on
Lots of people have been making lists for years but have never found the procedure to be particularly effective. There's rampant skepticism about systems as simple as the one I'm recommending. But most list-makers haven't put the appropriate things on their lists, or have left them incomplete, which has kept the lists themselves from being very functional. Once you know what goes
When I refer to a 'list,' keep in mind that I mean nothing more than a grouping of items with some similar characteristic. A list could look like one of three things: (1) a file folder with separate paper notes for the items within the category; (2) an actual list on a titled piece of paper (often within a loose-leaf organizer or planner); or (3) an inventory in a software program or on a digital assistant, such as Microsoft Outlook task categories or a category on a hand held PDA.
If you've emptied your in-basket, you'll undoubtedly have created a stack of 'Pending' reminders for yourself, representing longer-than-two-minute actions that cannot be delegated to someone else. You'll probably have anywhere from twenty to sixty or seventy or more such items. You'll also have accumulated reminders of things that you've handed off to other people, and perhaps some things that need be placed in your calendar or a 'Someday/ Maybe' kind of holder.
You'll want to sort all of this into groupings that make sense to you so you can review them as options for work to do when you have time. You'll also want to decide on the most appropriate way physically to organize those groups, whether as items in folders or on lists, either paper-based or digital.
The Actions That Go on Your Calendar
For the purposes of organization, as I've said, there are two basic kinds of actions: those that must be done on a certain day and/or at a particular time, and those that just need to be done as soon as you can get to them, around your other calendared items. Calendared action items can be either time-specific (e.g., '4:00—5:00 meet with Jim') or day-specific ('Call Rachel Tuesday to see if she got the proposal').
As you were processing your in-basket, you probably came across things that you put right into your calendar as they showed up. You may have realized that the next action on getting a medical checkup, for example, was to call and make the appointment, and so (since the action required two minutes or less) you actually did it when it occurred to you. Writing the appointment into your calendar as you made it would then have been common sense.
The calendar should show only the 'hard landscape' around which you do the rest of your actions.
What many people
Organizing As-Soon-As-Possible Actions by Context
Over many years I have discovered that the best way to be reminded of an 'as soon as I can' action is by the particular
How discrete these categories will need to be will depend on (1) how many actions you actually have to track; and (2) how often you change the contexts within which to do them.
If you are that rare person who has only twenty-five next actions, a single 'Next Actions' list might suffice. It could include items as diverse as 'Buy nails' and 'Talk to boss about staff changes' and 'Draft ideas about off-site meeting.' If, however, you have fifty or a hundred next actions pending, keeping all of those on one big list would make it too difficult to see what you needed to see; each time you got any window of time to do some-thing, you'd have to do unproductive resorting. If you happened to be on a short break at a conference, during which you might be able to make some calls, you'd have to identify the items that were calls among a big batch of unrelated items. When you went out to do odds and ends, you'd probably want to pick out your errands and make another list.
Another productivity factor that this kind of organization supports is leveraging your energy when you're in a certain mode. When you're in 'phone mode,' it helps to make a lot of phone calls—just crank down your 'Calls' list. When your computer is up and running and you're cruising along digitally, it's useful to get as much done on-line as you can without having to shift into another kind of activity. It takes more energy than most people realize to unhook out of one set of behaviors and get into another kind of rhythm and tool set. And obviously, when a key person is sitting in front of you in your office, you'd be wise to have all the things you need to talk about with him or her immediately at hand.
The Most Common Categories of Action Reminders
You'll probably find that at least a few of the following common list headings for next actions will make sense for you:
• 'Calls'
• 'At Computer'
• 'Errand's'
• 'Office Actions' or 'At Office' (miscellaneous)
• 'At Home'
• 'Agendas' (for people and meetings)
• 'Read/Review'
I suggest that you take the time to write the phone number itself alongside each item. There are many situations in which you would probably make the call if the number was already there in front of you but not if you had to look it up.