Tuesday, November 17, 2020

The Rise and Fall of Getting Things Done

In the early two-thousands, Merlin Mann, a Web designer and avowed Macintosh enthusiast, was working as a freelance project manager for software companies. He had held similar roles for years, so he knew the ins and outs of the job; he was surprised, therefore, to find that he was overwhelmed—not by the intellectual aspects of his work but by the many small administrative tasks, such as scheduling conference calls, that bubbled up from a turbulent stream of e-mail messages. “I was in this batting cage, deluged with information,” he told me recently. “I went to college. I was smart. Why was I having such a hard time?”

Mann wasn’t alone in his frustration. In the nineteen-nineties, the spread of e-mail had transformed knowledge work. With nearly all friction removed from professional communication, anyone could bother anyone else at any time. Many e-mails brought obligations: to answer a question, look into a lead, arrange a meeting, or provide feedback. Work lives that had once been sequential—two or three blocks of work, broken up by meetings and phone calls—became frantic, improvisational, and impossibly overloaded. “E-mail is a ball of uncertainty that represents anxiety,” Mann said, reflecting on this period.

In 2003, he came across a book that seemed to address his frustrations. It was titled “Getting Things Done: The Art of Stress-Free Productivity,” and, for Mann, it changed everything. The time-management system it described, called G.T.D., had been developed by David Allen, a consultant turned entrepreneur who lived in the crunchy mountain town of Ojai, California. Allen combined ideas from Zen Buddhism with the strict organizational techniques he’d honed while advising corporate clients. He proposed a theory about how our minds work: when we try to keep track of obligations in our heads, we create “open loops” that make us anxious. That anxiety, in turn, reduces our ability to think effectively. If we could avoid worrying about what we were supposed to be doing, we could focus more fully on what we were actually doing, achieving what Allen called a “mind like water.”

To maintain such a mind, one must deal with new obligations before they can become entrenched as open loops. G.T.D.’s solution is a multi-step system. It begins with what Allen describes as full capture: the idea is to maintain a set of in-boxes into which you can drop obligations as soon as they arise. One such in-box might be a physical tray on your desk; when you suddenly remember that you need to finish a task before an upcoming meeting, you can jot a reminder on a piece of paper, toss it in the tray, and, without breaking concentration, return to whatever it was you were doing. Throughout the day, you might add similar thoughts to other in-boxes, such as a list on your computer or a pocket notebook. But jotting down notes isn’t, in itself, enough to close the loops; your mind must trust that you will return to your in-boxes and process what’s inside them. Allen calls this final, crucial step regular review. During reviews, you transform your haphazard reminders into concrete “next actions,” then enter them onto a master list.

This list can now provide a motive force for your efforts. In his book, Allen recommends organizing the master list into contexts, such as @phone or @computer. Moving through the day, you can simply look at the tasks listed under your current context and execute them one after another. Allen uses the analogy of cranking widgets to describe this calmly mechanical approach to work. It’s a rigorous system for the generation of serenity.

To someone with Mann’s engineering sensibility, the precision of G.T.D. was appealing, and the method itself seemed ripe for optimization. In September, 2004, Mann started a blog called 43 Folders—a reference to an organizational hack, the “tickler file,” described in Allen’s book. In an introductory post, Mann wrote, “Believe me, if you keep finding that the water of your life has somehow run onto the floor, GTD may be just the drinking glass you need to get things back together.” He published nine posts about G.T.D. during the blog’s first month. The discussion was often highly technical: in one post, he proposed the creation of a unified XML format for G.T.D. data, which would allow different apps to display the same tasks in multiple formats, including “graphical map, outline, RDF, structured text.” He told me that the writer Cory Doctorow linked to an early 43 Folders post on Doctorow’s popular nerd-culture site, Boing Boing. Traffic surged. Mann soon announced that, in just thirty days, 43 Folders had received over a hundred and fifty thousand unique visitors. (“That’s just nuts,” he wrote.) The site became so popular that Mann quit his job to work on it full time. As his influence grew, he popularized a new term for the genre that he was helping to create: “productivity pr0n,” an adaptation of the “leet speak,” or geek lingo, word for pornography. The hunger for this pr0n, he noticed, was insatiable. People were desperate to tinker with their productivity systems.

What Mann and his fellow-enthusiasts were doing felt perfectly natural: they were trying to be more productive in a knowledge-work environment that seemed increasingly frenetic and harder to control. What they didn’t realize was that they were reacting to a profound shift in the workplace that had gone largely unnoticed.

