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

The core takeaway is a structured monthly planning routine designed to turn “overwhelmed” into “motivated” by linking last month’s results to clear monthly intentions, then translating those intentions into SMART goals that feed a broader 12-week/year system. The process matters because it creates continuity: performance review informs what gets adjusted, and the month’s priorities become weekly actions that are easier to stick with—especially when life gets messy.

The routine starts with a quick audit of the previous month (October). Goals are reviewed one by one, with honest scoring and context. Cardio is marked as needing improvement after illness cut back on training. Self-care Sundays is credited as a win, particularly the shift away from “working weekends” and trying to catch up. Family and personal milestones—like the pumpkin patch and preparing for her daughter’s November 2 birthday—also get logged as completed. Business progress is tracked too: she begins editing email flows, starts Facebook ads, completes her planner and content calendar, and calls friends more often, though she still rates several items around “50%” versus her ideal.

After the review, the routine moves into reflection: wins, challenges, and what to do differently. October’s wins include staying productive despite being sick, improved client report writing, increased sales, and positive family memories. Challenges center on “sick family” and the knock-on effects—lower mood and weaker nutrition habits, especially when office lunches turn into junk food. Recovery adds another layer: she mentions gum surgery and lingering sluggishness, so the adjustment is less about “making up lost time” and more about returning to non-negotiable routines.

Next comes the planning framework for November (planned a bit early). She inputs key dates—birthdays, holidays, paydays—then checks quarterly goals to shape monthly priorities. Her intention for the month is consistency across both home and business life, aiming to show up “good enough” rather than perfectly. The emotional target is confidence and pride, paired with a deliberate choice to compete only with herself and avoid comparison.

From there, she sets monthly priorities mapped to larger goals: “Body Wellness” (increase cardio and improve eating), “Happy Family Life” (savor the moment through photos, mindfulness, and being present), “Increase Profit” (Black Friday/Cyber Monday campaign work like finishing email flows, ads, and landing pages), “Connect More” (weekly girlfriend calls), and “Reading More” (finish “Wellness” and then move into a next book). Each priority gets SMART-style specifics. For example, cardio becomes three times per week with an increased effort level; nutrition becomes no junk food and no eating out; Pilates targets two to three sessions weekly; family goals include mindfulness during bedtime and a family photo-dump habit for Instagram and a photo book. The result is a month that’s not just planned on paper—it’s broken into actionable targets that can be carried into weekly planning.