S T E P 3 L I F E P L A N R E V I E W | Connect with your long-range vision. If you have a life plan, read through it. Is there anything you need to revise, remove, or replace? If you don’t have a life plan, skip this step for now. If you want to learn how to create a life plan, read Living Forward by Michael Hyatt and Daniel Harkavy.
S T E P 4 A N N U A L G O A L R E V I E W | Connect with your annual goals. Check your Annual Goals. Do you need to revise, remove, or replace any? Rewrite your goals, along with any adjustments, on the Annual Goals page of your next planner. In your new planner, indicate which goals will get your quarterly focus. Limit yourself to two or three per quarter. Complete your new Goal Detail pages. Rewriting ensures you internalize your goals, stay connected to your why, and improve the likelihood of achievement.
S T E P 5 M O N T H LY C A L E N D A R R E V I E W | Schedule next quarter’s “big rocks.” Turn to the Monthly Calendar pages of your new planner and write in the following items, focusing on the “big rocks.” Then, if you want, do the same for the Rolling Quarters. MAJOR EV ENTS
MAJOR DEADLINES
MAJOR PROJECTS
REJUV ENATION TIME
S T E P 6 I D E A L W E E K R E V I E W | Tweak your Ideal Week based on your experience. Turn to the Ideal Week pages of your current planner. Is there anything you want to revise, remove, or replace? If so, do that in the Ideal Week pages of your new planner.
S T E P 7 D A I LY R I T U A L S R E V I E W | Tweak your Daily Rituals based on your experience. Turn to the Daily Rituals pages of your current planner. Is there anything you want to revise, remove, or replace? If so, do that in the Daily Rituals pages of your new planner.
S T E P 8 N E W D A I LY P A G E S | Enter the dates into your new planner. Enter the dates on the Daily Pages in your new planner for the first week or two of the new quarter.
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