Time Management & Prioritization: Plan the Work, Work the Plan

📦 Required Portfolio Activity—For Submission!!!

• All portfolio activities must be saved to your portfolio folder.
• Please make sure that the share settings reflect ‘Anyone with the link can view’

💬 AI Feedback Required

🎯 What You’ll Do

Review the following Case Study and reflect on the Next Steps for the XP.

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Case Study: The Weekly Setup Dilemma

Priya’s calendar is stacked with investor calls, a board prep session, and a fundraising round that just picked up momentum.

On Monday morning, Priya quickly sends a message to her XP, Kat: “Can you make sure I’m set up for this week? Big calls coming up.”

Kat spends the next two hours double-checking meeting invites and formatting Priya’s calendar view. But when Priya logs into her first investor call, she realizes:

• The pre-read briefing notes weren’t drafted.
• A key contact wasn’t confirmed for the Thursday fundraising call.
• Prep time for the Friday board meeting was buried under back-to-back calls.

Priya feels unprepared and frustrated.

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📘 Instructions

Step 1: Review the portfolio activity rubric: Make sure your submission meets expectations across clarity, decision-making, XP behaviors, execution quality, and presentation (if video).

• RUBRIC

Step 2: Record a 3-5 minute Reflection video using Zoom

• Make a copy of the **Athena Calibrate 4 Portfolio Worksheet Module 5** and save it to your portfolio folder.

Step 3: Use the AI feedback prompt below to review and revise both outputs. This step is required. PLEASE MAKE SURE YOU SUBMIT THE AI FEEDBACK ON THE WORKSHEET.

🤖 AI Feedback Prompt (Required)

Use an AI tool (like ChatGPT, Claude, or Gemini) to check your work by using the prompt below:

I drafted reflection responses and 3–4 clarifying questions for The Weekly Setup Challenge Case Study.

[Paste your video transcript here]

Please review my draft and give me feedback on:

1. Did I identify Priya’s likely top 3 priorities clearly and effectively?
2. Do my clarifying questions surface success criteria (what “set up” really means, key deadlines, priorities)?
3. Did I show proactive steps that protect focus and prevent surprises?
4. What would make my plan and client communication stronger?

Analyze the feedback: How can this feedback help me to improve my output? What from the feedback do I want to keep or toss?