making the

most of a year

JOURNAL
 To get the most out of this Annual Planner I
suggest you do the following:

Take enough time to reflect and be specific when you answer

01 the ‘most important question’ remember, you gravitate towards
your most dominant thoughts.

how to make the 02

Utilise the Ideas page and the Mind Map to have no rules or
boundaries - write whatever you dream or desire on it.

most of a year When you do the Wheel of Life be very specific about the

03
evaluation and be careful not just to ‘make every goal 10/10’. Be
One of my mentors, Jim Rohn said you have to realistic but include a stretch for yourself. If there are any areas
‘finish your year before you start it’ that’s precisely not covered add them in at your discretion.

what this is all about. helping you decide what

Pages 6 and 7 are designed to be written AS IF you have
you want and what to do next to achieve it.
accomplished them already. An example might be: “I love the

04
feeling of being 6kg lighter as a result of the healthy eating
choices and exercise disciplines, I feel better about myself, have
more energy and am more confident in my new clothes” Do
this ‘as if’ statement for each of your 8 areas of focus.

Use the Annual Planning section to look at an overview of the

05
entire year. You may want to include important dates, birthdays,
anniversaries, school holidays, your vacation time so that you
get an overall feel for the flow of your year.
 Use the 90 Day Planning to breakdown the big goals you have

06
from your Wheel of Life to put weekly activities you must to
achieve each of these goals. This is the most details planning
tool you have.

You can further breakdown the 90 Days into each month ahead
and plan the activity and focus for the next calender month. This
07 allows you to be adaptable to external issues like family, work,
travel etc. Use the month view in the same way you would use a
year view.

Use the Lessons Learned and Wisdom Gained section as you go

08 through your year and learn and reflect on things that will make
the next year even better.

Planning for the next year can begin as soon as you know what

09
your priorities and big goals are, begin to put the most
important things in place and other important dates
as you go.

Go on, finish your year

before you start it and
make it great!
a most important
Describe who you meet that day....

question...
It’s December 31st next year. You
are walking down the street in
your local area and you bump
into, of all people, you!

What would you need to have DONE

and who would you needed to have
become in order to be a person you
are DELIGHTED TO MEET?
mind map &
wheel of life
IDEAS PAGE
 mind map
Use this Mind Map to brainstorm some ideas as to how you might grow, change, contribute, serve, learn over the
time period ahead of you.

HEALTH RECREATION

FAMILY PHYSICAL
ENVIRONMENT

ROMANCE CAREER

PERSONAL
MONEY
GROWTH
 10
wheel of life

10

10
5
Helping you discover your
current reality

5
Print this page out and “score” your
life in each of the following areas by
colouring in the level you feel you are
in each area.

10

10
5
Closest to the outside of the circle is
a 10 (best); Closest to the inside of
the circle is a 0 (worst). Then select a
different coloured ink and mark the

5
wheel where you would like it to be
in 12 months. Use the following page

5
to describe what the increase

10
actually looks like.

10
10
 10
wheel of life

10

10
5
Helping you discover your
current reality

5
Print this page out and “score” your
life in each of the following areas by
colouring in the level you feel you are
in each area.

10

10
5
Closest to the outside of the circle is
a 10 (best); Closest to the inside of
the circle is a 0 (worst). Then select a
different coloured ink and mark the

5
wheel where you would like it to be
in 12 months. Use the following page

5
to describe what the increase

10
actually looks like.

10
10
Wheel of life HEALTH

Having completed your Wheel of Life for

the second time and gained clarity on
WHERE you want each area to be, use
this section to write down what the
improvement in each area looks like for
you – WRITE IT AS IF YOU ARE
EXPERIENCING IT IN THE PRESENT. EG: I FAMILY
feel so much better weighing Xkg and
training 3 times each week, the energy
levels I have and impact on my well being
is so pleasurable.

