## Choose Your Starting Point
Everyone comes to MakeTimeFlow with different needs. Choose the approach that fits where you are right now:
### π Pathway A: "I'm Feeling Overwhelmed"
**Best for:** Need immediate relief, drowning in tasks, stressed about everything
**Quick Start (15 minutes):** (Do with AI - voice or text - it can help you create these)
1. **This week's wins** (5 min): What 2-3 things would make this week feel successful?
2. **Key tasks** (5 min): Create 3-5 tasks with time estimates and schedule them
3. **Focus time** (5 min): Learn to use timers for focused work blocks
**Build over time:** Gradually add quarterly goals β 5-year vision in coming weeks
[[#Pathway A Quick Start for Overwhelmed]]
---
### π― Pathway B: "I'm Not Getting Done What's Most Important"
**Best for:** Busy but not making progress on what truly matters, need clarity on priorities
**Goals-First Approach (30 minutes):** (Do with AI - voice or text - it can help you create these)
1. **Quarterly clarity** (15 min): Define success for THIS QUARTER
2. **Weekly focus** (10 min): Connect quarterly goals to this week's priorities
3. **Key tasks** (5 min): Identify 3-5 tasks aligned to goals
4. **Track progress**: Set up 1-2 KPIs to measure success
[[#Pathway B Goals-First Approach]]
---
### π Pathway C: "I Want the Full System"
**Best for:** Motivated, have time, want complete understanding and setup
Ready for the comprehensive approach? Here's your path to meaningful progress:
## 4 Steps to Level Up
### 1. Explore Your Flourishing Map
**What:** Assess the 6 key drivers of life satisfaction
**Why:** Understand where you are and where you want to be across all life domains
**How:** Use voice or chat with your AI coach to explore each domain
**Time:** 15-20 minutes for initial exploration
Start by exploring your [[Flourishing Map]] - a visual compass based on positive psychology research. You'll assess yourself across 6 domains:
- Physical Health and Exercise
- Positive Emotions
- Engagement and Flow
- Relationships
- Meaning and Purpose
- Achievement
This exploration helps you identify what matters most and where you want to focus your energy.
### 2. Draft Your Success Stories (Your Narrative Goals)
**What:** Create compelling narratives of your future success - these ARE your goals
**Why:** Vivid, narrative goals are more motivating than lists of objectives
**How:** Use AI to help draft stories from your "future successful self"
**Time:** 20-30 minutes with AI assistance
Based on your Flourishing Map insights, create **Success Stories** (your rich narrative goals) for different time horizons:
**5-Year Vision** - Your long-term aspirational future
- Organized by 4 life domains: Work, Home, Community, Self
- Written as a narrative from your successful future self
- Describes how you overcame obstacles and became the person you wanted to be
**Quarterly Goals** (12-week year) - Your focused 3-month vision
- Also organized by the 4 Four-Way Wins domains
- Specific enough to guide action, inspiring enough to motivate
- Updated every quarter to reflect your evolving priorities
**Weekly Success Story** - What makes this week successful
- Your immediate focus and outcomes
- Guides daily decisions and priorities
- Reviewed and updated each week
> [!tip] Use the AI Coach
> Your AI coach can help draft these stories based on your Flourishing Map insights. Just ask: "Help me create my quarterly success story" or use `Cmd+G` (Mac) / `Ctrl+G` (Windows/Linux) to jump to your goals and click on the Coach button in the bottom right.
### 3. Choose 3-5 Smart Bets (Strategic Experiments)
> [!tip] In-App Help Available
> Look for the **"Explain this"** button on the Smart Bets page for instant help understanding this concept.
**What:** Select specific metrics to track as 4-week bounded experiments
**Why:** Test strategic approaches to see what actually moves the needle
**How:** Form hypotheses about what might work, then measure the results
**Time:** 10-15 minutes
Smart Bets (formerly KPIs) are **4-week experiments** inspired by Cal Newport's deliberate practice philosophy. Instead of tracking metrics forever, you're testing approaches to learn what works.
Don't try to measure everything! Choose 3-5 Smart Bets that represent your most important quarterly outcomes.
