MY PA 2024 BUSINESS PLANNER - FULL PDF TO Print 2024

2024 PLANNER

WELCOME
I am so happy that you are joining me on this 2024 journey of discovery, organisation, focus and
getting stuff done. There are so many things involved in running a business, not to mention the
101 other things there are to do on a daily basis! Reading that blog article or book, attending that
live webinar, or keeping abreast of the latest online strategies seem just like unattainable luxuries.
I have enjoyed running my own business for many years now, however one of my biggest
frustrations has been the constant fight against time and feeling overwhelmed. About 5 years
ago I decided I’d had enough. I’d had enough of constantly racing against the clock and feeling
disappointed at the end of each week when I felt I hadn’t achieved enough.
I decided that if I was going to be even more productive, then I was going to need a good planning
system and something that would be with me at all times to help me stay focused and on track.
I set out with one specific goal, to create something that would make me feel like I had my very
own personal assistant, that would help me plan and organise my life so that everyday I wake up
knowing exactly what I need to do.
This was going to be the champion of planning, a trusted companion, effortlessly guiding me
through each day, week and month. It would have everything I needed in one place to help me
achieve my vision, keep me on track with my goals, declutter my mind and help keep me stress
free. There would be a place to record every idea, thought or intention and a place to reflect and
review so that I was continually improving and upping my game.
So here it is – MY PA. It’s changed my life and now I want to share it with you. I am sure you are
going to love it. I really do believe that MY PA is going to make a huge difference to your life and
your business as it has mine.
So here’s to 2024 your most productive, organised and fun year yet! Wishing you great health,
success, happiness, peace, focus, abundance and FUN!

To accomplish great things,
we must not only act but also dream.
Not only plan but also
BELIEVE
ANATOLE FRANCE

MY PA
YOUR 2024 PLANNER
WILL HELP YOU...
ACHIEVE YOUR GOALS
MANAGE YOUR TIME
BE MORE PRODUCTIVE
BE MORE ORGANISED
STAY FOCUSED
KEEP IT ALL IN ONE PLACE
OVERCOME OVERWHELM
BE INSPIRED
REMEMBER YOUR IDEAS
WORK SMARTER
STAY POSITIVE
BALANCE WORK AND LIFE

HOW TO GET THE MOST OUT OF
MY PA PLANNER
We set out with one specific goal, to design something that would make you feel like you had your very own personal
assistant. My PA is a simple system to help you achieve everything you want to do in your life and support you along the
way. It takes you step by step through each week, month and day by helping you to plan your projects and continually
set goals so you stay focused and on task. There is a place for every idea, thought and intention so that helps you stay
organised and away from stress and overwhelm.
Review and
Release
2023
Your Life
and Business
Plan
Monthly
Plan and Goal
Setting
Reflect
Review
Improve
Daily
Plan and Goal
Setting
Weekly
Plan and Goal
Setting
STEP 1 STEP 2 STEP 3
Say goodbye and let go
of 2023. Completing the 2023
review, will help you to see
what worked for you and
what didn’t. You can
then enter 2024 with
renewed positivity and new
possibilities.
Start planning your year
with the MY PA business
planner. The business planner
takes you through everything
you need to craft the perfect
plan for success including:
branding; marketing;
financial planning; goal setting.
The life planner will help you
design your lifestyle so you
can start living the life you
dream of.
Stay focused and on task by
completing the Monthly Goal
and Project Planner.
You can list all your projects
and the prioritise and assign
tasks. You can also plan all
your social media for the
month with the specially
designed social media
planner.

AM
PM
STEP 4 – PLAN YOUR WEEK
A) Write your weekly goals, projects and tasks in the weekly projects section.
B) Spend 5 minutes each day planning the day and write 3 important goals in the space provided.
C) Schedule everything you need to do into time blocks including breaks, exercise and appointments.
Weekly
inspiration
Regular
actions
eg., blogpost,
newsletter...
make sure you
make space
for these in your
daily schedule.
Weekly
projects
A
C
B
A place for
everything!
Thoughts/ideas,
add things to
do later
Use this space
for writing notes
and record
anything you want
to watch or read
at a later date.
Time block
appointments
Shopping list
and record
expenses
as you go
Daily health
and wellness
checker
Stay on top
of your health and
fitness goals and
record
your exercise,
meditation and
water intake.
STEP 5 – REFLECT, REVIEW, IMPROVE
The weekly review is designed to keep you on task so you’re continually upping your game.
Completing a gratitude journal has been proven to help you attract an abundance into your life and stay
positive and happy. The inspiration vault gives you oodles of space for all your thoughts and ideas.
Stay on
top of your
targets
Sales, email
subscribers & social
media growth.
Celebrate
all your
achievements
Be better
Identify why
you didn’t
achieve what
you set out
to, so you can
up your game
next week.
Your
gratitude
journal
Stay optimistic
and happy.
Never forget
an idea
again!
Space for
mindmapping,
brainstorming
and doodles

20
23
24
out with the old in with the new...

2023
REVIEW
1. Did you achieve your goals and financial targets?
2. List your biggest achievements
3. What didn’t you achieve?
4. Which business tasks were unproductive?
5. What business decisions will be different in 2024?
6. List your personal highlights in 2023
7. What made you happy in 2023?
8. What areas of personal life would you like to change in 2024?

2024
TARGETS
List 50 things you want to achieve in the next 10 years
If you don’t know your destination, how do you expect to get there?
Write here a list of the 50 most important things that you want to accomplish or have in the next 10 years.
This is not a list of the things you think you can achieve but the things you want to achieve.
These can be big or small and include anything, for example, the people you want to meet, skills you want to learn,
places you want to go, things you want to achieve, experiences you want or physical things
including your monthly income and bank balance.
1 26
2 27
3 28
4 29
5 30
6 31
7 32
9 33
10 34
11 35
12 36
13 37
14 38
15 39
16 40
17 41
18 42
19 43
20 44
21 45
22 46
23 47
24 48
25 49
26 50

YOUR LIFE...
How are you planning to live your life this year?
Before getting into your business goals, it’s really important to focus on the type of lifestyle
you want to design for the coming year.
1. What do you love to do?
2. What are you good at? List your areas of expertise
3. Which tasks do you dislike?
4. What days will you work?
5. What hours will you work?
6. How will you spend your evenings/spare time?
7. How will you spend your weekends?
8. What holidays would you like to take?

9. Where are you going to work from?
10. Are you planning any trips or visits?
11. List any daily exercise routines
12. What celebrations are you planning this year?
13. How will you relax?
14. Which good habits will you begin the year with?
15. What hobbies will you pursue?
16. Are there any habits you want to break?
17. Do you plan to make any major purchases?
18. What would be your desired income for this year?

2024
2017
BUCKET LIST
If you’re planning only to make money and nothing else, you’ll be broke.
Haile Gebrselassie
List anything you want to do this year, big or small and tick them off as you go

2024
BUSINESS PLAN
You were born to win,
but to be a winner, you must plan to win,
prepare to win and expect
to win.
ZIG ZIGLAR

He who has a why can endure any how.
Frederick Nietzsche
What is your WHY?
Knowing your purpose makes you feel more alive and when you know your WHY,
it becomes easier to live a life that’s true to your core values.
Find the strongest ‘WHY’ because if the WHY is powerful, the HOW is easy.
The previous sections will have helped you to find your why, but to help create your most powerful WHY
simply complete the following statement. The first blank represents your contribution and the second blank
represents the impact of your contribution.
You can write as many as you like and choose the one that resonates with you the most.
TO:
SO THAT:
TO:
SO THAT:
TO:
SO THAT:

TO:
SO THAT:
TO:
SO THAT:
TO:
SO THAT:
TO:
SO THAT:

The only limit is your imagination.
YOUR VISION
Theodore Roosevelt
What is your vision for your business this year?
What would you like to achieve? For example, how do you see your business this year and in 5 years time?
What sort of revenue would you like to generate? How do you see your brand developing?
How would you like to be portrayed on Social Media? How many followers would you like?
Do you plan to create your own YouTube Channel or start a podcast? How much do you want to grow your business?
THIS YEAR
5 YEARS

VISUALIZE
Use this space below if you prefer to draw or mind map your vision
THIS YEAR
5 YEARS

What is your BIG MISSION this year in your business?
A Mission Statement is a short sentence or paragraph used by a business to explain, in simple and concise terms,
it’s purpose for being. Here are some examples:
Nike: “To bring inspiration and innovation to every athlete in the world.”
Starbucks: “To inspire and nurture the human spirit – one person, one cup and one neighbourhood at a time.”
Amazon: “To be the most customer-centric company in the world, where people can find and discover anything they want to buy online.”
Make sure you use the most inspiring and motivating words in your mission
To succeed in your mission, you must have a single-minded devotion to your goals.
What are your BIG GOALS for 2024?
A goal is a desired result or possible outcome that a person or a system envisions, plans and commits to achieve.
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.
Tony Hsieh CEO Zappos
Now bring your BRAND & BUSINESS to life...
Your brand is more than a name, symbol or logo, it is your commitment and promise to your customer.
Your brand is either your defined personality as a personal brand or your product or service,
it’s what separates your business from your competition.
Your brand is created and influenced by your vision and everything you stand for including, people, visuals,
culture, style, perception, words, message, style, PR, opinions and social media.
Branding is important because it communicates everything you want to say about your product to you
prospects and customers. A strong brand encourages loyalty and ultimately creates a strong customer base
and helps increase your sales by doing the following;
• Demonstrating that you are professional and committed to delivering what you promise
• Making your business easily recognisable • Creating a clear distinction from your competition
• Making your business memorable • Creating an emotional attachment to you audience
• Helping to create trust • Helping to build loyalty and repeat custom
• Creating a valuable asset which will be financially beneficial if you ever sell your business
• Creating a competitive advantage
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
so that they are ultimately going to buy and continue to buy you products or services. Whether you are a new
business or an existing one you need to have a clear picture of what your brand is or what you want it to be.
You need to know where it fits into the market, who your target audience are and how you want your business
to develop in the future. To do this you are going to need a deep understanding of your business
and the people who are going to be most interested in your products.
Describe your product or service in one sentence
What problem is your business trying to address?
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.
Zigziglar
What prompts your customers to buy your product or service?
What factors help your customers choose what business to buy from?
Why did you originally start your business or why are you starting it?
How did your original business idea come about?
What changes are you looking to make in peoples lives? What impact and influence do you want to have?
What are you hoping to achieve?

