CONTENTS OF THIS PAGE

FOR AN OVERVIEW OF THE LIFEBOOK SYSTEM

THE 4 BASIC PLANNING NOTEBOOKS - FORMS ORGANIZED BY TABLE OF CONTENT

INDIVIDUAL FORMS FOR PLANNING - (To use for multiple purposes or separate from the notebooks.
Many of the same forms as in the notebooks plus extras to use.) 

Other forms that could be useful are Visualization, Vision Boards techniques.
    ___________________________________________________________________________________

FOR AN OVERVIEW OF: The LifeBook System - It is suggested you review this first!  

          See the links to all the LifeBooks, to the right:

          See The Planning Process - How To Plan - With checklists and ways to plan that will make it
              easier for you to have an effective system


THE 4 BASIC PLANNING NOTEBOOKS - Forms organixed by their table of contents, for easy access  

  1) CURRENT OPERATING/PLANNING - Includes Daily, Weekly, Quarterly sections - For use daily
           for easy  reference, tracking of to do's, scheduling, etc. 
  2) LIFEPLAN - CONSTRUCTING THE LIFE YOU LOVE 
  3) CURRENT YEAR PLAN - To plan the current year.
  4) LONG TERM PLAN - A long term planning notebook system
        See also Medium Brief Plan Workbook/Forms.


   (To read the footnotes on a document on the internet, go to "view" and click on print layout.)     



FORMS BY NOTEBOOK/FILESYSTEM - Can be set up in a notebook or a file system for
                                                                          easy reference.

  For the Lifebooks that are not primarily for planning: 
       See the Life Book System Navigation Map, to the right, above.  

Daily Operating Use


    Current Operating/Planning Notebook (DAILY, WEEKLY, QUARTERLY) - For use daily for
         easy reference, tracking of to dos, scheduling, etc. 

Current Year


    Current Year Plan Notebook - Contents for the one year plan, plus a few forms unique to
        the one year plan.  Generally you would use the Current Operating Notebook for the shorter
        periods, referring to the current year plan periodically as needed.

Long Term (More than one year)

    Life Plan - Constructing The Life I Love - This could be included in the long term
        notebook, but for now you will find it has a unique orientation toward looking at more than the
        "mundane" planning. This is "long term" planning in actuality, but it is oriented differently than
        regular long term planning in that it is a one-time (repeatable every few years perhaps)
        reconstruction of one's life to have the life you love and the happiness you want.

        Optional use:  For a quicker initial start, you would want to use the abbreviated format,
             integrating it later into a bigger one:   Medium Brief Plan Workbook/Forms

    Complete Long Term Planning Notebooks (Supplemental to Life Plan and the forms are usable
         in the Life Plan)

    Long Term Planning Notebook - Contents plus forms for longer term planning.
          Medium Brief Plan Workbook/Forms - An abbreviated optional format which can be
              re-integrated into a bigger one, or cut to a smaller one.
          Business Plan Outline - From Busplans.com, recommended software. 
          Components Of Any Plan - These are the standard components that will fit any objective or
              situation.

BY INDIVIDUAL FORM - Includes some forms not in the notebooks.


    FORMS BY NUMBER AND NAME - LISTING - All the forms which are either not in the current
        year or long term planning notebooks or are usable in general.

    MASTER LISTING OF PLANNING/TIME FORMS - SORTABLE - In numerical order, by subject, 
        for easier reference and use, with links to the forms.
        


"IF I WANT TO LIVE AN EFFECTIVE LIFE,
I MUST KNOW EXACTLY WHAT I WANT."


LIFEPLANS: CONSTRUCTING THE LIFE I LOVE

   Click to go to:   MY LIFE PLAN, LIFE I LOVE NOTEBOOK 


LIFEPLANSFORMS TO USE, IN GENERAL - Suitable for short or long term
    planning.  Go here to access some forms not linked in the table of contents in short or long
    term planning sections.  See also, in a document, with links, the Master List of Forms.

        003       Assignments/To Do - Listing/Tracking   
        006       Daily Action Plan Booklet 
        025-10  Day I Want To Create - Daily To Do Form
        025-30  Two Month, Month by Day, and 12 month forms - blank forms
        044       Quarterly Plan - The overall format and links to individual forms to use 
        044           90 Day Game Plan - Part of the quarterly plan, planning income, days off, projects,
                           improvements, etc.
                        Top Income Generator Tracking - Use this or a computer system to implement the
                           strategy and tracking.
        105-70   Key Challenges - Should be revisited quarterly.  Focussing on key challenges is one of
                        the most productive planning actions you can take. 
        105-70   Challenges - 20 Ideas From Self Brainstorming.htm (in 15 minutes)
        105-81   Mission and Key Supporting Goals  
        105-82   Goal Form, One Page, Including Action Steps  
        105-82   Goal Form, Three Pages, Including benefits, costs, skills, resources,obstacles 
        105-84   Outcome Goal For A Process, For an outcome based on a controllable activity or
                       process to get to the goal
        105-87   Projects, Tasks Timeline Planning Form 
        105-88   Possibilities and Actions Around A Particular Area - Letting go and creating new
                       possibilities outside your normal mode of operation
        105-90   GOAL MODULES
                         Overall Goals And Intentions For My Life 
                         Financial Goals   
                         Material and Fun Goals  
                         Personal Mastery Goals       
                         Physical Goals    
                         Productivity and Time Management Goals   
                         Psychological/Spirit Goals      
                         Relationship Goals       
        106-34   Vision: A Letter to My Child To Be   
        116-60   Activities and The Values Assigned to Them  
        551-10   Medium Brief Plan Workbook  Mission, Goals List, Steps, etc.   

