Note: This overview of the Monthly Momentum Planner pertains to our 2019 version, not our most up-to-date 2020 version. A new video will be available as soon as possible! To read a transcript of this video, click here.
The Monthly Momentum Planner helps you get your arms around the monthly level of perspective, the crucial and first level where we really see creative momentum start to happen. It’s also the level of perspective that many of us haven’t figured out yet. Think about it: you can probably easily plan your day and maybe your week. But the month might get away from you.
The video above walks you through the key elements of the Monthly Momentum Planner. We keep the most up-to-date version of all of our planners on the Free Planners page in case you want to download one to follow along with this post.
Quarterly Objectives are collections of projects that all go toward a certain goal and that contain a bunch of other projects. Fun fact: the English language doesn’t have a word for “big project” like it does for big house (mansion).
(Note: If you’re using the Yearly and/or Quarterly Momentum Planners that come exclusively in our Momentum Planner Digital Pack, you will be able to simply transfer your quarterly objectives from those planners to this one.)
For instance, “Write The Awesomesauce Ebook” is an objective that’s broken down into component projects like “Write Chapter 1 of Awesomesauce Ebook.” The project “Write Chapter 1 of Amesomesauce Ebook” is broken down into discrete tasks.
While we’re on categories and organizing, you may find it useful to associate the levels of actions with timeframes. So:
- Objectives relate to months and quarters.
- Projects relate to weeks.
- Tasks relate to days.
To be clear, I’m not saying that projects take weeks to accomplish – rather, I’m saying that projects should be the main focus when you’re doing your weekly planning.
Yes, these conventions violate GTD principles, but I’ve found that they’re a lot easier to understand and use.
Okay, so now that you’ve got the skeleton of your month laid out, you can move onto…
Below the aforementioned block is a block with space to write down what goals or projects you plan to work on during the month.
The little numbers do not necessarily relate to the numbers in the “Objectives” block. However, the goals/projects that you put in here should relate to the objectives you listed.
For instance, let’s go back to the objective “Write The Awesomesauce Ebook.” That’s a great objective, but thinking about writing it won’t get it written. Writing it will get it written, and to write it, you have to allocate some time to it. Otherwise, it just becomes a bee that sleeps during the day and stings you at night.
These blocks may frustrate the hell out of you because there are only five slots. They are intentionally limited, though, for two reasons: 1) to keep overwhelm down, and 2) to force help you make meaningful stuff the priority. Time and resources are finite – make ’em count.
Weekly Breakdown of Projects
In the right column is the weekly breakdown of what projects you’re going to do that relate to what you’ve already committed to in the left column. Here is where you can slide your projects over and convert them into smaller chunks.
In the monthly calendar overview, you have space to write what’s going on for the day, and then jot down the days events, projects, or appointments below. The circles are for tracking your daily habits (say, for working out, meditating, or any other new habit you’re trying to cultivate). You can get more of an idea of what that concept is all about from our post about the Daily Habit Tracker. Additionally, feel free to use that circle in whatever unique way suits you best.
Get Inspired with the Monthly Momentum Planner
Strategic thinking, done correctly, helps you push the ball forward in a meaningful way because it helps you project effectiveness further into the future. Effectiveness comes from linking today’s action to this month’s objectives – that way you can work “in the trenches” with the confidence that it’s worthwhile. Want more? Check out the Weekly and Daily Momentum Planners.
And if you’re looking for more resources to help you with the Momentum Planning process, we highly recommend learning more about the Momentum Planning e-Course, to really get a grasp on our planning methodology and take your productivity to the next level. Your purchase of the e-Course also comes with the Momentum Planner Digital Pack for FREE!