Wednesday, 18 January 2012

Download a monthly planner for your Filofax

My new template allows you to plan each month for the month ahead. It can help you develop your goals and habits, plan for events and improve your financial situation.


It is a double-sided Personal page. As usual, you can download an editable Word file or a PDF version. Print onto A4, double-sided along the short edge. Use a craft knife to cut the sheets out using a steel ruler, using the crop marks to guide you. Then punch holes and file in your Personal-size Filofax.

Here is a quick guide to how you can use the sheet. This is a completed first page:

Click picture to zoom
At the top I've added the date, noting work and personal goals in the first section. Then I have noted some significant events that will occur during the month. In the financial section, I have shown my targets for both debt repayment and savings during the month. (Those without debt can leave the first blank, of course, but I recommend that whatever the size of your debt you undertake some savings activity as well as repaying the debt, to provide for emergencies.)

Finally on the first page, I have noted what habits I want to develop during the month, showing what I'd like to start doing, continue doing (habits started last month, for instance) and stop doing.

On the reverse of the page are some further sections:

Click picture to zoom
At the top is an area to capture ideas during the month for what might be considered for next month. Next comes a section to review the month at its end. I have rated the month (or rather my performance during the month) for each of the key aspects on a 1-5 scale. This allows me to give the month a score, out of a maximum of 20 points. Finally, there is a space for notes and reflections that arise from my review.

The review section means that after I've been doing this for a few months, I should be able to look back at the scores and reflections and identify some trends that will inform future planning.

I hope you will find this page useful. It strikes me that there is scope to do more in A4 or A5 size, and I intend to produce versions for these sizes soon.
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