Chapter Three - Getting Projects Creatively Under Way: The Five Phases of Project Planning

Key ingredients of control:

1. Clearly defined outcomes (projects) and the next actions associated with them
2. Reminders placed in a trusted system that is reviewed regularly.

^^ = horizontal focus.

Horizontal focus will do in many situations. Sometimes when you need more focus to get a project under control you need vertical focus. (Vertical = scanning the horizon, planning steps of actions)

Vertical planning can come under a relaxed environment or a more formal and structured one. Most of the time the less relaxed one can be the more productive one.

Formal meetings often skip over the why, don't allow time for brainstorming or miss out defining next action steps.

The most productive way to think about projects, situations and topics is the natural way. Natural is not necessarily the normal way.

The Natural Planning Model:

1. Defining purpose and principles
2. Outcome visioning
3. Brainstorming
4. Organizing
5. Identifying next actions.

This natural planning model often goes in the face of traditional methods.

The Unnatural Planning Model. Often starts with 'What’s a good idea?' This is a good question, but should only really be asked when you are around 80% through your planning.

Need to define purpose, create vision, collect initial bad and good ideas before you can attempt to come up with a 'good idea'.

Unnatural planning often leads to not planning. It doesn't work. What ends up happening is the Reactive Planning Model, or crisis.

The Reactive Planning Model:

1. Action
2. Organization
3. Brainstorming
4. Vision and Purpose

Reactive planning is the reverse of Natural planning.

Purpose = asking why. Purpose must be clear and specific. You must be able to answer ‘When am I off purpose?’

Principles = the standards and values you hold. Complete the sentence ‘I would give others totally free rein to do this as long as they…’

‘What behavior might undermine what I’m doing, and how can I prevent it?’

Principles define the parameters of action and criteria for behavior.

Vision/Outcome = having a picture of what success looks like. What it will look right in the real world.

The Power of Focus creates ideas and thought patterns.

You won’t see how to do it until you see yourself doing it. Easy to do if you have had success before, but harder if you don’t have any reference points.

Three basic steps for developing a vision:

1. View the project from beyond the completion date.
2. Envision wild success.
3. Capture features, aspects, qualities you imagine in place.

Brainstorming = how. When you identify with a picture that is different from your current reality, ideas start to flow.

Give yourself the permission to express any idea, then figure out how it fits.

External brainstorming (such as mind maps on paper) have the advantage of being able to generate for ideas by being able to reflect back on previous ones. Get the ideas out of your head into objective, reviewable formats.

Basic brainstorming principles:

1. Don’t judge, challenge, evaluate or criticize (be aware of the thoughts you are having, primary idea must be expansion).
2. Go for quantity over quality.
3. Postpone analysis and organization.

Organizing = identifying components, sequences (order), events and priorities. Comes about naturally after ideas are out of your head.

Basics of organizing:

1. Identify significant pieces
2. Sort by one or more of (components/sequences/priorities)
3. Detail to the required degree

What’s the next action? Ask the question about what needs to be done next. Is reality based (runway level).

A project is planned if every next-action step has been decided on every front so that it can be moved on without something else having to be done first.

If the next-action is someone else’s, it still must be noted (Waiting For).

You need to do as much planning as you need to get the project off your mind. Most projects only need a listing of the outcome and next-action. Others may require some brainstorming; a further few might need deliberate application of the five phases.

Greater clarity will be gained by going up the natural planning scale (action to organize for example). If you need more to happen, move down the planning scale.

You don’t need more skills, just different behaviors.

Chapter Two - Getting Control of Your Life: The Five Stages of Mastering Workflow

Five discrete stages when we deal with our work:

1. Collect things that demand our attention
2. Process what they mean and what to do with them
3. Organize the results
4. Review the results as options
5. Options which we choose to do

These five are horizontal management (all projects).

The quality of our work flow is only as good as the weakest link.

Helpful to separate these stages as you move through the day. Often trying to do all at once is a problem.

COLLECT
Need to know what is to be collected, in order for your mind to let go of trying to hang onto everything.

Need to collect everything that you consider incomplete in the world (things that should be different than they are), everything you have a commitment too.

