You Have to See the Whole Picture
If you were to call me and ask if I could fly out and meet with you on March 11th, the old me would pull up my CRM to see if that date was open. If so, I would say sure, see you then!
But what I could miss is that I was scheduled to be at my daughter’s ballet performance on the evening of the 10th, and that the following week, I am to make two major presentations. Not to mention, this all comes after three very full weeks of meetings.
The old me would have made a commitment to that date without assessing how it would impact me and those around me during that larger period of time. Outlook was not good enough.
The solution was to go back to a paper tool.

About 12 years ago, I found the Franklin Covey Yearly Fold Out Calendar. This tool allows you to put all of the major events for the year onto one sheet of paper. You can see your vacations, business trips, important meetings, birthdays, anniversaries, project due dates and any other key commitments that you are to make. You can use your Life Plan and your Business Plan to help you fill it in.
The calendar can then be color-coded to show you at a glance how you are spending your days. For example, on my calendar we use yellow for coaching days, pink for business travel, blue for ON-Time, orange for business development, and green for vacation time. This helps me to make better decisions as I can see how I am investing my time over longer periods.
When you see the whole picture — the weeks before and after the date in question — you are better equipped to count the cost and make an informed decision.
A few years back, I was coaching my friend Mike Hyatt through this tool. As Mike will often do, he took a great idea and made it even better. He created an Excel Yearly Calendar, an electronic version which we now use here at Building Champions. Mike and I gave it away to our Experience attendees earlier this year and we want to offer it to you now.
Send us an email if you’d like a copy of the calendar.
I hope this helps you to make better decisions in the year ahead!
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Tags: Core4, Decision Making, Life Planning, Mike Hyatt, Yearly Calendar




Hey Daniel,
I love the concept but is it really practical? I can’t imagine running my life through any additional system than Outlook since it syncs with my Blackberry and is managed more by my assistant and wife than by me anyway.
I’m intrigued by the value you’re promoting on this system…I get the benefit on looking at the big picture but I guess I need to be sold more on the hassle factor. Can you not do the same thing by scanning the monthly view in Outlook?
Thanks for the post! Love your blog!
Hey Daniel,
You might be right with the capabilities of Outlook. I just know that this tool has been very easy and beneficial for us and for many of our clients who have careers that require more travel.
If what you are using is working, keep on using it.
Thanks for your kind words and your question.
Daniel
Great post. I have used an annual calendar for several years and it works well for me (very similar to Covey’s and Mike Hyatt’s). The important thing is to remember the whole picture and not get distracted by the tool that helps us view the picture. If I keep looking for the right type of glass for the window, I’m never going to be able to view anything through that window.
I’ll definitely have to give it a test drive. Thanks for the response!