Monthly Goals: 75 Planning Tips for Lifestyle Entrepreneurs

Reading Time: 10 minutes

Are you finding it challenging to stay organized, meet deadlines, and progress towards your long-term goals? Monthly goals may be the answer you’re seeking.

By utilizing goal setting and a planning journal, you can transform these challenges into opportunities for productivity and success, as well as help you stay on top of tasks and drive forward your ambitions.

In this article, we share 75 valuable and actionable tips to help you master the art of monthly planning.

Table of Contents

Monthly Goals: 75 Planning Tips

monthly planning

1. Define Clear Objectives

Start by setting clear objectives for your month. These objectives should be specific, measurable, achievable, relevant, and time-bound (SMART).

2. Prioritize Tasks

Not every task carries the same weight. Use a prioritization matrix or a similar tool to differentiate between urgent and important tasks.

3. Plan for Flexibility

Don’t plan your month down to the minute. Leave some blocks of time free to accommodate unexpected events or tasks.

4. Schedule Downtime

Make sure to include rest and leisure time in your schedule. This will help prevent burnout and maintain work-life balance.

5. Regular Reviews

Make time at the end of each week for a weekly review of your progress. Reflect on what worked, what didn’t, and what you can improve in the next week, such as adjusting your goal setting techniques.

6. Break Down Goals

Large goals can be intimidating. Break them down into smaller, more manageable tasks that you can tackle one at a time.

7. Set Deadlines

Assign a deadline to every task. This creates a sense of urgency and helps keep you accountable.

8. Avoid Overloading

It’s important to be realistic about how much you can achieve in a month. Overloading your schedule will only lead to stress and potentially burnout.

9. Align Tasks with Goals

Ensure every task on your monthly plan contributes to your wider goals. If a task doesn’t align with your goals, consider whether it’s necessary.

10. Utilize Planning Tools

There are many planning tools and apps available that can streamline the planning process. Use these in conjunction with your planning journal for maximum efficiency.

11. Write Down Everything

Use your planning journal to document all your tasks, goals, and deadlines. The act of writing it down helps to reinforce it in your memory.

12. Set Monthly Themes

Consider setting a theme for each month. This can help to focus your efforts on a particular area or goal.

13. Track Your Progress

Use your planning journal to keep track of your progress towards your goals. This can be highly motivating and help you to see how far you’ve come.

14. Manage Distractions

Identify your common distractions and find strategies to manage them. This could include turning off notifications, setting ‘do not disturb’ hours, or creating a quiet workspace.

15. Consistent Routine

Establish a consistent daily routine. This helps to create predictability and stability, making it easier to achieve your tasks and goals.

16. Visualize Your Goals

Use your journal to visually represent your goals. This could be in the form of a mind map, a vision board, or a pie chart, depending on what works best for you.

17. Incorporate Time Blocking

Allocate specific time slots for different tasks or categories of tasks. This can help you manage your time more effectively and reduce procrastination.

18. Reward Yourself

Give yourself a reward when you achieve a goal or complete a particularly challenging task. This can be a great motivator and make the planning process more enjoyable.

19. Plan for Setbacks

Things don’t always go according to plan. Have a backup plan or a contingency strategy for when things go off track.

20. Categorize Tasks

Organize your tasks into categories based on their nature. This can make your plan easier to manage and allow for more efficient use of time.

21. Incorporate Learning Goals

Keep developing your skills or knowledge by setting learning goals each month. This could be learning a new tool, improving a skill, or reading a certain number of books.

22. Use Habit Trackers

Habit trackers can be a useful tool in your planning journal to help you cultivate good habits and eliminate bad ones.

23. Set Boundaries

It’s important to set boundaries for your work and personal life. This can prevent overwork and help maintain a healthy work-life balance.

24. Use Affirmations

Positive affirmations can help keep you motivated and focused on your goals. Write them in your planning journal and recite them daily.

25. Engage in Brain Dumping

If you’re feeling overwhelmed, take some time to just write down everything that’s on your mind. This can help clear your mind and make your tasks seem more manageable.

26. Revisit Your Why

Keep your motivations clear. When planning, revisit why you’re doing what you’re doing, it’ll help keep you focused and motivated.

27. Adopt a Growth Mindset

Embrace challenges and see failures as opportunities to learn. Having a growth mindset can help you to persist in the face of obstacles.

28. Practice Mindfulness

Take some time each day to practice mindfulness. This can reduce stress and increase your overall productivity.

29. Stay Organized

Keep your workspace tidy and your journal organized. An orderly space can lead to clearer thinking and increased productivity.

