Getting Things Done (GTD) by David Allen - Animated Book Summary And Review

Successful By Design
6 Sept 201608:21

Summary

TLDRThis script introduces the Getting Things Done (GTD) system, a five-step framework to manage tasks and ideas effectively. It emphasizes capturing daily tasks and information, processing them into actionable items, organizing them by project, time, and context, and reviewing regularly to maintain clarity. The goal is to declutter the mind, ensuring important events, like a friend's birthday, aren't missed, and to achieve a state of calm productivity.

Takeaways

  • 😀 The human brain is not designed to hold onto information; it's better at generating ideas.
  • 📅 Forgetting important events like a friend's birthday can happen due to the overwhelming demands on our attention.
  • 📝 The Getting Things Done (GTD) system is a framework to help manage tasks, ideas, and projects effectively.
  • 🔍 The first step in GTD is 'capturing' all the information and ideas that come your way daily.
  • ❓ Processing involves determining if captured items are actionable and deciding whether to do them immediately or schedule them for later.
  • 🗂 Organizing actionable items involves categorizing them by project, time, and context to prioritize and sequence tasks.
  • 📆 Non-actionable items can be discarded, kept for reference, or deferred for future consideration.
  • 🔄 Regular reviews are crucial to maintain the organization of tasks and ensure alignment with goals.
  • 🚀 The 'engage' step is about executing the tasks, making sure to capture and process new information as it comes in.
  • 🧘‍♂️ Adopting the GTD system can lead to a state of calm and collectedness, similar to a zen master in meditation.
  • 🎉 The script ends with a reminder of the benefits of using GTD, ensuring important events like birthdays are not forgotten.

Q & A

  • What is the main problem the speaker is addressing in the script?

    -The speaker is addressing the issue of forgetfulness and the inability to keep track of important tasks and ideas due to information overload and a busy lifestyle.

  • What is the Getting Things Done (GTD) system?

    -The Getting Things Done (GTD) system is a framework designed to help individuals keep track of tasks, ideas, and projects by organizing their thoughts and actions effectively.

  • What are the five steps of the GTD system?

    -The five steps of the GTD system are: 1) Capture, 2) Process, 3) Organize, 4) Review, and 5) Engage.

  • What does 'capture' mean in the context of the GTD system?

    -In the context of the GTD system, 'capture' refers to the act of recording all ideas, tasks, projects, and other information that comes your way so that you don't have to keep them in your brain.

  • How does the GTD system help with actionable items?

    -The GTD system helps with actionable items by determining if they can be completed in 2 minutes or less, in which case they should be done immediately, or if they need to be scheduled for later and added to an action items list.

  • What should you do with non-actionable items according to the GTD system?

    -With non-actionable items, you have two choices: discard them if they are not needed, or keep them for reference in case the information is required in the future.

  • How does the GTD system suggest organizing action items?

    -The GTD system suggests organizing action items based on three criteria: by project, by time, and by context, allowing for efficient prioritization and execution.

  • What is the importance of regularly reviewing your items in the GTD system?

    -Regularly reviewing your items in the GTD system is essential to ensure that everything is in its proper place, to make adjustments as needed, and to keep your system running smoothly.

  • What is the final step in the GTD system, and what does it involve?

    -The final step in the GTD system is 'Engage,' which involves actually executing the tasks and actions that have been organized and planned during the previous steps.

  • How can the GTD system help prevent forgetting important events like a friend's birthday?

    -The GTD system can help prevent forgetting important events by capturing all relevant information, processing it to determine actionability, organizing it on a calendar or action list, and regularly reviewing to ensure nothing slips through the cracks.

  • What is the role of the 'someday maybe' list in the GTD system?

    -The 'someday maybe' list in the GTD system is used to store ideas or tasks that are not actionable at the moment but may be considered for action in the future, allowing you to revisit them at a later date.