**Most users will have 1-2 KPIs focused on Achievement - their work success and personal performance.**
#### How KPI Scoring Works (0-100)
Each KPI uses a **0-100 scoring system** where you set:
- **Baseline score**: Where you are now (0-100)
- **Goal score**: Where you want to be by quarter-end (0-100)
**The 0-100 scale is flexible - each point can mean whatever you want:**
- **Hours**: Each point = 1 hour. Example: Deep work hours 5 β 15 (5 hours/week to 15 hours/week)
- **Revenue**: Each point = $1K. Example: Revenue 10 β 25 ($10K to $25K)
- **Percentages**: Each point = 1%. Example: Projects on time 60 β 90 (60% to 90%)
- **Subjective ratings**: Use any scale. Example: Leadership skills 6 β 8 (on a 10-point self-assessment)
**Choose what each point means for your KPI, then stay consistent** when you update your scores each week.
#### Best Practice KPI Examples
**Achievement - Work Success (Most Common):**
- **Deep work hours per week**: 5 β 15 (each point = 1 hour; best practice: 15-20h/week for knowledge workers)
- **Projects shipped on time**: 60 β 90 (each point = 1%; ship 60% on time β 90% on time with quality maintained)
- **Revenue per client delivered**: 10 β 25 (each point = $1K; $10K β $25K for consultants/agencies)
- **Technical skills mastery**: 6 β 8 (use your self-assessment scale; 6/10 β 8/10 via quarterly review + peer feedback)
- **Weekly velocity**: 20 β 35 (each point = 1 story point; for engineers using agile)
**Achievement - Personal Performance:**
- **Leadership skills rating**: 5 β 8 (use your rating scale; 5/10 β 8/10 via 360 feedback)
- **Presentation quality score**: 6 β 9 (use your rating scale; 6/10 β 9/10 via audience feedback)
- **Strategic thinking time**: 2 β 5 (each point = 1 hour/week; 2h β 5h of high-level planning)
- **Learning velocity**: 1 β 3 (each point = 1 course per quarter; 1 course/quarter β 3 courses/quarter)
**Productivity - Supporting Metrics:**
- **Focus sessions per week**: 3 β 10 (each point = 1 session; 3 β 10 uninterrupted 90-min blocks)
- **Weekly planning completion**: 50 β 100 (each point = 1%; complete planning 50% β 100% of weeks)
**For Entrepreneurs:**
- **Monthly recurring revenue (MRR)**: 5 β 15 (each point = $1K; $5K β $15K MRR)
- **Customer lifetime value (LTV)**: 5 β 20 (each point = $100; $500 β $2000 LTV)
- **Net promoter score (NPS)**: 30 β 70 (each point = 1 NPS point; industry standard measurement)
> [!info] Review Weekly
> Update your KPI scores weekly to track progress. Use `Cmd+K` (Mac) / `Ctrl+K` (Windows/Linux) to open the command palette, then search "KPI" to quickly access your KPIs.
### 4. Run 1-2 Personal Experiments
> [!tip] In-App Help Available
> Look for the **"Explain this"** button on the Personal Experiments page for instant help understanding this concept.
**What:** Test new daily practices through 1-2 week sprints
**Why:** Discover what habits actually work for YOU through rapid experimentation
**How:** Choose 1-2 specific behaviors to try for 1-2 weeks
**Time:** 5 minutes to set up, daily practice to test
Think of habits as experiments, not lifelong commitments. Test something new for 1-2 weeks, then decide:
- **Keep** it in maintenance mode (becomes part of your routine)
- **Modify** it based on what you learned
- **Abandon** it and try something else
**Example Habit Experiments:**
- "Morning meditation - 10 minutes daily" (testing for 2 weeks)
- "Leave work by 6pm for family dinner" (testing for 2 weeks)
- "90-minute deep work blocks" (testing for 2 weeks)
> [!success] Start Small
> Only run 1-2 active experiments at a time. It's better to successfully test one habit than fail at five.
> It's totally fine to have a list of habits you want to try - keep track of them in your quarterly success story for self. Keep track of the habits you are maintaining in your weekly success story.
---
## How It All Fits Together
Understanding how these pieces work together is key to success. Here's the complete system:
### The MakeTimeFlow Framework
```
Flourishing Map (Foundation)
β
Identifies what drives your satisfaction
β
Success Stories = Your Goals
β
Rich narrative visions organized by 4 life domains
β
KPIs (Selective Measurement)
β
Track 3-5 most important outcomes from 6 Flourishing Domains
β
Habits (Experimentation)
β
Test 1-2 new approaches at a time
β
Tasks (Daily Execution)
β
Break goals into actionable next steps
β
Focus & Highlights (Flow)
β
Execute with intention and presence
```
### Two Category Systems Working Together
MakeTimeFlow uses two complementary frameworks - don't confuse them!
