The video above is a short walkthrough of the Daily Momentum Planner. The Daily Momentum Planner helps you plan to do the right projects and actions during the right part of the day. The most up-to-date version of the Daily Momentum Planner is with the rest of our tools on the Free Planners page – you might want to grab it there to follow along with this post.
It incorporates the insights from How Heat Mapping Your Productivity Can Make You More Productive, namely in that we have more creative energy during some parts of the days than during others. Thus, it makes sense to do the work that requires creative heavy lifting during the times where you have peak creative energy.
The Basic Concept of the Daily Momentum Planner
The Daily Momentum Planner helps you sort your day first by major projects, then by tasks, so you can figure out what you should do when.
The Daily Momentum Planner has six work areas:
- Today’s Projects
- Scheduled Events
- Supporting Tasks
- Emergent Tasks
- Today’s Schedule
The Notes area is self-explanatory. The rest could probably use some description.
This block is intentionally small. Trying to plug too many major projects into one day tends to leave us overwhelmed with how much we have to do. I give enough space for five (5!) projects. If you can get five major projects done in a day, then you’re doing better than a lot of people are.
If you’ve filled out the Weekly Momentum Planner for the week, these should be the same projects you wrote down on it. You’ve already done the work, so don’t re-create the wheel here.
(Note: I’m using “project” in the broad sense, meaning some key product or service that needs completion. Whether something is a project or a task is a post for another day.)
This area is used for any already scheduled meetings, events, lunch dates, and/or appointments, so you can see them all in one place and use the Today’s Schedule section accordingly. If you fill out your Scheduled Events daily, you may be able to recognize a pattern of planning your meetings or meetups at your peak productivity times and change those times for future scheduled events.
These are the tasks that directly support the projects you’re working on.
Notice the numbers next to the tasks? Those correspond to the level of energy (the productivity level) this project needs in order to be completed. Projects that require the most productive horsepower get a circle around the #1 box, whereas tasks that need to be done but require less juice get a #2 box, and so on. You might also want to check out Four Ways to Use the Four Boxes on the Daily Action Planners (the precursor to the Daily Momentum Planner) to see how different readers have used those boxes throughout the years.
I’m using “tasks” a bit broader here, too. For example, the task “Respond to Email” may include the sub-tasks “Check Email,” “Sort Email,” and “Respond to Email.” I’ve intentionally left it broad so that you can manage tasks at whatever level you need to — e.g., sometimes you really need to list every step in the process and sometimes you don’t.
It’s relatively common for unplanned tasks to pop up in the middle of the day. This block is the place to dump those tasks. If one of those requires more capacity to complete than some of your other tasks, it may bump them. Otherwise, it can sit there until you have time to deal with it.
This area is helpful because it gets the task off your mind while you work or makes you re-prioritize your work to complete the task if it has to be done. This area remains empty during your planning process so that you can review it later on to see what tasks you planned to do and what tasks you didn’t plan on doing — it’s helpful for future planning.
This area is where the rubber hits the road. You’ll notice that the boxes numbered 1–4 are there, too. By default, the 1–4 numbers are there to let you know what energy state you’re normally in based on your results from the Productivity Heatmap. Of course, you may not have liked the whole heatmap concept, in which case you can use the numbers to indicate something else. Just define what they mean to you and drive on!
You’ll also notice four lines in each block. The default context for those blocks is that they’re 15-minute increments. Using them this way, you can just quickly write the task down on the third line and understand that you plan to do the task at 30 minutes past the hour. Alternatively, you could see the lines as listing all the tasks you want to get done sometime in that hour. Either way works, as long as you’re consistent with the usage.
Lastly, the hour sections can be linked by arrows, brackets, circles, or whatever way makes sense to you as you plan. I tend to group several of the boxes because I like to schedule large blocks of time to work on projects so I can follow the Two-Hour Rule.
I’ve intentionally designed this area to have some flexibility so that as much usable information can come from one sheet as possible. You may not need 8 hours in focus, in which case you can just cross through the hour sections you don’t plan on using. Hopefully the versatility here is an advantage and doesn’t lead to indecision and confusion, because indecision and confusion are counterproductive.
How to Use the Daily Momentum Planner
Now that you’re oriented to the Daily Momentum Planner, here’s the process for using it:
- If possible, complete the Weekly Momentum Planner first. Its higher-level perspective makes it faster to complete the Daily Momentum Planner because it helps you make decisions without getting into the minutiae.
- Fill in the Today’s Projects block. These should be the corresponding ones from the Weekly Momentum Planner.
- Fill in the hour and choose a number (1–4) in Today’s Schedule based on how much energy you have during the times you place in there. For example, if your work day starts at 11 am, write 11 am in the first hour section above the four numbers. If that’s when you’re at a creative peak, check or circle the #1. Use the insights from the Daily Productivity Heatmap.
- If you have any scheduled events, go ahead and place them in Scheduled Events. Notice whether there’s a trend of those meetings and scheduled events sitting during your peak times and hot times.
- Fill in the Supporting Tasks block. If you already have a pretty good handle on what it takes to get a certain project done, then you might no need to go into too much detail. However, some projects can use some splitting up, so do that here. Also, consider the difficulty of the task – if it requires a lot of productive energy, mark the #1 box so you know you need to do that during blocks of time in which you’re at your productive peak.
- Place the tasks from Supporting Tasks in the open blocks in Today’s Schedule. As best you can, match the tasks with high energy requirements to times when you have the highest energy.
- Do not use the Emergent Tasks block for planning. That block is reserved for emergent tasks so you can separate them from planned ones, as the former are often more time sensitive than the latter, and you don’t want them to get mixed into the fray. It’s also helpful to see over the course of a week how many unplanned things end up on your plate so you can figure out why that’s happening or at least know that you have X number of tasks that show up on your plate.
A Momentum Planner for Every Perspective
The Daily Momentum Planner pairs with the Weekly Momentum Planner and Monthly Momentum Planner to create a complete chain of perspectives. You can start with your monthly planning and chunk your projects all the way down to 15-minute increments if you wish. Or you can start with where you are today and work yourself up to the monthly view.
Where you start your planning process isn’t as important as that you’ve started. If you’re planning effectively, you’ll always be changing your plans. Get to it!