Personal Productivity Template
-------------------------------------------------------------
1 Process
-------------------------------------------------------------
1.1 A. Plan The Week
1.1.1 Schedule & Prioritize
1.1.1.1 Focus on key things you want to accomplish
1.1.1.2 Be open to moving action items to the top of the list for the following day if there's no time that day
1.1.1.3 Go in to work 30 minutes early to catch up on e-mail and have time to meet with team members throughout the day
1.1.1.4 Focus on goals--cut out unnecessary distractions (TV)
1.2 B. Evaluate the Week
1.2.1 What goals did I accomplish?
1.2.2 How did I accomplish my goals?
1.2.3 Did I focus too much on my goals and miss some other opportunities?
1.2.4 What goals was I unable to achieve?
1.2.5 What did I learn this week overall?
-------------------------------------------------------------
2 Personal Vision / Mission
-------------------------------------------------------------
2.1 Vision
2.1.1 What's most important in your life?
2.1.1.1 Wife and children (family)
2.1.1.2 Treating people with respect
2.1.1.3 Living life to its fullest
2.1.2 What fulfills you?
2.1.2.1 Working hard
2.1.2.2 Accomplishing goals
2.1.2.3 Being part of a team
2.1.3 What do you want to be and what do you want to accomplish?
2.1.3.1 Contribute to society
2.1.3.2 Keep learning and growing
2.1.3.3 Live life with integrity
2.2 Mission
2.2.1 Mission statement
2.2.1.1 Strive to be a good father and husband above all else. Everything will fall in line if I abide by that concept, whether it's an individual goal or a professional goal.
-------------------------------------------------------------
3 Long-term Goals
-------------------------------------------------------------
3.1 Husband
3.1.1 Learning to be a better listener
3.1.2 Not to be reactive when hearing criticism
3.2 Father
3.2.1 Provide emotional support
3.2.2 To be a positive role model
3.3 Manager
3.3.1 Become regional sales leader within two years
3.3.2 To improve my relationship with my staff and learn how to help them reach their potential
3.4 Individual
3.4.1 Run in a half marathon by the end of the summer
3.4.2 Learn how to eat healthier
-------------------------------------------------------------
4 Week's
Roles / Goals
-------------------------------------------------------------
4.1 Husband
4.1.1 Take Amy out to dinner for anniversary on Friday
4.1.2 Offer to take care of children on Sunday to give Amy time to meet with her sister
4.1.3 Attend Sara's play
4.1.4 Play soccer with Jason
4.2 Father
4.2.1 Take kids to ball game?
4.2.2 Spend at least 1 hour with children playing, reading and listening each day.
4.3 Manager
4.3.1 Create sales team goals for the quarter
4.3.2 Complete personal reviews for each sales team member
4.3.3 Meet with each team member during the week for at least 15 minutes to discuss progress and road blocks
4.4 Individual
4.4.1 Run 3x this week and finish the week with a 5 mile run!
4.4.2 Lift weights at least twice a week.
4.4.3 Research mutual funds
-------------------------------------------------------------
5 My Week
September 7th
-------------------------------------------------------------
5.1 Monday
5.1.1 7 AM-
5.1.1.1 Run 3 miles at City College before work
5.1.1.1.1 Make sure to stretch before and after
5.1.2 8 AM
5.1.3 9 AM
5.1.3.1 Call babysitter to setup time to watch the kids on Friday after the play
5.1.4 10 AM
5.1.5 11 AM
5.1.5.1 Sales Team Meeting about referrals
5.1.6 12 PM
5.1.6.1 Lunch with CEO
5.1.7 1 PM
5.1.8 2 PM
5.1.8.1 Call with team in New York about setting up a national sales meeting either in New York or Los Angeles
5.1.9 3 PM
