/ / Three Forward Planning Printables to Add to Your Planner

Three Forward Planning Printables to Add to Your Planner

While I was making my list of what printables to make for the Coastal Dreams collection, I discovered a problem. There are too many I want to share to give them each their own post. So, I decided the best course of action was to combine them into groups and share them that way.

Today’s group is what I’m calling the forward planning printables. They include a yearly overview, yearly planner, and special dates log. Each one is separate, so you can choose which ones will work for you.

The forward planning printables are wonderful for getting a snapshot of what’s going on for you this year.

Forward planning printables are a great addition to your planner. They allow you to see what's going on in your year, without having to plan too many details right away.
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The forward planning printables in this post are all focused on planning for the whole year. They allow you to see your important events, tasks, and dates at a glance and allow to get them out of your head and on to paper.

The Benefits of Forward Planning

When it comes to planning, having different stages to your system is always a good thing. Forward planning gives you the opportunity to get your important event tasks down on paper so you can plan for them accordingly.

Think of the items you include in your forward planning as your big rocks. These are the important items that you’ll plan your year around, such as birthdays, vacations, exams, school breaks, etc..

If you’re not familiar with the Pickle Jar Theory, this post over on A List Apart does a great job of explaining it.

By getting them out of your head and onto paper you no longer have to try to remember them all. When it comes times to plan out your month, you’ll have the priority items already listed out for you.

Some suggestions for what to include in your forward planning are:

  • birthdays
  • anniversaries
  • doctor’s appointments like yearly exams or a reminder to book them
  • dental appointments or reminders to book them
  • home maintenance tasks
  • organizing projects
  • vacations
  • school breaks and no school days
  • work deadlines
  • project deadlines
  • big goals or major milestones you want to reach in your goals
  • routine monthly tasks that you know you need to make time for

Chances are you probably already forward plan quite a bit. I know many people just use their monthly calendars for that. The forward planning printables I’m sharing today are meant to help supplement your system, not replace it.

I put together a list of my favourite planner supplies! If you’d like to check them out just click right here.

The Forward Planning Printables

As I mentioned above, there are three different printables in this post. There is a yearly overview, a yearly planner, and a special dates log.

You can use all three together or choose the one/s that fit your needs best. Let’s take a closer look at each one.

Yearly Planner Printable

The yearly planner printable is a simple printable designed to help give you a snapshot of what your year looks like.

The main part of this planner page is the dated grid. Here you can block off vacation time, school breaks, and other chunks of time.

I like to use different colour highlighters to mark different things such as birthdays, holidays, no school days, and vacations.

You could also use the dated grid as a year-long tracker. Whether you’re tracking a habit, your mood, or something else.

The bottom two sections offer room for writing down important dates, your top three goals or priorities for the year and a small notes section.

In addition to the planner page, the file also comes with a lined notes pages. You can print the two pages back to back and use the extra note area for more planning if you need it.

Plan ahead for the whole with theyearly planner. Features a date grid for planning holidays, marking special dates, or tracking a habit all year long. There is room to mark special dates, set your top three goals for the year, and make notes. Prints in landscape on letter size paper.

The full-size version is in landscape orientation. This layout made it easier to create the dated grid so that it wasn’t too small and hard to read.

The half-size version is a two-page layout because I couldn’t fit the dated grid on the pages any other way.

Plan ahead for the whole with the half-size yearly planner. Use the date grid to plan holidays, mark special dates, or as a year-long tracker. There is room to mark special dates, set your top three goals for the year, and make notes. Fits most A5 planners and mini binders.

Yearly Overview

The yearly overview was designed as a way to plan your big tasks and events month by month.

It features one space per month with room to note your top three priorities for the month. As well as a space for noting other tasks and events you need to remember or writing notes and reminders to yourself.

You could also use the yearly overview as a goal planner. Put your top three monthly goals in the priorities box and use the notes section of each month for the details or steps you need to take to reach those goals.

