Dave Stachowiak: Coaching for Leaders

In the book Getting Things Done*, past guest David Allen first popularized the practice of a weekly review. In this episode, I share my own process for the weekly review, so that you can incorporate the actions that best work for you.

Key Points

1. Block Time

I complete my weekly review either Sunday evening or early Monday morning. Pick a time that will work consistently in your schedule.

2. Record What Worked

I don’t have an issue remembering what didn’t work, so I discipline myself to write down what did work last week. That way, I recognize strengths.

3. Review Goals

I do a full read of the annual goals I created at the beginning of the year, so I know where I am headed.

4. Determine Next Actions

I decide the next action for each annual goal to advance me closer.

5. Flag 3-5 Actions

I pick the 3-5 actions (fewer is better) than I will commit to complete this week. I leave the rest of them for another week.

6. Remove Flags from Last Week

If there are still flagged items remaining from last week (often the case) I remove them if they are not already on this week’s list. This is an administrative step.

7. Review Projects in OmniFocus

I review all my projects in OmniFocus* for important tasks that might need to be added to the week.

8. Review Habits and Set Focus

I review my daily habits on Coach.me for the last week to see where I did well and where I fell short. Then, I pick a focus habit for the week so I can realign with one I’ve been missing. I write it on my office board.

9. Review Calendar for 14 Days

Looking ahead to just this week isn’t good enough and I won’t think to look to the following week until Friday. Reminding myself to do this is key.

10. Review Tasks for 7 Days

I review all my tasks in the OmniFocus* forecast view, just to be sure I’m aware of busier days ahead.

11. Block Time

I schedule or block time that I need to be doing something (like a client meeting) if not already booked. I work hard to minimize this to only things I must do at a certain time.

Download My Weekly Review Checklist

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