
AI planning for managers doesn’t have to be complicated. January 2nd hits and you’re already behind. Inbox overflowing, meetings multiplying, someone already grabbed your Friday afternoon.
Most managers start every year reactive and stay that way until March. The ones who don’t aren’t smarter. They just spend 30 minutes planning before the chaos hits.
This guide walks you through five AI-assisted exercises using ChatGPT or Claude to start 2026 ahead instead of behind. Ideally before the first full week kicks off.
Table of Contents
The Year-Start Reset
Before you plan anything new, you need to clear the deck. Every manager carries invisible weight into January. Half-finished projects, commitments you made in October, that thing you keep moving to next week’s to-do list.
Most of it doesn’t matter anymore. But you won’t know which parts until you get it all out of your head.
The prompt:
I'm a manager starting a new year. Help me do a mental reset.
Here's everything on my plate right now, finished or not:
[List everything - projects, commitments, conversations you owe people, stuff you've been avoiding]
For each item, help me decide:
1. Does this still matter in 2026?
2. If yes, what's the actual next step?
3. If no, how do I officially kill it or hand it off?
Be direct. I need to clear the backlog, not add to it.Why this works:
You’re not going to remember everything sitting in your head. But once you start listing, it flows. The project you volunteered for in September. The skip-level you keep postponing. The process fix you said you’d get to “after Q4.”
Some of it carries forward. Most of it either dies quietly or becomes someone else’s problem. The goal isn’t to do more. It’s to stop pretending you’re going to do things you’re not.
Ten minutes with this prompt and you’ll feel lighter. That’s the point.
Mapping Your Q1 Calendar
Now that your head is clear, look at what’s actually coming. January always feels open until it isn’t. Then suddenly it’s February and you haven’t done any of the work that matters because meetings ate everything.
The fix is simple but most managers skip it. Block your time before other people do.
The prompt:
I'm a manager planning Q1 2026. Help me map out my calendar.
Key dates I know about:
[List what you know - budget cycles, product launches, team milestones, hiring plans, PTO you have planned]
My role: [Your title and what you're responsible for]
Based on this, help me:
1. Identify weeks that will be heavy and weeks that might have breathing room
2. Suggest what I should block time for now before it disappears
3. Flag anything I might be forgetting that typically hits managers in Q1Why this works:
Q1 planning meetings will appear out of nowhere. Leadership will want status updates on goals that aren’t fully baked yet. None of this is a surprise, but until you see it mapped out, you won’t protect time for the actual work.
Block your Fridays first. That’s not negotiable. If you don’t protect at least one day for thinking, writing, and catching up, you’ll spend the whole quarter in back-to-back meetings wondering when you’re supposed to do your job.
Look at the calendar now while it’s still mostly empty. By mid-January it’s too late.
The Team Kickoff Plan
Your first team meeting of the year sets the tone. Most managers wing it. They share some company updates, mention a few priorities, and ask if anyone has questions. Everyone nods. Nothing changes.
You can do better with ten minutes of prep.
The prompt:
I'm planning my first team meeting of 2026. Help me draft an agenda that sets the right tone.
My team: [Size, what they do, how they've been doing]
What I want them to leave knowing:
[Your top 2-3 priorities for Q1, anything changing, what you need from them]
What I want to avoid:
[Corporate fluff, reading slides, pretending everything is fine if it isn't]
Give me a simple agenda and a few talking points. Keep it real.Why this works:
Your team doesn’t need a motivational speech. They need clarity. What are we focused on? What does success look like? What’s different this year?
If things are uncertain, say so. If priorities shifted, explain why. If you’re still figuring some things out, admit it. People respect honesty way more than false confidence.
The best kickoff meetings are short, clear, and leave people feeling like they know what’s coming. Not hyped. Not overwhelmed. Just oriented.
If you need help structuring 1-on-1s after the kickoff, that’s a good next step once the team meeting is done.
Identifying Your 3 Big Rocks
You can’t do everything. You already know this. But every January you’ll be tempted to pretend otherwise.
The executives will share ten priorities. Your team will have their own ideas. Stakeholders will pile on requests. If you try to make progress on all of it, you’ll make progress on none of it.
Pick three things. That’s it.
The prompt:
I'm a manager trying to identify my top priorities for Q1 2026.
Here's what's on my plate:
[List everything - company priorities, team goals, projects, requests from leadership, things you think are important]
Help me narrow this down to 3 things that will actually move the needle. For each one, tell me:
1. Why this matters more than the others
2. What I'm saying no to by picking this
3. How I'll know if I made progress by end of Q1
Push back if I'm picking too many or if something seems like a distraction disguised as a priority.Why this works:
The hard part isn’t picking what to do. It’s accepting what you won’t do. AI helps here because it doesn’t have the same emotional attachment to your to-do list. It’ll tell you that “improve team communication” is vague and that three of your priorities are actually the same thing.
If you want help translating these into goals for your team, the employee goal-setting prompts walk through that process.
Three rocks. Everything else is sand.
The 15-Minute Weekly Planning Habit
Starting strong means nothing if you lose it by February. Most managers have a great first week and then slide back into reactive mode. The calendar fills up. The priorities blur. By March you’re wondering what happened to all that clarity you had in January.
The fix is a weekly reset. Fifteen minutes. Same time every week.
The prompt:
It's my weekly planning session. Help me reset for the week ahead.
What happened last week:
[Quick brain dump - what got done, what didn't, anything that threw you off]
What's coming this week:
[Meetings, deadlines, priorities, stuff you're avoiding]
Help me:
1. Identify the 2-3 things that actually matter this week
2. Flag anything I should move, cancel, or delegate
3. Find where my Friday went and protect it if I can
Be honest if I'm overcommitted.Why this works:
Fifteen minutes of intentional planning beats five hours of scrambling. You’re not creating a perfect system. You’re just checking in with yourself before the week runs you over.
Friday works best for this. Look at the week ahead while you still have time to shape it. Move the meeting that doesn’t need to happen. Block the time you need to actually think.
If you want to go deeper on your own development, these leadership goal-setting prompts are worth revisiting quarterly.
The managers who stay ahead aren’t doing anything complicated. They’re just pausing long enough to steer.
Start 2026 on Your Terms
That’s the whole process. Five exercises, maybe 30 minutes total if you’re being thorough.
Clear the mental backlog. Map your calendar before it fills up. Set the tone with your team. Pick three things that actually matter. Build a weekly habit that keeps you ahead.
None of this is complicated. The hard part is making time to do it before January sweeps you away. If you’re reading this during the holidays or that first quiet week, you’re in the perfect window.
A year from now you’ll either look back and wonder where Q1 went, or you’ll remember this as the year you finally started ahead instead of behind.
Thirty minutes now. The rest of the year to benefit from it.
Frequently Asked Questions
How long does AI planning for managers actually take?
About 30 minutes if you do all five exercises. You can spread them across a few days or knock them out in one sitting. The weekly planning habit takes 15 minutes once you get the rhythm down.
Which AI tool should I use for planning?
ChatGPT and Claude both work well for this. Use whichever you already have access to. The prompts in this guide work with either tool without modification.
What if I already missed the first week of January?
These exercises work anytime. February is better than never. The point is breaking the reactive cycle, and you can do that any week you decide to.
