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The dynamics of these five stages need to be understood, and good techniques and tools implemented to facilitate their functioning at an optimal level. I have found it very helpful, if not essential, to separate these stages as I move through my day. There are times when I want only to collect input and not decide what to do with it yet. At other times I may just want to process my notes from a meeting. Or I may have just returned from a big trip and need to distribute and organize what I collected and processed on the road. Then there are times when I want to review the whole inventory of my work, or some portion of it. And obviously a lot of my time is spent merely doing something that I need to get done.

I have discovered that one of the major reasons many people haven't had a lot of success with "getting organized" is simply that they have tried to do all five phases at one time. Most, when they sit down to "make a list." are trying to collect the "most important things" in some order that reflects priorities and sequences, without setting out many (or any) real actions to take. But if you don't decide what needs to be done about your secretary's birthday, because it's "not that important" right now. that open loop will take up energy and prevent you from having a totally effective, clear focus on what is important.

Tin's chapter explains the five phases in detail. Chapters 4 through 8 provide a step-by-step program for implementing an airtight system for each phase, with lots of examples and best practices.

Collect

It's important to know what needs to be collected and how to collect it most effectively so you can process it appropriately. In order for your mind to let 20 of the lower-level task of tying to hang on to everything, you have to know that you have truly captured everything that might represent something you have to do, and that at some point in the near future you will process and review all of it.

Gathering 100 Percent of the "Incompletes"

In order to eliminate "holes in the bucket," you need to collect and gather together placeholders for or representations of all the things you consider incomplete in your world—that is, anything personal or professional, big or little, of urgent or minor importance, that you think ought to be different than it currently is and that you have any level of internal commitment to changing.

Many of the things you have to do are being collected^/* you as you read this. Mail is coming into your mailbox, memos are being routed to your in-basket, e-mail is being funneled into your computer, and messages are accumulating on your voice-mail. But at the same time, you've been "collecting" things in your environment and in your psyche that don't belong where they are, the way they are, for all eternity. Even though it may not be as obviously "in your face" as your e-mail, this "stuff' still requires some kind of resolution—a loop to be closed, something to be done. Strategy ideas loitering on a legal pad in a stack on your credenza, "dead" gadgets in your desk drawers that need to be fixed or thrown away, and out-of-date magazines on your coffee table all fall into this category of "stuff."

As soon as you attach a "should," "need to," or "ought to" to an item, it becomes an incomplete. Decisions you still need to make about whether or not you are going to do something, for example, are already incompletes. This includes all of your "I'm going to"s, where you've decided to do something but haven't started moving on it yet. And it certainly includes all pending and in-progress items, as well as those things on which you've done everything you're ever going to do except acknowledge that you're finished with them.

In order to manage this inventory of open loops appropriately, you need to capture it into "containers" that hold items in abeyance until you have a few moments to decide what they are and what, if anything, you're going to do about them. Then you must empty these containers regularly to ensure that they remain viable collection tools.

Basically, everything is already being collected, in the larger sense. If it's not being directly managed in a trusted external sys tern of yours, then it's resident somewhere in your psyche. The fact that you haven't put an item in your in-basket doesn't mean you haven't got it. But we're talking here about making sure that everything you need is collected somewhere other than in your head.

The Collection Tools

There are several types of tools, both low- and high-tech, that can-be used to collect your incompletes. The following can all serve as-versions of an in-basket, capturing self-generated input as well as information coming from outside:

• Physical in-basket

• Paper-based note-taking devices

• Electronic note-taking devices

• Voice-recording devices

• E-mail

The Physical In-Basket

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