Planning for the month ahead helps you stay on track with your quarterly focus. It allows you to break it up into smaller, manageable chunks. It also allows you to evaluate what is important to you. By pre-planning, you will be more prepared for the action steps you need to take, and you won’t be surprised by events.

What you will need?
- Your Create Your Dream Plan Action Life notebook or planner (Printed or digital copy)
- Monthly Task Tracker
- Your planner or the full Quarterly Planner with the weekly planner included
- Up to an hour for the planning session
- Using a notebook or printed-out planner, you will need your writing instruments.
What is the focus for the month?
Is the monthly focus the same as the overall quarterly focus, or are you focusing on one part of the overall focus?
Monthly Action Steps
It is helpful to have a task tracker for the month. This may seem like double handling of the tasks from planning the quarter, but if you get overwhelmed, this step will help.
- From your Quarterly Task Tracker, transfer the items you will be taking action on this coming month.
- What other action steps do you need to video this month?
- In your weekly planner, note any appointments and events that have been pre-booked. Do any tasks need to be completed before the appointment? If so, add the task to the monthly tracker.
- Can you think of anything else you need to do this month?
Recording your achievements
We as humans tend not to celebrate our achievements or brush them off as no big deal. I challenge you to record your achievements and go a step further, reward yourself. That is why the Quarterly Planner has space for you to record your monthly achievements. Did you write that blog post? Awesome, record it AND reward yourself. This could simply be doing a little happy jiggle in your seat, making yourself that cup of coffee or tea you have been dying for but didn’t allow yourself until you finished writing the post. Or go for that walk? Or make that hard phone call?
The point is to record what you did and reward yourself.
Another reason to record what you have completed is so that:
- You have a list to prove to yourself that you do actually finish things.
- For those days you are being mean to yourself, you can see what you have achieved
- For the end-of-quarter review
- For the end-of-year review
- To help you track the progress of more significant projects while achieving smaller milestones

