2 · Plan & Do

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Core · Step 2 of 3

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Turn goals into work that gets done. Set a few goals for the quarter, break them into projects and tasks, and run them every day.

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When you need this

You are busy, but is it the right work? — Every task should trace back to a goal.
Goals get set and forgotten — A weekly check keeps them alive.
You explain the same work again and again — Write it down once as an SOP.

1 · Add your areas

Sales, Delivery, Marketing, Admin — the parts of your business. 5 min.

2 · Set 1–3 goals

One Objective each, with 2–3 Key Results. 20 min.

3 · Plan this week

Turn each goal into a project and its first tasks. 15 min.

Plan — set direction

The parts of your business everything is grouped by.

Quarterly goals and how you measure them.

Bigger pieces of work with a finish line.

Do — get it done

Everything to do, by day and priority.

Agendas, notes and follow-ups.

Keep — write it down

Step-by-step how-tos, so work can be repeated or handed off.

Ideas, research and anything worth keeping.