• Author / Uploaded
• Eduardson Justo

Citation preview

BOSS Personal Planner How to Use Guide

About the BOSS Personal Planner This guide will go over the features of the BOSS Personal Planner and how to use them but first I want to tell you a little about the BOSS Personal Planner. The planner was built in a way that each previous steps flows into the next. You plan the big picture, your life goals, 5 years, etc. then you work down to monthly, weekly, and daily goals. It helps you plan and delegate what you need to get done to help you be more efficient with your time. The BOSS Personal Planner was built on a system around creating 3 goals. 3 monthly goals, 3 weekly goals, 3 daily goals. It’s a number that allows you to accomplish a lot and be able to actually get them done.

Into On How To Use The planner is very easy to use. At the top you have tabs to navigate throughout the planner. This will be your main navigation source. The next page will give you a table of contents to see how it's laid out. I’ve included a default layout and set of pages but you can move them around and add more pages as you need. There are 4 cover designs that you can select from, if you want you can delete the other 3 that you don’t want to use. Then you can label the cover as you see fit. If you have questions about how to use the planner further than what is laid out in this guide, please feel free to contact me at [email protected]

Table Of Contents Because you can add or remove pages, this table of contents may become inaccurate once you start using the planner. One of the great features of the digital planner are you can duplicate or remove pages as you need to. To the right are the pages when you first start using the planner.

Page 1 - Cover Page 5 - Plan for Success Page 6 - Reading List Page 7 - Habit Tracker Page 8 - Eisenhower Matrix Page 9 - Priority Planner Page 10 - Calendar Page 11 - Monthly Planning Pages 10 and 11 repeat for a total of 6 months Page 22 & 23 - Weekly Breakdown Page 24 - Week Planning page 1 Page 25 - Week Planning page 2 Pages 24 and 25 repeat for a total of 30 weeks Page 84 - Daily Planning page 1 Page 85 - Daily Planning page 2 Pages 84 and 85 repeat for a total of 200 days Page 484 - Notes Section Page 485 - Blank pager Page 490 - Dotted paper Page 495 - Grid paper Page 500 - Lined paper

Plan For Success This is the first layer of planning. It lets you set the highest level of planning with the broadest scope. You have 3 timeframes including lifetime, 5 year, and 3 month. These times allow you to set a starting point to your roadmap. With those timeframes, you have a few categories you can set. They are: • Career • Bucket List • Financial • Family/Social • Personal Once you fill these in, it will help you to figure out what you need to do and when.

Reading List / Habit Tracker Here we have 2 very straight forward pages. We’ll start with the reading list. This allows you to keep track of all the books you have read, it gives you space for up to 48 books. Next we have the habit tracker. Another simple but highly effective tool. You have space for 11 different habits to track and there are 30 boxes so you can keep track of what days you successfully complete the habit.

Eisenhower Matrix The Eisenhower Matrix is an extremely functional planning tools that helps you determine which tasks should take the priority, which should be delegated, and which should be dropped. A brief overview of each square: Urgent & important. These are the most important and should be done right away. Not urgent but important. While important, they can be scheduled for a later time. Not important but urgent. Delegate or outsource these tasks. Not important and not urgent. Get rid of these, no need to waste time with them.

Priority Planner

The priority planner flows nicely from the Eisenhower Matrix. One of the goals of the Eisenhower Matrix is to figure out task priorities and see which ones should be delegated. Well here is your page for keeping track. You can set a priority for a task (1 to 10 for example), and then keep track of who is responsible for that task, when it is due and if and when it is completed.

Monthly Calendar

This is the first of 2 parts to the monthly planning section. There isn’t a lot to explain with this. It is a basic calendar. You have 5 weeks undated. There is a space to put the month up at the top. The weeks start on a Monday for this setup.

Monthly Planning The next monthly planning section gives you a bit more detail. First, you get a chance to reflect on last month by taking a look at your wins and how you would like to improve. From there, you can set you current goals for this month. Put your 3 big goals and also add why and how plus a reward to give you extra motivation. Finally, you have a simple note section for anything else you would like to add.

Weekly Overview

The weekly breakdown helps you have one extra layer between the monthly and weekly section. You are given 30 weeks to plan ahead with. You don’t have to plan them all at once, use what you need. Jot down a few major tasks or goals for each week, these are meant to be broad plans just to help you in the next sections.

Weekly Planning page 1 This page is similar to the monthly planning page. The first section allows you to review the previous week. Reflect on your wins and how you can improve. Next, set 3 goals for the week. Follow up by adding some details about why and how you set the goals and lastly add a reward for completion. Where the weekly section differs from the monthly section is next you have each day of the week instead of a notes section. This is a good spot to put 1 to 3 things for each day that you want to do that you can add on to later in the daily section.

Weekly Planning page 2

This page directly continues from the previous weekly planning page. You continue to have each of the days of the week where you can plan a few goals for each day. At the bottom, you have space to put any reminders you have for that week plus you have the general notes section as well.

Daily Planning page 1 This is the meat and potatoes of the planner, the daily planning section. There is a lot to work with here. First, the top section gives you a spot for the day & date plus a habit to work on and a piece of daily affirmation for motivation. Next, you go to the goals section. You first want to set your 3 main or big goals for the day. These are the ones you must complete. You can also set 3 extra goals and these serve as something to work on if you finish your big goals. Under that, you have an area to put some daily exercises. There is obviously an importance of staying fit so its good to do something physical every day. Lastly, you have the schedule section. It starts at 4am and goes all the way to 11:30pm in 30 minute intervals.

Notes The last section is for notes. Not a lot to explain here, you have a few different paper options depending on your needs and preferences. Again, you can duplicate the pages as many times as you need.

Thank You That completes the guide on how to use the BOSS Personal Planner. I wanted to thank you again for taking the time to use my planner. If you have any questions about the planner, please reach out to me at [email protected]. I’d love to hear any comments or answer your questions. Also, if you would like to submit any feedback, I’ve created a survey to do so. I read every comment and appreciate your feedback. All criticism and suggestions are used to improve the BOSS Personal Planner. You can take the survey here. Thank you and enjoy the BOSS Personal Planner! -Roland