How I Plan My Month in Notion | Goal Planning

A monthly planning routine built inside Notion is being used to turn long-term goals into concrete weekly and daily habits—while also scheduling content, events, and recurring admin work. The core idea is a “monthly reset” that starts with reviewing what finished, then maps remaining goal work into the coming month, and finally converts priorities into projects, tasks, and calendar notes that keep showing up automatically.

The process begins with a monthly review treated as a special case of a weekly review. Completed projects and goal progress from the previous month are checked, then the upcoming month is adjusted based on what worked and what still needs attention. Monthly planning goes beyond task lists: it adds goal progress, new projects, and planning for events and content.

For January, the plan is anchored to a quarterly goal-setting cycle using the 12we year framework, with some annual goals also tracked. A “this month” view filters a goals database to show yearly goals starting in January. Several goals are carried forward from the prior 12we year—especially work that’s too complex to finish quickly—while new goals are broken down into habits and projects.

Posture improvement becomes a daily habit: 10 minutes a day lying semi-supine on the floor (“floor time”). Mobility work is set as a weekly recurring habit, scheduled to recur every Monday at midnight and initially set to three times a week before settling into a weekly cadence. A separate “low spend” habit is also added as a recurring daily constraint for the next couple of months—avoiding extra purchases like coffees, lunch, or dinners outside the budget—because it’s easier to test as a temporary recurring habit than as a permanent daily rule.

Goal work is also translated into brand and career actions. To reach 50,000 YouTube subscribers and make the brand a full-time income, the plan centers on a consistent posting schedule: a planning-focused video every week, posted either Fridays or Sundays. Content themes are planned month-by-month, with January focused on building and sharing parts of the template—especially finances in the next month’s focus.

A major “buying a house” goal is tied to mortgage readiness. Remaining steps include opening a business account for the brand so payroll and taxes can be handled before money hits the personal account, setting up pension handling similarly, and booking a meeting with a mortgage broker (with Jack) due to a more complicated income situation.

The month also includes personal milestones and admin projects: finishing drama school applications after getting through the first round (second round in March), completing remaining PhD research responsibilities (two small coding items plus a final presentation), and producing template-related deliverables like a finances dashboard, a walkthrough video, and Instagram publicity. Recurring projects are set up so they automatically appear in weekly review—examples include monthly payroll on the last Friday, monthly budgeting and business finances, and weekly cleaning and weekly review.

Event planning is handled through a Notion calendar view for appointments and notes, while Google Calendar remains the primary system because Notion lacks fully updating recurring calendar events. January’s calendar entries include first aid training, a research symposium (slides as a project), counseling, an improv class, and a social gathering on January 26.

Finally, content production is automated inside Notion: a “content calendar” view filtered to YouTube area-of-focus duplicates a YouTube video template and triggers subtasks (plan, film, edit, upload) whenever a new video is added. The content schedule for February is also mapped in advance, including adding the finances planner once it’s complete.

The planning tone is intentionally gentle: January is treated as “dream time” in the Celtic calendar, favoring baby steps now and bigger actions later in the 12we year cycle.