Weekly Review Checklist

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, journal and meeting notes, voicemails, dictation, and emails.
 * Empty Your Head
 * Put in writing and process any uncaptured new projects, action items, waiting for’s, someday maybe’s, etc.

GET CURRENT
waiting for’s, etc.
 * 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.
 * 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.
 * Browse through project plans, support material, and any other work-in-progress material to trigger new actions, completions,
 * 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.
 * Be Creative and Courageous
 * Any new, wonderful, hare-brained, creative, thought-provoking, risk-taking ideas to add into your system???

Alternate Weekly Review Checklist