Introducing The Weekly Planning Matrix

Рет қаралды 22,143

Жыл бұрын

If you struggle to consistently do your weekly planning, then this little matrix could just be the thing you to get consistent.
Your task manager is an important tool in your productivity toolbox. But are you using it correctly?
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Пікірлер: 36

@nathancraig1049 Жыл бұрын

It’s only taken me 18 months to get a weekly planning session locked in… for some reason I suddenly needed to do it, despite 3-4 previous attempts. Your productivity mastery series is very good 👍

@horaciorodd Жыл бұрын

Consistency is key, and to so hard to lock down. I'm fighting that fight for myself right now

@newrube77 Жыл бұрын

I have also gone through stretches of time where my physical exercise routines get neglected for "whatever" reason. Based on your model, what helps me get my physical exercise routines back on track is when I mentally move 'exercise' out of the personal block and move 'exercise' into my çore block. Thanks for the video.

@Carl_Pullein Жыл бұрын

That’s a great idea, Ruben. Good use of “core work”.

@daveanderson70 Жыл бұрын

I’m between jobs at present and this method will be invaluable as my normal routines are disrupted.

@Carl_Pullein Жыл бұрын

It certainly helps you to get focused on what matters.

@timbushell8640 Жыл бұрын

Nice, good reuse of the E-Matrix, with the 'task' of weekly planning as a graphical illumination - to get it out of mind on to a trusted screen/paper for use. Maybe one thing to add, is to have it ready and openable for things to be added during the week, and then in the planning session - triage the list given at least the hours per week limit which is an absolute fix. But you mention - collecting data but doing nothing with it - is I think the biggest issue here, and as nice as the graphic is - unless you use it - AND review it, then you might just continue to fill it in making the same over commitments again and again. So the all-important - 'what actually happened this week' versus 'what was planned' needs to be done - to inform the planning process. Exceptional interruptions may be of course occur - but if you are always 50% under the target, then the target isn't realistic for you, and to lower the resistance/anxiety and get any sort of improvement, the habit and focus-building needs to be given a chance by a clean start, and rebuilt, etc.

@Carl_Pullein Жыл бұрын

Hmm, I probably shouldn't have mentioned the Eisenhower Matrix. This isn't really about a set of priorities; it's more about what you want to get done next week. Washing my car is not a priority, yet it was something I wanted to get done (it was done 🙂).

@horaciorodd Жыл бұрын

Thanks for all that you do!

@horaciorodd Жыл бұрын

Your teachings have helped, A LOT.

@Carl_Pullein Жыл бұрын

Glad to have helped, Happy to help.

@Nad-A123 Жыл бұрын

Thanks Carl

@Carl_Pullein Жыл бұрын

You're welcome.

@MyChannel-hi8wk Жыл бұрын

Really useful explanation Catl - thank you. Would be useful to see you doing it in your apps in a future video.

@Carl_Pullein Жыл бұрын

I will try, there's quite a lot of client information in my everyday system that needs to be kept confidential.

@hgoruiz Жыл бұрын

Thanks Carl, I constantly battled with weekly planning sessions that take more than an hour. I’m thinking in implementing this within Todoist for keep an eye and focus on what’s important. Perhaps using tags.

@Carl_Pullein Жыл бұрын

Hi Hugo, the key is to not over think it. Plans will inevitably change once the week starts. This is about ensuring what you identify as being important stays at the top of you mind throughout the week.

@Christian-ql4vw 2 ай бұрын

This man speaks wisdom

@Carl_Pullein 2 ай бұрын

Aww thank you, Christian.

@chrisledden1264 Жыл бұрын

I like the idea of this, but struggling to see how to turn some of this into actionable items for the week. That’s what I like about Eisenhower Matrix, it gives you a prioritization of what to do next. Any tips of turning this weekly planning exercise into actions?

@Carl_Pullein Жыл бұрын

This is more about giving you the big picture of what you want to get accomplished. Your core work should already be scheduled. It's in the matrix to remind you that this is important work and don't get dragged off into non-essential work. Everything else there is designed to get you realistic about what can be achieve each week.

