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MY PA 2024 BUSINESS PLANNER - FULL PDF TO Print 2024

https://www.mypaplanner.com/2024-digital-business-planner-for-ipad-ipad-pro MY PA is an all-in-one Business and Life Planner for entrepreneurs and Business owners. My PA has everything you need to plan your business and Life in one powerful book. The Planner comes with a Full Business & Marketing Plan Template. Yearly Goal Setting, ProMY PA has been featured in both The Independent and Marie Claire As Best Business Planner. For Tech Lovers we are pleased to introduce MY PA Planner 2024 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 2024 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

https://www.mypaplanner.com/2024-digital-business-planner-for-ipad-ipad-pro
MY PA is an all-in-one Business and Life Planner for entrepreneurs and Business owners. My PA has everything you need to plan your business and Life in one powerful book. The Planner comes with a Full Business & Marketing Plan Template. Yearly Goal Setting, ProMY PA has been featured in both The Independent and Marie Claire As Best Business Planner.

For Tech Lovers we are pleased to introduce MY PA Planner 2024 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

2024 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>2024</strong> <strong>PLANNER</strong>


WELCOME<br />

I am so happy that you are joining me on this <strong>2024</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>2024</strong> your most productive, organised and fun year yet! Wishing you great health,<br />

success, happiness, peace, focus, abundance and FUN!


To accomplish great things,<br />

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

Not only plan but also<br />

BELIEVE<br />

ANA<strong>TO</strong>LE FRANCE


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

YOUR <strong>2024</strong> <strong>PLANNER</strong><br />

WILL HELP YOU...<br />

ACHIEVE YOUR GOALS<br />

MANAGE YOUR TIME<br />

BE MORE PRODUCTIVE<br />

BE MORE ORGANISED<br />

STAY FOCUSED<br />

KEEP IT ALL IN ONE PLACE<br />

OVERCOME OVERWHELM<br />

BE INSPIRED<br />

REMEMBER YOUR IDEAS<br />

WORK SMARTER<br />

STAY POSITIVE<br />

BALANCE WORK AND LIFE


HOW <strong>TO</strong> GET THE MOST OUT OF<br />

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

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 />

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

Review and<br />

Release<br />

2023<br />

Your Life<br />

and Business<br />

Plan<br />

Monthly<br />

Plan and Goal<br />

Setting<br />

Reflect<br />

Review<br />

Improve<br />

Daily<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 2023. Completing the 2023<br />

review, will help you to see<br />

what worked for you and<br />

what didn’t. You can<br />

then enter <strong>2024</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.


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 />

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 />

Time block<br />

appointments<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 />

STEP 5 – REFLECT, REVIEW, IMPROVE<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 />

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 />

Never forget<br />

an idea<br />

again!<br />

Space for<br />

mindmapping,<br />

brainstorming<br />

and doodles


20<br />

23<br />

24<br />

out with the old in with the new...


2023<br />

REVIEW<br />

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

2. List your biggest achievements<br />

3. What didn’t you achieve?<br />

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

5. What business decisions will be different in <strong>2024</strong>?<br />

6. List your personal highlights in 2023<br />

7. What made you happy in 2023?<br />

8. What areas of personal life would you like to change in <strong>2024</strong>?


<strong>2024</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


YOUR LIFE...<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 />

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

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

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

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

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

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

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

8. What holidays would you like to take?


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

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

11. List any daily exercise routines<br />

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

13. How will you relax?<br />

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

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

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

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

18. What would be your desired income for this year?


<strong>2024</strong><br />

2017<br />

BUCKET LIST<br />

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

Haile Gebrselassie<br />

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


<strong>2024</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


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

Frederick Nietzsche<br />

What is your WHY?<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 />

<strong>TO</strong>:<br />

SO THAT:<br />

<strong>TO</strong>:<br />

SO THAT:<br />

<strong>TO</strong>:<br />

SO THAT:


<strong>TO</strong>:<br />

SO THAT:<br />

<strong>TO</strong>:<br />

SO THAT:<br />

<strong>TO</strong>:<br />

SO THAT:<br />

<strong>TO</strong>:<br />

SO THAT:


The only limit is your imagination.<br />

YOUR VISION<br />

Theodore Roosevelt<br />

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 />

5 YEARS


VISUALIZE<br />

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

THIS YEAR<br />

5 YEARS


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>2024</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.


Your culture is your brand.<br />

Tony Hsieh CEO Zappos<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 />

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?


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

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?


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?


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

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?


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

Describe your pricing structure<br />

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 />

How do you plan to take payments?


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 />

Per year<br />

Per month<br />

Per week<br />

Per day<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?


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?


YOUR COMPETITION<br />

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

Competitor Name Strengths Weaknesses


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

William Arthur Ward<br />

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 />

HELPFUL<br />

HARMFUL<br />

Strengths<br />

eg., knowledge, skills<br />

Weaknesses<br />

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

INTERNAL<br />

ORIGIN<br />

Opportunities<br />

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

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

Threats<br />

eg., increased competitions, inflation<br />

EXTERNAL<br />

ORIGIN


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?


<strong>2024</strong><br />

MARKETING PLAN<br />

The best marketing<br />

doesn’t feel like marketing.<br />

<strong>TO</strong>M FISHBURNE


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?


Everyone is not your customer.<br />

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?


Everyone is not your customer.<br />

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?


How will you SELL YOUR PRODUCT/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 ( <strong>Print</strong>/ 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?


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 />

GENERATE<br />

PROSPECTS<br />

(100)<br />

CONVERT (Email, Webinars)<br />

CUS<strong>TO</strong>MERS<br />

(10)<br />

ACTUAL CUS<strong>TO</strong>MERS


How will you SELL YOUR PRODUCT/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 <strong>TO</strong> 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.


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.


