## Intro [(00:00:00)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=0s) - A video about multi-layer planning is being presented by Cara, covering various multi-layer planning templates she uses. [(00:00:00)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=0s) - The presentation will include a look at Cara's [[IPad | iPad]] and the planner she is using on Good Notes this year. [(00:00:10)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=10s) - Cara uses multiple planners together to help her stay on top of everything and keep track of tasks and activities. [(00:00:14)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=14s) - The presentation is taking place after Cara has reconfigured her digital [[Computer data storage | storage system]], referred to as "My Vault", for the new year. [(00:00:21)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=21s) ## Overview [(00:00:27)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=27s) - The periodic notes templates will be reviewed, starting from the yearly template and moving down to the daily template, to demonstrate multi-layer planning [(00:00:27)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=27s). - The review will include the template used to create the daily note page [(00:00:37)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=37s). - The focus of this video is on the "what" and "why" of multi-layer planning [(00:00:41)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=41s). - A follow-up video will be released in about a week, focusing on how to build the templates [(00:00:45)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=45s). - All templates and videos will be available a week earlier on a community platform, with information on how to join in the video description [(00:00:52)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=52s). ## Yearly Template [(00:00:57)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=57s) - A yearly template is used for planning, and some templates utilize text expander snippets [(00:00:57)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=57s). - The yearly template includes a [[Biodynamic agriculture | planning calendar]] that is inserted into actual notes, providing a balance between the two [(00:01:23)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=83s). - The planning calendar is set up by quarters, but as of the current time, it is not yet populated with information since the year has just begun [(00:01:40)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=100s). - The yearly template is stored in a note-taking system, specifically in the "Kronos" folder, with a separate note for each year, such as the "2024 note" [(00:01:25)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=85s). - The yearly note contains a section at the end with a specific template, and another template is used for the planning calendar [(00:01:17)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=77s). - The planning process for the upcoming year will be done over the next few weeks, with more details to be shown in a separate video [(00:01:43)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=103s). ## Word of the Year [(00:01:54)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=114s) - A template is used to organize information, and it will be filled in with the [[Word of the year | word of the year]] for this year, which is actually a theme, specifically "EST Wellness" [(00:01:54)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=114s). - The word of the year is a theme for the entire year, rather than just a single word [(00:01:59)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=119s). - The template will be edited to include the word of the year, and it also includes space for 12 other items [(00:02:02)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=122s). ## Favorite Problems [(00:02:03)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=123s) - The concept of "favorite problems" is discussed, which is a transcluded note from a full note, allowing for easy updates by copying and pasting the list and editing as needed [(00:02:06)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=126s). - The list of favorite problems is maintained and updated over time, with past lists included for reference [(00:02:11)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=131s). - One question that was changed this year is "how do I know when I'm being successful," an idea possibly inspired by a book or podcast [(00:02:20)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=140s). ## Vision Boards [(00:02:27)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=147s) - A [[Dream board | vision board]] for the year will be created, and it is likely to be made using [[Canva]] due to having a lot of pre-loaded images in the tool, making it easier to work with [(00:02:42)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=162s). - The decision to use Canva was made over Excal Draw, despite Excal Draw being an amazing tool, because of the convenience of having pre-loaded images [(00:02:45)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=165s). - A link to a [[Dropbox]] or [[Google Drive]] folder will be provided, where other workbooks for the year will be stored if they are created [(00:02:35)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=155s). - The vision board creation is part of a larger goal to work on and figure out multi-layer planning [(00:02:29)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=149s). ## Periodic Notes [(00:02:59)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=179s) - Periodic notes planning templates often include a checklist of tasks that need to be completed as a result of going through the template [(00:03:07)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=187s). - These templates can be used for various purposes, such as project health, taxes, and yearly folder structure organization [(00:03:10)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=190s). - A yearly folder structure template is available, which can be used to organize and plan on a yearly basis [(00:03:17)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=197s). ## Yearly Folder Structure [(00:03:18)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=198s) - A yearly folder structure is used to organize notes, with a reminder in the monthly template to move the previous month's notes into their proper folder at the end of each month [(00:03:20)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=200s). - The notes that are moved include week and day notes, while the year and quarter notes remain in the main folder to keep it cleaner and easier to find things [(00:03:29)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=209s). - Using [[Obsidian (software) | Obsidian]], all of the notes get updated when they are moved, which is a convenient feature [(00:03:37)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=217s). - A reminder is also set to ensure that the notes are properly moved and organized at the end of each month [(00:03:42)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=222s). ## New Year Folder [(00:03:43)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=223s) - A New Year folder is set up in Kronos, and a shortcut is created to quickly access it, with more information available in a linked article [(00:03:47)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=227s). - The