The keys to brand success are self definition, transparency, authenticity
and accountability. Simon Mainwaring
What are the core values in your business?
Who are you going to employ, if so who (qualifications/experience) and how many?
How are you going to produce your product/service?
What do you need to produce your product/service?
Are there any insurance or legal requirements for your business?
Which are/will be your most popular products or services?

The strength of brand loyalty begins with how your product makes people feel.
Jay Samit
How will your products be delivered eg., online, packaging, delivery time, post, courier?
Who are your suppliers and why did you choose them eg., value for money, quality, values?
What products or services are you thinking of introducing in the future?
Anything further?

What costs are involved in producing your product?
Describe your pricing structure
Product/Service
Number of units in calculation
Components cost
Total product service cost
Cost per unit
Price per unit
Price margin ($/£)
Price – Cost
Price margin % (Gross profit/
Sales price) x 100
Mark up ( %)
Gross ProfitMargin/Unit Cost
x 100
How do you plan to take payments?

How much revenue do you want to generate? Net (less expenses)
Calculate the sales needed to make this amount of money?
(An approximate figure as other costs have not yet been taken into consideration)
Per year
Per month
Per week
Per day
What intellectual property rights do you have or need for your product or service?
What markets are you in/planning to be in ? local, national, international?
Unique Selling Point (USP) What differeniates you from your competitors?

What words would you use to describe the personality of your business?
Examples, value for money, expensive, up market, quality, cheap, excellent, professional, happy, innovative, eccentric,
serious, loud, beautiful, relaxing, motivating, inspiring, adventurous, sincere, clinical, clean, adventurous, funny, amusing,
charming, decisive, friendly, quirky, imaginative, intuitive, soulful, decisive, kind, proactive, loving, trustworthy, extrovert,
introvert, vibrant, transparent, beautiful, creative, dynamic, resourceful.
If you are already in business, what are your customers saying about you now?
How does your product or service make them feel?
What sort of things do you want your customers to be saying about your business?
What sort of things do you want the media to be saying?
How do you want to be portrayed on social media?

YOUR COMPETITION
Who are the key players in your business and who are your main competitors
Competitor Name Strengths Weaknesses

Opportunities are like sunrises. If you wait too long, you miss them.
William Arthur Ward
SWOT Analysis
This is a simple exercise to help you realize your business’s strengths and weaknesses.
It helps you focus on your strengths, minimize threats and take advantage of the opportunities available to you.
HELPFUL
HARMFUL
Strengths
eg., knowledge, skills
Weaknesses
eg., cost, capital available, lack of knowledge
INTERNAL
ORIGIN
Opportunities
eg., business trends, free publicity,
free training, new technology, new markets
Threats
eg., increased competitions, inflation
EXTERNAL
ORIGIN

The pessimist sees difficulty in every opportunity.
The optimist sees the opportunity in every difficulty. Winston Churchill
What can you do to overcome any weaknesses and threats?
How can you really make the most of your strengths and use them to your advantage?
How can you make the most of the opportunities available to you this year?

2024
MARKETING PLAN
The best marketing
doesn’t feel like marketing.
TOM FISHBURNE

Everyone is not your customer.
Seth Godwin
Define your TARGET AUDIENCE
It’s a big world out there and targeting everyone is not the solution. One of the most important things you need to
do to create a successful business is to identify exactly who your ideal customer is and find out everything about
them. Once you have this information, you will be able to find them, delight them with your content and
build that trust so you can ultimately sell your products or services to them.
Who is your typical customer – consumer/business?
Where are your customers located?
Age Gender Income Education
What are their occupations?
What stage are they in the family cycle?
What is their preferred lifestyle?
What are their core values?
What motivates and inspires them?
What do they do day to day?

Everyone is not your customer.
Seth Godwin
What are their hopes and aspirations?
How do they have fun?
What do they do in their spare time?
What subjects are they interested in?
What are they most passionate about?
What type of books, magazines, newspapers do they read?
What movies/ TV programmes do they watch?
How do they feel when they find your product?
Are they ready to buy your product or service right away ?
Will they have any suspicions about buying your product?

Everyone is not your customer.
Seth Godwin
Will they need more convincing?
What do they need to do or say to convince them?
How do they feel when they receive your product?
Is there anything else about your audience that is important?
What social media platforms do they hang out on?
Which social media accounts do they follow?
What sort of content do they like?
Anything further?

How will you SELL YOUR PRODUCT/SERVICES
What methods are you going to use to get your products and services out there into the marketplace? Examples include, your
own website, actual shop, Facebook shop, video marketing, email marketing , webinars, wholesalers, retailers, social media,
crowd funding, Advertising ( Print/ Online) Influencer marketing, other websites
(Ebay/ Etsy/ Amazon/ Udemy etc.)
How will you communicate with your customers? Eg., Social Media, Email, Webinars, Video Marketing, Podcast, Blog
Are you happy with your website? If not, what do you think needs to be improved?
Is it designed and optimised for mobile?
Do you have a method to collect emails, pop-ups or other?
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
If you, what will you use? Wordpress or other, Weebly, Wix, Squarespace, Click Funnels?
SALES FUNNEL
One of the most effective ways to get people to your website is through a sales funnel – a marketing system that leads someone
through a systematic process with the goal of purchasing your product or service. The process is to:
1. Define your ideal customer
2. Find them through advertising
3. Turn them into a lead by capturing their email address through a perceived high value offer
4. Turn them into a prospect by building a relationship through email
5. Turn them into a customer through email
6. They become a repeat customer buying over and over again
LANDING PAGES EBOOKS ADVERTISING VIDEO (inc live video)
BLOG WEBSITE SOCIAL MEDIA WEBINARS PR INFLUENCER MARKETING
LEADS
(1000)
GENERATE
PROSPECTS
(100)
CONVERT (Email, Webinars)
CUSTOMERS
(10)
ACTUAL CUSTOMERS

How will you SELL YOUR PRODUCT/SERVICES
One of your main marketing goals for every piece of promotion should be point everything
to your sales funnel and capture leads.
EMAIL MARKETING
Email Marketing is still the most effective digital marketing channel and helps build customer loyalty,
trust in your product, company or brand.
Finding your ideal customer, capturing their email and then building a relationship through email has to be
one of your most important marketing strategies.
What is the main objective of your email campaign?
Eg., to sell products, build trust/relationship with subscribers, drive traffic to,your blog/website, to promote your videos.
How many email subscribers would you like by the end of the year ?
Email lists help you build relationships and trust. Once you build your list you have a solid foundation to introduce
products as and when you wish.
HOW ARE YOU GOING TO BUILD YOUR EMAIL LIST
The Most effective method of building a list is to get people to subscribe voluntarily by offering them something of great value.
Eg., a free ebook, free mini course, webinars, special money off coupon, competition, cheat sheets. To do this you need to:
1. Create your high value free offer
2. Create a landing page where people can subscribe to your email
3. Sign up to an email provider
4. Create your emails
5. Promote this through marketing channels ( Website Advertising , Social Media, Influencer Marketing, Blog, Webinars etc
How will you get people to sign up to your email list? What is your high value offer?
Eg., discount voucher, ebook, mini course, video course.

What and how many campaigns will you run?
This will depend on your number of products/services you are selling.
What will you use to create your landing page?
Leadpages, Wordpress, Unbound, Launchrocket, Click Funnels, Squarespace, Mailchimp
How will you use email to build that valuable relationship with your prospects?
How will you build trust to convert these prospects into customers?
This could be by sending a series of emails leading up to a launch or sending a mini course or a video series or sending out
regular emails with valuable information that your target audience would want to know.
How often do you plan to send emails to your list? Weekly/Monthly?
Which Email service provide will you use? Mailchimp ( FREE for up to 2,000 subscribers) Convertkit, Aweber.

WEBINARS
What is your objective for holding webinars?
Eg., Feed your sales funnel, sell product, generate leads, launch a new product, build email list, drive traffic to landing page,
build trust and relationship with prospects.
How many webinars do you plan to have?
How will you publicise your webinars?
Eg., advertising (Facebook, Instagram, Twitter), email marketing, posting on Social Media, Facebook Live.
Do you need to purchase webinar software?
ADVERTISING
How are you going advertise? Adwords, Social Media (Facebook, Instagram, Twitter, YouTube, Linkedin Print (Magazines,
newspapers etc)

It’s all about your audience.
SOCIAL MEDIA MARKETING PLAN
What is your Social Media Strategy? How will you achieve your objectives?
Eg., using social media to build an email list by offering something free or valuable to your audience. Creating a Facebook/
Linkedin group to promote yourself as a thought leader. Using Influencers to reach your audience.
Running a Facebook/Twitter Ad campaign
Which social media platforms would you like to focus on?
Where can you most easily find the people that you want to reach?
What are your main Social Media objectives?
Be specific, eg., to increase the number of leads generated from Instagram by ‘X’ per week

It’s all about your audience.
What are your top 3 competitors doing on social media?
Where are they can you see what is working and what is not?
COMPETITOR NAME SOCIAL NETWORK WHAT’S WORKING
How many people would you like to reach this year?
Remember you can be present on all social media but be realistic about where you will focus
your efforts on building an audience and don’t spread yourself too thin.
Social Media Platform
Current no. of followers
Increase for the year
(forecast)
Increase for the month
(forecast)
Increase for the day
(forecast)
Facebook
Twitter
LinkedIn
Instagram
Pinterest
YouTube
Snapchat
TikTok
What is your Social Media Strategy? How will you achieve your objectives?
Eg., using social media to build an email list by offering something free or valuable to your audience.
Creating a Facebook/Linkedin group to promote yourself as a thought leader.
Running a Facebook/Twitter Ad campaign

It’s all about your audience.
How often do you intend to post on social media? What subjects are your audience going to want to hear about?
Are you going to do your social media marketing in house or outsource?
What app’s will you use to save time with social media? Eg., Hootsuite, Buffer...
How much time do you intend spending on positive engagement on social media? (This is time spent that is actually going to
benefit your business and needs to be scheduled)
Marketing is telling the world you’re a rock star. Content marketing is showing the world you are one.
Robert Rose
YOUR CONTENT
What sort of content do you plan to create and distribute to your target audience?
Blog, videos, podcast, infographics, curated content, live video, tips, inspirational quotes, contests, special offers.