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 <strong>Print</strong> (Magazines,<br />

newspapers etc)


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


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 />

COMPETI<strong>TO</strong>R NAME SOCIAL NETWORK WHAT’S WORKING<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 />

Social Media Platform<br />

Current no. of followers<br />

Increase for the year<br />

(forecast)<br />

Increase for the month<br />

(forecast)<br />

Increase for the day<br />

(forecast)<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

Pinterest<br />

YouTube<br />

Snapchat<br />

TikTok<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


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.


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

Scott Stratten<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?


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.


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?


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

Bill Gates<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 />

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?


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, <strong>PDF</strong> or Ebook.<br />

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


<strong>2024</strong><br />

PROJECT <strong>PLANNER</strong><br />

BRAINS<strong>TO</strong>RM<br />

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

create webinars, weekly video<br />

Priority No.<br />

Project


Priority No.<br />

Project


<strong>2024</strong><br />

CONNECTIONS<br />

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

Who do you want to connect with in <strong>2024</strong> and why?<br />

Richard Branson<br />

Name Why Name Why


Name Why Name Why


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

Robert Collier<br />

MONTHLY/WEEKLY/DAILY TASKS<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,


THE<br />

NUMBERS<br />

YOUR FINANCE PLAN<br />

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

provided you have one.<br />

MANOJ ARORA


PERSONAL <strong>2024</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<br />

<strong>TO</strong>TAL COSTS<br />

2 ESTIMATED INCOME<br />

Income from Family/Partner<br />

Part time job<br />

Benefits<br />

Grant<br />

B<br />

C<br />

<strong>TO</strong>TAL INCOME (WITHOUT <strong>BUSINESS</strong>)<br />

DISPOSABLE INCOME = B LESS A


<strong>2024</strong> PROFIT & LOSS FORECAST<br />

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

SALES<br />

DIRECT COSTS<br />

GROSS PROFIT<br />

EXPENSES<br />

<strong>TO</strong>TAL EXPENSES<br />

NET PROFIT


<strong>2024</strong> BALANCE SHEET FORECAST<br />

On start date<br />

On end date<br />

EXPENSES<br />

Cash in bank<br />

Accounts receivable<br />

Inventory<br />

Prepaid expenses<br />

Deposits<br />

Other current assetts<br />

<strong>TO</strong>TAL CURRENT ASSETS<br />

FIXED ASSETS<br />

Machinery & Equipment<br />

Furniture & Fixtures<br />

Leaseholder improvements<br />

Land & Buildings<br />

Other fixed assets<br />

<strong>TO</strong>TAL FIXED ASSETS (net of depreciation)<br />

OTHER ASSETS<br />

Intangibles intellectual property, patents,<br />

trademarks, copyright<br />

Other<br />

<strong>TO</strong>TAL OTHER ASSETS<br />

<strong>TO</strong>TAL 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 />

<strong>TO</strong>TAL LIABILITIES


<strong>2024</strong><br />

JANUARY<br />

FEBRUARY<br />

MARCH<br />

MON 1 8 15 22 29<br />

MON 5 12 19 26<br />

MON 4 11 18 25<br />

TUE 2 9 16 23 30<br />

TUE 6 13 20 27<br />

TUE 5 12 19 26<br />

WED 3 10 17 24 31<br />

WED 7 14 21 28<br />

WED 6 13 20 27<br />

THU 4 11 18 25<br />

THU 1 8 15 22 29<br />

THU 7 14 21 28<br />

FRI 5 12 19 26<br />

FRI 2 9 16 23<br />

FRI 1 8 15 22 29<br />

SAT 6 13 20 27<br />

SAT 3 10 17 24<br />

SAT 2 9 16 23 30<br />

SUN 7 14 21 28<br />

SUN 4 11 18 25<br />

SUN 3 10 17 24 31<br />

APRIL<br />

MAY<br />

JUNE<br />

MON 1 8 15 22 29<br />

MON 6 13 20 27<br />

MON 3 10 17 24<br />

TUE 2 9 16 23 30<br />

TUE 7 14 21 28<br />

TUE 4 11 18 25<br />

WED 3 10 17 24<br />

WED 1 8 15 22 29<br />

WED 5 12 19 26<br />

THU 4 11 18 25<br />

THU 2 9 16 23 30<br />

THU 6 13 20 27<br />

FRI 5 12 19 26<br />

FRI 3 10 17 24 31<br />

FRI 7 14 21 28<br />

SAT 6 13 20 27<br />

SAT 4 11 18 25<br />

SAT 1 8 15 22 29<br />

SUN 7 14 21 28<br />

SUN 5 12 19 26<br />

SUN 2 9 16 23 30<br />

JULY<br />

AUGUST<br />

SEPTEMBER<br />

MON 1 8 15 22 29<br />

MON 5 12 19 26<br />

MON 2 9 16 23 30<br />

TUE 2 9 16 23 30<br />

TUE 6 13 20 27<br />

TUE 3 10 17 24<br />

WED 3 10 17 24 31<br />

WED 7 14 21 28<br />

WED 4 11 18 25<br />

THU 4 11 18 25<br />

THU 1 8 15 22 29<br />

THU 5 12 19 26<br />

FRI 5 12 19 26<br />

FRI 2 9 16 23 30<br />

FRI 6 13 20 27<br />

SAT 6 13 20 27<br />

SAT 3 10 17 24 31<br />

SAT 7 14 21 28<br />

SUN 7 14 21 28<br />

SUN 4 11 18 25<br />

SUN 1 8 15 22 29<br />

OC<strong>TO</strong>BER<br />

NOVEMBER<br />

DECEMBER<br />

MON 7 14 21 28<br />

MON 4 11 18 25<br />

MON 2 9 16 23 30<br />

TUE 1 8 15 22 29<br />

TUE 5 12 19 26<br />

TUE 3 10 17 24 31<br />

WED 2 9 16 23 30<br />

WED 6 13 20 27<br />

WED 4 11 18 25<br />

THU 3 10 17 24 31<br />

THU 7 14 21 28<br />

THU 5 12 19 26<br />

FRI 4 11 18 25<br />

FRI 1 8 15 22 29<br />

FRI 6 13 20 27<br />

SAT 5 12 19 26<br />

SAT 2 9 16 23 30<br />

SAT 7 14 21 28<br />

SUN 6 13 20 27<br />

SUN 3 10 17 24<br />

SUN 1 8 15 22 29


JANUARY<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 />

“We are what we repeatedly do. Excellence is not an act but a habit.” - Aristotle<br />

