Consultant Masters His Workflow

By alik levin

David Allen – the man behind the GTD brand and the book Getting Things Done: The Art of Stress-Free Productivity – offers the GTD Mastering Workflow seminar. Here is the promise:

What You’ll Learn

  • Highly effective and simple techniques for handling email, paperwork and projects.
  • How to implement specific action steps to make sure that you are aware of all of your commitments (to yourself and others)
  • How to capture what has your attention, and place it into a system that you can trust – day in and day out
  • How to clarify and organize your work, and reduce your sense of overwhelm in the process
  • How to file paperwork, reading, emails, notes, and more – so that you can find it all again where and when you need it

Whoa! That’s exactly what I need! … Or do I?

As a field consultant I have developed my personal approaches when I was working for Microsoft Consulting Services (MCS). In this post I am reflecting on my approach to the workflow and the techniques I am using.

Handling Email

There are 3 simple principles I follow:

Managing My Attention and Commitments

To manage my attention and commitments I use the following 3 rules that focus me on stuff that matters, prioritization, and time management:

Organizing Work

Once I identified the stuff that matters and allocated time budget for it I use annual, monthly, weekly, and daily rituals to organize my work:

  • Annual plan. Annual plan helps me identify my annual time budget.
  • Monthly plan. Monthly plan helps me break down the time budget into weekly budget taking into account holidays and other potential leaves.
  • Weekly plan. Weekly plan helps me allocating specific time budgets to specific life projects.
  • Daily ritual. Daily ritual is basically executing against the plan.
  • Weekly ritual. Weekly ritual helps me reflecting on what I have accomplished during the week and make proper adjustments to the week to come.

More info: Free eBook: Effective Time Management With MS Outlook 2007

Information Management

My information sources are mostly based on emails I receive and the RSS I am subscribed. The trick is filtering the info and funnel it to my personal topical knowledge base.

Should I attend David’s workshop?

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2 comments ↓

#1 J.D. Meier on 03.16.10 at 5:40 am

What makes it to your plate, and what does not?

#2 alik levin on 03.16.10 at 6:59 am

I guess it falls under “managing my attention and commitments”. I use Covey’s prioritization rule and focusing on Important/Not urgent quadrant.

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