LIFEPLAN - CURRENT YEAR NOTEBOOK (See also Operating Notebook on Site Map IV)

           TABLE OF CONTENTS (For items not linked below, go to General Forms to Use section)

(F)  PL22-40   Year By Month Overview - To plan key events/goals by month, at a glance  
      PL25        Standard schedules - See also Operating Notebook for less than a year
(F)  PL52       Overview Of The Year - Complete by area of life, this past year or goals for this year.    
      PL112      Dreams (For the year, see MeBook for complete list - ME 112-10))     
      PL140      Obstacles, Barriers, Improvements Needed (From the prior year), longer term ones
                        would be in the long term plan - see that section at Long Term Notebook, PL140)
      PL143      Messes to clean up
      PL145      System improvements to make
(F)  PL213      Current year goals - master list    
      PL141      Actual obstacles
      PL216      Learning program
      PL216-10 Master Learning Plans
      PL216-12 Life Management Learning Plan
      PL218-40 Time tallies
      PL250      Monitoring, Evaluation of Prior Period
      PL255-10 Progress and What's Been Achieved
      PL300     Goals by area (see master table of contents)
   
Recommended book:  See description of Simple Steps to Impossible Dreams, Steven K. Scott. 

LIFEPLAN - LONG TERM NOTEBOOK  See the AboutMeBook for some items that could be included in the long term notebook but are actually things "about me."  You can include them in whichever you choose.  Set this notebook up for use, but fill in the most important pieces first.

          MEDIAN BRIEF PLAN WORKBOOK/FORMS 

               Try this version first if you would prefer a smaller version and then add the rest of the long
               term plan.  Planning is one of the very best, most effective tools for living a better life!!! 

          TABLE OF CONTENTS, LONG TERM PLAN (For items not linked below, go to General
               Forms.) Print the table of contents and then insert it in your notebook. 
               Print these forms and insert them as forms to use in your long term and/or save these
               forms in your word files.  You can fill these forms in using your word processor.  Organize
               your word files by going to save or open a file and press the icon for a new folder, label the
               folder "Planning" and then you may also wish to create another folder called
               "LongTermPlan", inserting the downloaded documents in that section.       

          BEGIN WITH:
                   
                    THE DREAMBOOK,
                    THE UNLIMITED DREAMS LIST,
                    MY IDEAL LIFE WORKBOOK  

(F) PL101-10   Key Life Goals  
(F) PL101-15   Life Plan Year By Year     
(F) PL101-20   Where Am I Relative To Where I Want To Be?  
     PL105-02  Areas of Life Around Which To Set Goals 
(F) PL105-10   Master List of Goals  
(F) PL105-82   Goal Form, Three Page, More Complete Planning  
(F) PL105-82   Goal Sheet, One Page, Including Action Steps     
(F) PL105-83   Milestone For A Goal, Milestone (sub-goals), dates to achieve, etc.    
     PL105-85   Examples of Some Goals   
(F) PL106-90   My Roles In Life - Defining And Operating With Them   
(F) PL112       UNLIMITED DREAMS LIST        
(F) PL114       MY IDEAL LIFE WORKBOOK (Here or in About Me Notebook)
(F) PL140       Master List Of Obstacles, Barriers, Items To Improve     
     PL216       Learning Plans (See inserts in current plan)
(F) PL290-21  Forms for Goals(relative to mission),Steps, Obstacles                        
(F) PL300-20  Life Management Goals 
(F) PL403       Psychological Goals   
(F) PL404       Commitment To Develop Right Thinking    
(F) PL550-05  Productivity and Time Management Goals   
(F) PL600-20  Relationship Goals - Partner, Family 
(F) PL700-10  Social and Community Goals   
(F) PL751       Physical Goals & Checklist of Benefits, Practices     
(F) PL751-20  Forms Packet - Physical Goals, Current Information - A complete questionnaire,
                     taking you through all aspects of the physical, including medical information,
                     addictions, etc.   
(F) PL753       Long Term Physical Health Measures Tracking/Monitoring Form                     
(F) PL800-05   Material/Fun Goals  
(F) PL800-06   Financial Goals    
(F) PL855      Defining My Job Responsibilities   

                                                                                                                    BACK TO TOP



THE PLANNING NOTEBOOKS AND SYSTEMS
THE KEY TO FOCUSING YOUR ENERGIES TO OBTAIN WHAT YOU WANT

LINKS TO ALL THE LIFEBOOKS
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WORD DOCUMENTS
If they do not appear with footnotes, then place cursor on the footnote number to see the contents or go to "print layout".
WORD DOCUMENTS
If they do not appear with footnotes, then place cursor on the footnote number to see the contents or go to "print layout".
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PLANNING SECTION CONTENTS/LINKS

Use this for overview and easy linking.
"IF I WANT TO LIVE AN EFFECTIVE LIFE,
I MUST KNOW EXACTLY WHAT I WANT."
WORD DOCUMENTS
If they do not appear with footnotes, then place cursor on the footnote number to see the contents or go to "print layout".
WORD DOCUMENTS
If they do not appear with footnotes, then place cursor on the footnote number to see the contents or go to "print layout".
WORD DOCUMENTS
If they do not appear with footnotes, then place cursor on the footnote number to see the contents or go to "print layout".