Set yourself up for success with The Better Grind’s Free OneNote Planner Template for Professionals.
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A Daily Planning Habit
‘I’m not sure how you do it all!’
A colleague said to me over coffee recently.
He was wondering how I managed to smash my professional development goals for past year, while staying on top of project deadlines and leaving on time almost every day.
My answer was simple.
‘By taking small steps every day.’
Yep, it really is that easy. The habit of taking small continuous steps towards a goal will allow you to achieve big things.
Every morning I sit down at my desk with a cup of coffee. I open up my planner and write out my5 most important tasks for the day. These are the tasks that will get me closer to my long term goals and important work deadlines.
Then, I focus on those tasks. I move on to ‘everything else’ only when I have them completed.
The tool that I use for this morning ritual (and much more!) is my OneNote Career Planner.
OneNote Planner Template for Professionals
The Better Grind’s OneNote Planner Template for Professionals is the daily planner that I have developed, trialed and tested over the past three years of my professional career.
It’s the tool that I use to write out daily priorities, to manage my weekly tasks list and to keep track of my long term career goals. The planner is designed to:
- Be simple, sleek and professional,
- Keep long term goals and values front of mind,
- Promote effectiveness and productivity,
- Reduce stress,
- Help get you out of the office on time!
I think the world would be a better place if we could all get our work done more effectively and get out of the office at 5pm on the dot to enjoy the evening with our friends and families!
How DoI Download The Template?
To download the OneNote Planner for Professionalsclick here.
What’s In THE OneNote Planner Template?
The Better Grind’s OneNote Planner Template for Professionals includes the following sections:
- Goal Tracker
- Dated Weekly Planner
- Rainy Day Task Tracker
- Feedback Tracker
The current planner includes dated weekly pages from Jan 2020 through Dec 2020.
How TO USE THE OneNote PLANNER TEMPLATE FOR PROFESSIONALS to Be EFFECTIVE In YOUR CAREER
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This is how I personally use the OneNote Planner for Professionals to be effective in my career. The template is fully customisable, so you can tweak to your hearts content!
TheGoal Tracker
The Goal Tracker is a space to keep track of professional development goals for the year.
I keep a summary of the goals from previous performance review here and refer to them regularly.
There’s a space to note down achievements and progress each month.
When the time for a performance review comes around, this section provides a month-by-month list of all the awesome things I achieved for my team and the business ready to share with the boss.
The Dated Weekly Planner
This is where so much of the magic happens! I have this open on my computer (almost) at all times!
Each morning, I open up the daily planner and write down my 5 most important tasks for the day. I also note down all of the other tasks that I would like to get done that day if possible.
Next, I’ll quickly categorise the tasks using the Eisenhower Productivity Matrix. This sounds fancy and confusing, but I promise it’s actually super simple! The template walks you through step-by-step how to use tags to categorise your tasks.
Then, I’ll sit down with my coffee and focus on the five priority tasks until they’re complete.
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When these tasks are marked as complete, I’ve won the day! Success!
With the time I have remaining, I move on to the rest of the list. If I can’t get those finished, no sweat, I’ll re-evaluate my priorities when I’m fresh the next day.
Rainy Day Task Tracker
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Here I collect the my ‘rainy day’ tasks.
These are important tasks which will add value to my team, the business or my professional development. They’re generally not urgent and need a longer period of focused time to complete.
When that quiet period comes around I refer back to this list for plenty of valuable tasks to work on until the next deadline comes along.
Feedback Tracker
When it comes to professional development, feedback is worth it’s weight in gold!
Whenever I receive informal feedback from a boss or colleague, I note it down here for future reference. At the end of the month and year I’ll look over the feedback I received and look for common themes.
Enter your email here to download the free onenote planner template for professionals.
How To Install The FREE ONENOTE PLANNER Template
Follow these simple instructions to download and install The Better Grind’s Free OneNote Planner Template for Professionals:
- If you don’t have a Microsoft account already sign up here.
- Check the link to download the planner in your emails;
- Download the ‘2020 The Better Grind Weekly Career Planner’.
- The download is compressed, un-zip the file, so you have a regular folder.
- In any modern web browser, visit OneNote Notebook Importer.
- Login with your Microsoft account and click ‘Import’.
- Select the ‘2020 The Better Grind Weekly Career Planner’ folder extracted in Step 4.
- When the upload is completed visit OneDrive and login with your Microsoft account.
- Click ‘Documents’.
- Select ‘2020 The Better Grind Weekly Career Planner OneNote’.
You’ve installed the Free OneNote Planner for Professionals!
You can start editing the notebook straight away online. I recommend you click ‘open in app’ to open the notebook in OneNote for Desktop.
How to Download OneNote for Desktop
I really recommend using the template in the desktop version of OneNote. The desktop version runs faster and is generally nicer to use than the online interface:
- You can download the software for free here.
- Visit OneDrive and login with your Microsoft account.
- Click ‘Documents’.
- Select the 2020 The Better Grind Weekly Career Planner.
- Click ‘Open in App’.
The planner will now open in OneNote Desktop.
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DID YOU TRY THE TEMPLATE?
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Did you try out the OneNote Planner Template for Professionals?What are your favourite office productivity tools? I’d love to hear from you, leave a comment below!