New Year folder contains a transclude of other notes, including a 24 for 24 list, reading life plans, and write 24 and 24 goals, which will be updated as they are written [(00:04:09)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=249s). - A Happiness Project, inspired by [[Gretchen Rubin]], is done annually with a personalized approach to accommodate monthly themes and focus on body, health, and energy levels due to ongoing [[Cancer treatment | cancer treatments]] [(00:04:26)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=266s). - Monthly themes are planned, taking into account the individual's health and energy levels, with a focus on celebrating milestones, such as a birthday and moving into a new house, in October [(00:04:46)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=286s). - A big party is planned for October to celebrate a milestone birthday and the completion of cancer treatments, with hopes of celebrating before then as well [(00:04:52)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=292s). ## Year at a Glance [(00:05:05)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=305s) - The 'Year at a Glance' section is a part of the multi-layer planning template [(00:05:05)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=305s). - The template has been modified to include an [[OBS Studio | OBS]] year text expander snippet for faster completion [(00:05:15)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=315s). - The OBS year text expander snippet allows the user to type the year only once, and it fills in the entire section automatically [(00:05:26)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=326s). - The template is designed to be used in conjunction with a calendar, where the year's information has already been filled in [(00:05:35)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=335s). ## Calendar Template [(00:05:37)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=337s) - A calendar template pulls in a transcluded note from each of the months, showing the highlights [(00:05:39)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=339s). - The calendar template also pulls in information from the quarters [(00:05:43)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=343s). - The quarterly notes templates are used in conjunction with the calendar template [(00:05:47)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=347s). ## Quarterly Notes Template [(00:05:51)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=351s) - A navigational calendar can be created using a text expander snippet, which can be done with tools such as Text Expander, Keyboard Maestro, or Rocket Typ, among others [(00:05:53)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=353s). - The text expander snippet can be used to quickly add a quarterly planning template to the calendar, saving time and effort [(00:05:55)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=355s). - For those without a text expander tool, alternatives such as Keyboard Maestro or Rocket Typ can be used to achieve the same result [(00:05:57)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=357s). - The quarterly planning process involves setting up a plan and using checkboxes to organize and track progress [(00:06:18)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=378s). - A quarterly planning workbook is used to guide the planning process each quarter [(00:06:25)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=385s). - The text expander snippets used in the quarterly planning process will be shared in a future video, allowing viewers to use them without having to start from scratch [(00:06:11)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=371s). ## Quarterly Planning Workbook [(00:06:27)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=387s) - A Quarterly Planning Workbook is used to organize information and plan for the upcoming quarter, with some of the information filled in from tables, which have been improved in [[Obsidian (software) | Obsidian]], making the process easier and more enjoyable [(00:06:28)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=388s). - The workbook includes an "intentions and outcome" section, which is used to roll up to the annual template [(00:06:44)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=404s). - The annual template is used in conjunction with the Quarterly Planning Workbook to provide a long-term perspective and help with planning [(00:06:45)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=405s). ## Monthly Template [(00:06:50)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=410s) - A monthly template is used to automatically fill in the month of the year, utilizing a navigational calendar that primarily focuses on the month itself, allowing for easy navigation between weeks [(00:06:51)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=411s). - The template includes space for monthly tasks that need to be completed [(00:07:00)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=420s). - The template also includes sections for intentions and a [[Dream board | vision board]], which are typically updated on a monthly basis [(00:07:02)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=422s). - The vision board can be created using various methods, including traditional paper and markers, pens, magazine cutouts, or any other preferred materials [(00:07:06)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=426s). ## Monthly Calendar [(00:07:14)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=434s) - The monthly calendar is filled in by quickly going through the calendar and highlighting big milestone events, mostly the ones that would be written on a print calendar as well, for easy reference and tracking of changes over time [(00:07:14)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=434s). - The monthly calendar has sections for planned and actual events, allowing for comparison of plans and actual outcomes over the year [(00:07:25)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=445s). - A text expander snippet is used to pull in weekly note details, including intentions, plus and minus points, next steps, and summaries for each week, providing a summation of the weeks in one place [(00:07:30)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=450s). - The monthly template allows for physical notes to be added, reflecting on how the month went, and these notes roll up to the year and quarter templates, providing a broader view of progress [(00:07:49)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=469s). - The monthly calendar template is connected to the weekly notes template, which is the next step in the planning process [(00:08:00)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=480s). ## Weekly Notes [(00:08:03)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=483s) - Weekly notes are considered the heart and soul of the system, and they get filled in automatically [(00:08:04)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=484s). - A good note on the Periodic note simpl is made, and it will be explained in more detail in a future video [(00:08:15)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=495s). - The command "p" and the Periodic notes template makers are used to create Weekly and Daily notes [(00:08:20)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=500s). - The