Blog with passion, passion spreads...
Scott Stratten
BLOGGING
What are your main blogging goals ?
Eg., increase website traffic, to build authority, promote yourself as thought leader,
to be noticed by media, to build a community, improve SEO
How often do you need to blog?
What subjects will you blog about? What do your audience want to know?
What blogs would you like to be featured in your niche?
How are you going to promote your blog? Eg., email, posting on social media, blog promotion sites, social sharing buttons,
linkedin articles, reddit, stumbleupon, networking with blogging community.
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
to be exposed to the information you are trying to communicate. Chris Sandoval
VIDEO MARKETING
Are you going to use video marketing to promote your business? If so, what is your main objective
for using it? Eg., increase brand awareness, education, lead generation, increase engagement, increase email opening rates,
build relationships.
How do you plan to create videos?
What will your video’s be about? (what are your audience looking for? What do they need to know?)
You can search for topics on Googles Keyword Planner.
How will you create your videos? Yourself or production company?
Where will you film and what equipment will you need?
Remember very effective videos can be made with an iPhone /smartphone and good natural light.
There are also apps available like Animoto.

PODCASTING
Podcasts entertain, educate, inform and inspire.
Podcasting can help you build your audience, build influence, trust, relationships and ultimately help you
to sell your products and services.
Are you going to create a Podcast? If so, what is your main objective for creating a Podcast?
What subjects will you Podcast about ?
Now you know who your target audience are and what they are passionate and interested in
you will be able to plan your content around these factors. ‘It’s all about your audience’
How often will you Podcast?
Will you do a one man show, co-host, or will you interview other influencers? If so, who?
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!
Bill Gates
PR PLAN
What media publicity would you like? Where do you want to be seen?
Mind Body Green, Entrepreneur, Forbes, Business Insider, Fast company, Problogger , Inc.
These are only examples. Who are the big media players in your niche?
What magazines/newspapers would you like to be featured in?
What radio shows/podcasts would you like to be on?
Are there any speaking opportunities you will put yourself forward for? Are there opportunities to nominate yourself
as a keynote speaker? Eg., conferences, trade shows, webinars
Are there any YouTubers who you would like to be interviewed by?
Who would you like to collaborate/join forces with?

CONTESTS
Sweepstakes, Contests and Giveaways are a great way to create buzz, awareness for your product or service
and help you build your email list.
Will you run any contests? If so, what will the objective be?
Eg., to launch a new product, to create a buzz and awareness around your product or to build your email?
What sort of contests will you run?
What prizes will you offer?
Prizes that are related to your product or service will attract more of the right audience than more generic prizes
like iPads or amazon vouchers? Also offering everyone a prize when the contest is announced is a great way
to build relationships. This could be a free report, PDF or Ebook.
Where will you promote your contest? Instagram/ Facebook/Pinterest/ Twitter...

2024
PROJECT PLANNER
BRAINSTORM
List all the projects you need to undertake for example, create email campaign, build website,
create webinars, weekly video
Priority No.
Project

Priority No.
Project

2024
CONNECTIONS
Succeeding in business is all about making connections.
Who do you want to connect with in 2024 and why?
Richard Branson
Name Why Name Why

Name Why Name Why

Success is the sum of small efforts - repeated day in and day out.
Robert Collier
MONTHLY/WEEKLY/DAILY TASKS
Are there any tasks that need to be carried out regularly on a daily, weekly or monthly basis?
List them here and don’t forget to schedule into your weekly plan.
MONTHLY
Eg., set monthly goals, complete
profit and loss statement & cash flow,
update product pages on website,
check/order stock, payroll
and wages
WEEKLY
Eg., set weekly goals and
write action plan and prioritize,
write blog post, create newsletter,
create & schedule social media posts
for the week, video for youtube,
complete weekly review
DAILY
Eg., set daily goals, complete
profit and loss statement & cash flow,
update product pages on website,
check/order stock, payroll
and wages,

THE
NUMBERS
YOUR FINANCE PLAN
You can always alter and adapt your plan,
provided you have one.
MANOJ ARORA

PERSONAL 2024 SURVIVAL BUDGET
This will give you a fair idea of the minimum amount you need to make in your business to survive
1 EXPENSES
Mortgage/Rent
Council Tax
Gas/Electricity/Oil
Water Rates
Health Insurance
Personal & Property Insurance
Food & Housekeeping
Telephone/Mobile Charges
Hire Charges (TV etc.)
Entertainment
Car Repayments
Car Tax/Insurance/Service/Maintenance
Credit Card/Loan Repayments
Tax/National Insurance
Children’s Expenditure
Holiday Fund
Gifts/Presents
Celebrations/Christmas
A
TOTAL COSTS
2 ESTIMATED INCOME
Income from Family/Partner
Part time job
Benefits
Grant
B
C
TOTAL INCOME (WITHOUT BUSINESS)
DISPOSABLE INCOME = B LESS A

2024 PROFIT & LOSS FORECAST
INCOME JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
SALES
DIRECT COSTS
GROSS PROFIT
EXPENSES
TOTAL EXPENSES
NET PROFIT

2024 BALANCE SHEET FORECAST
On start date
On end date
EXPENSES
Cash in bank
Accounts receivable
Inventory
Prepaid expenses
Deposits
Other current assetts
TOTAL CURRENT ASSETS
FIXED ASSETS
Machinery & Equipment
Furniture & Fixtures
Leaseholder improvements
Land & Buildings
Other fixed assets
TOTAL FIXED ASSETS (net of depreciation)
OTHER ASSETS
Intangibles intellectual property, patents,
trademarks, copyright
Other
TOTAL OTHER ASSETS
TOTAL ASSETS
LIABILITIES
Current liabilities
Accounts payable
Interest payable
Tax payable
Loans payable
Payable to stockholders
Owners equity
TOTAL LIABILITIES

2024
JANUARY
FEBRUARY
MARCH
MON 1 8 15 22 29
MON 5 12 19 26
MON 4 11 18 25
TUE 2 9 16 23 30
TUE 6 13 20 27
TUE 5 12 19 26
WED 3 10 17 24 31
WED 7 14 21 28
WED 6 13 20 27
THU 4 11 18 25
THU 1 8 15 22 29
THU 7 14 21 28
FRI 5 12 19 26
FRI 2 9 16 23
FRI 1 8 15 22 29
SAT 6 13 20 27
SAT 3 10 17 24
SAT 2 9 16 23 30
SUN 7 14 21 28
SUN 4 11 18 25
SUN 3 10 17 24 31
APRIL
MAY
JUNE
MON 1 8 15 22 29
MON 6 13 20 27
MON 3 10 17 24
TUE 2 9 16 23 30
TUE 7 14 21 28
TUE 4 11 18 25
WED 3 10 17 24
WED 1 8 15 22 29
WED 5 12 19 26
THU 4 11 18 25
THU 2 9 16 23 30
THU 6 13 20 27
FRI 5 12 19 26
FRI 3 10 17 24 31
FRI 7 14 21 28
SAT 6 13 20 27
SAT 4 11 18 25
SAT 1 8 15 22 29
SUN 7 14 21 28
SUN 5 12 19 26
SUN 2 9 16 23 30
JULY
AUGUST
SEPTEMBER
MON 1 8 15 22 29
MON 5 12 19 26
MON 2 9 16 23 30
TUE 2 9 16 23 30
TUE 6 13 20 27
TUE 3 10 17 24
WED 3 10 17 24 31
WED 7 14 21 28
WED 4 11 18 25
THU 4 11 18 25
THU 1 8 15 22 29
THU 5 12 19 26
FRI 5 12 19 26
FRI 2 9 16 23 30
FRI 6 13 20 27
SAT 6 13 20 27
SAT 3 10 17 24 31
SAT 7 14 21 28
SUN 7 14 21 28
SUN 4 11 18 25
SUN 1 8 15 22 29
OCTOBER
NOVEMBER
DECEMBER
MON 7 14 21 28
MON 4 11 18 25
MON 2 9 16 23 30
TUE 1 8 15 22 29
TUE 5 12 19 26
TUE 3 10 17 24 31
WED 2 9 16 23 30
WED 6 13 20 27
WED 4 11 18 25
THU 3 10 17 24 31
THU 7 14 21 28
THU 5 12 19 26
FRI 4 11 18 25
FRI 1 8 15 22 29
FRI 6 13 20 27
SAT 5 12 19 26
SAT 2 9 16 23 30
SAT 7 14 21 28
SUN 6 13 20 27
SUN 3 10 17 24
SUN 1 8 15 22 29

JANUARY
MONDAY TUESDAY WEDNESDAY THURSDAY
1 2 3 4
8 9 10 11
15 16 17 18
22 23 24 25
29 30 31
POSITIVE HABITS
“We are what we repeatedly do. Excellence is not an act but a habit.” - Aristotle
Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13

JANUARY
FRIDAY SATURDAY SUNDAY
NOTES
5 6 7
12 13 14
19 20 21
26 27 28
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

JANUARY GOALS & ACTIONS
Your main focus this month
GOALS

JANUARY PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
PROJECT TITLE/ACTION P T D/O/A
More project planning sheets can be found at the back of the planner

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Date: Content Title/Subject Blog Video/Reel Image Post Webinar