Before there was “personal productivity,” there was just productivity: a measure of how much a worker could produce in a fixed interval of time. At the turn of the twentieth century, Frederick Taylor and his acolytes had studied the physical movements of factory workers, looking for places to save time and reduce costs. It wasn’t immediately obvious how this industrial concept of productivity might be adapted from the assembly line to the office. A major figure in this translation was Peter Drucker, the influential business scholar who is widely regarded as the creator of modern management theory.

Drucker was born in Austria in 1909. His parents, Adolph and Caroline, held evening salons that were attended by Friedrich Hayek and Joseph Schumpeter, among other economic luminaries. The intellectual energy of these salons seemed to inspire Drucker’s own productivity: he wrote thirty-nine books, the last shortly before his death, at the age of ninety-five. His career took off after the publication of his second book, “The Future of Industrial Man,” in 1942, when he was a thirty-three-year-old professor at Bennington College. The book asked how an “industrial society”—one unfolding within “the entirely new physical reality which Western man has created as his habitat since James Watt invented the steam engine”—might best be structured to respect human freedom and dignity. Arriving in the midst of an industrial world war, the book found a wide audience. After reading it, the management team at General Motors invited Drucker to spend two years studying the operations of what was then the world’s largest corporation. The 1946 book that resulted from that engagement, “Concept of the Corporation,” was one of the first to look seriously at how big organizations actually got work done. It laid the foundation for treating management as a subject that could be studied analytically.

In the nineteen-fifties, the American economy began to move from manual labor toward cognitive work. Drucker helped business leaders understand this transformation. In his 1959 book, “Landmarks of Tomorrow,” he coined the term “knowledge work,” and argued that autonomy would be the central feature of the new corporate world. Drucker predicted that corporate profits would depend on mental effort, and that each individual knowledge worker, possessing skills too specialized to be broken down into “repetitive, simple, mechanical motions” choreographed from above, would need to decide how to “apply his knowledge as a professional” and monitor his own productivity. “The knowledge worker cannot be supervised closely or in detail,” Drucker wrote, in “The Effective Executive,” from 1967. “He must direct himself.”

Drucker’s emphasis on the autonomy of knowledge workers made sense, as there was no obvious way to deconstruct the efforts required by newly important mid-century jobs—like corporate research and development or advertisement copywriting—into assembly-line-style sequences of optimized steps. But Drucker was also influenced by the politics of the Cold War. He viewed creativity and innovation as key to staying ahead of the Soviets. Citing the invention of the atomic bomb, he argued that scientific work of such complexity and ambiguity could not have been managed using the heavy-handed techniques of the industrial age, which he likened to the centralized planning of the Soviet economy. Future industries, he suggested, would need to operate in “local” and “decentralized” ways.

To support his emphasis on knowledge-worker autonomy, Drucker introduced the idea of management by objectives, a process in which managers focus on setting out clear targets, but the details of how they’re accomplished are left to individuals. This idea is both extremely consequential and rarely debated. It’s why the modern office worker is inundated with quantified quarterly goals and motivating mission statements, but receives almost no guidance on how to actually organize and manage these efforts. It was thus largely owing to Drucker that, in 2004, when Merlin Mann found himself overwhelmed by his work, he took it for granted that the solution to his woes would be found in the optimization of his personal habits.

As the popularity of 43 Folders grew, so did Mann’s influence in the online productivity world. One breakthrough from this period was a novel organizational device that he called “the hipster PDA.” Pre-smartphone handheld devices, such as the Palm Pilot, were often described as “personal digital assistants”; the hipster P.D.A. was proudly analog. The instructions for making one were aggressively simple: “1. Get a bunch of 3x5 inch index cards. 2. Clip them together with a binder clip. 3. There is no step 3.” The “device,” Mann suggested, was ideal for implementing G.T.D.: the top index card could serve as an in-box, where tasks could be jotted down for subsequent processing, while colored cards in the stack could act as dividers to organize tasks by project or context. A 2005 article in the Globe and Mail noted that Ian Capstick, a press secretary for Canada’s New Democratic Party, wielded a hipster P.D.A. in place of a BlackBerry.

Just as G.T.D. was achieving widespread popularity, however, Mann’s zeal for his own practice began to fade. An inflection point in his writing came in 2007, soon after he gave a G.T.D.-inspired speech about e-mail management to an overflow audience at Google’s Mountain View headquarters. Building on the classic productivity idea that an office worker shouldn’t touch the same piece of paper more than once, Mann outlined a new method for rapidly processing e-mails. In this system, you would read each e-mail only once, then select from a limited set of options—delete it, respond to it, defer it (by moving it into a folder of messages requiring long responses), delegate it, or “do” it (by extracting and executing the activity at its core, or capturing it for later attention in a system like G.T.D.). The goal was to apply these rules mechanically until your digital message pile was empty. Mann called his strategy Inbox Zero. After Google uploaded a video of his talk to YouTube, the term entered the vernacular. Editors began inquiring about book deals.

