Consistent processes for starting and completing knowledge work
Core Idea: Project Checklists provide standardized procedures for starting and completing projects, ensuring knowledge is recycled and leveraged across your workflow.
Key Elements
Purpose
- Create feedback loops that recycle knowledge between projects
- Ensure consistent quality and approach to work
- Reduce cognitive load at critical project transitions
- Capture and preserve valuable intermediate work
Project Kickoff Checklist
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Capture current thinking
- Document initial ideas and opinions
- Answer key questions:
- What do I already know?
- What do I need to find out?
- What is my goal or intention?
- Who can provide insights?
- What resources might be helpful?
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Review relevant folders
- Browse existing folders for related information
- Look for templates, outlines, and previous project materials
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Search across all notes
- Perform searches for related terms
- Find ideas that might be buried in unexpected places
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Organize relevant notes
- Move or tag useful notes to the project folder
- Create a central collection point for project materials
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Create project outline
- Develop an Archipelago of Ideas for the project
- Form a logical progression of steps
Project Completion Checklist
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Update task systems
- Mark project as complete in task manager
- Update project status across platforms
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Document accomplishments
- Cross out completed goals
- Move to "Completed" section
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Review and redistribute materials
- Identify reusable Intermediate Packets
- Move valuable materials to appropriate folders
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Archive project
- Move project to archives across all platforms
- Ensure materials remain accessible but not distracting
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Create status note (if incomplete)
- Document current status for inactive projects
- Create a Hemingway Bridge for future resumption
Applications
- Knowledge work of all types
- Creative projects
- Research initiatives
- Product development
- Professional services
Additional Connections
- Broader Context: PARA Method (organizational system for projects)
- Applications: Weekly Review (complementary maintenance routine)
- See Also: Noticing Habits (supports ongoing project improvements)
References
- Forte, Tiago. "Building a Second Brain"
#productivity #project-management #workflows #knowledge-management
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