Expert Answer:Weekly Planner

  

Solved by verified expert:In this class we are are studying the book: The 7 Habits of Highly Effective PeopleNow we are starting building Weekly Planner.Question: Use the planning form to plan your next week, Week 10. Disregard the section on Sharpen the Saw this week. We will learn about that in the coming week. You will need to enter your information directly into the form on your computer. You will need to reduce the font size to about 8.Please do:1) Read the Planner Guidance2) Read Weekly Planner Examples (3 example)3) Use Weekly Planner Form to do the assignment
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1. Connect to Mission: Write or Summarize PMS
Weekly Planner
Six Step Planning Method
1. Connect to Mission
2. Review Roles
3. Identify Goals
For the Week of:
February 27-March 5
DONE
Sharpen the Saw Goals
Physical: Work out at least 5 times
Mental: Keep up with school work
Spiritual: Church on Sunday
Social: Go out with friends at least once
Role 1: Daughter
Q2 Goal: Ask Momma to lunch and
pay for her meal. Cook a meal at home
for Daddy
Role 2: Sister
Q2 Goal: Set aside some time to help
Jeremy with any troubling schoolwork
Mon 27
Wed 1
Thu 2
Fri 3
Sat 4
Sun 5
6
Go to Gym
Work out
7
Go to Gym
Work out
Go to Gym
Work out
8
9
Psy 101 Class
Psy 101 Class
Psy 101 Test # 3
Church
10
Help with lab
setup
Lss 300 read
chapter for week 8
Lss 300 watch
videos for week 8
Lss 300 make
initial post to DB
Lss 300 make
responses to DB
11
Take Jeremy to
lunch
Bio 300 laboratory
workstudy
Meet Sarah at BK
for study session
Bio 300 laboratory
workstudy
Take Jeremy to
lunch
12
Meet KZ for ILL
and term paper
Bio 488 research
class time
Begin work on Psy
101 paper
Bio 488 research
class time
Bio 401 Class
Lunch date with
Momma
Bio 401 Test # 2
Lunch date with
Momma?
Bio 401 Lab
Mat 114 class
1
Role 3: Student
Q2 Goal: Set aside time to study for
my midterm tests later this week.
Begin researching my Psy term paper
Tue 28
4. OrganizeWeekly
5. Daily Integrity
6. Evaluate
2
Give Jeremy a ride
home
3
Wash Car
Work or finish Psy
101 paper for after
SB
Bio 401 class
Mat 114 class
Go to Gym
Work out
Give Jeremy a ride
home
Lss 300 finish and
submit wk 8 paper
Go to Gym
Work out
4
Role 4: Friend
Q2 Goal: Get together with Sarah to
study together for our Biology
midterm
Study for Bio 401
test
5
6
Work with Jeremy
on school
7
Role 5: Work-study
Q2 Goal: Set aside time to help Dr.
Brookman set up the lab practical
8
Study for Bio 401
test
Study for Psy 101
test
Cook family
dinner for Daddy
Work with Jeremy
on school
Family Time
Clean apartment
and do laundry
Work with Jeremy
on school
Go out with
friends
Go out with
friends
Family Time
9
Pay bills and
balance checkbook
10
Work on tax return
Go to Gym
Work out
Lss 300 begin
week 8 paper
Work on tax return
Lss 300 do weekly
planning
1. Connect to Mission: Write or Summarize PMS
Weekly Planner
Six Step Planning Method
For the Week of:
_______________________
Sharpen the Saw Goals
Physical:
Mental:
Spiritual:
Social:
6
Role 1:
Q2 Goal:
8
Mon
7
9
10
Role 2:
Q2 Goal:
11
12
1
Role 3:
Q2 Goal:
2
3
4
Role 4:
Q2 Goal:
5
6
7
Role 5:
Q2 Goal:
8
9
10
Tue
Wed
Thu
1. Connect to Mission
2. Review Roles
3. Identify Goals
Fri
Sat
4. Organize Weekly
5. Daily Integrity
6. Evaluate
Sun
1. Connect to Mission: Write or Summarize PMS




