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I have enjoyed running my own business for many years now, however one of my biggest
ago I decided I’d had enough. I’d had enough of constantly racing against the clock and feeling
disappointed at the end of each week when I felt I hadn’t achieved enough.
I decided that if I was going to be even more productive, then I was going to need a good planning
system and something that would be with me at all times to help me stay focused and on track.
own personal assistant, that would help me plan and organise my life so that everyday I wake up
knowing exactly what I need to do.
This was going to be the champion of planning, a trusted companion, effortlessly guiding me
through each day, week and month. It would have everything I needed in one place to help me
achieve my vision, keep me on track with my goals, declutter my mind and help keep me stress
So here it is – MY PA. It’s changed my life and now I want to share it with you. I am sure you are
going to love it. I really do believe that MY PA is going to make a huge difference to your life and
your business as it has mine.
So here’s to 2021, your most productive, organised and fun year yet! Wishing you great health,
success, happiness, peace, focus, abundance and FUN!
To accomplish great things,
we must not only act but also dream.
Not only plan but also
BELIEVE
ANATOLE FRANCE
MY PA
YOUR 2021 PLANNER
WILL HELP YOU...
ACHIEVE YOUR GOALS MANAGE YOUR TIME BE MORE PRODUCTIVE BE MORE ORGANISED
REMEMBER YOUR IDEAS WORK SMARTER STAY POSITIVE BALANCE WORK AND LIFE
HOW TO GET THE MOST OUT OF
MY PA PLANNER
assistant. My PA is a simple system to help you achieve everything you want to do in your life and support you along the
way. It takes you step by step through each week, month and day by helping you to plan your projects and continually
set goals so you stay focused and on task. There is a place for every idea, thought and intention so that helps you stay
organised and away from stress and overwhelm.
Daily Weekly
Review Plan and Goal Plan and Goal
Improve Setting Setting
Say goodbye and let go Start planning your year Stay focused and on task by
of 2020. Completing the 2020 with the MY PA business completing the Monthly Goal
review, will help you to see planner. The business planner and Project Planner.
what worked for you and takes you through everything You can list all your projects
what didn’t. You can then enter you need to craft the perfect and the prioritise and assign
2021 with renewed positivity plan for success including: tasks. You can also plan all
and new possibilities. branding; marketing; your social media for the
month with the specially
The life planner will help you designed social media
design your lifestyle so you planner.
can start living the life you
dream of.
STEP 4 – PLAN YOUR WEEK
A) Write your weekly goals, projects and tasks in the weekly projects section.
B) Spend 5 minutes each day planning the day and write 3 important goals in the space provided.
C) Schedule everything you need to do into time blocks including breaks, exercise and appointments.
A place for
everything! Shopping list
Weekly Thoughts/ideas, and record
inspiration add things to expenses
do later as you go
Use this space
Regular
for writing notes
actions B and record
AM
The weekly review is designed to keep you on task so you’re continually upping your game.
Completing a gratitude journal has been proven to help you attract an abundance into your life and stay
positive and happy. The inspiration vault gives you oodles of space for all your thoughts and ideas.
Stay on
top of your
targets Be better Never forget
Sales, email Identify why an idea
subscribers & social you didn’t again!
media growth. achieve what
you set out Space for
to, so you can mindmapping,
up your game
brainstorming
next week.
and doodles
Celebrate Your
all your gratitude
achievements journal
Stay optimistic
and happy.
20
20
21
out with the old in with the new...
2020
REVIEW
2. List your biggest achievements
1 26
2 27
3 28
4 29
5 30
6 31
7 32
9 33
10 34
11 35
12 36
13 37
14 38
15 39
16 40
17 41
18 42
19 43
20 44
21 45
22 46
23 47
24 48
25 49
26 50
YOUR LIFE...
How are you planning to live your life this year?
Before getting into your business goals, it’s really important to focus on the type of lifestyle
you want to design for the coming year.
11. List any daily exercise routines
2021
2017
BUCKET LIST
If you’re planning only to make money and nothing else, you’ll be broke. Haile Gebrselassie
List anything you want to do this year, big or small and tick them off as you go
2021
BUSINESS PL AN
ZIG ZIGLAR
He who has a why can endure any how. Frederick Nietzsche
TO: SO THAT:
TO: SO THAT:
TO: SO THAT:
TO: SO THAT:
TO: SO THAT:
TO: SO THAT:
TO: SO THAT:
The only limit is your imagination. Theodore Roosevelt
YOUR VISION
T HI S YE AR
5 YE A R S
What is your BIG MISSION this year in your business?
A Mission Statement is a short sentence or paragraph used by a business to explain, in simple and concise terms,
it’s purpose for being. Here are some examples:
Nike: “To bring inspiration and innovation to every athlete in the world.”
