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MY PA 2023 PLANNER - DIGITAL BUSINESS PLANNER FOR IPAD & IPAD PRO

www.mypaplanner.com Full Digital Version of MY PA Planner 2023 For Tech Lovers we are pleased to introduce MY PA Planner 2023 Fully interactive with Goodnotes and other PDF Applications. Ideal for the iPad Pro & Apple Pencil and Android devices. The digital versions are complete with file tabs so you can navigate through your planner. The recommended apps for use is GoodNotes for iOS. Drawboard and Metamoji on Windows. Noteshelf and Zoomnotes on Android mobile. Noteshelf and Zoomnotes on Android tablet. The great thing is that your planner can be synced across your iOS or Android compatible devices so you can have access to your planner on the fly. If you are looking for the printable version, you can find here at this link [Printable PDF] or the bound version here 2023 Yearly monthly weekly & daily goal setting Life & Vision planner Business & Marketing Plan Monthly project plan Monthly Social Media Plan Weekly/ Daily Schedule Pages Daily TIme Blocking Layout Weekly review Positive Habit Tracker Idea & Inspiration vault Gratitude journal Monthly Profit & Loss and Cash flow Connection pages blank pages Graph pages

www.mypaplanner.com
Full Digital Version of MY PA Planner 2023
For Tech Lovers we are pleased to introduce MY PA Planner 2023 Fully interactive with Goodnotes and other PDF Applications. Ideal for the iPad Pro & Apple Pencil and Android devices.

The digital versions are complete with file tabs so you can navigate through your planner.

The recommended apps for use is GoodNotes for iOS. Drawboard and Metamoji on Windows. Noteshelf and Zoomnotes on Android mobile. Noteshelf and Zoomnotes on Android tablet.

The great thing is that your planner can be synced across your iOS or Android compatible devices so you can have access to your planner on the fly.

If you are looking for the printable version, you can find here at this link [Printable PDF] or the bound version here

2023 Yearly monthly weekly & daily goal setting

Life & Vision planner

Business & Marketing Plan

Monthly project plan

Monthly Social Media Plan

Weekly/ Daily Schedule Pages

Daily TIme Blocking Layout

Weekly review

Positive Habit Tracker

Idea & Inspiration vault

Gratitude journal

Monthly Profit & Loss and Cash flow

Connection pages

blank pages

Graph pages

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<strong>2023</strong> <strong>PLANNER</strong><br />

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WELCOME<br />

I am so happy that you are joining me on this <strong>2023</strong> journey of discovery, organisation, focus and<br />

getting stuff done. There are so many things involved in running a business, not to mention the<br />

101 other things there are to do on a daily basis! Reading that blog article or book, attending that<br />

live webinar, or keeping abreast of the latest online strategies seem just like unattainable luxuries.<br />

I have enjoyed running my own business for many years now, however one of my biggest<br />

frustrations has been the constant fight against time and feeling overwhelmed. About 5 years<br />

ago I decided I’d had enough. I’d had enough of constantly racing against the clock and feeling<br />

disappointed at the end of each week when I felt I hadn’t achieved enough.<br />

I decided that if I was going to be even more productive, then I was going to need a good planning<br />

system and something that would be with me at all times to help me stay focused and on track.<br />

I set out with one specific goal, to create something that would make me feel like I had my very<br />

own personal assistant, that would help me plan and organise my life so that everyday I wake up<br />

knowing exactly what I need to do.<br />

This was going to be the champion of planning, a trusted companion, effortlessly guiding me<br />

through each day, week and month. It would have everything I needed in one place to help me<br />

achieve my vision, keep me on track with my goals, declutter my mind and help keep me stress<br />

free. There would be a place to record every idea, thought or intention and a place to reflect and<br />

review so that I was continually improving and upping my game.<br />

So here it is – <strong>MY</strong> <strong>PA</strong>. It’s changed my life and now I want to share it with you. I am sure you are<br />

going to love it. I really do believe that <strong>MY</strong> <strong>PA</strong> is going to make a huge difference to your life and<br />

your business as it has mine.<br />

So here’s to <strong>2023</strong>, your most productive, organised and fun year yet! Wishing you great health,<br />

success, happiness, peace, focus, abundance and FUN!<br />

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To accomplish great things,<br />

we must not only act but also dream.<br />

Not only plan but also<br />

BELIEVE<br />

ANATOLE FRANCE<br />

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ACHIEVE YOUR GOALS<br />

STAY FOCUSED<br />

REMEMBER YOUR IDEAS<br />

<strong>MY</strong> <strong>PA</strong><br />

YOUR <strong>2023</strong> <strong>PLANNER</strong><br />

WILL HELP YOU...<br />

MANAGE YOUR TIME<br />

KEEP IT ALL IN ONE PLACE<br />

WORK SMARTER<br />

BE MORE <strong>PRO</strong>DUCTIVE<br />

OVERCOME OVERWHELM<br />

STAY POSITIVE<br />

BE MORE ORGANISED<br />

BE INSPIRED<br />

BALANCE WORK AND LIFE<br />

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We set out with one specific goal, to design something that would make you feel like you had your very own personal<br />

assistant. My <strong>PA</strong> is a simple system to help you achieve everything you want to do in your life and support you along the<br />

way. It takes you step by step through each week, month and day by helping you to plan your projects and continually<br />

set goals so you stay focused and on task. There is a place for every idea, thought and intention so that helps you stay<br />

Review and<br />

Release<br />

2022<br />

Reflect<br />

Review<br />

Improve<br />

HOW TO GET THE MOST OUT OF<br />

<strong>MY</strong> <strong>PA</strong> <strong>PLANNER</strong><br />

organised and away from stress and overwhelm.<br />

Your Life<br />

and Business<br />

Plan<br />

Daily<br />

Plan and Goal<br />

Setting<br />

Monthly<br />

Plan and Goal<br />

Setting<br />

Weekly<br />

Plan and Goal<br />

Setting<br />

STEP 1 STEP 2 STEP 3<br />

Say goodbye and let go<br />

of 2022. Completing the 2022<br />

review, will help you to see<br />

what worked for you and<br />

what didn’t. You can<br />

then enter <strong>2023</strong> with<br />

renewed positivity and new<br />

possibilities.<br />

Start planning your year<br />

with the <strong>MY</strong> <strong>PA</strong> business<br />

planner. The business planner<br />

takes you through everything<br />

you need to craft the perfect<br />

plan for success including:<br />

branding; marketing;<br />

financial planning; goal setting.<br />

The life planner will help you<br />

design your lifestyle so you<br />

can start living the life you<br />

dream of.<br />

Stay focused and on task by<br />

completing the Monthly Goal<br />

and Project Planner.<br />

You can list all your projects<br />

and the prioritise and assign<br />

tasks. You can also plan all<br />

your social media for the<br />

month with the specially<br />

designed social media<br />

planner.<br />

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AM<br />

PM<br />

STEP 4 – PLAN YOUR WEEK<br />

A) Write your weekly goals, projects and tasks in the weekly projects section.<br />

B) Spend 5 minutes each day planning the day and write 3 important goals in the space provided.<br />

C) Schedule everything you need to do into time blocks including breaks, exercise and appointments.<br />

Weekly<br />

inspiration<br />

Regular<br />

actions<br />

eg., blogpost,<br />

newsletter...<br />

make sure you<br />

make space<br />

for these in your<br />

daily schedule.<br />

Weekly<br />

projects<br />

Time block<br />

appointments<br />

STEP 5 – REFLECT, REVIEW, IM<strong>PRO</strong>VE<br />

The weekly review is designed to keep you on task so you’re continually upping your game.<br />

Completing a gratitude journal has been proven to help you attract an abundance into your life and stay<br />

positive and happy. The inspiration vault gives you oodles of space for all your thoughts and ideas.<br />

Stay on<br />

top of your<br />

targets<br />

Sales, email<br />

subscribers & social<br />

media growth.<br />

Celebrate<br />

all your<br />

achievements<br />

A<br />

C<br />

B<br />

A place for<br />

everything!<br />

Thoughts/ideas,<br />

add things to<br />

do later<br />

Use this space<br />

for writing notes<br />

and record<br />

anything you want<br />

to watch or read<br />

at a later date.<br />

Be better<br />

Identify why<br />

you didn’t<br />

achieve what<br />

you set out<br />

to, so you can<br />

up your game<br />

next week.<br />

Your<br />

gratitude<br />

journal<br />

Stay optimistic<br />

and happy.<br />

Shopping list<br />

and record<br />

expenses<br />

as you go<br />

Daily health<br />

and wellness<br />

checker<br />

Stay on top<br />

of your health and<br />

fitness goals and<br />

record<br />

your exercise,<br />

meditation and<br />

water intake.<br />

Never forget<br />

an idea<br />

again!<br />

Space for<br />

mindmapping,<br />

brainstorming<br />

and doodles<br />

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20<br />

22<br />

23<br />

out with the old in with the new...<br />

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1. Did you achieve your goals and financial targets?<br />

3. What didn’t you achieve?<br />

5. What business decisions will be different in <strong>2023</strong>?<br />

7. What made you happy in 2022?<br />

2022<br />

REVIEW<br />

2. List your biggest achievements<br />

4. Which business tasks were unproductive?<br />

6. List your personal highlights in 2022<br />

8. What areas of personal life would you like to change in <strong>2023</strong>?<br />

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<strong>2023</strong><br />

TARGETS<br />

List 50 things you want to achieve in the next 10 years<br />

If you don’t know your destination, how do you expect to get there?<br />

Write here a list of the 50 most important things that you want to accomplish or have in the next 10 years.<br />

This is not a list of the things you think you can achieve but the things you want to achieve.<br />

These can be big or small and include anything, for example, the people you want to meet, skills you want to learn,<br />

places you want to go, things you want to achieve, experiences you want or physical things<br />

including your monthly income and bank balance.<br />

1 26<br />

2 27<br />

3 28<br />

4 29<br />

5 30<br />

6 31<br />

7 32<br />

9 33<br />

10 34<br />

11 35<br />

12 36<br />

13 37<br />

14 38<br />

15 39<br />

16 40<br />

17 41<br />

18 42<br />

19 43<br />

20 44<br />

21 45<br />

22 46<br />

23 47<br />

24 48<br />

25 49<br />

26 50<br />

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1. What do you love to do?<br />

How are you planning to live your life this year?<br />

Before getting into your business goals, it’s really important to focus on the type of lifestyle<br />

you want to design for the coming year.<br />

3. Which tasks do you dislike?<br />

5. What hours will you work?<br />

7. How will you spend your weekends?<br />

YOUR LIFE...<br />

2. What are you good at? List your areas of expertise<br />

4. What days will you work?<br />

6. How will you spend your evenings/spare time?<br />

8. What holidays would you like to take?<br />

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9. Where are you going to work from?<br />

