If you’re not using some form of goal setting and measuring system, then you’re simply not moving forward
In April of 2018, I decided to try something I had abandoned over a decade ago: A Paper Planner.
There are many reasons that I moved to a fully digital system, not the least of which is the flexibility it gave me in communicating with my colleagues and partners, as well as the notion that I was seamlessly integrated into all of my sales and planning systems. A call on my calendar was synced with both Hubspot and Salesforce, and with a few clicks, I could navigate history, the reason for the call, and even create and delegate tasks to others based on the results of the conversation. Pretty slick eh?
But in all of that efficiency and streamlined communication, something simple was being lost. I had no vision to the PURPOSE behind the calls. It was work without clear meaning other than onboarding clients (whom I love and value, just for the record). I did some typical online review work, talked to some friends in similar entrepreneurial shoes, and decided to order a copy of Michael Hyatt’s Full Focus Planner.
Initially, I was annoyed with the analog nature of moving back to a paper planner. There was an archaic nature to needing to erase and reschedule events in my Full Focus Planner. After several days, something clicked. Instead of trying to “balance” my digital schedule (which was going nowhere mind you) with what was in my written planner, I opted to use the paper planner to schedule “blocks” of time during my days. Based on what I wanted to achieve that week, I would block out personal time, client time, family time… no hard schedule, just general hours of my days roughly sketched into a form.
Within 30 days, I was completely obsessed with my morning routine: Coffee, Personal Prep, and then Planner Layout. I’d then schedule my outward facing events inside my digital “world” via CRM & scheduling platforms online, which allowed others to still collaborate and interface efficiently. The major change was that I could tell anyone, at any time, with just my planner, when I was available for conversations, meetings, and task assignments.
So after 9 months of use, I find that I love and NEED this planner in my life. I won’t go into detail about the goal based system, or the routine and “perfect week” planning systems that this system contains. There are plenty of YouTube Vloggers that can walk you through that. Instead what I’ll say is that Michal Hyatt’s Full Focus Planner impacted my work scheduling process so profoundly, that it has become a staple in my front end consulting work with prospective clients. Those that have no system, get a round of the Full Focus Planner system courtesy of Yellow Lab Partners.
It’s that kind of good.