**6 Flourishing Domains** (for foundation, KPIs, and Habits)
Used for:
- Exploring your Flourishing Map (assessing life satisfaction drivers)
- Choosing KPIs (selecting 3-5 metrics to track)
- Designing Habit experiments (testing improvements in any domain)
The 6 domains:
1. Physical Health and Exercise
2. Positive Emotions
3. Engagement and Flow
4. Relationships
5. Meaning and Purpose
6. Achievement
**4 Four-Way Wins Domains** (for Success Stories only)
Used for:
- Organizing your Success Stories (quarterly and long-term goals)
- Creating "four-way wins" where progress in one area supports others
The 4 domains:
1. **Work** - Professional achievement and career
2. **Home** - Family and personal life
3. **Community** - Social contribution and service
4. **Self** - Health, growth, and personal development
> [!note] Why Two Systems?
> The 6 Flourishing Domains help you assess and measure what drives satisfaction. The 4 Four-Way Wins help you organize comprehensive life goals. They complement each other perfectly!
### Success Stories ARE Your Goals
This is crucial to understand:
**Your Goals = Your Success Stories** (We use these terms interchangeably)
When we say "Success Stories" we mean your **narrative goals** - rich descriptions of what you want to achieve:
- Written in human, meaningful terms (not just numbers or checkboxes)
- Tell the story of your success from the future
- Describe how you overcame obstacles
- Create emotional connection to your vision
- Comprehensive across life domains (Work, Home, Community, Self)
**KPIs and Habits are NOT your goals** - they're supporting tools:
- **KPIs** = Selective measurement (only 3-5 most important outcomes measured 0-100)
- **Habits** = Experimentation (only 1-2 active tests at a time)
You don't need to measure everything in your Success Story (goal). Choose what matters most.
---
## The MakeTimeFlow Journey
Here's the recommended path to building a sustainable practice:
### Starting Out: Initial Exploration (Week 1)
**Day 1-2: Explore Your Flourishing Map**
- Set aside 20 minutes
- Create your [flourishing map](https://my.maketimeflow.com/flourishing) or create it with voice or text with your AI coach
- Assess yourself honestly across all 6 domains
- Note your current score and desired score for each
- Let this guide your thinking about goals
**Day 3-4: Draft Your Success Stories**
- Start with quarterly (12-week) goals
- Use AI to help you draft from your "future self" perspective
- Organize by the 4 Four-Way Wins domains (Work, Home, Community, Self)
- Make them vivid and inspiring
- Include how you overcame expected obstacles
**Day 5: Choose Your KPIs**
- Pick 3-5 metrics that matter most this quarter
- Draw from your 6 Flourishing Domains
- Set baseline scores (where you are now, 0-100)
- Set goal scores (where you want to be, 0-100)
- Connect them to your Success Stories
**Day 6-7: Plan Your First Habit Experiment**
- Choose ONE habit to test this week
- Make it specific and measurable
- Connect it to a KPI or Success Story
- Set up daily or weekly tracking
### Building Momentum: First Month
**Week 1: Get Everything In Place**
- Complete your Flourishing Map
- Draft quarterly Success Story
- Set 3-5 KPIs
- Start 1 habit experiment
**Week 2-4: Establish Review Rhythm**
- **Daily**: Check your weekly goals (morning/evening)
- **Weekly**: Reflect on KPIs, update weekly success story, plan next week
- **End of Month**: Review quarterly goals, adjust KPIs if needed
### Deepening Practice: Months 2-3
**Experiment and Refine**
- Complete 1-2 week habit experiments
- Decide: keep, modify, or abandon each habit
- Update KPI scores weekly
- Adjust goals based on what you learn
- Use voice reflections to process insights
**Expand Time Horizons**
- Draft your 5-year vision (if you haven't already)
- See how quarterly goals connect to longer vision
- Notice patterns in what energizes vs drains you
### Sustainable Excellence: Quarter End and Beyond
**Quarterly Review**
- Celebrate what you achieved
- Review all KPI progress
- Update Flourishing Map
- Draft next quarter's Success Story
- Choose new KPIs for next quarter
- Close out habit experiments
**Yearly Reflection**
- Update your 5-year vision
- Review Flourishing Map changes over the year
- Celebrate growth and learning
- Set direction for next year
---
## Using the Tools
MakeTimeFlow provides powerful tools to support your journey:
### AI Coach Integration
Your AI coach understands your goals, habits, and KPIs:
**Voice Interactions:**
- "Help me update my Flourishing Map"
- "Let's create my weekly success story"
- "I completed my habit today" (during shutdown)
- "Help me reflect on my KPIs" (during weekly planning)
**Chat Interactions:**
- Ask for help drafting goals
- Request advice on which habits to try
- Get accountability and encouragement
- Process insights from your reflections
### Keyboard Shortcuts
**Quick Access:**
- `Cmd+G` (Mac) / `Ctrl+G` (Windows/Linux): Jump to goals
- `Cmd+K` (Mac) / `Ctrl+K` (Windows/Linux): Open command palette (then search "KPI" or "Habits")
**Daily Workflow:**
- Use Focus Mode to work on goal-related tasks
- Set Daily Highlight for your most important outcome
- Link tasks to goals with project tags
### Connecting Goals to Tasks
Your Success Stories should inform your daily tasks:
**Break Down Goals:**
- Create tasks for specific goal-related actions
- Use project tags to connect tasks to goals
- Set weekly tasks that align with weekly success story
**Use Daily Highlight:**
- Choose one task each day that connects to your goals
- Ask: "Will this help achieve my Success Story?"
