Business Planning

Weekly Blog Planner

Outline a week of blog posts in this handy planner.

Inventory Tracking

Keep track of your inventory in one handy location.

Blog Brainstorming

Use this list to dig into some new blog ideas.

Concept Planning Weekly

Give your content some direction with this concept planning worksheet.  Work out the theme for every week of the year for easy reference.

Event Planner

Plan your next workshop or training session with this handy planner.

Client Referrals

Give credit where credit is due.  Keep track of your clients' referrals to your business.

This Week's Goals

Whether you are following Money Saving Mom's 10 Goals for the week, or you just want to set goals for your week in the areas of  Family/Marriage/Parenting, Personal, and Business, this list can be a worksheet for crossing things off.

Daily, Weekly, Monthly Schedule

Use this page as a worksheet to plot out a regular schedule for the types of work you must do daily, weekly, and monthly.

Daily, Weekly, Monthly Tasks

Even regular tasks are sometimes tricky to remember. Jot them down here and always know what needs to be accomplished daily, weekly, and monthly.

Finding a Career Worksheet

Use this worksheet to determine what career your interests and experiences might lead you to.

Seminar Notes

When sitting in a seminar, course, or workshop, guarantee that you won't forget the information that you are learning.  Take notes here and access them whenever you need them.

Goals & Achievements

Ever feel like your tires are spinning but you're not getting anywhere? Write down just what you want to push yourself to do during a week and then be sure to record your accomplishments.

Inventory Comparison Shopping

Record location and price from up to 3 distributors or stores for each item of business.

Newsletter Signup

Have newsletter prospects sign up on the spot at your conference or event.

Presentation Outline

When presenting at a seminar or workshop, it can be a challenge to keep your talking points in order and keep track of the timing of your handouts/resources. Lay it all out here before you deliver your presentation.

Promotion Tracker

Record and track the promotions that you run.

Step-by-Step Instructions

Teaching children to do certain household tasks can be easy when you create step-by-step instructions.  Simply create the steps and then send your child off with your tablet or smartphone to follow them as he/she learns to do laundry, wash dishes, make a recipe, etc.

Trip Quick List

Keep all the details of a trip in one handy place (flight, rental car, hotel, contact names, etc).

Blog Contributors

Schedule guest contributors on your blog or website.

Meeting Agenda

List the Who, What, When, and Where of your next meeting.  Keep track of important points, resources, and notes so you don’t forget or lose important information.

Social Media Rule of 5

Keep track of your goals and experiences using social media. Use this page as a guide to help you accomplish those networking goals.

Gift Certificate Tracker

If you have a gift certificate for your business or company and you need to track output.

Advertising Tracker

Keep a record of every place that you use paid or free advertising. In the long run, it will help you decide where to concentrate your efforts.

Brainstorm

A place to jot your ideas so you don't lose out on your next big thing.

Expenses Worksheet

Keep track of your expenses by assigning them to a fund. Use this list to work out the amount to put in the fund each pay period to cover those expenses.

A Month of Blog Topics

Plot out a month’s worth of blog topics on one page. Coordinate posts with holidays, current events, and vacations.

Editorial Calendar Year at a Glance

Plan out your topics for each month with an editorial calendar.

Mileage Log

Be prepared at tax time with a record of deductible driving miles for your business. Jot your details on the fly (not while you're driving, though).

Networking Notes

Can’t remember who said what or which person gave you that great idea for a partnership? This is the place to record the details of the people that you connected with at an event.

Blog Post Planner

Use this page to jot notes about future postings. Take it anywhere with you and then post it to your blog when you get the chance.

Weekly Blog Planner

Outline a week of blog posts in this handy planner.

Inventory Tracking

Keep track of your inventory in one handy location.

Home Office Expense Worksheet

Got a home office? This page will help you quickly figure out your home office deduction.

Blog Brainstorming

Use this list to dig into some new blog ideas.

Concept Planning Weekly

Give your content some direction with this concept planning worksheet.  Work out the theme for every week of the year for easy reference.

Client Referrals

Give credit where credit is due.  Keep track of your clients' referrals to your business.

Daily, Weekly, Monthly Schedule

Use this page as a worksheet to plot out a regular schedule for the types of work you must do daily, weekly, and monthly.

