Monthly Planner Template
Plan out your day, week, or month in a visual manner.
What is a monthly planner?
A monthly planner is a visual planning tool that allows you to add tasks and events to a monthly calendar, with the goal of properly spacing out your time throughout the month and ensuring tasks are completed in a timely fashion. It can be used by businesses, as an academic planner, an individual to plan out their month, or by teams with input from multiple team members to plan out tasks for a given project. You can use a template like Miro’s online calendar planner, a desktop/mobile app like Google Calendar, or Microsoft Outlook to loop in teammates, who can view and edit events from their iPhone, Android, or laptop.
3 benefits of using an online calendar for monthly planning
An online monthly planner has several advantages over a traditional one: it’s more collaborative, more visual, and easier to use.
1. Make your schedule visually come to life
Miro’s online monthly planner allows you to upload images like company logos and icons to go with the tasks you create. This makes your monthly planning more engaging, and allows you to visualize your tasks more easily at-a-glance from the calendar view.
2. Loop in other team members
A custom planner allows you to tag team members on certain tasks, assign them tasks, or ask for notes with ease. Give everyone on your team access to the planner, so you can get a high-level overview of what everyone’s doing, due dates, and necessary resources.
3. Leave sticky notes and comments
Using an online planner not only lets you assign out tasks, but also get feedback and update the planner with stickers and comments. This turns the monthly planner into a living, breathing document that evolves as your project evolves.
How to use your online visual monthly planner in 3 steps
Here’s a simple guide on how to use, and get the most out of, your online monthly planner.
1. Choose a template
Choose from a range of templates in Miro’s template gallery: you can use either a weekly or monthly planner. You can also use multiple templates simultaneously to plan out longer periods of time, i.e. a stacking daily planner, weekly planner, and monthly planner.
2. Add events or tasks using sticky notes or texts
With your template chosen, you can then start adding individual tasks, events, or to-do-lists using text blocs or sticky notes. Make sure to tag the right people on these tasks so everyone knows what to do.
3. Add visuals
Company logos and icons, pictures, and more brings some personality and fun to your work. They’re also a great way to quickly identify separate projects in your monthly planner.
Tip: Don't forget to share your online visual Monthly Planner with your team – shared space allows you to collaborate on tasks, arrange meetings and achieve goals together!
How do I organize my calendar?
Start by breaking each individual day into blocks: morning, afternoon, and evening. Make sure to keep the number of events in each block limited, and add sticky notes to flesh out any interrelated tasks or to-do-lists. Also, make sure you give yourself enough time between events, so that you’re not rushing too much to keep your schedule.
What should I put in my calendar?
If you’re a student, then you should add your classes in, time for studying, and doing homework. Fill in personal events around school-related ones. If you’re a professional, then input any meetings, important deadlines, or work-related tasks that you need to complete.
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Executive Summary
Pique their curiosity. Get them excited. Inspire them to keep reading, diving further into your proposal details. That’s what a good executive summary has the power to do—and why it’s a crucial opening statement for business plans, project plans, investment proposals, and more. Use this template to create an executive summary that starts building belief, by answering high-level questions that include: What is your project? What are the goals? How will you bring your skills and resources to the project? And who can expect to benefit?
Status Report
A status report provides a snapshot of how something is going at a given time. You can provide a status report for a project, a team, or a situation, as long as it emphasizes and maps out a project’s chain of events. If you’re a project manager, you can use this report to keep historical records of project timelines. Ideally, any project stakeholder should be able to look at a status report and answer the question, “Where are we, and how did we get here?” Use this template as a starting point to summarize how something is progressing against a projected plan or outcome.
Strategy Diamond
To achieve key objectives, every business assembles a series of strategies. But what elements should you consider when building a strategy? A strategy diamond is a collection of elements forming a coherent business strategy. These elements include: Arenas, Differentiators, Vehicles, Staging, and Economic Logic. Most strategic plans focus on just one or two of these elements, creating gaps that might cause problems for your business later on. A strategy diamond can help you stay focused and ensure you’re fulfilling all of your business’s needs rather than one or two.
Process Map
Process mapping allows you to assess, document, and strategize around any plan or approach your team has put in place. It’s a useful tool for eliminating or preventing blockers. Organized by stages, a process map enables your team to divide up a process or system and record deliverables and action items at each stage of the process. By breaking down the objectives, activities and deliverables at any stage of a project, you can gain insight into whether you are on track or effectively working through a problem.
What's on Your Radar
Do you or your team feel overburdened by tasks? Having trouble focusing on particular problems? What’s on Your Radar is a thought exercise in which you plot ideas according to their importance or relevance. Designers and teams use what’s on your radar to ensure that their ideas are within the scope of a given project. They also rely on the method to assess whether a given solution is likely to solve the problem at hand. But even if you’re not a designer, the method can help assign priorities and ground your ideas in reality.
Gantt Chart
Simplicity, clarity, and power — that’s what make Gantt charts such a popular choice for organizing and displaying a project plan. Built upon a horizontal bar that represents the project progress over time, these charts break down projects by task, allowing the whole team to see the task status, who it’s assigned to, and how long it will take to complete. Gantt charts are also easily shareable among team members and stakeholders, making them great tools for collaboration.