@joergen_b_hovde Жыл бұрын

Interesting... But how do you actually implement it in practice? For instance, would you use labels in Todoist named after each of the four "boxes"? Or? A demonstration of a planning session where this matrix is incorporated could be useful. Thanks for the video!

@Carl_Pullein Жыл бұрын

Hi Jørgen, ooh no nothing as detailed as that. This is a simple place to prevent you from over scheduling yourself and ensure that what you identify as being the most important things next week get done. It’s where you start the planning.

@shoshu2833 Жыл бұрын

I’ve gotta push back a little here. The radar and projects needs more clarity. If you can’t explain those in your own work with 3 good examples each, those box concepts are a work in progress. I’d encourage you to make a follow up to this one and present 3 good real work examples for those two.

@Carl_Pullein Жыл бұрын

Projects are the projects you need to work on the following week. As we all have different projects, it would rather difficult to give examples. The radar, I left deliberately opaque because this needs to be defined by you. What is in your mind right now? That should be in your radar.

@canadusa1 4 ай бұрын

I met..so it reflects in your TimemSector

@christophersophys5363 5 ай бұрын

👏🏻

@louisacahan831 4 ай бұрын

Where do you put things like paperwork that needs to be done but is not your core work?

@ditchcomfort Жыл бұрын

Have to ask, do you know what the new Todoist feature they are pushing are?

@Carl_Pullein Жыл бұрын

Not at the moment.

@nestorkardigan7657 Жыл бұрын

Hello Karl! Thank you for your videos! I was very inspired by them and I bought some of your courses. I ran into some difficulties, please give me advice) 1) Now I'm trying to create a system from the calendar, todoist and evernote. According to your todoist system, I try to plan 2 main work + 8 tasks per day. But as you mentioned in this video, I have some tasks for the day, like "get a presentation from Maria" or "make a finished product". Accordingly, these tasks have stages, and having sent a letter to Maria, I do not complete the action, and then I have to think about how to add reminders to the calendar, or split the task into subtasks in the todoist (and you mentioned that the todoist is needed for a task, not projects, for projects need evernote). And as a result, I get confused in the management, because micromanagement takes a lot of effort. -> How do you think I should manage these tasks? 2) I am faced with the fact that I should have reminders, such as "pick up the package there." But, I get so-called incomplete reminders, such as "get information from the manager", and after triggering if I didn't get through, I have to move them further in time. But in Google calendar, as well as in Apple reminders, I did not find the ability to "move" these reminders, but write from scratch from scratch. moreover, because these are just reminders, without a checkmark or completion information - I often get confused which of the reminders worked and which ones are still in progress. -> Can you suggest applications where it is possible to shift a reminder in time without creating it again, and mark it as completed? Thanks in advance for the replies!

@Carl_Pullein Жыл бұрын

Hi Nestor, waiting for items are incomplete tasks; therefore, I would reschedule them for when I anticipate the item I am waiting for will be delivered. In your example, "Get presentation from the manager", the task is to receive the presentation. If I don't have the presentation, the task is not complete, so I reschedule it for the next day or an appropriate day in the future. I don't keep projects in my task manager. I would never have a task like "make complete product". This would be in my notes app where I can create checklists for the different stages and have a record of what I had already done. A task manager removes completed tasks so you cannot see what has been done. In my task manager I have a simple task such as "Work on product" and that would direct me to my project note.

@nestorkardigan7657 Жыл бұрын

@@Carl_Pullein Thanks for your reply Carl! You really gave me some good thoughts. I wish you success and I continue to be inspired by your lessons as well as your videos!

@jason8anthony Жыл бұрын

Do you have this as a template anywhere? I just tried to make one for my iPad but I’m not that smart.

@Carl_Pullein Жыл бұрын

You can create this inside a spreadsheet (Excel, Google Sheets or Apple Numbers) and copy/paste it into your notes app. That works with Apple Notes, Evernote and OneNote.

@timbushell8640 Жыл бұрын

Evernote wise - there is an Eisenhower template - just modify that - or start with a 3x3 table in EN, and add the titles, etc.