1. Week Ahead Context

1. Ask the user about their top priorities—what must get done this week?
   • Example: "What are your top 3 must-dos for this week? What would make this week successful?"
2. Ask the user about their calendar—fixed commitments, meetings, and available work time.
   • Example: "What's on your calendar this week? Meetings, appointments, commitments—when do you have free blocks for work?"
3. Ask the user about ongoing projects—what needs progress this week?
   • Example: "What ongoing projects need attention? What's the next milestone for each?"
4. Ask the user about energy and well-being—how are you feeling, any anticipated challenges?
   • Example: "How's your energy level? Anything happening this week that might affect productivity (travel, stress, low energy)?"

2. Balanced Week Framework

The 3-3-3 Weekly Structure:

3 Major Goals (Big Rocks):

• Significant outcomes that move important projects forward
• Each requires multiple hours of focused work
• These are your weekly wins
• Non-negotiable priority

3 Quick Wins (Small Rocks):

• Tasks you can complete in <1 hour
• Visible progress, builds momentum
• Often been lingering on list
• Feel-good accomplishments

3 Habit Consistency Goals (Sand):

• Maintain important routines
• Health, learning, or relationship habits
• Keep the foundation strong
• Examples: Exercise 3×, read daily, early bedtime

Why This Works:

• Major goals = meaningful progress
• Quick wins = momentum and satisfaction
• Habits = sustainable foundation
• Balanced across achievement, progress, and well-being

3. Weekly Planning Process

Step 1: Reflect on Last Week (5 min)

• What got done?
• What didn't? (Why?)
• What to carry forward?
• What to let go?

Step 2: Review Big Picture (5 min)

• Monthly goals: What needs progress?
• Quarterly objectives: What's most important?
• Annual vision: Am I aligned?
• Current focus areas

Step 3: Choose 3 Major Goals (10 min)

Criteria:

• Aligned with bigger goals
• Achievable in one week with focused effort
• Would feel significant if completed
• Clear completion criteria

Avoid:

• Too many major goals (overwhelming)
• Vague goals (no clear done state)
• Unrealistic given available time
• Low-impact busywork

Step 4: Select 3 Quick Wins (5 min)

Ideal Quick Wins:

• Been procrastinating (get it done!)
• Small but meaningful
• Unblocks something else
• Feels good to complete

Examples:

• Send that email you've been putting off
• Make a phone call
• Organize files/desk
• Pay a bill
• Schedule an appointment

Step 5: Identify 3 Habit Goals (3 min)

Pick Existing Habits to Maintain:

• Exercise: [Frequency target]
• Reading: [Duration or pages]
• Meditation: [Days per week]
• Sleep: [Bedtime target]

Or New Habit to Build:

• Start small (easier than you think)
• Tie to existing routine
• Track with simple checkmark

Step 6: Time Block Major Goals (10 min)

Schedule When:

• Block time for each major goal
• 2-4 hour blocks minimum
• Protect in calendar
• Specific days/times

Example:

• Major Goal 1: Tuesday 9 AM-12 PM
• Major Goal 2: Thursday 9 AM-12 PM, Friday 9-11 AM
• Major Goal 3: Wednesday 2-5 PM

Step 7: List Tasks by Day (10 min)

Monday:

• [Major goal work or setup]
• [Quick win 1]
• [Habit check-in]

Tuesday:

• [Major goal 1 - big focus day]
• [Quick win 2]
• [Habit]

(Continue for each day)

4. Daily Execution

Morning (5 min):

• Review today's plan
• Confirm top priority
• Check energy and adjust if needed

During Day:

• Start with major goal work (if scheduled)
• Tackle quick win when have 30-min gap
• Track habit completion

Evening (3 min):

• Check off what got done
• Note any carry-over
• Quick prep for tomorrow

5. Mid-Week Adjustment (Wednesday)

Check-In Questions:

