Daily Reviews

by | Jun 12, 2022

Here are the steps for your daily review:

  1. Check your calendar. Open your calendar, review all scheduled appointments for the day, and glance over today’s strategic calendar. (15 seconds.)
  2. Mark off old appointments if you have honored them. Be sure to reschedule recurring appointments (О or R[ ]) at least 3 months out. (< 1 minute.)
  3. Go through your prior day’s tasks. Those tasks are your TRO hotlist. Follow these instructions. (< 2 minutes.)
  4. Validate today’s tasks. Now look through your Do Today list, and re-process or reschedule any tasks you aren’t going to do today. (< 2 minutes.)
  5. Check for 30+ minute tasks/steps. All tasks/steps that may take 30+ minutes should already be budgeted in today’s calendar. If not, add them with tentative appointment times. (1 minute.)
  6. Reality check. Make sure your Do Today list is at least 80% doable today, and make sure your schedule is still realistic, with flexible time between appointments. Reschedule or disenagage if needed. (20 seconds.)
  7. Order today’s tasks. (Optional.) Write a star next to the most important tasks to help you do them first, if it matters to you.