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Monthly Planning Steps

1. I check my calendar on my phone and fill out the monthly calendar. I only fill out the month that
is coming up. I do not fill out future monthly calendars.
2. I fill out the monthly goal section in my planner.
3. I update the list of tasks I want to complete that month.
10 Tips for Using Weekly Planning Steps
a Planner 1. I check the monthly calendar on my phone
and update the monthly calendar in my planner.
1. Get used to the idea that everyone I do this monthly and weekly because events
needs to have, and know how to use a and appointments get added to my calendar
planner, whether it is paper or electronic. throughout the month.
2. Buy a planner that you love (the size, 2. Next I fill in the appointments I have for the
the shape, the paper, the format) so that week on the weekly pages.
3. I write out my to-do list categories across
you take pleasure each time you use it.
the top of the weekly pages.
3. Put everything in your planner (names, 4. I move over tasks from previous weeks if
dates, notes, appointments). Consider it necessary.
“information central.” 5. I fill out the routine daily tasks on the days I
4. Take your planner with you plan to do them.
everywhere. Have a place for your open 6. I use Power Sheets to help me set up my
planner in your workspace. goals. I consult them to see if there are any tasks
related to my goals that I could do that week.
5. Maintain one, and only one, planner. 7. I add in any other tasks I want to accomplish
6. Recite this mantra: “What gets that week.
scheduled, gets done”
7. In your planner, keep a schedule of Daily Planning Steps
appointments with yourself to get your
work done. 1. I only fill out my daily tasks the night before
8. Designate one area of your planner for or the morning of the day I’m going to do them.
2. I look at my schedule for the day and see
your master task list, for example items
what I have time to do.
that don’t have a specific due date, but 3. Undone tasks remain where they are on the
that you don’t want to forget about. list unchecked. I continually look back at my
9. Create a “task list” for each day. week so I can see what tasks are left undone.
Rethink your list based on your other This helps me from having to move them over
commitments. each day. Usually all the tasks get done by the
10. Consider the month-at-a-glance end of the week.
portion of your planner to be the
“storyboard” of your month. You’ll get
the “big picture” this way.

Source: Getting Organized Magazine


(Meggin McIntosh)

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