SAMPLE
plan your year de sign your days achieve your biggest goals
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To accomplish our goals we must distill our dreams into daily actions. m i c h a e l h ya t t
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Annual Goals √
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goal statement / Write your annual goals here.
Q*
* write the number of the quarter in which the goal is due.
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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
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M3
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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
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M2
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Monthly Calendar MONT H
mon
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t ue
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Claim your calendar before someone else does. michael hyatt and daniel harkavy
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major pr o jec t s
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Rolling Quarters Q UART ER / YEAR A
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The key is not to prioritize what’s on your schedule, but to schedule your priorities. stephen cove y
Q UART ER / YEAR A
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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
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A solid routine fosters a well-worn groove for one’s mental energies. mason curre y
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
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Ideal Week™ mon
Themes
Stage 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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A schedule defends from chaos and whim. It is a net for catching days. annie dillard
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weeks remaining in quarter
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Monday
morning ritual workday startup ritual workday shutdown ritual
daily big 3 List your three most important tasks.
evening ritual
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other tasks
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8 = done
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→
/=
waiting for
= defer
/
x
O
= delegate
= delete
A goal is not about what you accomplish. It’s about what you become. michael hyatt
notes
·
=
to-do
O
= delegate
*
= important
?
= question
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weeks remaining in quarter
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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?
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% 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.
weekly overview / List important events, deadlines, and tasks in the coming
week. Use weekly view on the next page if helpful. personal
professional
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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
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s un day
Step 5 weekly big 3 / List three objectives to advance your goals and projects this week.
Step 6 self-care planner / Brainstorm below, then schedule your rejuvenation on the Daily Pages. sleep
eat
move
connect
relax
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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?
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% complete
You don’t have to wait to be confident. Just do it and eventually the confidence will follow. carrie fisher
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You don’t have to wait to be confident. Just do it and eventually the confidence will follow. carrie fisher
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.
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If you don’t write your ideas down, they could leave your head before you even leave the room. richard branson
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