JANUARY - DECEMBER 2020 This planner belongs to:
Let’s Be Friends!
@BeyondRoutinePlanner . @BRPlanner . #BeyondRoutinePlanner
Copyright © 2019 - 2020 Beyond Routine, LLC. ALL RIGHTS RESERVED Beyond Routine, LLC. © - ISBN: 978-0-692-90427-5 Designed in the U.S.A. Made in China.
Hi, Friends! Beyond Routine, LLC. was dreamed up in 2017 while running a successful Virtual Assistant Company. Always in search of the perfect planner, we found ourselves constantly customizing other planners on the market to help us organize all of the different areas and departments we have to manage when running a busy company. After many hours of research and hard work we managed to take a vision and turn it into reality. What an amazing feeling it was to hold our planner for the first time! We created a space for you, to come each day of the year, where you can track expenses, mileage, sales/production, marketing performances, blogs, business partners, all to help ensure that you are not throwing money down the drain. This planner was designed to reverse engineer your long term goals to ensure your weekly and monthly goals are in alignment. The task lists separate the must do’s of the day with a separate section for the less important tasks, helping you to prioritize. As we move into our third year in business, made possible only by all of you who continue to purchase our planners and provide valuable feedback, we feel that our planner is the best it has been so far! This planner was made by entrepreneurs, for entrepreneurs. We hope you enjoy using this planner as much as we have enjoyed creating it for you! We are committed for a lifetime; ready to evolve continually, with you, and we are excited to watch you flourish to your fullest potential! Please continue to share Beyond Routine Planner and products with others that you feel would benefit.
~ Tristan & Tiffany
2020 HOLIDAYS New Year’s Day ……………………………………………. Martin Luther King, Jr. Day ………………………….. Groundhog Day …………………………………………... Valentine’s Day ……………………………………………. President’s Day ……………………………………………. Daylight Savings Time Begins ……………………. St. Patrick’s Day …………………………………………... April Fools Day ……………………………………………. Palm Sunday ………………………………………………... Passover ………………………………………………………. Easter Sunday ……………………………………………... Administrative Professionals Day ………………. Cinco de Mayo …………………………………………….. Mother’s Day ……………………………………………….. Armed Forces Day ………………………………………. Memorial Day ………………………………………………. Flag Day ……………………………………………………….. Father’s Day …………………………………………………. Independence Day ……………………………………... Labor Day …………………………………………………….. Grandparents Day ……………………………………….. Rosh Hashanah ……………………………………………. Yom Kippur …………………………………………………... Columbus Day …………………………………………….. Boss’s Day ……………………………………………………. Halloween ……………………………………………………. Daylight Savings Time Ends ……………………….. Veterans Day ……………………………………………….. Thanksgiving Day ……………………………………….. Advent ………………………………………………………….. Hanukkah …………………………………………………….. Christmas Eve ……………………………………………... Christmas Day ……………………………………………... New Years Eve ……………………………………………..
Wednesday, January 1 Monday, January 20 Sunday, February 2 Friday, February 14 Monday, February 17 Sunday, March 8 Tuesday, March 17 Wednesday, April 1 Sunday, April 5 April 8 -16 Sunday, April 12 Wednesday, April 22 Tuesday, May 5 Sunday, May 10 Saturday, May 16 Monday, May 25 Sunday, June 14 Sunday, June 21 Saturday, July 4 Monday, September 7 Sunday, September 13 September 18 - 20 September 27 - 28 Monday, October 12 Friday, October 16 Saturday, October 31 Sunday, November 1 Wednesday, November 11 Thursday, November 26 Nov 29 - Dec 24 December 10 - 18 Thursday, December 24 Friday, December 25 Thursday, December 31
DREAM YEAR For the next couple of pages you will be setting your goals to ensure you are in alignment with what you want for your future. Take this time to design your perfect year/lifestyle. Where do you live? What are you doing? What type of home do you live in? What kind of activities are you doing? Who is with you? Remember, this is if you had unlimited resources and ďŹ nances! Dream BIG!
10 & 15 YEAR GOALS Now that you have designed your dream year, you can list bullet points of what you will need to have completed as 10 year goals in order to make this a reality.
Professional (Business & Career)
Financial (Savings, Retirement & Investment)
Family (Relationships & Social)
Personal (Well-Being & Health)
Now that you know what you want for yourself in 10 years, what do you need to accomplish as 5 year goals to be well on your way to meeting your 10 year goals? Professional (Business & Career)
Financial (Savings, Retirement & Investment)
Family (Relationships & Social)
Personal (Well-Being & Health)
MY VISION FOR THIS YEAR Now that you know your 5 year goals, what do you need to accomplish within this year in order to keep you on track to reach your 5 year goals? By December 31, 2020 I will be celebrating the following accomplishments: Business Accomplishments - What do I want for my business?
