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Daily or Weekly Strategic Planning

It’s that time of the year when we’re all looking for ways to get organized and hopefully, stay organized. If you’re like me you’ve reviewed and used many different planners over the years and each year find that there’s still something missing. As much as you try organization seems to wane once we get busy and somewhere about April or May it seems to be thrown out the window.

Last year I took a hard look at what the issues were for me in keeping up with the daily strategic plan. And, guess what that’s the issue – daily planning. No matter how hard I try to plan my day to get things accomplished something pops up and takes precedent. I can never complete my “to do” list for the day and was constantly flipping back and forth through the pages of the planner to figure out what needed to be done next. The one thing I did notice is that by the end of the week I had gotten everything done.

So, here’s my solution. Instead of a daily planner I set up a weekly planner. Each week I sit done and plan out what needs to be done and prioritize the tasks. Then as I go through the week I can see, on one page what needs to be done. The other issue was I needed to separate the tasks into categories. I have general business tasks, large client tasks, social media, and project work. These are all ongoing items each week. So, I set goals for each area and separated the page accordingly.

My planner is very customized for my business and work schedule. Attached is a copy of the generic form I used and maybe you can customize it to fit your strategic plan.

I do know this –

Every day will have a saboteur that will take over,

but every week I can get it all accomplished.

It’s a nice feeling to walk out of my office on Friday evening and know that I accomplished it all.

Now it’s your turn to go out – set yourself specific goals – and make a plan.

Click Here to download a copy of my Weekly Strategic Planner

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