11. List any daily exercise routines<br />

13. How will you relax?<br />

15. What hobbies will you pursue?<br />

17. Do you plan to make any major purchases?<br />

10. Are you planning any trips or visits?<br />

12. What celebrations are you planning this year?<br />

14. Which good habits will you begin the year with?<br />

16. Are there any habits you want to break?<br />

18. What would be your desired income for this year?<br />

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<strong>2023</strong><br />

2017<br />

BUCKET LIST<br />

If you’re planning only to make money and nothing else, you’ll be broke. Haile Gebrselassie<br />

List anything you want to do this year, big or small and tick them off as you go<br />

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<strong>2023</strong><br />

<strong>BUSINESS</strong> PLAN<br />

You were born to win,<br />

but to be a winner, you must plan to win,<br />

prepare to win and expect<br />

to win.<br />

ZIG ZIGLAR<br />

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TO:<br />

TO:<br />

TO:<br />

He who has a why can endure any how.<br />

Knowing your purpose makes you feel more alive and when you know your WHY,<br />

it becomes easier to live a life that’s true to your core values.<br />

Find the strongest ‘WHY’ because if the WHY is powerful, the HOW is easy.<br />

The previous sections will have helped you to find your why, but to help create your most powerful WHY<br />

simply complete the following statement. The first blank represents your contribution and the second blank<br />

represents the impact of your contribution.<br />

You can write as many as you like and choose the one that resonates with you the most.<br />

SO THAT:<br />

SO THAT:<br />

Frederick Nietzsche<br />

What is your WHY?<br />

SO THAT:<br />

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TO:<br />

TO:<br />

TO:<br />

TO:<br />

SO THAT:<br />

SO THAT:<br />

SO THAT:<br />

SO THAT:<br />

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What is your vision for your business this year?<br />

What would you like to achieve? For example, how do you see your business this year and in 5 years time?<br />

What sort of revenue would you like to generate? How do you see your brand developing?<br />

How would you like to be portrayed on Social Media? How many followers would you like?<br />

Do you plan to create your own YouTube Channel or start a podcast? How much do you want to grow your business?<br />

THIS YEAR<br />

The only limit is your imagination.<br />

YOUR VISION<br />

Theodore Roosevelt<br />

5 YEARS<br />

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VISUALIZE<br />

Use this space below if you prefer to draw or mind map your vision<br />

THIS YEAR<br />

5 YEARS<br />

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What is your BIG MISSION this year in your business?<br />

A Mission Statement is a short sentence or paragraph used by a business to explain, in simple and concise terms,<br />

it’s purpose for being. Here are some examples:<br />

Nike: “To bring inspiration and innovation to every athlete in the world.”<br />

Starbucks: “To inspire and nurture the human spirit – one person, one cup and one neighbourhood at a time.”<br />

Amazon: “To be the most customer-centric company in the world, where people can find and discover anything they want to buy online.”<br />

Make sure you use the most inspiring and motivating words in your mission<br />

To succeed in your mission, you must have a single-minded devotion to your goals.<br />

What are your BIG GOALS for <strong>2023</strong>?<br />

A goal is a desired result or possible outcome that a person or a system envisions, plans and commits to achieve.<br />

What are the main things you want to achieve in your business this year? Make sure your goals are specific, measurable and realistic.<br />

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Your culture is your brand.<br />

Now bring your BRAND & <strong>BUSINESS</strong> to life...<br />

Your brand is more than a name, symbol or logo, it is your commitment and promise to your customer.<br />

Your brand is either your defined personality as a personal brand or your product or service,<br />

it’s what separates your business from your competition.<br />

Your brand is created and influenced by your vision and everything you stand for including, people, visuals,<br />

culture, style, perception, words, message, style, PR, opinions and social media.<br />

Branding is important because it communicates everything you want to say about your product to you<br />

prospects and customers. A strong brand encourages loyalty and ultimately creates a strong customer base<br />

and helps increase your sales by doing the following;<br />

• Demonstrating that you are professional and committed to delivering what you promise<br />

• Making your business easily recognisable • Creating a clear distinction from your competition<br />

• Making your business memorable • Creating an emotional attachment to you audience<br />

• Helping to create trust • Helping to build loyalty and repeat custom<br />

• Creating a valuable asset which will be financially beneficial if you ever sell your business<br />

• Creating a competitive advantage<br />

Tony Hsieh CEO Zappos<br />

To do all of the above, you are going to have to find a way to get into the hearts and minds of your customers<br />

so that they are ultimately going to buy and continue to buy you products or services. Whether you are a new<br />

business or an existing one you need to have a clear picture of what your brand is or what you want it to be.<br />

You need to know where it fits into the market, who your target audience are and how you want your business<br />

to develop in the future. To do this you are going to need a deep understanding of your business<br />

and the people who are going to be most interested in your products.<br />

Describe your product or service in one sentence<br />

What problem is your business trying to address?<br />

How is your product going to solve this problem?<br />

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If people like you, they will listen to you; if they trust you, they’ll do business with you. Zigziglar<br />

What prompts your customers to buy your product or service?<br />

What factors help your customers choose what business to buy from?<br />

Why did you originally start your business or why are you starting it?<br />

How did your original business idea come about?<br />

What changes are you looking to make in peoples lives? What impact and influence do you want to have?<br />

What are you hoping to achieve?<br />

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The keys to brand success are self definition, transparency, authenticity<br />

and accountability. Simon Mainwaring<br />

What are the core values in your business?<br />

Who are you going to employ, if so who (qualifications/experience) and how many?<br />

How are you going to produce your product/service?<br />

What do you need to produce your product/service?<br />

Are there any insurance or legal requirements for your business?<br />

Which are/will be your most popular products or services?<br />

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The strength of brand loyalty begins with how your product makes people feel. Jay Samit<br />

How will your products be delivered eg., online, packaging, delivery time, post, courier?<br />

Who are your suppliers and why did you choose them eg., value for money, quality, values?<br />

What products or services are you thinking of introducing in the future?<br />

Anything further?<br />

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Product/Service<br />

Number of units in calculation<br />

Components cost<br />

Total product service cost<br />

Cost per unit<br />

Price per unit<br />

Price margin ($/£)<br />

Price – Cost<br />

Price margin % (Gross profit/<br />

Sales price) x 100<br />

Mark up ( %)<br />

Gross ProfitMargin/Unit Cost<br />

x 100<br />

What costs are involved in producing your product?<br />

Describe your pricing structure<br />

How do you plan to take payments?<br />

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Per year<br />

Per month<br />

Per week<br />

Per day<br />

How much revenue do you want to generate? Net (less expenses)<br />

Calculate the sales needed to make this amount of money?<br />

(An approximate figure as other costs have not yet been taken into consideration)<br />

What intellectual property rights do you have or need for your product or service?<br />

What markets are you in/planning to be in ? local, national, international?<br />

Unique Selling Point (USP) What differeniates you from your competitors?<br />

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What words would you use to describe the personality of your business?<br />

Examples, value for money, expensive, up market, quality, cheap, excellent, professional, happy, innovative, eccentric,<br />

serious, loud, beautiful, relaxing, motivating, inspiring, adventurous, sincere, clinical, clean, adventurous, funny, amusing,<br />

charming, decisive, friendly, quirky, imaginative, intuitive, soulful, decisive, kind, proactive, loving, trustworthy, extrovert,<br />

introvert, vibrant, transparent, beautiful, creative, dynamic, resourceful.<br />

If you are already in business, what are your customers saying about you now?<br />

How does your product or service make them feel?<br />

What sort of things do you want your customers to be saying about your business?<br />

What sort of things do you want the media to be saying?<br />

How do you want to be portrayed on social media?<br />

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YOUR COMPETITION<br />

Who are the key players in your business and who are your main competitors<br />

Competitor Name Strengths Weaknesses<br />

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SWOT Analysis<br />

This is a simple exercise to help you realize your business’s strengths and weaknesses.<br />

It helps you focus on your strengths, minimize threats and take advantage of the opportunities available to you.<br />

INTERNAL<br />

ORIGIN<br />

EXTERNAL<br />

ORIGIN<br />

Opportunities are like sunrises. If you wait too long, you miss them.<br />

HELPFUL<br />

Strengths<br />

eg., knowledge, skills<br />

Opportunities<br />

eg., business trends, free publicity,<br />

free training, new technology, new markets<br />

William Arthur Ward<br />

HARMFUL<br />

Weaknesses<br />

eg., cost, capital available, lack of knowledge<br />

Threats<br />

eg., increased competitions, inflation<br />

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The pessimist sees difficulty in every opportunity.<br />

The optimist sees the opportunity in every difficulty. Winston Churchill<br />

What can you do to overcome any weaknesses and threats?<br />

How can you really make the most of your strengths and use them to your advantage?<br />

How can you make the most of the opportunities available to you this year?<br />

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<strong>2023</strong><br />

MARKETING PLAN<br />

The best marketing<br />

doesn’t feel like marketing.<br />

TOM FISHBURNE<br />

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Everyone is not your customer.<br />

Seth Godwin<br />

Define your TARGET AUDIENCE<br />

It’s a big world out there and targeting everyone is not the solution. One of the most important things you need to<br />

do to create a successful business is to identify exactly who your ideal customer is and find out everything about<br />

them. Once you have this information, you will be able to find them, delight them with your content and<br />

build that trust so you can ultimately sell your products or services to them.<br />

Who is your typical customer – consumer/business?<br />

Where are your customers located?<br />

Age Gender Income Education<br />

What are their occupations?<br />

What stage are they in the family cycle?<br />

What is their preferred lifestyle?<br />

What are their core values?<br />

What motivates and inspires them?<br />

What do they do day to day?<br />

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Everyone is not your customer. Seth Godwin<br />

What are their hopes and aspirations?<br />

How do they have fun?<br />

What do they do in their spare time?<br />

What subjects are they interested in?<br />

What are they most passionate about?<br />

What type of books, magazines, newspapers do they read?<br />

What movies/ TV programmes do they watch?<br />

How do they feel when they find your product?<br />

Are they ready to buy your product or service right away ?<br />

Will they have any suspicions about buying your product?<br />

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Everyone is not your customer. Seth Godwin<br />

Will they need more convincing?<br />

What do they need to do or say to convince them?<br />

How do they feel when they receive your product?<br />

Is there anything else about your audience that is important?<br />

What social media platforms do they hang out on?<br />

Which social media accounts do they follow?<br />

What sort of content do they like?<br />

Anything further?<br />

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How will you SELL YOUR <strong>PRO</strong>DUCT/SERVICES<br />

What methods are you going to use to get your products and services out there into the marketplace? Examples include, your<br />

own website, actual shop, Facebook shop, video marketing, email marketing , webinars, wholesalers, retailers, social media,<br />

crowd funding, Advertising ( Print/ Online) Influencer marketing, other websites<br />

(Ebay/ Etsy/ Amazon/ Udemy etc.)<br />

How will you communicate with your customers? Eg., Social Media, Email, Webinars, Video Marketing, Podcast, Blog<br />

