How to use the EOS Life Journal and Planner

Executive overview

The EOS Life Journal and Planner is a quarterly companion to Gina Wickman's book The EOS Life, designed for business owners and leaders. It has two parts: a journal that mirrors the book's five chapters, and a planner that structures daily, weekly, and quarterly rhythms. Work through both alongside the book — the book provides the thinking; the planner captures and sustains it.

The core discipline is planning the next day the night before, reviewing weekly, and auditing your EOS Life each quarter.

Journal section: five chapters of the EOS life

• Chapter 1 – Doing what you love: List every activity from recent weeks, then sort into the four-quadrant Delegate and Elevate tool (love/great, like/good, dislike/good, dislike/not good).
• Pick at least one delegation per quarter: what, who, and by when.
• Capture your accountability chart seat and one thing you can delegate within seven days.
• Chapter 2 – With people you love: Run a People Analyzer — core values across the top, people you spend time with down the side, rate each as +, +/−, or −.
• Chapter 3 – Making a huge difference: Rate yourself, then complete your VTO (Vision Traction Organizer) — core values, core focus, niche, 10-year target, marketing strategy, 3-year picture, 1-year plan, rocks, and issues list.
• Chapter 4 – Compensated appropriately: Record current vs. desired compensation; list actions needed to close the gap.
• Chapter 5 – Time to pursue other passions: Define your working container (hours and weeks per year), list passions, and schedule actions to protect that time.

Planner section: quarterly, weekly, and daily rhythms

• Quarterly: Review your EOS Life holistically; set intentions for the quarter ahead.
• Weekly clarity break: Review your VTO and Delegate and Elevate tool; use a ribbon placeholder to keep your VTO page handy.
• Weekly review: Reflect on the prior week — what worked, what didn't, what you'd do differently, three biggest wins, gratitude.
• Weekly plan: Confirm upcoming appointments and desired outcomes; set three target wins; plan hours, health, exercise, and key connections.
• Daily plan (night before): Write three key to-dos and a loose schedule so your brain can prepare while you sleep.
• Morning routine: Review the plan, practice stillness or meditation, optionally review your VTO.
• End of day: Reflect on what you'd do differently; carry lessons into the next day's night-before plan.