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Annual Planner

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The Annual Planner is a free 9 page booklet with forms to capture the results of weekly and monthly reviews for a year. It includes weekly and monthly review action steps & review questions, ideas for metrics, and an annual chart to record progress.

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Annual Planner

  1. 1. Ideas for Annual Review Metrics Possibilities to measure in 12 Life Areas: •Physical: weight, body mass index, blood pressure •Financial: income, savings, investments •Career: work projects completed, time audit •Mental: goals achieved, books read •Emotional: acts of kindness, EQ score •Relationships: activities with family and friends, loving actions •Character: volunteer activities, creative work •Social: group activities •Organizational: home projects completed •Spiritual: frequency of prayer, meditation, gratitude •Purpose: time spent in flow, creating or contributing w/talents •Recreational: trips taken, new activities tried www.dailyplanit.com The Daily PlanIt Annual Planner Track results of weekly and monthly reviews Action steps & questions for reviews, ideas for metrics The DAILY REVIEW What was accomplished today?  Plan tomorrow Review Calendar, To-do lists, & weekly plan Start with Most Important Tasks Update system: delete completed tasks & add incoming tasks Keep goals visual & visible Check completion of daily habits & routine Celebrate progress Choose a few MITs for tomorrow The WEEKLY REVIEW What was accomplished last week?  Plan next week Review schedule for next week Review value statement Review progress on goals & projects Record results on forms Outline a weekly plan Update lists & print if desired The MONTHLY REVIEW What was accomplished last month?  Plan next month Review results of weekly reviews Review schedule for next month Check monthly & upcoming annual repeating tasks The ANNUAL REVIEW What was accomplished this year?  Plan next year Review results of monthly reviews & celebrate successes. Review effectiveness of work spaces & task management system Choose life areas to focus on Choose goals and metrics Update value statement
  2. 2. Start the year right! take some time to: • Review the major accomplishments of the past year. • Review & choose life areas to focus on in the upcoming year. • Plan meaningful metrics to track. • Review the value statement that pinpoints what you do & why. • Review your work space, calendar and task management system. Do the tools you use help you work efficiently? • Choose the best time and day of the week to do a weekly and monthly review - Time|Day: Each Week CHECK • Calendar • To-do Lists • Focus -value statement & priority Life Areas • Goals • Projects • Ideas Steps for a Weekly Review 1. Review past week and list major accomplishments on form. 2. Plan the next week. Check schedule for upcoming meetings, due dates and deadlines, tasks on to-do list, & upcoming repeating tasks. 3. Look for room in your schedule to add tasks for projects and goals. 4. Review value statement and life areas you want to focus on. 5. Review goals & projects. 6. Review ideas-take action on any? 7. Check for anything that needs follow-up. 8. Print calendars and/or lists if desired. Each Month In addition to the steps for a weekly review, also... 1. Review past month and list major accomplishments on form. 2. Review metrics and results. 3. Check schedule and plan the next month. 4. Review tasks that repeat monthly and check for upcoming annual repeating tasks. Review Questions 1. How does what actually happened in the past week/month compare to what you had planned? 2. What went well? Was progress made on projects and goals? 3. Do all tasks, projects and goals align with your value statement? 4. What didn’t go so well? Where are you stuck and what can you do about it? 5. Did you make good use of your time? 6. How can you increase productivity? What changes can you make to reduce or eliminate time-wasters? 7. Did you spend enough time with family and friends? 8. Did you spend enough time on fitness, leisure and spiritual activities? 9. What will you do next week/month?
  3. 3. MONTH Week ONE Review Week TWO Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week THREE Review Week FOUR Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week FIVE Review The month in review Accomplished: Accomplished: Plan for next week: Plan for next month: MONTH Week ONE Review Week TWO Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week THREE Review Week FOUR Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week FIVE Review The month in review Accomplished: Accomplished: Plan for next week: Plan for next month:
  4. 4. MONTH Week ONE Review Week TWO Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week THREE Review Week FOUR Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week FIVE Review The month in review Accomplished: Accomplished: Plan for next week: Plan for next month: MONTH Week ONE Review Week TWO Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week THREE Review Week FOUR Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week FIVE Review The month in review Accomplished: Accomplished: Plan for next week: Plan for next month:
  5. 5. MONTH Week ONE Review Week TWO Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week THREE Review Week FOUR Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week FIVE Review The month in review Accomplished: Accomplished: Plan for next week: Plan for next month: MONTH Week ONE Review Week TWO Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week THREE Review Week FOUR Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week FIVE Review The month in review Accomplished: Accomplished: Plan for next week: Plan for next month:
  6. 6. MONTH Week ONE Review Week TWO Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week THREE Review Week FOUR Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week FIVE Review The month in review Accomplished: Accomplished: Plan for next week: Plan for next month: MONTH Week ONE Review Week TWO Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week THREE Review Week FOUR Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week FIVE Review The month in review Accomplished: Accomplished: Plan for next week: Plan for next month:
  7. 7. MONTH Week ONE Review Week TWO Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week THREE Review Week FOUR Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week FIVE Review The month in review Accomplished: Accomplished: Plan for next week: Plan for next month: MONTH Week ONE Review Week TWO Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week THREE Review Week FOUR Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week FIVE Review The month in review Accomplished: Accomplished: Plan for next week: Plan for next month:
  8. 8. MONTH Week ONE Review Week TWO Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week THREE Review Week FOUR Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week FIVE Review The month in review Accomplished: Accomplished: Plan for next week: Plan for next month: MONTH Week ONE Review Week TWO Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week THREE Review Week FOUR Review Accomplished: Accomplished: Plan for next week: Plan for next week: Week FIVE Review The month in review Accomplished: Accomplished: Plan for next week: Plan for next month:
  9. 9. YEAR January Review July Review Accomplished: Accomplished: February Review August Review Accomplished: Accomplished: March Review September Review Accomplished: Accomplished: April Review October Review Accomplished: Accomplished: May Review November Review Accomplished: Accomplished: June Review December Review Accomplished: Accomplished: Steps for an Annual Review 1. Review past year, major accomplishments. 2. Review metrics and results from monthly reviews. 3. Plan next year, choose goals and metrics. 4. Review value statement, projects & ideas. 5. Review task management system. 6. Review ideas-take action on any? 7. Print calendars and/or lists if desired. SET GOALS FOR NEXT YEAR Find goal plans and a free short course on setting goals at http://dailyplanit.com/goal-plans/. Learn more about setting and achieving goals with the Ebook “Get Goaling.” Download an Annual Review Metrics Chart at www.dailyplanit.com/anannualreview/ Get monthly review reminders at www.facebook.com/DailyPlanitSkills

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