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Autfocus gives you a simple list and easy fun rules to guide your proces

Autofocus gives you a simple list and easy fun rules to guide your proces

I recently read about this system by Mark Forster. Autofocus is a todolist system based on simple rules, and an in-built trust in your own innate ability to sense the right thing to do right now.

The autofocus system will appeal to people with a fondness for paperbased systems, and particularly the Moleskine Crowd.

Here's how Mark Forster describes it himself:

1. Read quickly through all the items on the page without taking action on any of them. 2. Go through the page more slowly looking at the items in order until one stands out for you. 3. Work on that item for as long as you feel like doing so 4. Cross the item off the list, and re-enter it at the end of the list if you haven’t finished it 5. Continue going round the same page in the same way. Don’t move onto the next page until you complete a pass of the page without any item standing out 6. Move onto the next page and repeat the process 7. If you go to a page and no item stands out for you on your first pass through it, then all the outstanding items on that page are dismissed without re-entering them. (N.B. This does not apply to the final page, on which you are still writing items). Use a highlighter to mark dismissed items. 8. Once you’ve finished with the final page, re-start at the first page that is still active.

I like several things about the autofocus system:

1. it's compact

I love to be able to walk around with my system all the time. Capturing ideas depends on this. I must admit that my Iphone with Omnifocus is used a lot less, than I had imagined. My test-run of autofocus had me capture more stuff, and remembering more as well.

2. it's simple

It's not complicated. I tend to lose my perspective when everything is sorted in projects and contexts. Especially the context part of GTD makes less sense to me than ever. I don't really need anything besides @work and @home. Autofocus urges to have two lists. One for work and one for private stuff.

3. it gets rid of old todo-list garbage

The idea of dismissing old items when you look at a page without anything standing appeals to me a lot. The thing I get rid of this way, is the non-doable things, that seems to creep into every todo-list I make. In autofocus you highlight it, and then someday later you can review these dismissed items and totally forget them, put them on a someday/maybe list og or re-enter them in another form.

4. it's fast!

You can do this really fast. With 22 lines per page, you can quickly skim a page. Adding new items is lightning fast. And since you never grow your list to more than 10-15 pages, findign something is actually quite simple.

5. it's in a moleskine

Well... you gotta love a moleskine. I love touching them. I love carrying them. I love looking at them. Well... maybe it's just me :)

Anyways... that's it. A simple analouge system that you can check out at the blog of Mark Forster. The decribtion of the system is a mere 6 pages in the printer. So go ahead read about it. I have been using it for my home stuff for a week now, and I'm pretty happy. I am considering moving my someday/maybe lists into Taskpaper, but that's another story.

Oh... by the way... drawing  on the top was made with wonderful children focused drawing app: Doozla.

  • Jens Poder

OmniFocus is a really flexible app. I let's you do a lot of modifications to suit YOUR specific workflow. The problem, however, is how to build YOUR specific workflow. Because OmniFocus doesn't come with an easy inbuilt one. And over the long run this will slow you down and hinder your productivity.

What you have to do, is figure out how you want your workflow with OmniFocus, and then implement it!

Perhaps you have already experienced one of the following problems

  • The next action list grows to enormous size
  • Urgent tasks hides behind non-urgent stuff
  • You use a lot of clicks, when moving around the application, slowing you down and hindering your ability to get a clear perspective on the state of affairs.

Well, luckily there's a remedy for these nuisances. And it's all about tweaking the software to suit you. And though I can't tell what your optimal workflow, what I CAN do, is show you how I have tweaked Omnifocus.

BUILDING MY OWN WORKFLOW

Customizing OmniFocus to fit your workflow will save you a ton of time.

The goal we're aiming for is to have a set of custom perspectives and corresponding short cuts in the toolbar.

Perspectives are predefined views/sortings of your tasks, and they are really handy. I have a set of custommade perspective for each cornerstone in my GTD workflow.

  • Inbox
  • Today
  • Next Actions
  • Projects
  • Waiting For
  • Review

In the recently published version of OmniFocus some of these got build in. But I still prefer to make my own. It let’s me make precisely as I want them, and I get to have keyboard short cuts.