5.1.10 4 PM
5.1.11 5 PM
5.1.12 6 PM+
5.1.12.1 Take family out to dinner or order in
5.1.12.2 Pickup Sara from rehearsal
5.1.12.3 Help kids with homework
5.2 Tuesday
5.2.1 7 AM-
5.2.1.1 Lift weights before work
5.2.2 8 AM
5.2.3 9 AM
5.2.4 10 AM
5.2.5 11 AM
5.2.6 12 PM
5.2.6.1 Lunch with Sales Team member, Fred McCarthy, at office
5.2.7 1 PM
5.2.8 2 PM
5.2.8.1 Have secretary follow up with Jeff Franklin, setup new interview time
5.2.9 3 PM
5.2.9.1 Discuss quotas for new sales team members with Sales President
5.2.10 4 PM
5.2.11 5 PM
5.2.12 6 PM+
5.2.12.1 Talk over bills and budget with Amy
5.2.12.2 Make dinner
5.2.12.3 Help kids with homework
5.3 Wednesday
5.3.1 7 AM-
5.3.1.1 Run 3 miles at City College before work
5.3.2 8 AM
5.3.3 9 AM
5.3.3.1 Drop car off at the mechanics
5.3.3.1.1 Take subway to work or see if Amy can take me
5.3.4 10 AM
5.3.5 11 AM
5.3.6 12 PM
5.3.6.1 Lunch with new sales team members
5.3.7 1 PM
5.3.8 2 PM
5.3.9 3 PM
5.3.9.1 Meeting with Marketing Solutions Lead
5.3.10 4 PM
5.3.10.1 Pickup car from the mechanics
5.3.11 5 PM
5.3.11.1 Take Jason to soccer practice
5.3.11.2 Watch practice if possible
5.3.11.2.1 Call Tim to setup meeting in San Diego next week
5.3.12 6 PM+
5.3.12.1 Mail DVDs back to Netflix
5.4 Thursday
5.4.1 7 AM-
5.4.2 8 AM
5.4.3 9 AM
5.4.3.1 Call travel agent to see about planning vacation
5.4.4 10 AM
5.4.5 11 AM
5.4.5.1 Lunch with Amy
5.4.6 12 PM
5.4.7 1 PM
5.4.8 2 PM
5.4.8.1 Complete Reviews Draft
5.4.9 3 PM
5.4.9.1 Research mutual funds
5.4.9.1.1 All Files
and Folders
ein test 5.4.9.1.1.1 Mutual Fund.docx
5.4.10 4 PM
5.4.10.1 Meeting with accountant
5.4.10.1.1 Ask about new stocks or IPO opportunities
5.4.11 5 PM
5.4.12 6 PM+
5.4.12.1 Attend baseball game with Fred - take Jason if he doesn't have homework or soccer practice
5.5 Friday
5.5.1 7 AM-
5.5.2 8 AM
5.5.2.1 Review materials from accountant--new stocks
5.5.2.1.1 Follow up with accountant about new mutual fund--make a decision
5.5.3 9 AM
5.5.4 10 AM
5.5.5 11 AM
5.5.6 12 PM
5.5.7 1 PM
5.5.7.1 Dentist appointment
5.5.8 2 PM
5.5.9 3 PM
5.5.10 4 PM
5.5.10.1 Set dinner reservation
5.5.11 5 PM
5.5.11.1 Leave work early to pick up flowers
5.5.12 6 PM+
5.5.12.1 Sara's play at the Franklin Theatre
5.5.12.2 Take Amy out to dinner for anniversary on Friday
5.6 Saturday
5.6.1 7 AM-
5.6.1.1 Lift weights at the gym with Steve
5.6.1.1.1 Ride stationary bike if there's time
5.6.1.1.2 Talk with personal trainer about setting up once a week session
5.6.2 8 AM
5.6.3 9 AM
5.6.4 10 AM
5.6.4.1 Go to Jason's soccer game at Lincoln High school
5.6.5 11 AM
5.6.6 12 PM
5.6.7 1 PM
5.6.7.1 Visit grand parents in Forest Hills
5.6.8 2 PM
5.6.9 3 PM
5.6.10 4 PM
5.6.11 5 PM
5.6.11.1 Go grocery shopping for the week
5.6.11.1.1 Get list from Amy
5.6.12 6 PM+
5.6.12.1 Stop by at Jim & Nancy's for dinner and to watch some of the baseball game
5.7 Sunday
5.7.1 7 AM-
5.7.2 8 AM
5.7.3 9 AM
5.7.4 10 AM
5.7.4.1 5 mile run to finish out the week
5.7.5 11 AM
5.7.6 12 PM
5.7.7 1 PM
5.7.8 2 PM
5.7.9 3 PM
5.7.9.1 Play soccer with Jason
5.7.10 4 PM
5.7.11 5 PM
5.7.11.1 Attend Sunday evening mass
5.7.12 6 PM+
5.7.12.1 Set aside an hour to plan for next week
5.7.12.1.1 Also review long term goals and mission
5.7.12.1.2 Watch kids for the evening
5.8 This Week's Action Items
5.8.1 Try to pickup kids after work
5.8.2 Give overview of sales goals to new team members
5.8.3 Follow up with accountant about new stocks
5.8.4 Arrange sales call with team in New York, to setup a meeting time for the group
5.8.5 Look into organizing a family vacation
5.8.6 Visit parents this week
5.8.7 Talk with personal trainer about setting up a time
|
| |