Transcript
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Foreign.
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Hi everyone, this is John Forester. Welcome to our GTD Connect webinar on the complete projects list. This is going to be presented by Anamaria Gonzalez, our senior master trainer, who is a very big title, which means she trains the people who train the people who train the people, etc. She's, she's been around this for a, a long time and, and is very well versed in every aspect of gtd. Welcome, Ana Maria.
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Thank you, John.
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All right, well, I'm going to turn this over to Ana Maria. I'll still be here and monitoring the chat for questions and things like that if I'll keep track of questions in the chat and bring those up at the end during Q and A unless they're more relevant at that very particular moment as we go along. But either way, I'll keep track of those and from this point on I'll turn it over to Ana Maria and.
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We'Re scheduled for two and a half hours. Is that correct? Don't.
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That's correct.
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Okay, great. Well, thank you very much for joining and for attending this webinar or, you know, workshop, if you want to think of it that way. You're welcome to have your cameras on. You're welcome to not have them on. We changed the format to a meeting because I find it much more user friendly in terms of you having that ability to go on camera mute, unmute yourself. It's a small group. I think we're, last I checked, we were eight, nine now. So feel, feel free to just, you know, behave as you were in a training room in person. We just happen to be virtual, but it's the same idea. So before we get started, you will all ask to make sure you had your capture tool nearby. Whichever capture tool you use, that could be paper or that could be digital. You were also asked to have your projects list or your system, your DD system, however you define that, where you're keeping your projects list and your next actions list and your waiting fors and your agendas calendar. And I also, if you have it, your higher horizon maps, maybe you've already started creating your areas of focus maps or, or your goals and objectives or your vision or your purpose or some version of that. We just need to have all of it handy because we're going to use it during today's webinar. So make sure to you have it. Whether that's digital or paper or a combination of either works, it's not a problem. So what we're going to do next is basically I'm going to Jump straight in into the agenda. We we already know this session is scheduled for two and a half hours. Obviously we will have a break somewhere in the middle for about 10 or 15 minutes. Why I'm not being precise on the length. No less than 10, let's put it this way, and no more than 15 because it depends on how we progress if we're actually wanting more time or needing more time for completing activities that may kind of affect our break time to 10 minutes unless of instead of 15. But I'll be. I'll pay attention to that. Be prepared for this class Workshop webinar I'm going to use the term class to be like a lab. It's actually hands on. It's a very practical session. You're definitely going to be able to walk out of today's class with I don't want to say a complete projects inventory because as soon as I say that you make a new commitment, there's a new project you haven't added to your list and therefore it's not a complete projects list. So. So we're going to be very close to having a complete project list, at least to that second. But what you definitely will know is how to keep on adding. Be much more prepared, more knowledgeable, have more tools, better understanding as to what goes on my projects list because much more that what seems to go on the projects list particularly a lot of the subtle tensions in our lives often belong to our projects list and they're not there and they're creating unnecessary tension for ourselves. So today most definitely you will have an opportunity to further develop your projects list. So that is more current, more complete, more accurate and each and every one of your projects are more clearly identified. You have a better grasp on each and every one of them, if you want to think of it that way. And then we will end today's session. Actually I forgot to do this. So a lot of what goes on your projects list are. One could define it as stuff that comes from your higher horizons. For example, it could be stuff that comes from the others. And we're going to talk later today what the others mean. And then last we will activate your projects list which is nothing more than making sure that every one of your projects has a next action. Otherwise it's not active, which is super important as you probably know from learning and reading about the GTD methodology. Then last we'll do some implementation next steps just so that doesn't stay in the theory, but you really walk out from today's class with very clear understanding of what to do next to continue your GTD implementation. So basically, that's today's agenda. And where we want to start is we want to start with a mind sweep. So always a good idea to practice the basics. So what I'm going to do now is I'm going to ask you for the next two minutes or so or three. I'll check in with you in a moment. I'm just going to ask you, is there anything on your mind as we begin this session? Have you captured everything to be fully present right here, right now? Anything that it's kind of distracting you or disturbing you from being fully present that needs to be done or needs to be handled? Anything in the last 24 hours that you agreed to and that you just kept a mental note. So, you know, kind of simple, easy, relaxed. Just take a couple of minutes and see if anything comes to mind that needs to be put onto paper or whatever capture tool you use. Maybe you have a digital capture tool. I just want you to take a moment now and empty your mind. I'll