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


JANUARY<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<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


JANUARY GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS


JANUARY PROJECT <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 />

PROJECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner


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


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


01 JANUARY – 07 JANUARY<br />

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

“Your mindset is the lens through which you view<br />

the world.”<br />

REGULAR ACTION<br />

01 MONDAY 02 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

01 JANUARY – 07 JANUARY<br />

<strong>TO</strong> BUY/EXPENSES<br />

03 WEDNESDAY 04 THURSDAY 05 FRIDAY 06 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 />

07 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


08 JANUARY – 14 JANUARY<br />

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

“Success is liking yourself, liking what you do,<br />

and liking how you do it.”<br />

Maya Angelou<br />

REGULAR ACTION<br />

08 MONDAY 09 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

08 JANUARY – 14 JANUARY<br />

<strong>TO</strong> BUY/EXPENSES<br />

10 WEDNESDAY 11 THURSDAY 12 FRIDAY 13 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 />

14 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


15 JANUARY – 21 JANUARY<br />

“Believe in yourself and all that you are. Know<br />

that there is something inside you that is greater<br />

than any obstacle..”<br />

Christian D. Larson<br />

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

REGULAR ACTION<br />

15 MONDAY 16 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

15 JANUARY – 21 JANUARY<br />

<strong>TO</strong> BUY/EXPENSES<br />

17 WEDNESDAY 18 THURSDAY 19 FRIDAY 20 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 />

21 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


22 JANUARY – 28 JANUARY<br />

“What you get by achieving your goals is<br />

not as important as what you become by<br />

achieving your goals.”<br />

Zig Ziglar<br />

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

REGULAR ACTION<br />

22 MONDAY 23 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

22 JANUARY – 28 JANUARY<br />

<strong>TO</strong> BUY/EXPENSES<br />

24 WEDNESDAY 25 THURSDAY 26 FRIDAY 27 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 />

28 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


29 JANUARY – 04 FEBRUARY<br />

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

“Your mindset is the lens through which you<br />

view the world. ”<br />

REGULAR ACTION<br />

29 MONDAY 30 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

29 JANUARY – 04 FEBRUARY<br />

<strong>TO</strong> BUY/EXPENSES<br />

31 WEDNESDAY 01 THURSDAY 02 FRIDAY 03 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 />

04 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


JANUARY PROFIT & 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 PROFIT<br />

OPERATING EXPENSES<br />

<strong>TO</strong>TAL EXPENSES<br />

NET PROFIT BEFORE TAXES<br />

Income Taxes<br />

NET PROFIT AFTER TAXES<br />

Owner drawings or dividend


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 />

<strong>TO</strong>TAL CASH RECEIPTS<br />

<strong>TO</strong>TAL CASH AVAILABLE (before cash out)<br />

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

SUB<strong>TO</strong>TAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

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

CASH POSITION


FEBRUARY<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 />

“Successful people are simply those with successful habits.”- Brian Tracy<br />

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


FEBRUARY<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

2 3 4<br />

9 10 11<br />

16 17 18<br />

23 24 25<br />

13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29


FEBRUARY GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS


FEBRUARY PROJECT <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 />

PROJECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner


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


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


05 FEBRUARY – 11 FEBRUARY<br />

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

“Success is not about being the best, it’s about<br />

being the best version of yourself. ”<br />

REGULAR ACTION<br />

05 MONDAY 06 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

05 FEBRUARY – 11 FEBRUARY<br />

<strong>TO</strong> BUY/EXPENSES<br />

07 WEDNESDAY 08 THURSDAY 09 FRIDAY 10 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 />

11 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


12 FEBRUARY – 18 FEBRUARY<br />

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

“Believe in the power of your own potential, and<br />

you will achieve greatness. ”<br />

REGULAR ACTION<br />

12 MONDAY 13 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

12 FEBRUARY – 18 FEBRUARY<br />

<strong>TO</strong> BUY/EXPENSES<br />

14 WEDNESDAY 15 THURSDAY 16 FRIDAY 17 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 />

18 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


19 FEBRUARY – 25 FEBRUARY<br />

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

“Your future is not determined by your past,<br />

but by your present actions.”<br />

REGULAR ACTION<br />

19 MONDAY 20 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

19 FEBRUARY – 25 FEBRUARY<br />

<strong>TO</strong> BUY/EXPENSES<br />

21 WEDNESDAY 22 THURSDAY 23 FRIDAY 24 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 />

25 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


26 FEBRUARY – 03 MARCH<br />

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

“You have the power within you to overcome<br />

any obstacle. ”<br />

REGULAR ACTION<br />

26 MONDAY 27 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

26 FEBRUARY – 03 MARCH<br />

<strong>TO</strong> BUY/EXPENSES<br />

28 WEDNESDAY 29 THURSDAY 01 FRIDAY 02 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 />

03 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


FEBRUARY PROFIT & 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 PROFIT<br />

OPERATING EXPENSES<br />

<strong>TO</strong>TAL EXPENSES<br />

NET PROFIT BEFORE TAXES<br />

Income Taxes<br />

NET PROFIT AFTER TAXES<br />

Owner drawings or dividend


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 />

<strong>TO</strong>TAL CASH RECEIPTS<br />

<strong>TO</strong>TAL CASH AVAILABLE (before cash out)<br />

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

SUB<strong>TO</strong>TAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

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

CASH POSITION


MARCH<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 />

“Motivation is what gets you started. Habit is what keeps you going.” - Jim Rohn<br />