- Celebrate progress on goal-related work
**Review Rituals:**
- **Shutdown**: Reflect on today's progress toward goals
- **Weekly Planning**: Review KPIs, update weekly success story, plan next week
- **Monthly Review**: Check quarterly goals, adjust KPIs
### Email and Notifications
**Daily Goals Email:**
- Get your weekly goals, active habits, and current KPIs delivered daily
- Configure at [Daily Goals Email Preferences](https://my.maketimeflow.com/goals_email_preferences)
- Great for morning motivation and evening reflection
---
## Making It Work For You
### Common Patterns That Work
**The Minimalist:**
- 1 quarterly Success Story
- 3 KPIs (one per domain: Achievement, Relationships, Physical Health)
- 1 habit experiment at a time
- Weekly review only
**The Comprehensive Planner:**
- Full Flourishing Map exploration
- Quarterly + 5-year Success Stories
- 5 KPIs covering multiple domains
- 2 habit experiments
- Daily shutdown + weekly + monthly reviews
**The Experimenter:**
- simple weekly success story
- focused tasks
- begin well ritual
- Focus on discovering what works through rapid testing
### When to Review
See [[Review Rhythm]] for detailed guidance on review cadences:
**Daily** (5 minutes)
- Morning: Review weekly goals (the begin well ritual will guide you to review your goals)
- Evening: Quick reflection on progress
**Weekly** (30 minutes - your WRAP ritual will guide you through these)
- Reflect on KPI progress
- Update weekly success story
- Plan next week
- Review habit experiments
**Monthly** (45 minutes)
- Review quarterly goals
- Update KPI scores
- Consider new habit experiments
**Quarterly** (90 minutes)
- Full quarterly review
- Update Flourishing Map
- Draft next quarter's Success Story
- Choose new KPIs
**Yearly** (2-3 hours)
- Review 5-year vision
- Celebrate year's progress
- Set direction for next year
---
## Pathway Details
### Pathway A: Quick Start for Overwhelmed
**When to use this:** You're feeling stressed, drowning in tasks, and need immediate relief before thinking about long-term goals.
#### Week 1: Get Grounded (15 minutes setup)
**Step 1: This Week's Wins (5 minutes)**
Open your AI coach and say: "I'm feeling overwhelmed. Help me focus on this week."
Together, capture 2-3 things that would make this week feel successful:
- "Finish the client proposal"
- "Have quality time with family on weekend"
- "Get caught up on email backlog"
This becomes your simple **weekly success story** (your weekly goal).
**Step 2: Key Tasks (5 minutes)**
Create 3-5 specific tasks with time estimates:
- "Draft client proposal sections 1-3" - 2h
- "Review and edit proposal" - 1h
- "Plan Saturday family outing" - 30m
- "Process inbox to zero" - 1h
- "Prepare for Monday team meeting" - 45m
**Step 3: Schedule Focus Time (5 minutes)**
- Learn about the 5, 10, 25, and 45-minute timers
- Schedule one 45-minute focus block for your most important task
- Try using a timer for your first task
#### Weeks 2-4: Build Momentum
**Each Monday (10 minutes):**
1. Review last week - what worked?
2. Set this week's 2-3 wins
3. Create 3-5 key tasks
4. Schedule focus blocks
**Each Evening (2 minutes):**
- Quick check: Made progress on weekly wins?
