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Create your plan

Create a canonical plan with your goals, principles, energy, work, and life.

Your plan is the most important part of your AI advisor because it tells AI what you’re trying to accomplish, what matters to you, and what trade-offs you’re willing to make.

1. Make your own copy of my template

Start by making a copy of my plan template .

My plan template with goals and examples

I keep my plan in Google Docs so I can update it from any device and use it in any AI tool. Make sure you’ve connected Google Drive so AI can edit your document.

The plan document has two tabs. I’ll walk you through how to fill in the Personal plan tab now and we’ll set up the Automation plan later in the course.

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