Ep #323: Top 10 Rules for Planning & Life Management PLUS Planning 2027 Info

October 5, 2026

Inspired by an episode of EMPowered Radio (this ep) about Emma’s personal rules for fitness and well-being, I had a really fun time coming up with my own top 10 Standard Operating Procedures (SOPs) for planning and life management.

Here they are, in summary:

  1. Take your time to plan well, FIRST.
  2. No task left behind / Airtight Task Management
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  3. Planning goes in the planning container – once you have your list, you execute and focus on the task at hand
  4. One source of truth!!!!
  5. Control your inputs.
  6. Planning doesn’t occur in a vacuum – have a communication plan (Lazy Genius Ep mentioned here!)
  7. Use the tools that make you happy and fit your current life circumstances. Switch if you want, but you better have a really good reason.
  8. Watch your energy and remember you are a human — even during the planning phases.
  9. For the most part, TRY to remain faithful to your list. (goes hand in hand with making a realistic list!!!!)
  10. Be willing to iterate – don’t let planning box you in too tightly!!!

ADDITIONAL INFO:
Best Laid Plans: Planning 2027 registration is now open, with new CME option available and a super fun bonus 🙂 Find details here!

Secondary note: I’ve had several people ask about when Planning By Season registration will be open — that will drop in the November newsletter (out November 2, since the 1st is a Sunday!). Planning By Season is pretty size-limited and tends to fill up so I encourage early registration for those interested!

OCTOBER SPONSORS
Boll & Branch: Amazingly comfortable bedding (like seriously – it is noticeably better than anything else we have). Get 20% off your first order plus free shipping at bollandbranch.com/plans with code plans.

Quince: Beautifully made classic pieces for your fall wardrobe, and more. Get free shipping on your order and 365-day returns. Visit quince.com/plans.

Explore Worldwide: Explore Worldwide’s trips are crafted, planned and facilitated by real human experts who know all those hidden local gems. Check out all of the wonderful options at exploreworldwide.com.

IXL: Effective home learning for grades K-12! Visit https://www.ixl.com/plans to get the most effective learning program out there at the best price.

Warby Parker: Buy one pair of glasses and get 20% off any additional pairs at WarbyParker.com/PLANS.

PrepDish: Strategic and healthy meal planning right in your inbox. Check out PrepDish.com/plans for 2 weeks, free!

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