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Live Video Text Post Podcast Info Graphic Poll
Curated
Content
Call to Action
SM Platform
Names

01 JANUARY – 07 JANUARY
TO WATCH/READ/NOTES/IDEAS
“Your mindset is the lens through which you view
the world.”
REGULAR ACTION
01 MONDAY 02 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
01 JANUARY – 07 JANUARY
TO BUY/EXPENSES
03 WEDNESDAY 04 THURSDAY 05 FRIDAY 06 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
07 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

08 JANUARY – 14 JANUARY
TO WATCH/READ/NOTES/IDEAS
“Success is liking yourself, liking what you do,
and liking how you do it.”
Maya Angelou
REGULAR ACTION
08 MONDAY 09 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
08 JANUARY – 14 JANUARY
TO BUY/EXPENSES
10 WEDNESDAY 11 THURSDAY 12 FRIDAY 13 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
14 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

15 JANUARY – 21 JANUARY
“Believe in yourself and all that you are. Know
that there is something inside you that is greater
than any obstacle..”
Christian D. Larson
TO WATCH/READ/NOTES/IDEAS
REGULAR ACTION
15 MONDAY 16 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
15 JANUARY – 21 JANUARY
TO BUY/EXPENSES
17 WEDNESDAY 18 THURSDAY 19 FRIDAY 20 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
21 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

22 JANUARY – 28 JANUARY
“What you get by achieving your goals is
not as important as what you become by
achieving your goals.”
Zig Ziglar
TO WATCH/READ/NOTES/IDEAS
REGULAR ACTION
22 MONDAY 23 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
22 JANUARY – 28 JANUARY
TO BUY/EXPENSES
24 WEDNESDAY 25 THURSDAY 26 FRIDAY 27 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
28 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

29 JANUARY – 04 FEBRUARY
TO WATCH/READ/NOTES/IDEAS
“Your mindset is the lens through which you
view the world. ”
REGULAR ACTION
29 MONDAY 30 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
29 JANUARY – 04 FEBRUARY
TO BUY/EXPENSES
31 WEDNESDAY 01 THURSDAY 02 FRIDAY 03 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
04 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

JANUARY PROFIT & LOSS STATEMENT
This summarises your revenues, costs and expenses incurred during this month.
It shows the ability of your business to generate profit by increasing revenue and reducing costs.
Sales/Revenue Forecast Actual
SALES REVENUE
COST OF GOODS SOLD
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
NET PROFIT BEFORE TAXES
Income Taxes
NET PROFIT AFTER TAXES
Owner drawings or dividend

JANUARY CASHFLOW
The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.
It records what is actually received and paid. This will indicate when your expenses are too high and help you
determine if you should arrange short term investments to deal with cash flow surpluses.
It will also highlights how much capital investment your business needs.
Opening Bank & Cash Balance
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Loan/other cash injection
Other
TOTAL CASH RECEIPTS
TOTAL CASH AVAILABLE (before cash out)
CASH PAID OUT
SUBTOTAL
Loan Payment
Capital Purchase
Other Startup Costs
TOTAL CASH PAID OUT
CASH POSITION

FEBRUARY
MONDAY TUESDAY WEDNESDAY THURSDAY
1
5 6 7 8
12 13 14 15
19 20 21 22
26 27 28 29
POSITIVE HABITS
“Successful people are simply those with successful habits.”- Brian Tracy
Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12

FEBRUARY
FRIDAY SATURDAY SUNDAY
NOTES
2 3 4
9 10 11
16 17 18
23 24 25
13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29

FEBRUARY GOALS & ACTIONS
Your main focus this month
GOALS

FEBRUARY PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
PROJECT TITLE/ACTION P T D/O/A
More project planning sheets can be found at the back of the planner

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Date: Content Title/Subject Blog Video/Reel Image Post Webinar

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Live Video Text Post Podcast Info Graphic Poll
Curated
Content
Call to Action
SM Platform
Names

05 FEBRUARY – 11 FEBRUARY
TO WATCH/READ/NOTES/IDEAS
“Success is not about being the best, it’s about
being the best version of yourself. ”
REGULAR ACTION
05 MONDAY 06 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
05 FEBRUARY – 11 FEBRUARY
TO BUY/EXPENSES
07 WEDNESDAY 08 THURSDAY 09 FRIDAY 10 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
11 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

12 FEBRUARY – 18 FEBRUARY
TO WATCH/READ/NOTES/IDEAS
“Believe in the power of your own potential, and
you will achieve greatness. ”
REGULAR ACTION
12 MONDAY 13 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
12 FEBRUARY – 18 FEBRUARY
TO BUY/EXPENSES
14 WEDNESDAY 15 THURSDAY 16 FRIDAY 17 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
18 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

19 FEBRUARY – 25 FEBRUARY
TO WATCH/READ/NOTES/IDEAS
“Your future is not determined by your past,
but by your present actions.”
REGULAR ACTION
19 MONDAY 20 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
19 FEBRUARY – 25 FEBRUARY
TO BUY/EXPENSES
21 WEDNESDAY 22 THURSDAY 23 FRIDAY 24 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
25 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

26 FEBRUARY – 03 MARCH
TO WATCH/READ/NOTES/IDEAS
“You have the power within you to overcome
any obstacle. ”
REGULAR ACTION
26 MONDAY 27 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
26 FEBRUARY – 03 MARCH
TO BUY/EXPENSES
28 WEDNESDAY 29 THURSDAY 01 FRIDAY 02 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
03 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

FEBRUARY PROFIT & LOSS STATEMENT
This summarises your revenues, costs and expenses incurred during this month.
It shows the ability of your business to generate profit by increasing revenue and reducing costs.
Sales/Revenue Forecast Actual
SALES REVENUE
COST OF GOODS SOLD
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
NET PROFIT BEFORE TAXES
Income Taxes
NET PROFIT AFTER TAXES
Owner drawings or dividend

FEBRUARY CASHFLOW
The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.
It records what is actually received and paid. This will indicate when your expenses are too high and help you
determine if you should arrange short term investments to deal with cash flow surpluses.
It will also highlights how much capital investment your business needs.
Opening Bank & Cash Balance
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Loan/other cash injection
Other
TOTAL CASH RECEIPTS
TOTAL CASH AVAILABLE (before cash out)
CASH PAID OUT
SUBTOTAL
Loan Payment
Capital Purchase
Other Startup Costs
TOTAL CASH PAID OUT
CASH POSITION

MARCH
MONDAY TUESDAY WEDNESDAY THURSDAY
4 5 6 7
11 12 13 14
18 19 20 21
25 26 27 28
POSITIVE HABITS
“Motivation is what gets you started. Habit is what keeps you going.” - Jim Rohn
Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13

MARCH
FRIDAY SATURDAY SUNDAY
NOTES
1 2 3
8 9 10
15 16 17
22 23 24
29 03 31
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

MARCH GOALS & ACTIONS
Your main focus this month
GOALS

MARCH PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
PROJECT TITLE/ACTION P T D/O/A
More project planning sheets can be found at the back of the planner

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Date: Content Title/Subject Blog Video/Reel Image Post Webinar

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Live Video Text Post Podcast Info Graphic Poll
Curated
Content
Call to Action
SM Platform
Names

04 MARCH – 10 MARCH
“Believe in yourself, take on your challenges, dig
deep within yourself to conquer fears. Never let
anyone bring you down. You got this.”
Chantal Sutherland
TO WATCH/READ/NOTES/IDEAS
REGULAR ACTION
04 MONDAY 05 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
04 MARCH – 10 MARCH
TO BUY/EXPENSES
06 WEDNESDAY 07 THURSDAY 08 FRIDAY 09 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
10 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

11 MARCH – 17 MARCH
TO WATCH/READ/NOTES/IDEAS
“The only limit to your success is the depth of your
belief in yourself.”
REGULAR ACTION
11 MONDAY 12 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
11 MARCH – 17 MARCH
TO BUY/EXPENSES
13 WEDNESDAY 14 THURSDAY 15 FRIDAY 16 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
17 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

18 MARCH – 24 MARCH
TO WATCH/READ/NOTES/IDEAS
“Every great achievement begins with a
small step forward.”
REGULAR ACTION
18 MONDAY 19 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
18 MARCH – 24 MARCH
TO BUY/EXPENSES
20 WEDNESDAY 21 THURSDAY 22 FRIDAY 23 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
24 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

25 MARCH – 31 MARCH
TO WATCH/READ/NOTES/IDEAS
“Mindset is everything when it comes to
achieving your goals and creating the life
you desire.”
REGULAR ACTION
25 MONDAY 26 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
25 MARCH – 31 MARCH
TO BUY/EXPENSES
27 WEDNESDAY 28 THURSDAY 29 FRIDAY 30 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
31 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

MARCH PROFIT & LOSS STATEMENT
This summarises your revenues, costs and expenses incurred during this month.
It shows the ability of your business to generate profit by increasing revenue and reducing costs.
Sales/Revenue Forecast Actual
SALES REVENUE
COST OF GOODS SOLD
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
NET PROFIT BEFORE TAXES
Income Taxes
NET PROFIT AFTER TAXES
Owner drawings or dividend

MARCH CASHFLOW
The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.
It records what is actually received and paid. This will indicate when your expenses are too high and help you
determine if you should arrange short term investments to deal with cash flow surpluses.
It will also highlights how much capital investment your business needs.
Opening Bank & Cash Balance
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Loan/other cash injection
Other
TOTAL CASH RECEIPTS
TOTAL CASH AVAILABLE (before cash out)
CASH PAID OUT
SUBTOTAL
Loan Payment
Capital Purchase
Other Startup Costs
TOTAL CASH PAID OUT
CASH POSITION

APRIL
MONDAY TUESDAY WEDNESDAY THURSDAY
1 2 3 4
8 9 10 11
15 16 17 18
22 23 24 25
29 30
POSITIVE HABITS
“Success is the sum of small efforts repeated day in day out.” - Robert Collier
Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13

