Planner
Overview
STEP 1: CAPTURE
STEP 2: CLARIFY
STEP 3: ORGANISE
STEP 4: ENGAGE
STEP 5: REFLECT
of Focus
PURPOSE & PRINCIPLES Why am I doing this?
VISION What would success look and feel like?
GOALS & OBJECTIVES What are the key goals and objectives to achieve the vision?
AREAS OF FOCUS What parts of myself do I need to manage or change?
PROJECTS Which outcomes do I want to achieve within a span of time?
ACTIONS What are the physical steps I need to take in order to move my projects?
List
PROJECT DETAILS: DUE DATE:
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Planner
START DATE: DUE DATE:
DESCRIPTION:
ACTION STEPS: DUE DATE:
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Tracker
PROJECT NAME:
NOTES:
TASK CALENDAR
SUN MON TUE WED THU FRI SAT
WEEK 1
WEEK 2
WEEK 3
WEEK 4
WEEK 5
WEEK 6
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TASK DETAILS: DELEGATED TO:
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List
DESCRIPTION TYPE CONTEXT
For…
PROJECT WHO WHAT DUE FOLLOW-UP DONE
or
WHAT WHERE WHEN
Action List
DONE PROJECT TASK CONTEXT PRIORITY DUE
( L, M. H )
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I’m Getting Done Today
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Sweep
BRAIN DUMP IT ALL DECIDE YOUR NEXT ACTION
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NEXT ACTION DUE DATE
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NEXT ACTION DUE DATE
Capture EVERYTHING as it enters your mind!
PROCESSED TASK IDEA / DREAM
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To Do
JANUARY FEBRUARY MARCH
APRIL MAY JUNE
JULY AUGUST SEPTEMBER
OCTOBER NOVEMBER DECEMBER
TO-DO LIST Planner
MONDAY TUESDAY WEDNESDAY
THURSDAY FRIDAY WEEKENDS
Planner
MEALS PRIORITIES EXERCISE / FITNESS
BREAKFAST
LUNCH
DINNER APPOINTMENTS
WORDS TO LIVE BY CLEAN THE HOUSE
TO-DO
NOTES THINGS TO BUY
Schedule
TODAYS DATE:
AM
AM
AM
AM
AM
AM
AM
AM
AM
AM
PM
PM
PM
PM
PM
PM
PM
PM
PM
PM
Tracker
TIME TASK PRIORITY DEADLINE ✓
:
Saturday Friday Thursday Wednesday Tuesday Monday Sunday
MORNING
Batching
AFTERNOON
MONTH / WEEK:
EVENING
Everything
FILED AS
TASK CONTEXT ACTIONABLE DEFERRED
REFERENCE
Action
PROJECT TASK PRIORITY CONTEXT DONE
and Review
@CONTEXT PROJECT: DUE:
TASK: NOTES:
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List
ID DESCRIPTION PRIORITY TARGET DATE STARTED DONE
List
TODAYS DATE:
✓ TASK ITEM DUE DATE
Points
DATE:
DATE TOPIC RESPONSE ✓
List
TODAYS DATE:
✓ PRIORITIES
Planner
MONTH:
SUN MON TUE WED THU FRI SAT
NOTES
Planner
WEEK:
SUNDAY MONDAY
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TUESDAY WEDNESDAY
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THURSDAY FRIDAY
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SATURDAY NOTES
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Planner
MONTH:
LIFE AREA GOALS
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List your most important tasks for the month
Planner
GOAL TITLE: BY WHEN?
GOAL STATEMENT:
MY VISION BOARD
Planner
MONTH / WEEK:
OVERVIEW / SCHEDULE TASKS
SUN
MON
TUES
WED
THU
FRI
SAT
Dump
DATE:
MIND DUMP Must Do
Should Do
Could Do
DATE:
Board
DATE:
DATE:
