Hello My Charmed Ones!
Today, I want to show you how to plan and organize your month to achieve your goals. Specifically, I want to walk you through my monthly functional planning routine, which is the routine I use to create a big picture view of my month, understand and set reasonable expectations for what I am going to accomplish and ensure that I am moving my goals and objectives forward. This routine is not how I plan out my weeks or my days specifically- those are completely different parts of my routine with their own process and intentions. For me, the monthly routine is where I get a chance to align with my goals and ensure process is being made on them.
First, I’d like to explain the inserts I use for this process. I am currently using the Month on 2 Pages inserts that come bundled with the Master Plan System. You can purchase these inserts a la carte as well. Although these inserts are called Month on 2 Pages, it would really be more accurate to call them Month on 4 pages because there are two full spreads, 4 total pages thatI I use to write out my monthly plans. The first spread is the dated 2 page calendar, and then second spread is the Monthly Master Task List and Monthly Tracker.
Now let’s talk about how to plan and organize your month to achieve your goals!
The first thing you need to know about planning your month, especially if you have goals you are aiming to hit, is that you need to have your goals broken into objectives ahead of time. At the start of the year, I set my goals, I break them into objectives, and I map those objectives out in my project planning sheets and with my CEO Strategy Planner inserts. So walking into any month I always know what I am going to be working on as long as I don’t need to change my plans. Click here to learn my entire goal setting process.
Now, I might not create the complete project plan for each objective at the start of the year- I prefer to do that as necessary at the start of the month. So if any of my objectives require a project plan, I will create one at the start of the month so I know all the tasks I need to accomplish for an objective, and then I transfer them to my Monthly Master Task List. Instead of keeping a complete list of all the things I know I need to do, I keep my lists broken out by month so I am only looking at the tasks that belong to that month.
So here you can see, this Monthly Task List is everything I expect to do in February. Does that mean, it’s every single thing I will do and nothing not on this list will get done? No, of course I know things pop up throughout the month, but for now, walking into the month, these are all the tasks I know I need to focus on if I want to accomplish my goals!
Once this list is populated, the second thing I do in my monthly planning process is to populate my monthly calendar.
On my monthly calendar, I will mark off important dates and scheduled tasks I have across the month. This by no means will be an exhaustive list of every single scheduled task I have, because there is not enough room in the boxes for me to list every call, errand or appointment, but if it’s something important, or a key element of a day, I have it scheduled in.
So you can see, I schedule things like giving my dogs their meds, holidays, birthdays, I put when credit card payments are due. You’ll see I don’t love to decorate in my planner but I do like these little page flag stickers to help me highlight a day in my calendar. I make those flags myself with my silhouette machine.
My monthly calendar is also where I put my editorial calendar for my content, and marketing information for my business. I post content onto one of my platforms everyday, and I have that schedule marked off, and then as I populate content ideas I write them in and highlight them so I remember what I need to post each day. Most of my content is processed in bulk. I write all my blog posts on one day, I create my Instagram posts for the week in one day, so that is why the editorial calendar itself isn’t fully populated yet. I will write in the posts when I create them and I use a content brainstorm insert from the CEO Strategy Planner to list out all my content ideas. I have gone through periods where I would outline all the content for my editorial calendar at the start of the month, but I would often switch up posts and come up with even better ideas at the last minute so the plan would change. It’s easier to just have the skeleton right now for me and then populate the posts as I solidify the content.
With the calendar populated, the next thing I do is transfer my top 3 monthly priorities to my monthly calendar page. I use the lined note section on the bottom of the spread for that so I know what the 3 most important projects are for my month. This is an example of what I mentioned before, that I have my goals and objectives broken out for the year ahead of time, and during this yearly goal planning, I assign 3 tasks to each month to be my focus. This system has served me well, helped me to properly plan out what I am working on when, and ensures I complete my objectives and goals for the year.
Next, I use the notes column at the start of each week on my monthly calendar to allocate tasks from my monthly master task list to my monthly calendar to ensure that I have time set aside for when I will be doing the work I said I wanted to do. This practice is great for setting reasonable expectations for ourselves because without this little step, it’s easy for me to push off tasks or just put too many tasks on my to do list and then get overwhelmed and fail to complete my objectives. So this helps me balance my workload for sure.
The final part of my monthly planning process is to populate my monthly tracker.
As part of the Master Plan system you get a monthly tracker that you can use to track whatever you please. I actually like to use it to track habits, tasks and my income in one place. You can see, I can write in the habit in the largest column, there are 7 columns for the days of the week, and I can leave space in the rows for the number of weeks in the month. I put the date of each Monday in the left side column when I lay out the tracker this way. Then I make an area for Income, I can track the weekly income in my shop, then the total income from a few of my main income sources. This tracker page is great because you can lay it out a number of different ways and track many different things.
That is everything I wanted to teach you about my monthly planning process and how I create monthly plans that help me achieve my goals. This process even makes planning my weeks and days easier because I’ve laid out a lot of information in just the calendar spread alone. This really is a great monthly spread. If you’re monthly calendar doesn’t give you this much space on such a relatively small piece of paper- this is half letter paper- It may definitely be time to upgrade your planner to the Master Plan System.
For the month of February I have a special discount code to share with you that will give you 20% any Productivity Tools and insert in my shop. The code is FEB2021 and it expires at the close of February so if you have not found planner peace yet or have a system of inserts that make planning a daily routine for success, purchase your copy of the Master Plan System TODAY!
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Wishing you a productive week!
xoxo,