At the end of each month, I like to share my monthly planning process. My monthly planning begins with a review of my metrics and progress made in the current month.

This article covers my three step monthly planning process, it’s a snapshot of what I do each month and includes a free workbook to help you customize the process to fit your business. I created this workbook to walk you through the entire process and help you create a system to regularly track and measure your progress, which is essential for business growth.

When you regularly review your progress towards a goal, you are able to make decisions and pivot or readjust along the way. Without regular review, we tend to reach the end of the month, realizing that we lost sight of our goals or scramble to try to show the slightest progress. When you regularly review your progress, you have the ability to catch what isn’t working or recognize what is working, then adjust your focus accordingly

An important part of monthly planning is to recognize your accomplishments, no matter how small. I find that we rarely take the time to celebrate our accomplishments. Instead, we focus on the tasks that remain on our list or the goals that we did not achieve. With a regular process in place to review and track the progress, you can build momentum, build confidence and accelerate your business growth.

Monthly Planning in 3 Simple Steps

Step 1: Review

When you review the current month, jot down everything you’ve accomplished related to your goals for the month. Check in on the goals that you set the previous month and make a note of what worked as well as anything that didn’t work for you.

Next, you want to acknowledge any challenges that you faced.  It’s important to mention that challenges can be anything that got in the way, it doesn’t have to be negative. You may have set aside time for a family vacation or other family event. You may have been caring for a sick child. Whatever the challenge, recognize it and plan for what you would do differently (if anything) next time.

During the review process, you will want to review your weekly metrics. Tracking metrics does not have to be a complicated process. I use a google spreadsheet to track things like social media subscribers, web traffic, newsletter subscribers and financial metrics.

Other metrics that you can track include conversions to specific broadcasts or sales pages. I suggest you keep it simple to start and set a reminder to document your metrics on a weekly basis.

Step 2: Define your goals

Once you complete your review, it’s time to define your goals for the month ahead. With a good picture of the month before, you can take some time to list out what your main focus is going to be for the month ahead.

List any projects that you want to work on and define your financial goals and metrics so that you have something to measure as the month progresses.

Step 3: Create a Plan

Once you have completed your review and defined your focus, you’re ready to plan for the month ahead. Break down your larger goals into smaller, more manageable, tasks and milestones.

Next, get everything on your calendar or into your project management system so that you can block off the time to do the work to reach those goals!

We’ve all heard it, what you measure grows. So if you’re tracking your progress and keeping your goals and accomplishments in front of you, you will continue to see improvement, gain momentum and build confidence in your business.

FREE Monthly Review and Planning Workbook

A monthly review, or any review of your progress, may be one of the most important steps in growing your business and in improving any area of your life.

That’s why we created The Monthly Review & Planning  Workbook to walk you through my three steps to review the previous month and plan for the month ahead.