HOW TO MAKE YOUR OWN PERSPECTIVES

To make a perspective is quite easy. You just fool around with the possible sortings and filtrations, until satisfied, and then you go to the perspectives pulldown menu and press save as perspective.

You can watch the whole process in this video:

OmniFocus Workflow from Jens Poder on Vimeo.

Short cuts to perspectives in the toolbar got into OmniFocus from version 1.1. Right clicking and customizing the toolbar, will let you put your custom perspectives buttons into your toolbar.

a view of the modified toolbar

This is what pulls it all together. Discard the unused stuff and put in your own perspectives.

Now you have all the main ingredients of your GTD-workflow at the click of a mouse or keyboard shortcut.

Tomorrow we'll look at how to tweak OmniFocus to only serve your tasks relevant right now.

  • Jens Poder

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Lean GTD #6 – Perfection

14. september, 2007 — 17 Comments

So here we are, at the end of the Lean GTD series. It has been quite an experience for me. There has been two radical changes in my GTD system.

  • A better flow in the stream of efficiency, breaking down the batch & queue processing for about 50% of my stuff, allowing actions I have already commited myself to do, to zoom past the inbox and directly onto my actionslists, and thereby reducing handling time and waste.
  • A pull-based review system, based on a handfull of smaller routines. These routines gets performed on demand, when the corresponding emotions invade my thinking. This have allowed me to free up 3 hours of review-time every week. But more important, it allows me to apply the rigth amount maintenance to my GTD process, adding even more maintenance if things heat up and my mind gets pinned by incoming stuff.

I'm really happy with the result. A great deal of annoying fiddling with the system has been banished, and my ability to keep GTD up and running has been greatly improved.

One of the really nice benefits has been getting rid of great piles of unprocessed stuff and loads of unfinished reviews. Man, have these been haunting me, giving me a bad conscience, and even worse, making me feel like a GTD-looser. Now, these sources of dismay are no part of my life anymore. And right now... I don't miss them.

So now it's time to look ahead. I have been through a phase of radical change in my system. A phase of Kaikaku (I love these japanese words). Now it's time to move onto Kaizen, the phase of gradual step by step perfection.

Having mapped my system thoroughly through this proces, and having clarified the benefits and values the system provides, I will now go into cruise mode, slowly refining it bit by bit, confident that I have have a solid framework in place. I will collect ideas for refinements, and from time to time implement the ones that seems most promising.

I hope some of you have found the series interesting. Thanks for reading. Please share your comments, and... keep it lean!

  • Jens Poder
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This is part of a series on using LEAN to streamline your GTD system

I want to break down the task of completing my weekly review into smaller actionable routines, and then be able to sense when to apply each routine, instead of doing it routinely according to a schedule. So I'm going to describe each routine, and the emotions connected to it. Again this is at a pretty experimental stage for me.

My weekly review has grown into an elephant sized project, that I end up half-completing time and time again. It's deeply frustrating, and also boring. I don't want to slave every week trying to complete a weekly review. I don't want to block in 3 hours every friday afternoon. What I want to do, is to keep my GTD-system up and running without taking it down for a 3 hours weekly maintenance. I want to do it when I sense the need for maintenance, instead of routine maintenance. I need a PULL system.

Emotional Triggers and Reactions

By analyzing my current weekly review, I have sliced it into smaller separate routines.

These I have then linked to the emotional state of mind that these routines are supposed to prevent. So when I sense I'm entering one of these emotional states it is time do some maintenance.

The Talkbubbles represent the emotional states, and the relevant reaction is described underneath it.

I feel out of control. Days are packed with appointments and the time to do actual work and preparing is scarce

This Triggers: Calendar Review - Checking the past week, the next two weeks in my calendar and my tickler file. This includes converting stuff in the calendar into actions. Blocking in some time to do deep dive knowledge work undisturbed, and figuring out appropriate actions to prepare for scheduled meetings. Reclaim control over my time and Consider appointments that I want to defer to later or cancel.