APRIL
FRIDAY SATURDAY SUNDAY
NOTES
5 6 7
12 13 14
19 20 21
26 27 28
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30

APRIL GOALS & ACTIONS
Your main focus this month
GOALS

APRIL PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
PROJECT TITLE/ACTION P T D/O/A
More project planning sheets can be found at the back of the planner

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Date: Content Title/Subject Blog Video/Reel Image Post Webinar

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Live Video Text Post Podcast Info Graphic Poll
Curated
Content
Call to Action
SM Platform
Names

01 APRIL – 07 APRIL
”Your beliefs become your thoughts, your thoughts
become your words, your words become your actions,
your actions become your habits, your habits become
your values, your values become your destiny.”
Mahatma Gandhi
TO WATCH/READ/NOTES/IDEAS
REGULAR ACTION
01 MONDAY 02 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
01 APRIL – 07 APRIL
TO BUY/EXPENSES
03 WEDNESDAY 04 THURSDAY 05 FRIDAY 06 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
07 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

08 APRIL – 14 APRIL
TO WATCH/READ/NOTES/IDEAS
“Focus on progress, not perfection.”
REGULAR ACTION
08 MONDAY 09 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
08 APRIL – 14 APRIL
TO BUY/EXPENSES
10 WEDNESDAY 11 THURSDAY 12 FRIDAY 13 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
14 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

15 APRIL – 21 APRIL
TO WATCH/READ/NOTES/IDEAS
“The key to success is not in what you achieve, but
in the person you become along the way.”
REGULAR ACTION
15 MONDAY 16 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
15 APRIL – 21 APRIL
TO BUY/EXPENSES
17 WEDNESDAY 18 THURSDAY 19 FRIDAY 20 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
21 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

22 APRIL – 28 APRIL
TO WATCH/READ/NOTES/IDEAS
“Get into the habit of asking yourself does this
support the life I want to create.”
REGULAR ACTION
22 MONDAY 23 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
22 APRIL – 28 APRIL
TO BUY/EXPENSES
24 WEDNESDAY 25 THURSDAY 26 FRIDAY 27 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
28 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

29 APRIL – 05 MAY
TO WATCH/READ/NOTES/IDEAS
“Your mind is a powerful thing. When you fill
it with positive thoughts, your life will start
to change.”
REGULAR ACTION
29 MONDAY 30 TUESDAY
Goals
Goals
1
1
2
2
3
3
7.00am
7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
29 APRIL – 05 MAY
TO BUY/EXPENSES
01 WEDNESDAY 02 THURSDAY 03 FRIDAY 04 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
05 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

APRIL PROFIT & LOSS STATEMENT
This summarises your revenues, costs and expenses incurred during this month.
It shows the ability of your business to generate profit by increasing revenue and reducing costs.
Sales/Revenue Forecast Actual
SALES REVENUE
COST OF GOODS SOLD
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
NET PROFIT BEFORE TAXES
Income Taxes
NET PROFIT AFTER TAXES
Owner drawings or dividend

APRIL CASHFLOW
The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.
It records what is actually received and paid. This will indicate when your expenses are too high and help you
determine if you should arrange short term investments to deal with cash flow surpluses.
It will also highlights how much capital investment your business needs.
Opening Bank & Cash Balance
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Loan/other cash injection
Other
TOTAL CASH RECEIPTS
TOTAL CASH AVAILABLE (before cash out)
CASH PAID OUT
SUBTOTAL
Loan Payment
Capital Purchase
Other Startup Costs
TOTAL CASH PAID OUT
CASH POSITION

MAY
MONDAY TUESDAY WEDNESDAY THURSDAY
1 2
6 7 8 9
13 14 15 16
20 21 22 23
27 28 29 30
POSITIVE HABITS
“Good habits are worth being fanatical about.” - John Irving
Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13

MAY
FRIDAY SATURDAY SUNDAY
NOTES
3 4 5
10 11 12
17 18 19
24 25 26
31
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

MAY GOALS & ACTIONS
Your main focus this month
GOALS

MAY PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
PROJECT TITLE/ACTION P T D/O/A
More project planning sheets can be found at the back of the planner

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Date: Content Title/Subject Blog Video/Reel Image Post Webinar

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Live Video Text Post Podcast Info Graphic Poll
Curated
Content
Call to Action
SM Platform
Names

06 MAY – 12 MAY
TO WATCH/READ/NOTES/IDEAS
“Change your thoughts and you change
your world.”
Norman Vincent Peale
REGULAR ACTION
06 MONDAY 07 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
06 MAY – 12 MAY
TO BUY/EXPENSES
08 WEDNESDAY 09 THURSDAY 10 FRIDAY 11 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
12 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

13 MAY – 19 MAY
“Success is not the key to happiness.
Happiness is the key to success. If you love
what you are doing, you will be successful.”
Albert Schweitzer
TO WATCH/READ/NOTES/IDEAS
REGULAR ACTION
13 MONDAY 14 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
13 MAY – 19 MAY
TO BUY/EXPENSES
15 WEDNESDAY 16 THURSDAY 17 FRIDAY 18 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
19 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

20 MAY – 26 MAY
“Don’t limit yourself. Many people limit
themselves to what they think they can do. You
can go as far as your mind lets you. What you
believe, you can achieve.”
Mary Kay Ash
TO WATCH/READ/NOTES/IDEAS
REGULAR ACTION
20 MONDAY 21 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
20 MAY – 26 MAY
TO BUY/EXPENSES
22 WEDNESDAY 23 THURSDAY 24 FRIDAY 25 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
26 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

27 MAY – 02 JUNE
TO WATCH/READ/NOTES/IDEAS
“You always have time for the things you
put first.”
REGULAR ACTION
27 MONDAY 28 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
27 MAY – 02 JUNE
TO BUY/EXPENSES
29 WEDNESDAY 30 THURSDAY 31 FRIDAY 01 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
02 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

MAY PROFIT & LOSS STATEMENT
This summarises your revenues, costs and expenses incurred during this month.
It shows the ability of your business to generate profit by increasing revenue and reducing costs.
Sales/Revenue Forecast Actual
SALES REVENUE
COST OF GOODS SOLD
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
NET PROFIT BEFORE TAXES
Income Taxes
NET PROFIT AFTER TAXES
Owner drawings or dividend

MAY CASHFLOW
The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.
It records what is actually received and paid. This will indicate when your expenses are too high and help you
determine if you should arrange short term investments to deal with cash flow surpluses.
It will also highlights how much capital investment your business needs.
Opening Bank & Cash Balance
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Loan/other cash injection
Other
TOTAL CASH RECEIPTS
TOTAL CASH AVAILABLE (before cash out)
CASH PAID OUT
SUBTOTAL
Loan Payment
Capital Purchase
Other Startup Costs
TOTAL CASH PAID OUT
CASH POSITION

JUNE
MONDAY TUESDAY WEDNESDAY THURSDAY
3 4 5 6
10 11 12 13
17 18 19 20
24 25 26 27
POSITIVE HABITS
“Success is the product of daily habits—not once-in-a-lifetime transformations.” - James Clear
Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13

JUNE
FRIDAY SATURDAY SUNDAY
NOTES
1 2
7 8 9
14 15 16
21 22 23
28 29 30
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30

JUNE GOALS & ACTIONS
Your main focus this month
GOALS

JUNE PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
PROJECT TITLE/ACTION P T D/O/A
More project planning sheets can be found at the back of the planner

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Date: Content Title/Subject Blog Video/Reel Image Post Webinar

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Live Video Text Post Podcast Info Graphic Poll
Curated
Content
Call to Action
SM Platform
Names

03 JUNE – 09 JUNE
TO WATCH/READ/NOTES/IDEAS
“Habits are like seeds. What you plant today
will grow tomorrow.”
REGULAR ACTION
03 MONDAY 04 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
03 JUNE – 09 JUNE
TO BUY/EXPENSES
05 WEDNESDAY 06 THURSDAY 07 FRIDAY 08 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
09 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

10 JUNE – 16 JUNE
“Live the Life of Your Dreams: Be brave enough
to live the life of your dreams according to your
vision and purpose instead of the expectations
and opinions of others.”
Roy T. Bennett
TO WATCH/READ/NOTES/IDEAS
REGULAR ACTION
10 MONDAY 11 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
10 JUNE – 16 JUNE
TO BUY/EXPENSES
12 WEDNESDAY 13 THURSDAY 14 FRIDAY 15 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
16 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

17 JUNE – 23 JUNE
TO WATCH/READ/NOTES/IDEAS
“The only way to achieve your dreams is to
have a positive mindset. ”
REGULAR ACTION
17 MONDAY 18 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
17 JUNE – 23 JUNE
TO BUY/EXPENSES
19 WEDNESDAY 20 THURSDAY 21 FRIDAY 22 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
23 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

24 JUNE – 30 JUNE
TO WATCH/READ/NOTES/IDEAS
“The habits you form today will determine
your tomorrow.”
REGULAR ACTION
24 MONDAY 25 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
24 JUNE – 30 JUNE
TO BUY/EXPENSES
26 WEDNESDAY 27 THURSDAY 28 FRIDAY 29 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
30 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

JUNE PROFIT & LOSS STATEMENT
This summarises your revenues, costs and expenses incurred during this month.
It shows the ability of your business to generate profit by increasing revenue and reducing costs.
Sales/Revenue Forecast Actual
SALES REVENUE
COST OF GOODS SOLD
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
NET PROFIT BEFORE TAXES
Income Taxes
NET PROFIT AFTER TAXES
Owner drawings or dividend

JUNE CASHFLOW
The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.
It records what is actually received and paid. This will indicate when your expenses are too high and help you
determine if you should arrange short term investments to deal with cash flow surpluses.
It will also highlights how much capital investment your business needs.
Opening Bank & Cash Balance
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Loan/other cash injection
Other
TOTAL CASH RECEIPTS
TOTAL CASH AVAILABLE (before cash out)
CASH PAID OUT
SUBTOTAL
Loan Payment
Capital Purchase
Other Startup Costs
TOTAL CASH PAID OUT
CASH POSITION

