abhi's logbook

Adventures in coding and coding for adventures.

Weekly Planning

Weekly Planning

Weekly planning session involve the following:

  • Align things with a 1-3 year plan and mission statement.
  • Figure out the priorities for the week.
  • Organize and get things ready for the week.
  • Reorganize and reprioritize things from previous week.
  • Figure out something unique to learn and work on during the week
  • Figure out what book to finish

The organization of items should happen in OneNote. Create an overall
plan for what 3 projects to focus on. You should prioritize these
three projects for the week. The weekly planning should involve both
organizing new ideas generated during the week and prioritizing items
that are already there.

Moleskine

During the daily planning when new ideas are being created they may
not be being tracked in an overall system which contains the base for
these ideas. So during the planning there needs to be a few things
that need to be done.

  • [ ] Create items in the Inbox which are not being tracked so they
    can be prioritized.
  • [ ] Figure out what items took a while to finish.
    • [ ] Ask why did they take so long?
    • [ ] Were the tasks too large?
    • [ ] Were they ill defined?
  • [ ] Think about ways to improve what you did. Would setting time to
    plan saved time?

Inbox

The Inbox is a tool which contains your source of information and
projects. I like to use both Microsoft OneNote and Evernote for
different purposes.

  • Evernote for collections
  • OneNote for actual organization of projects

Braindump

  • [ ] Spend 10 minutes and go through the trigger list and create
    a brain dump in the Inbox.

Organization

  • [ ] Put notes in the Inbox into the appropriate notebooks.
  • [ ] Complete anything that takes less than 2 minutes.
  • [ ] Go through the notebooks and make sure everything is up to date.
    • [ ] Remove items that are no longer applicable.
    • [ ] Move items if they are not in the appropriate notebooks.

Goals

Book

Pick one book to complete during the week. This should only be
one. No backups or anything like that. You want to make this the
main focus of the week so you can read other books and things
alternatively.

Projects

Pick three projects to accomplish for the week. These should be
aligned with what is defined in the yearly plans.

  • [ ] Review projects you are working on and see if they align with
    your goals.
  • [ ] You shouldn’t work on anything outside of these projects for
    the week. You should create an item in the Inbox if there are any
    ideas that you want to generate and do a review in the future for
    this.
  • [ ] The projects should be fairly specific in terms of what needs
    to be done. And there should be a plan for these projects. If not
    then the first thing that needs to be done is to generate a
    timeline for the projects and see what needs to be done.

Work

Figure out what the priorities for work are. This should be a list of
issues that you will tackle. This assumes the tracking of your JIRAs
are just as prepared as the rest of your goals. All your projects
should have timelines and JIRAs associated with them. You should use
this list for how to tackle your work. This should be aligned with the
iteration and overal goals.

Finance

  • [ ] Prosper: invest any funds that are available.
  • [ ] Note down how much money you have that week.
  • [ ] What are somethings you spent money on.
  • [ ] Review Mint for the week.
  • [ ] Budget for the week

Thing to Learn

  • Learn one new thing that you didn’t know that week. This should be a
    small task which doesn’t necessarily take a long time.

Small Goal

A small goal is a small action which you hope to change during the
week to improve yourself. It is not something complicated. Maybe it is
wake up 10 minutes earlier, drink an extra glass of water, something
tiny which you can change as a habit.

Health

  • [ ] How are you improving on your exercise?
  • [ ] Should you do more which you aren’t doing?
  • [ ] Note down what additions you want to do.

Notes

Do the planning on a Tuesday since the weekends are hecktic periods
with a lot of things fluxuating. Also you have time in the evening to
focus on this completely. Further you can plan for the weekend as well
instead of treating it as a nonactive period.

