The Productive Mindset Method (Part 4: Planning)
- You’ve set your goals, made your roadmap, identified your priorities, developed a routine, and learned to manage your time effectively. Now, it’s time to put all of it on a clean and organized weekly view. I know it sounds easy, but one thing I realize is that the easiest task isn’t always that easy.
- If you purchased the Productive Mindset Method (PMM) workbook and planner, thank you. We review how to use the undated planner section today. If you already have a planner, you can still use this planning technique in your planner. If you're a DIY’er or frankenplanner kind of person, check out the printable planner insert section of my shop HERE.
- In this post, we’ll review the undated planner section of the Productive Mindset Method (PMM) workbook and planner and the technique I use each week.
- The Undated Planner
- The undated planner section has many layouts that work together. Here’s the rundown:
- Year at a glance
- Yearly key dates
- Yearly overview
- (12) Monthly view
- (12) Monthly routines
- (12) Monthly habit tracker
- (5) Weekly scheduler per month
- (5) Lined weekly view per month
- (5) Weekly box view per month
- Yes, I give you 3 different weekly views. No, I don’t use all of them at the same time. I always use two weekly layouts for a week. The one layout I use regularly is the weekly scheduler. I use the weekly scheduler for time blocking and appointments. The second weekly layout can vary depending on how much I want to accomplish in a week. Some weeks I need more writing space than others. Now, you know the layouts. Let’s get into how to use them effectively.
- Yearly views
- Year at a glance: This is your normal yearly calendar view on one page.
- Yearly key dates: This is where you can list birthdays, holidays, anniversaries, etc.
- Yearly overview: This is where you list your quarterly goals/milestones. If you have more than one goal in a quarter, this section will allow you to decide on the exact month each quarterly goal should be accomplished by.
- Monthly calendar: This is where you will add important dates and list of the tasks that need to be completed for the month. (There is an example in the workbook and in the image gallery above of how it should be used effectively.)
- Monthly routine: This is where you fill in your desired monthly routines. (There is an example in the workbook and in the image gallery above of how it should be used effectively.)
- Monthly habit tracker: This is where you can track your routines and other daily things you do. (There is an example in the workbook and in the image gallery above of how it should be used effectively.)
- Weekly scheduler: As mentioned before, this is great for time blocking and appointments. (There is an example in the workbook and in the image gallery above of how it should be used effectively.)
- Lined weekly: This layout is great for list builders! You can assign a category to each row, then you list to-do’s for each category throughout the week. (There is an example in the workbook and in the image gallery above of how it should be used effectively.)
- Weekly box: This layout is great for those who have tasks that do not need to be assigned to a specific day and aren’t overly busy. (There is an example in the workbook and in the image gallery above of how it should be used effectively.)
As I mentioned in a prior post, I start my weeks on a Monday. So, I go through this process every Sunday.
- Step one: Review my monthly calendar
This first step is pretty simple. What I do is review all the tasks that in the month. Cross off any tasks that I have completed and/or cross off tasks that are no longer applicable. I don’t want to waste energy on tasks that are not moving me closer to my goal. Review the remaining tasks. If my tasks build up one another, I have a chronological order. Next, I fill in my impactful priorities and Eisenhower matrix planner for the week. Now, I know what tasks I need to focus on for the week.
- Step two: Weekly scheduler
For this step, I have my impactful priorities and Eisenhower matrix planner, my weekly scheduler, and about 4 or 5 Zebra Mildliners. I start on my weekly scheduler with the Mildliners and time block my morning routine, webinars, phone appointments, and zoom meetings for the entire week. I always try to leave Thursday or Friday free to handle household chores. This step helps me determine which other weekly layout to use and if the Mindset Sessions or the Pomodoro technique will work for the week, too!
- Step three: Weekly planning
In this last step, I have my impactful priorities and Eisenhower matrix planner, my weekly scheduler, my weekly box layout (let’s say there isn’t much going on that week), and Bic Gelocity pens (black, red, orange, green).
I start by listing my to-do’s for the week in the top right corner. Then I move onto the days of the week by assigning a day or two to all my impactful priorities with their appropriate color-coded pens, starting with red then down to green. Other items, like the type of workout, trash day or time of webinar, will be written in black. There is an example in the image gallery above.
So there you have it–a quick and easy my 3-step process for having a productive week. Let’s recap the steps:
- Step 1: Review my monthly calendar. Cross of completed tasks and determine priorities for the week.
- Step 2: Weekly scheduler. Time block and determine which additional time management method is applicable.
- Step 3: Weekly planning. Everything comes together for the week: priorities and to-do’s all in one place!
Now there’s just one thing left for you to do–take action! So go ahead and review your monthly calendar. And do it today, because the sooner you get started, the sooner you’ll see how easy it is to have a productive week!
If you are interested in learning more about The Productive Mindset Method, come back to the blog every Friday where I’ll go in depth about each theme of the workbook.
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