Date

Priorities: Batched Items:(To Do) (Activities

To Do In Groups)

Projects: Time Wasters:(Not To Do)

Schedule:

6:00 AM 1:00 PM

6:30 AM 1:30 PM

7:00 AM 2:00 PM

7:30 AM 2:30 PM

8:00 AM 3:00 PM

8:30 AM 3:30 PM

9:00 AM 4:00 PM

9:30 AM 4:30 PM

10:00 AM 5:00 PM

10:30 AM 5:30 PM

11:00 AM 6:00 PM

11:30 AM 6:30 PM

12:00 PM 7:00 PM

12:30 PM 7:30 PM

5 Minute Notes:

List:

End of Day Review

What Worked: What Didn't:

Productivity Ideas:

Daily Goals 1 Year Goals

Weekly Goals

Monthly Goals 5 Year Goals

Today This Month

This Week

Longterm

This Year

Tips:

This will not be easy learning to become pro-active vs. reactive

You need to change your behavior which takes 30 days before it will become a habit

Just reviewing your goals and accomplishments every morning will make a huge difference

Over time you will find that the 15 minutes in the morning and afternoon returns hours

Once you finish your review do a save as and name the spreadsheet tomorrows date

Now you have your planning workbook ready to be utilized the following morning

This also gives a workbook for everyday which is excellent for timely reviews for yourself

or with your manager

1) Click on the goals tab and fill in what you want to accomplish in each time frame

Start with your 5 year goals and work backwards

Daily: Diet, Take vitamins, Drink 10 glasses of water, etc., Prospect, Etc.

Weekly: Workout, Read, Praise Subordinates, Etc.

Monthly: Number of contacts, closings, meetings, Etc.

1 Year: At the end of the year what do you need to accomplish to consider it a

success

5 Year: Where to you want to be in 5 years

2) Every morning before you start your day click on the accomplishments tab and review them

Next before you start your day click on the goals tab and review them

Now click on the daily blueprint tab and fill it on from top to bottom

Any items that don't relate to one of your goals get rid of

Priorities: Your priorities for the day

Projects: Projects you need to keep in front of you

Batched Items: Tasks you can combine to avoid interruptions, (email, phone calls, etc.)

Time Wasters: Small talk, errands, losing focus, anything that interrupts your daily plan

5 Minute List: Items you can accomplish in a couple minutes, when you find extra time

Notes: A place to jot down items you don't want to forget

What Worked: When you review at the end of the day what worked well

What Didn't: When you review at the end of the day what didn't work