Daily Reviews

Your daily review ensures that today’s schedule and workload are realistic. Do it first thing every morning when you wake up (not when you go to work). Daily reviews give you quick visibility on your “must do” tasks and appointments for the day, plus...

Daily Reviews

Here are the steps for your daily review: Check your calendar. Open your calendar, review all scheduled appointments for the day, and glance over today’s strategic calendar. (15 seconds.) Clear old APPOINTMENT reminders if you have honored them. (15 seconds.) Go...

Daily Reviews

A 5-minute, morning planning session to verify tasks and appointments for the day.

Waiting For (W/F)

Following Up Using W/F Steps W/F = Follow Up W/F means “If I haven’t heard back, I’m going to follow up.” It counts as the verb when naming tasks or next actions. Rename next action names to start with “W/F” if you are waiting for...

“Report Back (R/B)”

How to make sure you report back on assignments. (Enter a “R/B” step as the last step of the assignment and process normally.)