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


MARCH<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

1 2 3<br />

8 9 10<br />

15 16 17<br />

22 23 24<br />

29 03 31<br />

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


MARCH GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS


MARCH PROJECT <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 />

PROJECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner


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


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


04 MARCH – 10 MARCH<br />

“Believe in yourself, take on your challenges, dig<br />

deep within yourself to conquer fears. Never let<br />

anyone bring you down. You got this.”<br />

Chantal Sutherland<br />

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

REGULAR ACTION<br />

04 MONDAY 05 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

04 MARCH – 10 MARCH<br />

<strong>TO</strong> BUY/EXPENSES<br />

06 WEDNESDAY 07 THURSDAY 08 FRIDAY 09 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 />

10 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


11 MARCH – 17 MARCH<br />

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

“The only limit to your success is the depth of your<br />

belief in yourself.”<br />

REGULAR ACTION<br />

11 MONDAY 12 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

11 MARCH – 17 MARCH<br />

<strong>TO</strong> BUY/EXPENSES<br />

13 WEDNESDAY 14 THURSDAY 15 FRIDAY 16 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 />

17 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


18 MARCH – 24 MARCH<br />

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

“Every great achievement begins with a<br />

small step forward.”<br />

REGULAR ACTION<br />

18 MONDAY 19 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

18 MARCH – 24 MARCH<br />

<strong>TO</strong> BUY/EXPENSES<br />

20 WEDNESDAY 21 THURSDAY 22 FRIDAY 23 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 />

24 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


25 MARCH – 31 MARCH<br />

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

“Mindset is everything when it comes to<br />

achieving your goals and creating the life<br />

you desire.”<br />

REGULAR ACTION<br />

25 MONDAY 26 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

25 MARCH – 31 MARCH<br />

<strong>TO</strong> BUY/EXPENSES<br />

27 WEDNESDAY 28 THURSDAY 29 FRIDAY 30 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 />

31 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


MARCH PROFIT & 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 PROFIT<br />

OPERATING EXPENSES<br />

<strong>TO</strong>TAL EXPENSES<br />

NET PROFIT BEFORE TAXES<br />

Income Taxes<br />

NET PROFIT AFTER TAXES<br />

Owner drawings or dividend


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 />

<strong>TO</strong>TAL CASH RECEIPTS<br />

<strong>TO</strong>TAL CASH AVAILABLE (before cash out)<br />

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

SUB<strong>TO</strong>TAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

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

CASH POSITION


APRIL<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<br />

POSITIVE HABITS<br />

“Success is the sum of small efforts repeated day in day out.” - Robert Collier<br />

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


APRIL<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<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


APRIL GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS


APRIL PROJECT <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 />

PROJECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner


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


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


01 APRIL – 07 APRIL<br />

”Your beliefs become your thoughts, your thoughts<br />

become your words, your words become your actions,<br />

your actions become your habits, your habits become<br />

your values, your values become your destiny.”<br />

Mahatma Gandhi<br />

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

REGULAR ACTION<br />

01 MONDAY 02 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

01 APRIL – 07 APRIL<br />

<strong>TO</strong> BUY/EXPENSES<br />

03 WEDNESDAY 04 THURSDAY 05 FRIDAY 06 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 />

07 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


08 APRIL – 14 APRIL<br />

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

“Focus on progress, not perfection.”<br />

REGULAR ACTION<br />

08 MONDAY 09 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

08 APRIL – 14 APRIL<br />

<strong>TO</strong> BUY/EXPENSES<br />

10 WEDNESDAY 11 THURSDAY 12 FRIDAY 13 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 />

14 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


15 APRIL – 21 APRIL<br />

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

“The key to success is not in what you achieve, but<br />

in the person you become along the way.”<br />

REGULAR ACTION<br />

15 MONDAY 16 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

15 APRIL – 21 APRIL<br />

<strong>TO</strong> BUY/EXPENSES<br />

17 WEDNESDAY 18 THURSDAY 19 FRIDAY 20 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 />

21 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


22 APRIL – 28 APRIL<br />

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

“Get into the habit of asking yourself does this<br />

support the life I want to create.”<br />

REGULAR ACTION<br />

22 MONDAY 23 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

22 APRIL – 28 APRIL<br />

<strong>TO</strong> BUY/EXPENSES<br />

24 WEDNESDAY 25 THURSDAY 26 FRIDAY 27 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 />

28 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


29 APRIL – 05 MAY<br />

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

“Your mind is a powerful thing. When you fill<br />

it with positive thoughts, your life will start<br />

to change.”<br />

REGULAR ACTION<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 />

GOALS/PROJECTS/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


NOTES<br />

29 APRIL – 05 MAY<br />

<strong>TO</strong> BUY/EXPENSES<br />

01 WEDNESDAY 02 THURSDAY 03 FRIDAY 04 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 />

05 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


APRIL PROFIT & 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 PROFIT<br />

