GTD by palm 之软体组合 大致上使用 行事历软体(Datebook) + 待办事项软体(To Do List) + 大纲或专案管理软体(outliner) 来达成 .
Underlying Approach – (1) Use software so as to minimize the number
of places I have to look and input to have control – This is definitely a carryover from my "One Minute Manager" Days. Make the software work for me, not the other way around. (2) Minimize the number of categories or focus areas. The sheer number of categories I once used required too much of my time filing items into the proper categories – a time waster that came from organizing time itself, i.e. it was self-defeating! (3) Focus on the issues in my life, not someone else's life. (4) Use the KISS system ("Keep It Simple
Stupid"). If the system is too complex or too much of a time-consuming task to keep up with it, I won't use it, at least not for long.
●agendus
待办事项软体(To Do List)
To Do list比较适合用于把project的每个功作分到很细再来一项一项完成. 记得好像是在life balance俱乐部里有看过, 要比工作细分到可以在十五分钟, 最多不超过一个下午的时间. 细分到这种程度来用To Do List会比较好用.
你想到的点子,未来才要实现的计画等projects I might want to do in the future
@Agendas
items to cover with specific people when I am with them in person or on the phone. Each person is listed as a to-do, and the things to go over with them are listed in the attached Notes field
@Anywhere
actions that can be done pretty much wherever I am
下面分类是GTD作者最近在他的网站上发表的分类设定方式:
Clients (list of all of them, current and past)
- DA Thoughts (possible essay topics for my Food for Thoughts on the Web)
- Dates (Birthdays and anniversaries, which it automatically sorts chronologically, as they are listed "02-05 - John Doe")
- Focus Areas (Bigger checklists like larger goals, objectives, areas of focus)
- Ideas??? (Crazy ad hoc ideas I want to save but dont know what to do with)
- In development (Relationships, potential partnerships and networking possibilities)
- Inspirations (Personal affirmations and inspiring quotes)
- Key people (Just that, a list I want to review to ensure Im doing what I want with the relationships)
- Lists (Weekly Review, Travel Checklist, and more than a dozen ad hoc lists I want to keep for a while)
- Maybe Get (Books, CDs, Videos, Misc.)
- Next time in... (Lists of possible things to do by city, when Im there next) 以城市区分--列出到这城市时应带的物品, 应做的事情
- Travel (I have separate docs for each city, and the restaurants, stores, and people to be reminded of there)
- Web articles (Ideas, themes, and topics I intend to add to this Web site)
- Wine (Chardonnays, Chiantis, Pinot Noirs, etc. to archive for reference)
a. 之所以类别前加上数字,只要是让他再分类一次,也比较容易记得这是根据哪本书来的,以后也比较容易记得回头看一下这些书。
b. 0_7 habits:这里面是我根据下列几本书,所设定的一些Mission statement, governing value, role, sharpen the saw.... 基本上设定是六个月 Review 一次,基本上跟 GTD 一书中
3 万尺 (含) 以上的目标。
a) The 7 Habits of Highly Effective People (中文版为“与成功有约”)
b) First Things First (中文版为“与时间有约”)
c) What Matters Most (中文版为 ???)
以上三本都是 Franklin Covey Co. 出品,相当有名也。由这些书籍,可以思考哪些事件是重要的,哪些不重要,这样才不会被palm 的 alarm 功能搞的什么事情都变成紧急或是记下来的事情一大堆,没作的也是一堆,效率没有加速,反而挫折感倍增。例如“时间管理”是我设定的学习项目,因此有关时间管理方面的东西或花费我都比较舍得,post 的一些文章 (包括 DateBK) 也都与时间管理有关,所以这几天看到有人贴这方面的文章,立刻列入 Next Action,有空档就贴出一下大家交流交流,加速学习。
C. 清空你的脑袋
写下所有你想的到的清单(下一步行动,任务 ,等待回音,也许/将来有一天 ),将脑中所有新的想法都纳到GTD系统中。
D. Review清单,检查所有清单并作整理及调整,清单包含如下,
?P?任务清单
?P?下一步行动清单
?P?等待清单
?P?任何相关清单(购物等)
?P?也许/将来有一天清单
?P?任务支援资料
追踪交办事项的进度
I thought I'd share one little GTD modification that I am trialling.
