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This episode is a business coaching course that explains how to effectively use a day planner.

Results-Focused Training, Tools, and Workshops from Expert Business Coaches.

Featured Coaching Excerpt - Notes & Transcript, Part 1
  • Principle #2: Write down everything.
  • Notable Quotable: "Write down everything in your planner that you want to accomplish on a business, school, or personal level." - Lee Cockerell
  • Lesson Nugget: Remind yourself of important tasks to put on your to-do list by either writing everything down or emailing yourself.
  • Action Step: Write down any important information you need to remember on your to-do list.
  • Super Move: Keeping your email inbox empty ensures you don't lose important reminders you send yourself.
  • Lesson Nugget: Have one central location where you write all of your reminders down; you have one life, so keep it all organization in one place.

-Principle number two-- write down everything. Now, another notable quotable here from Lee Cockerell's book. He says, "Write down everything in your planner that you want to accomplish on a business, school, or personal level." Now you mentioned this earlier, but you're saying when somebody tells you, hey, I would like so and so to interview or hey, we'd like to go grab dinner with you, if you don't write that down, I'm guessing just doesn't happen that often? -I mean literally, this is at 4:00 PM yesterday. I remember this. It was just yesterday. I was in a meeting at 4 o'clock. I was in a meeting that was going well. And I think it was maybe 4:50, because it wasn't 5:00 yet. I was wrapping up a meeting. And as I'm walking out of the hall-- remember, this is me. This is probably not your life. But this is me. I'm walking out of this room-- CALEB TAYLOR: A little claymation right here? CLAY CLARK: Oh, yeah. I'm walking out of this room. So I go out of the room and as I'm walking, someone says to me, hey, real quick, I wanted to know, could I do such and such? And it's a great idea. So I said-- I apologize I keep coughing. It's something I do for attention. So I'm getting the attention. CALEB TAYLOR: You're trying to get that blessing, like that extra "bless you." Please, bless you. -So someone says, hey, I have this idea. Now somebody else walks up to me and says, hey, our roof is leaking. So someone says the room is leaking. Someone else says, hey, real quick, I just want you to know, my computer is freezing. This is not even 10 minutes So each time, for me, what I do-- and I encourage you to do either A or B. One, either write it down with a pen right there. Or for me, I just email myself. So I take all of these things and I immediately email myself. Because I can't forget those things. So I had this person's idea, the roof leaking, the computer problem. This all got emailed to me. And then when I went to a dinner, people said I want to intern, intern, ballet, dinner what the Munches. This is all-- I'm not exaggerating. I probably added 10 things to my to-do list within an hour and a half. This is after work. CALEB TAYLOR: This is the Thrive family dinner. -I was wrapping up my day at 4:50 and from 4:50 to like-- and you can probably relate to that. So whenever someone tells you something, whenever you have an idea, you need to be a good steward of that idea and write it down immediately, whether on paper or send yourself an email. -So the action item is, anything you want to get done, you have to actually write down. -If you don't-- I'm just telling you, the problem is that you start to feel bad. You start to say, I'm so forgetful. Gosh, I always forget. You're not forgetting. It's just the human mind cannot remember everything. In fact, some of the most successful people I know, some of the most successful-- I'm just being honest. I don't know my own home address. And we've talked about this problem. I don't know. People always ask me, what's your address? And I'm like, I don't know. So I have it on top of my to-do list. CALEB TAYLOR: He has it on the to-do list. -So I mean, I used to feel bad, like oh my gosh, I can't remember my EIN number, my Employee Identification Number. I can't remember that. I can't remember my tax ID number. Who cares? Put it on your to-do list. Write it down. -So does it matter though, I mean, when you're talking about all these things coming in, you're adding things to your to-do list, does it matter where you write it down? Or is it important to have one central place or-- CLAY CLARK: You have to have one central place. And I'm giving you option A or B. The fork in the road right now. One, send yourself an email. And you're like, what would I do then? We'll get into that. Either A, send yourself an email. Or B, write it down. Now I know for you, you said we'll get into it, but we'll just do a little teaser here. I'm guessing if you're sending yourself an email and you have 10,000 emails in your inbox that you've opened and read, but they're just there, and maybe 50 that are unopened, you can lose some things in there. You have a super move, though? -I keep my inbox at zero every day. -But that's probably because you get two emails a day? -No, I get probably hundreds a day. But every day, I keep my inbox at zero. And most of the entrepreneurs I know who are top entrepreneurs keep their inbox at zero. -So if you're going to use the email move where you're going to write things down via email, you probably need to go about it that way. -And if you're putting it on paper, you can't be the guy who writes it on a Post it note and then puts it on a piece of paper and then writes it over here on your calendar. It has to be all in one place. You have one life, so you need one planner. You need one to-do list. You need one planner and one to-do list for one life. -So the action items are, again, you've got to write down everything you want to accomplish. And then two, you have to have a centralized place where you write it all down. -Yeah. Absolutely.

