Time value of money - Spending time wisely

Prioritization

No carryover

Focus of importance

Decision Making

CALENDAR 2

-Discusses calendar preferences

1. Before meeting
   • EA schedules Calendar 2 meeting with Client
   • EA uses notes/recording from Calendar 1 to proactively pre-fill the Calendar Preferences [Master Template]
   • EA formats calendar template to suit client expectations, removing any dimensions that are not relevant to their understanding of the client
     • I.e. do not ask about a spouse’s schedule if the client has no spouse
2. During meeting
   • EA leads client on review of Calendar Preferences [Master Template] to document client preferences
3. Milestones
   • EA will have completed Calendar Preferences [Master Template]
   • EA will ask client for permission to overhaul existing calendar and begin scheduling Personal, Professional, or both kinds of meetings on client’s behalf
4. After meeting
   • In conjunction with learnings from Calendar 1 Pain Points findings, EA will begin implementing preferences client expressed and captured in session
   • EA may begin scheduling proactive, reactive, or both kinds of meetings based on client sign-off
   • EA will review findings once more in advance of Calendar 3: Determine and Protect Focus Time

Client shares screen to show calendar and begins walk-through

1. As client walks through calendar, EA should listen for preferences on the following:
   1. What calendar to use for what events
   2. Visual preferences - e.g., color coding to better identify agendas for the day:

CALENDAR 1

Discussing pain points and putting out fires (e.g. overlapping meetings, double booked, back-to-back meetings no breaks in-between