JULY
MONDAY TUESDAY WEDNESDAY THURSDAY
1 2 3 4
8 9 10 11
15 16 17 18
22 23 24 25
29 30 31
POSITIVE HABITS
“We become what we repeatedly do.” - Sean Covey
Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13

JULY
FRIDAY SATURDAY SUNDAY
NOTES
5 6 7
12 13 14
19 20 21
26 27 28
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

JULY GOALS & ACTIONS
Your main focus this month
GOALS

JULY PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
PROJECT TITLE/ACTION P T D/O/A
More project planning sheets can be found at the back of the planner

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Date: Content Title/Subject Blog Video/Reel Image Post Webinar

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Live Video Text Post Podcast Info Graphic Poll
Curated
Content
Call to Action
SM Platform
Names

01 JULY – 07 JULY
TO WATCH/READ/NOTES/IDEAS
“It’s the possibility of having a dream come true
that makes life interesting.”
Paulo Coelho, The Alchemist
REGULAR ACTION
01 MONDAY 02 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
01 JULY – 07 JULY
TO BUY/EXPENSES
03 WEDNESDAY 04 THURSDAY 05 FRIDAY 06 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
07 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

08 JULY – 14 JULY
“To be successful, you must accept all
challenges that come your way. You can’t just
accept the ones you like.”
Mike Gafka
TO WATCH/READ/NOTES/IDEAS
REGULAR ACTION
08 MONDAY 09 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
08 JULY – 14 JULY
TO BUY/EXPENSES
10 WEDNESDAY 11 THURSDAY 12 FRIDAY 13 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
14 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

15 JULY – 21 JULY
TO WATCH/READ/NOTES/IDEAS
“If you don’t like something, change it. If you can’t
change it, change your attitude.”
Maya Angelou
REGULAR ACTION
15 MONDAY 16 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
15 JULY – 21 JULY
TO BUY/EXPENSES
17 WEDNESDAY 18 THURSDAY 19 FRIDAY 20 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
21 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

22 JULY – 28 JULY
TO WATCH/READ/NOTES/IDEAS
“ It’s never too late to set another goal or to
dream a new dream.”
REGULAR ACTION
22 MONDAY 23 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
22 JULY – 28 JULY
TO BUY/EXPENSES
24 WEDNESDAY 25 THURSDAY 26 FRIDAY 27 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
28 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

29 JULY – 04 AUGUST
TO WATCH/READ/NOTES/IDEAS
“You don’t have to be perfect to be amazing”
REGULAR ACTION
29 MONDAY 30 TUESDAY
Goals
Goals
1
1
2
2
3
3
7.00am
7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

29 JULY – 04 AUGUST
NOTES
TO BUY/EXPENSES
31 WEDNESDAY 01 THURSDAY 02 FRIDAY 03 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
04 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

JULY PROFIT & LOSS STATEMENT
This summarises your revenues, costs and expenses incurred during this month.
It shows the ability of your business to generate profit by increasing revenue and reducing costs.
Sales/Revenue Forecast Actual
SALES REVENUE
COST OF GOODS SOLD
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
NET PROFIT BEFORE TAXES
Income Taxes
NET PROFIT AFTER TAXES
Owner drawings or dividend

JULY CASHFLOW
The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.
It records what is actually received and paid. This will indicate when your expenses are too high and help you
determine if you should arrange short term investments to deal with cash flow surpluses.
It will also highlights how much capital investment your business needs.
Opening Bank & Cash Balance
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Loan/other cash injection
Other
TOTAL CASH RECEIPTS
TOTAL CASH AVAILABLE (before cash out)
CASH PAID OUT
SUBTOTAL
Loan Payment
Capital Purchase
Other Startup Costs
TOTAL CASH PAID OUT
CASH POSITION

AUGUST
MONDAY TUESDAY WEDNESDAY THURSDAY
1
5 6 7 8
12 13 14 15
19 20 21 22
26 27 28 29
POSITIVE HABITS
“Just do it! First you make your habits, then your habits make you” - Lucas Remmerswaal
Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13

AUGUST
FRIDAY SATURDAY SUNDAY
NOTES
2 3 4
9 10 11
16 17 18
23 24 25
30 31
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

AUGUST GOALS & ACTIONS
Your main focus this month
GOALS

AUGUST PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
PROJECT TITLE/ACTION P T D/O/A
More project planning sheets can be found at the back of the planner

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Date: Content Title/Subject Blog Video/Reel Image Post Webinar

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Live Video Text Post Podcast Info Graphic Poll
Curated
Content
Call to Action
SM Platform
Names

05 AUGUST – 11 AUGUST
“Your work is going to fill a large part of your life,
and the only way to be truly satisfied is to do what
you believe is great work. And the only way to do
great work is to love what you do.”
Steve Jobs
TO WATCH/READ/NOTES/IDEAS
REGULAR ACTION
05 MONDAY 06 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
05 AUGUST – 11 AUGUST
TO BUY/EXPENSES
07 WEDNESDAY 08 THURSDAY 09 FRIDAY 10 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
11 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

12 AUGUST – 18 AUGUST
“I believe that imagination is stronger than
knowledge. That myth is more potent than history.
That dreams are more powerful than facts. That
hope always triumphs over experience.”
Robert Fulghum
TO WATCH/READ/NOTES/IDEAS
REGULAR ACTION
12 MONDAY 13 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
12 AUGUST – 18 AUGUST
TO BUY/EXPENSES
14 WEDNESDAY 15 THURSDAY 16 FRIDAY 17 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
18 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

19 AUGUST – 25 AUGUST
TO WATCH/READ/NOTES/IDEAS
“ Life is too short to waste time on negative
thoughts. Focus on the positive and watch
your life transform.”
REGULAR ACTION
19 MONDAY 20 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
19 AUGUST – 25 AUGUST
TO BUY/EXPENSES
1
21 WEDNESDAY 22 THURSDAY 23 FRIDAY 24 SATURDAY
Goals Goals Goals
AM
1
1
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
25 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

26 AUGUST – 01 SEPTEMBER
TO WATCH/READ/NOTES/IDEAS
“Believe in your dreams, and never let anyone
tell you they’re impossible. With hard work and
determination, anything is achievable.”
REGULAR ACTION
26 MONDAY 27 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
26 AUGUST – 01 SEPTEMBER
TO BUY/EXPENSES
28 WEDNESDAY 29 THURSDAY 30 FRIDAY 31 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
01 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

AUGUST PROFIT & LOSS STATEMENT
This summarises your revenues, costs and expenses incurred during this month.
It shows the ability of your business to generate profit by increasing revenue and reducing costs.
Sales/Revenue Forecast Actual
SALES REVENUE
COST OF GOODS SOLD
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
NET PROFIT BEFORE TAXES
Income Taxes
NET PROFIT AFTER TAXES
Owner drawings or dividend

AUGUST CASHFLOW
The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.
It records what is actually received and paid. This will indicate when your expenses are too high and help you
determine if you should arrange short term investments to deal with cash flow surpluses.
It will also highlights how much capital investment your business needs.
Opening Bank & Cash Balance
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Loan/other cash injection
Other
TOTAL CASH RECEIPTS
TOTAL CASH AVAILABLE (before cash out)
CASH PAID OUT
SUBTOTAL
Loan Payment
Capital Purchase
Other Startup Costs
TOTAL CASH PAID OUT
CASH POSITION

SEPTEMBER
MONDAY TUESDAY WEDNESDAY THURSDAY
2 3 4 5
9 10 11 12
16 17 18 19
23 24 25 26
30
POSITIVE HABITS
“Depending on what they are, our habits will either make us or break us.
We become what we repeatedly do.” - Sean Covey
Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13

SEPTEMBER
FRIDAY SATURDAY SUNDAY
NOTES
1
6 7 8
13 14 15
20 21 22
27 28 29
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30

SEPTEMBER GOALS & ACTIONS
Your main focus this month
GOALS

SEPTEMBER PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
PROJECT TITLE/ACTION P T D/O/A
More project planning sheets can be found at the back of the planner

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Date: Content Title/Subject Blog Video/Reel Image Post Webinar

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Live Video Text Post Podcast Info Graphic Poll
Curated
Content
Call to Action
SM Platform
Names

02 SEPTEMBER – 08 SEPTEMBER
“Success is not about perfection, it’s about
progress. Keep moving forward and watch
your dreams become a reality.”
TO WATCH/READ/NOTES/IDEAS
REGULAR ACTION
02 MONDAY 03 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
02 SEPTEMBER – 08 SEPTEMBER
TO BUY/EXPENSES
04 WEDNESDAY 05 THURSDAY 06 FRIDAY 07 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
08 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

09 SEPTEMBER – 15 SEPTEMBER
“Consistency compounds and persistency
pays off. Never underestimate what you can
accomplish when you keep showing up and
doing what you need to do.”
TO WATCH/READ/NOTES/IDEAS
REGULAR ACTION
09 MONDAY 10 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
09 SEPTEMBER – 15 SEPTEMBER
TO BUY/EXPENSES
11 WEDNESDAY 12 THURSDAY 13 FRIDAY 14 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
15 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

16 SEPTEMBER – 22 SEPTEMBER
“Today decide what day you are going to have.
Wake up with gratitude and a smile.
Remember, a beautiful day begins with a
beautiful mindset.”
TO WATCH/READ/NOTES/IDEAS
REGULAR ACTION
16 MONDAY 17 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
16 SEPTEMBER – 22 SEPTEMBER
TO BUY/EXPENSES
18 WEDNESDAY 19 THURSDAY 20 FRIDAY 21 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
22 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

23 SEPTEMBER – 29 SEPTEMBER
TO WATCH/READ/NOTES/IDEAS
“Your mindset is your superpower. Believe in
yourself and watch the world bend to your will.”
REGULAR ACTION
23 MONDAY 24 TUESDAY
Goals
Goals
1
1
2
2
3
3
7.00am
7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
23 SEPTEMBER – 29 SEPTEMBER
TO BUY/EXPENSES
25 WEDNESDAY 26 THURSDAY 27 FRIDAY 28 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
29 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

