12 Step Checklist To A Calm & Productive Schedule

I made a 12 step checklist to a calm & productive schedule that I keep coming back to.

For the past 4+ years, I’ve studied morning routines & time management diligently and the amount of information can be overwhelming.

So the Time Management Checklist was born:

  1. Identify the person you want to be

    Who do you want to be? How do you want to show up. Present, calm, someone with boundaries, responsive, etc.

  2. Do the Life Pie exercise

    Split your life into 3-5 pieces (ex: health, family, work). Get really clear on what these are. This not only determines where your time is spent, but where your happiness is coming from.

  3. Time block

    Take your pie pieces and time block where they’re happening in your week. Example: family time happens after work, workout time is in the morning. If it doesn’t have a time block, it’s probably not happening.

  4. Aligned with what you crave

    Is your schedule aligned with how your body/brain operates? If you brain works best in the morning, maybe that is the time to work on that dream business. If your body has the most energy in the morning, maybe that’s the time to workout. This limits the amount you’re FORCING yourself to do something.

  5. Beginner mode

    Is your schedule set to beginner mode? Do you have habits or things on the schedule that feel manageable and sustainable, and won’t lead to burnout? For example: if you normally wake up at 7am, but tell yourself you’re going to start waking up at 5am to workout, you’re going BEAST MODE instead of BEGINNER mode. First try waking up 15 minutes earlier and then work your way up so that 5am becomes a lifestyle change, instead of a short term goal.

  6. Wind down time & activities

    It takes longer than we think to get our brains to shut down for bed. Instead of having a bedtime, have a wind down time 1-2 hours before bed to get your brain to slow down. That could include not working, leisurely reading, or journaling. Anything that prepares you to be ready to sleep when bedtime comes around.

  7. Sleep buffer

    The goal isn’t to rush in the morning, so why rush out of bed? Here’s your permission to give yourself a sleep buffer or 15 minutes to leisurely wake up. This is also a good benchmark if you’re someone who continually hits snooze.

  8. Rest days

    This is scheduling unscheduled time. This is time to reset, relax, or maybe get caught up on something that didn’t get finished this week. Creating more flexibility and rejuvenation in your schedule.

  9. Special spots

    This is designating a special spot for each thing you do. Where do you work? Where do you sleep? Say your Special Spot for work is your desk. That means your desk is where you go to focus on work, and maybe not scroll social. Likewise, that means work doesn’t occur in bed. The purpose of this is designating a place you can be fully present for what you’re doing, and your brain can easily switch into the mindset it needs to be in.

  10. Phone settings aligned

    Are your phone settings aligned with the person you want to be? Are they aligned with your Special Spots? For example, if you want to be present, maybe you limit the notifications popping up on your home screen. Or maybe work emails only get checked at your desk, and not when you’re at the gym.

  11. Routine options

    Give yourself options for routine so you’re more likely to do it. For example: you could have a go-to-the-office morning routine that is a little shorter, and a work-from-home morning routine that is a little longer. It doesn’t need to look exactly the same every day and you can give yourself options.

  12. Anchor activity

    Have an Anchor Activity for yourself, or something you do for 2-5 minutes each morning no matter. This could be journaling or taking 5 deep breaths. The purpose is to show up and check-in with yourself. It doesn’t always have to be all or nothing when it comes to your morning routine.

Reminder - you don’t need to integrate all of these at once.

Pick 1 that resonates the most right now and start integrating into your schedule.

I have the full 1-pager checklist if you want to download & save for later!

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Need guidance on which 1 to get started with?

I open a few 15-min spots on my schedule each week to chat with people about their morning routine & schedule (for free)! Feel free to grab one before they’re gone :)