As a manager I often need to delegate tasks to my team members. Once those tasks are delegated, I track them in the "Waiting For" category on my Palm.But there is often a lag between when I note the need for the task and when it gets assigned. I want to make sure I don't forget to assign.
I have created an additional category in my Palm ToDo List called "To
Assign". I create new tasks before delegation into that category. When I
see the relevant person, I change the category to "Waiting For" and
reset the date.
This is an adaption of the Agendas note which I review when meeting
with my key people, but it allows a more dynamic movement across the lifecycle.
Interested if others do something similar, and what people think of this idea and its fit to GTD.
●twhsi
提供一个我现在处理PROJECT(又称为任务,泛指需要多步骤才能完成的事件)的方式
用MEMO列任务清单可以突破TO DO 15项分类的设定,又有FIND功能,剪贴上也很容易,在PALM DESKTOP即可完成。任务清单也变的一目了然。规划的部分则完全外包给其他程式。目前BONSAI专作参考资料及过去任务存档的脚色。
清理資料
STEP 1:
IS IT NECESSARY: I really need it.
A: Do I need this?
Yes - Go to B.
No - Go to STEP TWO.
B: Access: Does it need to be right at hand?
YES- Put it in the Keeper Box.
NO- Is there a reasonable alternative for access?
Yes, put a note in your PDA about how to get it. Go to step 3
No.
What's the worst thing that can happen if I get rid of this?
?Big Consequences:
Put it in the Keeper Box.
?Little or No Consequences.
Are you willing to risk it?
Yes. Go to step 3
No. Put it in the SOMEDAY/MAYBE box.
_______________________________________________________
STEP 2.
DO I WANT THIS: I really LOVE having this around.
A- Would a picture of it bring me enough joy and peace that I could
part with this?
Yes. Go to Step 3.
No. Go to B.
B: It brings me so much joy and peace when I look at it or use it,
that I am willing to clean it.
Yes, go to C
No, Go to Step 3.
C: I have dejunked enough other "precious stuff " that I can display
and enjoy this item.
Yes. Put it in the Keep box.
No. Go to D.
D-It would bring me enough joy and peace to give it to someone who
needs it more than I do, especially if I had a picture of it?
Yes. Go to step 3
No. Put it in the SOMETIME/MAYBE BOX
_______________________________________________________
STEP 3:
IS IT USEFUL ELSEWHERE: I will find new homes for this stuff.
Is it usable?
Yes: Put it in the Out Box
Is it recyclable?
Yes: Put it in the Recycle Box
If not useable or recyclable:
Put it in the Trash
_______________________________________________________
STEP 4:
NOW WHAT: I will take care of the trash can and boxes.
The Trash Can(s):
Take trash out to the outdoor Trash area to go on Trash day.
[If youhave family trash scavengers, see if a friend will put in
their trash can for you.]
The Out Box(es):
Give stuff to others or donate the stuff to the needy.
[Take it to family members, don't wait for them to get it.]
The Recycle Box(s): Take box(es) to Recycle center
Someday/Maybe Box(es)
Write today's date on the box(es) and hide them. In your PDA
put a tickler note for 6 months or a year from now about where
the box(es) are. When that time comes repeat the above process
with the Someday/Maybe box(es).
The Keeper Box(s):
You need and want this stuff, so you must find permanent homes
for these things. As you decide, put the item away and record
the location in you PDA.
What if you can't find a place?
Do you really need it or want it enough to get rid of
something else so it can have a place?
YES. Put the item away. Take alternate item to Step 3.
NO. Put it in the Someday/Maybe box.
不用 PDA 实现 GTD
Here are my suggestions:
1) Get that Workflow Diagram in front of you. Do not deviate from
it. If you don't do this...nothing else much matters.
2) Get a 55 gallon STRONG garbage bag.
3) Get a stack of manilla file folders. I've never used a
labeler...I use a black Sharpie pen.
4) Install your Palm Desktop software...but forget about the PDA
itself.