Financial Accomplishments - What do I want to establish for my ďŹ nancial future?
Family Accomplishments What do I want for my family life?
Personal Accomplishments What do I want for my well being?
ALWAYS EVOLVING - YEARLY TO DO What personal improvements and resources do you need to ensure you meet your yearly goals? Areas I Would Like to Improve In
Books to Read/Listen To
Online Classes to Take
Seminars to Attend
Give: Who Can I Mentor? Charities/Groups to Contribute To
Notes
Mortgage/Rent Payment Savings/Tithes Food (Groceries/Dining) Electric/Gas Car Expenses (Payment/Gas) Entertainment Child Care
Annual Business Expenses
Education
Monthly Business Expenses
Living Expenses
CALCULATING FINANCIAL GOALS Assistant & Staff Office Rent Office Utilities Internet Computer Software Contractors Marketing Legal
Telephone (Cell/Landline)
Bookkeeping
Cable/TV
Payroll Taxes
Medical Insurance
Business Taxes
Misc. Medical Expenses
Postage
Life Insurance
Travel/Entertainment
Misc. Expenses
Dues/Subscriptions
Total
Misc.
Multiply Total by 12 Months
Misc.
Partner/Spouse’s Yearly Contribution
Total
Income You Are Responsible For (Subtract Spouse’s from Gross)
Multiply Total by 12 Months
Chamber Dues Annual Advertising Expense E&O Insurance Misc. Misc.
Subtract Total Paid by Partner/Investor Yearly Expenses You are Responsible For
Final Breakdown Add Living, Annual, and Business Expenses (Yearly Gross Totals):
Total Yearly Business Expenses Total Paid by Partner/Investor Expenses You Are Responsible For (Subtract Partner/Investor’s from Gross)
Add Living, Annual, and Business Expenses (Yearly Personal Responsibility Totals):
DETERMINE PROFIT MARGIN Now Let’s Determine Yours
What is Your Profit Margin?
A ratio that measures how much income is kept in a company as compared to the total revenue. - This is determined by taking the Revenue and subtracting it by expenses. - Take that number and divide it by the total revenue. Example: Revenue was $650,000 Expenses were $450,000 Profit was = $200,000
- Determine Your Revenue for the previous year. - Subtract it by the number of yearly expenses. Revenue: Subtract Expenses: Total Profit: Divide Profit by Revenue Profit Margin =
$650,000 / $200,000 = 30% Profit Margin
Product or Service Item Margin Tracker Product or Service Item
Cost of Item
Cost to Produce Item
Profit Amount
Profit Margin
Example: Consultation
$85.00
$40.00
$45.00
52%
SET PRODUCTION GOALS In the first table, put how many products or services you would need to produce for the entire year. In the second table, put how many products or services you would need to produce monthly.
Product or Service
Quantity to Sell in 2020
Total Gross
Quantity Sold Per Month
Total Monthly Gross
Total Cost to Produce Total Profit
Notes
2020 Goal Totals
Product or Service
Monthly Goal Totals
Total Cost to Produce
Total Profit
Notes
PARTNER WITH PROFESSIONALS Depending on your industry, list great professionals you can meet with to share leads with, meet them in person, and add them to your social media and email lists. Be sure to solidify the partnership by referring someone to them ďŹ rst, then they will trust you enough to send referrals your way! Industry
Name
Date Met
+ Social Media
+ Email List
Sent Referral
SCHEDULE YOUR SOCIAL MEDIA Begin to have your social media presence consistent. Select days of the week to post certain topics and keep track of the scheduling. Monday
Tuesday
Wednesday
Facebook Likes
Facebook Followers
Thursday
Friday
Saturday
Q1
Q2
Q3
Q4
Track Your Growth 1/1/2020 4/1/2020 7/1/2020 10/1/2020 12/31/2020 Notes
Instagram Followers
LinkedIn Followers
Twitter Followers
Sunday
BLOG TRACKER Jot down your blog ideas as they come to you. Place check marks once you have completed your drafts, proofread, and published. Next, track your stats to see what your readers ďŹ nd more interesting. Idea/Topic (Title)
Date Draft Completed
Proofread
Published
Shared
Views
YEARLY OVERVIEW Review your life and business as separate departments and write your action items for each category. Administrative
Client Relations
Creative Direction
Accounts Payable
Marketing & Advertising
Accounts Receivable
Online Presence
Personal/Miscellaneous
Training & Development
