Best Laid Plans

Sept Q&A: Quintiles Idea, Annual Planning, Family Communication Tools, Extra-long Term Goals, and Studying for a Big Test (MCAT) EP 217

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Sep 23, 2024
Emily, a contributor with insights into the Quintiles framework, shares a unique use case that can enhance personal planning. The discussion covers practical tips for annual planning and the best family communication tools to keep everyone aligned. Listeners learn about effective strategies for mapping out long-term goals, as well as how to manage the challenging balance of studying for the MCAT while juggling work and life. The episode is packed with actionable advice and thoughtful recommendations for a productive year ahead.
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ANECDOTE

Vacation Souvenirs in Planner

  • One listener buys stickers or bookmarks as vacation souvenirs and punches them into her planner at a future date.
  • This practice brings happiness and increases daily planner engagement by reviving vacation memories.
ANECDOTE

Custom Quintiles Reflect Life Rhythms

  • Listener Emily shared her customized quintiles that align with her work and family rhythms, differing from Sarah's school-based quintiles.
  • Her quintiles reflect busy, rest, and low-revenue seasons matching her academic adjacent tax education work and family holidays.
ADVICE

Annual Planning Steps

  • In annual planning, reflect on priorities, print a yearly calendar to mark time off, and align personal and work goals.
  • Include specialized sessions on finances, travel, and routines to create a thorough practical and visionary plan.
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