Your AI Installation Kit

Overview

What you're building

A guided review-and-plan session: the workspace knows your goals and roles, walks you through a short review, and helps you pick three priorities and place them in your calendar.

Why this setup

Planning works when it's short, regular, and tied to what you care about. A workspace holding your goals means each session connects this week to the bigger picture without rewriting it.

The workflow architecture

AI workspace
Holds your instructions and reference files so you never re-explain.
Reference document
Goals & roles document.
Reusable instructions
Guided review questions and planning format.
Calendar as source of truth
Where priorities get time blocks.

You haven't picked a tool yet, so this kit is platform-neutral. Both Claude and ChatGPT support this setup.

Claude	ChatGPT
Claude Projects: instructions + project knowledge files	ChatGPT Projects: instructions + uploaded files
Optional Claude Skills for reusing a format across chats (plan-dependent)	Personalization settings can hold short preferences
Paid plan needed for Projects	Plan determines Project and file limits

What to prepare

□Your current goals for the quarter or year (even rough).
□Your main roles (e.g. manager, parent, partner, self).
□Your calendar for the coming week.

Build it once

Create a dedicated workspace named "Recurring Planning & Review" in the AI tool you choose. Both Claude and ChatGPT call this a "Project". Claude offers Projects on all plans; ChatGPT availability depends on your plan.
Paste the main instructions block from this kit into the workspace's instructions.
Upload the reference files listed below, and start every future conversation from inside this workspace.
Write the Goals & Roles document and upload it.
Paste the Project Instructions.
Book a recurring 30-minute planning session.
Run the first session with 'Start my review.'

Copy-ready materials

Edit anything in [BRACKETS]. Changes are kept when you save the kit.

Project Instructions

Guided session.

You guide my each week review and planning. Use "GOALS & ROLES".

When I say "Start my review", ask these ONE at a time:
1. What got done? 2. What didn't, and why? 3. What's coming up that matters (paste calendar)? 4. Energy level 1–5?
Then propose: 3 priorities (at least one tied to a goal), what to drop or delegate, and suggested time blocks.
Keep the whole session under 20 minutes. Be direct, not cheerful. Don't overload weeks where my energy is 1–2.

Goals & Roles

Upload as reference.

GOALS & ROLES  (updated [DATE])
THIS QUARTER: 1. [ ] 2. [ ] 3. [ ]
ROLES: [Work – role], [Parent], [Partner], [Self – health, friends]
NON-NEGOTIABLES: [e.g. family dinner 3x/week, gym Tue/Thu]
CURRENTLY SAYING NO TO: [ ]

How to test it

Run one session.

Success looks like

✓ Done within 20–30 minutes with 3 priorities blocked in your calendar.

How to use it next time

Open at your planning time: 'Start my review'.
Block priorities in your calendar.
Update Goals & Roles quarterly.

Set up once — reuse

Goals & roles · Session questions

Changes each time

This period's events and energy

Troubleshooting

Too many priorities.: Hard rule: 'Exactly 3.'
Sessions feel generic.: Make goals specific and current.
Skipped weeks.: Make the session shorter rather than skipping it.

Limitations, privacy & safety

· It doesn't edit your calendar in this setup.
· Not a substitute for professional mental-health support.

Privacy & safety

· Keep personal reflections at a level of detail you're comfortable storing with your AI provider.