2020 MOTIVATION “You can't connect the dots looking forward; you can only connect them looking backwards. So you have to trust that the dots will somehow connect in your future. You have to trust in something — your gut, destiny, life, karma, God, whatever. This approach has never let me down, and it has made all the difference in my life. You've got to find what you love. Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do. If you haven't found it yet, keep looking. Don't settle. As with all matters of the heart, you'll know when you find it. And, like any great relationship, it just gets better and better as the years roll on. So keep looking until you find it. Don't settle. Almost everything — all external expectations, all pride, all fear of embarrassment or failure - these things just fall away in the face of death, leaving only what is truly important. Remembering that you are going to die is the best way I know to avoid the trap of thinking you have something to lose. You are already naked. There is no reason not to follow your heart. Your time is limited, so don't waste it living someone else's life. Don't be trapped by dogma — which is living with the results of other people's thinking. Don't let the noise of others' opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition. They somehow already know what you truly want to become. Everything else is secondary.” Steve Jobs' speech: How to Live Before You Die June 12, 2005
www.BeyondRoutinePlanner.com
2020 CALENDAR January S
M
T
February
W
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1
2
3
4
S
M
T
W
March
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F
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S
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1
1
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5
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5
6
7
8
9
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11
2
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6
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8
8
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9
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25
16
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31
23
24
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29
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30
31
S
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F
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S
M
T
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F
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S
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T
W
T
F
S
1
2
3
4
31
1
2
1
2
3
4
5
6
May
April
W
June
5
6
7
8
9
10
11
3
4
5
6
7
8
9
7
8
9
10
11
12
13
12
13
14
15
16
17
18
10
11
12
13
14
15
16
14
15
16
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18
19
20
19
20
21
22
23
24
25
17
18
19
20
21
22
23
21
22
23
24
25
26
27
26
27
28
29
30
24
25
26
27
28
29
30
28
29
30
S
M
T
T
T
F
S
S
M
July
September
August
W
T
F
S
S
M
1
2
3
4
30
31
W
T
W
T
F
S
1
2
3
4
5
1
5
6
7
8
9
10
11
2
3
4
5
6
7
8
6
7
8
9
10
11
12
12
13
14
15
16
17
18
9
10
11
12
13
14
15
13
14
15
16
17
18
19
19
20
21
22
23
24
25
16
17
18
19
20
21
22
20
21
22
23
24
25
26
26
27
38
29
30
31
23
24
25
26
27
28
29
27
28
29
30
S
M
T
T
F
S
S
M
T
W
T
F
S
S
M
T
W
T
F
S
1
2
3
1
2
3
4
5
6
7
1
2
3
4
5
October W
November
December
4
5
6
7
8
9
10
8
9
10
11
12
13
14
6
7
8
9
10
11
12
11
12
13
14
15
16
17
15
16
17
18
19
20
21
13
14
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28
20
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26
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28
29
30
31
29
30
27
28
29
30
31
“This is my comfort in my affliction, that your promise gives me life.” - Psalm 9:5
Wednesday
Thursday
Friday
Saturday
2
3
4
8
9
10
11
15
16
17
18
22
23
24
25
29
30
31
29
1
New Years Day
WEDNESDAY, JANUARY 1, 2020 Daily Gratitude
New Year’s Day
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
THURSDAY, JANUARY 2, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
FRIDAY, JANUARY 3, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
SATURDAY, JANUARY 4, 2020 6 AM
Daily Gratitude
Overall Focus
7 AM 8 AM
MUST DO TODAY!
9 AM 10 AM 11 AM 12 PM 1 PM
Tasks
2 PM 3 PM 4 PM 5 PM
Water
6 PM
Total Mileage
Fitness
SUNDAY, JANUARY 5, 2020 6 AM
Daily Gratitude
Overall Focus
7 AM 8 AM
MUST DO TODAY!
9 AM 10 AM 11 AM 12 PM
Tasks
1 PM 2 PM 3 PM 4 PM 5 PM
Water
6 PM
Total Mileage
Fitness
WEEKLY REVIEW Accomplishments
Expense Total Gross Sales Net Income Total Mileage What Did Not Work This Week
LOOKING AHEAD Important Calls to Make
Tasks to Delegate
Overall Focus This Week
Social Media Goals
Sales/Income Goal
Notes
Blog Posts
MONDAY, JANUARY 6, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
TUESDAY, JANUARY 7, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
WEDNESDAY, JANUARY 8, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
THURSDAY, JANUARY 9, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
FRIDAY, JANUARY 10, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
SATURDAY, JANUARY 11, 2020 6 AM
Daily Gratitude
Overall Focus
7 AM 8 AM
MUST DO TODAY!