Trigger List

Professional

  • Projects started, not completed
  • Projects that need to be started
  • Commitments/promises to others
    • Boss/partners
    • Colleagues
    • Subordinates
    • Other people in organization
    • “Outside” people
      • Customers
      • Other organizations
      • Professionals
  • Communications to make/get
    • Internal/External
      • Initiate or respond to:
        • Phone calls
        • Voice-mail
        • E-mail
        • Pages
        • Faxes
        • Letters
        • Memos
  • Other writing to finish/submit
    • Reports
    • Evaluations/reviews
    • Proposals
    • Articles
    • Promotional materials
    • Manuals/instructions
    • Rewrites and edits
  • Meetings that need to be set/requested
  • Who needs to know about what decisions?
  • Significant read/review
  • Financial
    • Cash flow
    • Statistics
    • Budgets
    • Forecasts/projections
    • P&Ls
    • Balance sheet
    • Credit line
  • Planning/organizing
    • Formal planning (goals, targets, objectives)
    • Current projects (next stages)
    • Upcoming projects
    • Business/marketing plans
    • Organizational initiatives
    • Upcoming events
    • Meetings
    • Presentations
    • Organizational structuring
    • Changes in facilities
    • Installation of new systems/equipment
    • Travel
  • Banks
    • Receivables
    • Payables
    • Petty cash
  • Administration
    • Legal issues
    • Insurance
    • Personnel
    • Policies/procedures
  • Customers
    • Internal
    • External
  • Marketing
  • Promotion
  • Sales
    • Customer service
  • Systems
    • Phones
    • Computers
    • Office equipment
    • Other equipment
    • Utilities
    • Filing
    • Storage
      • Inventories
  • Supplies
  • Office/site
    • Office organization
    • Furniture
    • Decorations
  • Waiting for…
    • Information
    • Delegated tasks/projects
    • Completions critical to projects
      • Replies to:
        • Letters
        • Memos
        • Calls
        • Proposals
        • Requistions
        • Reimbursements
        • Petty cash
        • Insurance
        • Ordered items
        • Items being repaired
        • Tickets
        • Decisions of others
  • Professional development
    • Training/seminars
    • Things to learn
    • Things to look up
    • Skills to practice/learn especially re:computers
    • Tape/video training
    • Resumes
  • Outside education
  • Research–need to find out about…
  • Professional wardrobe

Personal

  • Projects started, not completed
  • Projects that need to be started
  • Commitments/promises to others
    • Spouse
    • Children
    • Family
    • Friends
    • Professionals
    • Borrowed items
  • Projects: other organizations
    • Service
    • Civic
    • Volunteer
  • Communications to make/get
    • Family
    • Friends
    • Professional
    • Initiate or respond to:
      • Phone calls
      • Letters
      • Cards
  • Upcoming events
    • Special occasions
    • Birthdays
    • Anniversaries
    • Weddings
    • Graduations
    • Holidays
    • Travel
    • Weekend trips
    • Vacations
    • Social events
    • Cultural events
    • Sporting events
  • R&D–things to do
    • Places to go
    • People to meet/invite
    • Local attractions
  • Administration
    • Financial
      • Bills
      • Banks
      • Investments
      • Loans
      • Taxes
    • Insurance
    • Legal affairs
    • Filing
  • Waiting for…
    • Mail order
    • Repair
    • Reimbursements
    • Loaned items
    • Medical data
    • RSVPs
  • Home/household
    • Landlords
    • Property ownership
      • Legal
      • Real estate
      • Zoning
      • Taxes
      • Builders/contractors
    • Heating/air-conditioning
    • Plumbing
    • Electricity
    • Roofing
    • Landscape
    • Driveway
    • Walls/floors/ceilings
    • Decoration
    • Furniture
    • Utilities
    • Appliances
    • Lightbulbs/wiring
    • Kitchen things
    • Washer/dryer/vacuum
    • Areas to organize/clean
    • TV
    • VCR/DVD
    • Music/CDs/tapes
    • Cameras/film
    • Phones
    • Answering machine
    • Sports equipment
    • Closets/clothes
    • Garage/storage
    • Vehicle repair/maintenance
    • Tools
    • Luggage
    • Pets
  • Computers
    • Software
    • Hardware
    • Connections
    • CD-ROM
    • E-mail/Internet
  • Health care
    • Doctors
    • Dentists
    • Specialists
  • Hobbies
    • Books/records/tapes/disks
  • Errands
    • Hardware store
    • Drugstore
    • Market
    • Bank
    • Cleaner
    • Stationer
  • Community
    • Neighborhood
    • Schools
    • Local government
  • Civic issues