THE PLANNING PROCESS
THIS SECTION SETS THIS PROCESS UP FOR YOU -
AS IT IS ONE OF THE MOST DIFFICULT TO SET UP PROPERLY.

ONCE IT IS SET UP,
EVERYTHING GOES BETTER AND MUCH TIME IS SAVED



In the process of being set up:

THE TASK MANAGEMENT PROCESS

THE TIME SCHEDULING PROCESS

THE DAILY PLANNING PROCESS
       DISCUSSION
       DAILY PLANNING PROCESS CHECKLIST/FORM

THE WEEKLY PLANNING PROCESS
       DISCUSSION
       THE WEEKLY PLANNING PROCESS CHECKLIST/FORM  - An example of one checklist and form for
           planning the week.  Ties into schedules on the PlanPlus System from Franklin Covey (see Resources).

THE QUARTERLY PLANNING PROCESS
        DISCUSSION
        THE QUARTERLY PLANNING PROCESS CHECKLIST/FORM

THE YEARLY PLANNING PROCESS, including adjustments to the Long Term Plan
        DISCUSSION
        THE YEARLY PLANNING PROCESS CHECKLIST/FORM

THE FIVE YEAR (ETC.) PLANNING PROCESS
        DISCUSSION
        THE MULTI-YEAR PLANNING PROCESS CHECKLIST/FORM

LONG TERM PLANNING (See also The Life Plan - Constructing The Life You Love.)
        DISCUSSION
        THE LONG TERM PLANNING PROCESS CHECKLIST/FORM



BEST TO START FROM TOP DOWN (Have your daily forms and weekly forms in place first, though.)

Life plan
Multi-year plans (select 3 or 5)
Yearly plan
Then follow the formats for the shorter periods, doing them on a particular day.  See The Schedule/Calendar For All Planning - Just Follow/Modify This - Tickle all of these into your electronic calendar, so they automatically pop up; see how it all fits together, the hours and the benefits. 

USE THESE

Until this page is fully set up, use these:

Master overview

Planning Formats - Day, Week, Month, Quarter, Year, Events, Schedule, Tickles For Functions - How much time to do each, formats, tickles for planning and other repeating functions over the year. 


REFERENCE

Planning Forms - Contents, Links

Detailed Contents, Link - Planning - Formats for plans, links to pieces of plans, dreams, etc.