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Unleashing the Power of Your Planner. Objectives for using a Planner. Explain why Floating Paper is dangerous Explain the Priority Triangle Must do-should do-nice to do Identify the Core Four Tasks Appointments Notes Contacts. Floating Paper. (The “Core Four”). Tasks Daily Future - PowerPoint PPT Presentation
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Unleashing the Power of Your Planner
Objectives for using a Planner
• Explain why Floating Paper is dangerous• Explain the Priority Triangle– Must do-should do-nice to do
• Identify the Core Four– Tasks
– Appointments
– Notes
– Contacts
Floating Paper
– Tasks• Daily• Future
– Record on back of Monthly Calendar.
– Appointments• Daily
• Future– Record on back of Monthly Calendar for that month & transfer it to the
Appointment Schedule once reviewing for that month
– Notes• File?
– Contacts
(The “Core Four”)
Unleashing the Power of Your Planner
Information should be retrieved w/n 10 seconds-do you have a spot to capture & track data?
Long-Term Planning
– write down a specific goal
– break it down into achievable tasks
– commit to completing those tasks• Document on daily or month page
Weekly Planning• Review roles.• Choose big rocks.• Schedule the week.
Daily Prioritizing
– list and prioritize daily tasks by:• Check today’s appointments.
• Make a realistic task list.
• Prioritize (ABC, 123).
Planning
Monthly Task list
Daily