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FREE Monthly Checklist: 9 Steps To Organize Your Month

Brittany Kline | Updated March 1, 2024 Printables, Organization

Life can get pretty chaotic, right? It takes work to keep track of everything we need to do. But don't worry, I've got a solution for you - a monthly checklist! It's a game-changer for staying organized and focused on what truly matters.
Monthly Checklist
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A monthly checklist is like your personal assistant. It’s a comprehensive list of tasks, goals, and events that keep you on top of your game.

Whether paying bills, setting new goals, or planning for special events, this simple yet powerful tool ensures that you have everything under control.

Still trying to figure out where to start? No problem!

I’ve got your back with my step-by-step guide to creating the perfect monthly checklist. You can easily use a monthly checklist to conquer the chaos and manage all aspects of life.2q1

Key Takeaways

A printable monthly calendar is an incredibly useful tool for organizing your monthly schedule, to-do list, and all the other things that need to be taken care of regularly.

Here are the main reasons you should fill out a monthly checklist ASAP:

  • Task Management: A monthly checklist helps you keep track of all your commitments, tasks, and deadlines in one place.
  • Efficiency and Productivity: A clear monthly overview lets you plan your time effectively, increase productivity, and achieve your goals efficiently.
  • Reduced Stress: With a monthly checklist, you no longer need to store everything in your head, reducing stress and anxiety.
  • Prioritization: Checklist templates help you identify your most important tasks and prioritize tasks accordingly so that you can make significant strides toward your goals.
  • Accountability: A checklist helps you track your progress toward your goals, motivating you to stay committed and follow through.

Monthly Checklist

Creating a monthly checklist doesn’t have to feel overwhelming. It’s a personal and creative process about you and your unique lifestyle and goals.

Whether you’re a seasoned planner or just starting, I’ll show you how to create a personalized monthly to-do list that suits your needs.

So let’s get started!

1. Get A FREE Calendar Printable

Monthly Checklist + Calendar Option 2

A printable monthly task checklist is a convenient tool to help you create and organize your monthly tasks.

I made a free calendar printable to organize and fill in as you wish! To get started, simply download this free printable checklist.

And then simply start adding your to-do’s and monthly tasks.

See the following steps to see how I get it done!

2. Review The Last Month

Taking a moment to look back and review the previous months can make a difference in how you move forward and plan your productivity and events.

By reflecting, we empower ourselves to prioritize effectively for the coming month, keeping us on track toward our long-term objectives.

It helps us see what we’ve accomplished, acknowledge any goals we may have missed, and recognize areas where we can improve.

3. Add In Plans & Upcoming Events

family dinner

A well-organized schedule with clear info and wiggle room is key to successful time management. Stay organized and seize every moment!

Add those important appointments, meetings, and deadlines to your monthly checklist so you don’t feel overwhelmed or miss out on great opportunities.

Plan ahead for doctor’s appointments and school events for your kiddos to help you avoid double bookings and stay on top of your schedule, plus all their activities.

4. Pop In Birthdays & Family Events

Family celebrations and birthdays are important occasions that deserve a spot in your monthly checklist.

Keeping track of the important things in your life is possible with a calendar- no missing out on those special moments with a detailed monthly calendar!

5. Decide New Monthly Goals

It’s so important to set new personal and professional goals every month. It’s all about growth and making progress, right?

First, decide on your new monthly goals. Then, break them down into smaller, manageable tasks to be done over time.

Make sure to add these tasks to your printable monthly checklist so you can track and prioritize your tasks.

And remember, stay focused and motivated throughout the month as you work towards your long-term objectives. You’ve got this!

6. Add In Monthly Chores/Cleaning

Home Management

Keeping up with regular cleaning and home maintenance tasks is crucial for maintaining a cozy and well-cared-for living space.

By including these tasks in your monthly checklist, you’ll stay on top of various chores and ensure your home is always in great condition.

But don’t forget some other chores- pay bills, save for retirement/emergencies, and more you should do every week. I have chore charts to help with that, too!

7. Don’t Forget Decluttering

Including monthly decluttering tasks in your checklist can help you maintain an organized and clutter-free home and workspace.

Regular decluttering can reduce stress, improve focus, and create a more pleasant living environment.

So, make sure you tackle those piles of clutter and enjoy the benefits of a clean and organized space.

Check out my free decluttering checklist to help say goodbye to things all over your house!

8. Include Spa Days & Family Fun

Remember to schedule both me-time and quality family time in your monthly checklist!

Keeping a healthy work-life balance is so important for overall well-being and happiness. You need time to yourself and time for your family to bond.

Include spa days and family fun activities in your checklist to ensure self-care and nurturing relationships with loved ones.

9. Consider Personal Development Days

Stay at home mom working on her business with her baby in the background

Allocating time for personal growth, learning, and skill development is essential for enhancing your overall well-being.

Including days to discover new hobbies and skills in your monthly checklist allows you to hone in on areas you want to improve and grow.

This can increase confidence, happiness, and success in your personal and professional life.

Suggested Monthly Tasks

Monthly Checklist + Calendar Option 1

Now that we’ve reviewed the important elements to include in your monthly checklist, let’s look at some specific monthly tasks you might want to consider adding to your to-do list on a monthly basis.

Here are some things you might want to include in your monthly to-do list:

Clean Out Purses/Coats

My purses and coat pockets get messy- between me and the girls, a lot of random stuff winds up in them, and they get dirty.

It was a very needed task that I added to my weekly tasks every month to get rid of trash and promote more cleanliness in the stuff we need daily.

Dedicating monthly time to organize your belongings helps maintain a clutter-free and stress-free environment.

