Every week at the beginning of the (work) week.
10 minutes.
- Determine what are the most important tasks to be done this week (manual)
- Determine the next step for each task (manual)
- Determine how much work can reasonably be accomplished this week (manual)
Every daily at the end of the (work) day.
5 minutes.
- Determine what are the most important tasks to be done tomorrow (manual)
- Determine the next step for each task (manual)
- Determine how much work can reasonably be accomplished tomorrow (manual)
- Meet with colleagues to discuss ongoing projects and hand off responsibilities
- Write down knowledge transfer documents
- Download pay stubs and tax documents
- Ensure accounts that should still be accessible use a personal email address (e.g., insurance, stocks)
- Return company equipment (laptop, phone, etc.)
Every daily at the end of the (work) day.
15 minutes.
- Review what was planned for the day (manual)
- Did you finish each planned task?
- Were any deliverables missed or delayed?
- How many times I was interrupted?
- How much time I spent on unexpected work?
- Was I got blocked and for how long?
- Rate the quality of work delivered.
- Provide feedback related to the plan (manual)
- Learning & Insights (manual)
- Did you discover a new tool, technique, or process?
- What could be improved next time?
- Review weekly plan and align
- Plan next day
Every week, either at the beginning or end of the week.
15 minutes.
- Review what was planned for the week (manual)
- Provide feedback related to the plan (manual)
- Write down what was worked on that wasn't part of the plan (manual)
- Review monthly plan and align
- Plan next week