The Brain Trust Quarterly Planner - Qrt 3-102315B

Each week reflect on your experiences and insights. Write down all that are grateful for and how you have taken care of yourself.
By regularly planning, reflecting and focusing on your blessings and actions, you will make progress toward accomplishing your

Thursday Friday Saturday and Sunday

MY TO DO becomes MY TO MY TO DO becomes MY TO MY TO DO becomes MY TO DONE
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An acorn becomes an oak tree over time. Effort and hard work produce results. The plan is only as good as the action that follows.

Priority Action/Task Done Priority Action/Task Done Priority Weekend Action/Task Done

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ABC ABC This weekend, I took care of myself by:
ABC ABC  getting my ideal level of sleep,
ABC ABC  managing my stress in healthy ways,
ABC ABC  practicing my spirituality or meditation,

I am grateful for: I am grateful for:  eating well,
 taking time to deepen my relationships,

 moving or exercising,

 drinking plenty of water,

 taking time to refresh and renew,

I nourished my body/mind by: I nourished my body/mind by:  asking for what I want and need,

My reflections on this week:

Today, I took care of myself by: Today, I took care of myself by: Overall - This week on a scale of 1 to 10 - I feel as
 getting my ideal level of sleep,  getting my ideal level of sleep, if I am moving closer to accomplishing my goals...
 managing my stress in healthy ways,
 practicing my spirituality or meditation,  managing my stress in healthy ways,
 eating well,
 taking time to deepen my relationships,  practicing my spirituality or meditation, 1 2 3 4 5 6 7 8 9 10
 moving or exercising,
 drinking plenty of water,  eating well, No, cold as ice. Getting there. I am on fire!
 taking time to refresh,
 taking time to deepen my relationships, The big task I plan to tackle for next week...
 moving or exercising,
Priority Action / Task

AB C

 drinking plenty of water, AB C

 taking time to refresh, AB C

“At the end of the week, I consider how my actions have been a blessing to others. I reflect how I have been blessed. As I
enter my next week, I set positive intentions to continue to spread blessings in each interaction that I have. I seek blessings
in all my experiences both positive and negative. I am grateful.”

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NOTES, THOUGHTS, REFLECTIONS:

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NOTES, THOUGHTS, REFLECTIONS:

My Space to Develop and Transform
into My Best Self

Growth occurs when I step outside of my comfort zone. I can easily do that by trying something new or different.
Use this space to write ideas as you think about them.

I want to:

Read Do / See / Hear Create

Recognizing and then adjusting my habits, attitudes, beliefs and roadblocks helps me to transform. I want to:

develop or increase these strengths: affirm these positive thoughts: reduce these habits, beliefs
and attitudes:

My Space to Connect, Develop and
Maintain Great Relationships

Building great connections and deepening relationships helps create success. Use this space to plan who you are going to contact and the
desired result that you are seeking from that contact. Make sure to jot down how you are going to make that contact by phone or meet in
person. Add a brief notation of the location / place just as a back-up.

Name Contact Information Date / Place Why I want to met and the I did it!
desired results I seek.

Yes or No

Yes or No

Yes or No

Yes or No

Yes or No

Yes or No

Yes or No

Yes or No

Yes or No

Yes or No

Yes or No

Yes or No

My Space to Plan—Finances

Need Invest Want / wish list Donate

Paid 1st Half of the Month Amount Due Paid 2nd Half of the Month Amount Due
Payment/Investment/Expenses Due Date
Payment/Investment/Expenses Due Date

Y or N I invested in myself 1st by saving. Y or N I invested in my community by giving.
This month I saved: This month I give:

Y or N Y or N

Y or N Y or N

Y or N Y or N

Y or N Y or N

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Y or N Y or N

Y or N Y or N

Y or N Y or N

Y or N Y or N

Y or N Y or N

Y or N Y or N

Total: Total:
Clearing out unnecessary possessions or “stuff” helps to open physical and surprisingly mental space.

Use the below space to plan how you will decrease your “stuff”.

Free Flowing Doodles, Thoughts and Ideas

Notes, Thoughts and Reflections:

Notes, Thoughts and Reflections:

AM I ON TRACK TO ACHIEVE MY GOALS?

Quarterly Assessment

Use this form as to spend time considering what has gone well, what can be improved and if any changes in circumstances that may
impact reaching and achieving milestones and goals.

Rewrite your “Big Picture” Goal (s):

I have met my monthly mini-goals. I feel as if I am on track! I feel energized to move forward.

1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10

No, cold as ice. Getting there. I am on fire! No, cold as ice. Getting there. I am on fire! No, cold as ice. Getting there. I am on

What can I do to make additional progress towards achieving my goals? Do I need to refocus or reassess my approach? If so, is
there any thing I can improve upon so that I am progressing effectively and efficiently?

I know that being in alignment with my values supports me in reaching my goals. Am I living and acting from my values? What can I do
to be greater in alignment with my values?

Mark whether the statement is true or false for you in the column. Remember, there are no right or wrong answers. This is a
self-assessment of your goals. If you are satisfied with where you are, make the changes / adjustments to your plan. Move forward
to the next quarter.

Assessment True False

My deadlines are realistic. Celebrate by going to your “Space to Discover and Adjust your deadlines. Make sure that you are not
I am meeting most of Transform” and pick something that you have trying to do too much. Sometimes you can get
them. been wanting to do, then do it. more done by focusing on 1 or 2 things. Also, if
you can delegate.

My results and outcomes Great! Make sure you are in alignment with your Not to worry. Go back and reassess where you
so far are as expected. values. Celebrate! are. Ask for help if you need it.

My challenges are as Consider other ways that you can lessen the chal- Consider: Are you doing too much? Is there ways
I planned. lenges in the future. Plan for what is to come. that others can help you? What are ways that I can
break my steps down to adjust my challenges?

My vision is clear. I feel as Ask yourself, am I dreaming big enough? Is there Stop and adjust before you move forward.
if I am on track. something that I can do to step out of my comfort
zone and increase my vision.

Upcoming Months

Monday Tuesday Wednesday Thursday

27 28 29 30
3456
10 11 12 13
17 18 19 20
24 25 26 27
Use this space to write positive thoughts and affirmations:

Each month, make time for yourself to refresh and grow. Use “My Plan to Refresh and Grow” to help guide you.

Friday Saturday Sunday October
Notes
31 1 2

789

14 15 16

21 22 23

28 29 30

Monday Tuesday Wednesday Thursday

31 1 2 3

7 8 9 10

14 15 16 17

21 22 23 24

28 29 30 1

Use this space to write positive thoughts and affirmations:

Each month, make time for yourself to refresh and grow. Use “My Plan to Refresh and Grow” to help guide you.

Friday Saturday Sunday November
Notes
456

11 12 13

18 19 20

25 26 27

234

Monday Tuesday Wednesday Thursday

28 29 30 1

5678

12 13 14 15

19 20 21 22

26 27 28 29

Use this space to write positive thoughts and affirmations:

Each month, make time for yourself to refresh and grow. Use “My Plan to Refresh and Grow” to help guide you.

Friday Saturday Sunday December
Notes:
23 4

9 10 11

16 17 18

23 24 25

30 31 1

Extra Pages

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