You should be sitting there with a trash bag on one side, a stack of
file folders on one side, a nice fat sharpie pen, and a blank Palm
Desktop on your monitor.
Pick up that first piece of paper...follow the Workflow Diagram.
Pick up the second piece of paper...follow the Workflow Diagram.
...and on. And on. And on.
It might also help to have a pound of good coffee on hand.
I don't know of any other way to do it...other than...doing it. You
should be able to get the job done by Monday morning.
原文书与中文书第七章的大纲对照
1. The Basic Categories
1.1 The importance of hard edges
1.2 All you really need is lists and folders
2. Organizaing Action Reminders
2.1 The Actions That go on your calendar (1. 行事历是常客)
2.2 Organizaing As-Soon-As-Possible Actions by Context
2.3 The most common categories of action reminders
2.3.1 Calls (电话联络)
2.3.2 At Computer (电脑任务)
2.3.3 Errands (杂物)
2.3.4 Office Actions/At office (办公室行动)
2.3.5 At home (家里)
2.3.6 Agendas (议程)
2.3.7 Read/Review (阅读/检视)
2.4 Organizing “Waiting for” (2. 等候回音)
2.5 Using the original item as its own action reminder
2.5.1 Managing Paper-based workflow (纸张管理)
2.5.2 Managing E-mail-Based Workflow (电子邮件管理)
2.5.2.1 Getting E-mail “In” to Empty (2.1 清空邮件信箱的“收件匣”
2.5.3 A Caution about dispersing Reminders of Your Actions
3. Organizing Project Reminders (2.2组织任务提示)
3.1 The “Project” Lists (s)
3.1.1 One List, or Subdivided?
3.1.2 Some common ways to subsort projects
3.1.2.1 Personal/Professional (私人/工作上的任务)
3.1.2.2 Delegated Projects (委派出去的任务)
3.1.2.3 Specific types of projects (特定形式的任务)
3.1.3 What about subprojects?
3.2 Project Support Materials
3.2.1 Organizing Ad Hoc Project Thinking
3.2.1.1 Attached Notes (加注笔记)
3.2.1.2 E-mail and Databases (电子邮件与资料库)
3.2.1.3 Paper-Based Files (纸张式档案)
3.2.1.4 Pages in Notebooks (活页纸笔记本)
4. Organizing Nonactionable Data
4.1 Reference Materials
4.1.1 The Variety of Reference Systems
4.1.1.1 General-Reference Filing (一般参考资料归档-纸张和电子邮件)
4.1.1.2 Large-Category filing (巨量资讯的存档)
4.1.1.3 Rolodexes and Contact Managers (通讯录及联络管理软体)
4.1.1.4 Libraries and Archives: Personalized Levels (图书馆及历史资料)
4.2 Someday/Maybe
4.2.1 Someday/Maybe list (“也许/将来某一天”清单)
4.2.2 Special Categories of “Someday/Maybe”
4.2.3 The Danger of “Hold and Review” Files and Piles
4.2.4 Using the Calendar for Future Options (行事历记载未来的选择)
4.2.5 The tickler file (3. 备忘录追踪任务)
4.2.5.1 Triggers for Activating Projects (启动标示新任务)
4.2.5.2 Enents you Might Want to Participate In (可能会想参加的活动)
4.2.5.3 Decision Catalysts (决策触媒)
4.2.5.4 说明:这一段先讲后面启动标示新任务,然后最后才讲 3. 备忘录追踪任务)
5. Checklists: Creative Reminder (这一段没翻译)
5.1 First, Clarify Inherent Projects and Actions
5.2 Blueprinting key areas of work and responsibility
5.2.1 The more novel the situation, the more control is required
5.3 Checklists at all levels
THE SEVEN HABITS OF HIGHLY EFFECTIVE PEOPLE by Stephen R. Covey
,原来就是Franklin Covey公司的创办者,这个公司一直在卖他自己的时间管理软件和palm,也见到过它的用户在datebk还是agendus的用户论坛里的提问,难怪,这本书确实精彩。
关于它的背景可以看看http://www.northeast.com.cn/cjnews/200210160342.htm