Starbucks: “To inspire and nurture the human spirit – one person, one cup and one neighbourhood at a time.”
Amazon:
Make sure you use the most inspiring and motivating words in your mission
To succeed in your mission, you must have a single-minded devotion to your goals.
Your brand is more than a name, symbol or logo, it is your commitment and promise to your customer.
culture, style, perception, words, message, style, PR, opinions and social media.
Branding is important because it communicates everything you want to say about your product to you
prospects and customers. A strong brand encourages loyalty and ultimately creates a strong customer base
and helps increase your sales by doing the following;
• Demonstrating that you are professional and committed to delivering what you promise
• Making your business easily recognisable • Creating a clear distinction from your competition
• Making your business memorable • Creating an emotional attachment to you audience
• Helping to create trust • Helping to build loyalty and repeat custom
so that they are ultimately going to buy and continue to buy you products or services. Whether you are a new
business or an existing one you need to have a clear picture of what your brand is or what you want it to be.
to develop in the future. To do this you are going to need a deep understanding of your business
and the people who are going to be most interested in your products.
Product/Service
Components cost
Mark up ( %)
x 100
Per year
Per month
Per week
Per day
Examples, value for money, expensive, up market, quality, cheap, excellent, professional, happy, innovative, eccentric,
serious, loud, beautiful, relaxing, motivating, inspiring, adventurous, sincere, clinical, clean, adventurous, funny, amusing,
charming, decisive, friendly, quirky, imaginative, intuitive, soulful, decisive, kind, proactive, loving, trustworthy, extrovert,
introvert, vibrant, transparent, beautiful, creative, dynamic, resourceful.
YOUR COMPETITION
Who are the key players in your business and who are your main competitors
SWOT Analysis
This is a simple exercise to help you realize your business’s strengths and weaknesses.
It helps you focus on your strengths, minimize threats and take advantage of the opportunities available to you.
HELPFUL HARMFUL
Strengths Weaknesses
eg., knowledge, skills eg., cost, capital available, lack of knowledge
INTERNAL
ORIGIN
Opportunities Threats
eg., business trends, free publicity,
free training, new technology, new markets
EXTERNAL
ORIGIN
Winston Churchill
2021
MARKETING PLAN
TARGET AUDIENCE
It’s a big world out there and targeting everyone is not the solution. One of the most important things you need to
build that trust so you can ultimately sell your products or services to them.
Examples include, your own website, actual shop, Facebook shop, video marketing, email marketing ,
webinars, wholesalers, retailers, social media, crowd funding, other websites
(Ebay/ Etsy/ Amazon/ Udemy etc.)
SALES FUNNEL
One of the most effective ways to get people to your website is through a sales funnel – a marketing system that leads someone
through a systematic process with the goal of purchasing your product or service. The process is to:
3. Turn them into a lead by capturing their email address through a perceived high value offer
LEADS
(1000) GENERATE
PROSPECTS
CONVERT (Email, Webinars)
(100)
CUSTOMERS
(10) ACTUAL CUSTOMERS
How will you SELL YOUR PRODUCT/SERVICES
One of your main marketing goals for every piece of promotion should be point everything
to your sales funnel and capture leads.
EMAIL MARKETING
Email Marketing is still the most effective digital marketing channel and helps build customer loyalty,
trust in your product, company or brand.
Finding your ideal customer, capturing their email and then building a relationship through email has to be
one of your most important marketing strategies.
Email lists help you build relationships and trust. Once you build your list you have a solid foundation to introduce
products as and when you wish.
This could be by sending a series of emails leading up to a launch or sending a mini course or a video series or sending out
regular emails with valuable information that your target audience would want to know.
WEBINARS
Eg., advertising (Facebook, Instagram, Twitter), email marketing, posting on Social Media, Facebook Live.
It’s all about your audience.
generate leads, promote webinars, build brand awareness, introduce new people to products,
build trust, loyalty and relationships.
It’s all about your audience.
Remember you can be present on all social media but be realistic about where you will focus
your efforts on building an audience and don’t spread yourself too thin.
Increase for the year Increase for the month Increase for the day
Social Media Platform Current no. of followers
(forecast) (forecast) (forecast)
YouTube
Snapchat
Periscope
Eg., using social media to build an email list by offering something free or valuable to your audience.
Creating a Facebook/Linkedin group to promote yourself as a thought leader.
Running a Facebook/Twitter Ad campaign
It’s all about your audience.
Marketing is telling the world you’re a rock star. Content marketing is showing the world you are one.
Robert Rose
YOUR CONTENT
Blog, videos, podcast, infographics, curated content, live video, tips, inspirational quotes, contests, special offers.
Blog with passion, passion spreads... Scott Stratten
BLOGGING
VIDEO MARKETING
build relationships.
