📅 The Complete Guide to Planning

(So you finally know exactly what to do—and when to do it)

If you’ve ever set a big goal…
...and then sat there staring at your planner like “Okay but how do I actually do this?”
This is for you.

Planning isn’t just writing things down.
It’s how you create the structure to become who you want to be.

Let’s break it down step-by-step so you know exactly how to get started—and how to stay on track without burning out.

STEP 1: Get Clear on What You Actually Want

Before you can plan it—you need to define it.

Start by asking:

“What do I want my life to look like in the next 6–12 months?”

Then get specific:

What do I want more of?
What do I want less of?
What do I want to create, change, or feel proud of?

✨ Tip: Don’t chase someone else’s goals. Get honest about what you really want—even if it’s messy or multi-passionate.

STEP 2: Define the End Result

Once you know the direction, pick one clear goal to focus on first.

“If I could only accomplish ONE thing in the next 90 days, what would move my life forward the most?”

Then visualize the outcome:

What does “done” look like?
How will you know when you’ve succeeded?

✨ Example:
Goal = “Start a business” → Outcome = “Launch my offer + have my first 3 clients.”

Now we’re planning from clarity, not chaos.

STEP 3: Break It Into Action Steps

Look at your goal and ask:

“What needs to happen before this is done?”

Turn the big goal into a staircase of small wins.

✨ Example:
Launch business →

Choose my niche
Create a simple offer
Build a payment link
Make my first post
Reach out to 5 people

Chunk it down until the steps feel doable—not overwhelming.

STEP 4: Map It Into Your Year, Month, Week, Day

This is where planning gets powerful. Here's how to reverse-engineer it:

🗓 Yearly

Choose 1–3 “focus goals” for the year based on your big vision.
Space them out by quarters (90-day goals work best).

You’re not doing everything at once. You’re choosing your season.

📅 Monthly

At the start of each month, ask:

“What 1–2 milestones can I hit this month to move this goal forward?”

Block off space for it on your calendar first—before life takes over.

🗂 Weekly

Pick a day (like Sunday or Monday) to plan your week.

Look at your monthly milestone
Choose 2–3 key actions to complete this week
Assign them to specific days or blocks of time

✨ Tip: Use your planner’s 4x4 Method™ to match your routines to your energy.

📆 Daily

Each morning, write:

“What’s the ONE thing I need to do today to move closer to my goal?”

Then look at your planner, choose your routine for the day (ideal, energized, bad mood, or burnout), and commit to one clear win.

You don’t need to crush every task.
You just need to keep showing up.

STEP 5: Make Space for the Unexpected

Life isn’t linear. Plans will shift—and that’s okay.

Real planning isn’t rigid. It’s responsive.

✨ Add weekly “flex days” or buffer time
✨ Use your monthly review to reflect + realign
✨ Expect to evolve—and let your goals evolve with you

📝 Reminder: You’re Not Behind

You’re not doing it wrong.
You’re just trying to plan like someone you’re not.

When you use a system built around your energy, vision, and life—you stop falling off.
You start building momentum.

📘 Want the Planner That Helps You Do It All?

Inside the Self Help Planner, you’ll get everything you need to:

✅ Get clear on your goals
✅ Break them into actionable steps
✅ Use the 4x4 Method™ to plan your routines and habits
✅ Map your vision into your year, month, week, and day
✅ Finally follow through—without burnout or overwhelm

✨ Click here to get your planner now

This isn’t just another notebook.
It’s the system that helps you follow through on the life you really want.

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