Build a practical planning system for your projects, weeks and days.

Planning should help you see what matters, decide what to do and make steady progress. It should not become another complicated system you struggle to maintain.

The completely new Planning Course gives you a clear, practical approach to planning at every level, from the direction of your year to the work you choose to do today.

In this course, you will learn how to plan your projects, organise your week with the Weekly Planning Matrix and prepare each day using the Daily Planning Sequence. You will also receive the Annual Planning Template to help you step back, consider the bigger picture and decide where you want your attention to go.

All lessons have been newly recorded.

When you're clear about what's important,

the important gets done.

Stop reacting to whatever appears next.

Without a clear plan, it is easy to spend your days responding to messages, attending meetings and working through whatever happens to be in front of you.

You may be busy, but that does not necessarily mean you are moving the right things forward.

A proper planning system gives you perspective. It helps you connect today’s work with this week’s priorities, your active projects and the broader direction you have chosen for the year.

That is what this course will help you build.

Included with the course

You will receive:

  • All newly recorded course lessons.
  • The Annual Planning Template.
  • The Weekly Planning Matrix.
  • The Daily Planning Sequence.
  • Supporting planning resources and templates.


These materials are designed to help you apply what you learn rather than simply watch the lessons and forget them.

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  • $395.00 / year

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Course curriculum

    1. Welcome!

    1. The Project Planning Book

    2. The Three Passes

    3. Building the Project Note

    4. Project Planning Final Touches

    1. Why Plan Your Week

    2. Weekly Planning Matrix

    3. The Weekly Planning Matrix Download

    4. Bringing it into the Digital World

    5. The Best Time To Do Your Weekly Planning

    1. The Daily Planning Sequence

    2. Daily Planning Sequence Download

    3. When To Do Your Daily Planning

    4. Putting It Altogether

    5. Daily Planning Sequence Daily Sheets

    1. The Annual Planning Template

    2. Annual Planning Template Download.

    1. Next steps

About this course

  • $65.00
  • 18 lessons
  • 1 hour of video content

Who This Course is For

The Planning Course is for you if:

  • You frequently begin the day without a clear sense of what matters.

  • Your weeks are shaped more by incoming demands than your own priorities.

  • You have projects that remain unclear or repeatedly stall.

  • You create plans but struggle to maintain them.

  • You want a planning method that connects long-term direction with daily action.

  • You need enough structure to stay focused without creating a rigid schedule.


You do not need a particular task manager, calendar or notes application. The principles can be applied using the tools you already have.

Create a plan you can use.

Bring your annual direction, projects, weekly priorities and daily actions together in one practical planning system.

Frequently Asked Questions

  • Is this the same as the previous Planning Course?

    No. This is a completely new version. All the lessons have been re-recorded, and the course now includes project planning, weekly planning with the Weekly Planning Matrix, daily planning with the Daily Planning Sequence and the Annual Planning Template.

  • Do I need to use a particular productivity app?

    No. The course teaches planning principles and processes that can be adapted to the calendar, task manager and notes application you already use.

  • Is this only about planning work?

    No. You can apply the system to both your professional and personal commitments. The aim is to help you see the whole picture and make deliberate decisions about where your time and attention go.

  • What templates are included?

    The course includes the Annual Planning Template, Weekly Planning Matrix and Daily Planning Sequence, together with supporting course resources.

  • What if my plans regularly change?

    That is normal. Effective planning is not about creating a perfect schedule that must never change. The course will show you how to create useful plans and adjust them as circumstances change.