Big Picture Planning
→ Start by outlining your bigger vision
→ Outline the goals that align with your vision. (Outcomes are the "how you'll get there")
→ Create projects to help you reach your goals
→ Give your goals a timeframe by assigning them to a quarter.
The big over-arching vision for the year.
Before you plan the year ahead, I highly recommend going through an exercise like this one, from Susannah Conway:
Let's make magic in 2020! | SusannahConway.com
As a lifelong journaler there's just no way I can let the end of a year go by without marking it in some way. I want to take stock and look at the light and dark, the surprises and challenges, the fun stuff and the bits I gritted my teeth through.
The goals and guidelines that support the greater vision, and provide structure for decision making and project creation.
Publish weekly newsletter
Make monthly payments of $X to LOC
Schedule livestreams for launch
Publish Weekly YouTube Videos
Complete 5 beta test offers
Write launch emails
Create team contract
Finalize Course Material
Projects are well-defined series of tasks, goals, assets, and resources that support a desired outcome.
The signifiers that you have achieved a goal, or reached a key deliverable of a project.
Connect your master calendar to the other databases as you like using relational database properties.
I generally use the Calendar as an editorial content calendar.
Make sure to add your own database templates for your own needs!
👋🏼 Hi, this set of planning templates was created by me, Marie Poulin.
I teach people how to master Notion to run their life + business, and I'm the host of Notion's weekly office hours.