3. What is a Task?
A specific Action that can be taken.
4. What is a Project?
A goal that will take more than one Task
to complete.
5. Horizontal vs Vertical Action Management
Project 1
<- Horizontal -> All the projects and actions you need to manage
Project 2 Project 3 Project 4
<-Vertical->
EachProject’stasks
7. Vertical Action Management (within a Project)
DOBOI
Defining Purpose and Principles
Outcome Visioning
Brainstorming
Organizing
Identifying Next Actions
8. Action Lists
You will need:
Next Actions List - sorted by date:
● Date, Task / Project Name, Task Note
Project Actions List - one for each Project:
● Task names, Task Note, Organized in a logical structure (hierarchy and
order)
9. Next Actions List
Thursday February 1st -> when you want to look at the task next
● Call Fred
● Deposit rent cheque
● Pick up juice from store
Friday February 2nd
● Vacuum Condo
● Set alarm to bring dog to vet
● Project: Real Estate
10. Project Actions List
Project: Real Estate -> a list for each project
● Look into insurance policy
● Follow up with Notary re: meeting to sign documents
● Confirm mortgage with bank
● Confirm with Realtor about getting keys
● Contact tenant
● Arrange details with strata company
● Register for property tax account with City
● Book movers
11. Summary
Task vs Project
Action Management: Horizontal vs Vertical
CPORD - Collect, Process, Organize, Review, Do
DOBOI - Defining Purpose and Principles, Outcome Visioning, Brainstorming,
Organizing, Identifying Next Actions
Next Actions List
Project Actions List