ROMANCE

PERSONAL GROWTH
RECREATION

PHYSICAL ENVIORNMENT

CAREER

MONEY
Write your own
heading here
Write your own
heading here
 Progress

MOVEMENT DESTINATION

Momentum OPTIMISE Conviction

COLLABORATION RESPONSIBILITY

Synergy
 “Finish your year
before you start it”
- JIM ROHN
Ninety day plan
Use this t o put in place exactly what you will do WHEN t o
accom- plish your goals in the first ninety days of the
year. Some guiding principles for planning the next
ninety days include:

ANSWER THE QUESTION

“What is preventing me/us/ ________________ from growing?”.
Listen and prioritize the answer to the above question.

Having written clarity on what to improve in each of the areas in question, write down what the
improvement in each area looks like for you [in the present]

Break down based on your knowledge of self/business what would be the BEST way to achieve that goal.
[Be sure to include a stretch goal]

Put in place a week by week breakdown of what needs to be done by whom.

Agree on reporting and accountability for the plan. Action and review weekly.

At 75 days starts the process all over!

 YEAR PLANNER

JANUARY FEBRUARY MARCH APRIL

MON MON MON MON

TUE TUE TUE TUE

WED WED WED WED
THU THU THU THU
FRI FRI FRI FRI
SAT SAT SAT SAT
SUN SUN SUN SUN
MON MON MON MON
TUE TUE TUE TUE
WED WED WED WED
THU THU THU THU
FRI FRI FRI FRI
SAT NOTES SAT NOTES SAT NOTES SAT NOTES
SUN SUN SUN SUN

MAY JUNE JULY AUGUST

MON MON MON MON

TUE TUE TUE TUE

WED WED WED WED
THU THU THU THU
FRI FRI FRI FRI
SAT SAT SAT SAT
SUN SUN SUN SUN
MON MON MON MON
TUE TUE TUE TUE
WED WED WED WED
THU THU THU THU
FRI FRI FRI FRI
SAT NOTES SAT NOTES SAT NOTES SAT NOTES
SUN SUN SUN SUN

SEPTEMBER OCTOBER NOVEMBER DECEMBER

MON MON MON MON

TUE TUE TUE TUE

WED WED WED WED
THU THU THU THU
FRI FRI FRI FRI
SAT SAT SAT SAT
SUN SUN SUN SUN
MON MON MON MON
TUE TUE TUE TUE
WED WED WED WED
THU THU THU THU
FRI FRI FRI FRI
SAT NOTES SAT NOTES SAT NOTES SAT NOTES
SUN SUN SUN SUN
 90 DAY ACTION PLAN FOR QUARTER ONE

Week
Beginning Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13
Monday Date Date Date Date Date Date Date Date Date Date Date Date Date

HEALTH

FAMILY

ROMANCE

PERSONAL
GROWTH

RECREATION

PHYSICAL
ENVIRONMENT

CAREER

MONEY
 JANUARY MY BIG GOAL
Mon TUE WED THU FRI SAT SUN

MONTHLY ACTIONS

WHAT TO LEARN

NOTES
WHO TO MEET
 FEBRUARY MY BIG GOAL
Mon TUE WED THU FRI SAT SUN

MONTHLY ACTIONS

WHAT TO LEARN

NOTES
WHO TO MEET
 MARCH MY BIG GOAL
Mon TUE WED THU FRI SAT SUN

MONTHLY ACTIONS

WHAT TO LEARN

NOTES
WHO TO MEET
 90 DAY ACTION PLAN FOR QUARTER TWO

Week
Beginning Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13
Monday Date Date Date Date Date Date Date Date Date Date Date Date Date

