Create a Professional Undated Planner with Ease
Whether you’re a business looking to create a holistic, professional, and engaging planner for employees or an entrepreneur launching a planner brand, this template provides a strong foundation for both digital and printed planners.
Designed by our team of notebook manufacturing and design experts, this planner includes structured sections for goal setting, self-reflection, weekly productivity, and monthly planning—all essential for those seeking balance and organization in their personal or professional lives.
This fully editable InDesign file allows you to tweak colors, fonts, and layouts to match your brand identity or specific customer needs, making it easy to manufacture or sell your own professional planner.
Create a Professional Undated Planner with Ease
Whether you’re a business looking to create a holistic, professional, and engaging planner for employees or an entrepreneur launching a planner brand, this template provides a strong foundation for both digital and printed planners.
Designed by our team of notebook manufacturing and design experts, this planner includes structured sections for goal setting, self-reflection, weekly productivity, and monthly planning—all essential for those seeking balance and organization in their personal or professional lives.
This fully editable InDesign file allows you to tweak colors, fonts, and layouts to match your brand identity or specific customer needs, making it easy to manufacture or sell your own professional planner.
Ideal for:
Businesses creating a structured, goal-oriented planner for employees.
Entrepreneurs launching a journal brand who need a ready-made base template.
Coaches & wellness professionals offering goal-setting and self-reflection tools.
Corporate teams looking to enhance productivity & organization.
Companies using branded notebooks as gifts or incentives.
What’s Inside?
A full breakdown of the sections included in the planner:
Beginning of the Journal (17 Pages)
- Title Page (1 Page)
- Personal Values & Intentions – Define core values & long-term priorities (2 Pages)
- Focus Areas & Priorities – Identify key areas of life to focus on (2 Pages)
- Life Audit & Current Snapshot – Assess strengths & areas for growth (2 Pages)
- Goal Clarity & Breakdown – Set and refine SMART goals (2 Pages)
- 12-Month Vision – Write a letter to your future self & visualize success (2 Pages)
- Energy & Time Management Plan – Create an efficient schedule (2 Pages)
- Self-Care & Rest Strategy – Plan for self-care routines (2 Pages)
- Yearly Planner Spread – Overview of important dates & events (2 Pages)
Main Section – Monthly & Weekly Planning (144 Pages)
- Monthly Goals (2 Pages x 12 Months)
- 4 Weekly Planner Spreads per Month (8 Pages x 12 Months)
- Monthly Review (2 Pages x 12 Months)
End of the Journal – Reflection & Notes (31 Pages)
- Notes Section (2 Pages)
- Annual Review – Key Wins, Challenges, Lessons Learned (2 Pages)
- Reflections on Personal Growth (2 Pages)
- Next Year’s Intentions & Future Planning (2 Pages)
- 21 Additional Notes Pages (21 Pages)
- Time Zone Reference Page (2 Pages)
What You Can Do With This Template
This planner template is designed for both businesses and entrepreneurs, allowing full flexibility to create high-quality planners for different purposes.
For Businesses & Entrepreneurs:
For businesses: Create a branded, structured planner for employees to boost productivity, focus, and organization.
For new journal brands: Use as a starting point for launching your own custom journal business without designing everything from scratch.
Develop goal-setting and reflection tools for coaching, HR, or leadership development.
Adapt for corporate gifting, client appreciation, or internal wellness programs.
Offer this as a premium notebook product in your stationery, productivity, or self-development brand.
For End Users (Your Customers):
Organize daily, weekly & monthly plans with structured goal-tracking spreads.
Improve productivity by setting and reviewing goals each month.
Reflect on personal growth & achievements with guided journaling prompts.
Use as a mindful self-care tool to stay balanced in daily life.
Adapt it to different needs – business planning, wellness, academics & more.
This planner is designed to be functional and flexible, allowing businesses and creators to edit and adapt it to different audiences, industries, or personal needs.
How It Works – Customize in Just a Few Steps
1️⃣ Download the InDesign File – Instantly access your fully editable planner template.
2️⃣ Amend the Copy – Adjust the text to align with your brand’s tone, language, and messaging.
3️⃣ Match Your Branding – Customize fonts, colors, and icons to reflect your brand identity.
4️⃣ Modify the Layout – Add, remove, or rearrange pages as needed to fit your audience’s needs.
5️⃣ Finalize & Export – Ensure everything is in place and export a print-ready file for production.
6️⃣ Print & Launch – Send your files to print with Bookblock or any manufacturer of your choice.
