A complete, printable planner designed to help you master your projects, finances, marketing, and long-term business goals.
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Set a clear vision for your year and break it down into actionable quarterly goals, from financial targets to skill development.
Monitor your business health with monthly income and expense trackers, culminating in a simple profit/loss summary.
Manage projects from kickoff to completion with dedicated forms for briefs, deliverables, and task tracking.
Keep all client information and potential new business organized in one place with a simple CRM-style directory and lead tracker.
Plan your weeks with time-blocking schedules and prioritize your daily tasks to maximize focus and output.
Use the planner digitally on your tablet or computer, or print it out for a tangible, hands-on planning experience.
When you need professional pdf documents
Establish a solid business foundation from day one.
Example: A new graphic designer uses the Annual Goals and Financial Tracker to set a realistic first-year income target and plan their service pricing.
Optimize workflows and scale the business.
Example: An experienced writer uses the Project Management and Client Directory sections to handle multiple clients efficiently and identify opportunities for upselling.
Organize complex projects with multiple moving parts.
Example: A web developer uses the Project Kickoff form for each new site to ensure all requirements, deliverables, and milestones are documented and agreed upon.
Balance a day job with a growing side hustle.
Example: A consultant uses the Weekly Dashboard to time-block freelance work around their 9-to-5 schedule, ensuring deadlines are met without burnout.
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