Outlines

00:00

📅 The GTD System: Managing Life's Distractions

This paragraph introduces the concept of forgetting important tasks due to daily distractions, like forgetting to call a friend on his birthday. It highlights the need for a system to manage tasks effectively. The Getting Things Done (GTD) system is presented as a solution, consisting of five steps: capture, process, organize, review, and engage. The capture step involves recording all tasks and ideas to free up mental space. Processing involves determining if tasks are actionable and if they can be completed within two minutes. Non-actionable items are either discarded or kept for reference. The paragraph emphasizes the importance of organizing tasks by project, time, and context to streamline productivity.

05:02

🗂 Organizing and Reviewing for Peak Productivity

The second paragraph delves deeper into the GTD methodology, focusing on the organization of actionable items into lists categorized by project, time, and context. It discusses the importance of identifying the 'next action' to avoid inefficiency. The paragraph also addresses how to handle non-actionable items, suggesting either keeping them for reference or deferring them to a 'someday maybe' list. The review process is emphasized as crucial for maintaining order and ensuring that action items align with short-term goals. Regular weekly and monthly reviews are recommended. The paragraph concludes with the 'engage' step, which is about actively working on tasks, using calendars, project lists, and contexts to batch tasks efficiently. It also touches on the continuous process of capturing new information and deciding on its actionable status.

Mindmap

Keywords

💡Getting Things Done (GTD)

Getting Things Done is a time management method developed by David Allen. It is designed to help individuals organize their tasks, projects, and goals. In the video, GTD is the central framework that the narrator uses to explain how to manage daily tasks and avoid forgetting important events, such as a friend's birthday. The GTD system is broken down into five steps: capture, process, organize, review, and engage, which are all discussed in the script.

💡Capture

In the context of GTD, 'capture' refers to the initial step of collecting all tasks, ideas, and information that come to one's attention. The video script emphasizes the importance of externalizing these thoughts to avoid overloading the brain. For example, capturing could include writing down an email's action items or jotting down a sudden idea for a project.

💡Process

Processing is the second step in the GTD methodology, where one evaluates each captured item to determine if it requires action. The script mentions asking if an item is actionable and, if so, whether it can be completed in two minutes or less. This step helps in deciding the immediate course of action for each task, such as doing it immediately or scheduling it for later.

💡Actionable

'Actionable' in the script refers to tasks or items that require some form of action or response. The narrator explains that if an item is actionable, one must decide whether to complete it immediately if it takes less than two minutes, or defer it to an action list for later. This term is central to the processing step of GTD.

💡Organize

Organizing is the third step in the GTD system, where one categorizes and prioritizes tasks based on projects, time, and context. The script provides examples such as grouping tasks by project, scheduling time-specific actions on a calendar, and creating context-based groupings like phone calls or grocery shopping. This step helps in creating a structured approach to managing tasks.

💡Review

Review in the GTD framework is a periodic assessment of one's tasks and goals. The video script suggests weekly reviews of items and monthly reviews of short-term goals. This step ensures that tasks are aligned with one's objectives and that the system remains effective over time, as illustrated by the narrator's recommendation to adjust and reflect on the organization of tasks.

💡Engage

Engage is the final step of the GTD method, which involves actively working on tasks and projects. The script describes this as rolling up one's sleeves and starting work, using the organized lists and calendars to guide daily activities. It also mentions how new information should be handled as it comes in, reinforcing the dynamic nature of the GTD system.

💡Externalize

To 'externalize' in the script means to move thoughts and tasks out of one's mind and into a physical or digital system. This is a key concept in the capture step of GTD, as it helps to clear the mind and reduce the cognitive load, allowing for better focus and mental clarity, as exemplified by the narrator's suggestion to write down ideas and tasks.

💡Calendar

In the context of the video, a 'calendar' is used as a tool for organizing time-specific tasks and events. The script mentions using a calendar to schedule actions that have deadlines, ensuring that important dates, like a friend's birthday, are not forgotten and are addressed at the appropriate time.

💡Context

'Context' in the script refers to the circumstances or environment in which a task can be completed. It is used in the organize step of GTD to group tasks that share a common context, such as phone calls or errands, allowing for more efficient planning and execution of daily activities.

