Resources · Spreadsheet

Ideal Month Spreadsheet

A calendar can fill up with everybody else’s priorities before you make room for your own.

This free Ideal Month Spreadsheet uses a four-week cycle to help you see what a good month could look like across your firm and your life.

Plan the month you want to repeat

  1. Start with the personal commitments you want to protect: family, health, time away, and whatever makes life better for you.
  2. Add the recurring work your firm needs, including time to lead your team and work on the business.
  3. Check whether it all fits. If it does not, decide what needs to move, change hands, or come off the calendar.

Use it as a starting point, then adjust it to your actual responsibilities. If you are unsure where your time goes now, complete the two-week Time Audit first.

Free

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