2024

PRE-PLANNER

A guide to preparing
for the new year

THEDASHPLANNER.COM
 Hello 2024!

If you are reading this, that means you made it through another year. I want to acknowledge
the fact that you are here right now with the intention of getting a fresh start and are given
an opportunity to take control (of what you can). Hats off to you!

The following pages are designed to help you reflect on what has worked well and not so well
this past year. Gaining clear insight on this can help you make more informed decision for the
year ahead. This workbook is designed to help you brainstorm about how you want to spend
your time and do so in a way that feels purposeful. If you find that certain sections don’t
resonate with you, simply skip them and focus on the ones that do.

By filling out this pre-planner, you will hopefully have an idea of what’s in store for you in
the new year and get you excited in the process. Once this workbook is complete, you will
have dates and activities that you can then transfer to your yearly, monthly, weekly, or daily
planner. Hopefully this will help with that new “blank planner” shock too!

You can use this guide digitally on your device with your go-to note taking app. If your
planner for 2024 is digital too, you can even select and copy what you wrote here and easily
paste it into your digital planner. I recommend grabbing your beverage of choice, put on
some music in the background, and find a comfy spot to spend some time focused on you.

LET’S GET STARTED.

2024 PRE-PLANNER
THEDASHPLANNER.COM 1
2023 Reflection HIGHLIGHTS & BIG WINS

For you, 2023 might have been a great year or maybe it was pretty tough. Either way, there’s likely tons of positive

moments that are easily overlooked. Give these victories and happy moments the light they deserve below.

My proudest moment of 2023:

Some additional highlights and big wins from 2023:

A happy memory experienced with family/friends:

New routines, habits, or hobbies I’d like to continue into the new year:

In 2023, I learned...

2024 PRE-PLANNER
THEDASHPLANNER.COM 2
2023 Reflection CHALLENGES & SETBACKS

Give yourself the opportunity to reflect on the things that didn’t exactly go according to plan. This way, you can

use what you’ve learned from these experiences and make any adjustments needed for the year ahead.

A hardship I faced in 2023:

Although challenging, I am proud that I made it through...

A regret I have is...

I still feel frustrated about...

Something that didn’t happen and I’m okay letting go of:

2024 PRE-PLANNER
THEDASHPLANNER.COM 3
Life Balance SCORE & REFLECTION

There are different facets of life and seasons where you may thrive in some areas while taking attention away

from others. Below is a scorecard for checking in with how you feel at this moment. Select the score that reflects

how you currently rate yourself in that area of life. Tip: Don’t overthink or over-analyze, just go with your gut.

1 = AREA OF STRUGGLE AND NEEDS ATTENTION. 10 = AREA OF SUCCESS AND CONFIDENCE.

EMOTIONAL & MENTAL 1 2 3 4 5 6 7 8 9 10 BUSINESS / CAREER 1 2 3 4 5 6 7 8 9 10

HEALTH & FITNESS 1 2 3 4 5 6 7 8 9 10 FINANCES 1 2 3 4 5 6 7 8 9 10

SPIRITUALITY 1 2 3 4 5 6 7 8 9 10 LEARNING & EDUCATION 1 2 3 4 5 6 7 8 9 10

SOCIAL / RELATIONSHIPS 1 2 3 4 5 6 7 8 9 10 HOBBIES & RECREATION 1 2 3 4 5 6 7 8 9 10

My life area with the highest score is:

I believe this is my strongest area because...

My life area with the lowest score is:

I believe this is my weakest area because...

IN 2024, I WANT MY FOCUS TO BE ON:

(select one or two life areas from above)

2024 PRE-PLANNER
THEDASHPLANNER.COM 4
Life Balance: Activities BRAINSTORM

You should now have an idea of how you feel about the different aspects of your life. Use the spaces below

to brainstorm about the things you can do that help fulfill these various areas. This is a great list to reference

throughout the year when you find yourself struggling in a particular area and are in need of a boost.

