Unleashing the Power of Your Planner
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Transcript of Unleashing the Power of Your Planner
Unleashing the Power of Your Planner
Objectives for using a Planner
• Explain why Floating Paper is dangerous• Explain the Priority Triangle– Must do-should do-nice to do
• Identify the Core Four– Tasks
– Appointments
– Notes
– Contacts
Floating Paper
– Tasks• Daily• Future
– Record on back of Monthly Calendar.
– Appointments• Daily
• Future– Record on back of Monthly Calendar for that month & transfer it to the
Appointment Schedule once reviewing for that month
– Notes• File?
– Contacts
(The “Core Four”)
Unleashing the Power of Your Planner
Information should be retrieved w/n 10 seconds-do you have a spot to capture & track data?
Long-Term Planning
– write down a specific goal
– break it down into achievable tasks
– commit to completing those tasks• Document on daily or month page
Weekly Planning• Review roles.• Choose big rocks.• Schedule the week.
Daily Prioritizing
– list and prioritize daily tasks by:• Check today’s appointments.
• Make a realistic task list.
• Prioritize (ABC, 123).
Planning
Monthly Task list
Daily
PRODUCTIVITY PYRAMID
Franklin Covey-Focus
Planning
Classifying activities into three priority levelsMust do
Should do Nice to do
Modelnetics
1. Things which matter most should never be at the mercy of things that matter least”
2. Focus on Importance vs. Urgency
3. Relationships before Schedules
4. Compass over Clock
4 steps to remember when scheduling
Objectives for using a Planner
• Explain why Floating Paper is dangerous• Explain the Priority Triangle– Must do-should do-nice to do
• Identify the Core Four– Tasks
– Appointments
– Notes
– Contacts