HEALTH

FAMILY

ROMANCE

PERSONAL
GROWTH

RECREATION

PHYSICAL
ENVIRONMENT

CAREER

MONEY
 APRIL MY BIG GOAL
Mon TUE WED THU FRI SAT SUN

MONTHLY ACTIONS

WHAT TO LEARN

NOTES
WHO TO MEET
 MAY MY BIG GOAL
Mon TUE WED THU FRI SAT SUN

MONTHLY ACTIONS

WHAT TO LEARN

NOTES
WHO TO MEET
 JUNE MY BIG GOAL
Mon TUE WED THU FRI SAT SUN

MONTHLY ACTIONS

WHAT TO LEARN

NOTES
WHO TO MEET
 90 DAY ACTION PLAN FOR QUARTER THREE

Week
Beginning Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13
Monday Date Date Date Date Date Date Date Date Date Date Date Date Date

HEALTH

FAMILY

ROMANCE

PERSONAL
GROWTH

RECREATION

PHYSICAL
ENVIRONMENT

CAREER

MONEY
 JULY MY BIG GOAL
Mon TUE WED THU FRI SAT SUN

MONTHLY ACTIONS

WHAT TO LEARN

NOTES
WHO TO MEET
 AUGUST MY BIG GOAL
Mon TUE WED THU FRI SAT SUN

MONTHLY ACTIONS

WHAT TO LEARN

NOTES
WHO TO MEET
 SEPTEMBER MY BIG GOAL
Mon TUE WED THU FRI SAT SUN

MONTHLY ACTIONS

WHAT TO LEARN

NOTES
WHO TO MEET
 90 DAY ACTION PLAN FOR QUARTER FOUR

Week
Beginning Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13
Monday Date Date Date Date Date Date Date Date Date Date Date Date Date

HEALTH

FAMILY

ROMANCE

PERSONAL
GROWTH

RECREATION

PHYSICAL
ENVIRONMENT

CAREER

MONEY
 OCTOBER MY BIG GOAL
Mon TUE WED THU FRI SAT SUN

MONTHLY ACTIONS

WHAT TO LEARN

NOTES
WHO TO MEET
 NOVEMBER MY BIG GOAL
Mon TUE WED THU FRI SAT SUN

MONTHLY ACTIONS

WHAT TO LEARN

NOTES
WHO TO MEET
 DECEMBER MY BIG GOAL
Mon TUE WED THU FRI SAT SUN

MONTHLY ACTIONS

WHAT TO LEARN

NOTES
WHO TO MEET
the year ahead
Use this page to write down any
lessons learned, wisdom gained
and dreams to fulfill for the year
that lies ahead for you:

Happy dreaming, designing

and planning!
 YEAR PLANNER

JANUARY FEBRUARY MARCH APRIL

MON MON MON MON

TUE TUE TUE TUE

WED WED WED WED
THU THU THU THU
FRI FRI FRI FRI
SAT SAT SAT SAT
SUN SUN SUN SUN
MON MON MON MON
TUE TUE TUE TUE
WED WED WED WED
THU THU THU THU
FRI FRI FRI FRI
SAT NOTES SAT NOTES SAT NOTES SAT NOTES
SUN SUN SUN SUN

MAY JUNE JULY AUGUST

MON MON MON MON

TUE TUE TUE TUE

WED WED WED WED
THU THU THU THU
FRI FRI FRI FRI
SAT SAT SAT SAT
SUN SUN SUN SUN
MON MON MON MON
TUE TUE TUE TUE
WED WED WED WED
THU THU THU THU
FRI FRI FRI FRI
SAT NOTES SAT NOTES SAT NOTES SAT NOTES
SUN SUN SUN SUN

SEPTEMBER OCTOBER NOVEMBER DECEMBER

MON MON MON MON

TUE TUE TUE TUE

WED WED WED WED
THU THU THU THU
FRI FRI FRI FRI
SAT SAT SAT SAT
SUN SUN SUN SUN
MON MON MON MON
TUE TUE TUE TUE
WED WED WED WED
THU THU THU THU
FRI FRI FRI FRI
SAT NOTES SAT NOTES SAT NOTES SAT NOTES
SUN SUN SUN SUN