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Planning for Success Workbook - A4 Canva Template and Printable PDF

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This workbook will help you use the start of a month to plan for the rest of the quarter by guiding you through this process:

  1. Review goals: Take some time to review the goals for the quarter/year so far. What progress has been made? What still needs to be done?
  2. Set new goals: Based on the review, set some new goals for the rest of the year. Make sure they are specific and achievable within the timeframe left.
  3. Break down goals: Once the last quarter goals are in place, break them down into actionable steps. What’s needed to achieve each goal? What resources are required? Who needs to be involve?
  4. Create a timeline: Use a calendar or project management tool to create a timeline for the goals. Assign deadlines to each step, and make sure there’s enough time to complete everything on the list.
  5. Get organized: Use the start of the month to get organized for the rest of the quarter.

Technical Details

Week Starts: N/A

Page Size: A4 (210 x 297 mm)

Page Count: 3 page (2 sheet for printing)

Margin for Hole Punch: Both sides

Ink Usage: Full Colour

Supplied as: Canva Template Link and High Quality PDF

How it works:

  1. Complete your purchase.
  2. After you've completed the purchase you'll be able to download the .txt file containing the link to the template.
  3. Open the link to the in your browser and it will take you to the Canva template page.
  4. Click the 'Use Template' button to copy it to your Canva account
  5. Start planning for success!
You will get the following files:
  • PDF (3MB)
  • TXT (1KB)