give you two minutes. Okay, so that's about two minutes you can finish up. If you were writing something, just finish up with that last one that you were writing or entering on your digital tool. So by raise of hands, and I guess you all know how to raise your hand on zoom, by raise of hands, how many of you capture at least one thing, if not more? Just thank you, Jeremy. Thank you, Katie. I can see you, but those of you that I can't see, you're going to have to do it digital. Thank you, Mark. What else? What about Becky, Amelia, Claudia? Yes, Hands up. Good. Again, the intention, it's to ask you is to actually bring awareness. Because this is not about being right or wrong. This is just about realizing that there's still more than we can do in terms of our GTD implementation of the basics. Because as you probably know, your mind is for having ideas, not for holding them. And this is a lot of our working hypothesis as we're teaching GTD is that you make sure you have nothing on your mind. As soon as something pops in your on your mind, that it's pulling or pushing on you in terms of your attention, your focus, just take a moment and put it on your capture tool. Later on, you'll come back and clarify and organize. So obviously, if more things pop into your mind or come to your mind, just keep on adding to your digital tool. Don't wait for me to ask you to do the exercise kind of thing, to do the job which is if it's on my mind, it's in the wrong place. Let me put it on my capture tool. Simple and easy. Now what we're going to do is we're going to move over and start with class material because the idea was to have you fully present. And the first thing we want to do in order to bring your project list current is that we want to make a couple of reviews of two definition slides. But I think you're all familiar in terms of the definition and what we mean by so in gtd. As you know, when we talk about a project, and this can be obviously a personal project, a professional project, doesn't matter, we don't make a difference. It's nothing more than a multi step outcome achievable within a time frame up to a year. So it's anything and everything that you said yes to or you didn't explicitly said no to that it's going to require more than one action step or sometimes it's easier to understand more than one sitting. In other words, or sometimes it's also easier to understand is no matter if I have the full day to actually do all the steps, its nature is one that I cannot possibly complete it because I will take one step, then that will be in the hands of someone else and until that comes back to me, then I cannot move on to the other step, etc. So it has a time frame of up to a year. Can it be more than a year? Yes. So if it's 12 months and I don't know, three hours still qualifies, let's not take it so like by the book, it's, it's just a time frame that we're giving you. And the reason for giving you this time frame is because your projects list and we will see more of that later. But you probably already know that it's the driver of your weekly review. That's why it's very important to have a complete project inventory or to have a complete projects list. Because that ambient stress that gets created around us throughout a week, we're able to calm it down, we're able to release it, to let it go. Once we come back to our projects list on a week to week basis and we get to see and ask ourselves am I still committed to this outcome? Where am I in relationship to my current reality and my desired outcome? What more if anything, can I do think about, come up with that brings me closer to my outcome? And that's a good percentage of what happens in the weekly review or I should say it's the heaviest weight to lift during the weekly review. That kind of thinking, thinking about each and every one of your projects, how far am I from my desired outcome? What more can I do to come close to my desired outcome and always have that next action or next actions identified? So up to a year works because in terms of you don't want to have something that you review on a weekly basis that it's 10 years from now because that instead of actually bringing stress down, it can potentially increase the stress in terms of oh my God, how far I am, when am I going to get any clothes? Because it's too far. That's why we have horizons of focus and different outcomes. If you think about it, they're all outcomes belong at different heights. Some of our outcomes belong to the ground level, some belong to Horizon one or horizon two or horizon three. And we'll see more of that today depending on how far they are in terms of our timeline, they will belong to a different horizon. Everything that can be accomplished or achievable within a year. It's smart to put on your projects list because then you can very easily relate to as part of your weekly review. So it's, it's. Think of it as a trick, is a trick that really helps your mind visualize. What's the next action to get me closer? What's the next action to get me closer? Because if it's too far out, it's going to be more difficult for your mind. Not that it's not doable. That's why I'm saying if it's a project that takes you 14 months, 15 months, I think it still qualifies. But for some people it's sorry, feels like I'm telling you a lot. But it, because there's a lot with GTD and it becomes very personal. For some people, 15, 16 months, it's already too far. They prefer to, to add it to their Horizon 3 inventory, which is goals and objectives. They kind of like for them a project, it's better defined for anything that gets done within six months. I used to work on Wall street and long term on Wall street is three months. So it depends where you're trained. In Japan it's 10 years. So it becomes very personal. How, how easy can you relate to that outcome or not? I think determines a lot. Is it a project for me, is it more of a goal or objective? Am I going to put it more as a vision because I'm more short term driven? That's another way to think of it. Point being, it's a multi step outcome. You cannot get it done in one sitting. The other definition that it's important to take a moment to review, it's