Featured Coaching Excerpt - Notes & Transcript, Part 2
  • Principle #3: Ask yourself three questions every day.
  • Ask Yourself: What did I not do well enough yesterday that I need to go back and work on?"
  • Notable Quotable: "Seek criticism, not praise."
  • Action Step: Set aside a time to reflect on what you need to improve on from yesterday.
  • Ask Yourself: "What should I work on today, this week, or this month that will not pay off for 5, 10, 15, 20, 25, 0r 40 years?"
  • Lesson Nugget: Break up your long-term goals into incremental actionable items.
  • Notable Quotable: "Ask yourself three questions every day: What did I not do well enough yesterday that I need to go back and work on? What should I work on today, this week, or this month that will not pay off for 5, 10, 15, 20, 25, or 40 years? What responsibilities that are mine should I work on today (work, home, family, health, retirement, etc., etc.)?" - Lee Cockerell

[MUSIC PLAYING] -Principle number three. Ask yourself three questions every day. Now this notable quotable will tell you what you need to be asking. Here's what the notable quotable says. From Lee Cockerell again. Ask yourself three questions every day. What did I not do well enough yesterday that I need to go back and work on. What should I work on today, this week, or this month that will not pay off for 5, 10, 15, 20, 25, or 40 years. What responsibilities that are mine should I work on today? Work, home, family, health, retirement, et cetera, et cetera. Wow. He's saying you have to ask those every day, those three questions. And those are-- one of them specifically is looking down the road 40 years. Why is it so important? -Well, you say, what did I not do well? That's a question that I think everybody who I know who is successful, we do that. It's weird, because if you learn to seek criticism and not praise, once that happens to you where you begin to say, I want to get better. I don't to justify. I don't want to sit there and say why I did it this way. I just want it to get better. Once you transition into that mindset, you begin to become very self-aware. And self-awareness is the key, because you begin to know that hey, I'm not awesome and everything. So just as an example. What did I not do well? I don't remember the specific day. But I want to to say it was maybe Tuesday or Wednesday of this week. I'm going through these questions. And I do these every day. And I remember going, I don't feel like I brought the energy to this particular staff meeting that I needed to. And Dr. Zoellner-- he's the CEO of Thrive-- awesome guy. I mean, he's just a wizard. And he talks a lot about how when you have a group meeting with your team, it has to have a positive overtone. -Right. -And I remember specifically in a specific thing I was at there were some tough issues we had to dive into. But by asking myself what did I not do well, I was able to say, you know, I don't think that meeting went as well as it could have. And then I ask myself the next thing. What can I do well? And I realize, you know what? I apologize again. I just cough for attention. It's something I'm doing. So the next thing is for the meeting, I asked myself, what could I have done better at the meeting? And the next I said, what can I do better in my family? And I realized that I did not block off enough time. I did not block off enough time to spend time with my kids on a particular day. So I just made myself aware. I said, hey. You know. I gotta do a better job with that. You've got to ask yourself that every day, though, because if you don't reflect back on the previous day's daytimer and do that, you're not learning. But also, if you don't have a daytimer, how can you possibly remember what did you yesterday? So you gotta do this, OK? Now the next thing is your long-term goals. And the best example I can give you is writing a book. I've written four books. But the problem with books is that it's about 400 hours to write a book, usually. Some people can write a book in 100 hours. I would say about 400 hours. So step one, you gotta come up with the title. Well, the title, it might take me six or seven hours to come up with a title. And then the next thing is you've got to do the table of contents. Right? And then after the table of contents, then you usually want to go back and change your title again. And you go back around. And then you've got to write the chapter. You might want to write a chapter every day. But then-- -But that fits in one of those long-term goals you're saying that you do on a regular basis. -But if you never schedule it a little at a time-- it's kind of like success is like climbing up this big mountain here. And when you're climbing up a mountain, you can't get up the mountain in one day. But what you can do is every day you're making a little step, little step, little step, moving around the mountain. And you're getting closer. And eventually you will get to the top. But it's just a deal of like, you don't ever get to the top unless you start. So you've got to ask yourself, what are these long-term goals so you can block off time to do a little-- So really in my calendar I'll put like, from 7:00 AM to 8:00, write Chapter 1. -So what's something that's on there right now maybe, if you give us a little ample example, if you will. A little ample example. What's something on your to-do list right now that you would definitely count as one of those long-term goals, whether it's 1, 2, 3, 40 years out. -Right now for Thrive we have a lot of really, really cool trainings that are coming out for you guys. And they're based upon what you're searching for. -Right. -And so we have some Thrivers who are asking us for some really, really practical fitness tips. And I'm not obviously the fitness guy. [CHEERS] -But we need to have more fitness trainings for you. And so we have unbelievable fitness experts that we're lining up. Well, step one is you have to find the fitness expert. Step two is you have to schedule a time for the fitness expert to teach you. Step three, you have to-- so literally just yesterday I was meeting with the fitness expert. It was Claire, I said, here's what the Thrivers are asking. Do you feel comfortable teaching this? But remember, step one was to find the expert. Step two was to schedule time with the expert. Step three was to write the outline for the expert. Step four is to-- and that's what has to happen, because the idea for Thrive is you don't have to go around looking for fitness experts. You can just go onto the site. Boom. There it is. -Love it.

