Wealth and Wisdom

Planning Sheets

I developed these planning sheets for my own personal use. They were pretty crude when I started but I’ve fine tuned them to fit my purposes:

• One concise tool to help with my weekly and daily planning.
• Be in an easily used and revised format. For me that is MS Excel.
• Paper format since electronic planning doesn’t work well for me.
• Address all the key areas of my life so I can maintain balance and progress in all areas.
• Be flexible.
• Easy to print out on 8 1/2 x 11 paper and fit in my planner (I use a Franklin Covey Classic size).

Feel free to use them. Feel free to modify them to fit your individual needs. Please don’t remove the shout out to Wealth and Wisdom. Feel free to forward to your friends…In other words, I’m pretty much giving this out freely!

Wealth and Wisdom Weekly Planning Sheet

Directions to use

1. Download the file.
2. Open in MS Excel or OpenOffice Calc.
3. Modify to fit your needs. At a minimum I recommend you change BLEE, WaW, and E2.0 to your company name…
4. Print
5. Fold each page in half so the writing is on the outside. You could go through the hassle of two sided printing but it would require cutting the pages each week. I figured this was a massive waste of time not to mention a major pain…
6. Hole punch each page so they transition smoothly from your weekly plan, Monday, Tuesday, etc…

Let me know what you thing. Send me revised copies and I’ll add them to this site (and give full credit to you).

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