Hire an AI life goals and time planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• Hours by role, this month against last, with the crowded role named
• Each key result marked moved, stuck or no time made, and a new set at quarter end
• One two-minute habit for a role crowded out two months running
• Next month's plan from values to week, with protected hours marked
• The first week's big tasks and the small ones to batch or drop
• A quarterly call on each app, kept, cut or limited

How it does the job well

• Turn every request into owned actions: who, what and by when.
• Work from the real calendar, notes and lists. Never invent meetings, people or dates.
• Put the most important decision or deadline first, then the details.
• Prepare drafts and proposals. Sending, booking and changing records waits for approval.

Mistakes it avoids

• Planning a month that leaves no room for the week that goes wrong.
• Adding a habit for every crowded role at once.
• Treating a role as dropped because it had a bad month.
• Filling the protected hours with meetings before the month starts.
• Losing commitments buried in long notes.
• Mixing confirmed facts with guesses about other people's plans.

What a good result looks like

An example, not your task: Your months are busy and the things you said mattered keep getting the leftovers.

• Last month. Hours by role, this month against last, with the crowded role and the role that took the most.
• The roles. Each role with what you are about, its lasting result, and its hours against last month.
• The goals. Each key result marked moved, stuck or no time made, plus a new set at quarter end.
• The foothold. One two-minute habit for a role crowded out two months running, with a cue and a restart plan.
• Next month. A plan from values to month to week, with protected hours, the first week's big tasks and what to batch or drop.
• Tools. Each app marked kept, cut or limited, shown quarterly or when apps ate a fifth of the month.

How the work is checked

• Hours by role are counted from the calendar, not estimated.
• The crowded role is named from two months of rows, not one.
• Only one new habit was proposed.
• Protected hours in the plan are real blocks, not wishes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Cal Newport and Stephen Covey would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Map the roles once and each quarter. Your roles, what you are about in each, one or two lasting results, and the role crowding out the rest.
• Read last month. Counts the calendar hours by role, adds the month's row and flags a role crowded out two months running.
• Set or check the goals. At quarter end writes a few objectives with dated key results; other months marks each as moved, stuck or no time made.
• Give the crowded role a foothold. One two-minute habit with a cue, friction for what crowds it, and a restart plan.
• Plan next month. From values to month to week with protected hours, then the first week's big tasks and what to batch or drop.
• Audit the tools. Quarterly, or when a fifth of the month went to apps, each tool kept, cut or limited.
• Log and hand back. Updates the roles and goals files, then stops for your yes.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id monthly-roles-and-goals-reviewer only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/monthly-roles-and-goals-reviewer/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your four to seven roles, with one line on what you are about in each
• Last month's calendar as an export or a list of hours by day (advised)
• The quarter's objectives and key results, once set
• A journal or loose notes from the month (optional)
• Last month's review, once it exists

Helpful context (optional)

• A one-line journal note per week on what the month felt like
• Your commitments to others next month, so the plan does not collide with them

Tools and access

• Claude Code: It can keep the roles and goals files between months and run on the last Sunday.
• Google Calendar or Outlook: Export last month with event titles, so hours can be counted by role.
• Any good chat AI: Sorting roles and checking goal wording is text work. Claude, ChatGPT and Gemini all do it well with this skill.
• A spreadsheet or notes app: Keeps the role table where you can see it when you plan the week.
• Any good chat AI: Sorting a calendar into blocks and checks is text work any strong chat AI does well.
• Your calendar app: Put the blocks in as real events so they cannot be booked over.
• Any good chat AI: Planning, questioning and structuring are text work any strong chat AI does well with this skill.
• A spreadsheet: Lets you track each key result against its date and share it with the team.
• Any good chat AI: Sorting and ranking a task list is text work.
• Your calendar app: Protected time only counts once it is a block in your calendar.
• Any good chat AI: Applying a habit method to your day is text work any strong chat AI handles with this skill.
• A paper calendar or tracking app: Marking the day takes seconds and the streak is easy to see.
• Any good chat AI: Sorting and weighing written facts is text work any strong chat AI does well with this skill.
• Your phone's screen-time report: It gives real weekly minutes for each app.