Plus, it’s an excellent opportunity to assess the items you use daily and declutter anything you no longer need.

Spa Day

Scheduling a monthly spa day is a fantastic way to prioritize your health and wellness.

Taking time to unwind and practice self-care can significantly reduce stress, improve mental clarity, and enhance overall well-being.

And I get that going to the spa can be expensive; that’s why I do it all myself- you can get face masks, rollers, and more from the store and do a DIY spa day at home.

Plan For Birthdays & Celebrations

birthday

Planning ahead for special occasions like birthdays and celebrations can help reduce stress and ensure you have everything you need to make the event memorable.

You can avoid last-minute panic by including these events in your monthly checklist. Talk to the people involved, plan the details, and have it ready well ahead of time!

Plus, planning for special occasions gives you time to focus on making unforgettable memories with the people you love in the moment.

Flip Mattresses & Keep It Clean

Rotating, flipping, and cleaning your mattresses monthly is essential to maintain healthy beds. And it’s the best way to avoid bumps and lumps over time!

Regularly flipping your mattresses protects them from early damage and ensures a good night’s sleep.

So, remember to include this task in your monthly checklist and enjoy the benefits of a well-maintained mattress.

Movie Madness

Scheduling a monthly movie night with family or friends is a great way to bond and create lasting memories.

Movie nights are a fantastic opportunity for entertainment and relaxation while spending quality time with your loved ones.

So, grab your popcorn and prepare for a night of cinematic adventures!

Wash Walls, Shelvesm & Doors

clean shelves

Cleaning walls, shelves, and doors regularly is crucial for maintaining a fresh and clean living environment.

Dedicating monthly time to clean your walls and doors eliminates dirt, dust, and grime, leading to a more pleasant and inviting home.

Deep Clean Each Room

Allocating monthly time to deep clean one room in your home can help maintain a clean and organized living environment.

Focusing on areas often overlooked, such as baseboards, light fixtures, and ceiling fans, can make your home feel much cleaner and less dusty.

Wellness Wednesday

Dedicating one day each month to your mental and physical health helps create a well-balanced lifestyle.

By including Wellness Wednesday in your monthly checklist, you can ensure that you take the time to care for yourself and nurture all aspects of your well-being.

Date Nights

date night

Monthly checklists are a way to fit in all the things that matter- and that includes your partner and you!

Regular date nights are super important for maintaining a healthy and happy relationship.

Including date nights in your monthly checklist ensures dedicated time to connect with your partner and nurture your relationship.

So, set aside time for romance and create lasting memories with your loved one.

FAQs

How do I make a monthly checklist?

Creating a monthly checklist that suits your needs is simple. Here are the steps to follow:

  1. Download and print my free printable monthly checklist.
  2. Identify the tasks, goals, and events to incorporate into your checklist.
  3. List each item and all important events for maximum efficiency and scheduling time.

Customize your checklist by adding color-coding or other visual cues to highlight important tasks. Review your schedule regularly to stay on track and make necessary adjustments.

You can use monthly checklist apps or your Google/email calendar to manage your tasks.

What things should be on a monthly checklist?

Your monthly checklist should include various tasks, to-do lists, and events relevant to your personal and professional life.

This can include personal tasks, as well, such as:

  • Important deadlines
  • Monthly goals
  • Appointments
  • Cleaning tasks
  • Home maintenance tasks

Customize your to-do list to suit your needs, and remember to review and update it regularly to stay focused on your priorities.

Is Google Calendar a helpful app?

Yes, Google is a helpful app for organizing and tracking your monthly checklist.

It’s a great option if you don’t want to write things by hand with printable monthly checklists.

You can create events, set reminders, and color-code your schedule for easy organization.

How do I prioritize tasks?

To prioritize tasks on your monthly checklist, follow these steps:

  1. Start by identifying the importance and urgency of each task- what needs to get done in what order?
  2. Break down bigger objectives into smaller, more manageable tasks.
  3. Take a moment to consider how one task can impact another and how they all fit together like puzzle pieces.

Effectively organizing and prioritizing your tasks helps keep your focus on the most important things and ensures progress toward your goals.

My Thoughts

Tired mother and daughter with rags and bottles cleaning

My free monthly checklist can truly be a game-changer in managing your responsibilities and maintaining a balanced lifestyle.

It’s like having a trusted companion, helping you stay on top of essential daily tasks, plan for those special moments, and carve out precious time for self-care and romantic dates.

By tailoring and consistently updating your monthly checklist templates, you’ll reach a whole new level of productivity and master the art of time management.

So, grab your printable monthly checklist and start creating a more organized and fulfilling life.

And if you want more printables to control the chaos in your life, check out the Savvy Mama Shop to see what else could help you!

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About Brittany Kline

Hi, I’m Brittany Kline—a mom, home systems expert, and culinary enthusiast passionate about helping busy families simplify life—starting in the kitchen. With a master’s degree in education and years of experience creating streamlined home solutions, I specialize in practical meal planning, effortless home organization, and family-friendly recipes that make life easier (and tastier) for moms everywhere.

As a former educator turned household management pro, I understand the daily chaos that comes with raising a family. That’s why I’ve dedicated my work to helping moms take control of meal planning, grocery shopping, and kitchen routines—so they can spend less time stressing and more time enjoying family meals.

My recipes and meal-planning strategies have been featured in leading publications such as Forbes, TIME, USA Today, and Business Insider, among many others. Whether you’re looking for quick weeknight dinners or tips to make meal prep stress-free, I’m here to help you turn chaos into calm. Click here to read all of my posts.

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