30. Leverage Your Peak Hours

Identify the times when you’re most productive and schedule your most important tasks for those times.

31. Delegate When Possible

If you have tasks that can be effectively completed by someone else like virtual assistants, delegate them. This can free up your time to focus on the tasks that only you can do.

32. Balance Long and Short-Term Goals

Make sure your monthly plan includes steps toward both your immediate and long-term goals.

33. Limit Multitasking

While it might seem like a good way to get more done, multitasking often reduces productivity. Instead, try to focus on one task at a time before moving on to the next.

34. Identify Key Performance Indicators (KPIs)

What metrics are most important in measuring your progress? Identifying these can provide a clear way to see if you’re on track.

35. Be Proactive, Not Reactive

Rather than just responding to events as they happen, try to anticipate possible challenges and plan for them.

36. Analyze Past Performance

Look back at previous months. What went well? What could you improve? Use this analysis to formulate your goal setting questions and inform your future plans.

37. Regularly Update Your Plan

Don’t consider your monthly plan as fixed; instead, allow it to evolve as necessary. Regularly update your tasks and goals as needed.

more tips to monthly planning

38. Apply the 80/20 Rule

Also known as the Pareto Principle, it suggests that 80% of results come from 20% of efforts. Identify and focus on those high-impact tasks.

39. Set Specific Time for Email and Social Media

Rather than checking these constantly, set specific times each day to check and respond to messages. This can prevent them from distracting you from other tasks.

40. Write an Action Plan

For each of your goals, write an action plan detailing the steps you need to take to achieve it.

41. Create a Master To-Do List

At the start of each month, create a master to-do list of everything you want to accomplish that month.

42. Create a Distraction List

Whenever something distracts you from a task, write it down. Later, you can find ways to prevent these distractions.

43. Separate Work and Personal Tasks

Try to keep work and personal tasks separate to create better work-life balance and prevent one from intruding on the other.

44. Turn Larger Tasks into Projects

If a task seems too big, turn it into a project and break it down into smaller, more manageable tasks.

45. Practice Gratitude

At the end of each day, write down something you’re grateful for. It’s a good reminder of the positive things in life.

46. Set Realistic Goals

While it’s good to be ambitious, ensure your goals are achievable. Setting unachievable goals can lead to disappointment and demotivation.

47. Use A Monthly Spread

In your journal, use a two-page spread to view your entire month at a glance. This helps you see how your tasks spread out over the month.

48 Eliminate Unnecessary Tasks

Review your tasks regularly and eliminate those that are not contributing to your goals. This helps keep your focus sharp.

49 Use Inspirational Quotes

Sometimes a little motivation goes a long way. Jot down inspirational goal setting quotes in your journal to keep your spirits high.

50. Set Weekly Goals

As well as monthly goals, set weekly goals to keep you focused and motivated throughout the month.

51. Emphasize Quality Over Quantity

It’s better to do a few tasks exceptionally well than many tasks poorly. Focus on doing your best in each task.

52. Have a Contingency Plan

Sometimes things don’t go as planned. Always have a backup plan ready for such situations.

53. Don’t Overplan Your Day

Leave some room for unexpected tasks and interruptions. It’s okay if everything doesn’t go as planned.

54. Recharge Yourself

Don’t forget to take care of yourself. Regularly take time to relax and recharge.

55. Learn To Say No

You can’t do everything. Learn to say no to tasks and requests that don’t align with your goals.

56. Use Colors in Your Journal

Different colors can be used to represent different tasks or categories. This can make your journal more visually appealing and easier to navigate.

57. Have Clear Communication

If your plan involves others, make sure to communicate your plans and expectations clearly to avoid confusion and misunderstandings.

58. Avoid Procrastination

Identify the reasons behind your procrastination and find ways to overcome them. This can significantly improve your productivity.

59. Practice Reflective Journaling

Regularly reflect on your thoughts, feelings, and experiences in your journal. This can provide valuable insights and help in personal growth.

60. Stay Positive

Keep a positive attitude, even when things don’t go as planned. This helps in maintaining motivation and reducing stress.

61. Utilize Technology

Use digital tools and apps to complement your journaling habit. They can help in setting reminders, tracking habits, or managing projects.

62. Encourage Collaborative Planning

If your goals involve others, make sure to include them in the planning process. This fosters teamwork and ensures everyone is on the same page.

63. Maintain a Balance

Balance is key. Whether it’s between work and personal life, or between different types of tasks, ensure your monthly plan maintains a balance.

