In today’s video I am walking you through my monthly functional planning process. Watch as a plan my month and share exactly what functional planning principles and guidelines I integrate into my monthly calendar.
When I first developed the methodology of Functional Planning back in 2016 I defined a set of parameters to use as a guideline to ensure your planner and the way you were using it were functional. I assigned 3 roles to the functional planner:
1st is to Schedule Events
2nd is to Track Tasks
3rd is to Plan Actions
Now, in the way I execute on the Functional Planning methodology, the Monthly Calendar Spread is the way I choose to keep track of scheduled events and items.
Here are a few popular types of events you might want to ensure you are scheduling into your planner, specifically on the monthly calendar.
- Reoccuring Events: A scheduled event that happens on a consistent frequency
- Things like bill due dates, trash days, paydays, events with a predictable pattern- for myself as a content creator, this may also mean using my monthly calendar as a place to map out the days content will be posted so that I remain on schedule with those items.
- Now with reoccurring events, a major tip I always share is that although it might be nice to schedule everything in your calendar- unless you need the information for reference or because you are taking a specific action related to it, I think less is more- especially in a monthly calendar spread where space is usually limited.
- Appointments: A non routine event that takes up a block of time in our schedule
- Things like doctors visits, classes, meetings, anything that will take up time and you may also need to prepare ahead of time for. You will keep the schedule in your monthly calendar, but then any associated tasks or prep should go on a master task list for the month or directly into the daily or weekly spread you use.
- Special Days: Holidays, birthdays anniversaries etc
- I know some people might keep a list of holidays or birthdays on a separate reference calendar, but I think its good to transfer that information to your monthly especially because its much more functional to see those days in your calendar so you can plan accordingly. I can’t tell you how many times I missed a special event because it was on some other list I wasn’t in the habit of checking regularly!
- Due dates: If you have projects or work with specific due dates, I also think its important to keep these on your monthly calendar. Again, you will likely keep specific task information on your Master Monthly Task List and transfer it to the day or week it belongs to as well, but having that big picture view of your month is important.
And I want to be clear, it doesn’t matter what type of monthly calendar you are using. Here I am using a Month on 1 Page, but, these parameters still apply for Month on 2 page as well. You will still be tracking the same types of events, but depending on your spread, you may have more or less room for detail- choose the monthly spread that works for you, and use whatever means works for you to mark down information on your monthly. If that means writing in appointments or using highlighters or color coding to indicate things wonderful. I use some stickers to help me indicate specific things on my calendar. Just do what works for you and what you like. As long as you know what everything indicates create whatever shorthand works for you.
Of course, in terms of the monthly spreads I use that are designs from TheCharmedShop.com my monthly calendar is always followed up by a Master Task List for the month.
Like I mentioned earlier, task tracking is essential to the functional planning methodology and on a monthly basis I make sure to compile a full list of tasks that apply to the month and transfer them to this master monthly task list. The tasks that go on this list may be individual tasks but they may also be projects taken from my project planning or business planning inserts. Sometimes with projects there are really too many tasks to list out on the master list individually so I find it acceptable and still functional to list out the project itself so long as you have those individual steps of the project broken out somewhere for reference.
I’ll also make sure to populate a top 3 priorities for the month as well. The concept of prioritization is also a major element of Functional Planning. Not only do we always need to know what is on our plate, we need to have some sense of hierarchy. Having a monthly top 3 gives me clarity throughout the month that no matter all the little tasks or projects I might touch- I am clear on the fact that the priority ones deserve the most attention to ensure they are completed.
So that is how to create a functional monthly plan. I hope this information has been educational and inspiring. If you would like to purchase my Monthly Calendar Inserts, I will leave you a link below. Of course you can expect that I will be creating more content on functional planning in the future that walk through weekly and daily planning as well as project planning and more.
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✔︎ My Exact Planner System
Choose Month on 1 Page and Week on 1 Page Option
✔︎ Get the 2021 Dated Month on 1 Page Insert
✔︎ Get the 2021 Dated Month on 2 Pages Insert
Best wishes for increased productivity and success for you in the future!
xoxo,