My Monthly Planning and Review Process

August 3, 2018
In My Happy Planner: My Monthly Planning and Review Process

this post walks you through my monthly planning and review process at the end of each month. i look forward to the new month that is just around the corner and get all set up in my happy planner.

this post picks up where my forward planning post left off. i use sticky notes to forward plan in upcoming months in my happy planner because i’m not quite ready to write things down permanently.

but now, since it’s the end of the month, it is time for my monthly review process, which involves setting up my monthly dashboard and monthly spread for the new month.

step 1: set up your monthly dashboard page.

If I'm not ready to write in important dates on the monthly dashboard pages of my Happy Planner, I use sticky notes or page flags.

first, i take off the sticky notes that house the important dates and birthdays for the month and actually write them in on the monthly dashboard page of my happy planner.

In this post, I walk you through my monthly review process in my Happy Planner. See how I set up a new month, including the monthly dashboard page and the monthly spread.

i use my stabilo pens and some happy planner icon stickers.

i haven’t narrowed down my monthly goals yet to my top 3, so i left those blank for now. as for the notes section, i have some important teaching conferences coming up that will probably have some essential times and locations i need to remember, so those will probably go in that space.

In this post, I walk you through my monthly review process in my Happy Planner. See how I set up a new month, including the monthly dashboard page and the monthly spread.

step 2: set up your monthly spread temporarily if you want.

the sticky notes i took off of the monthly dashboard page go on the monthly spread now. this way, if i don’t feel like setting up my entire monthly spread right now, i at least have all the important dates marked with sticky notes for later.

In this post, I walk you through my monthly review process in my Happy Planner. See how I set up a new month, including the monthly dashboard page and the monthly spread.

in addition to the monthly dashboard, i consult my filofax, which is my on-the-go planner, for other important dates that i have marked for this new month.

i also consult the google calendar my husband and i share to make sure he hasn’t added anything for the new month that i haven’t yet seen. i could either put those dates on sticky notes as well and come back to this spread, or just write everything in right now in a major planning sesh.

step 3: set up your monthly spread for real.

since this is my monthly review planning session at the end of the month, i went ahead and wrote in my dates on my monthly spread using my stabilo pens, some washi tape for multi-day events, and icon stickers to list out my monthly bills in the side margin.

In this post, I walk you through my monthly review process in my Happy Planner. See how I set up a new month, including the monthly dashboard page and the monthly spread.

step 4: place reminders in your weekly pages for later.

the sticky notes that i no longer need in this monthly spread get placed in the appropriate weekly spreads. they serve as reminders of important dates for when i am ready to plan out those weeks.

In My Happy Planner: My Monthly Planning and Review Process

if you liked this post, please share it with other #plannerbabes! and stay tuned for the next step in my planning process–the weekly review.

You Might Also Like

No Comments

Leave a Reply