How To Do Monthly Planning And Review

Planning the month is key to making your yearly goal doable as you already divided it into milestones

now you make smaller goals toward these milestones that enable you to reach your goal by the end of the year

Don’t skip it!!!

In my planning series, I will share with you how to do proper planning

we’re already 2 blog posts in the here’re links for the previous two

1- how to plan properly as a perfectionist entrepreneur

2- how to do quarterly planning & review

In this post. I will share how to correctly do monthly planning early 

Instructions:

-set a timer for 1h, you can divide it into 30/30 for each section

-prepare everything you need so, you don’t get distracted(any dinks..)

-decide on the time to do it & put it on your calendar(preferably schedule

time at the end of the month you’re in to do it for the next one )

-bring a sheet of paper to write distracting thoughts that comes to you during the process

-follow along & you’ll be done

how to do a monthly review

first, we will look at the good/positive side of what happened during the month then

second, we will look into the bad/ negative/unfavourable side of what happened during the month

third, we will address what will you do to make things better next month

First, the positive things that happened

1-what are you thankful for from the previous month?

it could be things that happened to you, you did, given,…anything at all

I am thankful for finishing painting my bedroom fast

2-what went well? (write your thoughts around it not just whether you did the thing or not)

for instance,

I did self-coaching using specific Qs as I was going through this process and going on with my day I found out

that I need to do regular journaling too.

It helps me clear my mind  which is something I was not doing for the past months

3-what are proud of? (write 3 items)

things you did that you’re proud of doing

For example, I am proud of myself for filming in the time i scheduled

I didn’t postpone it no matter how tired I was ( i kept my word and learned too!!)

second, the negative side that happened

4-what didn’t go well? (write your thoughts around irt or why it didn’t go well)

Doing the regular connection building on social media.

it was sporadic not as I planned to do it

the reason is that I kept postponing doing it until the end of the day

until i am tired & can’t do it  anymore

5-what is the major reason for not doing X something?

third, what will you do to improve

6-how can you improve next month?

( make it actionable whether it’s something for your mindset or not)

For example, a simple answer here would be is

to do regular thought downloads in the morning more often

this came from my observation as I answered the previous Qs further

and one based on what didn’t go well is

to track my time and what I do on social media to connect using a spreadsheet

and to do the connect 2 times for 30 40 min each one in the afternoon around 1:30 pm and the second at 8:00 pm

how to do monthly planning

creating a list of actionable items that are clear & based on your quarterly milestone and plan

making small goals or tasks whichever way you want to call them

how to make a monthly plan?

1-what do you need to get done to reach your milestone? (take action items from your quarterly planning and expand on the items that need that

for instance, I wrote in my quarterly planning to Do a series of lives about planning by the 10th of august 

here I write the same and expand on it

-post about it on stories and Facebook to promote it ask them to say

-it will be about planning(how -to type + promoting my offer there)

2-when will do it? For each task/goal

take each task & decide a time to do it at

you can write it in front of it in the previous question or do it again here

some tasks I’ll decide on at the weekly planning

That’s it 

You’ve done it!!

Give yourself a pat on the back, you deserve it <3

after that you need to plan your week, I got you!!

here is a guide on how to plan and review your week

To your greatest success

Wafaa