Free Weekly Planner Printable Based on 7 Habits of Highly Effective People Book

August 28, 2013 Blogging Tips, Family 43

At the beginning of every school year, I analyze my current organizational system. I scour store aisles, apps and internet looking for the perfect planner to help me organize mine and my family’s busy schedule.  I’ve spent countless dollars on what I thought was the perfect system and I’ve tried a lot of them. However, nothing worked quite right, planners were never quite flexible enough to take into account my kids unpredictable needs, my physical capabilities and energy or my underestimation of how long a task is really going to take.

That is, until I read The 7 Habits of Highly Effective People by Stephen Covey. Among the many “aha” moments in the book, there is a template for a planner which is PERFECT to take into account my many roles and my goals associated with each one. So I created a color-coded template in Google docs and customized it for my needs.

Here’s a picture of part of my template, there are more color coded roles on the bottom underneath the After Hours (aka after my bosses – the kids – are in bed).

cropped planner template

Google Doc version
PDF version

Each color describes a different role that I have as mom, CEO of our household, wife and me personally. In the first column are each of my roles, which are: Chef, Educator, Physical Trainer, Housekeeper/Organizer, Accountant (household finances including budgeting, expense tracking and coupon organizing), Personal Shopper, Event Planner, Blogger, Wife and Individual.

In the second column are my weekly goals for each of the roles. Since this is my template, I put all my goals for each of the categories and then copy the weekly goals into each week’s schedule.

In the Monday-Sunday priorities section, I copy the specific weekly goal in the order of which they need to be done. As you can see, if I need to set the slow cooker for dinner it is earlier in the day’s priority.  This helps make sure I don’t forget!

In the Monday – Sunday appointments/commitments section will be the appointments we have for the week.

I print one copy to hang in the kitchen and mark off my completed tasks as I go. If it doesn’t get done, I just copy the color-coded task to the next week’s schedule in my Google doc file when I am planning out the next week.  I even put links in the online file to the online recipe, both so I can find it and then so I can share the link with you in my Small Victories Sunday post!

Having the file in Google docs allows me to share the file with Superhubby, who doesn’t need to ask what I do all day…I can show him! He can also add tasks he needs to be done. I also have a template for my oldest son, who’s roles include Student, Athlete, Family Member and Individual and the goals we discussed together for him.

I am enjoying this homemade planning tool so far.  Think it will help you? Feel free to download the 7 Habits Weekly Planner – Clean template pdf version here.

What is your preferred planning tool? What roles do you play in your household? What are some of your goals you’ve been wanting to accomplish? I hope this tool helps you, let me know if there are any items you think I should add/adjust. I’d love to hear your feedback! 

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Tanya M

43 Responses to “Free Weekly Planner Printable Based on 7 Habits of Highly Effective People Book”

    • Tanya M

      You’re welcome Aysh, I hope it helps you if you decide to use it. I am a chronic list maker so it helps me to see everything in one place!

  1. Heather

    Coming from the Sits Girls Share Fest. I too, have had the problem of finding the perfect planner for my many roles. Thanks for the share. You can find me at justaskheather.com

    • Tanya M

      You’re welcome Dawn. Hope it helps you. It really helps me get more organized and stay focused on what I am supposed to be doing.

  2. Sarah Day

    This is a really interesting take on organization – I’ve never thought of it in terms of roles I serve. I always struggle to decide whether I need to have a list for each “role” or whether to just keep one to-do list.
    Sarah Day recently posted..Immutable laws of houseworkMy Profile

    • Tanya M

      Thanks Ginger! I had some people ask for the Google doc version so I wanted to figure out how to share it. Its helped me, hope it helps others too!

  3. Rane dae

    I really like this. It is reminiscent of another system I liked but can not recall the name. It also utilized a week at a glance with the page broken into 3rds. The top was the roles for listing goals, the middle section was tasks and the bottom was appointments. The days of the week were in columns like this, too. I think I readily track things horizontally. I’ve tried vertical layouts and I just don’t gel with it. Is this doc available other than as a pdf? As a pdf, it prints with teeny tiny spaces. Not so good for my writing!

  4. Crystal

    Hehe, I like the idea of having something for hubby to see to know what you’ve been doing all day! Time to get myself back to September organisation mode once again, great inspiration, thanks.

    • Tanya M

      Thanks Stephanie, glad you find it useful. I feel like mom and wife duties take over and “mom” implies so much more.

  5. Misty

    I need to figure how to set up some sort of organization for myself. I just ordered a Filofax so I am hoping that helps.

    • Tanya M

      Thanks Heather. I hope it’s useful, the simple term “housewife” or “mom” certainly doesn’t do the job justice. I appreciate the support of your comment.

  6. Tammy Doiel

    I am going to subscribe to get the google doc template–this is what I was looking for not a printable one per say, but one I can keep changing and looking on the computer at it. Thanks!

      • Tanya M

        Thanks for subscribing Cassie, I updated the blog post so now you can download the Google Doc version on the link under the picture. Hope this helps!

  7. The Dose of Reality

    I have my own version of this. I use my outlook calendar and have different people and events color coded for each family member, chores, school events, volunteering, home stuff, the pets, etc. Because it’s hooked up with my smart phone, I always have it with me. (Before the computer, I did the same sort of thing with a regular date book and colored pencils) I don’t know how anyone stays organized without a system like this!! –Lisa
    The Dose of Reality recently posted..The Family Who Runs Together Capri Suns TogetherMy Profile

    • Tanya M

      I used to love Outlook when I worked but we don’t have it on our Macs yet. I didn’t know you could access Outlook on your phone. Do you have an iphone or Droid? We have Droids and a Cozi app for my online family color coded calendar, I love it but it’s so tempremental and it’s all dependent on the quality of connection at the moment. Inevitably, when I am in the dentist, doctor or orthodontist office trying to access Cozi to make an appointment, it will not connect.

      There are so many tasks to accomplish, color-coding really helps me keep a balance of what I do during the week. I love that you used to use colored pencils to achieve the same color coding in a paper planner. Thanks for sharing your organizational tips with me, Lisa. I love hearing about what works for other people.

    • Tanya M

      Thanks Tanya, it’s helped me get all those ideas in my head on to one piece of paper for the week. Especially since I’ve been trying to cook more and shuttling kids to their appointments, sports and church, I always feel like I’m going to forget something!

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