The Business Planner
Are you a business owner? Self-employed or freelancing? Or even have a business idea but don't know where to start? Say hello to your new best friend...
The Business + Self-employed Planner (Undated)
The Business + Self-employed Planner (Undated)
Swipe to checkout your new Business Planner 👉
Daily Planning
Built from our tried-and-tested framework that formed the basis of The Productivity Method as you know it today. These daily planning templates guide you in organising your daily schedule and prioritising your workload in as little as 5 minutes.
Weekly Planning
Having a structured plan for your week allows you to wake up on Monday morning with a clear head and clear priorities. Map out and time-block your weekly schedule in advance to help battle those Sunday scaries.
Monthly Objectives
Setting and tracking clear business goals is essential for growth, but it can be difficult to know if you're focussed on the right things. Use our objective frameworks to guide you in what goals to set, and how to measure your progress.
Yearly Goals
Your yearly goals are the big dreams and milestones for the direction of your business. This framework will help you ensure that everything you want to achieve in the next 12 months is broken down into clear and easy-to-measure targets.
Quarterly Goals
This framework will help you ensure that your quarterly goals are the key milestones that you need to hit in order to ladder up to your bigger yearly goals. It will also guide you in reviewing your progress at key moments throughout the year.
Project Timelines
Mapping out a clear critical path for your projects to ensure timelines and priorities are clear, is essential for getting it done well, and on time! Use this project gantt chart to plan and track progress on big projects.
Income and Outgoings Tracker
Achieving financial confidence and feeling in control of your income and outgoings will steer you closer to your financial goals. Use our simple tracker to easily keep on top of your business finances!
Invoice Tracker
This template contains the structure you need to manage all of your incoming and outgoing invoices. Track when they are due, how many times you’ve chased, and if they have been paid or received, all in one clear place.
Resources List
It’s crucial for your business development to stay up to date with your industry’s trends and updates. Utilise this resource list to log your thoughts and key take-aways on things you have read, seen or listened to.
Brain Dumps
Use this framework to keep track of any thoughts or bright ideas you have at the weekend, on your evening run, or in the shower! This will help you get from thought to fruition in a few simple steps.
Project Ideas
As an entrepreneur you’re probably always bursting with new ideas, but it's counter-productive to try and do everything at once. Use this framework to map out your new ideas to help you assess if and when you should work on them.
Meeting Notes
Having a good record of discussions and decisions, with established and agreed action points, is the key for productivity and fast progress. Our meeting note template will give you a clear structure to follow and ultimately save you a huge amount of time!
You’ve got a million different things going on at once and sometimes it’s hard to know where to focus to make the biggest impact.
Now, we know that being productive as a business owner can be very different to personal day-to-day productivity, and we’re tired of entrepreneurs gatekeeping their secrets to success.
So we wanted to create a planner you’ll actually use to genuinely help you build or grow your business.
One single place where you can plan and track everything you need in order to run your business efficiently, from daily, weekly and monthly planning to business objectives, project plans, finances and much, much more.
What's the difference between the Business Planner and the normal Daily Planner?
Whilst the Business Planner follows the same daily productivity method framework as our viral Daily Planners, there are lots of other differences, here are some of the key ones:
✅ Objective-setting frameworks that are focussed on helping you define clear, effective business goals.
✅ Business performance reviews to ensure you're making the right progress against your goals, and ultimately moving in the right direction.
✅ Worksheets for managing your business finances and invoices to help you stay on top of your money.
✅ Worksheets for project management, helping you get new projects from idea, to plan, to critical path and then fruition.
✅ Loads more helpful, time-saving templates that you'll need on a day-to-day basis as a business owner, from brain dumps to problem solving.
Join 50,000 others living their most productive lives 👏
I’ve always struggling with prioritising my work and general waning productivity levels throughout the day. Using this planner allows me to work around when I need some quick wins vs when I’m ready for deep work. I’ve even had feedback from work that I’ve been more on top of things since using this. It allows me to clear my mind before the work day starts - highly recommend!
July 2023
I am a corporate girlie that lives and dies by my to-do list, but I get overwhelmed when it’s too long and hard to manage. The idea of splitting it out and prioritising was genius enough but putting in a cute, intuitive planner takes the cake. I rave about it to my friends, family, colleagues - I’ve even pulled it out in several 1 to 1s with my manager.
July 2023
I’ve always struggled balancing a busy job, studying and my side hustle, with endless overwhelming to do lists scrawled in notepads & no real structure to my days. Using this planner has not only enabled me to prioritise more effectively, it’s also encouraged me to break down tasks and feel way less overwhelmed, whilst being more efficient!
July 2023
Why we created The Productivity Method
Quite simply, we got fed up with planners that ask us how many sh**s we've had a day while not actually helping us to improve our productivity… so we set out to make productivity tools that *actually*, *genuinely* work!
Whether you’re juggling multiple projects, wanting to start a small business, or revising for your uni exams - our methods for managing your tasks and getting the most out of your time work for everyone.
Frequently asked questions
I’m a freelancer / self-employed, will this work for me?
Yep absolutely, it’s made for anyone that’s a business owner in any sense of the word - whether you’re side-hustling, freelancing, or a running a full scale company - it was important to us that this was just as beneficial to all business owners, regardless of industry, size, or business age. Grace is self-employed as well as a business owner so we know what you need!
The planner is really just everything Grace wishes she had when she was starting out as self-employed, rather than reading all the business books and not even knowing which metrics to track!
Will this help me start a new business?
Yes, it will do! It’s not going to hold your hand and start your business for you, but it WILL give you everything you need to set goals, manage projects, keep on top of finances and plan your week and day to day effectively - the stuff that usually takes new business owners a while to grasp.
Maybe more importantly though, the main reason people with a business idea haven’t started yet is that they don't have the time, don’t know where to start etc. - this will give you the time, structure and headspace to actually just get started, which is the most important step!
Are the daily planning pages the same as in the original daily planners?
The daily planning pages still have our original productivity method framework - quick ticks, tasks, projects, non-negotiables and your daily schedule for time-blocking! I’ve just perfected them with prioritisation keys too, and we’ve rebranded so they’re so prettyyyy.
Why is it more expensive than the original daily planners?
There are about 100 2/3rds more pages in the Business Planner compared to the daily planner and therefore is more expensive to make, however it’s not only about cost of development - I’ll always price my products based on value, and essentially this planner provides a huge amount of additional productivity frameworks that will help you scale your business, that our regular Daily Planners don’t have!
A lot of the stuff in here is stuff I do every single day, week, quarter, year for my business which has taken me 7 years to learn, in workbook format. I personally think it’s very well priced for what it is, especially giving away hard earned techniques for all planning, tracking and goal setting which I think any business would agree is not easy to accumulate or perfect.
What extra worksheets and templates does it have compared to the Daily Planners?
- Yearly, quarterly and monthly business objectives frameworks - based on OKRs, you just need to fill it in so it’s really meant to take the guesswork out of what you should be doing for your business every year/month/week
- Project timelines gantt chart
- Income and outgoings tracker
- Invoice tracker
- Resources list
- Brain dumps
- Project ideas framework
- Problems for future me framework
- Meeting notes templates