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!
Do you work with virtual entrepreneurs, leaders or remote workers? Looking to support them with a ready-made self-development and planning toolkit?
I'm excited to belaunching the inaugural Facilitator Training for PlanDoTrack this July for professionals who want to incorporate the Workbook Planner as part of their work.
As a PDT Facilitator you can use the material in variety of settings. You might:
Not familiar yet with the PlanDoTrack resource? Check out one of the many calls I have hosted since the start of the year about this planner and workbook.
I look forward to hearing from you regarding any questions you have about the July Facilitator Training program. Email me directly
Check out the PDT Facilitator Training Program which starts July 9th.
Jennifer Britton - Potentials Realized
PlanDoTrack is a workbook planner for virtual and remote entrepreneurs, leaders and teams
Check out the Weekly Planning Hack Facebook Live each week here.
Author of PlanDoTrack (2019), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013)
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.
Pick Up a Copy
Join us for the 21 For 21 Virtual Co-working Sprints - $21 US. Want to access the recordings and bonus worksheets? Join us at the Booster Pack $79 US early bird rate. Sign up at 21for21 Virtual Co-working - STAND OUT VIRTUALLY!
Stand Out Virtually - Incubator - Running an online, virtual or digital business and want to get the word out to organizations? Join us for the 8 week Stand Out Virtually Incubator. Next group starts April 2021. Build out your brand, offers and proposals.
Virtual Facilitation Essentials (8.5 CCEs)- Expand your toolkit for better remote and virtual conversations. This is a virtual train-the-trainer - 5 weeks: Fall 2021 programming starts in October $495 US Learn more and register.
Coaches! Register for the 60 Day Coaching Business Builder Accelerator. Join us for 60 Days support and ACTION for coaches wanting to grow their businesses. On-Demand Course.
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