Planning

Incoming Tasks

• Does it have a deadline?
• Yes-enter in calendar
• No-Do you want to act on it now?
• No-Is future action required?
• Yes-add to follow-up system
• No-add to Idea File
• Yes, act on it now-Is there more than one step?
• No-enter in control list
• Yes-Make a project plan

Weekly

1. Review past and next week
2. Review mission statement, goal and project plans
3. Develop goal and project plans and add more action steps as needed.
4. Select items to act on this week from calendar, work duties, Project & Goal Plans, home duties, and self development plan.
5. Plan menus for the week and schedule items from the Control List

Daily

1. Review calendar and Weekly Plan
2. Set priorities and act. Make changes and add incoming tasks to lists as needed.
3. If there are extra moments, choose items from goal and project plans or control list.
4. At close of day, plan for tomorrow. Transfer items from Weekly Plan to Daily To Do List.