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:
The goals and guidelines that support the greater vision, and provide structure for decision making and project creation.
| Name | Goals | Status | Current | Target | Progress |
|---|---|---|---|---|---|
Publish weekly newsletter | In-Progress | 3 | 12 | ■■■ 25% | |
Make monthly payments of $X to LOC | Complete | 5 | 5 | ✅ | |
Schedule livestreams for launch | Archive | 0 | 5 | ❌ | |
 | On track | 12 | 12 | ✅ | |
 | In-Progress | 4 | 5 | ■■■■■■■■ 80% | |
Write launch emails | Backlog | 0 | 6 | ❌ | |
Create team contract | Not Started | 0 | 3 | ❌ | |
Finalize Course Material | On track | 8 | 12 | ■■■■■■■ 67% |
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.
Startup Routine
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.