Daily, Weekly, Monthly Tasks

Even regular tasks are sometimes tricky to remember. Jot them down here and always know what needs to be accomplished daily, weekly, and monthly.

Editorial Calendar Jan - Jun

Add more details to your editorial calendar on this page. Use this page to work out your materials for the first half of the year.

Editorial Calendar Jul - Dec

Add more details to your editorial calendar on this page. Use this page to work out your materials for the second half of the year.

Goals & Achievements

Ever feel like your tires are spinning but you're not getting anywhere? Write down just what you want to push yourself to do during a week and then be sure to record your accomplishments.

Inventory Comparison Shopping

Record location and price from up to 3 distributors or stores for each item of business.

Newsletter Ideas

It is usually easier to see a newsletter laid out before you begin to create the final copy. Use this page as a preliminary worksheet.

Newsletter Lineup

Keeping track of your ideas for upcoming newsletters with this will help simplify the process. List themes, jot details, plan for days, weeks, or months to come.

Newsletter Signup

Have newsletter prospects sign up on the spot at your conference or event.

Online Auction Listings Buy

A Wish List for items you'd like to purchase through an online auction webiste.

Online Auction Listings Sell

Use this page to help you get your items for sale on an online auction. Instead of scratching information about your lots on a piece of scratch paper, use this form and put it in a binder for your records.

Presentation Outline

When presenting at a seminar or workshop, it can be a challenge to keep your talking points in order and keep track of the timing of your handouts/resources. Lay it all out here before you deliver your presentation.

Promotion Tracker

Record and track the promotions that you run.

Prospective Client Info

Record the info that would be beneficial for you to know about prospective clients. There is even a space to record his/her spouse's name, how many children he/she has, or even that his/her favorite sport is squash.

Social Media Planner

Plan your social media campaigns with this useful planning page.

Social Networking Log

Social networks should be a vital part of promoting your business. They also make offer tremendous support. Use this page to help stay focused on the task at hand.

Supply Comparison Shopping

In small business, expenses can range widely depending on many factors. This page makes a great place to collect valuable information on pricing and quantity.

Step-by-Step Instructions

Teaching children to do certain household tasks can be easy when you create step-by-step instructions.  Simply create the steps and then send your child off with your tablet or smartphone to follow them as he/she learns to do laundry, wash dishes, make a recipe, etc.

Website Contents Worksheet

Whether creating a new site or inventorying an existing site, this page can help see it all laid before you.

Trip Quick List

Keep all the details of a trip in one handy place (flight, rental car, hotel, contact names, etc).

Meeting Agenda

List the Who, What, When, and Where of your next meeting.  Keep track of important points, resources, and notes so you don’t forget or lose important information.

PayPal Report

For those who are paid by Paypal, keep track on this page of your monthly sales and fees and track your business' trends and growth.

Social Media Rule of 5

Keep track of your goals and experiences using social media. Use this page as a guide to help you accomplish those networking goals.

Social Media Tracker

Track your interactions and campaigns to gauge your successes.

Timesheet Hourly

Keep track of your employee or freelancer's hours worked on a project with this handy sheet.

Timesheet Weekly

Keep track of your employee or freelancer's hours worked in a week's time with this handy sheet.

Trade Show Planner

If a trade, craft, or women's show is in the future, be sure to use this page to help you to create a schedule/to do list to get it all done.

Weekly Priorities & To Dos

Though there may be a hundred things on your to do list, some are simply more important than others.

Gift Certificate Tracker

If you have a gift certificate for your business or company and you need to track output.

Advertising Tracker

Keep a record of every place that you use paid or free advertising. In the long run, it will help you decide where to concentrate your efforts.

Expenses Worksheet

Keep track of your expenses by assigning them to a fund. Use this list to work out the amount to put in the fund each pay period to cover those expenses.

A Month of Blog Topics

Plot out a month’s worth of blog topics on one page. Coordinate posts with holidays, current events, and vacations.

Editorial Calendar Year at a Glance

Plan out your topics for each month with an editorial calendar.

Mileage Log

Be prepared at tax time with a record of deductible driving miles for your business. Jot your details on the fly (not while you're driving, though).

Networking Notes

Can’t remember who said what or which person gave you that great idea for a partnership? This is the place to record the details of the people that you connected with at an event.

Blog Post Planner

Use this page to jot notes about future postings. Take it anywhere with you and then post it to your blog when you get the chance.

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