30 SEPTEMBER – 06 OCTOBER
TO WATCH/READ/NOTES/IDEAS
“The beauty of life is in its imperfections.
Embrace them, and you’ll find that everything
falls into place”
REGULAR ACTION
30 MONDAY 01 TUESDAY
Goals
Goals
1
1
2
2
3
3
7.00am
7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

30 SEPTEMBER – 06 OCTOBER
NOTES
TO BUY/EXPENSES
02 WEDNESDAY 03 THURSDAY 04 FRIDAY 05 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
06 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

SEPTEMBER PROFIT & LOSS STATEMENT
This summarises your revenues, costs and expenses incurred during this month.
It shows the ability of your business to generate profit by increasing revenue and reducing costs.
Sales/Revenue Forecast Actual
SALES REVENUE
COST OF GOODS SOLD
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
NET PROFIT BEFORE TAXES
Income Taxes
NET PROFIT AFTER TAXES
Owner drawings or dividend

SEPTEMBER CASHFLOW
The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.
It records what is actually received and paid. This will indicate when your expenses are too high and help you
determine if you should arrange short term investments to deal with cash flow surpluses.
It will also highlights how much capital investment your business needs.
Opening Bank & Cash Balance
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Loan/other cash injection
Other
TOTAL CASH RECEIPTS
TOTAL CASH AVAILABLE (before cash out)
CASH PAID OUT
SUBTOTAL
Loan Payment
Capital Purchase
Other Startup Costs
TOTAL CASH PAID OUT
CASH POSITION

OCTOBER
MONDAY TUESDAY WEDNESDAY THURSDAY
1 2 3
7 8 9 10
14 15 16 17
21 22 23 24
28 29 30 31
POSITIVE HABITS
“Habits stay with you even when you don’t have the motivation.” - Neeraj Agnihotri
Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13

OCTOBER
FRIDAY SATURDAY SUNDAY
NOTES
4 5 6
11 12 13
18 19 20
25 26 27
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

OCTOBER GOALS & ACTIONS
Your main focus this month
GOALS

OCTOBER PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
PROJECT TITLE/ACTION P T D/O/A
More project planning sheets can be found at the back of the planner

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Date: Content Title/Subject Blog Video/Reel Image Post Webinar

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Live Video Text Post Podcast Info Graphic Poll
Curated
Content
Call to Action
SM Platform
Names

07 OCTOBER – 13 OCTOBER
TO WATCH/READ/NOTES/IDEAS
“When you believe in yourself, anything is
possible. Let go of doubt and watch the
magic unfold.”
REGULAR ACTION
07 MONDAY 08 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
07 OCTOBER – 13 OCTOBER
TO BUY/EXPENSES
09 WEDNESDAY 10 THURSDAY 11 FRIDAY 12 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
13 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

14 OCTOBER – 20 OCTOBER
TO WATCH/READ/NOTES/IDEAS
“Life is a journey, not a destination. Embrace
every moment and cherish the memories.”
REGULAR ACTION
14 MONDAY 15 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
14 OCTOBER – 20 OCTOBER
TO BUY/EXPENSES
16 WEDNESDAY 17 THURSDAY 18 FRIDAY 19 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
20 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

21 OCTOBER – 27 OCTOBER
TO WATCH/READ/NOTES/IDEAS
“Your greatest strength lies within you. Believe in
yourself, and you’ll be unstoppable.”
REGULAR ACTION
21MONDAY
22 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
21 OCTOBER – 27 OCTOBER
TO BUY/EXPENSES
23 WEDNESDAY 24 THURSDAY 25 FRIDAY 26 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
27 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

28 OCTOBER – 03 NOVEMBER
TO WATCH/READ/NOTES/IDEAS
”Every day is a new opportunity to be the best
version of yourself. Seize it with open arms.”
REGULAR ACTION
28 MONDAY 29 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
28 OCTOBER – 03 NOVEMBER
TO BUY/EXPENSES
30 WEDNESDAY 31 THURSDAY 01 FRIDAY 02 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
03 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

OCTOBER PROFIT & LOSS STATEMENT
This summarises your revenues, costs and expenses incurred during this month.
It shows the ability of your business to generate profit by increasing revenue and reducing costs.
Sales/Revenue Forecast Actual
SALES REVENUE
COST OF GOODS SOLD
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
NET PROFIT BEFORE TAXES
Income Taxes
NET PROFIT AFTER TAXES
Owner drawings or dividend

OCTOBER CASHFLOW
The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.
It records what is actually received and paid. This will indicate when your expenses are too high and help you
determine if you should arrange short term investments to deal with cash flow surpluses.
It will also highlights how much capital investment your business needs.
Opening Bank & Cash Balance
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Loan/other cash injection
Other
TOTAL CASH RECEIPTS
TOTAL CASH AVAILABLE (before cash out)
CASH PAID OUT
SUBTOTAL
Loan Payment
Capital Purchase
Other Startup Costs
TOTAL CASH PAID OUT
CASH POSITION

NOVEMBER
MONDAY TUESDAY WEDNESDAY THURSDAY
4 5 6 7
11 12 13 14
18 19 20 21
25 26 27 28
POSITIVE HABITS
“Creativity is a habit, and the best creativity is the result of good work habits.” - Twyla Tharp
Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13

NOVEMBER
FRIDAY SATURDAY SUNDAY
NOTES
1 2 3
8 9 10
15 16 17
22 23 24
29 30
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30

NOVEMBER GOALS & ACTIONS
Your main focus this month
GOALS

NOVEMBER PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
PROJECT TITLE/ACTION P T D/O/A
More project planning sheets can be found at the back of the planner

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Date: Content Title/Subject Blog Video/Reel Image Post Webinar

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Live Video Text Post Podcast Info Graphic Poll
Curated
Content
Call to Action
SM Platform
Names

04 NOVEMBER – 10 NOVEMBER
TO WATCH/READ/NOTES/IDEAS
“The only limits in life are the ones you set
for yourself. Break free from self-doubt and
watch the world open up to you.”
REGULAR ACTION
04 MONDAY 05 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
04 NOVEMBER – 10 NOVEMBER
TO BUY/EXPENSES
06 WEDNESDAY 07 THURSDAY 08 FRIDAY 09 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
10 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

11 NOVEMBER – 17 NOVEMBER
TO WATCH/READ/NOTES/IDEAS
“Don’t wait for opportunities, create them.”
REGULAR ACTION
11 MONDAY 12 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
11 NOVEMBER – 17 NOVEMBER
TO BUY/EXPENSES
13 WEDNESDAY 14 THURSDAY 15 FRIDAY 16 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
17 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

18 NOVEMBER – 24 NOVEMBER
TO WATCH/READ/NOTES/IDEAS
“Your thoughts create your reality.
Choose them wisely”
REGULAR ACTION
18 MONDAY 19 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
18 NOVEMBER – 24 NOVEMBER
TO BUY/EXPENSES
20 WEDNESDAY 21 THURSDAY 22 FRIDAY 23 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
24 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

25 NOVEMBER – 01 DECEMBER
TO WATCH/READ/NOTES/IDEAS
“Your greatest power is your ability to
choose. Choose positivity, and watch your
life transform.”
REGULAR ACTION
25 MONDAY 26 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
25 NOVEMBER – 01 DECEMBER
TO BUY/EXPENSES
27 WEDNESDAY 28 THURSDAY 29 FRIDAY 30 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
01 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

NOVEMBER PROFIT & LOSS STATEMENT
This summarises your revenues, costs and expenses incurred during this month.
It shows the ability of your business to generate profit by increasing revenue and reducing costs.
Sales/Revenue Forecast Actual
SALES REVENUE
COST OF GOODS SOLD
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
NET PROFIT BEFORE TAXES
Income Taxes
NET PROFIT AFTER TAXES
Owner drawings or dividend

NOVEMBER CASHFLOW
The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.
It records what is actually received and paid. This will indicate when your expenses are too high and help you
determine if you should arrange short term investments to deal with cash flow surpluses.
It will also highlights how much capital investment your business needs.
Opening Bank & Cash Balance
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Loan/other cash injection
Other
TOTAL CASH RECEIPTS
TOTAL CASH AVAILABLE (before cash out)
CASH PAID OUT
SUBTOTAL
Loan Payment
Capital Purchase
Other Startup Costs
TOTAL CASH PAID OUT
CASH POSITION

DECEMBER
MONDAY TUESDAY WEDNESDAY THURSDAY
2 3 4 5
9 10 11 12
16 17 18 19
23 24 25 26
30 31
POSITIVE HABITS
“You’ll never change your life until you change something you do daily.
The secret of your success is found in your daily routine.” - John C. Maxwell
Write your habit here 1 2 3 4 5 6 7 8 9 10 11 12 13

DECEMBER
FRIDAY SATURDAY SUNDAY
NOTES
1
6 7 8
13 14 15
20 21 22
27 28 29
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

DECEMBER GOALS & ACTIONS
Your main focus this month
GOALS

DECEMBER PROJECT PLANNER
1. Write a title for each project and list everything you need to do under that title.
2. Prioritise each task/action with a number (P)
3. Write approximately how long it will take (T)
4. Write who is going to do M (Me) D ( Delegate) O (Outsource) A (Automate)
PROJECT TITLE/ACTION P T D/O/A
More project planning sheets can be found at the back of the planner

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Date: Content Title/Subject Blog Video/Reel Image Post Webinar

SOCIAL MEDIA CONTENT PLANNER
People use social media to be social, not to be sold to.
When planning, remember the 80/20 rule: 80% audience interest/20% promotional.
Live Video Text Post Podcast Info Graphic Poll
Curated
Content
Call to Action
SM Platform
Names

