GTD and Status Reports
Most engineers (and probably others) need to file weekly status reports. The format of my reports is:
- Things done this week;
- Things to do next week;
- Outstanding issues that may need management attention.
This used to be a hassle for me since I often couldn't remember everything I'd done in the week. But I had a revelation while continuing to read Getting Things Done. May I suggest the following method:
- Create a folder or tray called "For Status Report."
- As items from Next Actions are completed, move them to For Status Report.
- If you have issues that are non-actionable by yourself, but management should know about them, file those in For Status Report.
- Every time your report is due, your "things done this week" section is in the folder. (Also review your email for the week.)
- As you pull items out of For Status Reports to type them up, trash or file them as appropriate.
- Review your Next Actions for the "things to do next week" section.
- Any issues for management attention are already in the folder, too.
Needless to say, this becomes a subset of the GTD weekly review. I'd say "you kill two birds with one stone," but I'm too much of a bird lover to use that phrase. (Can anyone suggest an alternative phrase?)