Time Management Series www.executivementor.com.au Business Mentor Perth

1. Session Five:
Planning Tips and Tricks
Guidelines for Efficient Planning (I)
•Did you know that you can save yourself an hour
each day just by getting organized?
•There is no need to do a big clean up once a year if
you can take a half hour once a week to file, sort,
and keep things organized.
•Identify and operate in the short and long term.
•An up-to-date master calendar can be helpful.
Planning Tools (I)

2. Session Five:
Planning Tips and Tricks
Guidelines for Efficient Planning (II)
•A "Things to do Today" list helps focus attention
on the highest priority items.
•Action planning worksheets, milestone charts, and
PERT diagrams are excellent planning aids.
•Planning contact with colleagues and staff will help
minimize disruptions.
•The most effective approaches to planning are
those tailored to meet individual needs.
•Flexibility is important.
Planning Tools (II)

3. Session Five:
Planning Tips and Tricks
A Planning Checklist
•What
•Where
•When
•How
•Who
Planning Tools (III)

4. Session Five:
Planning Tips and Tricks
Short Term Planning Tools
•A daily to-do list
•A planner with at least a week at a glance
•A monthly project list
•Project planning worksheet
Planning Tools (IV)

5. Session Five:
Planning Tips and Tricks
Organizing Your Work Area and Your
Paperwork
•Do it now!
•Dump.
•Sort and group.
•Set up a system.
•Don’t save papers that you can easily find
somewhere else.
Planning Tools (V)

6. Session Five:
Planning Tips and Tricks
• Our group is going to get together in about six
weeks and have a follow-up get-together.
• What are the tasks that have to be done?
• How long will each task take?
• Who will be responsible for each task?
• Which task should appear in a calendar?
Planning a Get-Together

7. Session Five:
Planning Tips and Tricks
• Our group is going to get together in about six
weeks and have a follow-up get-together.
• What are the tasks that have to be done?
• How long will each task take?
• Who will be responsible for each task?
• Which task should appear in a calendar?
Planning a Get-Together