When you first receive your Paper Brains Quarterly Planner there are 7 major parts to the planner that you should utilize when planning your first quarter.
1. Repeated Tasks:
The first section will show a spot for daily tasks, weekly tasks, monthly tasks, yearly tasks, and irregular tasks. The idea here is to help you keep track of tasks and items that have patterns to help form a routine. By laying out all the tasks you do every day, week, month, and year, you will be able to start to form habits around the tasks and also to have quick and accessible checklists to run through every day, month, or however often needed.
The irregular tasks help with inconsistent tasks, depending on the person or job you might have, there might be consistent tasks that happen that have no general time correspondence, for example; cleaning your car, or workouts. While these might have dedicated times, for some people they can be random and so that is where this comes in handy.
This Calendar serves as a basic way to see your quarter overview quickly for major events, but on top of that, you can write down major priorities for each month! Having three major tasks or priorities for each month will help keep you focused and working towards a common goal.
In addition to the professional and personal priority features, there is also a performance tracker. This tracker will be used to check off the weeks you were successful with the goal you choose.
3. Week Preview:
The week preview for your task manager helps you get more focused for the upcoming week. Week previews will take the longest among of time, because by planning out your week with this amount of detail you are able to be prepared for all tasks at hand. This comes with major checklists, your top priorities for the week, and each day preview for any events/meetings you might have planned. Next, the second page of the week preview allows for a grocery list and other shopping lists, along with a tracker for upcoming dates.
4. Week Summary:
Look over your past week and write down important things to remember, along with going through the priorities you have completed. The reason this is in the week Summary and the week preview section is that what you planned to accomplish may be different than what was actually accomplished, so this serves as a good review to see what was actually accomplished.
5. 5-Year Plan:
The 5-year plan is a very basic 5-year plan, and in future quarterly planners, this will be expanded upon. For now, the 5-year plan serves as a major project list. This allows you to go through the major tasks/priorities in the next 5 years that you would like to accomplish and the first major steps you need to take to accomplish these tasks.
Grouping items together can be very helpful in accomplishing these tasks. Whether it is books to read or movies you want to remember to watch it is helpful to mark them down. So often we think of good books to read or fun things to do but when the time comes to do it we do not remember. These lists will help serve as a reminder.
The last section is the workout section which allows you to write your goal for each week and record how you actually did.
Goal: Run 5 Miles
Actual: Ran 3 Miles
Write these weeks by week to bring your previous actual into your next week's goal!
Hopefully, this guide helps you as you fill out this quarterly planner but as always reach out to us with any questions or suggestions!