02 DECEMBER – 08 DECEMBER
TO WATCH/READ/NOTES/IDEAS
“You are the architect of your own life. Design it
with intention and purpose.”
REGULAR ACTION
02 MONDAY 03 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
02 DECEMBER – 08 DECEMBER
TO BUY/EXPENSES
04 WEDNESDAY 05 THURSDAY 06 FRIDAY 07 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
08 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

09 DECEMBER – 15 DECEMBER
TO WATCH/READ/NOTES/IDEAS
“Life is a journey of growth and discovery.
Embrace the lessons and enjoy the ride.”
REGULAR ACTION
09 MONDAY 10 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
09 DECEMBER – 15 DECEMBER
TO BUY/EXPENSES
11 WEDNESDAY 12 THURSDAY 13 FRIDAY 14 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
15 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

16 DECEMBER – 22 DECEMBER
TO WATCH/READ/NOTES/IDEAS
“The gap between the life you want and the
life you are living, is called Mindset, Focus
and consistency.”
REGULAR ACTION
16 MONDAY 17 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
16 DECEMBER – 22 DECEMBER
TO BUY/EXPENSES
18 WEDNESDAY 19 THURSDAY 20 FRIDAY 21 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
22 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

23 DECEMBER – 29 DECEMBER
TO WATCH/READ/NOTES/IDEAS
“When you want something, all the universe
conspires in helping you to achieve that.”
REGULAR ACTION
23 MONDAY 24 TUESDAY
Goals
Goals
1
2
3
1
2
3
GOALS/PROJECTS/ACTIONS/CALLS
7.00am
8.00am
7.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

NOTES
23 DECEMBER – 29 DECEMBER
TO BUY/EXPENSES
25 WEDNESDAY 26 THURSDAY 27 FRIDAY 28 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
29 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

30 DECEMBER – 05 JANUARY 2025
TO WATCH/READ/NOTES/IDEAS
“Your life is as god as your mindset”
REGULAR ACTION
30 MONDAY 31 TUESDAY
Goals
Goals
1
1
2
2
3
3
7.00am
7.00am
GOALS/PROJECTS/ACTIONS/CALLS
8.00am
8.00am
9.00am
9.00am
10.00am
10.00am
11.00am
11.00am
12.00pm
12.00pm
1.00pm
1.00pm
2.00pm
2.00pm
3.00pm
3.00pm
4.00pm
4.00pm
5.00pm
5.00pm
6.00pm
6.00pm
7.00pm
7.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Meditation
Glasses of Water
Exercise
Exercise

30 DECEMBER – 05 JANUARY 2025
NOTES
TO BUY/EXPENSES
01 WEDNESDAY 02 THURSDAY 03 FRIDAY 04 SATURDAY
1
Goals Goals Goals
1
1
AM
2
2
2
3
3
3
7.00am
7.00am
7.00am
8.00am
8.00am
8.00am
PM
9.00am
9.00am
9.00am
10.00am
10.00am
10.00am
11.00am
11.00am
11.00am
No of mins
Glasses of Water
12.00pm
12.00pm
12.00pm
Meditation
Exercise
1.00pm
1.00pm
1.00pm
05 SUNDAY
2.00pm
2.00pm
2.00pm
AM
3.00pm
3.00pm
3.00pm
4.00pm
4.00pm
4.00pm
5.00pm
5.00pm
5.00pm
6.00pm
6.00pm
6.00pm
PM
7.00pm
7.00pm
7.00pm
8.00pm
8.00pm
8.00pm
No of mins
Meditation
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
No of mins
Glasses of Water
Meditation
Meditation
Meditation
Exercise Exercise Exercise Exercise

WEEKLY REVIEW
REVIEW • REFLECT • IMPROVE
How many sales did you make?
What goals didn’t you achieve?
Forecast
Actual
How many new email subscribers?
Forecast
Actual
How was your social media growth?
With every new follower you are introducing
your product to a new person
What do you need to do to achieve these
goals? Eg., reading, research, time, training,
outsourcing
Facebook
Twitter
LinkedIn
Instagram
YouTube
Snapchat
Tumblr
TikTok
Pinterest
Your achievements (big & small)
Gratitude journal
Gratitude is your open door to abundance and blessing.
What are you thankful for?
What worked?
What didn’t?

WEEKLY REVIEW
IDEA AND INSPIRATION VAULT
Never forget an idea again! Write it down and store it here.
Be inspired • Doodle • Scribble • MindMap • Brainstorm

DECEMBER PROFIT & LOSS STATEMENT
This summarises your revenues, costs and expenses incurred during this month.
It shows the ability of your business to generate profit by increasing revenue and reducing costs.
Sales/Revenue Forecast Actual
SALES REVENUE
COST OF GOODS SOLD
GROSS PROFIT
OPERATING EXPENSES
TOTAL EXPENSES
NET PROFIT BEFORE TAXES
Income Taxes
NET PROFIT AFTER TAXES
Owner drawings or dividend

DECEMBER CASHFLOW
The Cash Flow spreadsheet shows how money will come in and go out of your business at a certain time.
It records what is actually received and paid. This will indicate when your expenses are too high and help you
determine if you should arrange short term investments to deal with cash flow surpluses.
It will also highlights how much capital investment your business needs.
Opening Bank & Cash Balance
Bank Account
Cash
CASH RECEIPTS
Cash Sales
Loan/other cash injection
Other
TOTAL CASH RECEIPTS
TOTAL CASH AVAILABLE (before cash out)
CASH PAID OUT
SUBTOTAL
Loan Payment
Capital Purchase
Other Startup Costs
TOTAL CASH PAID OUT
CASH POSITION

REVIEW 2024
How did your business perform? Did you reach your goals and financial targets?
What were your biggest achievements?
What were your biggest achievements?
Looking back did you spend time on anything that was not taking your business forward?
What would you do differently next year in your business?
Were you happy with your personal life? What aspects of your life did you enjoy?
What are you going to do differently in your life this year?

PROJECT PLANNER
Project Title/Action P T D/O/A

CONTACTS
Name
Name
Address
Address
Tel
Mob
Tel
Mob
Email
Email
Name
Name
Address
Address
Tel
Mob
Tel
Mob
Email
Email
Name
Name
Address
Address
Tel
Mob
Tel
Mob
Email
Email
Name
Name
Address
Address
Tel
Mob
Tel
Mob
Email
Email

CONTACTS
Name
Name
Address
Address
Tel
Mob
Tel
Mob
Email
Email
Name
Name
Address
Address
Tel
Mob
Tel
Mob
Email
Email
Name
Name
Address
Address
Tel
Mob
Tel
Mob
Email
Email
Name
Name
Address
Address
Tel
Mob
Tel
Mob
Email
Email

CONTACTS
Name
Name
Address
Address
Tel
Mob
Tel
Mob
Email
Email
Name
Name
Address
Address
Tel
Mob
Tel
Mob
Email
Email
Name
Name
Address
Address
Tel
Mob
Tel
Mob
Email
Email
Name
Name
Address
Address
Tel
Mob
Tel
Mob
Email
Email

2025
JANUARY
FEBRUARY
MARCH
MON 6 13 20 27
MON 3 10 17 24
MON 3 10 17 24 31
TUE 7 14 21 28
TUE 4 11 18 25
TUE 4 11 18 25
WED 1 8 15 22 29
WED 5 12 19 26
WED 5 12 19 26
THU 2 9 16 23 30
THU 6 13 20 27
THU 6 13 20 27
FRI 3 10 17 24 31
FRI 7 14 21 28
FRI 7 14 21 28
SAT 4 11 18 25
SAT 1 8 15 22
SAT 1 8 15 22 29
SUN 5 12 19 26
SUN 2 9 16 23
SUN 2 9 16 23 30
APRIL
MAY
JUNE
MON 7 14 21 28
MON 5 12 19 26
MON 2 9 16 23 30
TUE 1 8 15 22 29
TUE 6 13 20 27
TUE 3 10 17 24
WED 2 9 16 23 30
WED 7 14 21 28
WED 4 11 18 25
THU 3 10 17 24
THU 1 8 15 22 29
THU 5 12 19 26
FRI 4 11 18 25
FRI 2 9 16 23 30
FRI 6 13 20 27
SAT 5 12 19 26
SAT 3 10 17 24 31
SAT 7 14 21 28
SUN 6 13 20 27
SUN 4 11 18 25
SUN 1 8 15 22 29
JULY
AUGUST
SEPTEMBER
MON 7 14 21 28
MON 4 11 18 25
MON 1 8 15 22 29
TUE 1 8 15 22 29
TUE 5 12 19 26
TUE 2 9 16 23 30
WED 2 9 16 23 30
WED 6 13 20 27
WED 3 10 17 24
THU 3 10 17 24 31
THU 7 14 21 28
THU 4 11 18 25
FRI 4 11 18 25
FRI 1 8 15 22 29
FRI 5 12 19 26
SAT 5 12 19 26
SAT 2 9 16 23 30
SAT 6 13 20 27
SUN 6 13 20 27
SUN 3 10 17 24 31
SUN 7 14 21 28
OCTOBER
NOVEMBER
DECEMBER
MON 6 13 20 27
TUE 7 14 21 28
WED 1 8 15 22 29
THU 2 9 16 23 30
FRI 3 10 17 24 31
SAT 4 11 18 25
SUN 5 12 19 26
MON 3 10 17 24
TUE 4 11 18 25
WED 5 12 19 26
THU 6 13 20 27
FRI 7 14 21 28
SAT 1 8 15 22 29
SUN 2 9 16 23 30
MON 1 8 15 22 29
TUE 2 9 16 23 30
WED 3 10 17 24 31
THU 4 11 18 25
FRI 5 12 19 26
SAT 6 13 20 27
SUN 7 14 21 28

IDEAS FOR SOMEDAY
When a good idea comes, don’t force it into your plans. Put
it here. If it keeps nagging you after six months or a year,
give it the attention it deserves.

2025 GOALS

2025 APPOINTMENTS
JANUARY
FEBRUARY
MARCH
APRIL
MAY
JUNE

JULY
AUGUST
SEPTEMBER
OCTOBER
NOVEMBER
DECEMBER

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