My values and spiritual development come first;
maintain a positive attitude.
Heather and my relationship and communication; a
good father to Kaylee; a good family member.
Continue my education; professional development and
financial management.
Citizenship and community service
Sharpen the Saw Goals
Physical: Workout 2 times.
Mental: Stay consistent in studies.
Spiritual: 2 Hours Personal Reflection
Social:. Dinner with Heather’s Friend.
Role 1:Husband/Father/Son/Brother
Q2 Goal: Have dinner with the future
in-laws. Call Kaylee at least 2 times.
Call Becky and Mom.
5
6
7
8
9
Role 2: Friend
Q2 Goal: Call Mr. Scott and let him
discuss the problems he is facing at
the high school. Let him know I
appreciate his help.
Role 3: Student
Q2 Goal: Work ahead on IPE
readings. Meet with internship
manager to discuss the way ahead.
Role 4: Professional
Q2 Goal: Complete the define phase
of the DMAIC. Complete the course
of action list for my supervisor.
Apply for a job in MI with TACOM.
Role 5: Community Member
Q2 Goal: Ensure that co-workers are
aware of the numerous programs that
our charity drive will support.
4
5
6
7
8
9
______22-28 Oct______
Wed OCT 24
Thu OCT 25
Commute/Work
Read 7 Habits
Check E-mail,
Validate Noms
Coordinate CFC
Commute/Work
Read IPE
Check E-mail,
Validate Noms
Coordinate CFC
Commute/Work
Read 7 Habits
Check E-mail,
Validate Noms
Coordinate CFC
Commute/Work
Read IPE
Check E-mail,
Validate Noms
Coordinate CFC
EO Imp. Strategy
Lean Six Project
Development
Lunch w/
coworkers
Lean Six Meeting
Summarize
Meeting
Lunch w/
coworkers
Training Review
Internship
Meet w/ Manager
Internship
Check E-mail,
Validate Noms
Commute
Call Mom
Walk/Run with
Heather.
Dinner
Personal
Reflection
4. Organize Weekly
5. Daily Integrity
6. Evaluate
Fri OCT 26
Sat OCT 27
Sun OCT 28
Florist
Baker
Visit Heather’s
Ailing Grandpa
Chair Covers
Baker
Baker
Florist
Baker
.
Standards
Development
Turn-In CFC
Fund$
Lean Six Meeting
1
3
1. Connect to Mission
2. Review Roles
3. Identify Goals
Tue OCT 23
11
2
Six Step Planning Method
For the Week of:
Mon OCT 22
10
12
Weekly Planner
Lunch w/
coworkers
Internship
Check E-mail,
Validate Noms
Commute
Call Kaylee
Dinner
Check E-mail,
Validate Noms
Commute
Call Becky
Gym
E-mail about
TACOM Job
LSS 300
Dinner
IPE / Internship
Homework
Pack for MI Trip
Finalize Define
Phase
Lunch w/
coworkers
Course of Action
Development
Course of Action
Development
Check E-mail,
Validate Noms
Commute
Call Kaylee
Florist
Dinner
Flight To
Michigan
P/U Rental Car
Flight to DC
Dinner with
Heather’s Family
Dinner with
Heather’s Friends
Go out with
Heather’s Friends
Personal
Reflection
Weekly Planner
Call Mr. Scott
1. Connect to Mission: Write or Summarize PMS
Role 1: STUDENT
Q2 Goal: Meet with the new
internship director for Resorts to
discuss Summer 07’s possibilities, and
see Mr. Meeske about my Summer 06
resort book
Role 2: PARISHIONER
Q2 Goal: Meet with my RCIA sponsor
and go to lunch with her
Role 3: FRIEND
Q2 Goal: AEROSMITH & MOTLEY
CRUE CONCERT WITH JACKIE!
Mon 23
9
10
11
12
Role 5: GIRLFRIEND
Q2 Goal: Go to James Madison
University in VA with Willy to visit
his friend on the golf team
Tue 24


CSC Class
3
4
5
Leave for
Concert
Meet with
Monica
Meet with Mr.
Meeske


8
9
10
11
12
1
Fri 27
4. Organize Weekly
5. Daily Integrity
6. Evaluate
Sat 28
Sun 29
Leave for
University
Lunch
2
6
Thu 26
Mgmt/Org
Class
Religion and
Science Class
1
Wed 25
Mgmt/Org
Class
College Algebra
Class
Bookstore/Lunch
Call Mom
7
Role 4: DAUGHTER
Q2 Goal: Call mother at work to see
how her day is going
1. Connect to Mission
2. Review Roles
3. Identify Goals
For the Week of:
October 23-29
Done
Sharpen the Saw Goals
Physical:
Mental:
Spiritual: RCIA, Rosary & Mass
Social: Aerosmith Concert
Six Step Planning Method
Weekly Planner
Alltel Gates
Open
Dinner at the
concert
Motley Crue
Aerosmith
|
|
|
|