OPERATING EXPENSES<br />

<strong>TO</strong>TAL EXPENSES<br />

NET PROFIT BEFORE TAXES<br />

Income Taxes<br />

NET PROFIT AFTER TAXES<br />

Owner drawings or dividend


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 />

<strong>TO</strong>TAL CASH RECEIPTS<br />

<strong>TO</strong>TAL CASH AVAILABLE (before cash out)<br />

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

SUB<strong>TO</strong>TAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

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

CASH POSITION


MAY<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 />

“Good habits are worth being fanatical about.” - John Irving<br />

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


MAY<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


MAY GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS


MAY PROJECT <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 />

PROJECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner


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


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


06 MAY – 12 MAY<br />

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

“Change your thoughts and you change<br />

your world.”<br />

Norman Vincent Peale<br />

REGULAR ACTION<br />

06 MONDAY 07 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

06 MAY – 12 MAY<br />

<strong>TO</strong> BUY/EXPENSES<br />

08 WEDNESDAY 09 THURSDAY 10 FRIDAY 11 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 />

12 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


13 MAY – 19 MAY<br />

“Success is not the key to happiness.<br />

Happiness is the key to success. If you love<br />

what you are doing, you will be successful.”<br />

Albert Schweitzer<br />

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

REGULAR ACTION<br />

13 MONDAY 14 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

13 MAY – 19 MAY<br />

<strong>TO</strong> BUY/EXPENSES<br />

15 WEDNESDAY 16 THURSDAY 17 FRIDAY 18 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 />

19 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


20 MAY – 26 MAY<br />

“Don’t limit yourself. Many people limit<br />

themselves to what they think they can do. You<br />

can go as far as your mind lets you. What you<br />

believe, you can achieve.”<br />

Mary Kay Ash<br />

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

REGULAR ACTION<br />

20 MONDAY 21 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

20 MAY – 26 MAY<br />

<strong>TO</strong> BUY/EXPENSES<br />

22 WEDNESDAY 23 THURSDAY 24 FRIDAY 25 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 />

26 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


27 MAY – 02 JUNE<br />

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

“You always have time for the things you<br />

put first.”<br />

REGULAR ACTION<br />

27 MONDAY 28 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

27 MAY – 02 JUNE<br />

<strong>TO</strong> BUY/EXPENSES<br />

29 WEDNESDAY 30 THURSDAY 31 FRIDAY 01 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 />

02 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


MAY PROFIT & 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 PROFIT<br />

OPERATING EXPENSES<br />

<strong>TO</strong>TAL EXPENSES<br />

NET PROFIT BEFORE TAXES<br />

Income Taxes<br />

NET PROFIT AFTER TAXES<br />

Owner drawings or dividend


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 />

<strong>TO</strong>TAL CASH RECEIPTS<br />

<strong>TO</strong>TAL CASH AVAILABLE (before cash out)<br />

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

SUB<strong>TO</strong>TAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

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

CASH POSITION


JUNE<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 />

“Success is the product of daily habits—not once-in-a-lifetime transformations.” - James Clear<br />

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


JUNE<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


JUNE GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS


JUNE PROJECT <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 />

PROJECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner


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


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


03 JUNE – 09 JUNE<br />

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

“Habits are like seeds. What you plant today<br />

will grow tomorrow.”<br />

REGULAR ACTION<br />

03 MONDAY 04 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

03 JUNE – 09 JUNE<br />

<strong>TO</strong> BUY/EXPENSES<br />

05 WEDNESDAY 06 THURSDAY 07 FRIDAY 08 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 />

09 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


10 JUNE – 16 JUNE<br />

“Live the Life of Your Dreams: Be brave enough<br />

to live the life of your dreams according to your<br />

vision and purpose instead of the expectations<br />

and opinions of others.”<br />

Roy T. Bennett<br />

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

REGULAR ACTION<br />

10 MONDAY 11 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

10 JUNE – 16 JUNE<br />

<strong>TO</strong> BUY/EXPENSES<br />

12 WEDNESDAY 13 THURSDAY 14 FRIDAY 15 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 />

16 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


17 JUNE – 23 JUNE<br />

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

“The only way to achieve your dreams is to<br />

have a positive mindset. ”<br />

REGULAR ACTION<br />

17 MONDAY 18 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

17 JUNE – 23 JUNE<br />

<strong>TO</strong> BUY/EXPENSES<br />

19 WEDNESDAY 20 THURSDAY 21 FRIDAY 22 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 />

23 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


24 JUNE – 30 JUNE<br />

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

“The habits you form today will determine<br />

your tomorrow.”<br />

REGULAR ACTION<br />

24 MONDAY 25 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

24 JUNE – 30 JUNE<br />

<strong>TO</strong> BUY/EXPENSES<br />

26 WEDNESDAY 27 THURSDAY 28 FRIDAY 29 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 />

30 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


JUNE PROFIT & 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 PROFIT<br />

OPERATING EXPENSES<br />

<strong>TO</strong>TAL EXPENSES<br />

NET PROFIT BEFORE TAXES<br />

Income Taxes<br />

NET PROFIT AFTER TAXES<br />

Owner drawings or dividend


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 />

<strong>TO</strong>TAL CASH RECEIPTS<br />

<strong>TO</strong>TAL CASH AVAILABLE (before cash out)<br />

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

SUB<strong>TO</strong>TAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

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

CASH POSITION


JULY<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 />

“We become what we repeatedly do.” - Sean Covey<br />

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


JULY<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<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