Create a snapshot of important events, tasks, and goals for the whole year with this Yearly Overview printable. Prints on letter size paper.

Both the full and half-size versions of these printables are two pages each and come with notes pages that are designed to print on the back of the overview. This way, when you have them open in your planner you can see the whole year in a two-page spread.

The notes pages also give you room to write reminders, brainstorm ideas, or add some additional notes and tasks to each month.

If you would rather not have the notes pages, simply print pages 2-3 of the full-size version and page 1 of the half-size.

Plan ahead and write down important tasks, goals, and notes for each month of the year with this half-size yearly overview printable. Fits most A5 planners and mini biners.

Special Dates

The special dates log is a printable that was designed to give you a space to note special dates each month. There is a space for each month with a lined area under the title that you can write the day and description of why it is important.

Store your important dates, birthdays, and anniversaries on this handy Special Date printables. Prints in letter size.

The full-size version is a single page and the half-size is a two-page spread. Unlike the other printables in this post, I opted to leave the notes pages out of these ones.

Keep track of important dates on this half-size special dates printable. Fits most A5 planners and mini binders.

Other Printables You Might Like

All the printables in this post were designed for the Coastal Dreams Collection and match the dated 2020 calendars. If you haven’t had a chance to check those out and grab a copy for yourself, you can check them out by clicking the image below.

In addition to the calendars, I’ve also included a few other printables you might find handy for your planner.

All the dated 2020 calendars can be found right here in this post.
The vertical week on two pages layout is a popular layout for planners. Check out these weekly planner printables to see if they will fit your needs.
Never end another month wondering where the time went. Set realistic expectations for your month with the monthly planning printables.

I’m working on more planner printables in the Coastal Dreams collections. Daily planners, special dates, and more are on there way. They’ll be up on the blog in time for the new year, I hope you’ll come back to check them out.

I’d Love to Hear Your Thoughts

What do you think of these forward planning printables? Are they something you can see yourself making use of? What would you change about them?

Drop me a line in the comments below and let me know your thoughts.

And remember, if you share a picture on social media, I’d love to see it. Be sure to tag me or use the hashtag #scatteredsquirrelprintables and I’ll make sure to hop over and check it out.

If you enjoyed this post I’d love it if you’d consider pinning it. I have three pin options to choose from below.

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5 Comments

  1. Hi Alli
    I want to give you a big hug right now… I just found your.. You have done an amazing job putting all of this together. You have no idea, how much this is going to help us in both our daily life and with our businesses.. It will make things so much easier and fun… I would like to plan the new year using these pages. When you have time could you look at the link for the “Yearly Planner”, full-size, as the link doesn´t work.. THANK YOU, THANK YOU, THANK YOU for all your great work.
    Happy New Year and best wishes from Denmark
    Anne

    1. ScatteredSquirrel says:

      Hi Anne, I’m so glad you found my site and that you’ve found some printables that will be useful for you in both business and personal. Thank you so much for letting me know about the link, it’s all fixed and working now. I’m so sorry about that.

      1. Thank you so much.. I will be putting it to good use….. 😉
        Anne

  2. Debby Brady says:

    Hi Alli! I wanted to tell you how much I love your printables!! They are awesome!! Thank you so much for sharing your talents. I have used them alot. I recently discovered the disc system of planners & fell in love with the look & convenience of them. I noticed you posed a pic this morning on FB & see you too might be using them. The problem I’m having with your printables is how do you get the holes punched on your pages with out going into the planning area? Am I doing something wrong? Again thank you so much!!

    1. ScatteredSquirrel says:

      Hi Debby, I love using disc systems for planning. When it comes to punching the printables for use with discs it shouldn’t go too far into the printable but it might go in a little. I leave a half-inch border on all sides of the printables especially for space for punching. Would you mind sharing what punch you’re using? I know some of the disc punches have different depths.

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