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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 living with chronic illness 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 and it changed my life for the better. Not only how I view myself but how I handle relationships with others (buy it on Amazon*, Barnes & Noble* or try it for free on audio with an Audible trial*). 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 an updated picture of how I use this template. I color coded the roles/categories and added a line for total amount of time spent in each role to help me see how my time is actually spent in a week. I also think it’s important to reflect back on what went right in my day so I added a daily gratitude & small victories section at the bottom.
Each color describes a different role that I have as Chef, CEO of our household, Mom/Wife, Blogger and me personally. You can certainly add more colors and roles but I find these 5 are my main roles/categories of how my time is divided.
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.
I copy the specific weekly goal into the Today’s Top 5 Tasks section for which days I plan to get my goals accomplished. If you’re tracking your time spent in various categories like I am, you can also copy the task into the respective hourly schedule boxes to show how long various tasks take.
You can print a copy to put in a prominent place and mark off completed tasks as you go. If a task doesn’t get done, simply copy the color-coded task to the next week’s schedule in your Google doc or Excel file when planning out the next week. You can even put links in the online file to the recipes and other info you may need so it’s easy to find.
Having the file in Google docs allows you to share the file with others. They don’t need to ask what we do all day…we can show them! Others can also add tasks that 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. He’s read The 7 Habits of Highly Effective Teens* so he knows where this is coming from (and if you have a teen, I highly recommend they read it too).
Listen to the 7 Habits Audiobook with a Free Audible Trial
I really enjoy listening to audiobooks on a long commute, while I’m doing more mundane tasks around the house or office or when I exercise. It helps me feel more productive to accomplish my goals. You can try a Free 30-Day Trial of Audible and Get 2 Free Audiobooks* so what have you got to lose? Give the 7 Habits of Highly Effective People* or the 7 Habits of Highly Effective Teens* a listen and see how it can help you or your teen achieve your goals!
Download your Free 7 Habits Planner Printable Here
I enjoyed creating this homemade planning tool for you. Think it will help you?
If you like this planner, feel free to download a clean version to your computer so you can customize your own planner. Please save a copy of the file you want to your computer, I cannot grant you access to the original file.
Looking for more planner and organizing printables for your blog and home? Check out my other free resources:
I love collecting planning tools on my Planning and Organizing Pinterest board. Find inspiration 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!