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User Guide |
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24 features to save time 365 days a year |
| Begin your first week by simply
recording your appointments and by listing things to be
done in the week-at-a-time pages. Then, adapt the
following suggestions to your needs as you experience
continuous improvements in your performance and time
saving habits. Please note that
the above picture illustrates the desk size version of
the Harvard® Elite (also known as the
Superplanner). Some features are slightly different
in the medium size and in the threadsewn pocket size
Elite. |
Objectives and action |
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Record the important objectives
for the week, preferably from your annual and monthly
objectives (e.g. Improve staff productivity, Actions
A to D). |
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List the actions
necessary to achieve each objective and other planned
events in the Action section (e.g.
actions A to D, right-hand page). If an action requires
more than one line, its reference letter is the one on
the first line. Stroke the remaining letters through with
an arrow, as in actions D, K and R. |
Personal plans and obligations |
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Actions P' through U' have been highlighted to provide separate areas for
errands, personal or career development projects. |
Scheduling and delegation |
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Schedule planned
actions by placing obliques (/) in one or more of the
seven columns representing days. Action A is planned for
Monday (column M). |
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Record the name of the person to whom the
work is delegated in the Delegate
to column. |
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As a reminder to follow up delegated work (or promises
made by others), place a question mark (?) in the the
column of the due day, as in Action C and H. |
Work reporting and completion |
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Cross off the oblique
(X) when you have worked on the action. Action H Upgrade
Internet link, planned Monday (/), performed
Wednesday (X), with online verification to be performed
on Friday (?). Action C delegated Monday to Roger who
promised to deliver on Wednesday (?). |
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Tick the action when completed
as in actions K, R and A'. |
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Tick the small cell
under month when all tasks for the week are finished. |
Appointments |
| The Appointment section (left-hand page) can be used for: |
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record appointments directly (e.g. Lunch with Richard, Monday noon); |
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write only the action code in the appropriate 15-minute cell and hour, as in Action T', Squash game with Roger 6:30 Monday and 7:15 Tuesday; |
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record appointments and cross-reference
to the Action section for more
information (e.g. Thursday 9:00 am Board Meeting described in Action K); |
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refer to
an action from a previous week to avoid rewriting, such
as Action 6M (week 6, line M) planned for Friday at 9 am. |
Priority and sequence |
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Enter the priority
and sequence number of each action in the Importance
and Sequence column. Designate priority
with Laken's ABC approach or Martin's proactive scheme in
which E denotes essential,
I important and O
ordinary priority work (reference: Flawless Time Management, PDI Press). |
Rescheduling features |
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Reschedule actions within the same week with an oblique (/) as in Action T' (Squash game with Roger) rescheduled from Monday to Tuesday, done Wednesday. |
| Should work be defered to another week, there are two ways to reschedule an action without rewriting. Use the Defer to column to: | |
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either record
only the number to which the task is deferred
as in Action 11P (week 11, line P) now deferred to week 14. Then post the action code 11P to the Deferred Action space, on the top left corner of week 14. |
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or post the new
action code and maintain a two-way
cross-reference as in Action C' of the current week
which led to action 12B (week 12, line B). |
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Also due this
week are Deferred Actions 4V, X and
9B (V and X of week 4 and B of week 9). Strike out code
when the corresponding action is complete. Important: Please note that in the threadsewn pocket size Harvard® Elite, the deferred action space in located at the top of the right-hand page, preceeded by an arrow. |
Time and expense logs |
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Log planned or
actual time and expenses in the Time
and Expenses columns. |
Role and responsibility |
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Specify
your role in a task as in the Risk
Prediction Meeting (Action Y). Use R
for responsible, A
for approval, S
for support or I to be informed.
Clear roles means less conflict (reference: Think
Proactive, PDI Press). |
Billing, data processing and filing |
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Use the File column to cross-reference
actions to your billing system records. |
Evaluation, memos and page supplements |
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Use the Memo
and Evaluation
section in a manner meaningful to you. |
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Use the
rectangle in the lower right-hand corner
of each page to record your weight, jogging mileage or to
rate your performance for the week. |
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When
both pages are full, use blank space from previous
pages or Notes sheets and
cross-reference.
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Thank you for your
interest in our products. |
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