Not long afterward, Mann posted a self-reflective essay on 43 Folders, in which he revealed a growing dissatisfaction with the world of personal productivity. Productivity pr0n, he suggested, was becoming a bewildering, complexifying end in itself—list-making as a “cargo cult,” system-tweaking as an addiction. “On more than a few days, I wondered what, precisely, I was trying to accomplish,” he wrote. Part of the problem was the recursive quality of his work. Refining his productivity system so that he could blog more efficiently about productivity made him feel as if he were being “tossed around by a menacing Rube Goldberg device” of his own design; at times, he said, “I thought I might be losing my mind.” He also wondered whether, on a substantive level, the approach that he’d been following was really capable of addressing his frustrations. It seemed to him that it was possible to implement many G.T.D.-inflected life hacks without feeling “more competent, stable, and alive.” He cleaned house, deleting posts. A new “About” page explained that 43 Folders was no longer a productivity blog but a “website about finding the time and attention to do your best creative work.”

Mann’s posting slowed. In 2011, after a couple years of desultory writing, he published a valedictory essay titled “Cranking”—a rumination on an illness of his father’s, and a description of his own struggle to write a book about Inbox Zero after becoming disenchanted with personal productivity as a concept. “I’d type and type. I’d crank and I’d crank,” he recounted. “I’m done cranking. And, I’m ready to make a change.” After noting that his editor would likely cancel his book contract, he concluded with a bittersweet sign-off: “Thanks for listening, nerds.” There have been no posts on the site for the past nine years.

Even after the loss of one of its leaders, the productivity pr0n movement continued to thrive because the overload culture that had inspired it continued to worsen. G.T.D. was joined by numerous other attempts to tame excessive work obligations, from the bullet-journal method, to the explosion in smartphone-based productivity apps, to my own contribution to the movement, a call to emphasize “deep” work over “shallow.” But none of these responses solved the underlying problem.

The knowledge sector’s insistence that productivity is a personal issue seems to have created a so-called “tragedy of the commons” scenario, in which individuals making reasonable decisions for themselves insure a negative group outcome. An office worker’s life is dramatically easier, in the moment, if she can send messages that demand immediate responses from her colleagues, or disseminate requests and tasks to others in an ad-hoc manner. But the cumulative effect of such constant, unstructured communication is cognitively harmful: on the receiving end, the deluge of information and demands makes work unmanageable. There’s little that any one individual can do to fix the problem. A worker might send fewer e-mail requests to others, and become more structured about her work, but she’ll still receive requests from everyone else; meanwhile, if she decides to decrease the amount of time that she spends engaging with this harried digital din, she slows down other people’s work, creating frustration.

In this context, the shortcomings of personal-productivity systems like G.T.D. become clear. They don’t directly address the fundamental problem: the insidiously haphazard way that work unfolds at the organizational level. They only help individuals cope with its effects. A highly optimized implementation of G.T.D. might have helped Mann organize the hundreds of tasks that arrived haphazardly in his in-box daily, but it could do nothing to reduce the quantity of these requests.

There are ways to fix the destructive effects of overload culture, but such solutions would have to begin with a reĆ«valuation of Peter Drucker’s insistence on knowledge-worker autonomy. Productivity, we must recognize, can never be entirely personal. It must be connected to a system that we can study, analyze, and improve.

One of the few academics who has seriously explored knowledge-work productivity in recent years is Tom Davenport, a professor of information technology and management at Babson College. Many organizations claim to be interested in productivity, he told me, but they almost always pursue it by introducing new technology tools—spreadsheets, network applications, Web-based collaboration software—in piecemeal fashion. The general belief is that knowledge workers will never stand for intrusions into the autonomy they’ve come to expect. The idea of large-scale interventions that might replace the mess of unstructured messaging with a more structured set of procedures is rarely considered.

Although Davenport’s 2005 book, “Thinking for a Living,” attempted to offer concrete advice about how knowledge-worker productivity might be improved, in many places his advice is constrained by the assumed inviolability of autonomy. In one chapter, for example, he explores the possibility of routinizing or constraining the tasks of “transaction” workers, who perform similar duties over and over, by using a diagram to communicate an optimal sequence of actions. He adds, however, that such routinization simply won’t appeal to “expert” workers, who he says are unlikely to pay attention to elaborate flowcharts suggesting when they should collaborate and when they should leave each other alone. In the end, “Thinking for a Living” failed to find an audience. “It was one of my worst-selling books,” Davenport said. He soon shifted his attention to more popular topics, such as big data and artificial intelligence.



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