Are you happy with your website? If not, what do you think needs to be improved?<br />

Is it designed and optimised for mobile?<br />

Do you have a method to collect emails, pop-ups or other?<br />

Do you need to create a new website? If yes, what does your website need to achieve?<br />

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Who will build it? You or a web designer<br />

If you, what will you use? Wordpress or other, Weebly, Wix, Squarespace, Click Funnels?<br />

SALES FUNNEL<br />

One of the most effective ways to get people to your website is through a sales funnel – a marketing system that leads someone<br />

through a systematic process with the goal of purchasing your product or service. The process is to:<br />

1. Define your ideal customer<br />

2. Find them through advertising<br />

3. Turn them into a lead by capturing their email address through a perceived high value offer<br />

4. Turn them into a prospect by building a relationship through email<br />

5. Turn them into a customer through email<br />

6. They become a repeat customer buying over and over again<br />

LANDING <strong>PA</strong>GES EBOOKS ADVERTISING VIDEO (inc live video)<br />

BLOG WEBSITE SOCIAL MEDIA WEBINARS PR INFLUENCER MARKETING<br />

LEADS<br />

(1000)<br />

<strong>PRO</strong>SPECTS<br />

(100)<br />

CUSTOMERS<br />

(10)<br />

GENERATE<br />

CONVERT (Email, Webinars)<br />

ACTUAL CUSTOMERS<br />

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How will you SELL YOUR <strong>PRO</strong>DUCT/SERVICES<br />

One of your main marketing goals for every piece of promotion should be point everything<br />

to your sales funnel and capture leads.<br />

EMAIL MARKETING<br />

Email Marketing is still the most effective digital marketing channel and helps build customer loyalty,<br />

trust in your product, company or brand.<br />

Finding your ideal customer, capturing their email and then building a relationship through email has to be<br />

one of your most important marketing strategies.<br />

What is the main objective of your email campaign?<br />

Eg., to sell products, build trust/relationship with subscribers, drive traffic to,your blog/website, to promote your videos.<br />

How many email subscribers would you like by the end of the year ?<br />

Email lists help you build relationships and trust. Once you build your list you have a solid foundation to introduce<br />

products as and when you wish.<br />

HOW ARE YOU GOING TO BUILD YOUR EMAIL LIST<br />

The Most effective method of building a list is to get people to subscribe voluntarily by offering them something of great value.<br />

Eg., a free ebook, free mini course, webinars, special money off coupon, competition, cheat sheets. To do this you need to:<br />

1. Create your high value free offer<br />

2. Create a landing page where people can subscribe to your email<br />

3. Sign up to an email provider<br />

4. Create your emails<br />

5. Promote this through marketing channels ( Website Advertising , Social Media, Influencer Marketing, Blog, Webinars etc<br />

How will you get people to sign up to your email list? What is your high value offer?<br />

Eg., discount voucher, ebook, mini course, video course.<br />

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What and how many campaigns will you run?<br />

This will depend on your number of products/services you are selling.<br />

What will you use to create your landing page?<br />

Leadpages, Wordpress, Unbound, Launchrocket, Click Funnels, Squarespace, Mailchimp<br />

How will you use email to build that valuable relationship with your prospects?<br />

How will you build trust to convert these prospects into customers?<br />

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<br />

regular emails with valuable information that your target audience would want to know.<br />

How often do you plan to send emails to your list? Weekly/Monthly?<br />

Which Email service provide will you use? Mailchimp ( FREE for up to 2,000 subscribers) Convertkit, Aweber.<br />

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WEBINARS<br />

What is your objective for holding webinars?<br />

Eg., Feed your sales funnel, sell product, generate leads, launch a new product, build email list, drive traffic to landing page,<br />

build trust and relationship with prospects.<br />

How many webinars do you plan to have?<br />

How will you publicise your webinars?<br />

Eg., advertising (Facebook, Instagram, Twitter), email marketing, posting on Social Media, Facebook Live.<br />

Do you need to purchase webinar software?<br />

ADVERTISING<br />

How are you going advertise? Adwords, Social Media (Facebook, Instagram, Twitter, YouTube, Linkedin Print (Magazines,<br />

newspapers etc)<br />

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It’s all about your audience.<br />

SOCIAL MEDIA MARKETING PLAN<br />

What is your Social Media Strategy? How will you achieve your objectives?<br />

Eg., using social media to build an email list by offering something free or valuable to your audience. Creating a Facebook/<br />

Linkedin group to promote yourself as a thought leader. Using Influencers to reach your audience.<br />

Running a Facebook/Twitter Ad campaign<br />

Which social media platforms would you like to focus on?<br />

Where can you most easily find the people that you want to reach?<br />

What are your main Social Media objectives?<br />

Be specific, eg., to increase the number of leads generated from Instagram by ‘X’ per week<br />

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Social Media Platform<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

YouTube<br />

Snapchat<br />

TikTok<br />

How many people would you like to reach this year?<br />

Remember you can be present on all social media but be realistic about where you will focus<br />

your efforts on building an audience and don’t spread yourself too thin.<br />

Current no. of followers<br />

It’s all about your audience.<br />

What are your top 3 competitors doing on social media?<br />

Where are they can you see what is working and what is not?<br />

COMPETITOR NAME SOCIAL NETWORK WHAT’S WORKING<br />

Increase for the year<br />

(forecast)<br />

Increase for the month<br />

(forecast)<br />

What is your Social Media Strategy? How will you achieve your objectives?<br />

Eg., using social media to build an email list by offering something free or valuable to your audience.<br />

Creating a Facebook/Linkedin group to promote yourself as a thought leader.<br />

Running a Facebook/Twitter Ad campaign<br />

Increase for the day<br />

(forecast)<br />

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It’s all about your audience.<br />

How often do you intend to post on social media? What subjects are your audience going to want to hear about?<br />

Are you going to do your social media marketing in house or outsource?<br />

What app’s will you use to save time with social media? Eg., Hootsuite, Buffer...<br />

How much time do you intend spending on positive engagement on social media? (This is time spent that is actually going to<br />

benefit your business and needs to be scheduled)<br />

Marketing is telling the world you’re a rock star. Content marketing is showing the world you are one.<br />

Robert Rose<br />

YOUR CONTENT<br />

What sort of content do you plan to create and distribute to your target audience?<br />

Blog, videos, podcast, infographics, curated content, live video, tips, inspirational quotes, contests, special offers.<br />

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Blog with passion, passion spreads...<br />

BLOGGING<br />

What are your main blogging goals ?<br />

Eg., increase website traffic, to build authority, promote yourself as thought leader,<br />

to be noticed by media, to build a community, improve SEO<br />

How often do you need to blog?<br />

What subjects will you blog about? What do your audience want to know?<br />

What blogs would you like to be featured in your niche?<br />

How are you going to promote your blog? Eg., email, posting on social media, blog promotion sites, social sharing buttons,<br />

linkedin articles, reddit, stumbleupon, networking with blogging community.<br />

How will you collect leads from your blog?<br />

Scott Stratten<br />

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The beauty of developing a video marketing plan is that you are making it easier for the viewer<br />

to be exposed to the information you are trying to communicate. Chris Sandoval<br />

VIDEO MARKETING<br />

Are you going to use video marketing to promote your business? If so, what is your main objective<br />

for using it? Eg., increase brand awareness, education, lead generation, increase engagement, increase email opening rates,<br />

build relationships.<br />

How do you plan to create videos?<br />

What will your video’s be about? (what are your audience looking for? What do they need to know?)<br />

You can search for topics on Googles Keyword Planner.<br />

How will you create your videos? Yourself or production company?<br />

Where will you film and what equipment will you need?<br />

Remember very effective videos can be made with an iPhone /smartphone and good natural light.<br />

There are also apps available like Animoto.<br />

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PODCASTING<br />

Podcasts entertain, educate, inform and inspire.<br />

Podcasting can help you build your audience, build influence, trust, relationships and ultimately help you<br />

to sell your products and services.<br />

Are you going to create a Podcast? If so, what is your main objective for creating a Podcast?<br />

What subjects will you Podcast about ?<br />

Now you know who your target audience are and what they are passionate and interested in<br />

you will be able to plan your content around these factors. ‘It’s all about your audience’<br />

How often will you Podcast?<br />

Will you do a one man show, co-host, or will you interview other influencers? If so, who?<br />

Do you plan to get sponsors for your Podcast ? If so, who do you plan to ask for sponsorship?<br />

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If I was down to the last dollar of my marketing budget I’d spend it on PR!<br />

PR PLAN<br />

What media publicity would you like? Where do you want to be seen?<br />

Mind Body Green, Entrepreneur, Forbes, Business Insider, Fast company, Problogger , Inc.<br />

These are only examples. Who are the big media players in your niche?<br />

What magazines/newspapers would you like to be featured in?<br />

What radio shows/podcasts would you like to be on?<br />

Bill Gates<br />

Are there any speaking opportunities you will put yourself forward for? Are there opportunities to nominate yourself<br />

as a keynote speaker? Eg., conferences, trade shows, webinars<br />

Are there any YouTubers who you would like to be interviewed by?<br />

Who would you like to collaborate/join forces with?<br />

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CONTESTS<br />

Sweepstakes, Contests and Giveaways are a great way to create buzz, awareness for your product or service<br />

and help you build your email list.<br />

Will you run any contests? If so, what will the objective be?<br />

Eg., to launch a new product, to create a buzz and awareness around your product or to build your email?<br />

What sort of contests will you run?<br />

What prizes will you offer?<br />

Prizes that are related to your product or service will attract more of the right audience than more generic prizes<br />

like iPads or amazon vouchers? Also offering everyone a prize when the contest is announced is a great way<br />

to build relationships. This could be a free report, PDF or Ebook.<br />

Where will you promote your contest? Instagram/ Facebook/Pinterest/ Twitter...<br />

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Priority No.<br />

BRAINSTORM<br />

List all the projects you need to undertake for example, create email campaign, build website,<br />

create webinars, weekly video<br />

Project<br />

<strong>2023</strong><br />

<strong>PRO</strong>JECT <strong>PLANNER</strong><br />

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Priority No.<br />

Project<br />

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<strong>2023</strong><br />

CONNECTIONS<br />

Succeeding in business is all about making connections.<br />

Who do you want to connect with in <strong>2023</strong> and why?<br />

Richard Branson<br />

Name Why Name Why<br />

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Name Why Name Why<br />

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Success is the sum of small efforts - repeated day in and day out.<br />

MONTHLY/WEEKLY/DAILY TASKS<br />

Robert Collier<br />

Are there any tasks that need to be carried out regularly on a daily, weekly or monthly basis?<br />

