Before GTD came into my life, there were some seriously daunting projects that I was so fearful of that I couldn’t start. It was a “where do you start, oh, you’ll never get it done…oh, it’s too much….” feeling.
Most of the time, GTD talks about next actions–what is the next thing that you’re doing, not EVERYTHING.
Below is an example of 10-14 hours of work, put down into simple chunks.
The Goal: To have a streamlined, uniform, scripted process for taking 1003 information from customers, and making it the best possible application; we want it to take 15-20 minutes at the most, collect all of the info we need…and set expectations for the customer.
Tasks:
- Get an exhaustive list of stuff we want to collect.
- Borrower Info (kids, where they live. contact info)
- Res. History
- Work History
- Assets
- Income; get specific.
- Dealbreaker Questions (have you been self employed, how long have you been on title, how much do you weigh)
- FORD questions (family occupation rec. dreams
- Other Mackay 88 questions as they come up.
- Borrower Info (kids, where they live. contact info)
- Get a “minimum” /starter list of stuff we want to collect for prequals.
- Dealing with online aps: upgrading them to meet our standards.
- Organize it in the order we want to collect it (prequal/then full ap)
- Script it in the way we want to say it, in the order we want to say it.
Related posts (computer generated):
- Slow Down the Beginning to Speed Up the Ending… So I’m about 60% of the way through...
- GTD and Lists Again. I have an increasing amount of things to...
- GTD and Ubiquitous Capture After a Hiatus that I used to retool...
