
Improvement Opportunity
As a GTD user and fanatic these last few years, I continue to be amazed at the power of simple processes and the seemingly endless improvement opportunities. One such area of improvement for me is the use of GTD’s approach to agendas.
Agendas are simple lists for people that you meet with or need to talk to about anything. Rather than interrupting the people around you because you thought of something you need to tell them, you simply record that item on a list assigned to that person. Then the next time you are in front of that person, you can work through the list you’ve created and handle several issues at one time.
Setting Up Agendas in Evernote
As I have invested time in setting up my GTD system in Evernote, I have sought to become more “blackbelt” in my use of the agenda method. Here’s are the steps I followed to set up my agendas in Evernote:
- Create a notebook (CTRL + SHIFT + N) in your GTD stack titled “Agendas.”
- Create a new note (CTRL + N) for each of the people and teams/committees/boards that you meet with on a regular basis. I have a note for my spouse, my boss, administrative assistant, each team I lead, and the three boards I sit on. Because it is easy to create a new note, I will often add a temporary note if I have an ad hoc meeting coming up that I need to prepare for.
- Add thoughts to the notes as they occur to you. GTD’s foundational principle is to “keep nothing in your head.” When you have a thought write it down and get it in your system. Since Evernote is on my computer, iPad, and iPhone I can record thoughts directly into my system wherever I am. This helps keep my head clear and things moving forward.
- Review your lists each week to make sure there are no “dead items” that no longer require you to bring this up to your spouse, boss, or whoever. The review also allows you to check for “urgent items” that require you to have a conversation immediately rather than waiting for the next time you happen to be in front of that person or team.
Tell Me Something
What tools do you use to keep track of agenda items? What tips would you offer to someone like me who is just starting to work on this area of my GTD system? Leave your comments below.