GTD Mindsweep list

GTD-Mindsweep-list.md

GTD Mindsweep list

Professional

Projects started, not completed

Projects that need to be started

"Look into . . ." projects

Commitments/promises to others

• Boss/partners
• Colleagues
• Subordinates
• Others in organization
• "Outside" people
• Customers
• Other organizations
• Professionals
• Vendors

Communications to make/get

Internal/external"

• "Initiate or respond to:
• Phone calls
• Voice mails
• E-mails
• Text messages
• Letters

Social media postings

Other writing to finish/submit

• Reports
• Evaluations/reviews
• Proposals
• Articles
• Marketing materials
• Manuals/instructions
• Summaries
• Rewrites and edits
• Status reporting
• Conversation and communication tracking

Meetings that need to be set/requested

Who needs to know about what decisions?

Significant read/review

Financial

• Cash
• Budgets
• Forecasts/projections
• Profit and loss
• Balance sheet
• Forecasting
• Credit line
• Banks
• Receivables
• Payables
• Petty cash
• Investors
• Asset management

Planning/organizing

• Formal planning (goals, targets, objectives)
• Current projects (next stages)
• Business plans
• Marketing plans
• Financial plans
• Organizational initiatives
• Upcoming events
• Meetings
• Presentations

Conferences

• Organizational structuring
• Changes in facilities
• Installation of new systems/equipment
• Travel
• Vacation
• Business trips

Organization Development

• Organization chart
• Restructuring
• Roles
• Job descriptions
• Facilities
• New systems
• Leadership
• Change initiatives
• Succession planning
• Organization culture

Marketing/promotion

• Campaigns
• Materials
• Public relations

Administration

• Legal
• Insurance
• Personnel
• Staffing
• Policies/procedures
• Training

Staff

• Hiring/firing/promoting
• Reviews
• Communication
• Staff development
• Compensation
• Feedback
• Morale

Sales

• Customers
• Prospects
• Leads
• Sales process
• Training
• Relationship building
• Reporting
• Relationship tracking
• Customer service

Systems

• Mobile devices
• Phones
• Computers
• Software
• Databases
• Telecommunications
• Internet
• Filing and reference
• Inventories
• Storage

Office/site

• Space/arrangements
• Furniture
• Equipment
• Decorations
• Utilities
• Supplies
• Maintenance/cleaning
• Security

Meetings

• Upcoming
• Needing to be set/requested
• Need debriefing

Professional development

• Training/seminars
• Things to learn
• Things to find out
• Skills to practice/develop
• Books to read/study
• Research
• Formal education (licensing, degrees)
• Career research
• Résumé
• Performance objectives

Professional wardrobe

Waiting for . . .

• Information
• Delegated tasks/projects
• Completions critical to projects
• Answers to questions
• Replies to:

• E-mails
• Letters
• Proposals
• Calls
• Invitations

Requisitions

Reimbursements

• Insurance claims
• Ordered items
• Repairs
• Tickets
• Decisions of others

Personal

Projects started, not completed

Projects that need to be started

Projects—other organizations

• Service
• Community
• Volunteer
• Spiritual organization

Commitments/promises to others

• Partner/spouse
• Children
• Parents
• Family
• Friends
• Professionals
• Returnable items
• Debts

Communications to make/get

• Calls
• E-mails
• Cards and letters
• Thank-yous
• Texts
• Social media postings

Upcoming events

• Birthdays
• Anniversaries
• Weddings
• Graduations
• Receptions
• Outings
• Holidays
• Vacation
• Travel
• Dinners
• Parties
• Cultural events
• Sporting events

Administration

• Home office supplies
• Equipment
• Phones
• Mobile devices
• Audio/video media
• Voice mail
• Computers
• Software
• Internet
• Filing and records
• Data storage/backup

Leisure

• Books
• Music
• Video
• Travel
• Places to visit
• People to visit
• Web browsing
• Photography
• Sports equipment
• Hobbies
• Cooking
• Recreation

Financial

• Bills
• Banks
• Investments
• Loans
• Taxes
• Budget
• Insurance
• Mortgage
• Bookkeeping
• Accountants

Pets

• Health
• Training
• Supplies

Legal

• Wills
• Trusts
• Estate
• Legal affairs

Family projects/activities

• Partner/spouse
• Children
• Parents
• Relatives

Home/household

• Real estate
• Repairs
• Construction
• Remodeling
• Landlords
• Heating and air conditioning
• Plumbing
• Utilities
• Roof
• Landscaping
• Driveway
• Garage
• Walls
• Floors
• Ceilings
• Decor
• Furniture
• Appliances
• Lights and wiring
• Kitchen supplies/equipment
• Laundry
• Purging, organizing, cleaning
• Storage
• Service providers

Health

• Doctors
• Dentist
• Optometrist
• Healthcare specialists
• Checkups
• Diet
• Food
• Exercise

Personal development

• Classes
• Seminars
• Education
• Coaching/counseling
• Career
• Creative expressions

Transportation

• Motor vehicles
• Bicycles
• Maintenance
• Repair
• Commuting

Clothes

• Professional
• Casual
• Formal
• Sports
• Accessories
• Luggage
• Repairs
• Tailoring

Errands

• Shopping
• Stores
• Hardware
• Supplies
• Groceries
• Gifts
• Pharmacy
• Bank
• Cleaners
• Repairs

Community

• Neighborhood
• Neighbors
• Service
• Schools
• Civic involvement
• Voting

Waiting for

• Product orders
• Repairs
• Reimbursements
• Loaned items
• Information

RSVPs

[ ] Projects/tasks completed by family/friends