JULY GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS


JULY PROJECT <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 />

PROJECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner


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


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


01 JULY – 07 JULY<br />

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

“It’s the possibility of having a dream come true<br />

that makes life interesting.”<br />

Paulo Coelho, The Alchemist<br />

REGULAR ACTION<br />

01 MONDAY 02 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

01 JULY – 07 JULY<br />

<strong>TO</strong> BUY/EXPENSES<br />

03 WEDNESDAY 04 THURSDAY 05 FRIDAY 06 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 />

07 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


08 JULY – 14 JULY<br />

“To be successful, you must accept all<br />

challenges that come your way. You can’t just<br />

accept the ones you like.”<br />

Mike Gafka<br />

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

REGULAR ACTION<br />

08 MONDAY 09 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

08 JULY – 14 JULY<br />

<strong>TO</strong> BUY/EXPENSES<br />

10 WEDNESDAY 11 THURSDAY 12 FRIDAY 13 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 />

14 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


15 JULY – 21 JULY<br />

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

“If you don’t like something, change it. If you can’t<br />

change it, change your attitude.”<br />

Maya Angelou<br />

REGULAR ACTION<br />

15 MONDAY 16 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

15 JULY – 21 JULY<br />

<strong>TO</strong> BUY/EXPENSES<br />

17 WEDNESDAY 18 THURSDAY 19 FRIDAY 20 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 />

21 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


22 JULY – 28 JULY<br />

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

“ It’s never too late to set another goal or to<br />

dream a new dream.”<br />

REGULAR ACTION<br />

22 MONDAY 23 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

22 JULY – 28 JULY<br />

<strong>TO</strong> BUY/EXPENSES<br />

24 WEDNESDAY 25 THURSDAY 26 FRIDAY 27 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 />

28 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


29 JULY – 04 AUGUST<br />

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

“You don’t have to be perfect to be amazing”<br />

REGULAR ACTION<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 />

GOALS/PROJECTS/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


29 JULY – 04 AUGUST<br />

NOTES<br />

<strong>TO</strong> BUY/EXPENSES<br />

31 WEDNESDAY 01 THURSDAY 02 FRIDAY 03 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 />

04 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


JULY PROFIT & 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 PROFIT<br />

OPERATING EXPENSES<br />

<strong>TO</strong>TAL EXPENSES<br />

NET PROFIT BEFORE TAXES<br />

Income Taxes<br />

NET PROFIT AFTER TAXES<br />

Owner drawings or dividend


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 />

<strong>TO</strong>TAL CASH RECEIPTS<br />

<strong>TO</strong>TAL CASH AVAILABLE (before cash out)<br />

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

SUB<strong>TO</strong>TAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

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

CASH POSITION


AUGUST<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 />

“Just do it! First you make your habits, then your habits make you” - Lucas Remmerswaal<br />

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


AUGUST<br />

FRIDAY SATURDAY SUNDAY<br />

NOTES<br />

2 3 4<br />

9 10 11<br />

16 17 18<br />

23 24 25<br />

30 31<br />

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


AUGUST GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS


AUGUST PROJECT <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 />

PROJECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner


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


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


05 AUGUST – 11 AUGUST<br />

“Your work is going to fill a large part of your life,<br />

and the only way to be truly satisfied is to do what<br />

you believe is great work. And the only way to do<br />

great work is to love what you do.”<br />

Steve Jobs<br />

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

REGULAR ACTION<br />

05 MONDAY 06 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

05 AUGUST – 11 AUGUST<br />

<strong>TO</strong> BUY/EXPENSES<br />

07 WEDNESDAY 08 THURSDAY 09 FRIDAY 10 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 />

11 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


12 AUGUST – 18 AUGUST<br />

“I believe that imagination is stronger than<br />

knowledge. That myth is more potent than history.<br />

That dreams are more powerful than facts. That<br />

hope always triumphs over experience.”<br />

Robert Fulghum<br />

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

REGULAR ACTION<br />

12 MONDAY 13 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

12 AUGUST – 18 AUGUST<br />

<strong>TO</strong> BUY/EXPENSES<br />

14 WEDNESDAY 15 THURSDAY 16 FRIDAY 17 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 />

18 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


19 AUGUST – 25 AUGUST<br />

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

“ Life is too short to waste time on negative<br />

thoughts. Focus on the positive and watch<br />

your life transform.”<br />

REGULAR ACTION<br />

19 MONDAY 20 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

19 AUGUST – 25 AUGUST<br />

<strong>TO</strong> BUY/EXPENSES<br />

1<br />

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

Goals Goals Goals<br />

AM<br />

1<br />

1<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 />

25 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


26 AUGUST – 01 SEPTEMBER<br />

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

“Believe in your dreams, and never let anyone<br />

tell you they’re impossible. With hard work and<br />

determination, anything is achievable.”<br />

REGULAR ACTION<br />

26 MONDAY 27 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

26 AUGUST – 01 SEPTEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

28 WEDNESDAY 29 THURSDAY 30 FRIDAY 31 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 />

01 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


AUGUST PROFIT & 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 PROFIT<br />

OPERATING EXPENSES<br />

<strong>TO</strong>TAL EXPENSES<br />

NET PROFIT BEFORE TAXES<br />

Income Taxes<br />

NET PROFIT AFTER TAXES<br />

Owner drawings or dividend


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 />

<strong>TO</strong>TAL CASH RECEIPTS<br />

<strong>TO</strong>TAL CASH AVAILABLE (before cash out)<br />

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

SUB<strong>TO</strong>TAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

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

CASH POSITION


SEPTEMBER<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<br />

POSITIVE HABITS<br />

“Depending on what they are, our habits will either make us or break us.<br />

We become what we repeatedly do.” - Sean Covey<br />

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


SEPTEMBER<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


SEPTEMBER GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS


SEPTEMBER PROJECT <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 />

PROJECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner


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


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


02 SEPTEMBER – 08 SEPTEMBER<br />

“Success is not about perfection, it’s about<br />

progress. Keep moving forward and watch<br />

your dreams become a reality.”<br />

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

REGULAR ACTION<br />

02 MONDAY 03 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

02 SEPTEMBER – 08 SEPTEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

04 WEDNESDAY 05 THURSDAY 06 FRIDAY 07 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 />

08 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


09 SEPTEMBER – 15 SEPTEMBER<br />

“Consistency compounds and persistency<br />

pays off. Never underestimate what you can<br />

accomplish when you keep showing up and<br />

doing what you need to do.”<br />

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

REGULAR ACTION<br />

09 MONDAY 10 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

09 SEPTEMBER – 15 SEPTEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

11 WEDNESDAY 12 THURSDAY 13 FRIDAY 14 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 />

15 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


16 SEPTEMBER – 22 SEPTEMBER<br />

“Today decide what day you are going to have.<br />

Wake up with gratitude and a smile.<br />

Remember, a beautiful day begins with a<br />

beautiful mindset.”<br />

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

REGULAR ACTION<br />

16 MONDAY 17 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

16 SEPTEMBER – 22 SEPTEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

18 WEDNESDAY 19 THURSDAY 20 FRIDAY 21 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 />

22 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


23 SEPTEMBER – 29 SEPTEMBER<br />

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

“Your mindset is your superpower. Believe in<br />

yourself and watch the world bend to your will.”<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/PROJECTS/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


