Time Creation
Alignment Process
Example

Hi

Do you ever feel that you are continously at the mercy of time instead of controling your time?
You want more time with your hobbies? Do you want to surf, hike, meditate, get outside, stay inside? Do you want more meaningful time with your loved ones, where you’re fully present and at peace?

This process is about architecting your life, your actions, your schedule, and your calendar, around your core purpose and lifestyle goals. We firmly believe that structure creates freedom. In this outline, you will find ways to have time to be yours to create your life and relationship to time the way you want it.

Goals

Create my schedule in a way
that feels best for me
Achieve my results by doing as much as I want to do vs what I think I need to do
Feel free to create more time
in your daily life

Time Creation Process Example

CategoryNameLength of MeetingDays to ScheduleTime SlotsAgendaNotes
Client Meeting[Name] - Intro Lifestyling Session 1 hr 30minsTues, Wed, Thurs11 AM, 2 PM, 5 PM
Client Meeting[Name] - Discovery Session30minsTues, Wed, Thurs11 AM, 2 PM, 5 PM
Client Meeting[Name] - Discovery Immersion Session 1 hrTues, Wed, ThursOpen
Client Meeting[Name] - Shared Vision Session 1 hrTues, Wed, ThursOpen
Client Meeting[Name] - Vision Creation Session 1 hrTues, Wed, Thurs11 AM, 2 PM, 5 PM
Client Meeting[Name] - Lifestyling Session 1 hr 15minsTues, Wed, Thurs11 AM, 2 PM, 5 PM
Client Meeting[Name] - Lifestyling Review Session30minsTues, Wed, Thurs11 AM, 2 PM, 5 PM
Client Meeting[Name] - Mastermind2hrsWed5:00 PM
Client Meeting[Name] - Lifestyling For Teams 2-8 hrsWedOpen
Client Meeting[Name] - Mastermind Vision Setting30minsTues, Wed, ThursOpen
Client Meeting[Name] - Office Hour1hrTues5 PM, 6 PM, 7 PM
Partner Meeting[Name] - Type of Partnership30mins-1hrOpenOpen
Partner Meeting[Name] - Type of Speaking (Podcast, Face-to-Face, etc.)30mins-1hrOpenOpen
Partner Meeting[Vendor Name & Co. Name] - Type of Vendor Meeting30mins-1hrWedOpen
Internal CreationCreation and Preparation1hrDaily9:00 AM
Internal CreationDaily Review30mins-1hrMon-Fri8:00 AM- Check email messages
- Review scheduled meetings for the day
- Review Copper (CRM System) tasks
- Review Asana (PM System) tasks
Internal CreationBusiness Development1-1.5hrMon-Fri9:30 AM
Internal CreationContent Creating1hrDaily11:00 AMFacebook lives, writing, etc.
Internal CreationPriority Tasks1hrDaily9:00 AMPlace Priority Asana (PM System) task links in the description
Internal Meeting[Name] - Content Strategy Meeting30mins-1hrMon9:30 AM
Internal Meeting[Name] - Writing Meeting (Crushing Content Meeting)1hrWed/Thur10:00 AM
Internal Meeting[Name] - Financial Operations Meeting30minsMon11:30 AM- Wins for the week
- Basecamp review
- Nadav financial dashboard review
- Projections
- Review Payments Made By Current Clients
- Timesheet review
- Closing items
Internal Meeting[Name] - Financial Strategy Meeting30minsTuesday3:30 PM- Wins for the week
- PM system review
- Review Quickbooks
- Profit and Loss
- Review Accounts Receivables and Payables
- Balance Sheet
- Review next months and annual projections
- Financial dashboard review
- Discuss additional expenditures and initiatives to add to the budget
- Timesheet review
- Closing items
Internal Meeting[Name of Company] - Executive Meeting1-1.5hrMon8:30 AM- Wins from last week
- Schedule Review
- Company Priorities
- PM System Review
- Upcoming Events - Plans and Tasks
- Closing items
Internal MeetingDaily Huddle15minsTues-Thurs9:00 AM- What you did to change the world yesterday?
- How you are going to crush it today?
- How you are going to blast through any obstacles unfortunate enough to be standing in your way?
- Possibilities Review
Internal MeetingOperations Meeting1hrFriday11:00 AM- Review CRM Goals Report
- Review Opportunties in CRM
- Review/Update CRM Process
- Review Project Management System for outstanding Taks
- Address Issues Arising during the Week
- Any other Business
Internal MeetingStrategy Meeting1hrWedOpen- Good news/Wins
- Review Business Dev and Marketing Strategy
- Review of list building targets
- Pricing
- Review of sales materials
- Review of CRM
-Stages
-Tasks and processes
-KPIs & Metrics
- Any other business
Internal MeetingMarketing Meeting1hrTuesOpen- Product Title & Content
- Ideal Buyer Profile
- Marketing - Tools & Strategy
- Project Phases & Timelines
- Technical & Staff Resources
- Budget
- Sponsorship/Partnership
- Action Items for next meeting
Internal MeetingBusiness Development Meeting1hrTuesOpen- Product Title & Content
- Ideal Buyer Profile
- Marketing - Tools & Strategy
- Project Phases & Timelines
- Technical & Staff Resources
- Budget
- Sponsorship/Partnership
- Action Items for next meeting
Internal MeetingProduct Meeting1hrTuesOpen- Product Title & Content
- Ideal Buyer Profile
- Marketing - Tools & Strategy
- Project Phases & Timelines
- Technical & Staff Resources
- Budget
- Sponsorship/Partnership
- Action Items for next meeting
Internal MeetingClient Debrief15-30minsTues-Thurs3:00 PM- Review Client Program
- Update Client Records based on last interactions
- Update CRM System
- Update Client's PM System
Internal MeetingClient Review Meeting30mins-1hrTues-Thurs4:00 PM - Review Projections Spreadsheet
- Leads Report: Review Leads Sourcing Sheet
- Review Open Opportunites & Associated Tasks
- Lead Score Review
- Abandon Opportunities
- Pipeline Summary Total (Value, Count and Period)
- Any other Business
Internal MeetingClient Kick Off Meeting1hrMon & ThursOpen- Review Shared Vision Agreement Details
- Update CRM with Special Arrangements unique to the Client
- Finalize Number of Client Facing & Implementation Sessions
- Any other Business
Internal Meeting[Name of department or business function]1hrMon & ThursOpen
Relationships: Leadership[Name of Staff] - Check-In with CEO (One on One Weekly/Bi-Weekly/Monthly Check-ins with Executives)30 minsFriOpen1. How are you feeling?
2. What do you need support on?
3. Any ideas/feedback on the company or anything?
Internal Meeting[Company Name] Daily Huddle for Secondary Company15 minsTues-Thurs- What you did to change the world yesterday?
- How you are going to crush it today?
- How you are going to blast through any obstacles unfortunate enough to be standing in your way?
- Possibilities Review
Internal Meeting[Company Name] Daily Huddle for Tertiary Company15 minsTues-Thurs- What you did to change the world yesterday?
- How you are going to crush it today?
- How you are going to blast through any obstacles unfortunate enough to be standing in your way?
- Possibilities Review
Internal Meeting[Company Name] Executive Meeting (For Secondary Business)1hrMons- Wins from last week
- Schedule Review
- Company Priorities
- PM System Review
- Upcoming Events - Plans and Tasks
- Closing items
Internal Meeting[Company Name] Executive Meeting (For a Tertiary Business)1hrMons- Wins from last week
- Schedule Review
- Company Priorities
- PM System Review
- Upcoming Events - Plans and Tasks
- Closing items
Relationship to SelfMeditation30 minsOpenOpen
Mental and Spiritual AlignmentAlignment Tool Completion and Review, Volunteer Time, etc.1hrOpenOpen
Physical Health: Body Movement Moving for Life (Gym, Yoga Class, etc.)1hr3-5 Days Per WeekOpen
Physical Health: Nutrition Meal Prep1hrOpenOpen
Relationships: RomanticDate NightOpenOpenOpen
Relationships: FamilyFamily TimeOpenOpenOpen
Relationships: PersonalPersonal Development Activites (Programs, Retreats, etc.)OpenOpenOpen
Passion & Purpose Continuous Learning Opportunities (Courses, Articles, Creative Time, etc.)OpenOpenOpen

