Planning and Organization


Definition: To make arrangements or preparations in advance; to coordinate


 Consider these suggestions when improving your planning and organizational skills:

  • To-do list– create a master to-do list at the beginning of each day
  • Haste makes waste – give yourself plenty of time to make a comprehensive and thorough to-do list
  • Prioritize – organize your tasks and events in order of importance
  • Awareness of your schedule– use a daily planner or agenda so that you don’t forget an important task or meeting

Productivity is never an accident. It is always the result of a commitment to excellence, intelligent planning, and focused effort.” – Paul J. Meyer

Self-Directed Learning Activities

Relevant Readings:

·         Mastering time management and organizational skills to increase productivity: 10 minutes

·         How to Improve Organizational Skills: ( 5 minutes

·         Organizing Best Practices:

·         Organizational Skills in the Workplace:

·         30 Ways to Improve your Planning Skills:

·         10 Ways to Improve Strategic Planning:


·         Allen, D., & Fallows, J. (2015). Getting things done: The art of stress-free productivity. New York: Penguin Group.         

·         Covey, S. (2013). The 7 habits of highly effective people: Powerful lessons in personal change. New York: Simon & Schuster.

·         Selk, J., Bartow, T., & Rudy, M. (2015). Organize tomorrow today: 8 ways to retrain your mind to optimize performance at work and in life. Boston: Da Capo Press.


·         Planning, Decision-making, and Organizing (LINK PPT)

·         Work Smart: How to Write a To-Do List (2 min, 28 sec):

·         Stop Procrastinating/Improve Your Planning Skills (2 min, 5sec):

Guided Learning Activities


·         To-Do List: At the beginning your day choose a medium to write your to-do list on (e.g. paper, digital app on a smartphone). Once you’ve decided what you’re going to write on, create several lists: a master list with everything, a personal list, and a professional list. Remember to keep the lists concise and succinct, and be sure to include the most important tasks. Avoid being vague, so set specific, achievable tasks that you plan on accomplishing that day. Include all of the necessary information for each task, so there will be nothing keeping you from completing it. For example, if you need to call someone, make sure to include their name, phone number, and other important information). If you are going to work on a large project or long-term goal, break it down into small, achievable parts. Lastly, estimate the time that each task will take you, so you can schedule out your day. Use one of the Learning Journals to reflect on what worked well with the to-do list, and on what will help for the next time.

 Formal Training/Education

 School and Course Module(s):

·          Other Trainings:

·         Organizing and Planning for Success:

·         Priority Planning:

·         Working Smart 365: