David Allen's book presents a comprehensive system for managing commitments, projects, and actions. The key principles are capturing all commitments in a trusted external system, clarifying what each commitment means and what to do about it, organizing the results in appropriate categories, and regularly reviewing the whole inventory to regain control and focus. The five phases of mastering workflow - collect, process, organize, review and do - allow us to efficiently manage the constant influx of demands on our attention.
By implementing this system, we can free our minds from the stress and distraction of uncaptured and unprocessed commitments. This enables us to be fully present and engaged, with a "mind like water" that can respond creatively and effectively to new opportunities and challenges. The book provides detailed guidance on the tools, practices, and mindset shifts needed to achieve this "ready state" and perform at our best, with greater clarity, control, and meaningful progress in all areas of life and work.
The five stages of mastering workflow are: collect, process, organize, review, and do. Following this process is key to staying relaxed and in control.
Collect everything that has your attention in "collection buckets" like an in-basket, notepad, digital tools, etc. Get it all out of your head.
Process what you've collected by asking "What is it?" and "Is it actionable?" If it's not actionable, trash it, file it as reference, or put it on a "Someday/Maybe" list. If it is actionable, decide the very next action required.
Organize the results of your processing into appropriate categories: projects, project support material, calendar actions, next actions, and a "Waiting For" list. Review this system regularly to stay current and in control.
Set aside a block of 2 days to initialize the workflow mastery process and set up an appropriate workspace with the right tools. Minimize distractions during this time.
Establish a dedicated physical workspace to serve as your central cockpit of control - at the office, at home, and a mobile one if you travel a lot. Don't share this space with others.
Stock your workspace with the basic processing tools, including trays, paper, pens, Post-its, clips, stapler, file folders, calendar, and wastebasket.
Good tools don't have to be expensive. Often simpler, less "executive" looking tools are more functional. The most important thing is having what you need to capture thoughts and process your stuff easily.
Collect everything that has your attention into an "in" basket or pile. This includes physical items, notes about things on your mind, and digital items like emails and voicemails.
Process the items in your "in" basket one at a time, deciding what each item is and what action is required. Never put anything back into "in."
For each item, ask "What's the next action?" If there is no action required, the item is trash, something to hold for later review, or reference material to be filed.
When in doubt about whether to keep something, either throw it out or keep it based on your intuition and the space you have available. Distinguish between actionable items and reference/support material.
The Weekly Review is critical for keeping your system functional and current. It involves reviewing calendar data, lists, and files to get clear and current.
Doing a Weekly Review requires setting aside time and space for catching up and rising above the day-to-day to regain perspective.
In the moment, choose actions based on context, time and energy available, and priority. Keep action reminders organized by context.
Balance predefined work, work as it shows up, and defining work. Regularly process inputs and review action lists to feel comfortable about what you're not doing.
Your ability to deal with surprise is your competitive edge, but staying busy with only the work at hand can undermine your effectiveness if you're not catching up and getting things under control.
Manage all levels of work (life, long-term visions, 1-2 year goals, areas of responsibility, current projects, current actions) in a balanced way to have relaxed control and inspired productivity.
Working from the bottom up - getting control of current actions and projects first - clears the psychic decks and allows creative attention to focus on the more meaningful visions.
Capturing more of the creative, proactive thinking we do (or could do) about our projects and lives through informal planning can relieve pressure on our psyches and produce significant creative output with minimal effort.
Negative feelings about your to-dos come from breaking agreements with yourself, not from having too much to do. You can eliminate this negativity by renegotiating those agreements.
Capturing everything you need to do in an external system allows you to renegotiate your agreements with yourself, eliminating stress and guilt.
When everyone in a relationship or organization adopts the habit of 100% collection of commitments, it builds trust and allows greater focus on important matters.
Making "What's the next action?" a standard question to ask about everything you're committed to creates clarity, focus and productivity.