7. Confidential and Proprietary. Copyright 2018 Laura Rillera
5 ACTIVITIES
• Brainstorm
• Sort
• Visualize
• Prioritize
• Plan
8. Confidential and Proprietary. Copyright 2018 Laura Rillera
• Pay Bills
• Make dentist
appointment
• Register to Vote
• Plan Vacation
STEP 1: WRITE ALL GOALS
TIME TASK E.G.
10
9. Confidential and Proprietary. Copyright 2018 Laura Rillera
• Health
• Relationships
• Career
• Finance
• Hobbies
STEP 2: SORT GOALS
TIME TASK E.G.TASK
10
10. Confidential and Proprietary. Copyright 2018 Laura Rillera
• Health
• Relationships
• Career
• Finance
• Hobbies
STEP 3: VISUALIZE GOALS
TIME TASK E.G.TASK
beam.venngage.com
10
11. Confidential and Proprietary. Copyright 2018 Laura Rillera
TASK
IMPORTANT
NOT
IMPORTANT
NOT
URGENT
URGENT
STEP 4: PRIORITIZE GOALS
TIME
10
E.G.
• Urgent and
Important: Pay All
Bills
• Not Urgent and not
Important: Plan
Vacation
12. Confidential and Proprietary. Copyright 2018 Laura Rillera
STEP 5: PLAN APPROACH
TIME TASK E.G.
• Put “X” amt. of each
paycheck into
savings
• Set bills to auto-pay
• Pay Rent on the 1st
10