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My SIMPLE (super productive) step-by-step MONTHLY PLANNING ROUTINE ✨ - Plan the month with me thumbnail

My SIMPLE (super productive) step-by-step MONTHLY PLANNING ROUTINE ✨ - Plan the month with me

Dr. Tiffany Shelton·
6 min read

Based on Dr. Tiffany Shelton's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

She reorganizes work into batch days to reduce burnout: admin/email on Mondays, scripting and behind-the-scenes marketing on Tuesdays, overflow on Wednesdays, neuros psychology and seminar on Thursdays, and filming plus family meeting on Fridays.

Briefing

A December reset centers on two moves: cutting burnout by restructuring work into energy-saving “batch days,” and using a 12-week-year framework to slow down for reflection while still pushing key goals. After stepping back from clinical neuros psychology work—driven by compassion fatigue and personal stress—Dr. Tiffany Shelton reorganized her schedule so business and creative output can run on predictable blocks. Mondays become mostly admin and email marketing; Tuesdays shift to behind-the-scenes content creation like scripting YouTube videos and producing blogs and short-form marketing; Wednesdays act as an overflow buffer; Thursdays are reserved for neuros psychology responsibilities with interns plus a seminar; and Fridays focus on filming (including YouTube lives and short-form), plus a weekly family meeting with her husband. She plans to test this structure through December and then lock it into her habits system.

The planning routine is built around a “habits and routines organizer” that turns monthly intentions into weekly and daily trackers. She drafts a rough monthly schedule on paper first, then transfers it into her habits organizer and a Notion “second brain” once it feels stable—keeping both paper and digital versions so she can mark up changes quickly. The organizer includes early morning, morning, lunch, and evening routines, plus weekly routines tied to her batch days. It also tracks habits across time horizons: daily habits, monthly resets, quarterly goals, and yearly house-maintenance items. On the monthly reset page, she lists the specific outputs she aims to produce—one YouTube story-driven moment, one SEO blog, one newsletter, and a Pinterest collage repurposed to LTK—along with home priorities like decorating.

Her December planning is also framed by the 12-week-year “Q4” mindset: flourishing and momentum, followed by a deliberate pause in the final month to reflect, enjoy progress, and decide what to carry into 2025. With only four weeks left in the 12-week cycle, she treats December as both a finish-strong sprint and a reset—slowing down to evaluate who she wants to become next.

She walks through November’s performance to set December with intention. Areas needing improvement included daily journaling consistency, largely because her kids wake early; she’s trying “Hatch” lights that keep children in their rooms until green to protect morning alone time. Other November wins included weight loss progress (targeting 5 lbs), adding one healthier meal per week, practicing “daily grace” with her kids, making progress on a Christmas card, and strong launch work tied to Black Friday promotions. Challenges ranged from solo-parenting stress when her husband travels, election-related depression and nightmares, searching for a new editor to protect posting timeliness, and not promoting her planner enough during a transition out of clinical work.

December’s intention is “flourish and reflect,” with how she wants to feel: relaxed, in a flow state, and joyful. Her priorities are family memories (Christmas, New Year’s Eve, and a Mexico trip) and an email campaign announcing a printable A5 planner version. Monthly goals then branch across wellness (morning journaling, sleeping by 10, Elf-on-the-Shelf setup, and continued routines), nurturing family (including daily grace, prayer, and holiday traditions), and business growth (a weekly newsletter, a December campaign, and an ambitious target of 11 YouTube videos). Weekly “lead goals” translate these into measurable tracking: cardio and pilates, healthier snack planning, two YouTube videos per week, launching projects, newsletter cadence, and family rituals like daily grace, mailing the Christmas card, and the Elf-on-the-Shelf schedule.

Cornell Notes

December planning starts with a reset that balances reflection and execution. Dr. Tiffany Shelton restructures work into batch days to reduce burnout after stepping back from clinical work, then drafts a monthly schedule on paper before transferring it into her habits organizer and Notion. She uses the 12-week-year framework—Q4 flourishing with a final-month pause—to set intentions, review November wins and challenges, and choose what to carry into 2025. Her December goals emphasize wellness (sleeping by 10, morning journaling, healthier meals), family traditions (daily grace, prayer, Elf on the Shelf, Christmas card and trip), and business growth (planner email campaign, weekly newsletter, and 11 YouTube videos). Weekly lead goals make these targets trackable and measurable.

How does the batch-day schedule reduce stress while keeping business output steady?

