As we step into year 3 of use of PlanDoTrack and Coaching Business Builder, I continue to hear from users of the workbook/planner what they enjoy using. Shaped by hundreds (if not thousands of) hours of planning and productivity work with teams, organizations and business owners, PDT and Coaching Business Builder are geared to provide you with time to focus and get traction, putting into practice “Daily Steps + Consistent Action = Momentum”
Here are six of the perennial favorites which get mentioned regularly from readers and the PlanDoTrack Facilitators:
Monthly Daily Planner - One of my personal favorites, the Monthly daily tracker provides a space for you to regularly review your daily steps towards key goals. There’s space for you to track movement in 11 key areas – pick some personal, pick some business, and track away. You’ll see this one in the title for this week’s post.
Content Tools especially the Daily Content Tracker – The Daily Content tracker provides you with space to note what you have added to your list. Use it to list what you have created and where you are sharing it.
Monthly Content Journal – One Line a Day. Another favorite of mine, I use this in two ways. The One Line a Day gives you space to note one line for every day of the month. I use one to note my key actions for the day and a second one to note one sentence around IDEAS I had. It’s great to go back to and look at over time.
Monthly Content Tracker – While you may not be creating content every day, it’s likely that you will be sharing it. The monthly content tracker can be used to help you create a link to it.
Metaview Annual Goals and Milestones – This page allows you to get a high level overview of all the goals you have ahead of you. Update it as you go, given that annual plans can shift and change, as we’ve seen in recent years.
The Month in Focus – This is an invaluable tool used as a planner and retrospective on your week. Use it on a weekly basis to track your key priorities, successes, enablers, derailers, lessons learned and what you will do or focus on next week.
Pick up a copy of either one of the Planners in digital format now at our Potentials Realized site. Note they are not available as a digital edition anywhere else (at least at the moment).
I’m adding onto these tried and tested resources during the 21 for 21 Co-working Series with some new resources including new 21 day trackers, as well as a couple new quarterly and weekly planning tools. Join us for the 21 day experience and follow along at your own pace at : https://jennifer-britton.xperiencify.io/21for21/
Let us know what your favorite tool or resource is – share it with us at the Facebook group or over at the Conversation Sparker Zone.
Let us know what your favorite tools are!
Jennifer Britton is the blogger behind the popular Teams365 blog, a daily,blog for team leaders and members since 2014. Her latest publication is the PlanDoTrack Workbook and Planner. Pick up a copy at Amazon.
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PlanDoTrack Facilitator Training Program (24 CCEs) - Starts again in October. Contact Jennifer to discuss.
Month-End/Quarterly Planning Session: Thursday September 30th - 8 -9 am ET