College Algebra
Class
Call Mom
Religion and
Science Class

College Algebra
Class
Call Mom
/Lunch
CSC Class
Laundry
CSC Class
Lunch with Miss
Carole
Daily Rosary
|
|
Daily Rosary

Dinner
Pack for JMU
Religion and
Film Night Class
|
|
|
|
|
|
|
|
|
MASS
Dinner
Dinner
RCIA
Dinner
College Algebra
Homework
Leadership
Reading &
Writing
Mgmt/Org
Homework
Altar Rosary
Society
Leadership
Discussion
Board


Drive home
Midnight snack
Return from
University
Leadership DB
Responses

BED
BED
BED
BED
BED
BED
BED
Guidance for the Weekly Planner
The Weekly Planner is a form designed to implement the principles of effective personal
management contained in Habit 3, Put First Things First. It provides a way for you to live your
mission statement. It integrates all of your activities: those valuable Quadrant II (Q2) activities
that are important but not urgent, your routine commitments, and the normal “to do” items we all
deal with.
Our reading and video material explain the Weekly Planner. The form used here is adapted from
a slightly different one presented in the text on pages 162 to 170. The planner follows the “SixStep Process” that is presented in the text and in Video D of Habit 3, titled “Six-Step Process.”
When you look at the form, you see the steps of the “Six-Step Process” listed in the upper right
hand corner. In the top center of the form is a space for you to indicate the week you are
planning, such as: March 25-31, 2013. Space is also provided next to each day of the week for
you to write in the number of the date.
The detailed guidance below takes you step-by-step through the six steps and tells you how to
complete the Weekly Planner.
Step 1: Connect to Mission.
This means to read and briefly reflect on your Personal Mission Statement. In the upper left hand
corner of the form a small space is available in which you could write your mission statement, or
you could simply put a check mark there to indicate that you did take a few minutes to read it
and think about it.
I am always surprised by how meaningful these few minutes are. It’s like reminding me of what
is important. And who determines for you what is important? You do! That’s what the mission
statement is. Step 1 should take about 3 minutes. Don’t skip it!
Step 2: Review Roles.
These are the roles you identified in the 80th birthday legacy exercise of Habit 2. Some of your
roles could be: student, mother, daughter, employee, husband, athlete, and so on. Five boxes are
on the left side of the form: “Role 1,” “Role 2,” and so on. In the space provided at the top of
each of these boxes you need to write your roles, one role per box. You can combine roles, if
needed. For example, husband and father could be combined into one role called “family
member.” For Step 2 you are just writing the roles. This should take 1 to 2 minutes.
Roles can change. If the baseball season just ended, perhaps you no longer need to have the role
of “Team Member.” That is why you take a minute or two to review roles.
If you have not learned about Habit 7 yet, ignore the box titled “Sharpen the Saw” for now. That
box refers to Habit 7. Once you learn about Habit 7, you can use that box as discussed below.
1
Step 3: Identify Goals.
This step is very important. In the space provided in each of the 5 boxes on the left beneath the
roles is indicated “Q2 Goal.” This refers to Quadrant II of the Time Management Matrix in Habit
3. Quadrant II contains those items that are important but not urgent. A Q2 goal is something that
would have a wonderful effect in that role. Q2 goals are not simple “to do” tasks, like wash the
car, or go to the store. A Q2 goal is something special, such as: write a special note to my wife;
take my daughter to the movies; telephone my mother; start the research on that term paper due
next month. Where do these goals come from? From your mission statement!
Identify one Q2 goal per role and write them in each of the 5 boxes. You need to reflect on your
roles and develop some “high payoff” Q2 goals. Remember, these are not routine items like
attend class, be on time, do all of my homework, etc. Those are expected. Q2 goals are very
special items that we know would be great, but we just never get around to doing them.
If you are using the “Sharpen the Saw” box, identify one Q2 goal for each of the four dimensions
of personal renewal and enter them in the space provided on the left.
This step will take some time. It may take 5 to 10 minutes.
Step 4: Organize Weekly.
This is the most important step. It provides the link between your mission statement (Q2 goals)
and your weekly time schedule. Depending on how detailed your plan is, this step may take from
10 to 15 minutes.
In this step you plan your time for the coming week in the columns and rows. For the days of the
week across the top, write in the numbers of the dates for those days. Notice the numbers down
the left side are hours of the day. This is a detailed planner for one week. You should enter items
