Work Smarter, Not Harder – Action Plan Worksheet

Use this worksheet to apply the 7 smart work principles to your daily and weekly routine. Reflect, plan, and commit to smarter workflows!


✅ Step 1: Apply the 80/20 Rule

Identify the 20% of tasks that create 80% of your results.

🧩 Question:
What 3 tasks give you the biggest return on your time and energy?

1. _______________________________________

2. _______________________________________

3. _______________________________________


🔁 Now ask:

What are 3 tasks I should stop or reduce doing?

1. _______________________________________

2. _______________________________________

3. _______________________________________


✅ Step 2: Time Block Your Day

Design a sample weekday using time blocks.


Time Slot           |            Task Type            |               Task Example
            
                  (Deep Work / Admin / Creative / Break)


9:00–11:00 AM


11:00–12:30 PM


12:30–1:30 PM


1:30–3:00 PM


3:00–4:30 PM


4:30–6:00 PM



✅ Step 3: Batch Similar Tasks

Group your repetitive tasks into focused time blocks.

📧 Admin Tasks (Emails, messages, calls):
👉 Batch timing: ___________________________

🎨 Creative Work (Writing, planning, design):
👉 Batch timing: ___________________________

📊 Meetings/Calls:
👉 Batch timing: ___________________________


✅ Step 4: Automate What You Can

List 3 tasks that can be automated or delegated

1. _______________________________________

2. _______________________________________

3. _______________________________________


⚙️ Tools I can explore (Zapier, Notion AI, Calendly, etc.):

 _______________________________________

_______________________________________


✅ Step 5: Prioritize with Purpose

Use the Eisenhower Matrix to sort your current tasks.


Urgent & Important
_______________________________________


Not Urgent but Important
_______________________________________

Urgent but Not Important
_______________________________________


Not Urgent & Not Important
_______________________________________


🎯 Choose one task from “Not Urgent but Important” and schedule it today:

🕒 _______________________________________


✅ Step 6: Protect Your Energy

Design a daily wellness routine to support your productivity.

🛏 Sleep goal: _______ hours

🏃 Movement (type & duration): ____________________________

😌 Breaks I’ll take during work: ___________________________

🍵 Things that recharge me: _______________________________


✅ Step 7: Weekly Reflection & Iteration

Use these prompts every Sunday to reset.

📓 What worked well this week?
_______________________________________


📓 What didn’t work / What drained me?
_______________________________________


📓 What will I change or improve next week?
_______________________________________



🧭 My Smart Work Commitments (This Week)

🎯 Top 3 Priorities
1. _______________________________________

2. _______________________________________

3. _______________________________________


🧠 1 Thing I’ll Stop Doing
_______________________________________


🔁 1 New Strategy I’ll Try
_______________________________________

_______________________________________



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