Remember very effective videos can be made with an iPhone /smartphone and good natural light.
There are also apps available like Animoto.
PODCASTING
Now you know who your target audience are and what they are passionate and interested in
you will be able to plan your content around these factors. ‘It’s all about your audience’
If I was down to the last dollar of my marketing budget I’d spend it on PR! Bill Gates
PR PLAN
Mind Body Green, Entrepreneur, Forbes, Business Insider, Fast company, Problogger , Inc.
CONTESTS
Sweepstakes, Contests and Giveaways are a great way to create buzz, awareness for your product or service
and help you build your email list.
Prizes that are related to your product or service will attract more of the right audience than more generic prizes
MONTHLY/WEEKLY/DAILY TASKS
List them here and don’t forget to schedule into your weekly plan.
1 EXPENSES
Mortgage/Rent
Council Tax
Gas/Electricity/Oil
Water Rates
Health Insurance
Telephone/Mobile Charges
Entertainment
Car Repayments
Car Tax/Insurance/Service/Maintenance
Tax/National Insurance
Children’s Expenditure
Holiday Fund
Gifts/Presents
Celebrations/Christmas
A TOTAL COSTS
2 ESTIMATED INCOME
Grant
SALES
DIRECT COSTS
GROSS PROFIT
EXPENSES
2021 PROFIT & LOSS FORECAST
TOTAL EXPENSES
NET PROFIT
2021 BALANCE SHEET FORECAST
On start date On end date
EXPENSES
Cash in bank
Accounts receivable
Inventory
Prepaid expenses
Deposits
FIXED ASSETS
Leaseholder improvements
OTHER ASSETS
Other
TOTAL ASSETS
LIABILITIES
Current liabilities
Accounts payable
Interest payable
Tax payable
Loans payable
Payable to stockholders
Owners equity
TOTAL LIABILITIES
JANUARY
2021
FEBRUARY MARCH
MON 4 11 18 25 MON 1 8 15 22 MON 1 8 15 22 29
4 5 6 7
11 12 13 14
18 19 20 21
25 26 27 28
JANUARY
FRIDAY SATURDAY SUNDAY NOTES
1 2 3
8 9 10
15 16 17
22 23 24
29 30 31
JANUARY GOALS & ACTIONS
GOALS
JANUARY PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
More project planning sheets can be found at the back of the planner
SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Curated SM Platform
Live Video Text Post Podcast Info Graphic Poll Call to Action
Content Names
28 DECEMBER – 03 JANUARY
TO WATCH/ READ/ NOTES/ IDEAS
“Do not wait; the time will never be ‘just right.’
Start where you stand, and work with whatever tools
you may have at your command, and better tools will
be found as you go along..”
George Herbert
REGULAR ACTION
28 MONDAY 29 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
28 DECEMBER – 03 JANUARY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
04 MONDAY 05 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
04 JANUARY – 10 JANUARY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
11 MONDAY 12 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
11 JANUARY – 17 JANUARY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
18 MONDAY 19 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
18 JANUARY – 24 JANUARY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
25 MONDAY 26 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
25 JANUARY – 31 JANUARY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
SALES REVENUE
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
Income Taxes
It will also highlights how much capital investment your business needs.
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Other
SUBTOTAL
Loan Payment
Capital Purchase
CASH POSITION
FEBRUARY
MONDAY TUESDAY WEDNESDAY THURSDAY
1 2 3 4
8 9 10 11
15 16 17 18
22 23 24 25
FEBRUARY
FRIDAY SATURDAY SUNDAY NOTES
5 6 7
12 13 14
19 20 21
26 27 28
FEBRUARY GOALS & ACTIONS
GOALS
FEBRUARY PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
More project planning sheets can be found at the back of the planner
SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Curated SM Platform
Live Video Text Post Podcast Info Graphic Poll Call to Action
Content Names
01 FEBRUARY – 07 FEBRUARY
TO WATCH/ READ/ NOTES/ IDEAS
“Do not wait; the time will never be ‘just right.’
Start where you stand, and work with whatever tools
you may have at your command, and better tools will
be found as you go along..”
George Herbert
REGULAR ACTION
01 MONDAY 02 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
01 FEBRUARY – 07 FEBRUARY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
08 MONDAY 09 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
08 FEBRUARY – 14 FEBRUARY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
15 MONDAY 16 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
15 FEBRUARY – 21 FEBRUARY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
22 MONDAY 23 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
22 FEBRUARY – 28 FEBRUARY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
SALES REVENUE
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
Income Taxes
It will also highlights how much capital investment your business needs.
