Planning templates
🎯

Planning templates

Created
Dec 22, 2019 4:55 AM
Tags

Big Picture Planning

β†’ Start by outlining your bigger vision

β†’ Outline the goals that align with your vision. (Outcomes are the "how you'll get there")

β†’ Create projects to help you reach your goals

β†’ Give your goals a timeframe by assigning them to a quarter.

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Personal Manifesto
🌟
It might be helpful to begin with a personal Manifesto:
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Manifesto

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Vision

The big over-arching vision for the year.

πŸ‘
Vision is the reason you do what you do. It's what you want to see happen in the world, and in your life. The vision database is intended to be updated each year, and provides guidance for your yearly planning.

Before you plan the year ahead, I highly recommend going through an exercise like this one, from Susannah Conway:

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Goals

The goals and guidelines that support the greater vision, and provide structure for decision making and project creation.

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Goals are stored in a database that contains relations to each quarter. They make up the success criteria for the year, and guide the creation of projects and tasks.

✨
Goals

QuarterGOALProgressCurrentTarget

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Outcomes

NameGoalsStatusCurrentTargetProgress
πŸ“©
Publish weekly newsletter
In-Progress
3
12
β– β– β–  25%
πŸ’°
Make monthly payments of $X to LOC
Complete
5
5
βœ…
πŸ–₯
Schedule livestreams for launch
Archive
0
5
❌
Publish Weekly YouTube Videos
On track
12
12
βœ…
Complete 5 beta test offers
In-Progress
4
5
β– β– β– β– β– β– β– β–  80%
πŸ’Œ
Write launch emails
Backlog
0
6
❌
πŸ“„
Create team contract
Not Started
0
3
❌
πŸ’»
Finalize Course Material
On track
8
12
β– β– β– β– β– β– β–  67%

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Projects

Projects are well-defined series of tasks, goals, assets, and resources that support a desired outcome.

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Projects are contained in a database with a set of common properties, most importantly: start and finish dates, well defined outcomes, and any relevant resources/assets.

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Projects

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Milestones

The signifiers that you have achieved a goal, or reached a key deliverable of a project.

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Milestones can take the form of a project status update, a set of tasks completed, big goals marked as completed within a database, or an update in a weekly review.

🌐
Quarterly

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Tasks
βœ…
Tasks that live in your Task Database. These are the tasks that need to get done in order to complete your projects.

βœ…
Tasks

Startup Routine

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πŸ“” Win the Day
πŸ’Ž
Make an important, meaningful, or joyful activity the highlight task of your day, every day

πŸ“”
Journal

DayPriority
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πŸ“…Win the Week
πŸ’Ž
Plan your priority for the week, input this week's goals + project focus.

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Weekly

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πŸ“Weekly Review

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Weekly

NameEffectivenessGratitudeLows/ChallengesWins/Celebrations
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πŸ—“Monthly Review

🌝
Monthly

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✏️Content Calendar

πŸ“…
Calendar

January 2023
Today
Sun
Mon
Tue
Wed
Thu
Fri
Sat
25
26
27
28
29
30
31
Jan 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Feb 1
2
3
4

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!

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πŸ‘‹πŸΌ 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.