| Step | Description |
| Gather all loose papers | |
| Process all notes | |
| Check all voice mail | |
| Review Email Inbox | Move each item to an action, waiting, or reference folder. |
| Review Email action box | Put next action reminder into system for each one, delete completed emails or move to waiting on or reference boxes as approriate. |
| Review Email waiting on box | Put waiting on reminder into system for each one, delete completed emails or move to reference box as approriate. |
| Review previous calendar | Transfer any missed actions to system |
| Purge agendas | |
| Review upcoming calendar | Capture actions about arrangements and preparations for any upcoming events |
| Empty your head | Put in writing any new projects, actions, waitingOn, references, and someday/maybes that are not yet in the system. |
| Review Projects list | Evaluate status of each project, goals, outcomes, one by one, ensuring that at least one next action exists for each.
Projects without Next Actions defined:
|
| Review Actions list | Mark off any completed actions, review for reminders of further actions to capture. |
| Review WaitingOn list | Mark off any returned items, and determine any further actions. |
| Review Lists | Review relevant lists for actionable items or projects. |
| Review Checklists | Review relevant Checklists for actionable items or projects. |
| Review Someday/Maybe List | Add new fun things, move any existing items into Projects if they are ready to go |
| Review support files | |
| Review Goals | Check off goals from this week. Define goals for upcoming week |
| Brainstorm | Get creative with any new projects or
someday/maybes that may further your values, visions, goals, or areas of responsibility. |