At the beginning of every school year, I analyze my current organizational system. I scour store aisles, apps and internet looking for the perfect planner to help me organize mine and my family’s busy schedule. I’ve spent countless dollars on what I thought was the perfect system and I’ve tried a lot of them. However, nothing worked quite right, planners were never quite flexible enough to take into account my kids unpredictable needs, my physical capabilities and energy or my underestimation of how long a task is really going to take.
That is, until I read The 7 Habits of Highly Effective People by Stephen Covey. Among the many “aha” moments in the book, there is a template for a planner which is PERFECT to take into account my many roles and my goals associated with each one. So I created a color-coded template in Google docs and customized it for my needs.
Here’s a picture of part of my template, there are more color coded roles on the bottom underneath the After Hours (aka after my bosses – the kids – are in bed).
Each color describes a different role that I have as mom, CEO of our household, wife and me personally. In the first column are each of my roles, which are: Chef, Educator, Physical Trainer, Housekeeper/Organizer, Accountant (household finances including budgeting, expense tracking and coupon organizing), Personal Shopper, Event Planner, Blogger, Wife and Individual.
In the second column are my weekly goals for each of the roles. Since this is my template, I put all my goals for each of the categories and then copy the weekly goals into each week’s schedule.
In the Monday-Sunday priorities section, I copy the specific weekly goal in the order of which they need to be done. As you can see, if I need to set the slow cooker for dinner it is earlier in the day’s priority. This helps make sure I don’t forget!
In the Monday – Sunday appointments/commitments section will be the appointments we have for the week.
I print one copy to hang in the kitchen and mark off my completed tasks as I go. If it doesn’t get done, I just copy the color-coded task to the next week’s schedule in my Google doc file when I am planning out the next week. I even put links in the online file to the online recipe, both so I can find it and then so I can share the link with you in my Small Victories Sunday post!
Having the file in Google docs allows me to share the file with Superhubby, who doesn’t need to ask what I do all day…I can show him! He can also add tasks he needs to be done. I also have a template for my oldest son, who’s roles include Student, Athlete, Family Member and Individual and the goals we discussed together for him.
I am enjoying this homemade planning tool so far. Think it will help you? Feel free to download the 7 Habits Weekly Planner – Clean template pdf version here.
What is your preferred planning tool? What roles do you play in your household? What are some of your goals you’ve been wanting to accomplish? I hope this tool helps you, let me know if there are any items you think I should add/adjust. I’d love to hear your feedback!