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Other
SUBTOTAL
Loan Payment
Capital Purchase
CASH POSITION
MARCH
MONDAY TUESDAY WEDNESDAY THURSDAY
1 2 3 4
8 9 10 11
15 16 17 18
22 23 24 25
29 30 31
MARCH
FRIDAY SATURDAY SUNDAY NOTES
5 6 7
12 13 14
19 20 21
26 27 28
MARCH GOALS & ACTIONS
GOALS
MARCH PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
More project planning sheets can be found at the back of the planner
SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Curated SM Platform
Live Video Text Post Podcast Info Graphic Poll Call to Action
Content Names
01 MARCH – 07 MARCH
TO WATCH/ READ/ NOTES/ IDEAS
“Do not wait; the time will never be ‘just right.’
Start where you stand, and work with whatever tools
you may have at your command, and better tools will
be found as you go along..”
George Herbert
REGULAR ACTION
01 MONDAY 02 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
01 MARCH – 07 MARCH
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
08 MONDAY 09 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
08 MARCH – 14 MARCH
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
15 MONDAY 16 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
15 MARCH – 21 MARCH
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
22 MONDAY 23 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
22 MARCH – 28 MARCH
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
29 MONDAY 30 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
29 MARCH – 04 APRIL
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
SALES REVENUE
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
Income Taxes
It will also highlights how much capital investment your business needs.
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Other
SUBTOTAL
Loan Payment
Capital Purchase
CASH POSITION
APRIL
MONDAY TUESDAY WEDNESDAY THURSDAY
1
5 6 7 8
12 13 14 15
19 20 21 22
26 27 28 29
APRIL
FRIDAY SATURDAY SUNDAY NOTES
2 3 4
9 10 11
16 17 18
23 24 25
30
APRIL GOALS & ACTIONS
GOALS
APRIL PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
More project planning sheets can be found at the back of the planner
SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Curated SM Platform
Live Video Text Post Podcast Info Graphic Poll Call to Action
Content Names
05 APRIL – 11 APRIL
TO WATCH/ READ/ NOTES/ IDEAS
“Enthusiasm is the yeast that makes your hopes shine
to the stars. Enthusiasm is the sparkle in your eyes,
the swing in your gait, the grip of your hand,
the irresistible surge of will and energy to execute
your ideas.” Henry Ford
REGULAR ACTION
05 MONDAY 06 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
05 APRIL – 11 APRIL
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
12 MONDAY 13 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
12 APRIL – 18 APRIL
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
19 MONDAY 20 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
19 APRIL – 25 APRIL
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
Jim Rohn
REGULAR ACTION
26 MONDAY 27 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
26 APRIL – 02 MAY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
SALES REVENUE
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
Income Taxes
It will also highlights how much capital investment your business needs.
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Other
SUBTOTAL
Loan Payment
Capital Purchase
CASH POSITION
MAY
MONDAY TUESDAY WEDNESDAY THURSDAY
3 4 5 6
10 11 12 13
17 18 19 20
24 25 26 27
31
MAY
FRIDAY SATURDAY SUNDAY NOTES
1 2
7 8 9
14 15 16
21 22 23
28 29 30
MAY GOALS & ACTIONS
GOALS
MAY PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
More project planning sheets can be found at the back of the planner
SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Curated SM Platform
Live Video Text Post Podcast Info Graphic Poll Call to Action
Content Names
03 MAY – 09 MAY
TO WATCH/ READ/ NOTES/ IDEAS
“If you set goals and go after them with all the
determination you can muster, your gifts will
take you places that will amaze you.”
Les Brown
REGULAR ACTION
03 MONDAY 04 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
03 MAY – 09 MAY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
10 MONDAY 11 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
10 MAY – 16 MAY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
17 MONDAY 18 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
17 MAY – 23 MAY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
24 MONDAY 25 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
24 MAY – 30 MAY
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
REGULAR ACTION
31 MONDAY 01 TUESDAY
Goals Goals
1 1
2 2
3 3
7.00am 7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am 8.00am
9.00am 9.00am
10.00am 10.00am
11.00am 11.00am
12.00pm 12.00pm
1.00pm 1.00pm
2.00pm 2.00pm
3.00pm 3.00pm
4.00pm 4.00pm
5.00pm 5.00pm
6.00pm 6.00pm
7.00pm 7.00pm
8.00pm 8.00pm
Meditation Meditation
Exercise Exercise
31 MAY – 06 JUNE
NOTES TO BUY/ EXPENSES
2 2 2
3 3 3
Meditation
12.00pm 12.00pm 12.00pm
Exercise
AM
PM
No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water No of mins Glasses of Water
Forecast Actual
Forecast Actual
Facebook YouTube
Twitter Google+
LinkedIn Snapchat
Instagram Tumblr
Pinterest Periscope
SALES REVENUE
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
Income Taxes
It will also highlights how much capital investment your business needs.
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Other
SUBTOTAL
Loan Payment
Capital Purchase
CASH POSITION