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