I scan my Action list and my eyes skip about avoiding many items, that has been on the list for ages

This Triggers: Tidy Actionslists - This is going through my actions list and checking the content. This includes checking the doability of each item. Is it physical and concrete? Is it the NEXT action. Is it possible to do in 20 minutes or less? Do I still feel commited doing it? While ajusting and adding, I tidy up and retype, add new actions and then print a crisp new list ready to churn.

I'm busy but I'm npt making real progress. Days go by emptying mail and milestone tasks stay uncompleted

This Triggers: Project Refocus - This is to ensure I'm doing the right actions. The ones that is really important. This involves looking at my project lists and prioritizing them. This I do in excel by giving them a score from 1-100 and then sorting. I then check each project. Does it have a clear outcome? Is there a next action on the actions list. In the end i tidy up my list and print.

My head is full of stuff. I have the same idea several times but forget to write them down

This Triggers: Mind Dump - This is a thorough 10 minutes brainstorm aimed at emptying stuff from my head on to paper. This is done by mindmapping. I mindmap and brainstorm in the areas: LOVE, WORK, PLAY and GROWTH. After an initial free brainstorming phase, I use my project list as a checklist to trigger new ideas.

I miss projects I feel excited about. I'm stuck in a routine. I need something fresh

This Triggers: Someday Maybe Review - This is looking through my saved creative ideas about things to do, to find something new and exciting to engage in. I find it really wonderful to find an old idea that I suddenly have the energy to commit to.

I lack motivation. I feel I'm getting nowhere. My work/life balance is out of control

This Triggers: Personal Mission Statement Review - This is the big picture. How am I doing from the perspective of my life goals, my 5 year plan, and my 2 year goals. When these issues are reviewed projects are then reprioritized, and new relevant project are added.

Daily Focus and a Tracking Tool

So these are the individual parts that I used cover in a single review. As I'm typing this I really can't understand how I ever completed a single one of these reviews, it's just so much to cover, and so much mental energy to spend.

At the same time researching these emotional states really has giving me a whole new look, at the value of maintaining my GTD-system. Who wants to feel like this?

What I want to do now, is to able to sense when these emotional states are creeping in on me. This is the PULL thing. I have to be able to do the routines only when needed. I don't want to do them to often out of sheer routine. But even more important, I need to do them more often if once a week isn't enough in some periods.

For the next couple of months I am going to track my progress in making this PULL-based GTD maintenance system working.

I have a morning routine involving focusing on the "big rocks" of the day. This is done when my computer is booting, sipping the first cup of coffee. I call it my Daily Focus.

From now on I will include thinking about my emotional state of mind, searching for signs of these emotional states of mind to trigger either a

  • Personal Mission Statement Review 
  • Someday Maybe Review
  • Mind Dump
  • Project Refocus
  • Tidy Actionslists
  • Calendar Review

And then I'll put a little scoreboard in my organizer, to mark with an x, when I have done one these routines. Because I still want to get rewards for making weekly reviews :)

All in all I'm really happy with this new solution to my Weekly Review Blues.

Tomorrows Post: The final LEAN principle - Perfection!

  • Jens Poder

K.E.L.P. By LaertesCTB on Flickr

This is part of a series of articles on using LEAN to streamline your GTD system

So here we are at one of the tough hurdles in every LEAN implementation. The introduction of PULL in the production process, or in this case, into my GTD system. It's at a pretty experimental stage for me, but here's the basic idea.