the definition of someday Navy. It's very simple and very straightforward. It's nothing more than potential projects or next actions that you're not yet committed to move on. You're not doing anything about it. It doesn't mean you may not do something about it sometime in the future, but you're not doing anything about it and it's not for this week. Some people think of it that short time frame like, no, I'm not moving on this. I'm not committed to this. But again, there's a whole world out there for someday maybes. I mean, I have folks that organize their someday maybes as bucket list items. I have people that are organized someday maybes or quarterly someday maybes yearly because they want to kind of have different tiers or time frames within even their someday maybes. It's a personal preference. I only have one someday maybe list. Me personally, but I've seen all different variations. All you have to remember is exactly what says there. I am not yet committed to move on. Would I be next week? We don't know and we don't have to know until you do your weekly review next week. And then at that moment you ask yourself again, well, I'm not ready to. I'm not, I'm not committing to moving on this thing yet. Fine, let's wait on to the next week. It's really up to you. See, as long as you renegotiate agreements with yourself on a weekly basis, you're not breaking agreements. And that's a very powerful teaching from gtd. It's not that you're procrastinating, you're not forgetting, you're not ignoring it, you're not denying it. You are being conscious about your decision and saying, I'm not moving on this thing this week either, etc. So that's a simple yet I think powerful distinction between what's a project and what's something maybe. Therefore, what I want you to do next is I want you to update your projects list. And for that I have a couple of instructions. So I'm trusting you have your projects please handy. As I said earlier, please have it nearby. And what I'm going to give you five minutes to update your project list. And what that means is a make sure you have identified your desired outcome. Remember, when you're thinking of projects, you want to think of what done looks like. Prepare presentation, organized trip. Remodel the house. Complete M and A. Buy my car. I don't know. Improve my, my, my, my health condition by X percentage. Lose this much weight. Hire this new person. It has to very clearly say, read what done looks like. Can I start with a verb? Can I end with a verb? Up to you, as long as it answers to the question, what does done look like? Some people prefer to finish with a verb because they like to see their projects in alphabetical order. Some people don't mind to start with a verb. Some people don't mind a combination of both. So either or it's fine, it works. Just make sure they're written in desired outcome terms and that there's a. There's a verb that clearly tells you what done looks like. That's one part of the exercise. When I'm asking you to update your projects list, that will be the first thing to do as you're doing that you actually may come across projects that are. There are not projects yet. They're actually someday maybe based on the definition I just gave you, potential projects or next actions that I'm not yet committed to moving on. So take the next five minutes. Make sure you have all your projects defined in desired outcome terms. Make sure all your projects have a verb. Make sure all your projects answer to the question what does done look like? And if they don't belong on your projects list but your someday, maybe move it over to your someday. Maybe give yourself that gift and move them over to the someday. Maybe I'll let you know when time's up. Five minutes. Oh, actually three minutes. Okay. That's about three minutes. You can please finish with this part of the exercise. We'll have more time. What we're going to do next actually is we're going to start mining for more projects, as we like to say to in order to get to a complete project inventory or complete projects list. And they're actually three areas, if you want to think about it, where you can mine and explore for projects. These are current activities, Higher horizons and the others. So we're going to start first with current activities. Current activities. It's everything that potentially, where potentially there is a project camouflage or hidden or that somehow you didn't see. And it's everything that it's. You want to think of it. It's like ground level. Ground level or very close to you in terms of the surfaces around you. So it can be the stuff that you wrote a moment ago from your mind sweep. Right. Or it could just be anything else or whatever else from your mind. It can be stuff that might be sitting on your calendar. Like if you take the time in a moment to check your calendar from last week, that may trigger a project of something that occurred at a meeting and that you know you didn't capture. You add to your system, it's, it's nowhere but somewhere in your mind. If you look at your calendar for next week, maybe also there is something walking towards you that you haven't seen and it's actually a project that you know you had overlooked, let's say. So calendars can easily trigger projects that are needed on our list. Your next actions list. Sometimes we're very good at adding next actions, but not taking a moment of asking ourselves is this next action part of a project? Does this next action belong to a project? Am I done when I complete this next action? Or is this part of a multi step outcome? So pause for a moment and think about it. If there's something there that again meets our definition of a multi step outcome, achievable up to a year or within a year, then add it to your projects list, your agendas list, same thing. You might have items, items in there to talk to someone about or discuss with someone about that, that item itself, it's part of a project that's missing from your list. Sometimes there are things that somehow ended up on our briefcase, our bag, our purse, our pockets on top of our tables at the office or at home that that little piece of paper itself, once done, doesn't get me to