💡Reference

The term 'reference' is used in the script to describe non-actionable items that are kept for potential future use. These could be manuals, notes, or information that might be needed later but do not require immediate action. The narrator advises keeping such items organized for easy retrieval when needed.

💡Someday Maybe List

A 'Someday Maybe List' is a concept mentioned in the script for ideas or tasks that are not immediate priorities but are worth considering in the future. The narrator suggests adding such items to a list and creating a review action item to revisit these ideas after a set period, like six months.

Highlights

Introduction to the common problem of forgetting important tasks due to information overload.

Introducing the Getting Things Done (GTD) framework as a solution to manage tasks and ideas effectively.

The five-step GTD process: capture, process, organize, review, and engage.

Explanation of capturing all ideas, tasks, and projects to externalize them from the brain.

The importance of processing captured items by determining if they are actionable and deciding on immediate action or scheduling.

The 2-minute rule for deciding whether to complete a task immediately or defer it.

How to handle non-actionable items by discarding or keeping them for reference.

Organizing actionable items into lists based on project, time, and context.

The significance of identifying the next action to ensure efficiency in task completion.

Customizing the GTD system to fit personal needs and preferences.

The role of regular reviews in maintaining the organization and effectiveness of the GTD system.

Monthly reviews for aligning action items with short-term goals and ensuring progress towards them.

Engaging in the actual execution of tasks with the support of the GTD system.

The practice of capturing new information and deciding on its immediate action or placement in the GTD system.

Achieving a state of calm and collectedness through the effective use of the GTD system.

Ensuring important personal commitments, like remembering a friend's birthday, are not forgotten with GTD.

Final thoughts on the benefits of implementing the GTD system for improved productivity and life organization.

Transcripts

play00:03

Imagine that you are walking back from work… excited that another successful day has gone

play00:07

by… when all of sudden you realize you never called mike… he is your best friend and

play00:13

today is his birthday… but you were so busy the whole day that you never had a chance

play00:18

to call..

play00:19

“no problem” you think to yourself - “as soon as I get home I’ll wish him happy birthday”

play00:24

but when you get home, a pile of unopened mail greets you by the door, unwashed dishes

play00:30

are calling your name and you get distracted by other exciting house chores…

play00:36

The next morning, feeling like a horrible friend, you wonder “how can something so

play00:42

important slip my mind”

play00:44

The reason is simple - your brain is for having ideas, NOT for holding them.

play00:50

With a never-ending stream of demands for you attention, both at home and at work, things

play00:56

are bound to slip through the cracks.

play00:58

Only when your mind is clear and your thoughts are organized can you achieve effective results.

play01:05

This is where Getting Things Done, or GTD for short, comes into play.

play01:09

It is a framework designed to help you keep track of tasks, ideas and projects.

play01:16

The Getting Things Done system is made of 5 simple steps - capture, process, organize,

play01:25

review and engage.

play01:29

Everything begins with “capturing” all ideas, tasks, projects, to-do items and other

play01:34

random bits of information that come your way every single day.

play01:38

These are things like emails, letters, calls and action items that come from talking to

play01:43

other people or they can be ideas and tasks that are born in your own creativity and imagination.

play01:50

Wherever that information comes from, you need to capture it, or externalize it so you

play01:54

don’t have to keep it in your brain.

play01:58

Now that you have all this information captured, it is time to make sense of it so you can

play02:03

actually move forward with your goals, instead of wanting to pull your hear out from the

play02:07

information overload.

play02:10

Step number 2 in GTD is processing.

play02:14

For every item that you captured ask yourself the following question - is it actionable?

play02:20

The possible answers are two - YES or NO.

play02:26

If the item is actionable, like an email from a colleague asking you about an update for

play02:31

the project you are working together on, ask yourself a followup question - would it take

play02:35

2 minutes or less to complete?

play02:40

If the answer is “yes”, go ahead and do it.

play02:45

If the answer is “no”, you need to put this action off for later by adding them to

play02:50

an action items list (more on that in step 3).

play02:54

If it will take you 30 seconds to reply to your colleague’s email, it makes sense to

play02:58

take care of it on the spot and move on.

