This is my Weekly Review Checklist task template which I run (almost) every week using the powerful "Quick Add Window" capability of my task manager GQueues:
Weekly Review today
- GET CLEAR
-- Collect Loose Papers and Materials :: Gather all accumulated business cards, receipts, and miscellaneous paper-based materials into your in-tray.
-- Get “IN” to zero :: Process completely all outstanding paper materials, meeting notes, voicemails, dictation, PC Desktop, email (Gmail, Pnl, Rbx), Google Keep, GoogleDrive, Rabobank, Yammer, LinkedIN, Facebook, Pocket, Feedly
-- Empty Your Head :: Put in writing and process any uncaptured new projects, action items, waiting-for’s, someday maybe’s, etc.
- GET CURRENT
-- Review Action Lists :: Mark off completed actions. Review for reminders of further action steps to record.
-- Review Previous Calendar Data :: Review past calendar in detail for remaining action items, reference data, etc., and transfer into the active system.
-- Review Upcoming Calendar :: Review upcoming calendar events - long and short term. Capture actions triggered.
-- Review Waiting-For List :: Record appropriate actions for any needed follow-up. Check off received ones. https://www.gqueues.com/main/tag/active/%23waitingfor
-- Review Project (and Larger Outcome) Lists :: Evaluate status of projects, goals and outcomes, one by one, ensuring at least one current action item on each. Check mindmaps "Balancing Work and Life".
-- Review Any Relevant Checklists :: Use as a trigger for any new actions.
-GET CREATIVE
-- Review Someday/Maybe List :: Review for any projects which may now have become active, and transfer to “Projects.” Delete items no longer of interest. Pocket and Inbox-Saved articles.
-- Be Creative & Courageous :: Any new, wonderful, hare-brained, creative, thought-provoking, risk-taking ideas to add into your system??? https://facilethings.com/blog/en/basics-natural-planning
