Best Laid Plans

BLP Ep #252: Monthly Planning Rhythms + Completist Mini-Review

May 26, 2025

Happy Memorial Day!

Today’s episode is dedicated to monthly planning rhythms! I discuss why the monthly planning level can be a challenging one, but then provides reasons to try giving it some attention.

Elements Discussed:

  • Ways to add to the “fresh start” energy – screen backgrounds + monthly tracking
  • Monthly work plan (new element for me, see below!)
  • Monthly goal setting (middle piece of the Nested Goals method – great way to break up big seasonal projects), including a look back / forward / within, and a calendar landscape review
  • Monthly “extras” – might include budget, household supply maintenance, fitness ideas, library holds, adding in fun, and more!
so simple + so powerful

Prior episodes mentioning Monthly Planning:

#17 – Your New Month Guide

#218 – Monthly Review


Mini-Review: Completist Products Mentioned (no affiliation):

Weekly Planning Pad
Daily Planner
Monthly Planner

Mock up of their daily layout (essentially copied what was in my Stalogy notebook midmorning onto this page):

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BLP Live in Nov: SOLD OUT by episode air date, but stay tuned for virtual options!

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IXL: Tailored and effective online learning (my kids have used this for years as part of their school curriculum)! Best Laid Plans listeners can get an exclusive 20% off IXL membership when they sign up today at⁠⁠ IXL.com/PLANS⁠⁠.

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4 Comments

  • Reply Kristin Burns May 26, 2025 at 7:02 pm

    Love the idea of a monthly fun audit! I also use the everygirl backgrounds options for my phone and laptop and they always brighten my day.

  • Reply Coree May 27, 2025 at 4:54 am

    I use a self-made monthly template in Notion, and always look forward to doing my monthly list – I set them up early and add things but do a proper sit down a week before the month starts. I do print it out though, and tend to reprint 10 days in when it gets tatty. I add new additions and delete things I’ve accomplished. The goal is that the list drops to 1 page at some point, and is mostly accomplished by the end of the month.

    I have big headers – WORK (Research and funding, teaching, impact, admin) and LIFE (personal, home, social, garden).

    Mostly these are monthly lists but mid-November, it becomes a countdown list – things that need to be done before the end of the year, and my current list is “before summer holidays” as my summer season is fragmented – 5 weeks before holidays, 3.5 weeks of holiday, and 5 weeks between back to school for T and back to teaching for me.

  • Reply Lauren @ anenneagramonelearnstohavefun.com May 27, 2025 at 8:40 pm

    Definitely on board for a monthly fun audit! I’ve loved using the Lazy Genius Playbooks in conjunction with monthly planning. I’ve always tried to go from yearly to monthly, and that was just too big a leap. Your quintiles definitely seem to work well for you — I think quarterly might be my answer!

  • Reply Joy May 30, 2025 at 10:32 am

    What a helpful episode! I always listen on my commute but I’m off today so relistened so I could take notes and plan my June.

    I do all of my daily planning on paper but love the idea of using a Notion template for monthly goal setting and may play around with that today.

    Thanks.

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