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Organize 365 Podcast

Coffee Chat - Planning X 3

Organize 365 Podcast

Lisa Woodruff

Entrepreneurship, Self-improvement, Business, Education

4.5 • 1.3K Ratings

🗓️ 12 December 2023

⏱️ 12 minutes

🧾️ Download transcript

Summary

Ok, I’m letting you in on some of the behind the scenes stuff I do to prepare for planning days. Yes, I plan for prep for planning days. And I implement after. I think it’s high time I show you live how I do it! Here are the next two additional opportunities you don’t want to miss.

The Productive Home Solution® Planning Day Prep Event

I normally spend three days at the end of the year just planning. I know it’s crazy, right? And now all my secrets will be revealed. I will be using my real life Sunday Baskets® and my real life slash pockets. This is not in place of the Sunday Basket® Club co-working time. This is a deep dive day! We are going to the next level! I will show you how I go through each slash pocket and update my binders. I will go through all my 2.0 slash pockets and decide on projects. I will take all of my Holiday Blitz papers and place them into the Home Operations Binder for next year’s holidays. We will transform that Sunday Basket® into the Taxes Basket. You’ll look at last year and the new year baskets and consolidate into one Sunday Basket®. I will also go through both the workbook for The Productive Home Solution® Planning Day and The Productive Home Solution® Playbook.

Friday Workbox® Planning Day Implementation Event

“Do I need this information for the next 12 weeks?” This is the big question for this day. This will happen on the 13th Friday of each quarter. We do the planning day. We get clear on your goals. Then you usually need to meet with your team OR meet with yourself. After discussing the goals and how to reach them, you may scale down or change how you initially thought you would accomplish those goals. People are in place to get these goals accomplished. Then comes Implementation Day! I will expose all 6 of my Workboxes and will go through them live. You will see me go through my slash pockets and relabel them. This will freshen up all your systems and get the ball rolling on your new goals you put in your purple slash pockets. Ooooh, I just love planning!

Two New Opportunities:

  • Planning Day Prep Dec 28th (the last Thursday of the year)

    • 2 hour live webinar

    • Replay through Jan 8, 2024

    • Prep Workbook/Playbook

    • Update Binders

    • Weed through 2.0 Slash Pockets

    • If you did the Holiday Blitz, you’ll consolidate and repurpose those Sunday Baskets®

    • No Prerequisite

  • Friday Workbox® Planning Day Implementation Dec 29th (last Friday of the year)
    • Replay through Jan 8, 2024

    • About three weeks after Friday Workbox® Planning Day

    • 2 hour live webinar

    • Will always be the 13th Friday of each quarter going forward

    • Weed through 2.0 Slash Pockets and relabel them

    • No Prerequisite

All aboard…let’s get both trains (home and work) running efficiently to create the impact we all deeply desire.

EPISODE RESOURCES:

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Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Organized 365 Coffee Chat. These coffee chats pop up when I have something fun or important to share with you about what is going on at the organized 365 company.

0:18.0

Coffee Chats share time sensitive information, so when the coffee has gone cold and the information is no longer relevant,

0:27.2

these episodes will disappear from your podcast cue, keeping the organized

0:32.0

365 podcast feed current and relevant.

0:35.0

I think our coffee is ready.

0:40.0

In case you missed the last episode, I want to let you know that we're coming out with a couple of brand new planning opportunities for you at the end of the year and these will be repeat events that will coincide

0:55.1

with the planning days in 2024 so take a listen to what I shared in one of the

1:01.0

Friday podcasts.

1:03.6

When I get to the point where I'm like, okay,

1:05.2

now's the time.

1:05.9

We got to empty out the Sunday basket.

1:07.9

I'm going through every single 2.0.

1:09.6

I'm trying to do the 2.0 projects.

1:11.7

I'm taking anything that can go into the binders. Okay great I'm in the binders.

1:14.8

I'm going to go through the binders and freshen up my binders. When I'm in work I go through all of my work boxes

1:22.1

which now I have a lot of work boxes, and I move anything

1:26.7

that is done into a workbox for the next quarter and anything that got moved from a pink slash

1:32.4

pocket into a purple.

1:34.0

I'm talking more about that in the next couple episodes and I do this right at the end of the

1:39.1

year. So here's what's coming.

1:45.0

In the next two podcast I'm going to tell you exactly how I do that for home and exactly how I do that for work.

1:51.0

And then I'm going to invite you to do it with me. So here's what it's going

...

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