1. My Purpose: This page is meant to inspire you as soon as you open the planner. This connection to your bigger why can be anything from a well-crafted mission statement, a list of meaningful quotations or a pasted photo of your family. You can put anything that will motivate you to work on your goals when you are tired.
2. Impossible Goals: What would you attempt if you knew you couldn’t fail? In my experience trying to achieve what you really want is easier than shooting for average goals because you are more excited. Search your feelings and ask yourself what you can achieve and go for it.
3. Quarterly Goals: Once you set your Impossible Goals, break those down into SMARTER bite size goals that you can accomplish over the next 3-months. Again, take the time to reflect on why and also set yourself a fun reward or celebration. Why only 4? If you have too many priorities, you have none. In fact, 4 may even be too many for you- especially if you have a couple of big ones. Don’t feel like you need to fill in all 4.
4. Quarterly Motivation: Take time to reflect on what is going on with you right now. Imagine your future self in 3-months’ time and use that to plan around potential obstacles.
5. Quarterly Look Ahead: A lot happens in 3-months. Business Travel. Birthdays. Anniversaries. Conferences. Board Meetings. To achieve your goals, you must know what time you have to complete them or what to work around. This page is great for taking your Quarterly Goals and breaking them down into Monthly Goals.
6. Self-Care Pyramid: A lot has been written about Daily Habits and of course they are the foundation of any great self-care regime. However, you can’t do everything every day. Some things you may be happy with 5x per week or 1x per week or monthly or quarterly. This is a great place to explore what kind of self-care you want to plan over various periods of time.
7. Weekday Routines: Once you know which habits you want to track, you can automate them by making each task part of a morning or evening routine. This can automate things like exercise, journalling, or family time.
8. Monthly Goals: Look at your Quarterly Goals and break them down into more achievable tasks, things that you think you can achieve in the 4-5 weeks of the month. If your Quarterly Goal is “Grow Sales by 20%” a Monthly Goal may be “Call 100 prospects.”
9. Monthly Plan: Now it’s time to look ahead for the month to come. Just like with the Quarterly Look Ahead, this can include travel, parties or big events. You can then look how busy you are in particular weeks and take your Monthly Goals and break it down into Weekly Tasks.
10. Monthly Braindump: This is a Master “To Do” list for every category of your life. Especially if you are wearing multiple hats at work you can leverage the various boxes in areas like “Strategy” “Sales” “Management” or for personal “Kids” “House” “Finance” or any category. Then when you are working on that area you can work your way through that to do list.
11. Weekly Layout: This is a way to see clearly the external demands on your time for the entire week. I record all my meetings and then can see clearly any unallocated time for other tasks. I can also plan in my Weekly Habits including Date Night, Spiritual Renewal and Weekly Planning. One thing to note, this is a planning tool. Unless you find it helpful, there’s no reason to go back and edit and update the Weekly Layout as your schedule changes throughout the week.
12. Daily Pages: Daily Pages is the bread and butter of the HALO Planner. It has space to separate your most important tasks in the “Top 3”. These can refer to tasks on your Weekly Goals list. In addition, there is space to track Daily Habits, To Dos, Meal Plan, Wake Time, Sleep Time and a 24-hour schedule, which I use for time blocking. In additional each day has a full page of Notes for meetings on that day.
13. Weekly Notes: You can use these pages for anything. Some weeks it might be spillover from notes at meetings, some weeks you may want to do a project plan for a certain task and other weeks you may want to do a review on what is working and what’s not.
14. Quarterly Review: Reflect on the last 3-months on what has worked and what hasn’t. Take stock on what you achieved and what you are still working on.
15. Next Quarter Brainstorm: Take a moment to reflect on what is coming next.
16. Other Goals: You may be working on more than four goals per quarter or may just want to brainstorm on other goals for a future time.
17. Weekly Planning: A sample blank week to play with your ideal schedule. If you want some inspiration. Check out my article about planning your week for energy.
18. Ask Ask Ask: None of us can do it by ourselves. Even top performers need to ask for help in the way of advice, introductions, help and favors. I find it difficult to ask for help because I always fear it would be a burden, however, when I actually ask, I discover that people are often very happy to be helpful. When I track how often people say “yes” to my request, it gives me more courage to ask again.
19. Saying No: When you are focused on achieving a certain set of goals, it means saying “no” to other things. If you find it difficult to say “no” use this page to list that courageous decision as a “win” and part of the important process of goal achievement.
20. People to Call / People to Meet: We plan goals for work, and we plan self-care. However, when people talk about what matters most to them, it’s always relationships family, friends and community. Think about people who you enjoy being with and write them down. As part of a Weekly or Monthly Planning, you can look at this page and reach out to connect.
21. Dream Big: Keep ambition going by recording items for your Bucket List and Perhaps List
22. Recommendations: A place to keep track of all the great recommendations we get from meetings, friends and speakers.
23. Weekly Rest Routine: Taking one day per week at a slower pace is a great way to renew each week. Write down some things you can do to slow down. If you need inspiration, check out my Weekly Rest Routine.
24. Weekly Planning Routine: Record the tasks you want to do each week and keep track of whether you completed them. You can see my Weekly Planning Routine on the HALO Planner website.
25. Exercise Planner: Keep track of personal bests, number of reps, plans or goals.
26. Finance Review: Whether you have investing goals, budgeting or documents to review. Use this page to explore what you need to keep your financial goals top of mind.
27. Thank You Notes: Throughout the quarter, as you want to express gratitude, you can list here and make sure you have followed-up with thanks.
28. Gift Planner: Keeping track of ideas for gifts for loved ones as they come up in your head in advance of the special occasion.
29. Notes: Space to brainstorm, project plan, journal or doodle.
30. Quarterly Dashboard: At the end of the quarter, sum up all the wonderful things you have accomplished, enjoyed and celebrated.