9 AM 10 AM 11 AM 12 PM 1 PM
Tasks
2 PM 3 PM 4 PM 5 PM
Water
6 PM
Total Mileage
Fitness
SUNDAY, JANUARY 12, 2020 6 AM
Daily Gratitude
Overall Focus
7 AM 8 AM
MUST DO TODAY!
9 AM 10 AM 11 AM 12 PM
Tasks
1 PM 2 PM 3 PM 4 PM 5 PM
Water
6 PM
Total Mileage
Fitness
WEEKLY REVIEW Accomplishments
Expense Total Gross Sales Net Income Total Mileage What Did Not Work This Week
LOOKING AHEAD Important Calls to Make
Tasks to Delegate
Overall Focus This Week
Social Media Goals
Sales/Income Goal
Notes
Blog Posts
MONDAY, JANUARY 13, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
TUESDAY, JANUARY 14, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
WEDNESDAY, JANUARY 15, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
THURSDAY, JANUARY 16, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
FRIDAY, JANUARY 17, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
SATURDAY, JANUARY 18, 2020 6 AM
Daily Gratitude
Overall Focus
7 AM 8 AM
MUST DO TODAY!
9 AM 10 AM 11 AM 12 PM 1 PM
Tasks
2 PM 3 PM 4 PM 5 PM
Water
6 PM
Total Mileage
Fitness
SUNDAY, JANUARY 19, 2020 6 AM
Daily Gratitude
Overall Focus
7 AM 8 AM
MUST DO TODAY!
9 AM 10 AM 11 AM 12 PM
Tasks
1 PM 2 PM 3 PM 4 PM 5 PM
Water
6 PM
Total Mileage
Fitness
WEEKLY REVIEW Accomplishments
Expense Total Gross Sales Net Income Total Mileage What Did Not Work This Week
LOOKING AHEAD Important Calls to Make
Tasks to Delegate
Overall Focus This Week
Social Media Goals
Sales/Income Goal
Notes
Blog Posts
MONDAY, JANUARY 20, 2020 Daily Gratitude
Martin Luther King Jr. Day
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
TUESDAY, JANUARY 21, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
WEDNESDAY, JANUARY 22, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
THURSDAY, JANUARY 23, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
FRIDAY, JANUARY 24, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
SATURDAY, JANUARY 25, 2020 6 AM
Daily Gratitude
Overall Focus
7 AM 8 AM
MUST DO TODAY!
9 AM 10 AM 11 AM 12 PM 1 PM
Tasks
2 PM 3 PM 4 PM 5 PM
Water
6 PM
Total Mileage
Fitness
SUNDAY, JANUARY 26, 2020 6 AM
Daily Gratitude
Overall Focus
7 AM 8 AM
MUST DO TODAY!
9 AM 10 AM 11 AM 12 PM
Tasks
1 PM 2 PM 3 PM 4 PM 5 PM
Water
6 PM
Total Mileage
Fitness
WEEKLY REVIEW Accomplishments
Expense Total Gross Sales Net Income Total Mileage What Did Not Work This Week
LOOKING AHEAD Important Calls to Make
Tasks to Delegate
Overall Focus This Week
Social Media Goals
Sales/Income Goal
Notes
Blog Posts
MONDAY, JANUARY 27, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
TUESDAY, JANUARY 28, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
WEDNESDAY, JANUARY 29, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
THURSDAY, JANUARY 30, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
FRIDAY, JANUARY 31, 2020 Daily Gratitude
Overall Focus
6 AM
7 AM
MUST DO TODAY! 8 AM
9 AM
10 AM
11 AM
Tasks
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Water 6 PM
7 PM
Total Mileage
Fitness
NOTES
MONTH END REVIEW Review Your Yearly Vision and Always Evolving - Yearly To Do What did I accomplish this month that brought me closer to my year end goals?
What did I accomplish this month from my Always Evolving Checklist?
Total New Customers
Gross Sales
Best Performing Product/Service
Expense Total Net Income Average Profit Margin
LOOKING AHEAD Strategize & Plan For the Upcoming Month What do I need to accomplish this month that will bring me closer to my year end goals?
Sales Goals Expense Budget Projected Profit
What do I need to accomplish this month from my Always Evolving Checklist?
New Product or Service Referral Goal
Lead Goal