NOTES<br />

23 SEPTEMBER – 29 SEPTEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

25 WEDNESDAY 26 THURSDAY 27 FRIDAY 28 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 />

29 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


30 SEPTEMBER – 06 OC<strong>TO</strong>BER<br />

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

“The beauty of life is in its imperfections.<br />

Embrace them, and you’ll find that everything<br />

falls into place”<br />

REGULAR ACTION<br />

30 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/PROJECTS/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


30 SEPTEMBER – 06 OC<strong>TO</strong>BER<br />

NOTES<br />

<strong>TO</strong> 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


SEPTEMBER PROFIT & 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 PROFIT<br />

OPERATING EXPENSES<br />

<strong>TO</strong>TAL EXPENSES<br />

NET PROFIT BEFORE TAXES<br />

Income Taxes<br />

NET PROFIT AFTER TAXES<br />

Owner drawings or dividend


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 />

<strong>TO</strong>TAL CASH RECEIPTS<br />

<strong>TO</strong>TAL CASH AVAILABLE (before cash out)<br />

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

SUB<strong>TO</strong>TAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

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

CASH POSITION


OC<strong>TO</strong>BER<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 />

“Habits stay with you even when you don’t have the motivation.” - Neeraj Agnihotri<br />

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


OC<strong>TO</strong>BER<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


OC<strong>TO</strong>BER GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS


OC<strong>TO</strong>BER PROJECT <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 />

PROJECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner


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


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


07 OC<strong>TO</strong>BER – 13 OC<strong>TO</strong>BER<br />

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

“When you believe in yourself, anything is<br />

possible. Let go of doubt and watch the<br />

magic unfold.”<br />

REGULAR ACTION<br />

07 MONDAY 08 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

07 OC<strong>TO</strong>BER – 13 OC<strong>TO</strong>BER<br />

<strong>TO</strong> BUY/EXPENSES<br />

09 WEDNESDAY 10 THURSDAY 11 FRIDAY 12 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 />

13 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


14 OC<strong>TO</strong>BER – 20 OC<strong>TO</strong>BER<br />

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

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

every moment and cherish the memories.”<br />

REGULAR ACTION<br />

14 MONDAY 15 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

14 OC<strong>TO</strong>BER – 20 OC<strong>TO</strong>BER<br />

<strong>TO</strong> BUY/EXPENSES<br />

16 WEDNESDAY 17 THURSDAY 18 FRIDAY 19 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 />

20 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


21 OC<strong>TO</strong>BER – 27 OC<strong>TO</strong>BER<br />

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

“Your greatest strength lies within you. Believe in<br />

yourself, and you’ll be unstoppable.”<br />

REGULAR ACTION<br />

21MONDAY<br />

22 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

21 OC<strong>TO</strong>BER – 27 OC<strong>TO</strong>BER<br />

<strong>TO</strong> BUY/EXPENSES<br />

23 WEDNESDAY 24 THURSDAY 25 FRIDAY 26 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 />

27 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


28 OC<strong>TO</strong>BER – 03 NOVEMBER<br />

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

”Every day is a new opportunity to be the best<br />

version of yourself. Seize it with open arms.”<br />

REGULAR ACTION<br />

28 MONDAY 29 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

28 OC<strong>TO</strong>BER – 03 NOVEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

30 WEDNESDAY 31 THURSDAY 01 FRIDAY 02 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 />

03 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


OC<strong>TO</strong>BER PROFIT & 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 PROFIT<br />

OPERATING EXPENSES<br />

<strong>TO</strong>TAL EXPENSES<br />

NET PROFIT BEFORE TAXES<br />

Income Taxes<br />

NET PROFIT AFTER TAXES<br />

Owner drawings or dividend


OC<strong>TO</strong>BER 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 />

<strong>TO</strong>TAL CASH RECEIPTS<br />

<strong>TO</strong>TAL CASH AVAILABLE (before cash out)<br />

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

SUB<strong>TO</strong>TAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

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

CASH POSITION


NOVEMBER<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 />

“Creativity is a habit, and the best creativity is the result of good work habits.” - Twyla Tharp<br />

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


NOVEMBER<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


NOVEMBER GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS


NOVEMBER PROJECT <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 />

PROJECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner


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


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


04 NOVEMBER – 10 NOVEMBER<br />

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

“The only limits in life are the ones you set<br />

for yourself. Break free from self-doubt and<br />

watch the world open up to you.”<br />

REGULAR ACTION<br />

04 MONDAY 05 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

04 NOVEMBER – 10 NOVEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

06 WEDNESDAY 07 THURSDAY 08 FRIDAY 09 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 />

10 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


11 NOVEMBER – 17 NOVEMBER<br />

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

“Don’t wait for opportunities, create them.”<br />

REGULAR ACTION<br />

11 MONDAY 12 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

11 NOVEMBER – 17 NOVEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

13 WEDNESDAY 14 THURSDAY 15 FRIDAY 16 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 />

17 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


18 NOVEMBER – 24 NOVEMBER<br />

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

“Your thoughts create your reality.<br />

Choose them wisely”<br />

REGULAR ACTION<br />

18 MONDAY 19 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

18 NOVEMBER – 24 NOVEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

20 WEDNESDAY 21 THURSDAY 22 FRIDAY 23 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 />

24 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


25 NOVEMBER – 01 DECEMBER<br />

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

“Your greatest power is your ability to<br />

choose. Choose positivity, and watch your<br />

life transform.”<br />

REGULAR ACTION<br />

25 MONDAY 26 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

25 NOVEMBER – 01 DECEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

27 WEDNESDAY 28 THURSDAY 29 FRIDAY 30 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 />

01 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


NOVEMBER PROFIT & 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 PROFIT<br />

