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