Meeting Calendaring and Structures

Meeting Title and Agenda Examples

Personal Executive Meeting

1. Wins for the week
2. Schedule review
3. Project Management task review
4. Financial review
5. Attendees
– Person 1
– Person 2

Business 2 Executive Meeting

1. Wins for the week
2. Schedule review
3. Project Management task review
4. Biz Dev review
5. Attendees
– Person 1
– Person 2

Creation and Preparation
1. Outline action items from meeting
2. Send email template to prospect
3. Action items captured into CRM or Project Management system
4. Respond emails
5. Read background info such as website, linkedin profile and wikipedia of prospects you are meeting with
6. Set intention
Personal Financial Meeting
1. Wins for the week
2. Financial Reporting review (P&L, Passive Income, Projections, Balance sheet, Investment Performance)
3. Pending Items (Basecamp)
4. Next actions
5. Attendees
– Person 1
– Person 2
Office Hour

1. Review meeting requester
2. See how to support the other person
3. Record action items
4. Attendees
– Person 1
– Person 2

Business 1 Executive Meeting

1. Wins for the week
2. Schedule review
3. Project Management task review
4. Financial review
5. Attendees
– Person 1
– Person 2

Person to Person Internal Meeting

1. Introductions
2. Questionnaire
3. Presentation
4. Action Items Review

Financial Prep Review
1. Financial Reporting review (P&L, Passive Income, Projections, Balance sheet, Investment Performance)
2. Pending Items (Basecamp)
3. Next actions
4. Attendees
– Just you
Business Financial Meeting

1. Wins for the week
2. Basecamp review
3. Nadav financial dashboard review: Review Doc
4. Review Payments Made By Current Clients
5. Timesheet review
6. Closing items

Physical Health

Moving for Loving Life/Exercise/Shower
1. Personal Training:
2. Yoga: Yoga Tree | Battery Yoga
3. Soul Cycle: SoMa | Union Sq
4. Crossfit
5. Hiking/Walking
6. Running
7. Biking
8. Pampering: Monday 5:30 pm
9. Volleyball
10. Monday and Wednesday 6 pm
11. Saturday and Sunday at 9 am
Eating more superfoods and plants: Daily

Mental and Spiritual Health

1. Alignment Tool
2. Brain Wave
3. Meditation
4. Abraham while working out
5. Naps

Relationships

1. Children Check in
2. Good Vibes Outreach: Daily
Thinking good thoughts and reaching out to people

Purpose

1. Creative Time
2. Purpose Focus time

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