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Part III: Managing Meaningful Clutter > Your Ideal Planning System

Chapter 17. Your Ideal Planning System

Penny keeps most planning information on her home PC and carries a pursesize calendar for appointments (business and personal). She checks her PC every morning independent of whether she’ll work from home that day. Her PIM (personal information manager) starts automatically and displays the day’s calendar and to-dos. She keeps detailed name/address information in a data base and business plans in narrative form using her word processor. Every Sunday she transfers next week’s appointments from her purse calendar to her PC. She plans appointments and other business activities around her monthly objectives and develops her daily and weekly to-do lists on her PC. At month’s end, she does an activity report and plans for the next month. The monthly report is a wonderful reminder of her accomplishments. It also places value on time spent developing new business ideas that didn’t bring in immediate revenue and seeds that have sprouted from the prior month’s effort.


Rocky spends every morning with clients. He’s lucky to get up and out—let alone check a PC schedule. He keeps his calendar and to-do lists in a large three-ring notebook he carries with him. He uses a PC data base to keep client information for marketing mailings. He tries to update his data base weekly, but spending time at a PC is low on his list of fun things to do.



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