All planning guides
Part 2 — Monthly Dashboard

Monthly Calendar & Goal Setter

A snapshot of the month, and the projects that matter within it.
Monthly Calendar & Goal Setter

The Monthly Calendar and Goal Setter has been designed to provide a snapshot view of all appointments and events, plus the space to set out your projects and focus areas for the month ahead.

Step by step

How to use this section

  1. Month & Year
    Enter the month & year.

  2. Blank Calendar Layout
    Set up the days of the week as per your preference (Sunday or Monday start). Enter the dates as they correspond to the days in the small empty squares. Set out meetings, activities and events for the month ahead. Add to it through the course of the month for future weeks. Migrate into the Weekly Dashboard when you get there.

  3. Goals & Priority Actions for the Month
    Connect your 6 month Roles & Goals to your target projects and priorities for the month. Use the 6 “role” buckets to focus on the big projects and priority tasks for the month ahead. These projects and targets act as your reference points that can be broken down into tasks using the Weekly Dashboards.

Tips

Make it yours

Use these planning compartments in conjunction with the Roles and Goals section, to create renewed intent around your mid-term priorities and focus your mind on what you know matters to you and your growth.