My Killer GTD Setup – Part I

By Scot Herrick | Job Performance

Jun 15

How do you keep track of your time, tasks, and projects? It’s a critical question for Cubicle Warriors because how we manage our work translates into great delivery and, hopefully, increased job satisfaction.

I’ve written a bit about my methodology — Getting Things Done, or, GTD to the faithful — but mostly from the aspect of how the methodology helps work in general. Nothing specific as it relates to tools or how my stuff is set up.

But, I’m in the middle of changing all of my tools for how I manage my work. And then the Getting Things Done blog laid down a good challenge: describe, in detail, your killer GTD setup.

I’m up for a good challenge. I wouldn’t do it if I didn’t think this would help you in your work. Sometimes, it’s just good to see how others do their planning and organization. In this case, you’ll also get the thinking behind the tools and how they fold into the use during work.

What follows is a three-part look at my environment for getting things done, my current tools, the thinking behind the need for changing tools, and, finally, where I am at right now with the changes I’ve made.

Changing the GTD Setup: The Thinking Part

Three weeks ago, I determined that what I was doing in my current GTD setup just wasn’t working. All the emotional reasons pointed this out — my lists were not complete, they didn’t necessarily have the next actions for the task, the projects were not being managed right, and, most importantly, I wasn’t “drawn” to my lists. The Law of Attraction wasn’t happening.

So I sat down and carefully looked at how I was going about the work and a lot of things showed up. Note: this has nothing to do about the GTD methodology; rather, it was about the tools I was using blocking effectiveness out of the methodology. In fact, my GTD methodology, in terms of the lists, contexts and projects I have, are rather bland. I simply don’t have a lot of things different from the recommendations in the Getting Things Done book.

Changing the GTD Setup: How I work today

Work Office

This is the day job. I work in a Fortune 100 company and these companies have standards. This includes the make of laptop, the type of software used, and what can interface with the laptop.

For me, the relevant GTD items include a Thinkpad, Outlook, MindManager, and Blackberry. I also have a place for storing files, but I am constantly harassed that I don’t have any paper on (or in) my desk. This is true; I try and keep stuff electronic at work.

I also process stuff pretty well using GTD methodology, so people don’t see all the other stuff that goes on — just the result. It should be noted that the office environment, because of company necessity, is quite strict in terms of what can and cannot be used as tools. This is perfectly understandable and not an issue with me. Try and support a non-standard environment with thousands of servers and tens of thousands of personal computers and you’ll see this light rather quickly.

Home Office

This is everything else. While I don’t have restrictions on what I can buy, I do have existing tools. This includes an older Dell desktop computer, a brand new T-60 Lenovo Thinkpad, a Palm Treo 650 for interfacing to the PC’s and having portability for tracking, and a four drawer (nice) filing cabinet for all the things that need filing at home. The file cabinet at home has a lot of reference material in it — everything from insurance papers to software manuals to taxes to vacation stuff.

This was the environment I am dealing with every day. If you you know a little about the Getting Things Done methodology, you’ll note that there a lot of conflicts here for capturing, storing, and knowing what’s next regardless of the context I am in at any given point of time.

The next article will take a look at my old setup. Then, part three will look at my changed setup.

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About the Author

Scot Herrick is the author of “I’ve Landed My Dream Job–Now What???” and owner of Cube Rules, LLC. Scot has a long history of management and individual contribution in multiple Fortune 100 corporations.

  • gtdfrk says:

    Scot, thanks for joining my GTD meme! You have taken an interesting approach by describing your killer GTD setup (and the transition between two setups) in 3 posts. I am really curious about the other two installments!

    I have some questions for you (that may get answered already in your next two posts):
    – you are talking about the current tools blocking effectiveness out of the methodology. Can you describe in detail what happened and why? Is it really the tools that get in the way or is it the required GTD mindset that is difficult to keep up?
    – I would love to read more details about the conflicts in capturing, storing, etc. that you have experienced. What happened and why did it keep you from really getting things done?
    – Some pictures of your desks, tools, software, gadgets, etc. would be helpful and really appreciated! 🙂

    Keep up the good work!

    -gtdfrk

  • Scot Herrick says:

    Your welcome. I did three installments because the entire thing is very long. The three things are the most I have written in (two) sittings about a single subject here on the blog. So three parts made some sense to me.

    Current tools blocking effectiveness: yes. I didn’t have a single set of tools because of the completely different setups at work and home. I couldn’t get things to a single place to manage time and tasks. The methodology, however, is literally a lifesaver.

    The other conflicts and stuff you can see in part II. I have screen shots of how things are set up in part III.

  • […] Scot Herrick – Cube Rules: My Killer GTD Setup – Part I (Part II, Part III) […]

  • […] reasoning behind the tools and what was selected. The first part of these three articles — My Killer GTD Setup — Part I — looked at my office and home environment and talked through the emotional decision to […]

  • […] first part of the series looked at what my current work and home environment was and what led me to change tools. The second […]

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