Skip to main content

Stay updated on all areas of tax filings and business processes affected by COVID-19.  Learn More.

Getting Things Done

If you’re like me you’re always trying to find the perfect system for your office and home life. Disorganized efforts lead to poor results, and I’m constantly on the lookout for new ways to streamline and optimize my life. 

One resource I keep coming back to, however, is David Allen’s “Getting Things Done” method. GTD was first described in the book of the same name, all the way back in 2001.  

But unlike other organizational systems, David Allen has kept his method up to date. He even rewrote the book in 2015. This edition reflects how technology has impacted GTD since 2001. 

I’ve also been listening to the GTD podcasts and tying what I learn into our practice management software. Our software has great client task lists and tracking, and the GTD method we’ve begun to implement has us doing daily and weekly reviews. It’s forcing us to be accountable, and more efficient.  

We all have tools that we already use, whether it’s organized or not. One sign that GTD is beginning to work for me is that I’ve been able to significantly clean up my “inboxes.” As I progress with my use of GTD, I will update you. The next related book on my list is Jocelyn Glei’s “Unsubscribe,” which should help out, specifically with email. I highly recommend it and “Getting Things Done” to anyone who needs to streamline and systemize their office process.