Welcome to the quarterly planning system that will help you get more of the “right” things done. First, I have a couple of suggestions for you:
Bookmark this page now for an easy return
Make copies of your copies so that you always have a fresh, clean template to work from for the new quarter
Subscribe to the YouTube Playlist and plan with me:
▶️ 12 Week Year | Plan with me Playlist
Welcome to the 12 Week Plan + Track!
Realize Your Vision
A year is too long to plan! Take it quarter by quarter. Watch the videos, copy the templates, follow the steps, and customize your robust 12 Week Plan.
1. Visualize Your Future
Every plan starts with a vision. Today is Point A. Where is your Point B?
✍🏼 Complete Your Vision Document
2. Craft Goals for Your Vision
It’s easier to design goals for a clear vision. These must be meaningful to you.
✍🏼 Determine Your Goals
3. Set Tasks to Take Action
Set actionable tasks designed to reach your goals. Commit to taking action every day.
✍🏼 List Your Goal Related Tasks
4. Execute + Track + Score
Track and score your tasks to provide valuable data on how you are doing.
✍🏼 Track, Score, + Reflect as You Go
Copy the Google Sheet
Click the button below to make a copy of the 12 Week Plan + Track Google Sheets. Follow the step-by-step instructions in this video to create your Vision, determine your Goals and Tasks, and then set up your weekly plan.
▶️ Watch a video on crafting your Vision
▶️ Watch a video on Goals + Tasks
▶️ Watch a video on Week 1 Tracking + Scoring
FIRST THINGS FIRST
Copy the Vision Templates
Click the buttons below to make copies of the 12 Week Plan + Track Vision Google Doc and the Canva Vision Board Template. These links are also in the Google Sheet and Vision Google Doc along with a Canva Basics tutorial booklet.
FIRST THINGS FIRST
Copy the Notion Template
Notion users! Make a copy of this “done for you” template for following the 12 Week Plan + Track. Watch this video for instructions and ideas.
OPTIONAL
Download CSV
Asana users! Download this “done for you” CSV file to import into your Asana as a project for following the 12 Week Plan + Track. Watch this video for instructions and ideas.
OPTIONAL
Download Board Covers
Asana users! Download these Board Covers to make your 12 Week Plan + Track visually inspiring. Watch this video for instructions.
OPTIONAL
Mid-Year Review
As a bonus, I’ve included the Mid-Year Review Process. This additional resource ensures that you not only acknowledge and celebrate your accomplishments but also allows you to make any necessary adjustments along the journey towards living your dreams. It’s all about recognizing your progress and embracing the power of growth!
BONUS
2025 Bonus Templates!
As an additional bonus, I’ve created a suite of 6 templates and an AI data analysis demo to support your goals, planning, and execution.
Pattie Belle Hastings
Hi! I’m Pattie Belle, but you can call me “PB.” I’ve been a time, life, and mind management geek since I worked with David Allen (long before “Getting Things Done” was published) at a Danish time management company in the mid-80s. I’ve been studying, researching, and practicing productivity methods ever since. I am super interested in cultivating focus and flow for myself and my clients. So if you need some help implementing strategies that are the right fit for you, schedule a call, and we can discover how my 1-to-1 consulting options can benefit you.
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