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Planning guides & playbooks

Practical guides for getting more from the system — from weekly reviews to building habits that actually stick.

Watch first

Guide to the Purpose Planner

A step-by-step walk through the principles and process of using the Purpose Planner — one section at a time.

Part 1 — Roles & Goals
Roles & Goals

The Roles & Goals section is the foundation on which the Roterunner...

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Part 2 — Monthly Dashboard
Monthly Calendar & Goal Setter

The Monthly Calendar and Goal Setter has been designed to provide a...

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Part 3 — Monthly Dashboard
Monthly Reflections

The Monthly Reflections section is a powerful mindfulness and self-awareness exercise that...

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Part 4 — Weekly Dashboard
The Weekly Dashboard

The Weekly Dashboard offers a unique way to visualize, strategize and commit...

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Part 5 — Optimising
Bonus Tips & Ideas

Once the system is set up, these are the small rituals that...

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A walk through the Purpose Planner

Prefer to watch? Take a few minutes to see the whole planner from cover to cover before you dive into the guides.