Tutorials

How to Do Your Weekly Planning

When you log into Momentum you’ll find yourself at the weekly view or as we like to call it, our “Goldilocks view” — giving you just enough of a horizon to plan against, and just small enough to be manageable for taking action on your projects. 

Weekly planning is a great place to start because most of us can easily project about a week ahead in our lives. 😀 

Here’s a quick look at a standard view, before you’ve entered any of your projects: 

The Planner Area (on the left) helps you keep sight of your commitments (i.e. projects) and your constraints (i.e. events and deadlines).

The Dashboard (on the right) gives an at-a-glance view of what you’ve planned to do for that time perspective.

The Benefit of Constraints

We recommend getting started by adding your “📅 Scheduled Events” so you can get a better sense of where you do (or don’t) have time in your week to move your your projects forward. 

Here’s what you’ll see when adding a scheduled event: 

Like Maghan describes in the video above, add a description, the date, and time. 

If you have already entered your Weekly Projects and your event is linked to one, you can link them together here. If the event is not connected or you haven’t yet gotten to the Weekly Projects section you can leave that section blank. (Remember you can always come back and edit them later.)

And if you want to add a little color to your schedule feel free to choose from the selection provided. 

Once you hit “Save” your event will automatically be sent to the Weekly Dashboard. 

For Clarity of Purpose Shift Up

Before you get into your projects for the week, zoom up and take a look at your goals for the month. Shifting up a time horizon will remind you why these projects are on your weekly plan.

To do this, head to ‘This Month’s Planner’ to set up the backbone for your week’s priorities. Just click ‘Go To This Month’s Planner’ at the top left: 

Watch in more detail how it works here: 

Once in the Monthly Planner view you can add your Monthly Projects by clicking ‘+ Add a Project’ under ‘This Month’s Projects’. 

You can leave the Quarterly Project link section blank for now, unless you already have already filled in your Quarterly Projects.

Once you have your Monthly Projects filled in you can head back to your Weekly Planner (click ‘Go To Weekly Planner’ under the week you are planning.) 

You’ll now see your Monthly Projects listed in the upper left hand corner of the Weekly Planner. 

Notice you’ll be asked to confirm them, and once you’ve done so, you’re set to move to the next step.

Moving Ahead to ‘This Week’s Projects’

The ‘This Week’s Projects’ section of the Weekly Planner is where you have a general overview of what you’ve planned for the week.

Watch Maghan’s video for a further explanation on how this works:

If you haven’t added projects yet, go ahead and click on “+ Add Project.” 

Pick a title or basic description of the action involved in the project, and be certain to include a universal action verb + noun. 

You can see here 👆 that the Weekly Project (‘Interview Candidates’) is linked with the Monthly Project added previously (‘Hire new Marketing Assistant’). 

The Weekly Project can be connected to a Monthly Project — but it doesn’t have to. That’s totally your call. 

Technically any project can be a Weekly project — if it’s possible to do it in a week. That’s part of what the Momentum planner is training you to assess. 

Take time to think about what projects are week-sized or week length. Some other week-sized project ideas could be: 

  • A DIY project at your house (like installing new lighting or planting a small garden) 
  • Write a short story draft or blog post 
  • Create a PowerPoint presentation 

Remember to ask yourself if your weekly projects fit your overarching project priorities.

Here 👆 you can see we’ve linked most of our Weekly Projects to our Monthly goals but “Review Weekly Reports” is not linked to a larger project. And that’s okay, it just means that for this week that will take up one of our five Weekly Project slots.

Now that you’ve finished filling out your Weekly Projects, you’re ready to move to the Weekly Dashboard. That’s where you’ll chunk your week-sized project into day-sized chunks. 

Recenter Your Focus with the Weekly Dashboard 

The top of the Weekly Dashboard asks you “🎯 What’s your main focus this week?”’ This area can be used in countless ways. Some of our favorites include: 

  • Keeping a priority project top of mind
  • Reminding yourself of a habit you want to practice
  • The feeling or vibe you’re going for this week 😎
  • A special event you don’t want to lose sight of

You can watch more about finding your focus with the Weekly Dashboard here: 

Add Your Project Chunks on the Weekly Dashboard 

Now that you’ve set your focus for the week (or not, your call) you can move on to the final step—adding in the day-sized project chunks that will help move your weekly projects forward. 

Take a look at the projects and events you included on the Planner side of the Weekly View. What needs to be done when? Where do you have the space in your schedule? Break your weekly projects into smaller chunks and add them in under the days of the week accordingly. 

All you have to do is click “+ Add a Project Chunk” and enter a name (verb+noun) for that chunk. 😇

Here you can see more about how it’s done: 

Remember, nothing is set in stone. Reality has a way of coming in and changing our plans. That's why we’ve made it really simple to edit, defer, archive or even delete a project

That’s everything you need to know for getting started with your Weekly Planner.

From here you can move down a time perspective to do some fine-grained Daily Planning or shift up and look at the big picture with the Monthly Planner. 

Happy Planning!

Momentum Team

We're the team behind Momentum. And we're here to help get your most important projects from start to done.