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How to Make a Daily Work Plan

WORK PLAN TEMPLATE

Planning our personal lives is always helpful, but what about planning in the workplace? I have found that creating a monthly, weekly and daily work plan has helped me remain focused and more productive. So let’s jump into how to make a daily work plan that will work for you!

CREATE A LIST OF CONSISTENT TASKS

I started to do this to get me back on track each day and it’s been a gem! The very first thing I do is create a list of consistent tasks that I know always happen monthly, weekly and daily. This has helped me a ton because let’s face it, things always come up! We rarely have a consistent day without any “new” tasks. Having this list will help you with staying on top of consistent tasks you must do. Avoiding getting thrown off and distracted by the changes.

DAILY PLANNING 

A system that has been working well for me is selecting the “Top 3” tasks I must complete that day. List them in order of priority and get to work. This drives your day and keeps you accountable. All while helping with your overall plan for the day.

Once you have your top three tasks, break it down even further. List out all the tasks you will need to do in order to achieve your “Top 3”. Next, you can list all other daily tasks that are consistent. You can also break up all your tasks into a “must do” category and a “should do” category. That way, you know where all your attention needs to be and avoid wasting time.

Need help creating an action plan? Learn more about that here! 

FREE DAILY WORKLIST TEMPLATE

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If you want to give this system a try, I’ve created a daily sheet that follows the system described above. There are two versions. One for those who prefer an hourly schedule and those who do not. If you’d like to try this printable out, sign up below!



Having a system for your weekly and monthly planning also factors into how well your daily workday goes. Let’s go over some of what has helped me in that area as well.

WEEKLY WORK PLAN

When it comes to setting my plan for the week I like to review my filled in monthly calendar and then allocate tasks that are going to allow me to complete deadlines. I also add in any meetings that may be happening that week.

MONTHLY WORK PLAN

Now, let’s dive into monthly planning. The first thing I do is create a master list for the month. All the tasks I want to accomplish for that month are listed there. I can then look at my monthly calendar and decided when I will begin working on those tasks. And I can now set some deadlines for myself.

Most of us know when projects are due so you should also immediately place those deadlines on your monthly calendar. Then, take a look at your list of consistent tasks and place the monthly tasks on a date that fits your schedule. For example, running monthly reports or monthly newsletters.  You also want to block out time for meetings or any consistent appointments you have monthly in the workplace.

QUICK PLANNING TIPS:

  • Don’t add in too many tasks, be realistic with your time and schedule.
  • Leave some room for unexpected tasks and/or events.
  • Allocate a day to plan like Monday or Friday mornings.
  • Write everything down immediately! Otherwise, you will forget. 

Thank for reading!

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SOME OF MY FAVORITE PLANNERS FOR WORK

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