2002-01-03: GTD – Quarterly reviews

The quarterly review helps keep priorities aligned with goals. The list below is a snapshot of one of my quarterly reviews from early 2015.


These serve one or more of my life goals. Whenever I undertake a specific project (or one-time activity) it should be possible to relate it to one or more of these goals. Most of these Project Goals don’t have a definite end-state (and so technically aren’t projects); simply finding ways to work toward them is the goal. Ideally, every project or other activity supports one of these goals. (Note that these are in alphabetical order, not priority.)

Create: Creative activities in various media (such as writing, software, artwork) can leave a “footprint in the sands of time”. Acts of creation support the life goal of maintaining a sound mind. Ideally, the results of these creative acts support the life goal of influencing others.

Castle Knob: Castle Knob is a way to organize my creative endeavors, and supports my life goal to influence others. It would be nice to hand it on to someone else.

Effective Processes: A lot of life is just doing the day-to-day stuff we need to do, in the limited time and with the limited resources available to us. Effective processes and procedures help minimize the time and effort required for the mundane stuff, leaving more time and energy for the more interesting or challenging stuff. The goal of improving processes and procedures directly supports the Work/Life goal, and also leaves more time and energy for the other life goals.

Finances: Income from work and saving for future needs is necessary; managing money can make it more valuable, and move the possibility of retirement closer.

Fitness: Regular exercise in a variety of forms supports the life goal of maintaining a sound body.

Fun: Everyone should enjoy a reasonable amount of fun, supporting the life goal of enjoying life.

Habits: Good is better than Bad, for a sound mind and body. Monitor the bad to discourage them, and actively pursue development of good habits.

Health: Health depends on expert knowledge and assistance, supporting the life goal of a sound mind and body.

Household: A household (including house, yard, car, furnishings, appliances, and occupants) should operate smoothly, at reasonable cost and effort, supporting the life goal of maintaining a work/life balance.

Memetics: Understanding the working of memes should be able to promote a better social fabric, to everyone’s benefit (except for sociopaths). Making this understanding explicit and accessible to a broad audience supports the life goal of having a good influence on others.

Mental Challenges: Meeting mental challenges (e.g., learning a new skill, solving puzzles) is a part of keeping the mind sharp.

Relationships: Happiness comes from having good relationships with relatives, friends, casual acquaintances, and others. Creating and maintaining good relationships supports the life goals of influencing others, maintaining a good work/life balance, and enjoying life.

Work: Until retirement is possible, work is the primary source of income to support all other activities.

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