Build the first reliable version
Work through each module until the system is clear, repeatable, and easy to review. The goal is a reliable first version, not a bloated one.
Desk layout
Set up Desk layout so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Desk layout and the condition that counts as complete.
- Choose the single place where Desk layout is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Desk layout can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new desk layout item.
- An operator can tell whether desk layout is healthy without guessing.
Meeting-ready audio
Set up Meeting-ready audio so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Meeting-ready audio and the condition that counts as complete.
- Choose the single place where Meeting-ready audio is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Meeting-ready audio can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new meeting-ready audio item.
- An operator can tell whether meeting-ready audio is healthy without guessing.
Focus block setup
Set up Focus block setup so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Focus block setup and the condition that counts as complete.
- Choose the single place where Focus block setup is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Focus block setup can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new focus block setup item.
- An operator can tell whether focus block setup is healthy without guessing.
Cable cleanup
Set up Cable cleanup so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Cable cleanup and the condition that counts as complete.
- Choose the single place where Cable cleanup is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Cable cleanup can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new cable cleanup item.
- An operator can tell whether cable cleanup is healthy without guessing.
Daily shutdown routine
Set up Daily shutdown routine so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Daily shutdown routine and the condition that counts as complete.
- Choose the single place where Daily shutdown routine is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Daily shutdown routine can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new daily shutdown routine item.
- An operator can tell whether daily shutdown routine is healthy without guessing.
Budget upgrade list
Set up Budget upgrade list so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Budget upgrade list and the condition that counts as complete.
- Choose the single place where Budget upgrade list is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Budget upgrade list can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new budget upgrade list item.
- An operator can tell whether budget upgrade list is healthy without guessing.
Weekly reset
Set up Weekly reset so the next action is obvious, the owner can see what happened quickly, and nothing important lives only in someone's memory.
Build
- Define the trigger that starts Weekly reset and the condition that counts as complete.
- Choose the single place where Weekly reset is recorded, checked, and handed off.
- Write the default message, rule, or operating step that should happen every time.
- Name the owner and the review rhythm before adding any extra automation.
Review
- Weekly reset can be reviewed in under two minutes without opening five different tools.
- There is one obvious next step for every new weekly reset item.
- An operator can tell whether weekly reset is healthy without guessing.