SAMPLE
plan your year
|
de sign your days
achieve your biggest goals
name
phone
year
q uarter
1
To accomplish our goals we must distill our dreams into daily actions. m i c h a e l h ya t t
4
Annual Goals √
#
goal statement / Write your annual goals here.
Q*
* write the number of the quarter in which the goal is due.
5
Goal Detail goal summary / Write your smarter goal.
Domain
ACHIEVEMENT GOAL
HABIT GOAL
SPIRITUAL
INTELLECTUAL
EMOTIONAL
PHYSICAL
MARITAL
PARENTAL
SOCIAL
VOCATIONAL
AVOCATIONAL
FINANCIAL
key 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
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
M2
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
M3
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
10
Goal Detail goal summary / Write your smarter goal.
Domain
ACHIEVEMENT GOAL
HABIT GOAL
SPIRITUAL
INTELLECTUAL
EMOTIONAL
PHYSICAL
MARITAL
PARENTAL
SOCIAL
VOCATIONAL
AVOCATIONAL
FINANCIAL
key 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
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
M2
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
M3
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
11
Monthly Calendar MONT H
mon
18
t ue
w ed
thu
And I attribute my success to this: I never gave or took an excuse. florence nightingale
fri
sat
s un
major pr o ject s
19
Rolling Quarters Q UART ER / 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
22
Things which matter most must never be at the mercy of things which matter least. stephen r. cove y
Q UART ER / 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
23
Daily Rituals Morning Ritual #
activities / Write down each item in your ritual.
Allotted time
Total time
Workday Startup Ritual #
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
Ideal Week™ 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
28
tue
w ed
All improvements begin by reconnecting with the ideal. michael hyatt
thu
fri
s at
s un
29
13
weeks remaining in quarter
/
Monday
morning ritual workday startup ritual workday shutdown ritual
daily big 3 List your three most important tasks.
evening ritual
6
7
8
9
other tasks
10
11
12
1
2
3
4
5
6
7
8 = done
30
→
/=
waiting for
= defer
/
x
O
= delegate
= delete
Don’t count the days, make the days count. muhammad ali
notes ·
=
to-do
O
= delegate
*
= important
?
= question
31
12
weeks left in quarter
/
/
Weekly Preview Step 1
my biggest wins / List 3-5 major accomplishments from the past week.
Step 2
after action review / 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?
44
% complete
Review what happened. Preview what’s going to happen. Now create your plan. michael hyatt
Step 3
list sweep / Process tasks and action items.
deferred tasks
Add any Big 3 or Other Tasks you didn’t complete to your task manager.
delegated tasks Add unassigned tasks or desired status updates to your task manager. daily notes
Step 4
Add any assignments or action items to your task manager.
major events, deadlines & tasks / What will (or should) happen this
coming week? Use weekly view on next page if helpful. personal
professional
45
mon day
t ue s day
w e dn e s day
t h ur s day
f r i day
s at ur day
46
s un day
Step 5 weekly big 3 / Refer to Step 4. List three items you must accomplish this week to
advance your goals or projects.
Step 6 self-care planner / How will you rejuvenate this week? Brainstorm below and schedule these activities on the relevant Daily Pages. sleep
eat
move
connect
relax
47
Quarterly Preview Step 1 my biggest wins / List your top accomplishments from the past quarter.
Step 2 after action review / 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?
283
Step 3 life plan review / 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.
Step 4 annual goal review / Connect with your yearly 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.
Step 5 monthly calendar review / 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 EVENTS
MAJOR DEADLINES
MAJOR PROJECTS
REJUVENATION TIME
Step 6 ideal week review / 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.
Step 7 daily rituals review / 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.
Step 8 new daily pages / 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.
284
285