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Forked from jayasimhan/GTD-Mindsweep-list.md
Created June 7, 2020 18:45
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GTD Mindsweep list

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

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