The Self-Care Planner

The Self-Care Planner is designed to help you invest your time and energy more efficiently by managing your personal and professional goals all in one place. Achieving your goals shouldn’t come at the expense of your health. With the Self-Care Planner, you’ll be able to: make self-care a priority every day; create a vision board that inspires you; map out your goals on an annual, quarterly, monthly, and weekly basis; use the Rate Your 8 tool daily to identify and stay focused on your priorities; identify your core values and theme words to guide you throughout the year; and create an 8-dimensional plan that helps you achieve your goals.

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Design a life you love!

The images and tips below will help you get started using your Self-Care Planner.


“I wanted to share that I LOVE the self-care planner. I have decided to replace my 5-minute journal in my morning routine with yours. It really gives a broader view from which to review things. I find it very fascinating that often the area I think I need more focus on, isn’t really the actual area rated the lowest. Thank you so much for creating this!!!!! So, So , good.”  – Planner User


Set Up

Before you begin using your planner, you’ll want to break it in properly. Start by opening your planner to the center and pressing down firmly along the fold to flatten it. Now, do this again halfway between the front cover and middle, and the middle and back cover. This will help the planner lay flatter and make it easier to write in. Next, add your name and contact information to the first page. If you happen to misplace this little gem, you’ll have a better chance of having some kind soul return it to you.

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Weekly Planning

Map out your week in advance so you can stay connected to your priorities. While many of us use online calendars these days, you can use also the weekly pages for task planning instead of managing your time-based appointments. In the left upper corner, add your own motivational quotes or a weekly objectives, and use the bullet points below to map out your top 5 goals for the week. Additional lines and dotted lines are included in the margins for list-making and idea mapping.

Begin each day with the Rate Your 8 exercise, where you’ll rate each of the 8 dimensions on a scale of 1 to 10. This exercise will help guide your self-care activities for the day by calling attention to your greatest needs. You may also choose to enter the sum total of your scores in the center of the circle to track patterns over time. (80 is the highest possible score.) This can help you identify your needs earlier — before they become more difficult to address.

The 8 Dimensions of Self-Care

Spend some time getting acquainted with the 8 Dimensions of Self-Care. Consider how each of these key areas play out in your life and read through the Rate Your 8 instructions on page 11 of the planner.

8 Dimensions of Self-Care

Yearly Calendar

Begin thinking about the year ahead. What are the activities, events, and tasks that you’ll need to complete to reach your goals and keep your life running smoothly? Consider the items on your “to do” list that you do every year without fail, like meeting with your financial adviser, getting your teeth cleaned, or taking a family vacation. Use the Yearly Calendar to map out important events, like birthdays, holidays, goal milestones, product launches, or important appointments.

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Theme Words & Core Values

Theme words are intentions, words that reflect what you intend to create and manifest in your life. Some people choose a single word to focus on throughout the year, while others choose several. Danielle LaPorte’s book The Desire Map is a great resource to help you identify your core desired feelings. These are powerful words that help guide your decision-making all year long. For example, if an opportunity comes your way but doesn’t align with your theme words or core values, it’s a good indicator that you might want to think twice before saying ‘yes’ to it.