The reason to do this is actually in the GTD book itself, in the "Mind like Water" concept. The water reacts to a pebble thrown into it with a totally appropriate reaction. It doesn't over react or underreact. Here's the Mind Like Water simile quoted:

In karate there is an image that’s used to define the position of perfect readiness: “mind like water.” Imagine throwing a pebble into a still pond. How does the water respond? The answer is, totally appropriate to the force and mass of the input; then it returns to calm. It doesn’t overreact or underreact. The power in a karate punch comes from speed, not muscle; it comes from a focused “pop” at the end of the whip. That’s why petite people can learn to break board and bricks with their hands: it doesn’t take calluses or brute strength, just the ability to generate a focused thrust with speed. But a tense muscle is a slow one. So the high levels of training in the martial arts teach and demand balance and relaxation as much as anything else. Clearing the mind and being flexible are key. Anything that causes you to overreact or underreact can control you, and often does. Responding inappropriately to your e-mail, your staff, your projects, your unread magazines your thoughts about what you need to do, your children, your boss will lead to less effective results than you’d like. Most people give either more or less attention to things than they deserve, simply because they don’t operate with a “mind like water." Source: http://wiki.jeffsandquist.com/default.aspx/GTD/MindLikeWater.html

Considering this quote, it's interesting, that so much in the GTD system revolves around implementing habits. The habit of weekly review for example. Doing something from habits isn't the same as doing something because it's an appropriate reaction. So my goal is to redefine my weekly review habit, to a set of appropriate reactions instead.

(Please note: I'm not claiming that habits aren't useful. It's only that some habits are harder to learn than others. And I have been struggling with my weekly reviews all my GTD-life. So this is why I'm trying out new techniques. If your weekly review habit is strong and efficient, I congratulate you!)

An Appropriate Reaction

PULL in LEAN is all about appropriate reactions. A traditional industrial system tries to produce a large quantity of something, by forecasting (guessing) the demand, producing it, then putting the stuff on storage, and selling it on demand.

The problem in the traditional approach is that forecasting is pretty damned difficult to do. So 99% of the time you either underestimate or overestimate demand. Overestimating demand is bad because you end op with a lot of stuff you can't sell at your target price, and then you loose money. Underestimating is just as bad, because reaction times in traditional industrial production are so slow, that you'll have difficulties supplying the demand for outsold extra popular versions of your product, thus loosing potential sales and loosing money!

LEAN does it the other way around. It tries to get rid of forecasting alltogether, by making a superfast production chain, that reacts on customer pull. Production methods with fast change-over times and smaller output are favoured over superfast industrial machines, with high change-over times and large output. This makes the production system more ready to respond to demand.

When the production system is ready to respond to demand PULL can be introduced. The principle in PULL is, that nothing is produced before the next link in the system-chain signals, that it needs the part. This can be done in variety of ways. A traditional approach is a visual system (KANBAN-system), that makes everyone aware of the flow in the whole production line.

A PULL system like this make Toyota Dealers i USA able to have smaller inventories of each spare part for repairs, but instead invest in a much wider variety of spare parts. This makes American auto-owners able to get special spare parts for quite old Toyatas overnight, where competitors are struggling to deliver comparable parts within weeks.

The system is in a state of perfect readiness. When there's a demand for something it triggers a chain reaction, that delivers the goods just in time. This is what I wan't my GTD-system to be like!

Weekly Review - From "Batch & Queue" to Pull

I think reviewing your GTD-system once a week is quite allright, if you're able to do it consistently. Unfortunately I'm not. I like the feeling of clarity I get from reviewing, but I think doing it is dull work, and I find it very difficult to use my scheduled review time as buffer time.

What I want is to build a system where I react on telltale signs that I need to do something in my system. When the telltale sign appears it'll trigger an appropriate reaction, and then I'll get back into churn mode.

I know that I have certain emotional reactions to my system getting out of hand. I think that it may be possible to link these emotions to appropriate reactions. Like eating when you're hungry.

This will enable me to break down the Elephant project of completing one weekly review into smaller actionable items, that I do when the need arises.

Take for instance reviewing the actions-list. I know the feeling when my actions-list needs unclutteríng. It is the feeling I get when my eyes are gliding all over the list, seeing plenty of things, but not really wanting to do any of them. This is a telltale sign, that I need to unclutter my action-list. This includes reviewing each item checking to see if they are:

  • Doable
  • A concrete physical action
  • The NEXT action in the given project
  • Less than 20 minutes of work

Then I retype the ones I don't like, and delete the old ones, type in new ones and print. This doesn't take long, and the peace of mind is restored, and it's back to churn mode.

