Daily Planner
This notebook is a combination note book, daily and weekly project planner, habit development tool, to-do list, and goal setting document.
From my experience, personal organization is highly personal and customized. Having read a tried a number of the top techniques for organizing your day - from pomodoro to batching to deep work flow - there are pieces of each that I liked and pieces of each that simply did not work for me. Each of those techniques are thoroughly developed and work well, and I would encourage you to check them out. For me, this is what I have found to work best. Let me describe the key features of this layout.
The Week's Plan
- Focus Goals / Themes - A summary statement to easily keep top of mind for key focus areas, enabling easy and quick prioritization at any moment. If work for that project does not align with the theme, you should reprioritize.
- Daily Breakout - Planning is essential and these breakouts help you look ahead for the week and roughly scope out what all you can get done and when.
- Habit Development Focus - Small wins compounded over team can lead to big results. The challenge is keeping the habit development of those small items top of mind. Put your current priority here.
- Weekly Review - Look back on the week at the end. What went well that you should continue to do? Where did things go wrong and how could you adjust in the future to fix that? Reflection is a valuable exercise.
The Day's Plan
- One Big Thing - What is the one thing to do today that, if everything else goes wrong, would still make today a success?
- Time Blocks - Again, planning is essential. No day goes according to plan, but time boxing can help keep you on task and also keep you realistic on what all you can actually achieve in the day. I am most productive when I take the time to do this exercise.
- Focus Priority - From your weekly planner, what are the things for each project that you had planned to tackle today. Bring it top of mind.
- New Follow-Ups - New tasks and requests come up throughout the day, you can track them here.
- Daily Review - Again, reflection is a valuable exercise. Look back and ask yourself what could have made today go better. Bonus points if you add in a gratitude.
- Date - Every page includes a place to put the date. It only takes 3 seconds but can save you hour of scouring for notes. Just a little hack for you to enjoy.
- Notes - I like a dot-grid for taking notes, so every day gets a grid page for you to use.
I've designed 3 editions of the notebook:
- NOTES (Expanded) - This is what I use. Each day gets two pages, one for planning and one for note-taking. It also has an additional section for tracking new follow-ups that happen throughout the day.
- NOTES (Condensed) - The condensed version uses one page per day, with a consolidated notes section to make the book a little smaller and a little more condensed.
- NOTES (Curt's Edition) - A custom edition for the founder of UpRight Growth Company and my partner in business building, Curtis Correll. Curt's Edition is customized to the subtle differences between our work rhythms.
This is the system that works best for me. No promises, but I hope it works for you too. Enjoy.