THE CURRENT OPERATING/PLANNING NOTEBOOK
MANAGING DAILY, WEEKLY, QUARTERLY TO DO'S, SCHEDULES, PRIORITIES


Click the following title to go to:  Time and Productivity Management Section    

THE CURRENT OPERATING BOOK

This is designed to supplement other systems by having easy reference pages and sections for your daily operating needs.  In the Table of Contents are sections and subsections designed so you'll have a place for everything.  While some of the same forms could be in other notebooks, they would be brought into this one whenever they are useful for more current referenceability.

Note that it is vital to your productivity to do at least weekly planning.

LINKS TO THE TWO SECTIONS:


      TABLE OF CONTENTS FOR THE NOTEBOOK 

      INSTRUCTIONS AND FORMS

            DAILY PLANNING                DAILY FORMS
            WEEKLY PLANNING           WEEK FORMS
            MONTHLY PLANNING         MONTH FORMS
            QUARTERLY PLANNING     QUARTER FORMS
            YEARLY PLANNING            YEAR FORMS              SEE ANNUAL PLAN NOTEBOOK
______________________________________________________________

(Being revised and completed, but useable now.)

NOTEBOOK
TABLE OF CONTENTS AND ORGANIZATION

This section puts this in order so you can use it easily and effectively.

    Organizing the at-your-finger-tips filing system.

    Table of Contents for the Notebook Format - This can be used flexibly, e.g. the filing system
        can be a part of it, just in a separate location from the notebook, where the less-often-
        referred-to items may be kept.  Always put a printed copy of the Table of Contents at the front of
        the notebook. 
    Blank forms - It is best to keep extra blank forms if you fill them out off the computer, so that they
        are easily accessed.  Labelled by form name and number in a section you coulc call
        something like Operating Time Forms.
    Labelled dividers - Since this is a notebook which would be used frequently, I prefer the labeled
         dividers, with the abbreviated name and the numbers shown on the tab, very neatly done though.



THE FORMS

OP10 DAILY TIME MANAGEMENT

                           Daily Action Plan  (Some people use the computer.  I currently use Outlook,
                               though it often is helpful to use a daily sheet once in a while.  I post to my
                               schedule from the Week By Week Planning Overview, under schedules, below.
              OP17     Daily Monitoring Sheet (For a month) - Habits, Practices, Results, Etc. - For when
                           you want to track targeted habits, practices, results over a period of time to see
                           how you are doing.  
      
OP20 TRACKING AND TO DO'S, TASK MANAGEMENT

              Current

(F)           OP21      Assignments/To Do's List and Tracking Sheet - Updated at least weekly, this lists
                               all the to dos and tracks when they are due and the estimated hours. 
                               This can also be done on Outlook or a similar task management software.
                               I put the task types, categories (see next item) stapled onto the inside of the
                               task section dividers. I divide the to do's that are printed out into two dividers:
                               scheduled tasks and master (unscheduled) tasks, as those are the two
                               printouts from Outlook.

                    Organization systems for to do's

(F)                         OP25      Task Types, Categories - In outlook or even in the Word documents for
                                               to do's, one can sort by type of task and/or the area it is in.  This is
                                               a copy of the abbreviations I use to identify the areas for sorting.

              Longer term

(F)           OP21-50 Mastery To Do List and Rating Sheet - This is part of one's Life Plan, where one
                               puts down the areas and subjects one wants to achieve mastery in, preferably
                               rated quarterly but sometimes done yearly.  


OP 30 PERIOD PLANNING AND REVIEW CHECKLISTS  
                          
               Daily

                             Simple one-page, with time slots, beauty and aliveness to dos, musts and "good
                                  to do" slots for to dos, spot for goals, and "what would make this day warm
                                  and forwarding?" prompter question. The Day I Wish To Create.
                           
                             Complete daily monitoring sheets you use, see monitoring/tracking, below.

               Weekly

                             Upcoming Week planning - For the weekly overview, pulls from the longer week
                                   by week planning done on a quarterly or monthly basis.
                                   Weekly Planning Checklist - I use this to hold the structure in place and to
                                        remind me.  I staple it to the back of the divider, so I can use it while
                                        looking at my weekly planning forms.
                                    Weekly Planning Sheet - See Week By Hour - Blank form if not using a
                                        preformatted planner. 