into the schedule in a specific sequence:
1. The first things to enter are all of your routine requirements, such as: work, class, take kids to
school, church, etc. Those are routine scheduled obligations that don’t change from week to
week.
2. Second, transfer commitments from your long range monthly calendar. Your calendar may be
on your phone or computer, or a spiral-type of paper calendar. In your long range calendar these
are probably events you scheduled a long time ago; for example, a club ceremony, an athletic
event, the homecoming dance, and so on. These have been in your monthly calendar, and now
you need to enter them in this week’s planner.
3. Next, the MOST IMPORTANT part of this Weekly Planner is for you to take each of the Q2
goals from the left and put them into a time slot for the week. In this way you are scheduling
your Q2 goals. You are ensuring time is available for those things you consider the most
important, and you are protecting that time. That’s why Habit 3 is called “Put First Things First.”
The Q2 goals are your BIG ROCKS. They are those things we often think we need to do, but just
never get around to doing. So by scheduling them into a time slot, you are committing yourself
to doing them.
2
Because they are so important, you should highlight the Q2 goals with some color. First,
highlight each of the roles on the left with a distinctive color. Then use the same color for each
role to highlight where during the week that role’s Q2 event occurs. This does NOT mean you
highlight everything associated with a specific role. Only highlight the one Q2 event, which may
take only an hour or two. In this way, there should be only about 4 or 5 highlighted time periods
in the weekly schedule.
4. Finally, enter anything else for the week into a time slot, such as: wash the car, buy the new
dress, do the laundry, pay the bills, clean the house, etc. These come from your “To Do” list.
Schedule everything. The more detailed your scheduled, the more effective you will be.
Step 5: Daily Integrity.
This means to live your plan. Now that you have planned your week, DO IT! And have the
integrity to do what you promised. So, if you planned to take your son to the park on Wednesday
afternoon, then DO IT! If you planned to start on that science project Tuesday night, then DO IT!
No excuses. The weekly planner is a promise you have made to yourself. Keep the promise!
Another part of daily integrity is to update the planner as needed. I always keep my planner
handy so I can add items, especially Q1 items, that come up during the week.
Step 6: Evaluate.
When you sit down to plan the coming week, usually on Sunday evening, look back and evaluate
how well you did during the past week. Throughout the week I use red check marks every time I
complete some part of my weekly plan. So when I evaluate, I should see a lot of red checks. I
also circle those items I failed to do, so that when I plan the next week, I can carry them forward
and reschedule them. Step 6 sort of becomes the real Step 1, since it is the first thing I do when
planning the coming week. Step 6 should take 3 to 5 minutes
There it is, the “Six-Step Process” as applied to the Weekly Planning Form. I am confident that if
you devote about 20 to 30 minutes each Sunday evening to plan the coming week as described
above, you will dramatically increase your effectiveness. And with that increase in effectiveness
will come great personal satisfaction that you in fact putting first things first.
Here are some reminders and tips:
• The planner should fit onto one page
• Don’t forget the numbers for the dates next to the days of the week
• Q2 goals must be SMART: specific, measurable, attainable, relevant, and timely (refer to
the course handout on SMART applications)
• Use color highlighting only to bring attention to the 4 or 5 Q2 goals for the week.
Everything scheduled for a role cannot be Q2
• In this course, the planner that is due during one week should be the plan for the
following week. For example, a planner due during Week 9 covers the dates of Week 10.
So the planner due during Week 9 is called the Week 10 Planner.
3
I have found this planning process very helpful. Years ago I used to have moments when I would
ask myself “What should I do now?” Today that question comes up much less frequently,
because I have a weekly plan that I produced. Throughout the day, I simply “work the plan.”
That is my motto for Step 5, Daily Integrity. I remind myself to “work the plan!”
Of course, I must “plan the work” in order to be able to “work the plan.” Without those 20 to 30
minutes on Sunday evening, there would be no plan. It is time well invested, and I commend this
process and the Weekly Planner to you.
Source: Stephen R. Covey. 1989. The 7 Habits of Highly Effective People. New York: Simon
and Shuster.
4

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