List them here and don’t forget to schedule into your weekly plan.<br />

MONTHLY<br />

Eg., set monthly goals, complete<br />

profit and loss statement & cash flow,<br />

update product pages on website,<br />

check/order stock, payroll<br />

and wages<br />

WEEKLY<br />

Eg., set weekly goals and<br />

write action plan and prioritize,<br />

write blog post, create newsletter,<br />

create & schedule social media posts<br />

for the week, video for youtube,<br />

complete weekly review<br />

DAILY<br />

Eg., set daily goals, complete<br />

profit and loss statement & cash flow,<br />

update product pages on website,<br />

check/order stock, payroll<br />

and wages,<br />

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THE<br />

NUMBERS<br />

YOUR FINANCE PLAN<br />

You can always alter and adapt your plan,<br />

provided you have one.<br />

MANOJ ARORA<br />

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PERSONAL <strong>2023</strong> SURVIVAL BUDGET<br />

This will give you a fair idea of the minimum amount you need to make in your business to survive<br />

1 EXPENSES<br />

Mortgage/Rent<br />

Council Tax<br />

Gas/Electricity/Oil<br />

Water Rates<br />

Health Insurance<br />

Personal & Property Insurance<br />

Food & Housekeeping<br />

Telephone/Mobile Charges<br />

Hire Charges (TV etc.)<br />

Entertainment<br />

Car Repayments<br />

Car Tax/Insurance/Service/Maintenance<br />

Credit Card/Loan Repayments<br />

Tax/National Insurance<br />

Children’s Expenditure<br />

Holiday Fund<br />

Gifts/Presents<br />

Celebrations/Christmas<br />

A TOTAL COSTS<br />

2 ESTIMATED INCOME<br />

Income from Family/Partner<br />

Part time job<br />

Benefits<br />

Grant<br />

B TOTAL INCOME (WITHOUT <strong>BUSINESS</strong>)<br />

C DISPOSABLE INCOME = B LESS A<br />

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INCOME JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

SALES<br />

DIRECT COSTS<br />

GROSS <strong>PRO</strong>FIT<br />

<strong>2023</strong> <strong>PRO</strong>FIT & LOSS <strong>FOR</strong>ECAST<br />

EXPENSES<br />

TOTAL EXPENSES<br />

NET <strong>PRO</strong>FIT<br />

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EXPENSES<br />

Cash in bank<br />

Accounts receivable<br />

Inventory<br />

Prepaid expenses<br />

Deposits<br />

Other current assetts<br />

TOTAL CURRENT ASSETS<br />

FIXED ASSETS<br />

Machinery & Equipment<br />

Furniture & Fixtures<br />

Leaseholder improvements<br />

Land & Buildings<br />

Other fixed assets<br />

TOTAL FIXED ASSETS (net of depreciation)<br />

OTHER ASSETS<br />

Intangibles intellectual property, patents,<br />

trademarks, copyright<br />

Other<br />

TOTAL OTHER ASSETS<br />

TOTAL ASSETS<br />

LIABILITIES<br />

Current liabilities<br />

Accounts payable<br />

Interest payable<br />

Tax payable<br />

Loans payable<br />

Payable to stockholders<br />

Owners equity<br />

TOTAL LIABILITIES<br />

<strong>2023</strong> BALANCE SHEET <strong>FOR</strong>ECAST<br />

On start date<br />

On end date<br />

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JANUARY<br />

MON 2 9 16 23 30<br />

TUE 3 10 17 24 31<br />

WED 4 11 18 25<br />

THU 5 12 19 26<br />

FRI 6 13 20 27<br />

SAT 7 14 21 28<br />

SUN 1 8 15 22 29<br />

APRIL<br />

MON 3 10 17 24<br />

TUE 4 11 18 25<br />

WED 5 12 19 26<br />

THU 6 13 20 27<br />

FRI 7 14 21 28<br />

SAT 1 8 15 22 29<br />

SUN 2 9 16 23 30<br />

JULY<br />

MON 3 10 17 24 31<br />

TUE 4 11 18 25<br />

WED 5 12 19 26<br />

THU 6 13 20 27<br />

FRI 7 14 21 28<br />

SAT 1 8 15 22 29<br />

SUN 2 9 16 23 30<br />

OCTOBER<br />

MON 2 9 16 23 30<br />

TUE 3 10 17 24 31<br />

WED 4 11 18 25<br />

THU 5 12 19 26<br />

FRI 6 13 20 27<br />

SAT 7 14 21 28<br />

SUN 1 8 15 22 29<br />

<strong>2023</strong><br />

FEBRUARY<br />

MON 6 13 20 27<br />

TUE 7 14 21 28<br />

WED 1 8 15 22<br />

THU 2 9 16 23<br />

FRI 3 10 17 24<br />

SAT 4 11 18 25<br />

SUN 5 12 19 26<br />

MAY<br />

MON 1 8 15 22 29<br />

TUE 2 9 16 23 30<br />

WED 3 10 17 24 31<br />

THU 4 11 18 25<br />

FRI 5 12 19 26<br />

SAT 6 13 20 27<br />

SUN 7 14 21 28<br />

AUGUST<br />

MON 7 14 21 28<br />

TUE 1 8 15 22 29<br />

WED 2 9 16 23 30<br />

THU 3 10 17 24 31<br />

FRI 4 11 18 25<br />

SAT 5 12 19 26<br />

SUN 6 13 20 27<br />

NOVEMBER<br />

MON 6 13 20 27<br />

TUE 7 14 21 28<br />

WED 1 8 15 22 29<br />

THU 2 9 16 23 30<br />

FRI 3 10 17 24<br />

SAT 4 11 18 25<br />

SUN 5 12 19 26<br />

MARCH<br />

MON 6 13 20 27<br />

TUE 7 14 21 28<br />

WED 1 8 15 22 29<br />

THU 2 9 16 23 30<br />

FRI 3 10 17 24 31<br />

SAT 4 11 18 25<br />

SUN 5 12 19 26<br />

JUNE<br />

MON 5 12 19 26<br />

TUE 6 13 20 27<br />

WED 7 14 21 28<br />

THU 1 8 15 22 29<br />

FRI 2 9 16 23 30<br />

SAT 3 10 17 24<br />

SUN 4 11 18 25<br />

SEPTEMBER<br />

MON 4 11 18 25<br />

TUE 5 12 19 26<br />

WED 6 13 20 27<br />

THU 7 14 21 28<br />

FRI 1 8 15 22 29<br />

SAT 2 9 16 23 30<br />

SUN 3 10 17 24<br />

DECEMBER<br />

MON 4 11 18 25<br />

TUE 5 12 19 26<br />

WED 6 13 20 27<br />

THU 7 14 21 28<br />

FRI 1 8 15 22 29<br />

SAT 2 9 16 23 30<br />

SUN 3 10 17 24 31<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JANUARY<br />

MONDAY TUESDAY WEDNESDAY THURSDAY<br />

2 3 4 5<br />

9 10 11 12<br />

16 17 18 19<br />

23 24 25 26<br />

30 31<br />

POSITIVE HABITS<br />

“Fortune sides with him who dares.” - Virgil<br />

Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JANUARY<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

1<br />

6 7 8<br />

13 14 15<br />

20 21 22<br />

27 28 29<br />

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JANUARY <strong>PRO</strong>JECT <strong>PLANNER</strong><br />

1. Write a title for each project and list everything you need to do under that title.<br />

2. Prioritise each task/action with a number (P)<br />

3. Write approximately how long it will take (T)<br />

4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)<br />

<strong>PRO</strong>JECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JANUARY GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Date: Content Title/Subject Blog Video/Reel Image Post Webinar<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Live Video Text Post Podcast Info Graphic Poll<br />

Curated<br />

Content<br />

Call to Action<br />

SM Platform<br />

Names<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


26 DECEMBER 2022 – 01 JANUARY <strong>2023</strong><br />

TO WATCH/READ/NOTES/IDEAS<br />

“It always seems impossible until it’s done.”<br />

Nelson Mandela<br />

REGULAR ACTION<br />

26 MONDAY 27 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


26 DECEMBER 2022 – 01 JANUARY <strong>2023</strong><br />

NOTES<br />

TO BUY/EXPENSES<br />

28 WEDNESDAY 29 THURSDAY 30 FRIDAY 31 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

01 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


02 JANUARY – 08 JANUARY<br />

TO WATCH/READ/NOTES/IDEAS<br />

“What would you do if you weren’t afraid?”<br />

Sheryl Sandberg<br />

REGULAR ACTION<br />

02 MONDAY 03 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


02 JANUARY – 08 JANUARY<br />

NOTES<br />

TO BUY/EXPENSES<br />

04 WEDNESDAY 05 THURSDAY 06 FRIDAY 07 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

08 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


09 JANUARY – 15 JANUARY<br />

“Start where you are. Use what you have. Do<br />

what you can.”<br />

Arthur Ashe<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

09 MONDAY 10 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


09 JANUARY – 15 JANUARY<br />

NOTES<br />

TO BUY/EXPENSES<br />

11 WEDNESDAY 12 THURSDAY 13 FRIDAY 14 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

15 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


16 JANUARY – 22 JANUARY<br />

“Success is a journey, not a destination.<br />

The doing is often more important than the<br />

outcome.”<br />

Arthur Ashe<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

16 MONDAY 17 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


16 JANUARY – 22 JANUARY<br />

NOTES<br />

TO BUY/EXPENSES<br />

18 WEDNESDAY 19 THURSDAY 20 FRIDAY 21 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

22 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


23 JANUARY – 29 JANUARY<br />

TO WATCH/READ/NOTES/IDEAS<br />

“If you can dream it, you can do it.”<br />

Walt Disney<br />

REGULAR ACTION<br />

23 MONDAY 24 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


23 JANUARY – 29 JANUARY<br />

NOTES<br />

TO BUY/EXPENSES<br />

25 WEDNESDAY 26 THURSDAY 27 FRIDAY 28 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

29 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


30 JANUARY – 05 FEBRUARY<br />

“Setting goals is the first step in turning the<br />

invisible into the visible.”<br />

Tony Robbins<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

30 MONDAY 31 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


30 JANUARY – 05 FEBRUARY<br />

NOTES<br />

TO BUY/EXPENSES<br />

01 WEDNESDAY 02 THURSDAY 03 FRIDAY 04 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

05 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JANUARY <strong>PRO</strong>FIT & LOSS STATEMENT<br />

This summarises your revenues, costs and expenses incurred during this month.<br />

It shows the ability of your business to generate profit by increasing revenue and reducing costs.<br />

Sales/Revenue Forecast Actual<br />

SALES REVENUE<br />

COST OF GOODS SOLD<br />

GROSS <strong>PRO</strong>FIT<br />

OPERATING EXPENSES<br />

TOTAL EXPENSES<br />

NET <strong>PRO</strong>FIT BE<strong>FOR</strong>E TAXES<br />

Income Taxes<br />

NET <strong>PRO</strong>FIT AFTER TAXES<br />

Owner drawings or dividend<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JANUARY CASHFLOW<br />

