The Triple Hat Trick
Here is something I am trying for 2010… I hesitate to call it a new year’s resolution, so let’s just call it an “experiment”. Sometimes it is tough to get focus with my big fancy fiddly collection of GTD lists. There are just too many items on the lists, and even when I filter on just the “next actions” the list is still pretty long. To gain focus, I plan to identify no more than three critical tasks that I want to accomplish in a given week. Sort of a hat trick if you will. The screenshot below shows the template I am using each week. The template is available on the Downloads page.
I expanded the concept just a bit to cover two other areas where I wanted to improve. The first was *redirection*. I found that the majority of the meetings and conversations I had were not ones that I scheduled nor were they topics that I selected. As a result, a good percentage of the work I did during a given week ended up being external requests and/or tasks that I didn’t even know existed prior to the start of the week. To help shift momentum, I added another hat trick for “Agendas” to the top of the page. This list is for meetings or discussions that I want to drive during the course of the week. Difficult conversations and project roadblocks are definitely candidates for this Agendas list.
The other area I wanted to improve was delegation. There are some good discussions on delegation in the Manager-Tools podcasts. The big thing for me is to plan ahead and identify what things should be delegated while there is still enough time to delegate them.
My suggestion is that you print out a stack of blank forms and hand-write them each week. Do not try to automate this or get too fancy with it. Simply think about it, write it down, and do it. The template is set up for a 5.5″ x 8.5″ notebook, but can easily be modified. I have also included a “stealth” version that you can switch to once you are comfortable with the format. This is for those who might think it’s a little dorky if someone were to look over your shoulder and see the detailed instructions and the exact description of what it is you’re doing.
So again, to regain your focus this year, think “3, 3, and 3″. Three critical tasks, three critical agendas, and three items to delegate. Good luck!
-Carl




February 8, 2010 - 6:46 am
While this works for your workflow, and it would work for anyone with a basic, entry-level workload, I don’t really believe it would work for someone with a high volume of tasks and projects on their plate.
If you’re choosing your cards at the beginning of the week with the top 3 projects, top 3 tasks, etc. and aren’t recalculating that daily as new, higher-priority tasks come up, the system falls on its face.
In any given week for me, I sweep off 50+ tasks and a dozen projects, only to have that time replaced by 100 more tasks and two-dozen more projects. That’s just the nature of the work we all do.
February 8, 2010 - 9:39 pm
Hi David – Thanks for you comments. I should clarify that this is not intended to replace my task management system. It’s more of a cover page or a compass for the week. I should also clarify that I don’t have a “basic, entry-level workload”. On the contrary, it sounds pretty similar to your own workload. Tasks & projects come and go throughout the week, and I try to knock them off as fast as they come in. I agree this does require flexibility. I also want to do more than just keep up. I’d like to look back at the end of each week and know that I accomplished a few things that were important to me. Anyway, this is an experiment, and I’ll see how it goes.
February 16, 2010 - 12:33 am
Possible to write this as a web-based form, like via google docs?
February 17, 2010 - 12:02 am
Craig – I think this could be easily imported into a tool like Google Docs or Zoho Docs. You’re welcome to do that. For myself, I’m trying to keep this non-electronic at the moment to avoid the temptation of fiddling with it instead of just using it.