Weekly and Daily notes can be created from the current location, allowing for the creation of next week's Weekly template [(00:08:29)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=509s). - Next week's Weekly template can be automatically created by selecting "create" from the current location [(00:08:35)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=515s). ## Highlighted Notes [(00:08:42)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=522s) - The 2024 year week one is now highlighted, providing a clear visual indicator [(00:08:42)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=522s). - Highlighting a week in this manner is a useful way to organize and prioritize tasks [(00:08:45)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=525s). - Typically, weeks are not created more than a week in advance to avoid planning too far ahead [(00:08:47)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=527s). - Limiting planning to a week in advance allows for easier updates to the template if needed [(00:08:49)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=529s). - This approach helps prevent getting too far ahead in planning, making it easier to adapt to changes [(00:08:51)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=531s). - The focus is on the weekly template, which is the primary tool for organizing tasks and planning [(00:08:55)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=535s). ## Brain Dump [(00:08:57)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=537s) - A brain dump is demonstrated to show how tasks are set up in [[Obsidian (software) | Obsidian]], where unchecked tasks will appear in the available tasks list for further work [(00:08:59)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=539s). - The brain dump is connected to daily notes, which include agendas or transcludes for organization and task management [(00:09:09)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=549s). - An active template is used to display a quiet week's worth of notes and tasks, providing a comprehensive view of ongoing activities and events [(00:09:15)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=555s). - The template contains all relevant notes and tasks, allowing for easy access and management of multiple tasks and activities [(00:09:22)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=562s). ## Weekly Review [(00:09:26)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=566s) - A weekly review is conducted to prepare for the next week, which includes creating a weekly note and reviewing highlights from the previous week [(00:09:27)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=567s). - The weekly note is used to track tasks, positives, negatives, and goals for the upcoming week, which are then rolled up to the monthly review [(00:09:29)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=569s). - If there are any gaps in the weekly note, such as an empty day, it may be necessary to review logs to see what happened during that time [(00:09:36)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=576s). - The task management system regularly picks up tasks and updates from the weekly note [(00:09:51)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=591s). - The weekly review also involves filling in a weekly summary, which includes positives, negatives, and goals for the upcoming week [(00:09:56)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=596s). - The weekly summary rolls up to the monthly review, providing a nice way to see progress over time [(00:10:01)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=601s). - The daily note is also reviewed, which includes a calendar view that allows for easy navigation between notes [(00:10:13)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=613s). - The daily note format is inspired by Mike Schmidtz, who shares his method in a class that can be found in either the Faith-Based Productivity Community or the [[Obsidian (software) | Obsidian]] University Community [(00:10:24)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=624s). - The daily note includes a time progression feature, which is a fun way to visualize progress over time [(00:10:43)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=643s). ## Daily Task [(00:10:47)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=647s) - A daily task section is discussed, which serves as a reminder of personal commitments to be done every day [(00:10:48)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=648s). - The daily task section also includes a focus area for the day [(00:10:55)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=655s). ## Todays Focus [(00:10:56)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=656s) - The goal is to complete a video today, and there are various tasks that need to be accomplished, including projects, some of which are overdue, and logging tasks using a shortcut [(00:11:01)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=661s). - A template is used to organize tasks, which includes a log to track things, and a section to display completed tasks and edited pages [(00:11:08)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=668s). - The template also contains notes, but not all of them will be reviewed [(00:11:27)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=687s). - The workflow involves switching between devices, including a computer and an [[IPad | iPad]], to manage tasks and complete the video [(00:11:34)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=694s). ## iPad Walkthrough [(00:11:43)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=703s) - The iPad is used with the Goodnote app, which features a 2024 Hobonichi-style or Jibun Techo-style planner [(00:11:44)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=704s). - The planner has a navigation system that allows jumping to months, specific weeks using week numbers, and specific days [(00:12:08)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=728s). - The planner has various sections, including lists, meal planners, finance trackers, and a work planner [(00:12:34)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=754s). - A finance jumpstart course will be offered in the community in February [(00:12:58)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=778s). - The planner also features a note section with 50 linked notebooks, allowing for organization and linking to specific lists and templates [(00:13:21)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=801s). - The planner includes various templates and special paper designs that can be used to create custom lists and pages [(00:13:40)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=820s). - In a typical week, the calendar and to-do lists are filled in, and daily notes are added each night [(00:14:08)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=848s). - The planner is used in conjunction with an [[Obsidian (software) | Obsidian]] Vault, allowing for digital organization and transfer of information [(00:15:43)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=943s). - The paper planner is kept on a stand by the desk, allowing for easy reference while working in the Obsidian Vault [(00:15:52)](https://www.youtube.com/watch?v=xZ7l7a3dTe0&t=952s). ## Sources - [website](https://www.youtube.com/watch?v=xZ7l7a3dTe0)