Examples of Themes & Value Words 

Abundance | Acceptance | Accuracy | Achievement | Adaptability | Adventure | Affection | Agility | Appreciation | Awareness | Balance | Beauty | Beauty | Belonging | Blissfullness | Boldness | Bravery | Calm | Charity | Cheerfulness | Clarity | Collaboration | Comfort | Communication | Community | Compassion | Confidence | Consciousness | Connection | Consistency | Contribution | Cooperation | Courage | Courtesy | Creativity | Cultivate | Curiosity | Decisiveness | Dedication | Delight | Dependability | Determination |  Discovery | Discretion | Diversity | Drive | Duty | Education | Efficiency | Elegance | Empathy | Encouragement | Energy | Enjoyment | Enthusiasm | Equality | Excellence | Experience | Expressiveness | Fairness | Faith | Fame | Family | Flexibility | Flow | Focus | Forgiveness | Freedom | Friendship | Frugality | Fun | Generosity | Grace | Gratitude | Growth | Harmony | Health | Honesty | Honor | Hospitality | Humility | Humor | Imagination | Independence | Influence | Innovation | Inspiration | Integrity | Intentional | Intelligence | Intimacy | Intuitiveness | Joy | Justice | Kindness | Knowledge | Leadership | Learning | Logic | Love | Loyalty | Mastery | Meaning | Mindfulness | Minimalism | Modesty | Nature | Openness | Optimism | Order | Organized | Passion | Patience | Pause | Peace | Perseverance | Persistence | Pleasure | Positivity | Power | Precision | Preparedness | Present | Preservation | Privacy | Proactivity | Prosperity | Punctuality | Quality | Rebirth | Rejuvenation | Relationships | Religion | Renew | Resilience | Resourcefulness | Respect | Responsibility | Safety | Security | Service | Simplicity | Spirituality | Spontaneity | Strength | Success | Sustainability | Tradition | Trust | Truth | Unity | Wealth | Wisdom

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8 Dimensional Plan

The 8 Dimensional Plan provides space for you to consider how you will support yourself within each of the 8 dimensions in the coming year. What are your long-term goals in these eight areas of your life?


Vision Board

Your vision board is a reflection of your deepest desires. It’s a visual representation of where you are headed, what you are working toward, and what you are inviting into your life. Flip through magazines, search the internet, or scroll through Pinterest to find images that draw your attention and represent the future you want to create. Then use a glue stick or tape and affix them to the pages. I review my vision board on a daily basis as part of my morning practice to stay in touch with my goals. This practice can be an especially powerful motivator during life’s heavier moments.

Quarterly Planning

Breaking the year into quarters can be a useful exercise, especially for entrepreneurs. Map out your product launches, marketing plans, or content strategy. Consider your goals and priorities for each of the four quarters to simplify your focus throughout the year. Pay attention to how much time and resources you’ll need to devote to your personal and professional goals during each quarter and make adjustments to your self-care plan as needed.

Monthly Calendar

Now, think about the month ahead. What are the activities, events, and tasks that need to be completed this month? As an entrepreneur, you may add social media campaigns, sales targets, or upcoming networking events. As a parent, you may add school meetings, extracurricular activities, or family outings. As an individual who values self-care, you may choose to add activities that support each of the 8 dimensions.

Don’t forget to write in the month on the left lower page for quick reference, and then fill in the dates on the calendar. (It can be helpful have a year-at-a-glance calendar in front of you for this.)

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Monthly Planning

The Monthly Planning pages allow you to drill down further into the month’s activities. Write in the month on the top left page of each of the twelve monthly pages and use the dotted spaces as lines or grids to sketch out your plans and ideas. Use your creativity to sketch out images or be analytical an make lists. Next, consider the month ahead and map out your self-care goals for the month. What are your priorities for the month?

Use the Monthly Tracker to measure your progress toward your specific goals for the month. Place an “x” or “check mark” on each of the days in which you complete the activity. In the blank space at the end, record the total number of days the task was completed to measure your success. You can also use the grid below the monthly tracker to track additional goals.


It is such a great way to break the time down to bite size pieces with keeping the self-care piece at the top. It’s heaven for a “J”. Your “tutorial” on your website is BRILLIANT my dear. You are a genius. – Planner User

Note Taking 

If you’re like me and you take a lot of notes, there’s an easy solution. You’ve probably noticed that there isn’t a lot of room for journaling in this planner — there’s a reason for that. One of the most frustrating things I’ve discovered with other planners is that I run out of space too quickly. Journaling is a big part of my morning practice, and some days I write more than others.

So, here’s my trick: I use slim notebooks* that slip right inside the planner. When I fill one up, I simply write the date range for my entries on the back and grab a new journal. Then, I can easily refer to notes that I’ve taken from past appointments by searching for the associated calendar dates in my planner.

Thank you for stopping by and taking a peek at the Self-Care Planner. This project is near and dear to my heart, and I hope you enjoy it as much as I do.

We’d love to hear from you! Please tell us what you think.

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