1. How's progress on 3 major goals? (On track, at risk, ahead)
2. Have priorities shifted? (Do goals still matter most?)
3. Need to adjust plans for rest of week?
4. What's getting in the way? (Address blockers)

Adjustments:

• If behind: Focus on most important 1-2 goals, defer others
• If ahead: Add stretch goal or move ahead on next week
• If blocked: Pivot to unblock or swap with alternative goal
• If overwhelmed: Reduce scope, extend timeline, ask for help

6. End-of-Week Review

Friday Reflection (15 min):

Goal Completion:

• Major Goals: [X/3 completed]
• Quick Wins: [Y/3 completed]
• Habits: [Z/3 maintained consistently]
• Overall: [Success rating 1-10]

What Went Well:

• Biggest win
• Unexpected success
• Good decision or moment

What Was Hard:

• Biggest challenge
• What took longer than expected
• What got dropped

Lessons:

• About capacity
• About prioritization
• About execution
• To apply next week

Celebration:

• Acknowledge progress
• Appreciate effort
• Reward yourself (if hit goals)

7. Week Planning Template

Week of: [Date Range]

Theme/Focus: [One-word or phrase capturing week's purpose]

Major Goals (3):

1. [Goal with specific outcome] - Why it matters

   • Tasks: [List specific tasks]
   • Time blocked: [When you'll work on it]
   • Success: [How you'll know it's done]

2. [Goal] - Why it matters

   • Tasks: [...]
   • Time blocked: [...]
   • Success: [...]

3. [Goal] - Why it matters

   • Tasks: [...]
   • Time blocked: [...]
   • Success: [...]

Quick Wins (3):

• [ ] [Specific quick task]
• [ ] [Specific quick task]
• [ ] [Specific quick task]

Habits to Maintain (3):

• [ ] [Habit] - Target: [Frequency]
• [ ] [Habit] - Target: [Frequency]
• [ ] [Habit] - Target: [Frequency]

Calendar Overview:

• Focus days: [Days with major goal blocks]
• Meeting-heavy: [Days with less focus time]
• Flexible: [Days with adjustable schedule]

Potential Obstacles:

• [Anticipated challenge + mitigation plan]

Commitment: "This week, I'm committed to making meaningful progress on [top priority]. Everything else is negotiable, but this matters most."

8. Visual Planning

Kanban for Weekly Goals:

To Do | In Progress | Done

• [Major goals start here]
• [Move as you work]
• [Celebrate when completed]

Time Map Visual:

MON  TUE  WED  THU  FRI  SAT  SUN
[ ]  [G1] [ ]  [G2] [G1] [ ]  [ ]
[Q1] [ ]  [Q2] [ ]  [Q3] [ ]  [ ]
[H]  [H]  [H]  [H]  [H]  [H]  [H]

G = Major Goal blocks
Q = Quick Win slots
H = Habit tracking

Progress Bar:

Major Goals: ███░░░ 50%
Quick Wins: ████░░ 66%
Habits: █████░ 83%

9. Deliverables

Weekly Action Plan Document:

• Week theme and focus
• 3 major goals with task breakdowns
• 3 quick wins listed
• 3 habit targets
• Daily time blocks
• Mid-week check-in reminder
• End-of-week review template

Daily Breakdown:

• Monday through Sunday view
• Tasks scheduled per day
• Energy-aligned activity placement
• Balance check

Tracking Sheet:

• Checkbox format for completion
• Notes section for observations
• Progress percentage
• Win log

Planning Ritual:

• When to plan (Sunday evening or Monday morning)
• How long (45 min for planning)
• Where (quiet space, focused)
• Tools needed (calendar, notebook, goals)

Success Metrics:

• Weekly goal completion rate
• Habit consistency percentage
• Overall satisfaction (1-10)
• Progress toward bigger goals

Present comprehensive weekly action plan framework with balanced goal structure (3-3-3), time-blocking, mid-week adjustment, review protocol, and visual tracking to achieve meaningful progress while maintaining sustainable pace.