Featured Coaching Excerpt - Notes & Transcript, Part 3
  • Ask Yourself: "What responsibilities that are mine should I work on today (work, home, family, health, retirement, etc., etc.)?"
  • Notable Quotable: "A lot of people will get excited about a new thing and neglect their responsibilities on the old thing."
  • Responsibilities: Work, Home, Family, Health, Retirement
  • Lesson Nugget: Go through every area you have responsibilities in and ask yourself, "When specifically every week am I going to _______?"
  • Lesson Nugget: Before you commit to something, look at your centralized day timer and make sure you have the time available to take on another task.
  • Action Step: Determine which areas are priorities in your life and schedule them accordingly.

[MUSIC PLAYING] -And then when you talk about your responsibilities, a lot of people, what we do, is we say I have spiritual things I'm involved in OK. I have things I'm involved in to develop my mind and my skills, OK. I have my physical body. I have relationships. -Yeah, he does work, home, family, health, retirement. -OK. So I mean-- -Et cetera, et cetera-- -So retirement, yeah. So what you want to do for your responsibilities, you think about all the things you have to do. -OK. -And what happens is a lot of people we get excited about a new thing, and we neglect responsibilities on the old thing. So as an example, if you buy a house. You got to keep that lawn mowed. -Right. -I see a lot of entrepreneurs honestly with the craziest lawns. -Yeah. -It's like you're walking through the, it's like you're walking through the Amazon or something through their front lawn. Because they've got a new shiny object they're chasing, and they're forgetting, they're abdicating. Abdicating meaning you neglect your responsibilities. Or they go, man, I'm now busy with my career, I forgot about my family. -Yeah. -I am, I am really into these new relationships with my family, but now I'm totally neglecting my finances. So what you have to do is you have to schedule time for spirit, mind, body, relationships, finances. Can you list off the areas that Lee, Lee mentions? -Yeah. Lee mentions, work, home, family, health, retirement. -And we'll put those up on the screen. -And then he goes et cetera, et cetera, et cetera. -One more time, we'll put those up on screen. -Yup, here we go. Work, home, family, health, retirement. -I mean, that's big, guys. -That's huge. -But the thing is we have to schedule time. Retirement, what does that mean? I'll just give you an example for me. I'm not going to like, I like to invest in myself, I like the best known companies. But like it's expensive, to just start a business. And so I remember when I was starting, I was teaming up with a guy to start a business about, what four years ago? He had this great idea. But he didn't have any money. -Right -So he was like, well the start-up costs will be about $47,000 to do this, and $81,000 for this. Well luckily, I was able to say, OK, for every dollar you put in, I'll match it. But that's not-- most people couldn't do that. -Right -But by being diligent about just saving a little bit every week, I'm able to build up that momentum so I could buy those opportunities. That's all I'm saying. Just making sure you scheduling times. Let me ask you, there's an action item right now. When specifically every week are you going to work on your fitness? -Okay. -When specifically are you going to take your wife on a date? Take your husband on a date? Take your kids on a date? -Right. -When specifically are you going to set money aside for retirement? When are you going to look at your checkbook? When are you going to-- and any time you say yes for something, any time that a new opportunity, before you decide to put your hand up and serve on that board, or help out at the church, or volunteer to work on that committee, or decide to join that volleyball league, or join that basketball league, understand that with that opportunity comes a responsibility. And the responsibility is when are you going to do it? -Right -One life. One day timer. One to do list. A lot of things pulling at it. We've got to get real about how much time does it take. That's why I say no to like, probably 90 things for every one I say yes to. It's just a deal where someone says, hey, could you come speak at this event? As you know, most of the time it's no. I want to but I can't. Because can't be here with you right now, and over there with them. It's all about trade offs. It's all about scheduling. -So the key is you've got to ask yourself these three questions every day. -Yeah -So, would you even suggest like putting it on a to do list and pausing it right now, writing these down. Because this is something that I feel like is not easy. It's not natural to ask yourself, what do I need to do today that will impact me 20 years down the line. -Right now I would just say, and I'm going to put these on the board just to help you. I would recommend right now, you ask yourself, do you need to schedule time every week, 30 minutes, to look at your retirement? If you don't then let's not put it on your list. Spiritual development. Do you? If not, don't put it on the list. Skills, body, family, relationships. What-- just think for a second, what are those areas that we need to schedule time for? And go ahead and be diligent and go ahead and do it right now. -OK. The action item right now is to determine if you need to schedule specific time for each of these areas. -Yeah, I gotta be real with you, I don't schedule time at all. You might go, you're a jerk, you're a bad person. Well, calm down. I'm just saying, we all have different things. I don't schedule any time at all to go to little sport related family dinners. I could care less. So if the hockey parents want to get together for a dinner, I'm not going. If they want to get together for a Boy Scouts, Cub Scouts, hey, you want to get together for a-- I'm not going. -Right. -People say, could you come to this? I'm not going. Chamber of commerce networking after hours. I'm not going. -Not going. -Why? Because I have things that I am going to. -Right. -Make sense?

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