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How Do You Manage Projects Vs. Detailed To Do's On Your Board System?


Chapters

0:0 Cal's intro
0:12 Cal reads a question about managing projects
0:54 Cal uses Trello
1:34 Cal explains different types of projects
1:42 Where Cal disagrees with #DavidAllen
3:41 Cal doesn't have a 1 to 1 corresponding column to project list
4:58 Intuitively figuring out certain projects at Quarterly Plan level

Whisper Transcript | Transcript Only Page

00:00:00.000 | [MUSIC]
00:00:04.240 | All right, let's do a question here from Gabriel.
00:00:06.240 | Gabriel asks,
00:00:08.720 | how do you manage projects versus detailed to-dos on your
00:00:14.680 | board system?
00:00:15.600 | And there's a useful elaboration here because this is an important,
00:00:20.320 | but subtle issue. So Gabriel says,
00:00:22.600 | I've been using a Trello type system to organize projects,
00:00:26.560 | which has been helpful to visualize their different statuses.
00:00:29.540 | Then it helps me to choose priorities for a given quarter. However,
00:00:32.000 | as I've been catching up on your podcast,
00:00:33.640 | I've also recognized the value of a Trello type treatment of your to-dos to give
00:00:38.240 | clarity to them.
00:00:39.080 | Do you have separate boards for these two tasks with different magnitudes or how
00:00:43.520 | do you keep track of the status of any project or store them for later focus for
00:00:47.660 | a given quarter? Yeah, it's a good question, Gabriel.
00:00:51.020 | So I use my Trello boards for tasks.
00:00:53.160 | I will occasionally have a column on a relevant Trello board for a project.
00:00:59.580 | So here is a project I'm working on. That's going to generate a lot of tasks.
00:01:03.940 | I will give it its own column so that the tasks relevant to that project are
00:01:09.140 | in that column. So that's, that's somewhat common.
00:01:11.980 | I don't do this for every project though. Some projects,
00:01:16.140 | I know they're ongoing because I have them in my quarterly plan.
00:01:20.860 | And when I build my weekly plan,
00:01:23.100 | I see that and just figure out when and how am I going to make progress on that
00:01:27.260 | project during the current week.
00:01:29.780 | So where this becomes relevant is there are certain projects that are not
00:01:34.100 | fruitfully divided into tasks.
00:01:36.260 | This is one of my points of minor respectful disagreement with David
00:01:42.100 | Allen. I think in David Allen system, everything goes down to cranking widgets.
00:01:45.780 | Everything goes down to a next action that you can just execute.
00:01:49.060 | And he has this mind like water dream where you're just mindlessly executing
00:01:52.620 | these very clearly specified 60 second tasks. And in the end,
00:01:55.640 | you look up and say, huh, there's like a really nice New Yorker piece in a new
00:01:59.500 | book. The problem is,
00:02:01.780 | this is not actually how a lot of type of particularly demanding cognitive work
00:02:06.340 | happens. You can't take a book and break it down into 60 second next actions.
00:02:10.860 | You can't take a hard article and break it down in the 60 second next actions.
00:02:14.020 | There's often a, a mini steps, let's say that's just
00:02:17.820 | ambiguously speaking,
00:02:20.460 | think really hard on this and see if you can make progress.
00:02:24.620 | Like how do I crack this article? I don't know.
00:02:26.640 | I need to think about it a lot and read stuff and just try to figure it out.
00:02:29.440 | How do I get this chapter written?
00:02:32.040 | It's going to take me just hours and hours of writing. I mean,
00:02:34.480 | do I put it in a task?
00:02:35.640 | I can't put write 10,000 words on a task because it can take five different
00:02:39.360 | sessions. Do I have like put session number one as a task? I guess,
00:02:42.800 | like break it down into different tasks for different writing sessions.
00:02:47.120 | I guess I could do that, but it doesn't seem congruent.
00:02:50.360 | It seems like not a good fit. And so for this type of demanding cognitive work,
