This video helps you explain why quarterly planning is more effective than daily or weekly planning. You can learn to plan for the bigger picture and not get caught up in constant planning.
- Occasionally people are surprised when they find … that I don't recommend that you do planning … on a daily or weekly basis. … Part of the reason for that is that I recommend … that you're processing consistently weekly. … That means that you're taking all the items … that you have to deal with and deciding what, when, where. … If you're doing that, … if you're processing on a consistent basis, … your schedule is probably already full. … At least a couple of weeks out if not a month or two. … So does that mean that planning as no value at all? … Well I believe that it has value … if we do it in the bigger picture. … For instance, quarterly. … That means that every three months we want to sit down … and establish the new things that we're going to accomplish, … make commitments to them, and then schedule some time … to work on it in our calendar. … So step one of this quarterly planning session … is to review our targets for the quarter. … A target is something that you want to accomplish …
- List one recommended tip to help schedule appointments more efficiently.
- Explain the benefits of delegating repetitive tasks.
- Identify how to estimate the length of a task.
- Recall a useful way to help focus your weekly planning.