My operational planning throughout the year is quite simple. To stay focused, I check my yearly planning once a month and adjust my current activities, if necessary. To remind me of doing this check, I integrated a repetitive 30 minutes task into my to-do list on every Friday of the third week of the month. During these 30 minutes, I check my current status and integrate – if necessary – additional activities for new measures starting during the upcoming month.
For example within the first operational planning of the year – normally subsequent to the tactical planning – I develop and add the first “next action” of all measures that are assigned to the next month to my task management.
As I explained within the “Tactical planning” section, I do not plan all activities to realize the measures upfront. Thus, I have to develop a plan of the activities while doing the operational planning. This gives me the opportunity to be more flexible during the year and to adjust my planning according to the current situation without having spent too much time on the details during the tactical planning.
In short: At first, I have a look onto the dream and the selected measure. Then I think about the necessary actions to realize the step of the measure that is assigned to the upcoming month. Finally, I add the next action as to-do to my task management. That is it!
In the context of the Australia example, I have to define the necessary activities to realize the travel planning: Inform yourself about Australia, define the places to visit, detail the travel route, buy flight tickets, and book rental car and hotels. Based on this planning, I simply add “Inform yourself about Australia” into my task management. Sometimes I insert the rest of the planning into the comment of this task to have it at hand when I have finished this activity.
After doing this for all steps of measures that are assigned to the upcoming month, I am ready to start the “Daily operations”.