00:02:53.420 | I've realized it's better to just have in your quarterly plan,
00:02:56.760 | I'm working on a book and in this quarter, I want to finish two chapters.
00:03:01.600 | And you see that when you're building your weekly plan,
00:03:04.460 | you're looking at your week ahead and said, okay,
00:03:05.960 | I'm going to really go for it this week.
00:03:07.880 | I'm going to really try to get a draft of this chapter done this week.
00:03:10.200 | So I'm going to go on my calendar right now,
00:03:11.800 | maybe and I'm going to take the first three hours of Monday, Tuesday,
00:03:14.840 | Wednesday, Thursday, Friday, I just cleared the decks, no meetings,
00:03:17.520 | go right to the writing shed and write. And, and it's whatever, 10 hours,
00:03:22.820 | 15 hours worth of writing. Let's just see if that works.
00:03:25.360 | And if I can make progress on it, there's no real task intermediary here.
00:03:30.240 | It's me seeing, I have this hard project,
00:03:32.640 | knowing there's something hard to need to do looking at my week,
00:03:35.560 | reconfiguring my week. So I can do that type of have time for that type of hard
00:03:39.260 | thing.
00:03:40.100 | So this is why I do not have a one-to-one correspondence between my projects and
00:03:45.440 | columns on my Trello board. Some very tasky oriented projects. Yes, absolutely.
00:03:51.120 | You know, if we're doing admissions for grad students,
00:03:54.380 | I'm the director of graduate studies. Yeah.
00:03:56.100 | There's 15 things that have to happen.
00:03:58.700 | I need a place to keep track of all the information for each of these things.
00:04:01.660 | And I got to keep track of who's working on what,
00:04:03.740 | and I'm going to have a whole list of tasks.
00:04:05.260 | I'm also going to have another column that is waiting to hear back from,
00:04:07.980 | so I can keep track of,
00:04:09.740 | I'm waiting to hear back from the registrar's office about this and a whole
00:04:12.540 | column for the meetings I have every week with the graduate coordinator.
00:04:15.960 | So I can keep track of here's the five things I need to talk about the next
00:04:18.400 | meeting. It's perfect for that.
00:04:19.820 | My task board has very little to do with my books.
00:04:22.460 | It has very little to do sometimes with working on articles as very little to do
00:04:25.700 | with trying to solve a math proof.
00:04:27.140 | I go straight from my quarterly plan right to my weekly plan.
00:04:31.020 | And that influences my daily plan. No task board is involved.
00:04:34.620 | The final piece of your question, Gabriel's,
00:04:36.660 | how do you keep track of potential projects?
00:04:39.040 | I don't know that I really do that much. Like to me, that's not the hard thing.
00:04:43.420 | It's usually pretty clear. You know, you're doing a quarterly plan. Like what's,
00:04:47.460 | what's the, what am I working on for the next three or four months?
00:04:50.320 | I don't really need a list of things that I could be working on. I mean,
00:04:53.920 | at this level, at the David Allen, 30,000 foot level,
00:04:56.480 | you know what you're all about. You pretty much intuitively can figure out.
00:05:00.920 | I think I need to do a book proposal. I'm making progress on a book.
00:05:05.560 | I'm working on this academic new field or something like this.
00:05:08.520 | I don't need a list of potential projects.
00:05:10.320 | Not when I'm at the scale of what do I want to do this fall?
00:05:14.240 | This is more about reflecting on my career in general,
00:05:17.020 | my vision for my career, where I am, what's been going well,
00:05:19.420 | what's been going bad. I'm not going to have any trouble saying,
00:05:21.180 | here's the big rocks I'm going to try to put into the schedule.
00:05:23.420 | So I don't keep track of list of projects. One day,
00:05:26.120 | maybe projects at the scale of really big swing things.
00:05:29.100 | You're going to come up with good ideas. That's not the hard part.
00:05:33.020 | The hard part is when you actually have to start executing.
00:05:35.680 | [inaudible].
00:05:41.680 | [MUSIC]