Figure out the level of the plan (annual, monthly, weekly, daily, other)
What are the levels you are planning at?
Do you have a running task list? On multiple post-its or lists or walls or boards?
What would it be like to have them consolidated in one place?
Having all you tasks under one umbrella can help you as you go to ensure that all the tasks were followed
Planning takes place on multiple levels – annual, quarterly, monthly, weekly, daily and sometimes on a project basis. What levels are you planning at? How are you keeping the tasks in focus so that they can move forward?
In a couple of weeks we will be wrapping up Q1 of the year. What did you notice about how you engaged with planning?
In the PlanDoTrack planner, you will find that every month has it’s own Monthly To Dos page. You will find that you will want to shift the To Dos forward into your weekly planners and daily planners. I find this is an invaluable way to keep tasks in mind. Without it, I may forget some of the smaller tasks that need to get done – ie. reporting, invoicing, web updates
Activity: Spend some time thinking about, and reviewing, What are the levels you are planning at?
Consider what might be found in each of these areas:
Annually – Budgets, vision, meta-goals
Quarterly – Achievements, trends, major projects
Monthly – Breaking down projects, to tasks and activities.
Weekly – activities and tasks required to focus on this
Many use the running task list idea on a weekly basis. For other ideas on how to use a running task list, check out these articles:
The Petite Planners – How to Do a Running Task List in Your Bullet Journal: https://thepetiteplanner.com/running-to-do-list/
Or Take a Look at this Weekly Running Task List - https://www.pinterest.ca/pin/157485318203265623/?lp=true
What’s important for you in terms of carrying things forward?
Enjoy your week,
Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon.
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Contact her by phone at (416)996-8326
On Instagram follow along: @coachingbizbuilder - for planning and business development
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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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