Jumping to a Higher Horizon of Focus in the Daily, Weekly, and Monthly Reviews
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Jumping to a Higher Horizon of Focus in the Daily, Weekly, and Monthly Reviews

The GTD Review is the glue that keeps my system together. But it’s often a tough habit to adopt. I’ve been able to get a daily review going which takes care of my day-to-day needs. It took care of today’s fire and look ahead to tomorrow’s schedule But it didn’t cover anything past tomorrow. My daily reviews weren’t giving me a sense of direction and progress towards my goals.

I was finally ready to up my game and move to the Higher Horizons of Focus. I started my Daily Review in get control of my day. Next, I worked on improving my Weekly Review, Monthly, Quarterly, and Annual Review to move my path towards a purpose-filled life.

My Daily Review

My daily review currently includes:

  1. Clearing the inboxes in various apps and the physical in-tray.
  2. Reviewing any currently active (not someday/maybe) projects that I am working on this week.
  3. Reviewing the calendar to see tomorrow’s schedule.
  4. Reviewing any agenda items and waiting-for’s.
  5. Review any completed tasks and create followup tasks if needed.
  6. Planning tomorrow’s to-do list by choosing 1 Big Rock project and 3 MITs (Most Important Tasks).
  7. Journal any new thoughts, ideas, and how the day went. I record victories and things to work on.

To get to the next Kung Fu belt level, I had to construct my own GTD Weekly Review. The official GTD Weekly Review is a good starting point and is available here.

My Weekly Review

My current Weekly Review includes:

  1. Planning the Big Rock projects for next week.
  2. Look at next week’s calendar for any commitments.
  3. Review last week’s journal entries to mine for ideas and new projects.

I need to stay on top of my projects and checklists on a weekly basis. I plan my projects for the next week by balancing my calendar events with the various projects I want to work on.

Planning My Big Rocks for next week

I plot my days with the Daily Review to take care of the daily emergencies and barrage of workload coming my way. The Weekly Review is focused on specific goals for the week. These goals take form in the various active projects and Someday projects that fill up my task manager. I review all of my projects and choose three to six Big Rock projects to focus on.

Review next week’s calendar

It helps to plan ahead. I look at next week’s entries to see what lies ahead. I might have to start a new project or activate a project ahead of time to prepare for any events that will happen soon.

Mining for new project ideas in my journal

I like to review the past week’s journal entries to get a feel for how my week went. Oftentimes, I get new project ideas or suggestions on how to improve a current workflow or look for a change in mindset.

Monthly Review

I haven’t quite fleshed this review yet. I don’t do it often enough to flesh my Monthly Review yet. But I do have a few steps in place.

  1. Curate my projects
  2. Curate my checklists

Curate my projects

I look at my current smorgasbord of projects and evaluate their place in my life. Some projects may have stalled out and needs a little reboot. I rewrite the task description or break the next actions down a bit further to kickstart it. Or the project’s importance has degraded over time. Maybe my enthusiasm for a project has waned a bit. I can either defer a project to a future date when I have more time and energy to work on it. Or I can delete it if I feel like I’m spinning my wheels and not gaining traction.

Curate my checklists

I have some checklists that are daily or weekly routines. They might need some fine-tuning to reduce any needless friction. I also evaluate checklists that have single one-off tasks. I may have forgotten to check off a task or I no longer need to do it if I ignored it for too long.

Quarterly Review

This is a new realm that I am about to jump into soon. I don’t have anything here just yet but I do have some ideas.

  1. Use the 12 Week Year to choose goals and projects for the quarter.
  2. Review current projects to see if I am hitting my monthly milestones. Recalibrate my projects if I need to catch up or I need to redefine the goals to hit.

Annual Review

This is the big vision board stage. I sit down with my wife and evaluate what we’d like to work on for the next 12 months. We set our general directions here and brainstorm for projects that can bring us closer to our goals. We establish monthly milestones and re-evaluate during the quarterly and monthly reviews.

Climbing the Ladder to reach New Horizons of Focus

Each review (daily, weekly, monthly, quarterly, annual) hits a different target.

The Annual Review sets out to plan my goals for the year. I create milestones and a vision of what I would like each quarter to look like.

The Monthly Review and Quarterly Review checks on my project statuses. Am I bogged down in a current project? Do I need to re-evaluate my workload and deactivate some projects so that other projects get started now? Can I delete or defer some projects that don’t contribute towards my current quarterly goals?

I use the Monthly Review to plan the next batch of tasks that will help me complete my Big Rock projects.

During the Weekly Review, I choose the small handful of Big Rocks to work on. I try to plan out time during the week to work on specific projects and ignore all the other projects waiting for me in my task manager. I squeeze these projects in between different calendar appointments and keep buffer time in the week to handle the daily onslaught of outside requests that come in via email, messaging, and walk-in customers.

The Daily Review is where I spend my time putting out the fires and try to bring make progress in a Big Rock that I want to work on today.

I’m slowly starting to master the different review levels. I had to take care of the Daily Review first. Master my day and then I can corral the week. When I can master the Weekly Review, I can step up to the Monthly Review and go upwards all the way to the Annual Review.

It wasn’t easy. I thought I could do the different review levels. But I found lost if I didn’t get the lower levels well thought out. I’m looking forward to fine-tuning my game. I have typically lived in the “now” and not worried too much about the future. But the more in control I have of “now”, the more I look a little further into the future. I’ve achieved yellow belt at the Weekly Review level. I can see the Monthly Review is within my reach and I’m practicing on it every month. I set my foundations so that I can get to the Quarterly Review and the Annual Review.

It’s the end of the year and I’m looking forward to having better vision with the different review levels. As a matter of fact, I’m printing out this post and using it as a checklist whenever I’m not sure what I’m doing during the different reviews.

Have you mastered your review game yet? Lay the foundations by creating your checklists for the Daily, Weekly, Monthly, Quarterly, and Annual Review? What do you need to review at these stages? Write them in a notebook and refer to it when you’re doing your next review!

Enjoy Life! Enjoy the Process! 👨‍🚀