Planning Routine Free Printable Checklist

Having a clear planning routing is one of the best ways to improve your productivity. Once I started using my planner daily and established a plan, I started getting more done than ever before.

Over the past few months, I have received quite a few questions regarding my planning routine. So I wanted to take a few minutes and explain all of the steps I follow on a monthly, weekly, and daily basis.

I also created a pretty checklist to help you stay on track.

You can download the printable below but first here’s a look at my planning routine.

Monthly Tasks

I like to plan out the upcoming month a few days before the 1st. I sit down with all of my planners, notebooks, & supplies and get organized for the month ahead.

It helps to have my space clean and designed to support my productivity for the month. A well-organized environment, enriched with natural elements, can make a big difference in how focused and energized I feel. Incorporating biophilic design, like plants and natural materials, creates a calming, inspiring atmosphere that actually fuels my productivity. The small things count."

First I look at the previous month. I ask myself what did I accomplish and did I achieve any of my goals? Then I move on to the month ahead and decide on which goals I want to work on.

I also take some time to review my yearly goals and planned projects to see if there is anything I need to start working on or add to my calendar.

Finally, I migrate any appointments, special events, and unfinished tasks to the new month.

Weekly Tasks

Every Sunday evening, I spend some time planning the week ahead. This helps me get focused for Monday morning and sets my week up for success.

I start out by gathering all of my supplies, planners, notebooks, pens, stickers, and anything else that I might need.

Next, I migrate any unfinished tasks from the week before and any appointments from my calendar. I also take a few minutes to choose where to focus my attention this week.

Once I know what I need to finish up and focus on, I create a detailed list of everything I need to get done this week.

Then, I take a look at my monthly goals and decide what action steps I need to work on to help achieve those goals.

Finally, I create my schedule for the week.

Daily Tasks

I have a specific daily routine when it comes to my planner. Everything is broken down on the checklist but here’s a quick review of how I currently use my planner.

IN THE MORNING:

• Review the days’ tasks

• Choose my TOP 3 tasks for the day

• Add any additional tasks

IN THE EVENING:

• Fill in my tracker

• Migrate unfinished tasks

• Check my monthly dashboard for events

• Add any new tasks for tomorrow

THROUGHOUT THE DAY:

• Mark off tasks as I go

• Add new tasks as necessary

• Take notes of anything I need to remember

DOWNLOAD THE planning routine checklist

DOWNLOAD THE PLANNING ROUTINE CHECKLIST HERE

BEFORE YOU GO:

Here are a few posts you might like:

• Bible Study Essentials for a More Meaningful Routine

• New Birthday Tracker: Extra Space for Each Month (Requested)

• Creating the Ultimate “Sunday Reset” Routine for 2026

• #TBT: My Planning Routine

• Free Printable Reading List

SUPPLIES I RECOMMEND FOR PRINTING

A PRINTER

If you’re going to be printing in color, I really recommend investing in an HP Instant Ink-compatible printer. The quality of the finished product is amazing! If you don’t need a color printer, I highly recommend a laser printer like the Brother L23 Series. You will save hundreds on ink. You can also get a color laser printer which I would LOVE to have!

PAPER

For everyday printables, planners, and coloring pages for the kiddos I normally use Hammermill Printer Paper, 20 Lb. I love that you can get a small box of 3 reams instead of having to buy one at a time or a whole case of 10.

If I want something a little nicer, I use this laser paper which is incredibly smooth and has very little to no ghosting on the other side. This is perfect if you like to use pens/markers that are prone to bleeding through to the other side.

For printing on A5 paper, I use this Blank 6-Hole Punched A5 Paper. You can also get it without the holes but it’s $6-7 more. Which I think is odd because it’s usually the other way around and you have to pay more for the hole punching.

If you're printing a binder cover that you to be fade-resistant and last a long time, the best paper I would recommend using Epson Presentation paper. It's heavy like cardstock (48 lb), is great when laminated, and is made to last for decades.

See my Link Party Directory for a current list of blog parties I attend each week.

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(This post may contain affiliate links. For more information, see my disclosures here.)

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