Day 27 - Set up New Month


Only 3 days left in the 30-day challenge, man that went fast!

Today I will review how to set up a monthly view a few days before the month starts so you can organize your activities, making sure your priorities are scheduled in before anything else grabs your time. Here is a quick list of the topics I'll cover, and links to the first time they appeared in the challenge:


I pulled in content for each section in case you are looking for a more detailed description and list of tasks.

Create your Month View

Since you have worked in your Month View for these last 30 days, you should have a good sense of what worked and what didn't. If you are happy with the way this month went, great, stick with your current layout. Otherwise, I would recommend looking at the Pinterest Board for Monthly layouts that you may want to try.

Once you have your layout selected and drawn out on your page, you will start filling in your view. Remember, doing this a few days before the month starts, you are creating a space to establish events and tasks that are important to you, setting a priority and direction for yourself. Everything else, all those other "musts" will be scheduled or planned around them. Remember Covey & "Put the First things First".


Set up Events for the month

  • Look at your Year at a glance and/or Events page and pull into your new month the events
  • Flip to your Future log and pull into your new month all the events for the current month. You can then cross them off the future log.

Set up Tasks for the month

  • Did you have any tasks from the previous month that didn't get completed? It's all right, it happens! Simply mark them as "moved out" (look at the symbol you created for this on your key) in the current month, and add them to the task list in the new month. 
  • Pop over to yourYear Goals page. Review the goals and the progress you are making. Pull into your new month any tasks to continue your progress.  

Month Progress Trackers 

Goal Diagrams. Visual indicators of the progress you are making to a goal you set for the month. These goals should align to the bigger vision you set for yourself on Day 4 Yearly Goals, however, there are cases where you have goals just for a month. Saving for my sons birthday is an example.

Check In

  • How did you do last month? Celebrate your progress, even if you didn't hit your target.
  • What do you think kept you from hitting your target?
  • If you hit your target early, maybe it's time to up the goal?

Here are some examples for additional diagrams you can create:

  • Personal Development (webinar, mentor, presentation, etc)
  • Refilling your cup/Downtime or play (Massage, snorkel, read a book, long bath, yoga)
  • Financial (Savings, donating, pay bills on time)
  • Sales (dollar, units)
  • Exercise (run, steps, gym, etc)

Habit Tracker

This is the space where you can organize the behavior you want to repeat regularly into a daily format so that it ultimately occurs naturally.

Some things to consider before you set up this months Habit Tracker:

  • Look at your previous month.
  • Did the layout serve you well? Anything to change?

Create the tracker for the month, keep the list of items to track simple and achievable, and have fun with it. 

Weekly Setup

If you have been successful with only managing your goals using a Monthly View, then rock on! I would encourage those that didn't have goal gains last month to try a Weekly layout this month. 

Purpose: Gives you a way to break tasks down to a daily level, while providing space to record how the day went, what transpired that was good and maybe not-so good.



There are plenty examples of more detailed lists, which I include in the example photos below and saved to my Pinterest board. They can be found in various social media apps like Pinterest, Instagram, and even found through Google searches. Find one that suits your taste or make one of your own.

Leslie Grossman is the founder of Stitches By Leslie, Inc. and the creator of the patent pending Journal Mate. For more information, reach out