OPERATING EXPENSES<br />

<strong>TO</strong>TAL EXPENSES<br />

NET PROFIT BEFORE TAXES<br />

Income Taxes<br />

NET PROFIT AFTER TAXES<br />

Owner drawings or dividend


NOVEMBER 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 />

<strong>TO</strong>TAL CASH RECEIPTS<br />

<strong>TO</strong>TAL CASH AVAILABLE (before cash out)<br />

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

SUB<strong>TO</strong>TAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

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

CASH POSITION


DECEMBER<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 />

“You’ll never change your life until you change something you do daily.<br />

The secret of your success is found in your daily routine.” - John C. Maxwell<br />

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


DECEMBER<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


DECEMBER GOALS & ACTIONS<br />

Your main focus this month<br />

GOALS


DECEMBER PROJECT <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 />

PROJECT TITLE/ACTION P T D/O/A<br />

More project planning sheets can be found at the back of the planner


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


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


02 DECEMBER – 08 DECEMBER<br />

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

“You are the architect of your own life. Design it<br />

with intention and purpose.”<br />

REGULAR ACTION<br />

02 MONDAY 03 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

02 DECEMBER – 08 DECEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

04 WEDNESDAY 05 THURSDAY 06 FRIDAY 07 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 />

08 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


09 DECEMBER – 15 DECEMBER<br />

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

“Life is a journey of growth and discovery.<br />

Embrace the lessons and enjoy the ride.”<br />

REGULAR ACTION<br />

09 MONDAY 10 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

09 DECEMBER – 15 DECEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

11 WEDNESDAY 12 THURSDAY 13 FRIDAY 14 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 />

15 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


16 DECEMBER – 22 DECEMBER<br />

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

“The gap between the life you want and the<br />

life you are living, is called Mindset, Focus<br />

and consistency.”<br />

REGULAR ACTION<br />

16 MONDAY 17 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

16 DECEMBER – 22 DECEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

18 WEDNESDAY 19 THURSDAY 20 FRIDAY 21 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 />

22 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


23 DECEMBER – 29 DECEMBER<br />

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

“When you want something, all the universe<br />

conspires in helping you to achieve that.”<br />

REGULAR ACTION<br />

23 MONDAY 24 TUESDAY<br />

Goals<br />

Goals<br />

1<br />

2<br />

3<br />

1<br />

2<br />

3<br />

GOALS/PROJECTS/ACTIONS/CALLS<br />

7.00am<br />

8.00am<br />

7.00am<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


NOTES<br />

23 DECEMBER – 29 DECEMBER<br />

<strong>TO</strong> BUY/EXPENSES<br />

25 WEDNESDAY 26 THURSDAY 27 FRIDAY 28 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 />

29 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


30 DECEMBER – 05 JANUARY 2025<br />

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

“Your life is as god as your mindset”<br />

REGULAR ACTION<br />

30 MONDAY 31 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/PROJECTS/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


30 DECEMBER – 05 JANUARY 2025<br />

NOTES<br />

<strong>TO</strong> BUY/EXPENSES<br />

01 WEDNESDAY 02 THURSDAY 03 FRIDAY 04 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 />

05 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


WEEKLY REVIEW<br />

REVIEW • REFLECT • IMPROVE<br />

How many sales did you make?<br />

What goals didn’t you achieve?<br />

Forecast<br />

Actual<br />

How many new email subscribers?<br />

Forecast<br />

Actual<br />

How was your social media growth?<br />

With every new follower you are introducing<br />

your product to a new person<br />

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

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

outsourcing<br />

Facebook<br />

Twitter<br />

LinkedIn<br />

Instagram<br />

YouTube<br />

Snapchat<br />

Tumblr<br />

TikTok<br />

Pinterest<br />

Your achievements (big & small)<br />

Gratitude journal<br />

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

What are you thankful for?<br />

What worked?<br />

What didn’t?


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


DECEMBER PROFIT & 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 PROFIT<br />

OPERATING EXPENSES<br />

<strong>TO</strong>TAL EXPENSES<br />

NET PROFIT BEFORE TAXES<br />

Income Taxes<br />

NET PROFIT AFTER TAXES<br />

Owner drawings or dividend


DECEMBER 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 />

<strong>TO</strong>TAL CASH RECEIPTS<br />

<strong>TO</strong>TAL CASH AVAILABLE (before cash out)<br />

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

SUB<strong>TO</strong>TAL<br />

Loan Payment<br />

Capital Purchase<br />

Other Startup Costs<br />

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

CASH POSITION


REVIEW <strong>2024</strong><br />

How did your business perform? Did you reach your goals and financial targets?<br />

What were your biggest achievements?<br />

What were your biggest achievements?<br />

Looking back did you spend time on anything that was not taking your business forward?<br />

What would you do differently next year in your business?<br />

Were you happy with your personal life? What aspects of your life did you enjoy?<br />

What are you going to do differently in your life this year?


PROJECT <strong>PLANNER</strong><br />

Project Title/Action P T D/O/A


CONTACTS<br />

Name<br />

Name<br />

Address<br />

Address<br />

Tel<br />

Mob<br />

Tel<br />

Mob<br />

Email<br />

Email<br />

Name<br />

Name<br />

Address<br />

Address<br />

Tel<br />

Mob<br />

Tel<br />

Mob<br />

Email<br />

Email<br />

Name<br />

Name<br />

Address<br />

Address<br />

Tel<br />

Mob<br />

Tel<br />

Mob<br />

Email<br />

Email<br />

Name<br />

Name<br />

Address<br />

Address<br />

Tel<br />

Mob<br />

Tel<br />

Mob<br />

Email<br />

Email


CONTACTS<br />

Name<br />

Name<br />

Address<br />

Address<br />

Tel<br />

Mob<br />

Tel<br />

Mob<br />

Email<br />

Email<br />

Name<br />

Name<br />

Address<br />

Address<br />

Tel<br />

Mob<br />

Tel<br />

Mob<br />

Email<br />

Email<br />

Name<br />

Name<br />

Address<br />

Address<br />

Tel<br />

Mob<br />

Tel<br />

Mob<br />

Email<br />

Email<br />

Name<br />

Name<br />

Address<br />