EMOTIONAL & MENTAL HEALTH PHYSICAL HEALTH & FITNESS

SPIRITUALITY SOCIAL / RELATIONSHIPS

BUSINESS / CAREER FINANCES

LEARNING & EDUCATION HOBBIES & RECREATION

2024 PRE-PLANNER
THEDASHPLANNER.COM 5
More of This THE POSITIVES

Now it’s time to get more specific about what you would like the next year to look like. Use the spaces below to

list out what projects, vacations, or experiences you would like to have. Don’t worry about the pesky details, just

get your true desires out of your mind and onto the page. Feel free to use these spaces to dream big without

Something I did last year that I’d like to do again: A place I’d like to visit:

Something I’d like to do to my home: A project I’d like to start:

Something new I’d like to learn: A new hobby I’d like to try:

Someone I’d like to spend time with: A new habit I’d like to start:

2024 PRE-PLANNER
THEDASHPLANNER.COM 6
Less of That THE NOT-SO-POSITIVES

Now that you’ve identified what you want more of in your life, let’s make room some room by doing less of what

we don’t want anymore. Use these prompts below to list what you’d like to stop doing and brainstorm about

what you can do instead. Remember: these are not failures; they are ways you gathered useful information.

Something that wasted my time and energy: Instead, I want to spend my resources on...

Something that caused me distress: I can claim my control over this by...

Something I didn’t accomplish in 2023: Do I still want to do this? If so, I can make it happen by...

A bad habit I’d like to break: Instead, I’d like to...

2024 PRE-PLANNER
THEDASHPLANNER.COM 7
Important Dates BIRTHDAYS, ANNIVERSARIES, EVENTS, ETC.

Now it’s time to map out any significant dates or events that you know are going to happen in the upcoming year.

Example: Holidays, birthdays, anniversaries, weddings, graduations, vacations, and other special occasions.

JANUARY FEBRUARY MARCH

APRIL MAY JUNE

JULY AUGUST SEPTEMBER

OCTOBER NOVEMBER DECEMBER

2024 PRE-PLANNER
THEDASHPLANNER.COM 8
Home Overview FAMILY & HOUSEHOLD

In the spaces below, brainstorm any important dates or monthly themes related to your household.

Example: Home projects, monthly maintenance, sports schedules, school functions, and appointments.

JANUARY FEBRUARY MARCH

APRIL MAY JUNE

JULY AUGUST SEPTEMBER

OCTOBER NOVEMBER DECEMBER

2024 PRE-PLANNER
THEDASHPLANNER.COM 9
Professional Overview WORK & SCHOOL

Use this page to record any important dates related to your work or academic year.

Example: Work projects, academic schedules, known deadlines, meetings, and monthly priorities.

JANUARY FEBRUARY MARCH

APRIL MAY JUNE

JULY AUGUST SEPTEMBER

OCTOBER NOVEMBER DECEMBER

2024 PRE-PLANNER
THEDASHPLANNER.COM 10
Personal Overview MIND, BODY & SOUL

This page is dedicated to the important dates and focus areas of your personal life.

Example: Health appointments, personal milestones, social dates, new habits, and monthly fitness goals.

JANUARY FEBRUARY MARCH

APRIL MAY JUNE

JULY AUGUST SEPTEMBER

OCTOBER NOVEMBER DECEMBER

2024 PRE-PLANNER
THEDASHPLANNER.COM 11
24 for 2024 THE LIST

Using the information gathered from the previous pages, compile a list of the top 24 things you’d love to do in 2024.

If 24 feels like a lot, you can leave a few spaces blank and add in new ideas as they come up throughout the year.

#1 #13

#2 #14

#3 #15

#4 #16

#5 #17

#6 #18

#7 #19

#8 #20

#9 #21

#10 #22

#11 #23

#12 #24

2024 PRE-PLANNER
THEDASHPLANNER.COM 12
 You did it!

You now have a blueprint and some direction of how you’d like your next year to go.
I recommend grabbing your 2024 planner or calendar and filling in all the dates and
activities you listed out on the previous pages. If you have a Dash Planner, you can use
the included page templates like the Goal Planner, Habit Tracker, and Routine Planner
to help breakdown the priorities you uncovered in this workbook.

If you don’t have a planner yet, you can download our free digital planner that contains
monthly calendars and overview pages to get started planning out the new year.

Download the planner at: http://thedashplanner.com/free-planner-download

Remember: nothing is concrete and plans can change in the blink of an eye. However,
it can be helpful to have an idea of where your time and energy is going. Control your
schedule so that your schedule doesn’t control you.

I hope you found this new year pre-planner helpful! I’d also love for you to share this
guide with any family or friends who could benefit from gaining clarity in the new year.

YOU GOT THIS.

Megan
Creator, Dash Planner

2024 PRE-PLANNER
THEDASHPLANNER.COM 13