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Daily Review Process

The document outlines a daily and weekly review process for task management. The daily process involves capturing new tasks, clarifying which need action, organizing tasks into lists, reflecting on the day's work, and engaging with high priority tasks. The weekly process is similar but also involves gathering outstanding tasks, assessing project status, reviewing and updating lists, reflecting on the past week, and planning the next week. Both processes aim to keep task management systems organized and aligned with goals.

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72 views2 pages

Daily Review Process

The document outlines a daily and weekly review process for task management. The daily process involves capturing new tasks, clarifying which need action, organizing tasks into lists, reflecting on the day's work, and engaging with high priority tasks. The weekly process is similar but also involves gathering outstanding tasks, assessing project status, reviewing and updating lists, reflecting on the past week, and planning the next week. Both processes aim to keep task management systems organized and aligned with goals.

Uploaded by

tvqfduenveqmmecnor
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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‭Daily Review Process:‬

‭1. Capture:‬

‭●‬ Q
‭ uickly jot down any new tasks, ideas, or commitments that arise throughout the‬
‭day in your preferred capture tool (notebook, app, etc.).‬

‭2. Clarify:‬

‭‬ P
● ‭ rocess the captured items, asking whether each is actionable or not.‬
‭●‬ ‭If it takes less than two minutes, consider doing it immediately.‬
‭●‬ ‭Delegate, defer, or categorize tasks as appropriate.‬

‭3. Organize:‬

‭‬ U
● ‭ pdate your Next Actions list with new tasks.‬
‭●‬ ‭Make adjustments to priorities or due dates as needed.‬
‭●‬ ‭Ensure that your task management system is organized for the next day.‬

‭4. Reflect:‬

‭‬ R
● ‭ eflect on the day's accomplishments and challenges.‬
‭●‬ ‭Note any insights or lessons learned.‬
‭●‬ ‭Consider adjustments for the next day.‬

‭5. Engage:‬

‭●‬ U ‭ se insights gained during the review to guide actions for the remainder of the‬
‭day.‬
‭●‬ ‭Engage with tasks, focusing on high-priority items.‬
‭●‬ ‭Mark completed tasks as done.‬

‭Weekly Review Process:‬


‭1. Capture:‬

‭●‬ G
‭ ather any outstanding tasks, projects, or ideas that may not have been‬
‭processed during daily reviews.‬
‭2. Clarify:‬

‭‬ P
● ‭ rocess captured items, clarifying their nature and determining next actions.‬
‭●‬ ‭Identify any incomplete or pending tasks and assess their status.‬

‭3. Organize:‬

‭●‬ R ‭ eview and update all lists, including Next Actions, Waiting For, and‬
‭Someday/Maybe.‬
‭●‬ ‭Organize your task management system for optimal efficiency.‬
‭●‬ ‭Ensure that projects are well-defined with clear next steps.‬

‭4. Reflect:‬

‭‬ R
● ‭ eflect on the past week's accomplishments and challenges.‬
‭●‬ ‭Assess the effectiveness of your task management system.‬
‭●‬ ‭Consider whether your priorities align with your larger goals.‬

‭5. Engage:‬

‭‬ P
● ‭ lan for the upcoming week based on insights gained during the review.‬
‭●‬ ‭Set priorities, assign due dates, and make adjustments as necessary.‬
‭●‬ ‭Prepare for a focused and productive week.‬

‭6. Bonus Step (Optional):‬

‭●‬ R ‭ eview long-term goals and consider whether your current actions align with‬
‭those goals.‬
‭●‬ ‭Archive or clean up any unnecessary items from your task management system.‬

‭ hese processes provide a structured framework for daily and weekly reviews, helping‬
T
‭you maintain control over your tasks and ensuring that your system is always up-to-date‬
‭and aligned with your priorities. Feel free to customize these processes based on your‬
‭preferences and specific needs.‬

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