GTD Review

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Task Capture

• How many items in INBOX and what is the oldest?

• Was INTRAY cleared fully in last 24 hours?

  Yes

  No

  N/A

• Take a photo of INTRAY contents.

  Media

• What tools are you using to manage Next Steps?

• Is the Next Step process working?

  Yes

  No

  N/A

• How do you manage regular tasks (ie weekly payroll)?

• How do you manage time critical tasks (ie call backs on particular day)?

• Do you have a process for !Waiting?

  Yes

  No

  N/A

• Do you have a process for !Someday?

  Yes

  No

  N/A

• Do you have a process for !Agenda?

  Yes

  No

  N/A

Project Management

• Are larger tasks managed as Projects?

  Yes

  No

  N/A

• Where are projects managed?

  Notebook

  Evernote

  Tasks

  Excel

  Other

• What paper based folders are in place?

• How are you using Evernote projects and archive?

Weekly Review

• Was your last weekly review in the last 7 days?

  Yes

  No

  N/A

• Do you have a Weekly Review checklist in place?

  Yes

  No

  N/A

• In Weekly Review do you clear all collection devices?

  Yes

  No

  N/A

• In Weekly Review do you do review all tasks?

  Yes

  No

  N/A

• In Weekly Review do you set Next Steps for each project?

  Yes

  No

  N/A

• Detail Weekly Review process.

Overview

• Overall Rating

  Learner

  Needs Improvement

  Doing well

  Fantastic

• Improvement steps to be taken