I love planning.

At the end of each month, I take a couple of hours to sit down and think about my next month.

  • What do I want to make happen?
  • What do I want to focus on?

I like to make this a fun and relaxed process – preferably on the couch with coffee and muffins.

My monthly planning process can take a couple of hours (especially step 4), so take your time and let’s do this!

Step 1: Define your areas of focus

Think about which areas of your business and personal life you want to focus on the next month. Choose 3 – 4 areas and make sure to include at least one personal area.

Examples:

  • Business: money, education, growing audience, …
  • Personal: mental/physical health, relationships, …

I typically set goals in these 5 areas:

  • Physical health
  • Mental health
  • Education
  • Audience growth
  • Business

Step 2: Set 1 – 5 goals for each area

Then set 1 – 5 goals for each area. This can be small things like drinking enough water or big projects like creating an online course.

For my areas, this could look like this:

  • Physical health: Movement 5x / week
  • Mental health: 3 feel-good activities each day
  • Education: 30 minutes of education 5x / week
  • Audience growth: 1 collaboration
  • Business: create an online course
  • Business: sell 3 spots for my 1:1 coaching

For my mental and physical health, I like to set broad goals.

My goal is not to run 5x a week. My goal is to move my body 5x week.

My goal is not to meditate every day. My goal is to do 3 feel-good activities each day.

I have a list of activities that make me feel good and pick from this list whatever feels right that day.

My Monthly Planning Process

Step 3: What tools and/or systems do you need to make it happen?

Then I think about which tool and/or systems you need to support you with this goal. What do you need to make it happen?

This can be things like:

  • Habits/goals tracker
  • Scheduling it in your calendar
  • Setting reminders
  • Creating a project in my task management tool
My Monthly Planning Process

Step 4: Set up the tools/systems

The final step is to actually set up the tools and systems you need.

→ Create the habits/goals tracker

→ Set the reminders

→ Schedule the time in your calendar

→ Create the project in your task management tool

In case you want to see a short video of me guiding through my monthly planning process, you can do so here:

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