The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.<br />

It records what is actually received and paid. This will indicate when your expenses are too high and help you<br />

determine if you should arrange short term investments to deal with cash flow surpluses.<br />

It will also highlights how much capital investment your business needs.<br />

Opening Bank & Cash Balance<br />

Bank Account<br />

Cash<br />

CASH RECEIPTS<br />

Cash Sales<br />

Loan/other cash injection<br />

Other<br />

TOTAL CASH RECEIPTS<br />

TOTAL CASH AVAILABLE (before cash out)<br />

CASH <strong>PA</strong>ID OUT<br />

SUBTOTAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

TOTAL CASH <strong>PA</strong>ID OUT<br />

CASH POSITION<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


FEBRUARY<br />

MONDAY TUESDAY WEDNESDAY THURSDAY<br />

1 2<br />

6 7 8 9<br />

13 14 15 16<br />

20 21 22 23<br />

27 28<br />

POSITIVE HABITS<br />

“The harder you fall, the heavier your heart; the heavier your heart, the stronger you climb; the stronger you climb,<br />

the higher your pedestal.”- Criss Jami<br />

Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


FEBRUARY<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

3 4 5<br />

10 11 12<br />

17 18 19<br />

24 25 26<br />

13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


FEBRUARY <strong>PRO</strong>JECT <strong>PLANNER</strong><br />

1. Write a title for each project and list everything you need to do under that title.<br />

2. Prioritise each task/action with a number (P)<br />

3. Write approximately how long it will take (T)<br />

4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)<br />

<strong>PRO</strong>JECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


FEBRUARY GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Date: Content Title/Subject Blog Video/Reel Image Post Webinar<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Live Video Text Post Podcast Info Graphic Poll<br />

Curated<br />

Content<br />

Call to Action<br />

SM Platform<br />

Names<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


06 FEBRUARY – 12 FEBRUARY<br />

“Knowing is not enough; we must apply. Willing is not<br />

enough; we must do.”<br />

Johann Wolfgang von Goethe<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

06 MONDAY 07 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


06 FEBRUARY – 12 FEBRUARY<br />

NOTES<br />

TO BUY/EXPENSES<br />

08 WEDNESDAY 09 THURSDAY 10 FRIDAY 11 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

12 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


13 FEBRUARY – 19 FEBRUARY<br />

TO WATCH/READ/NOTES/IDEAS<br />

“Step by step and the thing is done.”<br />

Charles Atlas<br />

REGULAR ACTION<br />

13 MONDAY 14 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


13 FEBRUARY – 19 FEBRUARY<br />

NOTES<br />

TO BUY/EXPENSES<br />

15 WEDNESDAY 16 THURSDAY 17 FRIDAY 18 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

19 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


20 FEBRUARY – 26 FEBRUARY<br />

“Expect problems and eat them for<br />

breakfast.”<br />

Alfred A. Montapert<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

20 MONDAY 21 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


20 FEBRUARY – 26 FEBRUARY<br />

NOTES<br />

TO BUY/EXPENSES<br />

22 WEDNESDAY 23 THURSDAY 24 FRIDAY 25 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

26 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


27 FEBRUARY – 05 MARCH<br />

“You must immerse yourself in your work. You<br />

have to fall in love with your work … You must<br />

dedicate your life to mastering your skill. That’s<br />

the secret of success.”<br />

Chef Jiro<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

27 MONDAY 28 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


27 FEBRUARY – 05 MARCH<br />

NOTES<br />

TO BUY/EXPENSES<br />

01 WEDNESDAY 02 THURSDAY 03 FRIDAY 04 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

05 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


FEBRUARY <strong>PRO</strong>FIT & LOSS STATEMENT<br />

This summarises your revenues, costs and expenses incurred during this month.<br />

It shows the ability of your business to generate profit by increasing revenue and reducing costs.<br />

Sales/Revenue Forecast Actual<br />

SALES REVENUE<br />

COST OF GOODS SOLD<br />

GROSS <strong>PRO</strong>FIT<br />

OPERATING EXPENSES<br />

TOTAL EXPENSES<br />

NET <strong>PRO</strong>FIT BE<strong>FOR</strong>E TAXES<br />

Income Taxes<br />

NET <strong>PRO</strong>FIT AFTER TAXES<br />

Owner drawings or dividend<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


FEBRUARY CASHFLOW<br />

The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.<br />

It records what is actually received and paid. This will indicate when your expenses are too high and help you<br />

determine if you should arrange short term investments to deal with cash flow surpluses.<br />

It will also highlights how much capital investment your business needs.<br />

Opening Bank & Cash Balance<br />

Bank Account<br />

Cash<br />

CASH RECEIPTS<br />

Cash Sales<br />

Loan/other cash injection<br />

Other<br />

TOTAL CASH RECEIPTS<br />

TOTAL CASH AVAILABLE (before cash out)<br />

CASH <strong>PA</strong>ID OUT<br />

SUBTOTAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

TOTAL CASH <strong>PA</strong>ID OUT<br />

CASH POSITION<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


MARCH<br />

MONDAY TUESDAY WEDNESDAY THURSDAY<br />

1 2<br />

6 7 8 9<br />

13 14 15 16<br />

20 21 22 23<br />

27 28 29 30<br />

POSITIVE HABITS<br />

“Don’t let mental blocks control you. Set yourself free. Confront your fear and turn the mental blocks into building<br />

blocks.” - Dr Roopleen<br />

Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


MARCH<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

3 4 5<br />

10 11 12<br />

17 18 19<br />

24 25 26<br />

31<br />

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


MARCH GOALS & ACTIONS<br />

1. Write a title for each project and list everything you need to do under that title.<br />

2. Prioritise each task/action with a number (P)<br />

3. Write approximately how long it will take (T)<br />

4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)<br />

<strong>PRO</strong>JECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


MARCH GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Date: Content Title/Subject Blog Video/Reel Image Post Webinar<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Live Video Text Post Podcast Info Graphic Poll<br />

Curated<br />

Content<br />

Call to Action<br />

SM Platform<br />

Names<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


06 MARCH – 12 MARCH<br />

“What you get by achieving your goals is not as<br />

important as what you become by achieving your<br />

goals.”<br />

Zig Ziglar<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

06 MONDAY 07 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


06 MARCH – 12 MARCH<br />

NOTES<br />

TO BUY/EXPENSES<br />

08 WEDNESDAY 09 THURSDAY 10 FRIDAY 11 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

12 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


13 MARCH – 19 MARCH<br />

“I’ve found that luck is quite predictable. If you want<br />

more luck, take more chances. Be more active. Show<br />

up more often.”<br />

Brian Tracy<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

13 MONDAY 14 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


13 MARCH – 19 MARCH<br />

NOTES<br />

TO BUY/EXPENSES<br />

15 WEDNESDAY 16 THURSDAY 17 FRIDAY 18 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

19 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


20 MARCH – 26 MARCH<br />

“Opportunities don’t happen. You<br />

create them.”<br />

Chris Grosser<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

20 MONDAY 21 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


20 MARCH – 26 MARCH<br />

NOTES<br />

TO BUY/EXPENSES<br />

22 WEDNESDAY 23 THURSDAY 24 FRIDAY 25 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

26 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


27 MARCH – 02 APRIL<br />

“Successful people do what unsuccessful people<br />

are not willing to do. Don’t wish it were easier;<br />

wish you were better.”<br />

Jim Rohn<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

27 MONDAY 28 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


27 MARCH – 02 APRIL<br />

NOTES<br />

TO BUY/EXPENSES<br />

29 WEDNESDAY 30 THURSDAY 31 FRIDAY 01 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

02 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


MARCH <strong>PRO</strong>FIT & LOSS STATEMENT<br />

This summarises your revenues, costs and expenses incurred during this month.<br />

It shows the ability of your business to generate profit by increasing revenue and reducing costs.<br />

Sales/Revenue Forecast Actual<br />

SALES REVENUE<br />

COST OF GOODS SOLD<br />

GROSS <strong>PRO</strong>FIT<br />

OPERATING EXPENSES<br />

TOTAL EXPENSES<br />

NET <strong>PRO</strong>FIT BE<strong>FOR</strong>E TAXES<br />

Income Taxes<br />

NET <strong>PRO</strong>FIT AFTER TAXES<br />

Owner drawings or dividend<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


MARCH CASHFLOW<br />

The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.<br />

It records what is actually received and paid. This will indicate when your expenses are too high and help you<br />

determine if you should arrange short term investments to deal with cash flow surpluses.<br />

It will also highlights how much capital investment your business needs.<br />

Opening Bank & Cash Balance<br />

Bank Account<br />

Cash<br />

CASH RECEIPTS<br />

Cash Sales<br />

Loan/other cash injection<br />

Other<br />

TOTAL CASH RECEIPTS<br />

TOTAL CASH AVAILABLE (before cash out)<br />

CASH <strong>PA</strong>ID OUT<br />

SUBTOTAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

TOTAL CASH <strong>PA</strong>ID OUT<br />

CASH POSITION<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


APRIL<br />

MONDAY TUESDAY WEDNESDAY THURSDAY<br />

3 4 5 6<br />

10 11 12 13<br />

17 18 19 20<br />

24 25 26 27<br />

POSITIVE HABITS<br />

“You may be the only person left who believes in you, but it’s enough. It takes just one star to pierce a universe of<br />

darkness. Never give up.” - Richelle E. Goodrich<br />

Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


APRIL<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

1 2<br />

7 8 9<br />

14 15 16<br />

21 22 23<br />

28 29 30<br />

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


APRIL GOALS & ACTIONS<br />

1. Write a title for each project and list everything you need to do under that title.<br />

2. Prioritise each task/action with a number (P)<br />

3. Write approximately how long it will take (T)<br />

4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)<br />

<strong>PRO</strong>JECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


APRIL GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Date: Content Title/Subject Blog Video/Reel Image Post Webinar<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Live Video Text Post Podcast Info Graphic Poll<br />

Curated<br />

Content<br />

Call to Action<br />

SM Platform<br />

Names<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


03 APRIL – 09 APRIL<br />

”I feel that luck is preparation meeting opportunity.”<br />

Oprah Winfrey<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

03 MONDAY 04 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


03 APRIL – 09 APRIL<br />

NOTES<br />

TO BUY/EXPENSES<br />

05 WEDNESDAY 06 THURSDAY 07 FRIDAY 08 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

09 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


10 APRIL – 16 APRIL<br />

“The ones who are crazy enough to think they<br />

can change the world, are the ones that do.”<br />

Anonymous<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

10 MONDAY 11 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


10 APRIL – 16 APRIL<br />

NOTES<br />

TO BUY/EXPENSES<br />

12 WEDNESDAY 13 THURSDAY 14 FRIDAY 15 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

16 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


17 APRIL – 23 APRIL<br />

“Do one thing every day that scares you.”<br />

Anonymous<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

17 MONDAY 18 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


17 APRIL – 23 APRIL<br />

NOTES<br />

TO BUY/EXPENSES<br />

19 WEDNESDAY 20 THURSDAY 21 FRIDAY 22 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

23 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


24 APRIL – 30 APRIL<br />

“All progress takes place outside the comfort<br />

zone.”<br />

Michael John Bobak<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

24 MONDAY 25 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


24 APRIL – 30 APRIL<br />

NOTES<br />

TO BUY/EXPENSES<br />

26 WEDNESDAY 27 THURSDAY 28 FRIDAY 29 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

30 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


APRIL <strong>PRO</strong>FIT & LOSS STATEMENT<br />

This summarises your revenues, costs and expenses incurred during this month.<br />

