What to Plan and When to Plan It

Daily Planning: Stay on Track

• Appointments & Commitments: Write down your appointments and tasks for the day. Add reminders for meetings, errands, or anything that needs your attention.

• Top 3 Priorities: Identify your top three priorities for the day and focus on completing them.

• To-Do Lists: List out your tasks and check them off as you go. Keep it concise and manageable.

• Meal Planning: Plan your meals for the day or the next, so you’re not left scrambling for ideas.

• Self-Care: Don’t forget to schedule time for yourself, even if it’s just 10 minutes.

Weekly Planning: Set Your Focus

• Goals for the Week: Write down key goals you want to achieve by the end of the week, such as project milestones or personal objectives.

• Recurring Tasks: Review any tasks that happen weekly, like laundry, grocery shopping, or household chores.

• Family or Work Commitments: Plan for any work deadlines, school schedules, or family events.

• Errands & Shopping: Make a list of errands or shopping needs and schedule a time to get them done.

• Exercise & Wellness: Set time for workouts or wellness activities like meditation, walking, or yoga.

Monthly Planning: Big Picture View

• Appointments & Events: Note down all appointments for the month—doctor’s visits, meetings, birthdays, or anniversaries.

• Bills & Budgeting: Record monthly bill due dates and plan your budget. Include regular payments and any less frequent expenses like car insurance.

• Holidays & Special Dates: If there are holidays, include reminders for shopping, gift-buying, or meal prep.

• School Calendar: Add any school events, days off, or important reminders for kids.

• Projects: Break down any larger projects into monthly milestones to stay on track.

Quarterly Planning: Evaluate & Adjust

• Goal Check-In: Review your progress on personal and professional goals. Are you on track, or do adjustments need to be made?

• Seasonal Maintenance: Plan for tasks like home maintenance, car servicing, or yard work that may need attention this season.

• Subscription Renewals & Finances: Check for subscriptions that need renewing, quarterly financial assessments, or tax preparation needs.

• Health Checkups: Schedule regular health checkups such as dental visits, eye exams, or wellness appointments.

• Declutter & Organize: Set aside time to declutter your space or reorganize your home or workspace.

Annual Planning: The Year Ahead

• Major Events: Write down weddings, vacations, or other big events for the year. If you need to plan, add reminders for when to book flights, schedule hotel stays, or arrange pet sitters.

• Birthdays & Anniversaries: Add important birthdays or anniversaries and plan for gifts or parties.

• Budget & Financial Planning: Create an annual budget, plan for savings goals, and review investments or large expenses.

• Health & Wellness: Set goals for your overall health—whether it’s yearly physicals or starting a new fitness routine.

• Long-Term Goals: Plan your long-term personal or professional goals for the year. Break them into smaller, achievable steps.

With this planning system, you can take control of your schedule and stay organized throughout the year. Remember, your planner should work for you—customize it based on your unique needs!

What to ready next? Learn how to do a Monthly Reset in your planner, or join us in our free masterclass at Masterplan 365.