64. Value Your Time

Respect your own time. If a task doesn’t add value or help you move towards your goals, consider whether it’s worth your time.

65. Establish a Routine

Having a daily routine can help you manage your time effectively and build good habits.

66. Involve Mentors or Coaches

If you’re pursuing a big goal, consider seeking guidance from mentors or coaches. Their expertise can provide valuable insights for your planning.

67. Track Your Finances

Consider including a financial section in your monthly plan. Tracking your income and expenses can help you better manage your finances.

68. Take Regular Breaks

It’s essential to take regular short breaks during your work to avoid burnout and maintain productivity.

69. Include a Wellness Plan

Your monthly plan should also include tasks related to your physical and mental wellbeing like exercise, meditation, and a healthy diet.

70. Commit to Your Plan

Once you’ve made your plan, commit to it. Keep your promises to yourself and strive to complete your tasks as planned.

71. Get Feedback

If your plan involves others, ask them for feedback. Their perspective can help you improve your plan.

72. Celebrate Small Wins

Even small progress is still progress. Celebrate your small wins to boost your motivation.

73. Try Time-Batching

Group similar tasks together and do them in one time slot. This reduces the mental load of switching between different types of tasks.

74. Regularly Update Your Journal

Keep your journal up to date. Add, modify, or remove tasks as necessary to keep it relevant.

75. Embrace Change

Don’t be afraid of modifying your plans. The ability to adapt to changes is a vital part of effective planning.

Monthly Goals: 75 Planning Tips – Summary

Mastering the art of monthly planning is a comprehensive process that requires consistent practice and attention.

These planning tips provide a valuable foundation for effectively organizing your time, balancing tasks, setting achievable goals, and enhancing your productivity.

A key takeaway from this guide is the significance of aligning your tasks with your overarching goals and the importance of reflection in continuous personal growth.

Additionally, the effective use of goal setting tools, like a journal, can help create a visual roadmap of your plans, making them more tangible and manageable.

Be inspired on your monthly planning goals by checking out our articles on

As a next step, we highly recommend you check out the YLB 90 day journal.

This valuable tool can further assist you in putting these monthly planning strategies into practice, serving as an instrumental companion in your planning journey.

By utilizing the YLB 90 day journal, you can effectively track your progress, maintain consistency, and stay committed to your goals. Click here for more details!

Remember, the journey to optimized planning and achieving your goals is a gradual one, so start right away and master it to achieve success! Happy planning!

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Monthly Goals – FAQs

What are some good 3-month goals?

3-month goals should be achievable yet challenging enough to stimulate growth. Examples could include improving a specific skill, reading a set number of books, saving a certain amount of money, or launching a small business project.

What are the 5 personal goals?

While personal goals vary from person to person, five common categories include physical health (e.g., losing weight), mental health (e.g., managing stress better), career (e.g., getting a promotion), personal development (e.g., learning a new language), and relationships (e.g., improving communication skills).

How do I choose my monthly goals?

Start by reflecting on your long-term goals and consider what steps you can take this month to get closer to them. Make sure your monthly goals are SMART: Specific, Measurable, Achievable, Relevant, and Time-bound.

What are goals and examples?

Goals are targets or outcomes that a person plans to achieve. For instance, a goal could be “Read two books every month for improving vocabulary” or “Save $300 per month to build an emergency fund.

How can a planning journal aid in monthly planning?

A planning journal serves as a visual tool for organizing your tasks, deadlines, and goals. It can help track progress, maintain focus, and provide a space for reflection and personal insights.

What is the significance of setting monthly goals?

Monthly goals offer a manageable timeframe to work towards your objectives. They provide direction, boost motivation, and offer a clear view of your progress.

How can I remain consistent in achieving my monthly goals?

Consistency can be maintained by setting realistic goals, regularly reviewing your progress, adapting your approach when necessary, and celebrating small victories along the way.

How can I balance multiple goals in my monthly plan?

Prioritize your goals based on their relevance and urgency. Use time-management strategies like time-blocking and batching similar tasks. Remember, it’s okay to adjust your plan as needed.

What role does self-reflection play in monthly planning?

Self-reflection allows you to review your progress, identify obstacles, and adjust your strategies. Reflective journaling can provide insights into patterns and habits, helping to enhance your planning process.

How can the YLB 90-day journal complement my monthly planning?

The YLB 90-day journal can help you break down your monthly goals into weekly and daily tasks, track your habits, and provide space for reflection. It’s an excellent tool for maintaining focus and measuring progress towards your objectives.

About the author

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