It shows the ability of your business to generate profit by increasing revenue and reducing costs.<br />

Sales/Revenue Forecast Actual<br />

SALES REVENUE<br />

COST OF GOODS SOLD<br />

GROSS <strong>PRO</strong>FIT<br />

OPERATING EXPENSES<br />

TOTAL EXPENSES<br />

NET <strong>PRO</strong>FIT BE<strong>FOR</strong>E TAXES<br />

Income Taxes<br />

NET <strong>PRO</strong>FIT AFTER TAXES<br />

Owner drawings or dividend<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


APRIL CASHFLOW<br />

The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.<br />

It records what is actually received and paid. This will indicate when your expenses are too high and help you<br />

determine if you should arrange short term investments to deal with cash flow surpluses.<br />

It will also highlights how much capital investment your business needs.<br />

Opening Bank & Cash Balance<br />

Bank Account<br />

Cash<br />

CASH RECEIPTS<br />

Cash Sales<br />

Loan/other cash injection<br />

Other<br />

TOTAL CASH RECEIPTS<br />

TOTAL CASH AVAILABLE (before cash out)<br />

CASH <strong>PA</strong>ID OUT<br />

SUBTOTAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

TOTAL CASH <strong>PA</strong>ID OUT<br />

CASH POSITION<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


MAY<br />

MONDAY TUESDAY WEDNESDAY THURSDAY<br />

1 2 3 4<br />

8 9 10 11<br />

15 16 17 18<br />

22 23 24 25<br />

29 30 31<br />

POSITIVE HABITS<br />

“Our way of thinking creates good or bad outcomes.” - Stephen Richards<br />

Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

MAY<br />

5 6 7<br />

12 13 14<br />

19 20 21<br />

26 27 28<br />

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


MAY GOALS & ACTIONS<br />

1. Write a title for each project and list everything you need to do under that title.<br />

2. Prioritise each task/action with a number (P)<br />

3. Write approximately how long it will take (T)<br />

4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)<br />

<strong>PRO</strong>JECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


MAY GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Date: Content Title/Subject Blog Video/Reel Image Post Webinar<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Live Video Text Post Podcast Info Graphic Poll<br />

Curated<br />

Content<br />

Call to Action<br />

SM Platform<br />

Names<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


01 MAY – 07 MAY<br />

“If you really look closely, most overnight successes<br />

took a long time.”<br />

Steve Jobs<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

01 MONDAY 02 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


01 MAY – 07 MAY<br />

NOTES<br />

TO BUY/EXPENSES<br />

03 WEDNESDAY 04 THURSDAY 05 FRIDAY 06 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

07 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


08 MAY – 14 MAY<br />

“The successful warrior is the average man,<br />

with laser-like focus.”<br />

Bruce Lee<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

08 MONDAY 09 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


08 MAY – 14 MAY<br />

NOTES<br />

TO BUY/EXPENSES<br />

10 WEDNESDAY 11 THURSDAY 12 FRIDAY 13 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

14 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


15 MAY – 21 MAY<br />

“Success seems to be connected with action.<br />

Successful people keep moving. They make<br />

mistakes, but they don’t quit.”<br />

Conrad Hilton<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

15 MONDAY 16 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


15 MAY – 21 MAY<br />

NOTES<br />

TO BUY/EXPENSES<br />

17 WEDNESDAY 18 THURSDAY 19 FRIDAY 20 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

21 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


22 MAY – 28 MAY<br />

“Success is not the key to happiness. Happiness<br />

is the key to success. If you love what you are<br />

doing, you will be successful.”<br />

Albert Schweitzer<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

22 MONDAY 23 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


22 MAY – 28 MAY<br />

NOTES<br />

TO BUY/EXPENSES<br />

24 WEDNESDAY 25 THURSDAY 26 FRIDAY 27 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

28 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


29 MAY – 04 JUNE<br />

“I’m convinced that about half of what separates the<br />

successful entrepreneurs from the non-successful<br />

ones is pure perseverance.”<br />

Steve Jobs<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

29 MONDAY 30 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


29 MAY – 04 JUNE<br />

NOTES<br />

TO BUY/EXPENSES<br />

31 WEDNESDAY 01 THURSDAY 02 FRIDAY 03 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

04 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


MAY <strong>PRO</strong>FIT & LOSS STATEMENT<br />

This summarises your revenues, costs and expenses incurred during this month.<br />

It shows the ability of your business to generate profit by increasing revenue and reducing costs.<br />

Sales/Revenue Forecast Actual<br />

SALES REVENUE<br />

COST OF GOODS SOLD<br />

GROSS <strong>PRO</strong>FIT<br />

OPERATING EXPENSES<br />

TOTAL EXPENSES<br />

NET <strong>PRO</strong>FIT BE<strong>FOR</strong>E TAXES<br />

Income Taxes<br />

NET <strong>PRO</strong>FIT AFTER TAXES<br />

Owner drawings or dividend<br />

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INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


MAY CASHFLOW<br />

The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.<br />

It records what is actually received and paid. This will indicate when your expenses are too high and help you<br />

determine if you should arrange short term investments to deal with cash flow surpluses.<br />

It will also highlights how much capital investment your business needs.<br />

Opening Bank & Cash Balance<br />

Bank Account<br />

Cash<br />

CASH RECEIPTS<br />

Cash Sales<br />

Loan/other cash injection<br />

Other<br />

TOTAL CASH RECEIPTS<br />

TOTAL CASH AVAILABLE (before cash out)<br />

CASH <strong>PA</strong>ID OUT<br />

SUBTOTAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

TOTAL CASH <strong>PA</strong>ID OUT<br />

CASH POSITION<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JUNE<br />

MONDAY TUESDAY WEDNESDAY THURSDAY<br />

1<br />

5 6 7 8<br />

12 13 14 15<br />

19 20 21 22<br />

26 27 28 29<br />

POSITIVE HABITS<br />

“Today is the only day in which we have any power.” - Steve Maraboli<br />

Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JUNE<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

2 3 4<br />

9 10 11<br />

16 17 18<br />

23 24 25<br />

30<br />

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JUNE <strong>PRO</strong>JECT <strong>PLANNER</strong><br />

1. Write a title for each project and list everything you need to do under that title.<br />

2. Prioritise each task/action with a number (P)<br />

3. Write approximately how long it will take (T)<br />

4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)<br />

<strong>PRO</strong>JECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JUNE GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Date: Content Title/Subject Blog Video/Reel Image Post Webinar<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Live Video Text Post Podcast Info Graphic Poll<br />

Curated<br />

Content<br />

Call to Action<br />

SM Platform<br />

Names<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


05 JUNE – 11 JUNE<br />

“If you can dream it, you can do it.”<br />

Walt Disney<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

05 MONDAY 06 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


05 JUNE – 11 JUNE<br />

NOTES<br />

TO BUY/EXPENSES<br />

07 WEDNESDAY 08 THURSDAY 09 FRIDAY 10 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

11 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


12 JUNE – 18 JUNE<br />

“In order to succeed, we must first believe that<br />

we can.”<br />

Nikos Kazantzakis<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

12 MONDAY 13 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


12 JUNE – 18 JUNE<br />

NOTES<br />

TO BUY/EXPENSES<br />

14 WEDNESDAY 15 THURSDAY 16 FRIDAY 17 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

18 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


19 JUNE – 25 JUNE<br />

“Be undeniably good. No marketing effort or social<br />

media buzzword can be a substitute for that.”<br />

Anthony Volodkin<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

19 MONDAY 20 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


19 JUNE – 25 JUNE<br />

NOTES<br />

TO BUY/EXPENSES<br />

21 WEDNESDAY 22 THURSDAY 23 FRIDAY 24 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

25 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


26 JUNE – 02 JULY<br />

“Congratulations!<br />

Today is your day.<br />

You’re off to Great Places!<br />

You’re off and away!”<br />

Dr. Seuss<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

26 MONDAY 27 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


26 JUNE – 02 JULY<br />

NOTES<br />

TO BUY/EXPENSES<br />

28 WEDNESDAY 29 THURSDAY 30 FRIDAY 01 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

02 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JUNE <strong>PRO</strong>FIT & LOSS STATEMENT<br />

This summarises your revenues, costs and expenses incurred during this month.<br />

It shows the ability of your business to generate profit by increasing revenue and reducing costs.<br />

Sales/Revenue Forecast Actual<br />

SALES REVENUE<br />

COST OF GOODS SOLD<br />

GROSS <strong>PRO</strong>FIT<br />

OPERATING EXPENSES<br />

TOTAL EXPENSES<br />

NET <strong>PRO</strong>FIT BE<strong>FOR</strong>E TAXES<br />

Income Taxes<br />

NET <strong>PRO</strong>FIT AFTER TAXES<br />

Owner drawings or dividend<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JUNE CASHFLOW<br />

The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.<br />

It records what is actually received and paid. This will indicate when your expenses are too high and help you<br />

determine if you should arrange short term investments to deal with cash flow surpluses.<br />

It will also highlights how much capital investment your business needs.<br />

Opening Bank & Cash Balance<br />

Bank Account<br />

Cash<br />

CASH RECEIPTS<br />

Cash Sales<br />

Loan/other cash injection<br />

Other<br />

TOTAL CASH RECEIPTS<br />

TOTAL CASH AVAILABLE (before cash out)<br />

CASH <strong>PA</strong>ID OUT<br />

SUBTOTAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

TOTAL CASH <strong>PA</strong>ID OUT<br />

CASH POSITION<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JULY<br />

MONDAY TUESDAY WEDNESDAY THURSDAY<br />

3 4 5 6<br />

10 11 12 13<br />

17 18 19 20<br />

24 25 26 27<br />

31<br />

POSITIVE HABITS<br />

“Success means we go to sleep at night knowing that our talents and ablities were used in a way that served<br />

others.”- Marianne Williamson<br />

Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JULY<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

1 2<br />

7 8 9<br />

14 15 16<br />

21 22 23<br />

28 29 30<br />

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JULY <strong>PRO</strong>JECT <strong>PLANNER</strong><br />

