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A very simple monthly balance plan

  • Writer: Arta Citko
    Arta Citko
  • Jan 24, 2021
  • 1 min read

Updated: Oct 17

How to set balanced goals? The idea is to set goals in these seven categories, not just one or two.


Here is a method from an awesome book "The Power of Focus" by J. Canfield, M.V. Hansen and L. Hewitt + a simple goal setting template I drew.


My 5-year goals template A4
Planning my balanced goals in the 28-Day Good-Habit Playbook

I was using a balance plan like this every month for more than a year until these categories were ingrained in my brain.


The monthly balance plan has 7 categories:


  1. Financial

  2. Business & career

  3. Health & fitness

  4. Fun time

  5. Personal

  6. Relationships

  7. Contribution

the 7 categories with a few hints
the 7 categories with a few hints

Set at least 1-2 goals that you want to accomplish in the next 30 days in each of these seven categories.


And really, do not do more that 2. At one point I was going crazy with 5-7 goals for each and it just made life less enjoyable.


Do it in your notebook, use my template or just use a blank A4 paper, put it up on a wall as a reminder every morning about what your focus is.


Download the PDF template:


Wishing you smart and motivating goals!


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