THE CURRENT OPERATING BOOK
This is designed to supplement other systems by having easy reference pages and sections for your daily operating needs. In the Table of Contents are sections and subsections designed so you'll have a place for everything. While some of the same forms could be in other notebooks, they would be brought into this one whenever they are useful for more current referenceability.
Note that it is vital to your productivity to do at least weekly planning.
LINKS TO THE TWO SECTIONS:
DAILY PLANNING DAILY FORMS
MONTHLY PLANNING MONTH FORMS
QUARTERLY PLANNING QUARTER FORMS
YEARLY PLANNING YEAR FORMS SEE ANNUAL PLAN NOTEBOOK
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(Being revised and completed, but useable now.)
NOTEBOOK
TABLE OF CONTENTS AND ORGANIZATION
This section puts this in order so you can use it easily and effectively.
Organizing the at-your-finger-tips filing system.
Table of Contents for the Notebook Format - This can be used flexibly, e.g. the filing system
can be a part of it, just in a separate location from the notebook, where the less-often-
referred-to items may be kept. Always put a printed copy of the Table of Contents at the front of
the notebook.
Blank forms - It is best to keep extra blank forms if you fill them out off the computer, so that they
are easily accessed. Labelled by form name and number in a section you coulc call
something like Operating Time Forms.
Labelled dividers - Since this is a notebook which would be used frequently, I prefer the labeled
dividers, with the abbreviated name and the numbers shown on the tab, very neatly done though.
THE FORMS
OP10 DAILY TIME MANAGEMENT
Daily Action Plan (Some people use the computer. I currently use Outlook,
though it often is helpful to use a daily sheet once in a while. I post to my
schedule from the Week By Week Planning Overview, under schedules, below.
you want to track targeted habits, practices, results over a period of time to see
how you are doing.
OP20 TRACKING AND TO DO'S, TASK MANAGEMENT
Current
all the to dos and tracks when they are due and the estimated hours.
This can also be done on Outlook or a similar task management software.
I put the task types, categories (see next item) stapled onto the inside of the
task section dividers. I divide the to do's that are printed out into two dividers:
scheduled tasks and master (unscheduled) tasks, as those are the two
printouts from Outlook.
Organization systems for to do's
to do's, one can sort by type of task and/or the area it is in. This is
a copy of the abbreviations I use to identify the areas for sorting.
Longer term
puts down the areas and subjects one wants to achieve mastery in, preferably
rated quarterly but sometimes done yearly.
OP 30 PERIOD PLANNING AND REVIEW CHECKLISTS
Daily
Simple one-page, with time slots, beauty and aliveness to dos, musts and "good
to do" slots for to dos, spot for goals, and "what would make this day warm
Complete daily monitoring sheets you use, see monitoring/tracking, below.
Weekly
Upcoming Week planning - For the weekly overview, pulls from the longer week
by week planning done on a quarterly or monthly basis.
remind me. I staple it to the back of the divider, so I can use it while
looking at my weekly planning forms.
preformatted planner.
Roles And Key Functions
each week and/or month. Has an explanation of the roles we fulfill, plus
examples.
of how one is filled out. I keep it in back of the weekly planning section,
as I use it in my weekly planning.
Quarterly
OP31D1 90 Day Game Plan - An essential planning tool to pull it all together and to get a
bigger perspective to manage things for an easier, more effective life.
OP40 MONITORING, TRACKING (See also monitoring sheets in each section for an area)
Daily Monitoring Sheet (For a month) - Habits, Practice, Results, Etc. - Blank
form for your use as you wish. Some people will keep this by the bedside or
posted on the bathroom mirror, to be reminded to fill it out regularly.
Physical Fitness And Time Planning Weekly Daily Monitoring Sheet - Track and
get "points" for each physical exercise or nutrition thing you did plus for your
daily planning of your time.
exercise and nutrition for each day or for each week.
OP50 SCHEDULES
Current Week
A.M, afternoon, and evening (for overall easier planning). I often use the latter to
set up the overall idea and then use Outlook to enter the specific scheduling so
that I am in control of my week and not operating randomly and/or by impulse
(which I can fall easilty into!).
(5 to 1) you did on each ritual, such as meditation, exercise, daily reminders
notebook.
Week - My Standard Week - Copy of one's standard week, for reference while
might want to use color coding by the type of activity.
Contains:
Project priority list forms - Second alternative offered allows for allocation of
hours across the weeks in the upcoming 13 weeks (or shorter)
Allocation of project time by day over 13 weeks is useful also
Examples of filled in forms
More Than One Week
planning form.
Contains:
On one page, daily blocks for two months for overview planning.
One page overview for the year, with 12 boxes for the months
One-page form, for the 31 days of the month, to list out what to do each
day.
Projects planning
put an x or the hours in the week to be worked on, as a master overview sheet.
FOR REFERENCE RELATED TO ACTIVITIES OR SUBJECT
OP70 FOR MEETINGS - By meeting type
OP80 QUIKNOTES (transfer later or keep the notes here, divided by subject)
OP90 QUIKREFERENCE - Use as a sub-number (e.g. 473) the section reference
number for that subject: "90-473"
OP216 LEARNING
OP400 PSYCHOLOGICAL MANAGEMENT - In addition, you can make notes on items to work on.
Affirmations (See Reminders Notebook for major sections.)
Up, Creating It
Rewards
Pleasant experiences
OP750 PHYSICAL
exercise and nutrition for each day or for each week.
Exercise
Stretching
Food, nutrition - Supplements list, nutrition principles summary, my commitment, my program
MATERIAL, FINANCIAL
Clothes
RELATIONSHIPS
Spouse criteria