1. Write a title for each project and list everything you need to do under that title.<br />

2. Prioritise each task/action with a number (P)<br />

3. Write approximately how long it will take (T)<br />

4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)<br />

<strong>PRO</strong>JECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JULY GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Date: Content Title/Subject Blog Video/Reel Image Post Webinar<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Live Video Text Post Podcast Info Graphic Poll<br />

Curated<br />

Content<br />

Call to Action<br />

SM Platform<br />

Names<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


03 JULY – 09 JULY<br />

“Walk to your goal firmly and with bold steps.”<br />

Kahlil Gibran, The Prophet<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

03 MONDAY 04 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


03 JULY – 09 JULY<br />

NOTES<br />

TO BUY/EXPENSES<br />

05 WEDNESDAY 06 THURSDAY 07 FRIDAY 08 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

09 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


10 JULY – 16 JULY<br />

““Successful people have no fear of failure. But<br />

unsuccessful people do. Successful people have<br />

the resilience to face up to failure—learn the<br />

lessons and adapt from it.””<br />

Roy T. Bennett<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

10 MONDAY 11 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


10 JULY – 16 JULY<br />

NOTES<br />

TO BUY/EXPENSES<br />

12 WEDNESDAY 13 THURSDAY 14 FRIDAY 15 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

16 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


17 JULY – 23 JULY<br />

“What would you do if you weren’t afraid?”<br />

Sheryl Sandberg<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

17 MONDAY 18 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


17 JULY – 23 JULY<br />

NOTES<br />

TO BUY/EXPENSES<br />

19 WEDNESDAY 20 THURSDAY 21 FRIDAY 22 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

23 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


24 JULY – 30 JULY<br />

“Act as if what you do makes a difference. It<br />

does.”<br />

William James<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

24 MONDAY 25 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


24 JULY – 30 JULY<br />

NOTES<br />

TO BUY/EXPENSES<br />

26 WEDNESDAY 27 THURSDAY 28 FRIDAY 29 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

30 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


31 JULY – 06 AUGUST<br />

“If you care about what you do and work hard<br />

at it, there isn’t anything you can’t do if you<br />

want to.”<br />

Jim Henson<br />

TO WATCH/READ/NOTES/IDEAS<br />

REGULAR ACTION<br />

31 MONDAY 01 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Glasses of Water<br />

No of mins<br />

Meditation<br />

Glasses of Water<br />

Exercise<br />

Exercise


31 JULY – 06 AUGUST<br />

NOTES<br />

TO BUY/EXPENSES<br />

02 WEDNESDAY 03 THURSDAY 04 FRIDAY 05 SATURDAY<br />

1<br />

Goals Goals Goals<br />

1<br />

1<br />

AM<br />

2<br />

2<br />

2<br />

3<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

No of mins<br />

Glasses of Water<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

Meditation<br />

Exercise<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

06 SUNDAY<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JULY <strong>PRO</strong>FIT & LOSS STATEMENT<br />

This summarises your revenues, costs and expenses incurred during this month.<br />

It shows the ability of your business to generate profit by increasing revenue and reducing costs.<br />

Sales/Revenue Forecast Actual<br />

SALES REVENUE<br />

COST OF GOODS SOLD<br />

GROSS <strong>PRO</strong>FIT<br />

OPERATING EXPENSES<br />

TOTAL EXPENSES<br />

NET <strong>PRO</strong>FIT BE<strong>FOR</strong>E TAXES<br />

Income Taxes<br />

NET <strong>PRO</strong>FIT AFTER TAXES<br />

Owner drawings or dividend<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


JULY CASHFLOW<br />

The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.<br />

It records what is actually received and paid. This will indicate when your expenses are too high and help you<br />

determine if you should arrange short term investments to deal with cash flow surpluses.<br />

It will also highlights how much capital investment your business needs.<br />

Opening Bank & Cash Balance<br />

Bank Account<br />

Cash<br />

CASH RECEIPTS<br />

Cash Sales<br />

Loan/other cash injection<br />

Other<br />

TOTAL CASH RECEIPTS<br />

TOTAL CASH AVAILABLE (before cash out)<br />

CASH <strong>PA</strong>ID OUT<br />

SUBTOTAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

TOTAL CASH <strong>PA</strong>ID OUT<br />

CASH POSITION<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


AUGUST<br />

MONDAY TUESDAY WEDNESDAY THURSDAY<br />

1 2 3<br />

7 8 9 10<br />

14 15 16 17<br />

21 22 23 24<br />

28 29 30 31<br />

POSITIVE HABITS<br />

“Vision without execution is just hallucination.” - Henry Ford<br />

Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


AUGUST<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

4 5 6<br />

11 12 13<br />

18 19 20<br />

25 26 27<br />

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


AUGUST <strong>PRO</strong>JECT <strong>PLANNER</strong><br />

1. Write a title for each project and list everything you need to do under that title.<br />

2. Prioritise each task/action with a number (P)<br />

3. Write approximately how long it will take (T)<br />

4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)<br />

<strong>PRO</strong>JECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


AUGUST GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Date: Content Title/Subject Blog Video/Reel Image Post Webinar<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Live Video Text Post Podcast Info Graphic Poll<br />

Curated<br />

Content<br />

Call to Action<br />

SM Platform<br />

Names<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


07 AUGUST – 13 AUGUST<br />

“The universe doesn’t give you what you ask<br />

for with your thoughts - it gives you what you<br />

demand with your actions.”<br />

Steve Maraboli<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

07 MONDAY 08 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


07 AUGUST – 13 AUGUST<br />

NOTES<br />

TO BUY/EXPENSES<br />

09 WEDNESDAY 10 THURSDAY 11 FRIDAY 12 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

13 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


14 AUGUST – 20 AUGUST<br />

“I never dreamed about success, I worked for it.”<br />

Estée Lauder<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

14 MONDAY 15 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


14 AUGUST – 20 AUGUST<br />

NOTES<br />

TO BUY/EXPENSES<br />

16 WEDNESDAY 17 THURSDAY 18 FRIDAY 19 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

20 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


21 AUGUST – 27 AUGUST<br />

“Lay plans for something big by starting with<br />

it when small.”<br />

Lao Tzu<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

TO WATCH/READ/NOTES/IDEAS<br />

19 21 MONDAY 20 22 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


21 AUGUST – 27 AUGUST<br />

NOTES<br />

TO BUY/EXPENSES<br />

21 23 WEDNESDAY 22 24 THURSDAY 23 25 FRIDAY 24 26 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

27 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


28 AUGUST – 03 SEPTEMBER<br />

“I have not failed. I’ve just found 10,000 ways that<br />

won’t work.”<br />

Thomas Edison<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

28 MONDAY 29 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


28 AUGUST – 03 SEPTEMBER<br />

NOTES<br />

TO BUY/EXPENSES<br />

30 WEDNESDAY 31 THURSDAY 01 FRIDAY 02 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

03 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


AUGUST <strong>PRO</strong>FIT & LOSS STATEMENT<br />

This summarises your revenues, costs and expenses incurred during this month.<br />

It shows the ability of your business to generate profit by increasing revenue and reducing costs.<br />

Sales/Revenue Forecast Actual<br />

SALES REVENUE<br />

COST OF GOODS SOLD<br />

GROSS <strong>PRO</strong>FIT<br />

OPERATING EXPENSES<br />

TOTAL EXPENSES<br />

NET <strong>PRO</strong>FIT BE<strong>FOR</strong>E TAXES<br />

Income Taxes<br />

NET <strong>PRO</strong>FIT AFTER TAXES<br />

Owner drawings or dividend<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


AUGUST CASHFLOW<br />

The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.<br />

It records what is actually received and paid. This will indicate when your expenses are too high and help you<br />

determine if you should arrange short term investments to deal with cash flow surpluses.<br />

It will also highlights how much capital investment your business needs.<br />

Opening Bank & Cash Balance<br />

Bank Account<br />

Cash<br />

CASH RECEIPTS<br />

Cash Sales<br />

Loan/other cash injection<br />

Other<br />

TOTAL CASH RECEIPTS<br />

TOTAL CASH AVAILABLE (before cash out)<br />

CASH <strong>PA</strong>ID OUT<br />

SUBTOTAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

TOTAL CASH <strong>PA</strong>ID OUT<br />

CASH POSITION<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SEPTEMBER<br />

MONDAY TUESDAY WEDNESDAY THURSDAY<br />

4 5 6 7<br />

11 12 13 14<br />

18 19 20 21<br />

25 26 27 28<br />

POSITIVE HABITS<br />

“It’s a funny thing about life, once you begin to take note of the things you are grateful for, you begin to lose sight of the<br />

things that you lack.” - Germany Kent<br />

Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SEPTEMBER<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

1 2 3<br />

8 9 10<br />

15 16 17<br />

22 23 24<br />

29 30<br />

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SEPTEMBER <strong>PRO</strong>JECT <strong>PLANNER</strong><br />

1. Write a title for each project and list everything you need to do under that title.<br />

2. Prioritise each task/action with a number (P)<br />

3. Write approximately how long it will take (T)<br />

4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)<br />

<strong>PRO</strong>JECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SEPTEMBER GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Date: Content Title/Subject Blog Video/Reel Image Post Webinar<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Live Video Text Post Podcast Info Graphic Poll<br />

Curated<br />

Content<br />

Call to Action<br />

SM Platform<br />

Names<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


04 SEPTEMBER – 10 SEPTEMBER<br />

“The pessimist sees difficulty in every<br />

opportunity. The optimist sees the<br />

opportunity in every difficulty.”<br />

Winston Churchill<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

04 MONDAY 05 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


04 SEPTEMBER – 10 SEPTEMBER<br />

NOTES<br />

TO BUY/EXPENSES<br />

06 WEDNESDAY 07 THURSDAY 08 FRIDAY 09 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

10 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


11 SEPTEMBER – 17 SEPTEMBER<br />

“The biggest adventure you can take is to live<br />

the life of your dreams.”<br />

Michael Jordan<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

11 MONDAY 12 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


11 SEPTEMBER – 17 SEPTEMBER<br />

NOTES<br />

TO BUY/EXPENSES<br />

13 WEDNESDAY 14 THURSDAY 15 FRIDAY 16 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

17 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


18 SEPTEMBER – 24 SEPTEMBER<br />

TO WATCH/READ/NOTES/IDEAS<br />

“Believe you can and you’re halfway there.”<br />

Theodore Roosevelt<br />

REGULAR ACTION<br />

18 MONDAY 19 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

1<br />

2<br />

2<br />

3<br />

3<br />

7.00am<br />

7.00am<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Exercise<br />

Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


18 SEPTEMBER – 24 SEPTEMBER<br />

NOTES<br />

TO BUY/EXPENSES<br />

20 WEDNESDAY 21 THURSDAY 22 FRIDAY 23 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

24 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


25 SEPTEMBER – 01 OCTOBER<br />

“Some people look for a beautiful place. Others<br />

make a place beautiful.”<br />

Hazrat Inayat Khan<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

25 MONDAY 26 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


25 SEPTEMBER – 01 OCTOBER<br />

NOTES<br />

TO BUY/EXPENSES<br />

27 WEDNESDAY 28 THURSDAY 29 FRIDAY 30 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

01 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SEPTEMBER <strong>PRO</strong>FIT & LOSS STATEMENT<br />

