Unleashing the Power of Your Planner

1. Unleashing the Power of Your Planner

2. 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

3. Floating Paper

4. (The “Core Four”) • 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

5. Unleashing the Power of Your Planner Information should be retrieved w/n 10 seconds-do you have a spot to capture & track data?

6. Planning 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).

8. monthly

9. Monthly Task list

10. Daily