references/review_cadence_design.md
6.3 KB查看源码Designing a Review Cadence That Survives Contact With Real Weeks#
Choosing the right horizon for each review, anchoring the habit so it fires without motivation, timeboxing so it keeps firing, and restarting after the inevitable lapse.
Match the review to the horizon#
GTD's "horizons of focus" model assigns different altitudes to different cadences. The mistake to avoid is asking one review to do every altitude's job:
| Horizon | Cadence | What gets reviewed | What it is NOT |
|---|---|---|---|
| Ground — next actions & calendar | Daily (minutes) | What's next right now; today's hard landscape | Not a system audit |
| Projects & waiting-for | Weekly (60-90 min) | Every list, both calendars, every project's next action | Not goal-setting |
| Areas of responsibility | Monthly-ish | Are whole areas (health, finances, team) getting neglected? | Not task triage |
| Goals, vision, purpose | Quarterly / yearly | Direction: right projects at all? | Not maintenance |
The weekly review is the load-bearing middle: frequent enough that loops can't rot, high enough to see project drift the daily view can't. Skipping it and hoping the daily check compensates is the most common cadence failure — daily views show tasks, and a system can be current on tasks while five projects silently stall.
Anchor the habit; don't schedule the intention#
Habit research is unambiguous that repetition after a stable cue — not motivation, not importance — is what makes a behavior automatic. Applied to the review:
- Fogg's recipe: After I [existing anchor], I will [first tiny step]. "After Friday's last meeting ends, I open the review checklist" beats "do weekly review Friday" — the anchor is an event that already happens, and the committed behavior is deliberately tiny (open the checklist, not finish the review). Momentum does the rest; celebration seals it.
- Clear's environment framing: make it obvious (recurring calendar block with the checklist linked), easy (everything in one place — this skill's scripts and checklist), and satisfying (the COMPLETE verdict and health score are the visible reward). Habit formation takes weeks to months of repetition — expect the review to feel effortful for the first dozen iterations.
- Protect the block like a meeting with someone important, because it is: it's the meeting where you renegotiate every commitment you've made with yourself.
Timebox it — the review must be cheap enough to repeat#
A review that costs three hours will be skipped the first busy week, and skipped once is the beginning of lapsed. Working discipline:
- Target 60-90 minutes; hard-stop at two. At the stop, gate what's done honestly (INCOMPLETE is information, not failure), schedule the remainder, leave.
- Process, don't do. The two-minute rule is the only execution allowed. Everything else becomes a next action. Reviews balloon when they silently turn into work sessions.
- Let the scripts carry the clerical weight. Scanning for loops and computing portfolio health are mechanical; spend the human minutes on decisions (chase or drop? activate or kill?).
Failure modes#
- The guilt ritual. The review becomes a weekly confrontation with everything undone, feels bad, and gets avoided. Countermeasures: the someday/maybe list exists precisely so ambitions can be parked without shame; the commitment auditor names SOMEDAY-CANDIDATEs so parking is a normal verdict, not an admission of defeat.
- The marathon. Usually caused by processing debt (inboxes untouched all week) or by doing work mid-review. Fix the input side (a 10-minute daily sweep keeps inboxes shallow) and enforce process-don't-do.
- The skimmed review. All boxes ticked in fifteen minutes, no calendar swept, no project touched. Worse than skipping, because it stamps stale lists as fresh. This is exactly what the gate's mandatory GET CURRENT rule exists to catch.
- The floating review. No anchor, so it happens "when there's time," which is never. Re-anchor to a fixed event and shrink the committed first step.
- Altitude creep. The weekly review turns into an existential goals session every week and becomes exhausting. Goals live at the quarterly horizon; the weekly review only has to make the system current.
Restarting after a lapse#
Everyone lapses. The restart protocol that preserves the habit:
- No back-processing marathon. Don't attempt to review the missed weeks; review now. Old loops are still in the system or will surface in the scan.
- Run a shorter pass. GET CLEAR + the five GET CURRENT steps; explicitly skip GET CREATIVE with a reason if energy is short. An honest 80% INCOMPLETE beats a fantasized 100%.
- Zero self-punishment. Missing-then-restarting is what successful habit maintenance actually looks like in the data; a single missed instance measurably does not derail formation — quitting in response to missing does.
- Re-anchor before re-ambitioning. Fix the cue and shrink the step; don't respond to a lapse by designing a grander review.
Sources#
- David Allen, Getting Things Done (Penguin, revised edition 2015) — horizons of focus; the weekly review's altitude; the two-minute rule.
- BJ Fogg, Tiny Habits: The Small Changes That Change Everything (Houghton Mifflin Harcourt, 2020) — anchor → tiny behavior → celebration; behavior = motivation × ability × prompt.
- James Clear, Atomic Habits (Avery, 2018) — cue/craving/response/reward; make it obvious, easy, satisfying; "never miss twice."
- Phillippa Lally et al., "How Are Habits Formed: Modelling Habit Formation in the Real World," European Journal of Social Psychology 40(6), 2010 — automaticity takes ~18-254 days; a single missed repetition does not materially harm formation.
- Cal Newport, Deep Work (Grand Central, 2016) and weekly/quarterly-planning essays at calnewport.com — multi-scale planning; the shutdown ritual as daily loop-closing.
- Tiago Forte, "The Weekly Review Is an Operating System" (fortelabs.com) — the review as routing and maintenance, and why doing work inside it kills it.
- GTD® methodology guides, gettingthingsdone.com (David Allen Company) — official guidance on scheduling, protecting, and recovering the Weekly Review®.
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