cloud.

    Always enjoy listening to your perspective on GTD.

  3. Justo en un momento de transición este post me cae como anillo al dedo…. salgo ya a comprar un cuaderno lindo para tener todas las listas e ideas que tengo en mi cabeza en un solo lugar! Un abrazo!!

  4. Que bueno escuchar que te es útil. Espero que la transición sea intencional y hacia donde quieres ir.

    Te recomiendo que anotes por categorías de ideas o cosas por hacer, Casa, Oficina, Teléfono, Computadora, para que asi cuando tengas que buscar no tengas que hacer milagros para encontrarlo sino que sepas exactamente a donde conseguirlo…


    Un Abrazo!

  5. Augusto,

    I had no idea you were so connected to GTD.
    Awesome work!

    I’ve been working on implementing a GTD method since I read the book seems like 5 years ago.
    Hope we get to connect again with TEDx again!


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