- Celebrate what you got done
- Adjust tomorrow if needed
#### Month 2: Add Structure
Once you're comfortable with weekly rhythms, gradually add:
- **Week 5-6**: Add one habit experiment ("45-min focus blocks daily")
- **Week 7-8**: Draft a simple quarterly success story (your quarterly goal)
- **Month 3+**: Add 1-2 KPIs to track quarterly progress
**Why this works:** You start with immediate relief and build confidence before adding complexity.
---
### Pathway B: Goals-First Approach
**When to use this:** You're busy but not making progress on what truly matters. You need clarity on priorities.
#### Week 1: Get Clear (30 minutes)
**Step 1: Quarterly Clarity (15 minutes)**
Use your AI coach or chat to answer:
- "When I look at the end of this quarter (3 months), what achievement would make me feel like I'm winning?"
- "What's the ONE professional breakthrough I want?"
- "What personal outcome matters most this quarter?"
Draft your **quarterly success story** (your quarterly goal) organized by Work, Home, Community, Self.
**Step 2: This Week's Focus (10 minutes)**
Connect quarterly goals to this week:
- Which quarterly goal needs attention THIS WEEK?
- What 2-3 outcomes this week would move me toward that goal?
- Create your **weekly success story** (your weekly goal)
**Step 3: Aligned Tasks (5 minutes)**
Create 3-5 tasks that directly support your goals:
- Each task should connect to either your weekly or quarterly story
- Add project tags to link tasks to goals
- Schedule them with time estimates
#### Weeks 2-4: Track Progress
**Weekly Planning (20 minutes each Sunday/Monday):**
1. Review quarterly goals - still on track?
2. Update this week's **success story** (weekly goal)
3. Create goal-aligned tasks for the week
4. Schedule focus time for high-priority work
**Weekly Review (10 minutes each Friday/Sunday):**
1. Reflect on progress toward quarterly goals
2. What worked this week? What didn't?
3. Adjust next week's plan accordingly
#### Month 2: Add Measurement
**Set up 1-2 KPIs (15 minutes):**
- Choose metrics that show quarterly progress
- Example: "Deep work hours per week" (Baseline: 5, Goal: 15)
- Example: "Monthly recurring revenue" (Baseline: $5K, Goal: $15K)
- Update scores weekly
**Start one habit experiment (5 minutes):**
- Choose one behavior that supports your goals
- Example: "90-minute focus blocks daily" (supports deep work KPI)
- Run for 1-2 weeks, then evaluate
#### Month 3+: Expand Vision
Once quarterly goals are working:
- Draft your 5-year vision
- Complete your Flourishing Map
- Add more KPIs if needed (max 5 total)
- Run continuous habit experiments
**Why this works:** You start with what matters most and build measurement around real priorities.
---
## Dive Deeper
Ready to learn more? Explore these resources:
### Core Concepts
- [[Flourishing Map]] - Understanding the 6 drivers of life satisfaction
- [[Goals]] - Detailed guide to Success Stories
- [[Habits and KPIs]] - Complete distinction and usage guide
- [[Review Rhythm]] - Recommended review cadences
### Advanced Topics
- [[Goal Categories]] - Understanding the two framework systems
- [[Time Horizons]] - Choosing the right timeline for goals
- [[WOOP Method]] - Mental contrasting for goal achievement
- [[Scientific Evidence]] - Research behind the system
### Success Stories
Real examples from users who leveled up:
- [[David's Story - Leading with Balance]]
- [[Sarah's Story - Growth While Leading at Home]]
- [[Sam's Story - Engineering with Purpose]]
- [[Maya's Story - Discovery and Excellence with Balance]]
- [[James's Story - Art and Structure]]
---
## Remember
**Start simple.** You don't need to use every feature or track everything. Start with:
1. Explore your Flourishing Map (20 minutes)
2. Draft one quarterly Success Story (30 minutes)
3. Choose 3 KPIs (10 minutes)
4. Try 1 habit experiment (1-2 weeks)
**Be patient.** Building a sustainable practice takes time. Give yourself grace as you learn what works for you.
**Trust the process.** The system works when you work the system. Weekly reviews keep you on track, even when life gets busy.
**Use the AI.** Your coach is here to help. Use voice and chat to draft goals, reflect on progress, and stay accountable.
You've got this. Now go make time for what matters most! π