play03:00

If you need to have a 20-minute conversation on the topic, it is best to schedule it.

play03:06

If the item you are processing is “not actionable” - like a confirmation of a payment you made

play03:11

for your monthly internet bill - you have 2 choices - discard it or keep it as reference

play03:17

in case you need that info down the road.

play03:21

Repeat the same process for every piece of information

play03:24

You’ve processed the information, things are already looking up for you, now you need

play03:30

to organize it.

play03:32

This is where the magic happens.

play03:35

You have an action list from all the actionable items that you did not already do in the previous

play03:41

step.

play03:42

Now you need to organize and prioritize them based on the following 3 criteria:

play03:46

- by project, by time and by context

play03:52

Actions related to particular project, such as building a deck for your next presentation,

play03:56

or organizing the halloween party for your kids, can be grouped together.

play04:03

Actions that have some sort of a deadline, or a time specific (like Mike’s birthday)

play04:08

should go on your calendar so you can take care of them when the time is right.

play04:15

You can also group actions by context, such as phone calls you need to make or groceries

play04:20

that you need to pick up.

play04:24

Of course you can also mix and match and put things in more than one category - like that

play04:29

video you need to create on Friday, the 17th.

play04:36

This is where you need to tweak and personalize GTD to fit your needs.

play04:41

You know best how to group and prioritize your items.

play04:46

One thing to always keep top of mind though is this question - what is the next action?

play04:57

If you sit down to call Mike for his birthday, but don’t have his number, you aren to being

play05:02

very efficient.

play05:03

The next action should’ve been “find Mike’s number”, not “call Mike”.

play05:08

Asking yourself that question will help you sequence things better.

play05:14

Now, you’ve organized your action items, the sun is shining brighter and the world

play05:21

is a happier place.

play05:23

But what about the non-actionable items?

play05:25

That’s easy.

play05:26

They can either be kept for reference - like that manual for your TV that you don’t need

play05:31

until your kid turns on the spanish closed captioning and you need to figure out how

play05:36

to reverse it.

play05:38

Or they can be deferred for later - like that idea for a business that you would like to

play05:43

keep and revisit in 6 months when you have more time - add it to a “someday maybe”

play05:48

list and create an action item to review this list in 6 months.

play05:54

Done!

play05:55

High five!

play05:56

All the random information is now organized and you are ready to take over the world.

play06:01

The next step is Review.

play06:05

With so many demands for your attention, things are bound to go out of place.

play06:09

This is where the review comes into play.

play06:12

Every week, review your items and make any adjustments if needed.

play06:16

Is everything where it supposed to be?

play06:18

Is there a pile of information somewhere that you need to process?

play06:23

A weekly review is essential to keeping everything running smoothly.

play06:29

Every month, take some time to review your short-terms goals.

play06:32

Are your action items moving your towards your goals, or are you just keeping yourself

play06:37

busy?

play06:38

Are you saving for that car, are you learning the Spanish you want or are you in reaction

play06:42

mode?

play06:44

Schedule these regular reviews and reflection periods so you can ensure the train is heading

play06:48

down the right tracks.

play06:52

The last part step in GTD is called “engage”.

play06:55

This is where you actually roll up the sleeves and get cracking.

play06:59

You calendar should contain all the tasks that you need to do today.

play07:03

Your project list will tell you what you need to do to move a project forward.

play07:08

Your contexts will help you batch things together.

play07:11

As you go about your day, crossing all of those items, next information is bound to

play07:17

come you way.

play07:18

Now you know what to do with it - capture it, decide if it actionable, if the answer

play07:24

is yes and you can get it done in 2 minutes or less, do it, if not add it to the appropriate

play07:30

action list.

play07:31

If the information is not actionable, it gets stored or ends up in the trash.

play07:37

Nothing to it.

play07:38

You are now as cool, calm and collected as a buddhist zen master deep in meditation.

play07:44

Now, Mike will never have to spend another birthday without wishes from his best friend.

play08:05

And if you want more video such as this one

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