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.