What’s Included?
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Goals & Braindump Template
Many times we create our goals and then rarely review them throughout the year. Our to-do list fills up with tasks that may or may not help us reach the goals we’ve set. This template help ensure we are aligned with the work we do today, to help achieve our vision for the future.
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Task Scheduling Tool
Have you ever reached the end of the week and wondered how your to-do list actually increased? Many entrepreneurs are guilty of over scheduling! This tool helps you build a plan for you and your team that is actually achievable within 40 hours.
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Checklist for your Monthly, Quarterly, and Annual Reviews
Often we do the bare minimum at the end of the month just to move on. This checklist will give you a base for what you should be reviewing each month, quarter and year! You can add to the list based on your particular needs but this will cover almost everything.
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A simple weekly planner
I know it’s hard to give up the paper planner but if you’re anything like me, after a few weeks, it’s used less and less. This week planner is simple and repeatable so we get into the habit of focusing on what is important.
*PLUS* A video explaining each template and how to use each item
Use it over and over for only $27!
You don’t need to be using a specific planning tool for this packet to work for you!
You’ll be able to seamlessly incorporate this packet into any project management / work management tool you have (trello, asana, clickup, monday, basecamp, todoist, airtable).