So! My goal is to make a complete system of EmotionPULL-triggers, signs that something needs attention, and appropriate doable actions take when these signs emerge.

So next article: LEAN GTD #5: Triggers and Reactions - A Pull System for GTD Weekly Reviews.

  • Jens Poder

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This is post 3 in a series of articles on using LEAN to streamline your GTD system.

To map a value stream is quite an experience. Doing it with something as personal as your GTD system is a real eye-opener.

In this case, I started with the benefits that I want to get from my GTD-system, described in yesterdays post.

  • Capture Ideas
  • Efficiency & Control
  • Connecting purpose and tasks
  • Uncluttering

My method was very simple, and not at all as sophisticated as the usual ways of mapping production systems in LEAN. But I figured this was okay for this experiment. I welcome suggestions from experienced LEAN people.

Just grab a bunch of memos and start mapping. Get all the things up there. Your project list. Your capture tools, get them up there. It took me about an hour, and the result was this:

My GTD Flow on a board

The text is in danish, and quite small, but you can check it out on Flickr, where I have added notes, describing the flow in detail. Just click the picture.

In a simplified way, the flow can be viewed like a connected stream that splits up into smaller streams, each representing a unique benefit. The components upstream at the start (like capturing) are beneficial for the whole system, but some of the components (like the tickler file) is closely connected to one stream (in this case the benefit of uncluttering).

This image describes the 4 streams of my GTD System:

gtd-flowboard_overlay-copy

There are four streams of benefit:

  • The stream of capture - utilizing capture tools to get every idea captured for later use.
  • The stream of efficiency - ends in tools that make me able to decide what actions to take... actionlists & calendar.
  • The stream of purpose - on the other side of reviews (weekly, monthly, quarterly). Lets me decide on project-level what to spend my energy on.
  • The stream of uncluttering - Let's me get stuff out of the way, into the dustbin, the reference archive or the tickler file. It frees up energy.

Having this map of my GTD-system made it possible for me to make a couple of immediate changes, where the system wasn't flowing.

A queue in the stream of efficiency

Most obvious was processing. Originally I made the processing of stuff at my computer. This was made in a typical batch & queue proces. I would capture and collect lots of stuff, and then proces once a day. I would type everything into my todo-lists in outlook at the computer and then print a list and put it in my organizer.

The LEAN principles teach us to get rid of these waiting areas in the system. This is because it is wasteful to have inventories of stuff along the way.  It also ads lead-time.

This makes sense as it becomes obvious that the stream of efficiency is running through the area of processing. If processing isn't totally up to speed, then the overview and focus at the end of the stream of efficiency is out of sync with reality. Critical actions will get stuck in the queue, waiting for processing, while you're picking actions from an outdated actions list.

Under normal circumstances, when the normal processing routine is functioning... no problem, but in times of stress, this is bad, because one of the most basic benefits of GTD, namely the overview and being able to pick relevant actions in the moment, gets out of sync with reality.

The Uncluttering and Purpose streams also run through the processing area, but the value of these streams were less connected with speed. But the stream of efficiency needs to flow FAST!

So I began to consider how to break down the first in first out, queue and batch mode of my processing. I decided to use another LEAN principle: The introduction of flow.

Introduction of flow in the stream of efficiency

So I decided to break down the waiting area in the stream of efficiency. And this is how I did it.

Up until now, my primary actionlist had been on the computer, with a paper copy in my levenger circa organizer. This paper copy was handy, when I was on the move.

Now I made the levenger paper copy the primary list. This gave me the benefit of being able to enter things into my action list everywhere.

So from now on, when an idea popped into my head, instead of capturing it onto a notepad or into my memo-recorder on the phone, I instead ask myself: "is it acitionable?" If it is a discrete task, then it goes onto an circa-punched index card, with a relevant context, this goes directly into my actionslist in my paperbased levenger organizer.

So instead of putting somewhere in an inbox, for later processing, I immediately decide if it's actionable, and if it is, it goes straight into the efficiency stream and onto my actionlists.