               Roles And Key Functions

                              The Roles We Fulfill - Fill out the latter pages to be clear on the roles to play
                                    each week and/or month.  Has an explanation of the roles we fulfill, plus
                                    examples.
                                    My Roles Defined - A blank for you to fill in your roles, with an example
                                        of how one is filled out.  I keep it in back of the weekly planning section,
                                        as I use it in my weekly planning.

               Quarterly          

               OP31D1 90 Day Game Plan - An essential planning tool to pull it all together and to get a
                               bigger perspective to manage things for an easier, more effective life.  


OP40 MONITORING, TRACKING (See also monitoring sheets in each section for an area)

                            Daily Monitoring Sheet (For a month) - Habits, Practice, Results, Etc. - Blank
                                form for your use as you wish.  Some people will keep this by the bedside or
                                posted on the bathroom mirror, to be  reminded to fill it out regularly.
                            Physical Fitness And Time Planning Weekly Daily Monitoring Sheet - Track and
                                get "points" for each physical exercise or nutrition thing you did plus for your
                                daily planning of your time. 
                                See OP753 Monitoring Sheet: Activities To Be In Outstanding, Great Shape
                            Weight/Exercise Monitoring Sheet - Monitor weight (in a chart), plus give pts for
                                 exercise and nutrition for each day or for each week.
                                 

OP50 SCHEDULES  
        
              Current Week

(F)           OP52-21 Week By Hour - Blank - Contains week by half hours, week by hour,  week by
                               A.M, afternoon, and evening (for overall easier planning).  I often use the latter to
                               set up the overall idea and then use Outlook to enter the specific scheduling so
                               that I am in control of my week and not operating randomly and/or by impulse
                               (which I can fall easilty into!). 
(F)           OP52-27 Weekly "Accountability" Log - Rituals - Rate each day of the week how well
                                (5 to 1) you did on each ritual, such as meditation, exercise, daily reminders
                                notebook.
                            Week - My Standard Week - Copy of one's standard week, for reference while
                                  you're planning for the week.  Fill in the Week By Hour - Blank, for which you
                                  might want to use color coding by the type of activity. 

(F)           OP52-20 Week By Week Planning Overview - Up To Quarterly +. 
                               Contains:
                                   Project priority list forms - Second alternative offered allows for allocation of
                                       hours across the weeks in the upcoming 13 weeks (or shorter)
                                   Allocation of project time by day over 13 weeks is useful also
                                   Examples of filled in forms

               More Than One Week

                            Four Week Overview Planning Chart - One page, four weeks by day overview
                                planning form.
(F)           OP52-31 Months By Day, 12 Month Overview, Month of Days 
                                Contains
                                    On one page, daily blocks for two months for overview planning.
                                    One page overview for the year, with 12 boxes for the months
                                    One-page form, for the 31 days of the month, to list out what to do each
                                          day.

                     Projects planning

(F)                        OP52-35 Projects - Timeline Charting - List projects over the next six months and
                                put an x or the hours in the week to be worked on, as a master overview sheet.  



FOR REFERENCE RELATED TO ACTIVITIES OR SUBJECT

OP70 FOR MEETINGS - By meeting type

OP80 QUIKNOTES (transfer later or keep the notes here, divided by subject)
        
OP90 QUIKREFERENCE - Use as a sub-number (e.g. 473) the section reference
        number for that subject:  "90-473"

          OP95   Useful Things I Can Do In My Spare Time  

OP216 LEARNING

OP400 PSYCHOLOGICAL MANAGEMENT - In addition, you can make notes on items to work on.

         Affirmations (See Reminders Notebook for major sections.)
         Up, Creating It
         Rewards
         Pleasant experiences

OP750 PHYSICAL

                       Weight/Exercise Monitoring Sheet - Monitor weight (in a chart), plus give pts for
                           exercise and nutrition for each day or for each week.
           OP753 Monitoring Sheet: Activities To Be In Outstanding, Great Shape 
        
         Exercise
         Stretching
         Food, nutrition - Supplements list, nutrition principles summary, my commitment, my program

MATERIAL, FINANCIAL

         Clothes

RELATIONSHIPS

         Spouse criteria


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