Your values are the filter for every decision this quarter. Select up to 5 that feel most true right now, then describe what they mean in practice.
🎯 Pick your top values
Choose what resonates most, not what sounds impressive. These guide your planning decisions.
Integrity
Growth
Connection
Excellence
Simplicity
Generosity
Freedom
Courage
Innovation
Balance
Impact
Authenticity
Leadership
Trust
Resilience
Wellness
Sustainability
Creativity
✍️ What do these values mean to you in practice?
Where are you uncomfortable? What ticks you off? What are you most proud of? Your values are often found in your frustrations and your wins.
AI Planning Coach
Not sure about your values? Ask the coach to help you get clear.
Step 2 of 6
Define your Chief Aim
Your Chief Aim is not a to-do. It's identity-driven. It's the one direction that, focused on for 90 days, would make everything else easier or unnecessary.
🪜 The Ladder Question
At the top of the ladder is your biggest goal. But the Chief Aim is not the goal itself. It's who you need to become to achieve it. What needs to be true about YOU?
Examples from CT clinics:
Trust my teamPatient retentionPay myself regularlyReferral growth
🔍 Your Decisions Lens
When you face a new opportunity this quarter, ask: Is this the right thing? Right time? Right level of completion? Write your lens below.
AI Planning Coach
Stuck on your Chief Aim? Describe where you are and the coach will help you shape it.
Step 3 of 6
Monthly milestones
Break your Chief Aim into one milestone per month. You're not planning every task. You're setting a directional focus. Progress over perfection.
📅 Q2 Milestone Plan (Apr – Jun)
One milestone per month. What needs to be true at the end of each month for you to be on track?
April
May
June
⚡ The Leverage Question
What one action, done consistently, would make all other things easier or unnecessary? This is your first domino.
AI Planning Coach
Ask the coach to help break your Chief Aim into monthly milestones, or stress-test what you've written.
Step 4 of 6
Weekly Gold Star Actions
One focused action per week. Plan it Thursday or Friday. Complete it by Tuesday EOD. Review Wednesday. This is the CT planning cadence. Consistency beats intensity.
⭐ The CT Rule
You're allowed to miss a week. You just can't miss two in a row. That's it. That's how big things get done.
🗓 Q2 Weekly Commitments
Set your Gold Star Action for each week of Q2. Start with the first two or three, then add as you go.
Week of
Gold Star Action
Done
AI Planning Coach
Ask the coach to suggest Gold Star Actions based on your Chief Aim and milestones.
Step 5 of 6
Support & delegation
You don't need to do it all yourself. In fact, the goal is to do less of it yourself over time. Who carries what this quarter?
🤝 Who supports this quarter's plan?
Name who specifically and what they own. If you don't know yet, write TBD and make finding that person one of your Gold Star Actions.
🔁 What does done look like?
Define completion for your most important action this quarter. 30-75% is real progress. Done rarely means 100%.
"Because I believe...
I will follow through on...
Step 6 of 6
Your Q2 Plan
Here's everything in one place. Review it, share it with your coach, or print it. Come back every Thursday when you set your Gold Star Action.
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