How to Improve Time Management by Using Monthly and Yearly plans

Before you create a monthly and yearly plan I suggest that you read my articles on Quadrant 2 Mindset, Weekly plans and how to organize your days.

When you have made a weekly plan you quickly see that some of your recurring activities don’t fit into your weekly plans, some things are bi-weekly, once a month, once a quarter or once per year.

These activities need to be captured in a monthly and yearly plan.

How to create a monthly and yearly plan
First get your weekly plan and see if any of the activities on it should be changed to just a few times/month.
Next list everything you do every month, ever year; one example could be your finances.

Make a list of everything you can come up with.

The split that list into different types;
Monthly activities, Quarterly, Half year, Yearly activities.

Once you have these lists start making your monthly and weekly plan.
When during the month should you do specific things, when during the year do other things need to be done and so on.

How to use this together with your other plans
Now that you have a weekly plan, a monthly plan and a yearly plan you should every morning get your calendar out and take everything from your plans and put into it.

Once you have you should go through the list and prioritize it using the ABCDE-Method.

Once that is done you just need to start with you A-1 task.


Related posts:

  1. The 8 Step Guide to Creating a Good Weekly Plan
  2. Your To-do List Needs to be Shortened
  3. The Most Important Time Management Skill – Planning by the Week
  4. The Time Management Expert Course Will Be Opening in 1 Week! – Wednesday the 12th of Oktober
  5. How to Become Efficient by Using the 80/20 Rule
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6 Responses to How to Improve Time Management by Using Monthly and Yearly plans

  1. Graham Lutz says:

    I’ve found that starting with my biggest goals and reverse engineering the steps works for me.

    You can start with your big dream and break it down to what needs to be done on a daily basis to get yourself there.

  2. dehlia says:

    I like seeing the big picture sometimes – and making monthly and yearly plans really helps me see at a glance, what my most important projects are, and what my daily and weekly to-do lists should consist of.

    • Daniel M. Wood says:

      Hey Dehlia,

      Welcome back!
      It is great using the combination weekly, montly and yearly plans. It makes getting an overview a lot easier.

  3. Hey Daniel,
    I think that you make a good point about having a complete integrated system that accommodates tasks that require daily attention and other’s that are equally important but don’t necessary require daily action or even daily awareness. If these infrequent tasks aren’t on the radar screen you will go about your busy day working your daily schedule and overlook critical but infrequent activities that must be addressed and attended to.

    • Daniel M. Wood says:

      Hey Riley,

      I think you just made my point better than I did.
      I’ll be sending you an email today by the way with some very interesting news :)

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