As soon as you attach 'should' 'need' or 'ought' to something, it becomes incomplete.

Need to make sure everything is collected somewhere other than in your head.

Collection tools:

1. In basket - ideal for processing physical items
2. Paper and Pads/Electronic Note Taking/Auditory Capture - ideal for collecting ideas and notes
3. Email - holding area for messages and files

Requirements for collection to be successful:

1. Every open loop must be in your collection system (not in your head)
2. Have as little collection buckets as possible
3. Buckets must be emptied regularly

Collection system must be close by, all the time.

Emptying your inbox means deciding what it is, what to do with it, and organize it in your system. This requires effective systems 'downstream'.

PROCESS
The item-by-item thinking process is important. Need to know what you need to ask and answer about each piece of stuff.

You can't organize stuff, only actions. You need to process stuff before you organize it.

Is it actionable?
No = trash/incubate for later action (calendar)/reference (reference filing system)

Yes = Is it about a project? if so put on the list/What is the next action?

Next action = physical action that needs to be taken to get reality toward the chosen outcome

Now have three options:

1. Do it, if will take under 5 minutes
2. Delegate it
3. Defer it onto your next actions list (if will take over 5 mins)

ORGANIZE
Actions and items will go into two categories, non-actionable and actionable.

Non-actionable items go into:

1. Trash
2. Incubation tools
3. Reference storage

Actions go into:

1. List of projects
2. Storage of project plans/materials
3. Calendar
4. List of next actions
5. List of things you are waiting for

All categories need to be physically contained in some form (not in head).

Projects = result that requires more than one action step. Projects need to be on a master lists that can be reviewed regularly.

You don't do projects; you do the action steps.

Project list = index. All details placed in separate containers. Often project support material can be placed in the general reference file.

Three types of next actions:

1. Actions on a specific date (tracked on calendar)
2. Actions to do asap (tracked on Next Actions lists)
3. Actions you are waiting for others to do (Waiting For lists)

No more daily to-do lists, because a) impossible to nail down daily work with constant inputs and b) dilutes emphasis on things that HAVE to be done with things you WANT to do.

Incubation (non-actionable) = Someday/Maybe or Tickler File

Reference (non-actionable) = either topic/area specific or general storage.

REVIEW
Difference between writing something down and remembering it (when you need it).

Review = look at all outstanding projects and open loops, scan all actions.

Calendar (hard landscape) will probably be most frequently reviewed. Good habit to check as soon as you've done an action from your calendar.

Next will be Next Actions lists. Projects, Waiting For & Someday/Maybe only need to be reviewed as often as needed to keep you stop thinking about them.

The Weekly Review is a time to:

• Gather and process stuff
• Review your system
• Update your lists
• Get clean, clear, current and complete

An incomplete system is pointless to review. The Weekly Review is key to trusting your system.

DO
Basic purpose of work flow management is to make good choices about what you do. Must move from hope to trust.

If you have done the first four steps, you can trust your intuition to make the choice about what action to do at any moment. No time management system alone can ever make the right choice.

Three models to help you make decisions.

Four-Criteria Model

1. Context - some actions require specific tools/location
   
2. Time available - when do you have to do something else?
   
3. Energy available - how much energy do you have?
4. Priority - which action will give you the highest payoff?
   

Threefold Model for Evaluating Daily Work

1. Doing predefined work - working off your Next Actions lists
   
2. Doing work as it shows up
3. Defining your work - doing the collect, process, organize, review system

The Six-Level Model for Reviewing Your Own Work

1. Runway: Current Actions - Accumulated list of all actions you need to take.
2. 10,000 Feet: Current Projects - Relativity short term outcomes you desire
3. 20,000 Feet: Areas of Responsibility - Key areas within which you want to achieve results. Both personal and work areas.
   
4. 30,000 Feet: One to Two Year Goals - What you want to be experiencing in one to two years from now.
   
5. 40,000 Feet: Three to Five Year Vision
   
6. 50,000+ Feet: Life
   

Note - your focus may/will not fit inside one particular horizon.

Setting priorities doesn't provide a practical framework for the tasks and decisions you will make day to day.