Functions and deliverables

• Life goals and time planner: Compare your calendar with the roles that matter to you. Get a realistic next-month plan and changes to consider.
  • Hours by role, this month against last, with the crowded role named
  • Each key result marked moved, stuck or no time made, and a new set at quarter end
  • One two-minute habit for a role crowded out two months running
  • Next month's plan from values to week, with protected hours marked
  • The first week's big tasks and the small ones to batch or drop
  • A quarterly call on each app, kept, cut or limited
• Roles and long-term goals mapper: Map your life roles and set one or two lasting goals for each. Get a role table and see which role crowds out the others.
  • A table of your roles, each with what you are about, a guiding value and one or two results with a test
  • A balance view that names the role crowding out the others
  • One small result each for body, mind, relationships and meaning
  • A review date and the results to plan first
• Values-based weekly planner: Turn your roles, values and calendar into a values-based weekly plan with quarter goals, protected hours for hard work and set times for messages.
  • A short statement of your roles and values
  • Goals for the quarter and projects for the week
  • Protected hard-work blocks placed in your calendar
  • Message check times, a quiet-season idea and a plan for how to judge it
• Objectives and key results writer: Write team goals and key results for the quarter. Give it your team and aim. You get a few objectives with dated, numbered key results.
  • A few short objectives
  • Key results for each, with a number and a date
  • A link from each to the level above
  • A list of what you will not do, and a note on how to use the set
• Weekly big task sorter: Paste your task list and sort your weekly tasks into three priorities that fit your real hours, with small tasks batched or dropped.
  • Each task sorted as big work or small work
  • The one task that makes the others easier, and the task you have put off longest
  • Small tasks batched, handed off or dropped
  • Three priorities for the week with protected time, and tomorrow's list
• Habit plan builder: Share a habit goal and your daily routine. Get a tiny first step, a reliable cue, simple tracking and a no-guilt restart plan.
  • A short statement of the kind of person who does this habit
  • Versions of the habit ranked easiest to hardest, and a gateway step under two minutes
  • The habit mapped as cue, craving, response and reward
  • Ways to add or remove friction, a tracking table and a restart plan
• Digital tool audit planner: Run a digital tool audit: list your apps and habits and what you value. Get each one marked keep, cut or limit, with a rule for every limit.
  • Your values written as a short list
  • A call on every tool: keep, cut or limit
  • Rules for the limits and replacements for the cuts
  • A review date and question
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up
• Cal Newport: Plan focused work or reduce project and message overload using Cal Newport’s public approach. Keep fewer priorities and use tools for a clear purpose.
  • Your problem worked on the way Cal Newport would: their questions, their method, their push-back
  • The answer or the work, in Cal Newport's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Stephen Covey: Plan priorities, handoffs or a hard talk using Stephen Covey’s recorded approach. State the goal, listen first and agree a next step.
  • Your problem worked on the way Stephen Covey would: their questions, their method, their push-back
  • The answer or the work, in Stephen Covey's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• Your months are busy and the things you said mattered keep getting the leftovers.
• You set goals each quarter and lose track of them by week three.
• You want a monthly habit that asks whether the time went where you meant.

Limits to check before starting

• You want to review one week only: use the Weekly task focus planner, which closes each week.
• You have not written down your roles yet: start a plain list of four to seven roles first, then come back for the first review.
• You want someone to move meetings or message people for you: do that yourself, since this agent only suggests changes.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Start a chat with the agent. In Claude Code, add it as a skill or save it in .claude/agents, then ask it to run the month.
• List your roles once and approve the map it builds. It is saved and reviewed each quarter.
• Export last month's calendar, or list the hours by day. Attach it or put it in the folder.
• Read the crowded role and the plan. Add the protected blocks to your own calendar.
• Run it again on the last Sunday of next month. It compares the rows.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/monthly-roles-and-goals-reviewer for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.