ASSUMING THAT YOU have collected everything that has your attention, your job now is to actually get to the bottom of "in." Getting "in" to empty doesn't mean actually
When you've finished processing "in," you will have
1. trashed what you don't need;
2. completed any less-than-two-minute actions;
3. handed off to others anything that can be delegated;
4. sorted into your own organizing system reminders of actions that require more than two minutes; and
5. identified any larger commitments (projects) you now have, based on the input.
To get an overview of this process, you may find it useful here to refer to the Workflow Diagram on page 120. The center column illustrates all the steps involved in processing and deciding your next actions.
This chapter focuses on the components in the diagram's center column, the steps from "in" to next action. You'll immediately see the natural organization that results from following this process for each of your open loops. For instance, if you pick up something from "in" and realize, "I've got to call Andrea about that, but I've got to do it on Monday, when she's in her office," then you'll defer that action immediately and enter it into your calendar for Monday.
I recommend that you read through this chapter and the next one, on organizing your actions, before you actually start processing what you've collected in "in." It may save you some steps. When I coach clients through this process, it invariably becomes a dance back and forth between the simple decision-making stage of
Many of my coaching clients, for example, are eager to get set up personally on a PDA organizer that will synchronize with Microsoft Outlook, which their company is using for e-mail and scheduling. The first thing we have to do (after we've collected the in-basket) is make sure all their hardware and software are working. Then we clean up (print out and erase, usually) everything they have previously tried to organize in their Outlook task lists and put it all into "in." Then we establish some working categories such as "Calls," "Errands," "Agendas," "At Computer," and so on. As we begin to process the in-basket, the client can go immediately to his computer and type his action steps directly into the system he will ultimately depend on.
If you're not sure yet what you're going to be using as a personal reminder system, don't worry. You can begin very appropriately with the low-tech initial process of notes on pieces of paper. You can always upgrade your tools later, once you have your system in place.
The best way to learn this model is by doing. But there are a few basic rules to follow:
• Process the top item first.
• Process one item at a time.
• Never put anything back into "in."
Top Item First
Even if the second item down is a personal note to you from the president of your country, and the top item is a piece of junk mail, you've got to process the junk mail first! That's an exaggeration to make a point, but the principle is an important one: everything gets processed equally. The verb "process" does not mean "spend time on." It just means "decide what the thing is and what action is required, and then dispatch it accordingly." You're going to get to the bottom of the basket as soon as you can anyway, and you don't want to avoid dealing with
Process does not mean "spend time on."
Most people get to their in-basket or their e-mail and look for the most urgent, most fun, or most interesting stuff to deal with first."Emergency scanning" is fine and necessary sometimes (I do it, too). Maybe you've just come back from an off-site meeting and have to be on a long conference call in fifteen minutes. So you check to make sure there are no land mines about to explode and to see if your client has e-mailed you back OK'ing the big proposal.
But that's not processing your in-basket; it's emergency scanning. When you're in processing mode, you must get into the habit of starting at one end and just cranking through items one at a time, in order. As soon as you break that rule, and process only what you
LIFO or FIFO?