Back in January I wrote about trying a new long term planning system that isn’t the Theme System or theme based, and isn’t yearly goal based, but rather is based on breaking the year into four 13 week blocks, each one representing a fully independent quarter.

I’m now in week 11 of the second of these blocks (quarter two, to put it more simply), and I’m starting to plan the next quarter. While working on my plan I thought that it would be useful to document the procedure, talk about my review process, and discuss how I planned the previous quarters, how things went, and what I plan to do differently in the third quarter.

The point of this system is to break the year into more manageable parts. This allows for greater flexibility in planning, time to “recover” from life’s surprises, and time to work on meaningful, long term projects. On the one hand the entire year isn’t a wash when life deals one of its blows, and on the other hand you can allow yourself to express a realistic amount of ambition.

Starting the Third Quarter’s Setup

I use the Leuchtturm Bullet Journal for my planning, and it should last me to the end of the year. After that I’ll switch to a Leuchtturm 120gsm dot grid notebook, as I don’t use any of the Bullet Journal features in my current notebook.

The first bit is a bit mindless, but I prefer to see it as meditative. Each week in my planner gets two pages, and so I leave four empty pages after the last spread of the previous quarter. These four pages will contain my plan for the quarter, broken into various sections. More on how I build that in a later post.

Then I sit down and draw out 13 weekly spreads. On the left side of the spread I write down the days of the week and the dates, and on the right I just put a “Weekly Tasks” title with the number of the week in the quarter in square brackets. I do this in one sitting for the entire quarter, and it takes about 30 minutes because I don’t rush it. This is how the pages look at this point:

This is how it looks when it’s filled and in use:

The left side gets filled with my exercise plan for the week, major appointments, and important things I don’t want to forget.

The right side has my weekly goals, both in the form of various checklists with checkboxes and more general lists. This is where my quarterly goals get put into action – every Friday or Saturday I look at my quarterly goals, and then try to advance as many of them as I can in the week. Things become more quantifiable at this point, though it’s often only in my daily to do lists that they become real, doable tasks. My daily to do list is something that I write the night before on an A5 loose sheet of paper, and recycle once I’m done with it.

Next time I’ll post a bit more about how I create the quarterly plan.

How do you plan your year? How is your planning going now that the year is halfway through?