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plan your year

|

d e s i g n yo u r d ay s

achieve your biggest goals

name

email

phone

year

quarter

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To accomplish our goals we must distill our dreams into daily actions. m i c h a e l h yat t

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A N N UA L G OA L S √

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goal statement  |   Write your annual goals here.

* write

 Q *

the number of the quarter in which the goal is due .

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G O A L D E TA I L goal summary  |   Write your smarter goal.

Domain

ACHIEVEMENT GOAL

HABIT GOAL

SPIRITUAL

INTELLECTUAL

EMOTIONAL

P HYSICAL

MARITAL

PARENTAL

SOCIAL

VOCATIONAL

AVOCATIONAL

FINANCIAL



k ey motivations  |   Write then rank your key motivations.

next steps  |   List the first few actions you need to take to reach your goal.

your reward  |   Decide how you will celebrate once you achieve your goal.

streaktracker ™  |   Check off your progress as you go (helpful for habit goals). M1

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M2

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M3

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G O A L D E TA I L goal summary  |   Write your smarter goal.

Domain

ACHIEVEMENT GOAL

HABIT GOAL

SPIRITUAL

INTELLECTUAL

EMOTIONAL

P HYSICAL

MARITAL

PARENTAL

SOCIAL

VOCATIONAL

AVOCATIONAL

FINANCIAL



k ey motivations  |   Write then rank your key motivations.

next steps  |   List the first few actions you need to take to reach your goal.

your reward  |   Decide how you will celebrate once you achieve your goal.

streaktracker ™  |   Check off your progress as you go (helpful for habit goals). M1

1

2

3

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M2

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M3

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M O N T H LY C A L E N D A R MONTH

mon

18

tue

wed

thu


And I attribute my success to this: I never gave or took an excuse. florenc e nightingale

fri

s at

sun

major projects

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ROLLING QUARTERS QUARTER / YEAR

A

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

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Things which matter most must never be at the mercy of things which matter least. ste ph e n r. cov e y

QUARTER / YEAR

A

1 2 3 4 5 6 7 8 9 10 11 12 13 14 V15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

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D A I LY R I T U A L S morning ritual

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activities  |  Write down each item in your ritual.

Allotted time

Total time

workday startup ritual

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activities  |  Write down each item in your ritual.

Allotted time

Total time 26


The key to victory [is] creating the right routines. charles duhigg

workday shutdown ritual

#

activities  |  Write down each item in your ritual.

Allotted time

Total time

evening ritual

#

activities  |  Write down each item in your ritual.

Allotted time

Total time 27


I D E A L W E E K™ mon

Stage Themes

5:00–5:30 5:30–6:00 6:00–6:30 6:30–7:00 7:00–7:30 7:30–8:00 8:00–8:30 8:30–9:00 9:00–9:30 9:30–10:00 10:00–10:30 10:30–11:00 11:00–11:30 11:30–12:00 12:00–12:30 12:30–1:00 1:00–1:30 1:30–2:00 2:00–2:30 2:30–3:00 3:00–3:30 3:30–4:00 4:00–4:30 4:30–5:00 5:00–5:30 5:30–6:00 6:00–6:30 6:30–7:00 7:00–7:30 7:30–8:00 8:00–8:30 8:30–9:00

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tue

wed


All improvements begin by reconnecting with the ideal. m i c h a e l h yat t

thu

fri

s at

sun

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13

/

weeks remaining in quarter

M O N D AY D A I LY B I G 3 List your three most important tasks.

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O T H E R TA S K S

10

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1

2

3

4

5

6

7

8 = done

→ 30

/=

waiting for

= defer

x

O

= delegate

= delete

morning ritual

w o r k d ay s ta r t u p r i t u a l

w o r k d ay s h u t d o w n r i t u a l

ev ening ritual

/


Don’t count the days, make the days count. muhammad ali

NOTES

·

 =

to - do

O

= delegate

*

= important

?

= question

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12

weeks remaining in quarter

/

/

W E E K LY P R E V I E W | List 3-5 major accomplishments from the past week

STEP 1

MY BIGGEST WINS

STEP 2

A F T E R AC T I O N R E V I E W

| Refer to your last Weekly Big 3.

How far did you get?

What worked? What didn’t?

What will you keep, improve, start, or stop doing?

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% complete


Review what happened. Preview what’s going to happen. Now create your plan. m i c h a e l h yat t

STEP 3

LIST SWEEP

d e f e r r e d ta s k s

d e l e g at e d ta s k s

d a i ly n o t e s

|

Process tasks and action items.

Add any Big 3 or Other Tasks you didn’t complete to your task manager.

Add unassigned tasks or desired status updates to your task manager.

Add any assignments or action items to your task manager.

S T E P 4 M A J O R E V E N T S , D E A D L I N E S & TA S K S this coming week? Use weekly view on next page if helpful.

personal

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What will (or should) happen

professional

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m o n d ay

t u e s d ay

w e d n e s d ay

t h u r s d ay

f r i d ay

s at u r d ay

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s u n d ay


S T E P 5 W E E K LY B I G 3 | Refer to Step 4. List three items you must accomplish this week to advance your goals or projects.

­ rainstorm S T E P 6 S E L F - C A R E P L A N N E R | How will you rejuvenate this week? B below and schedule these activities on the relevant Daily Pages. sleep

e at

mov e

connect

relax

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Q U A R T E R LY P R E V I E W S T E P 1 M Y B I G G E S T W I N S  | List your top accomplishments from the past quarter.

S T E P 2 A F T E R A C T I O N R E V I E W  | Refer to your goals for this past quarter. How far did you get?

What worked? What didn’t?

282

%

complete


Let us make our future now, and let us make our dreams tomorrow’s reality. malala yousafzai

What will you keep doing?

What will you improve?

What will you start doing?

What will you stop doing?

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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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