How I Organize my Planner as a Project Manager
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- Опубліковано 27 лип 2024
- Update: Hi All! I still follow this process with some tweaks - but I also made myself a digital planner that fits all the needs I mention in this video.
Grab it from my website for free: www.carlaaguilarrivera.com
Hello Queridos,
Here is a video on how I organize my week through my planner as an engineer/project manager.
I will go through my process step by step and hope that it can serve as some inspiration on time management.
Step 1 - Plan out tasks on Friday
Step 2 - Review meetings for the week and categorize
Step 3 - Plan out prep times
Step 4 - Schedule Blocking and scheduling tasks by priority
Thank you for watching!
Carla
WEBSITE: carlaaguilarrivera.com/
TIKTOK: carlaaguilarrivera
QUIEN SOY/WHO AM I:
Hello everyone! My name is Carla, I am a licensed engineer and project manager. I make videos on leadership skills, soft skills, and project management skills from a first-generation background perspective. Welcome to the inside of my brain!
CONTACT ME: contactme@carlaaguilarrivera.com
Thank you for making this video! There are plenty of videos out there that say that the key to successfully managing multiple projects is to be organized, but then they don't elaborate on specifically how to be organized. I appreciate the practical step-by-step guide, as well as the reminder to balance work and personal life.
I absolutely LOVED this video! Not just the tips, but the before-and-after of your planner when you’re laying it out, and then after you’ve used it! My favorite tip was when you explained how you rank your meetings in terms of participation level (I’m working on integrating this into my own scheduling, so this was right on time!).
Looking forward to the video on project strategy🧡
You are so sweet! Thank you so much
Agreed. The ranking of meetings is great! I also use a note book, but not as organized as Carla's. In general, I find the physicality of writing in a notebook produces better thinking and more memorable recording of activities and obligations.
Love your approach to preparation. One of my core values is “Be on time and prepared” so I am in full agreement with you. Thanks for sharing.
Carla, I LOVED your ending which resonated with me when you mentioned the words " immigrant" "first generation" and "holding onto your roots". Overall excellent content on project planning as a project manager. I too am a project manager and constantly learning in the project management space. I look forward to more of your content.
Project Planning & Scheduling Section, Monsanto C.E.D. 1973 - 1976
FINALLY found a video that solved my time management confusion. I am not a project manager, but struggled with some personal project management. Love the step by step explanation and details with examples. It made it very clear to me. THANK YOU!!!
People, time, resources, time and money. Thats the nuts and bolts, but the personalities and egos, thats the skills you need.
Agreed! But the nuts and bolts at least keep my head on straight :D
If you work in a position in which you are overloaded with work. Phone rings off the hook all day, have a manager who throws you under the bus to keep the heat off themselves makes the job impossible. I was working 12 hour days 7 days a week and could not keep up. I was fired for not keeping up.
This was such a great video. I just did a career pivot from sales operations to project management. I’ve watched a lot of videos and finally found someone I can relate to. I look forward to watching more 🤩
That's a big change! So exciting :D Thank you so much
This video is what I needed!!! I’m a struggling PM. Thank you!
You got this!
This is so helpful - would love to see more of your process! Thank you, Carla!!
of course! looking forward to sharing more ☺
I've come across very few ideas, after 17 yrs in sales, that have compelled me to log into work at 10pm on a Thursday until now. I'll be up as late as needed getting this system dialed-in to begin tomorrow (Friday). Thank you, just what I was looking for!
I'm so glad I found you! I'm first gen and feel like corporate is a whole foreign language. Looking forward to your videos.
Yay! Totally agree. Took me almost a decade to start feeling comfortable in that world.
Omg just found your video and appreciate your honesty and calm. Especially appreciate that you are supporting those who are oh so confused by corporate america. Cant wait to dive into your content
Ah yes corporate america took me a while to figure it out☺Still figuring it out.
So valuable! Subscribed right away!
I'm a recent student to digital PKM and enamored by it, however, seeing this video feeds my passion for learning more about Project Management. Thank you for this great content.
That's awesome!! Happy you enjoyed 😊
You're awesome!
Loved your video and ideas!
I would suggest obtaining a professional appointments book with the time increments already labeled (quarter hour or whole hours).
Since you have an electronic calendar, perhaps it can interface to a billable hours program.
I would deem it wise to hardcopy any documents taken to the field, except any information that is sensitive or confidential.
very good info, thank you
Great tips! Great personality!
You are so kind!
Prepping on a Friday is golden! #usnerdgirlsplan
Great video. Subscribed!
This is great I’ve been looking for a work planner example for me! I’m in an owner’s rep so many different clients and jobs and projects and tasks! I’d love to see how you organize that. Although I saw you just left your job !
Totally get it! I've definitely had my share of struggle figuring out a good plan when I have multiple projects and clients at once! I'll try to share something on how I do this - though there's always room for improvement :D Haha the title is a little misleading I quit one position to go to a bigger firm.
Would you consider doing a project management planning video?
I have a project management plan/strategic plan video coming soon and then I will be doing a series on pm'ing tools :) Just looking to find some time to edit while juggling the 9-5 haha!
Hi Carla, thanks for the very practical tips on managing your priorities on an analog planner. However how do you manage having to essentially write down (replicate) your digital calendar into the planner? I would assume your schedule changes and having to rewrite those again on paper multiple times is time consuming or perhaps counterproductive?
She’s on it..
Carla, I am a first generation immigrant as well. I just landed a project manager position and your video just gave what I needed to get organized in my new role
Where do you write your meeting notes, and how do you cross reference them? Do you have more pages in your planner to store meeting notes, or do you use a second notebook and cross reference? Thanks!
Haha - I love this question! I just realized I should have made a video on how I organize my notes along with this one. I have a second notebook and I use OneNote. I cross reference by date, project name and mtg title. I'll make a video :)
@@carlaaguilarrivera did you create another video haha?
@@sharafneelam I did! It is one of my latest
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Can help with strategic planning 😩
I did one on project management planning and strategy - is there something more specific you are thinking? ☺
Hey I’m interested in becoming a project manager in tech. Would you be willing to have a chat with me to know if it’s actually what im expecting
We can definitely chat! Though my focus is on capital infrastructure not tech - but the concepts are translatable. I'll set up and share with you a link on my website so that we can set up a virtual meeting.
@@carlaaguilarrivera sure looking forward !
@@fstorms236 www.lavidacarlita.com/appointments