This summarises your revenues, costs and expenses incurred during this month.<br />

It shows the ability of your business to generate profit by increasing revenue and reducing costs.<br />

Sales/Revenue Forecast Actual<br />

SALES REVENUE<br />

COST OF GOODS SOLD<br />

GROSS <strong>PRO</strong>FIT<br />

OPERATING EXPENSES<br />

TOTAL EXPENSES<br />

NET <strong>PRO</strong>FIT BE<strong>FOR</strong>E TAXES<br />

Income Taxes<br />

NET <strong>PRO</strong>FIT AFTER TAXES<br />

Owner drawings or dividend<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SEPTEMBER CASHFLOW<br />

The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.<br />

It records what is actually received and paid. This will indicate when your expenses are too high and help you<br />

determine if you should arrange short term investments to deal with cash flow surpluses.<br />

It will also highlights how much capital investment your business needs.<br />

Opening Bank & Cash Balance<br />

Bank Account<br />

Cash<br />

CASH RECEIPTS<br />

Cash Sales<br />

Loan/other cash injection<br />

Other<br />

TOTAL CASH RECEIPTS<br />

TOTAL CASH AVAILABLE (before cash out)<br />

CASH <strong>PA</strong>ID OUT<br />

SUBTOTAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

TOTAL CASH <strong>PA</strong>ID OUT<br />

CASH POSITION<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


OCTOBER<br />

MONDAY TUESDAY WEDNESDAY THURSDAY<br />

2 3 4 5<br />

9 10 11 12<br />

16 17 18 19<br />

23 24 25 26<br />

30 31<br />

POSITIVE HABITS<br />

“The way of success is the way of continuous pursuit of knowledge.” - Napoleon Hill<br />

Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


OCTOBER<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

1<br />

6 7 8<br />

13 14 15<br />

20 21 22<br />

27 28 29<br />

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


OCTOBER <strong>PRO</strong>JECT <strong>PLANNER</strong><br />

1. Write a title for each project and list everything you need to do under that title.<br />

2. Prioritise each task/action with a number (P)<br />

3. Write approximately how long it will take (T)<br />

4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)<br />

<strong>PRO</strong>JECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


OCTOBER GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Date: Content Title/Subject Blog Video/Reel Image Post Webinar<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Live Video Text Post Podcast Info Graphic Poll<br />

Curated<br />

Content<br />

Call to Action<br />

SM Platform<br />

Names<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


02 OCTOBER – 08 OCTOBER<br />

“When you take risks you learn that there will be<br />

times when you succeed and there will be times<br />

when you fail, and both are equally important.”<br />

Ellen DeGeneres<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

02 MONDAY 03 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


02 OCTOBER – 08 OCTOBER<br />

NOTES<br />

TO BUY/EXPENSES<br />

04 WEDNESDAY 05 THURSDAY 06 FRIDAY 07 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

08 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


09 OCTOBER – 15 OCTOBER<br />

“Someone is sitting in the shade today<br />

because someone planted a tree a long time<br />

ago.”<br />

Warren Buffett<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

09 MONDAY 10 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


09 OCTOBER – 15 OCTOBER<br />

NOTES<br />

TO BUY/EXPENSES<br />

11 WEDNESDAY 12 THURSDAY 13 FRIDAY 14 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

15 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


16 OCTOBER – 22 OCTOBER<br />

“Unless you dream, you’re not going to achieve<br />

anything.”<br />

Richard Branson<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

16 MONDAY 17 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


16 OCTOBER – 22 OCTOBER<br />

NOTES<br />

TO BUY/EXPENSES<br />

18 WEDNESDAY 19 THURSDAY 20 FRIDAY 21 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

9.00am<br />

9.00am<br />

9.00am<br />

PM<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

AM<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

22 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


23 OCTOBER – 29 OCTOBER<br />

”My mission in life is not merely to survive, but<br />

to thrive; and to do so with some passion, some<br />

compassion, some humor, and some style.”<br />

Maya Angelou<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

23 MONDAY 24 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


23 OCTOBER – 29 OCTOBER<br />

NOTES<br />

TO BUY/EXPENSES<br />

25 WEDNESDAY 26 THURSDAY 27 FRIDAY 28 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

29 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


30 OCTOBER – 05 NOVEMBER<br />

“Never stop dreaming,<br />

never stop believing,<br />

never give up,<br />

never stop trying, and<br />

never stop learning.”<br />

Roy T. Bennett<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

30 MONDAY 31 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


30 OCTOBER – 05 NOVEMBER<br />

NOTES<br />

TO BUY/EXPENSES<br />

01 WEDNESDAY 02 THURSDAY 03 FRIDAY 04 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

05 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

Your achievements (big & small)<br />

What worked?<br />

What didn’t?<br />

WEEKLY REVIEW<br />

REVIEW • REFLECT • IM<strong>PRO</strong>VE<br />

Actual<br />

Actual<br />

YouTube<br />

Google+<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

What goals didn’t you achieve?<br />

What do you need to do to achieve these<br />

goals? Eg., reading, research, time, training,<br />

outsourcing<br />

Gratitude journal<br />

Gratitude is your open door to abundance and blessing.<br />

What are you thankful for?<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


WEEKLY REVIEW<br />

IDEA AND INSPIRATION VAULT<br />

Never forget an idea again! Write it down and store it here.<br />

Be inspired • Doodle • Scribble • MindMap • Brainstorm<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


OCTOBER <strong>PRO</strong>FIT & LOSS STATEMENT<br />

This summarises your revenues, costs and expenses incurred during this month.<br />

It shows the ability of your business to generate profit by increasing revenue and reducing costs.<br />

Sales/Revenue Forecast Actual<br />

SALES REVENUE<br />

COST OF GOODS SOLD<br />

GROSS <strong>PRO</strong>FIT<br />

OPERATING EXPENSES<br />

TOTAL EXPENSES<br />

NET <strong>PRO</strong>FIT BE<strong>FOR</strong>E TAXES<br />

Income Taxes<br />

NET <strong>PRO</strong>FIT AFTER TAXES<br />

Owner drawings or dividend<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


OCTOBER CASHFLOW<br />

The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.<br />

It records what is actually received and paid. This will indicate when your expenses are too high and help you<br />

determine if you should arrange short term investments to deal with cash flow surpluses.<br />

It will also highlights how much capital investment your business needs.<br />

Opening Bank & Cash Balance<br />

Bank Account<br />

Cash<br />

CASH RECEIPTS<br />

Cash Sales<br />

Loan/other cash injection<br />

Other<br />

TOTAL CASH RECEIPTS<br />

TOTAL CASH AVAILABLE (before cash out)<br />

CASH <strong>PA</strong>ID OUT<br />

SUBTOTAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

TOTAL CASH <strong>PA</strong>ID OUT<br />

CASH POSITION<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


NOVEMBER<br />

MONDAY TUESDAY WEDNESDAY THURSDAY<br />

1 2<br />

6 7 8 9<br />

13 14 15 16<br />

20 21 22 23<br />

27 28 29 30<br />

POSITIVE HABITS<br />

“The test of success is not what you do when you are on top. Success is how high you bounce when you hit the<br />

bottom.” - George S. Patton Jr.<br />

Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


NOVEMBER<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

3 4 5<br />

10 11 12<br />

17 18 19<br />

24 25 26<br />

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


NOVEMBER <strong>PRO</strong>JECT <strong>PLANNER</strong><br />

1. Write a title for each project and list everything you need to do under that title.<br />

2. Prioritise each task/action with a number (P)<br />

3. Write approximately how long it will take (T)<br />

4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)<br />

<strong>PRO</strong>JECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


NOVEMBER GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Date: Content Title/Subject Blog Video/Reel Image Post Webinar<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


SOCIAL MEDIA CONTENT <strong>PLANNER</strong><br />

People use social media to be social, not to be sold to.<br />

When planning, remember the 80/20 rule: 80% audience interest/20% promotional.<br />

Live Video Text Post Podcast Info Graphic Poll<br />

Curated<br />

Content<br />

Call to Action<br />

SM Platform<br />

Names<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


06 NOVEMBER – 12 NOVEMBER<br />

“Don’t let the fear of losing be greater than<br />

the excitement of winning.”<br />

Robert Kiyosaki<br />

REGULAR ACTION<br />

GOALS/<strong>PRO</strong>JECTS/ACTIONS/CALLS<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

TO WATCH/READ/NOTES/IDEAS<br />

06 MONDAY 07 TUESDAY<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

1<br />

2<br />

3<br />

7.00am<br />

8.00am<br />

9.00am<br />

10.00am<br />

11.00am<br />

12.00pm<br />

1.00pm<br />

2.00pm<br />

3.00pm<br />

4.00pm<br />

5.00pm<br />

6.00pm<br />

7.00pm<br />

8.00pm<br />

No of mins<br />

Meditation<br />

Exercise<br />

Goals<br />

Glasses of Water<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


06 NOVEMBER – 12 NOVEMBER<br />

NOTES<br />

TO BUY/EXPENSES<br />

08 WEDNESDAY 09 THURSDAY 10 FRIDAY 11 SATURDAY<br />

Goals Goals Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

AM<br />

7.00am<br />

7.00am<br />

7.00am<br />

8.00am<br />

8.00am<br />

8.00am<br />

PM<br />

9.00am<br />

9.00am<br />

9.00am<br />

10.00am<br />

10.00am<br />

10.00am<br />

11.00am<br />

11.00am<br />

11.00am<br />

12.00pm<br />

12.00pm<br />

12.00pm<br />

1.00pm<br />

1.00pm<br />

1.00pm<br />

2.00pm<br />

2.00pm<br />

2.00pm<br />

AM<br />

3.00pm<br />

3.00pm<br />

3.00pm<br />

4.00pm<br />

4.00pm<br />

4.00pm<br />

5.00pm<br />

5.00pm<br />

5.00pm<br />

6.00pm<br />

6.00pm<br />

6.00pm<br />

PM<br />

7.00pm<br />

7.00pm<br />

7.00pm<br />

8.00pm<br />

8.00pm<br />

8.00pm<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Exercise<br />

12 SUNDAY<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

No of mins<br />

Glasses of Water<br />

Meditation<br />

Meditation<br />

Meditation<br />

Meditation<br />

Exercise Exercise Exercise Exercise<br />

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC<br />

INTRO HOW TO USE YOUR LIFE <strong>BUSINESS</strong> PLAN MARKETING PLAN <strong>PRO</strong>JECT <strong>PLANNER</strong> The NUMBERS NOTES


How many sales did you make?<br />

Forecast<br />

How many new email subscribers?<br />

Forecast<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

Facebook<br />