There are three initial steps you must take in order to set up your plan board.
Step 1: Complete the Develop Your First "Stack" Activity
A Stack is how you combine and relate your Drivers, Goals, Habits and/or Actions.
This is a fundamental piece to complete before stepping foot on your Plan Board.
Complete the activity here.
(Takes 5 - 10 minutes to complete)
Step 2: Watch - Setting Up Your Plan Board
Now that you've developed your first Stack, you're ready to start setting up your Plan Board. In this video we cover the following topics:
- Accessing Your Plan Board
- Adding Your Drivers
- Adding Your Goals
- Adding Your Habits & Actions
- Your Plan Board in Action
- Charts & Tracking Your Progress
#First100 - A little later on we'll be emailing you a survey to see how we can improve this initial video. Topics to take out? Topics to add? Upon getting your feedback we'll develop the go-live version (higher production version) of the video.
Step 3: Put Your Plan Board on Your Phone
Download the Monday.com app on the Apple App Store or Google Play Store. Get your Plan Board on your phone! The mobile app is great for day-to-day use of your Plan Board. For some advanced features such as accessing charts, graphs and and adding automations, the desktop version of your Plan Board is best.
#First100 - The section below is coming soon! We'll email you as videos below become available.
If you have any video topics you'd like to add to the list below, email them to [email protected].
Optional
(But Recommended)
The three steps above are the only required steps, but below are additional videos, activities and resources to help you customize, automate and expand your Plan Board.
Automating Habits (video)
How to set up recurring tasks so you don't need to manually add habits each week.
Daily, Weekly, Monthly (video)
The recommended daily, weekly and monthly steps for checking-in, maintaining and updating your Plan Board. Daily - status updates. Weekly - review of last week and prep for upcoming week (do this on Saturday each week). Monthly - review of the last month, check your progress and prep for the upcoming month.
Monday.com Trips and Tricks (video)
Monday.com is an industry leading platform with tons of bells, whistles, features, functionality and automation so you can customize your plan to work best for you. We'll show you some of our favorite tips and tricks.
Deeper Dive on Drivers (video & activity)
We'll go through the different types and Drivers and what differentiates a Driver from a Goal or Habit. With examples. We'll also cover how to expand the meaning of your Drivers by setting long term goals for certain Drivers.
Deeper Dive on Goals (video & activity)
We'll show you how to complete the Goals part of the Goals and Habits Queue on your Plan Board. With examples. We'll also cover the different types of goals you can set (ie. compounding goals, one-time goals, etc.)
Deeper Dive on Habits (video & activity)
We'll show you how to complete the Habits portion of the Goals and Habits Queue of your Plan Board, as well as, when and how to use the Habits Bank section of your Plan Board. We'll also cover tips, tricks, mindset and actions to take in order to develop and maintain positive habits in your life.
Deeper Dive on Actions (video & activity)
We'll show you how to complete the Actions Queue section of your Plan Board. We'll also cover how actions drive the other parts of your Plan Board and MyDAMplan.
What NOT to Put on Your Plan Board (video)
Recommendations for what to put on your Plan Board and what NOT to put on your Plan Board. You don't want to just end up creating a massive to-do list. It should be meaningful and enjoyable.