Image of resource - a step-by-step planning worksheet to create your ideal day. Designed for ambitious finance professionals

Use This Daily Planning Worksheet to Design Your Ideal Day in 15 Minutes

If your days are full but don’t reflect what matters most, this simple worksheet and video walkthrough will help you plan out your day with intention — starting today.

You have a full day ahead.
But when you look at your calendar, something feels off.

There’s a lot scheduled…
… but not necessarily what matters most.

And even if you wanted to change it, it’s not always clear how.

Despite how it might feel, your calendar isn’t static.
It's something you can work with.

And small, intentional changes can shift how your entire day feels.

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This worksheet and step-by-step video walkthrough show you how to design your day in 15 minutes.

This worksheet will help you:

review your day with intention (not just glance at it!)

identify what's not going to move the needle and what could change

make space for both work and personal priorities

redesign your day in a way that makes it feel better

What’s Included in the worksheet:

a fillable daily planning worksheet

a step-by-step video walkthrough to guide you through it

a simple process to review both your work and personal calendars together

prompts to help you assess and identify what to adjust and why

space to make real time changes to your day

This is the same process I use with clients when we start redesigning how they work.

We take it one day at a time.

Get the free worksheet and start intentionally designing days that work for you:

About Me! Who Am I?

Hi, I’m Allison Marie.

I’m a wife, a mom of two teens, a dog mom to two goldendoodles — and a former finance executive turned leadership coach.

I work with ambitious professionals who want to be intentional about what success means to them and design ways of working that support both their career and the rest of their life.

My coaching is grounded in a clear, practical framework that helps clients work more intentionally - individually, with their teams, and with key stakeholders.

Outside of coaching, you’ll usually find me taking an Orangetheory fitness class, strength training in my basement, getting outside for long walks, going for motorcycle rides with my husband, spending time by the water, laughing with my family, or enjoying good conversations with good friends.

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