done done because it belongs to a project. There's still more work to be done. So check that out. Obviously, if you are working from home, check around your home office and if you're working for work, check around your work office. And as well if not, close your eyes and scan and see what can you remember from either one of those environments that can potentially be reminding you of a project that needs to go on your list. So let us not be fooled by the fact that these are projects that we're mining from our current activities, because there's plenty right there, right then. It's not like they're only being driven or generated from the higher horizons, which we will do in a moment, or the others stuff that it's sitting very nearby and very close to us can, can be a reminder of a project that's still not on my list. You know that faucet in the bathroom that drips and every time you walk by you go, I fix this faucet. Well, guess what? Unless you put fixed faucet on your projects list is not going to happen. So I'm talking about the level of minutiae. So I'll give you I believe now. Yes, it's five minutes so I think it tell you the wrong time. I'll start the clock in a minute. Five minutes to go mine for projects in any and all of these places. I think I'll leave this slide up for you so that if you forget you can just look up to the screen and be reminded. And I'll keep the five minutes on my timer here on my phone. So five minutes and I'll let you know when time's up and that's time. You can just finish up with that one please. Okay, so let me check with you and you can type it in the chat box. How many projects do you add to your projects list from this activity? 1, 2, 3, 4, 5. However many just share with me how the result of this time. So I have the chat box up nine. Excellent, Mark. Thank you. For Ariadne. Great. Who else? About 20. Becky, congratulations. That's a much more complete projects list than what 36 minutes ago, a couple dozen which were originally listed as next action. Good catch. Jeremy. About 6 broke bigger projects into smaller projects. Good job. Katie. Who else? What else do we have here? Excellent progress and honestly we're just beginning. Just so you know, we're going to start now mining into the more subtle where it's easier for projects to be hidden. I didn't want and get clear on several. Emilia. Excellent. Did any of you moved at least one to someday maybe anyone out there? You can just type Y for yes or you know, whatever is easy. Raise your hand. I just want to know if you. Yes. Okay, great. Thank you. Jeremy, if you moved at least one. Good. Great job. So definitely sounds like a good use of your time and certainly a much more updated projects list. Let's say given where we're up, we are at the class at this moment. Okay. What we're going to do next is we're actually going to start mining for more projects and looking at the higher horizons or exploring the higher horizons. I just need to jump this like this timers and because often in the higher horizons there are projects that are actually hidden and they are pulling on our attention whether we're conscious or unconscious of it. Like there's a part of us that go there's something that I know I'm missing. I just don't know where it is or what is it or where is it. Coming from. So that's the intention for this next exercise. And we're going to start by focusing on Horizon 2, and then we're going to move to the higher horizons. But the first part of the exercise is just focusing on Horizon 2. Horizon 2 in GTD is what we refer to as your areas of focus and responsibility. These are kind of your ongoing. They never get to an end. We don't complete them, they don't finish, unlike projects. In other words, if you think of personal health, when are you done with your health? Probably as soon as you lose focus on your health, you're going to need a project on your list related to health. So these are all things that as soon as you lose focus or you stop paying attention to them, you need to course correct or you need to make adjustments, you need to do something about it to bring them back to standard, to bring them back to cruise control. So your areas of focus require maintenance. That's another way to think about it. And I'll give you a couple of examples just to give you an idea of what we're referring to. And we're going to start first with professional, and then I'm going to do personal. So let's imagine that you are a human resources. You have a human resources role, talent and development, recruiting, whatever it is that you have. You're a human resources person. Well, within your role. You probably have anywhere from four to seven very clear areas of focus. They usually run between four and seven on average. Doesn't mean that if you have more, it's wrong, or if you have less, it's wrong. I'm giving you an average so you can have part of your role. Means that you're responsible for HR admin, company culture, legal hiring, organizational development, you belong to committees and training and development. I mean, you can see it clearly on the image here. Truth is that that's good. If you have this, that's already good enough in terms of giving you a map of what your areas of focus are and allowing you to use this as an orientation tool. Meaning anytime I go, am I really fulfilling my job? Where am I falling short? Where can I do more? If you just look at this, it's a map that gives you enough information to know where, if anything, you need to course correct or make improvements or do something more. However, you can go deeper. And you can go deeper on each and every one of them. Right? And kind of ask yourself, well, as HR admin, what do people expect of me? What's my job? Where am I being paid for Those are all questions that we ask ourselves when we want to define our areas of focus. What's expected of me? What am I being paid for? What am I responsible for? Personnel, budget, department planning, for example. And same is true for each and every one of them. I'll give you a moment if you want to kind of find yourself on this map and read so that I'm not. Oh, John, I think I need to read in case someone is listening only, right?
