SMART AGENDA FOR STRATEGIC PLANNING

Creating a smart agenda helps you execute your strategic planning efficiently. The goal is to organize your time in a practical way, ensuring that the necessary actions to achieve your goals are carried out in a focused and productive manner. 

Here’s a basic model for your smart agenda:

 1. Define Your Goals

Before anything else, clearly define your goals. They need to be specific, measurable, achievable, relevant, and time-bound (SMART method). 

- Goal 1: 

- Goal 2: 

- Goal 3:

 2. Weekly Planning

Every week, organize your tasks according to the goals you’ve set. This will help you stay on track and make the most of your time. 

MONDAY 

- Review last week’s progress 

- Plan the main actions for the week 

- Team meeting (if necessary) 

TUESDAY 

- Execute high-priority tasks 

- Analyze performance metrics 

- Adjust strategies if needed 

WEDNESDAY

- Project follow-up meetings 

- Assess risks and issues 

- Develop solutions and adjustments 

THURSDAY

- Take practical action on new initiatives 

- Review new data or reports 

- Feedback meetings and alignment with the team 

FRIDAY

- Review weekly progress 

- Analyze what was achieved and what’s still pending 

- Plan for the upcoming week 

 3. Daily Planning

To ensure focus every day, here’s an example of how to organize your daily tasks. 

Example of a Daily Task: 

- Goal of the Day: (e.g., Finalize performance analysis for campaign X) 

  - Priority 1: (e.g., Review performance metrics report) 

  - Priority 2: (e.g., Adjust budget for campaign optimization) 

  - Priority 3: (e.g., Communicate necessary adjustments with the team) 

 4. Check-ins and Follow-ups

Schedule regular check-ins to ensure progress is being made and that your agenda is aligned with your results. 

- Weekly Check-in: Every Monday, review last week’s progress and adjust planning for the next week. 

- Monthly Check-in: Reevaluate long-term goals and adjust strategies as needed. 

 5. Support Tools

Using digital tools can help you organize your agenda better and stay on track: 

- Google Calendar for scheduling meetings and events. 

- Trello for task management and progress tracking. 

- Evernote for notes and strategic planning. 

 6. Reflection and Adjustments

At the end of each month, take some time to reflect on: 

- What worked well 

- What could be improved 

- What needs adjustment in your planning 

This continuous cycle of planning, execution, monitoring, and adjustment helps maintain focus and productivity over time. 

 Extra Tip: Prioritize Tasks 

- Pomodoro Technique: Use time blocks to focus on tasks (e.g., 25 minutes of focus followed by 5 minutes of rest). 

- Eisenhower Matrix: Classify your tasks into urgent/important, non-urgent/important, urgent/non-important, and non-urgent/non-important. 

This model can be customized according to your specific strategic planning needs, while remaining flexible enough to apply to various types of projects. By following this structure, you ensure that all steps are completed in an organized and efficient manner! 

CALL TO ACTION

Want to make sure you stay organized and productive? Try implementing this smart agenda and take control of your strategic planning today! 

It’s exactly what I teach in my YouTube Channel SOU UM SUCESSO, where I guide you to build a STRATEGIC PLANNING, and check out my ebook- Gestão Planejamento Estratégico Prático

Kelly Galvão

Commercial Management Expert