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

Monthly planning in this routine centers on one idea: use the 12-week year to translate quarterly momentum into monthly action—then adjust based on what actually worked in the prior month. The process starts with a “reset” that’s both practical and strategic: refresh home systems (including outdoor zones for summer) and re-check where the current quarter sits inside the larger 90-day goal cycle. From there, the planner shifts into a performance review—looking back at last month’s wins and missed targets—before setting new monthly intentions and measurable weekly “lead goals” that drive progress toward quarterly outcomes.

The reset phase blends lifestyle with goal architecture. Outdoors get attention first: the deck is rejudged and refreshed with new items like an outdoor rug and table, while zone cleaning expands to backyard areas for summer. In parallel, the routine “contextualizes” the quarter using a solar-system metaphor. Q1 is about deciding on the seed (choosing realistic goals), while Q2 is about planting it (optimizing habits, workflow, and daily execution so those goals move toward longer-range “moon goals” and ultimately “sun goals” spanning years). The planner also emphasizes lag goals versus lead goals: lag goals (like revenue or subscriber totals) are results, while lead goals are the controllable weekly behaviors that create those results.

The review of May is detailed and candid. Book progress is tracked through a morning routine: one hour of book work each morning, with lights out by 9:30 and screens off by 9:00. The routine has improved compared with April, and the morning focus has shifted toward reading and research before writing—because it fits the creator’s flow. Business goals are also measured: weekly YouTube posting and a restarted personal newsletter are going well (two newsletters already sent in May, with another scheduled during filming). Community posts are the weak spot; despite templates and an idea system, they aren’t consistently produced. The response is to streamline—giving community posts an “X” for the current approach and potentially reducing them to a “when it feels good” cadence rather than a weekly quota.

Personal goals follow the same logic of alignment and accountability. Routine boards, health and home routines, 20 minutes with kids on weekdays, and the 75 Medium challenge are framed as part of “showing up as the highest self.” Wins include family milestones (like a child’s pre-K graduation), improved boundaries (turning off email alerts on the phone and not responding on weekends), and better behavior management using a check-and-prize behavior board. Challenges include a husband’s travel, a transition away from a corporate neurosychology role into full private practice, and an ongoing hair-acceptance journey for the daughter—treated as a learning process rather than a fixed problem.

June’s planning then locks in an intention—“alignment”—and a desired emotional state: “rested and refueled.” Priorities for the month skew personal, including planning vacations (France and Texas) and packing for long trips. Monthly goals are set at a higher level (book work, newsletter and YouTube cadence, modified community posting, and outlining a new course module), then broken into weekly lead goals to hit the 12-week year targets. The routine ends with practical add-ons: moving completed items off the 12-week scorecard into habit tracking, choosing monthly “favorites” (like grilling meal prep and a book light for late-night reading), and encouraging viewers to do their own look-back, troubleshoot, and set measurable weekly actions.