Start with spring. The entry pairs “Preparation window” with “Q1”. That pairing is useful only when it is clear why the context supports the state. A repeated task can land on the same calendar date every year while the preparation it requires varies with the season.
Begin with the constraint
Map busy periods before scheduling recurring routines. Reserve review windows early enough to change the next cycle.
Example: Spring
The illustrative record contains preparation window. Its state is q1. Ask what evidence supports that state, which detail is still uncertain and whether the next person could understand it without reading a separate message thread.
Questions for a working review
- Define the decision the reader needs to make. For spring, use “Preparation window” as the starting context.
- Find the source behind the example record. For spring, use “Preparation window” as the starting context.
- Write down the open question before choosing a state. For spring, use “Preparation window” as the starting context.
A small exercise
Take one recent annual work planning example from your own process. Write its context without using a status label, then add the label separately. If the two contradict each other, investigate the source before updating the record. Compare the result with “Summer” in the demonstration to see which distinctions your process needs.
These are planning notes. The specimen is illustrative, and the preview does not process live work.
More field notes →