I still use the computer todolist. It's handy for tasks originating from the computer (mails and such), but it's not a plug in the system any more. I now primarily use the computer to tidy up the handwritten lists. Sometimes it's nice to have a neat fresh actions-list to churn from.

It was a small change, but a significant one. Now I have the benefit of efficiency and overview all the time. And since this stream is one of the key values in my system it was well worth the change.

A couple of other things

Having my GTD value stream on this map also made use my project reference material differently, and store it in another way. And there's a couple of other minor things I have mended as well.

Tomorrow we'll look at introducing another lean principle in the GTD system. The principle of PULL. Never making anything until it's needed.

  • Jens Poder
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This is part 2 of a series of articles on how to trim your GTD system with LEAN techniques.

First step in any LEAN proces is to define customer value. Only then will you be able to know what is value-adding and what is waste, MUDA.

This might seem trivial, but in fact it isn't. Very few companies manage to make customer value the sole measure on the scoreboard. And a terrifiing number of companies go along without ever getting really close to the need of the people they produce for. This includes a lot of companies that spend heavily on market research. It is a mindset thing.

So what is actually the customer value of a GTD system? I have given that some thought. I am the customer of my own system of course, but what value should the system create? Here is my view on the value that a GTD system should give:

  • Capture of all my creative ideas in a place so I'll get more value from them. This means that I must be able to get every idea into a trusted system, from where I can easily retrieve them, when relevant.
  • A feeling of efficiency by having a clear sense of control and being able to give the right tasks the right amount of attention at any given time.
  • A clear sense of purpose and a connection between higher level goals and daily actions.
  • Uncluttering - handling and getting rid of all unnecessary stuff, freeing up ressources.

That's it basically. When I achieve this, I feel in control. The next step is to map the stream of actions that generate this value. So tomorrow: LEAN GTD 3 - mapping the value stream.

  • Jens Poder

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A LEAN GTD System

7. september, 2007 — 1 Comment

lean-gtd

I have been on the Getting Things Done wagon for well over a year now, and I'm a happy GTD'er. It's a great productivity framework for knowledge workers, because it let's you get stuff off your mind, so you can focus on the job at hand.

But I find myself thinking, that my personal version of the system is overly complicated, especially in stressfull periods. When the going gets tough, my GTD habits gets skipped. Piles start accumulating and the only routinely thing about my weekly review routine, is that it gets cancelled routinely.

This results in frequently having  a "Mind like boiling Water" instead of the wanted state of "Mind like Water".

The problem is this: The journey from the perspective of every piece of information through my system simply takes to long. There's a couple of queue and batch areas along the way, and these require me to sit down at the computer and process. When "sitting down in front of the computer time" is scarce, these queue and batch pools in the system gets totally out of hand. And then you have the pain...

So I have decided to fix this. And I'll use LEAN methologies to do it, and make a LEAN GTD system.

The lean principles

Lean thinkers and GTD'ers have a lot in common. Both parties obsess with system management, the difference is, that Lean Thinking is used in production companies, like car manufacturer Toyota, where it was first invented.

The objective of Lean thinking is to eradicate waste in the production process, or MUDA, as Lean Thinkers call it. MUDA is everything in the production proces that doesn't create value. This could be unnecessary storage and inventory. Unnecessary handling and transport.

Lean production systems are typically build very integrated, with no stopping once the process of building a product is started. Products are produced just in time, so no parts are made before there's a request further downstream Lean systems gets the production flowing with a minimum of waste and waiting. This is how I want my GTD system to be.

So I'll start the process of slimming my GTD system with the 5 basic LEAN steps.

  • Define customer value - what is the value created in the eye of the customer.
  • Map the Value Stream - chart the series of action that create the value. Banish activities that is wasteful right away.
  • Introduce flow - make the proces continously flowing by getting rid of queue and batch thinking.
  • Introduce pull - start acting on pull from the value stream instead of making stuff before it's needed.
  • Perfection - make better all the time.

So that's what's in store for me. Tomorrows post: LEAN GTD - defining customer value.

LINKS:

  • Jens Poder

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