BOSS Personal Planner

How to Use Guide

 About the BOSS Personal Planner

This guide will go over the features of the BOSS Personal Planner and
how to use them but first I want to tell you a little about the BOSS
Personal Planner.

The planner was built in a way that each previous steps flows into the
next. You plan the big picture, your life goals, 5 years, etc. then you
work down to monthly, weekly, and daily goals.

It helps you plan and delegate what you need to get done to help you
be more efficient with your time.

The BOSS Personal Planner was built on a system around creating 3

goals. 3 monthly goals, 3 weekly goals, 3 daily goals. It’s a number that
allows you to accomplish a lot and be able to actually get them done.
 Into On How To Use

The planner is very easy to use. At the top you have tabs to navigate
throughout the planner. This will be your main navigation source. The
next page will give you a table of contents to see how it's laid out.

I’ve included a default layout and set of pages but you can move them
around and add more pages as you need. There are 4 cover designs
that you can select from, if you want you can delete the other 3 that
you don’t want to use. Then you can label the cover as you see fit.

If you have questions about how to use the planner further than what is
laid out in this guide, please feel free to contact me at
support@bosspersonalplanner.com
 Table Of Contents
Because you can add or remove pages, this
table of contents may become inaccurate
once you start using the planner.
One of the great features of the digital
planner are you can duplicate or remove
pages as you need to.
To the right are the pages when you first
start using the planner.
Page 1 - Cover
Page 5 - Plan for Success
Page 6 - Reading List
Page 7 - Habit Tracker
Page 8 - Eisenhower Matrix
Page 9 - Priority Planner
Page 10 - Calendar
Page 11 - Monthly Planning
Pages 10 and 11 repeat for a total of 6 months
Page 22 & 23 - Weekly Breakdown
Page 24 - Week Planning page 1
Page 25 - Week Planning page 2
Pages 24 and 25 repeat for a total of 30 weeks
Page 84 - Daily Planning page 1
Page 85 - Daily Planning page 2
Pages 84 and 85 repeat for a total of 200 days
Page 484 - Notes Section
Page 485 - Blank pager
Page 490 - Dotted paper
Page 495 - Grid paper
Page 500 - Lined paper
 Plan For Success
This is the first layer of planning. It lets
you set the highest level of planning
with the broadest scope. You have 3
timeframes including lifetime, 5 year,
and 3 month. These times allow you to
set a starting point to your roadmap.

With those timeframes, you have a few

categories you can set. They are:
• Career
• Bucket List
• Financial
• Family/Social
• Personal

Once you fill these in, it will help you to

figure out what you need to do and
when.
 Reading List / Habit Tracker
Here we have 2 very straight forward pages. We’ll start with the reading list. This allows you to keep track of
all the books you have read, it gives you space for up to 48 books.

Next we have the habit tracker. Another simple but highly effective tool. You have space for 11 different
habits to track and there are 30 boxes so you can keep track of what days you successfully complete the
habit.
Eisenhower Matrix
The Eisenhower Matrix is an extremely
functional planning tools that helps you
determine which tasks should take the
priority, which should be delegated, and
which should be dropped.

A brief overview of each square:

Urgent & important. These are the most

important and should be done right away.

Not urgent but important. While

important, they can be scheduled for a
later time.

Not important but urgent. Delegate or

outsource these tasks.

Not important and not urgent. Get rid of

these, no need to waste time with them.
 Priority Planner

The priority planner flows nicely from the

Eisenhower Matrix. One of the goals of
the Eisenhower Matrix is to figure out
task priorities and see which ones should
be delegated.

Well here is your page for keeping track.

You can set a priority for a task (1 to 10 for
example), and then keep track of who is
responsible for that task, when it is due
and if and when it is completed.
Monthly Calendar

This is the first of 2 parts to the monthly

planning section.

There isn’t a lot to explain with this. It is a

basic calendar. You have 5 weeks
undated. There is a space to put the
month up at the top. The weeks start on a
Monday for this setup.
 Monthly Planning

The next monthly planning section gives

you a bit more detail.

First, you get a chance to reflect on last

month by taking a look at your wins and
how you would like to improve.

From there, you can set you current goals

for this month. Put your 3 big goals and
also add why and how plus a reward to
give you extra motivation.

Finally, you have a simple note section for

anything else you would like to add.
Weekly Overview

The weekly breakdown helps you have

one extra layer between the monthly and
weekly section. You are given 30 weeks to
plan ahead with. You don’t have to plan
them all at once, use what you need.

Jot down a few major tasks or goals for

each week, these are meant to be broad
plans just to help you in the next sections.
 Weekly Planning page 1
This page is similar to the monthly
planning page.

The first section allows you to review the

previous week. Reflect on your wins and
how you can improve.

Next, set 3 goals for the week. Follow up

by adding some details about why and
how you set the goals and lastly add a
reward for completion.

Where the weekly section differs from the

monthly section is next you have each
day of the week instead of a notes
section.

This is a good spot to put 1 to 3 things for

each day that you want to do that you can
add on to later in the daily section.
Weekly Planning page 2

This page directly continues from the

previous weekly planning page. You
continue to have each of the days of the
week where you can plan a few goals for
each day.

At the bottom, you have space to put any

reminders you have for that week plus
you have the general notes section as
well.
 Daily Planning page 1
This is the meat and potatoes of the planner,
the daily planning section.

There is a lot to work with here. First, the top

section gives you a spot for the day & date
plus a habit to work on and a piece of daily
affirmation for motivation.

Next, you go to the goals section. You first

want to set your 3 main or big goals for the
day. These are the ones you must complete.

You can also set 3 extra goals and these serve

as something to work on if you finish your big
goals.

Under that, you have an area to put some

daily exercises. There is obviously an
importance of staying fit so its good to do
something physical every day.

Lastly, you have the schedule section. It starts

at 4am and goes all the way to 11:30pm in 30
minute intervals.
 Notes
The last section is for notes. Not a lot to
explain here, you have a few different paper
options depending on your needs and
preferences. Again, you can duplicate the
pages as many times as you need.
 Thank You

That completes the guide on how to use the BOSS Personal Planner. I wanted to thank you
again for taking the time to use my planner.

If you have any questions about the planner, please reach out to me at
support@bosspersonalplanner.com. I’d love to hear any comments or answer your questions.

Also, if you would like to submit any feedback, I’ve created a survey to do so. I read every
comment and appreciate your feedback. All criticism and suggestions are used to improve the
BOSS Personal Planner.

You can take the survey here.

Thank you and enjoy the BOSS Personal Planner!

-Roland