Daily Planning Review

Habit Card

Click on the box

Click on the box

Click on the box

Weekly Review

Advice on setting realistic and achievable goals, even in high-pressure environments.

Overcoming Anxiety at Work

Summary: Strategies for reducing workplace anxiety and creating a secure environment for all employees

Main Outcome: Reduced workplace anxiety

Top Benefit(s): Improved overall mental health and productivity

Next Steps: Implement stress-reduction techniques and monitor their effectiveness

Time to Complete: 30 minutes

Target Audience: All employees, Mental health advocates

Why it works

Before:

“Time and Priority management” is on most of our client’s self-development plans; when we ask how they prioritize their days, we get mixed answers like “I just go by my inbox”, “I think of it during my commute”, ” I read my TO DO”, “I go by my calendar”… We also hear from most of them things like “I work too many hours”, “I do not spend enough “Strategic” time”, “I should have said NO to that or him”, “I feel anxious, stressed too often”….

After:

The Daily Review is a process that in less than 30 minutes per day helps you plan your day by preparing all the different parts of you that will be in power during your day: of course your Rational part but also your Emotional and Reptilian parts (the ones in charge under trigger or pressure or with key stakeholders). By clarifying your TO DOs from your NOT DOs, this process adjusts your day to your capacity and your priorities but also to the unknown (20-40% for most of us) while sharing visibility with others for notice and alignment.
Most clients using this process report after a few weeks having saved between 4 and 6 hours per week; what would you possibly do if all your Friday Afternoons were off? 🙂

TO DO

5m: Prep 
  • Set a 25m timer
  • Synchronize emails
  • Do a Reset Routine
  • Update Calendar for the previous day (timeslots)
5m: Adjust your calendar
  • After reading your Weekly Priorities and your Calendar (today and tomorrow)
  • Adjust timeslots (label, duration, time, and color)
  • Check: no overlap + buffer/breaks timeslots (especially before potential triggering events)
5m: Read/Flag emails (but DO NOT answer them yet)
5m: Prepare your meetings/priorities for the day:
For TO DO:
  • reframe expectations until 1) aligned with others’; 2) achievable in the time available; 3) under your exclusive control; 4) you feel no stress or potential trigger
  • communicate to others for enough visibility/alignment/notice (to maintain trust and credibility)
For NOT DO:
  • commit to what you will NOT DO and assess how your guts feel
  • decide the best communication strategy (to maintain trust and credibility; key if you are triggered):
    • cancel, delegate, reschedule, rescope…
    • communicate to others for enough visibility/alignment/notice
5m: Reset Routine + Buffer
Optional:
  • Answer Urgent and Important emails

NOT DO

Start reading or answering emails (as they are others priorities, not yours and are likely to trigger you)
Skip the review or the emotional side of it (as the emotions will uncover your potential triggers which are your main time stealers)
Skip the NOT DO tasks (as they create many triggers and often the belief that “I am not good enough if I don’t do it”)

Example

Video to be uploaded

 

Your next 2 weeks steps 

Start NOW or schedule your first try:
  • Apply TO DO right away (<30 minutes)
  • Once done, decide your commitment for the next 2 weeks
    • How are you feeling right after? Compared to before? What was the value for you?
    • What to adjust for you to commit for 2 weeks?
    • Visualize the next time you apply it and how you would like to feel
    • Celebrate that you have tried something new
Build your habit (-> more practice -> more results)
  • Model: After [OTHER CURRENT HABIT] and at/when [TIME], I will [NEW HABIT] in [LOCATION].
  • Example: When I sit at my desk for the first time in the morning, I set a timer for 25 minutes, I visualize myself finishing my Daily Planning Review and feeling much clearer, excited, and less stressed about the day.
  • Print your sticky habit
Total time:

30m/day X 8 = 4 hours in 2 weeks

How you measure success: 

Have applied at least 8X times in the next 2 weeks

What value you can expect: 

Less stress or distraction; more focus; 4-6 hours saved per week

How to get started: 

Print and fill your Habit template then apply right away

 

With more time

Apply more often

Insightful? Potential positive changes for you?

What are you willing to commit as next steps?

Meet The Author

Ludo Pasquereau

The Founder of Wiser Sooner Coaching
Founder of Wiser Sooner Coaching, Ludo is an ICF Professional Coach (PCC) with over 25 years of experience in leadership roles for project management and business development in engineering-focused industries. Most of Ludo's clients develop the skills and confidence to improve their performance and be
more authentic under pressure, at work or at home.

Get more content like this

Sign up today and get more contents, offers and updates!

Mini Cart 0

Your cart is empty.

en_USEN