She assigns work by energy and responsibility: Mondays are mostly admin and email marketing; Tuesdays are behind-the-scenes production (YouTube scripting, blogs, social short-form); Wednesdays are an overflow day to finish what spills over; Thursdays are neuros psychology commitments with interns/seminar plus newsletter writing and prep; Fridays are filming days (YouTube lives and short-form) and a weekly family meeting. The structure is meant to save energy, prevent constant context switching, and protect time for both professional duties and family.

What role does the “habits and routines organizer” play in turning monthly intentions into daily actions?

The organizer provides templates for early morning, morning, lunch, and evening routines, plus weekly routines tied to batch days (like Monday/Friday admin or Tuesday marketing work). It also includes trackers across time scales—daily habits, monthly reset planning, quarterly goals, and yearly house maintenance—so she can see progress while planning weekly habits and monthly resets.

Why does she review November wins and challenges before setting December goals?

The review creates a more intentional starting point. Wins included weight loss progress, adding healthier meals, daily grace with her kids, and progress on Christmas card and launch work. Challenges included inconsistent daily journaling due to early wake-ups, election-related depression, stress from solo parenting during travel, searching for a new editor, and under-promoting her planner during a transition out of clinical work. Those lessons directly shape December priorities and adjustments.

How does the 12-week-year framework change the tone of planning in December?

Entering the last four weeks of the 12-week cycle, she treats December as Q4 flourishing—already in the groove of goals—but also as a time to slow down for reflection and enjoyment. The urgency of “only four weeks left” is paired with deliberate pauses to decide what to evolve into for 2025, which then informs her monthly intention and priorities.

What are the two top December priorities, and how do they connect to specific goals?

Her priorities are (1) family memories—Christmas/New Year’s Eve, plus a Mexico trip—and (2) an email campaign for a printable A5 planner version. Those priorities translate into monthly goals like mailing the Christmas card, setting up Elf on the Shelf, continuing daily grace and prayer routines, and running business goals such as a weekly newsletter and planner-focused promotions.

What “lead goals” make the monthly plan measurable week by week?

Weekly lead goals are specific, trackable actions across categories. Body wellness includes cardio three times weekly, weekly snack planning with a healthier meal per week, sleep by 10, and pilates. Business growth includes posting two YouTube videos per week, launching project work, and tracking newsletter and short-form output. Family tracking includes daily grace, family photo shoot planning, trip planning, Elf on the Shelf, and mailing the Christmas card—so progress can be checked during weekly planning.

Review Questions

  1. What changes did she make to her work schedule, and which days are assigned to scripting, filming, and neuros psychology responsibilities?
  2. Which November challenges most directly influenced December goals, and what specific adjustment is she trying for morning journaling time?
  3. How do the 12-week-year “Q4 flourishing” mindset and the month of December’s reflection purpose show up in her stated intention and priorities?

Key Points

  1. 1

    She reorganizes work into batch days to reduce burnout: admin/email on Mondays, scripting and behind-the-scenes marketing on Tuesdays, overflow on Wednesdays, neuros psychology and seminar on Thursdays, and filming plus family meeting on Fridays.

  2. 2

    She drafts monthly plans on paper first, then transfers them into her habits and routines organizer and Notion once the schedule feels stable.

  3. 3

    Her habits system tracks routines (early morning through evening) and habits across daily, monthly, quarterly, and yearly horizons so weekly planning stays consistent.

  4. 4

    December planning is guided by the 12-week-year Q4 mindset: flourishing momentum paired with a deliberate slowdown for reflection and decisions about 2025.

  5. 5

    November’s review drives December adjustments, including protecting morning alone time using Hatch lights and addressing inconsistencies in daily journaling.

  6. 6

    Her December priorities are family memories (Christmas/New Year’s Eve and a Mexico trip) and a planner email campaign announcing a printable A5 version.

  7. 7

    Weekly “lead goals” translate monthly intentions into measurable actions across wellness, business growth, family rituals, and spiritual routines.

Highlights

The batch-day calendar assigns content creation and filming to specific weekdays, aiming to cut energy drain from constant switching while still meeting business deadlines.
December is treated as both a finish-strong month and a reflection pause—flourishing in the 12-week-year’s final stretch, then choosing what to carry into 2025.
Her planning method ties monthly goals to a habits/routines tracker that spans daily, monthly, quarterly, and yearly progress—so weekly check-ins stay grounded.
November’s journaling problem isn’t blamed on motivation; it’s treated as a scheduling constraint, leading to a practical solution with Hatch lights for protected morning time.
Planner growth is handled like a system: a December email campaign, a weekly newsletter cadence, and weekly lead goals that track outputs and family rituals.

Topics

  • Monthly Planning Routine
  • Batch-Day Scheduling
  • Habits and Routines Organizer
  • 12-Week-Year Reflection
  • December Goals

Mentioned