Seize the Potential of the Monthly Schedule: Creating, Benefits, Tools, and Execution with Excel

03/04/2024 12 min reading
  1. What is a monthly schedule?
  2. What are the benefits of a monthly schedule?
  3. What tools are needed to make a blank monthly schedule?
  4. How to make a monthly schedule in Excel?
  5. FAQ

In a nutshell

In this article, we'll take a look at what a monthly schedule is, its benefits, and the tools that can be used to create a monthly blank schedule. We will also discuss how to set up a monthly schedule in Excel. We'll look at how a monthly schedule can be a powerful tool for optimized time and resource management.

What is a monthly schedule?


A monthly schedule is a time management tool that allows you to plan and track tasks, activities, and events over a period of one month. It provides an overview of the tasks to be accomplished, thus allowing for optimal organization and a better distribution of work. Monthly schedules can be used in a variety of settings, ranging from businesses and schools to homes and personal activities.

What are the benefits of a monthly schedule?

A monthly schedule offers several significant benefits, whether for personal, school or professional use:

  • Improved organization : A monthly schedule gives a holistic view of all upcoming tasks and commitments over a period of time longer than a week. This allows you to see and organize your time more efficiently, avoiding overbooking and distributing tasks evenly throughout the month.
  • Increased Productivity : By having a clear vision of what needs to be done and when, you can focus on completing those tasks without worrying about forgetting something. This can greatly improve your productivity.
  • Stress Management : Stress is often related to feeling overwhelmed and not knowing how to handle all the tasks and responsibilities. A monthly schedule helps you see exactly what you need to do, allowing you to manage your time and tasks with more peace of mind.
  • Prioritization : A monthly schedule allows you to clearly determine your priorities. You can quickly see what the most important tasks are and plan them accordingly, helping you ensure that your priorities are addressed first.
  • Long-term planning : A monthly schedule is also useful for long-term planning. You can write down future goals and the steps needed to achieve them.
  • Flexibility : A monthly schedule also offers flexibility. If something doesn't go as planned, you can easily adjust the rest of your month to account for those changes.
  • Accountability : A monthly schedule also allows for some form of accountability. By writing down your tasks and goals, you're kind of committing to achieving them, which can be a great motivator.

In short, a monthly schedule is a valuable tool for managing time effectively, improving productivity and reducing stress.

What tools are needed to make a blank monthly schedule?

Creating a blank monthly schedule can be achieved through a diverse range of tools, depending on your specific needs. Here are some commonly used tools:

  • Microsoft Excel : Excel is a very popular tool for creating monthly schedules. It offers great flexibility, allowing columns, rows, and cells to be adjusted according to your needs. You can also use Excel's functions to automatically calculate working hours. In addition, Excel offers monthly schedule templates that you can print or share digitally. There are also plenty of sample monthly schedules created in Excel available online to help you get started.
  • Google Sheets : Google Sheets is another powerful tool for creating a monthly schedule. Like Excel, it allows you to customize your schedule according to your needs. Additionally, being an online application, Google Sheets allows for real-time sharing and collaboration, which is especially useful for teams. Google Sheets also offers free monthly schedule templates.
  • PlanningPME : PlanningPME is a scheduling software specifically designed for time management. It offers advanced features that go beyond those offered by more general tools like Excel or Google Sheets. With PlanningPME, you can create detailed monthly schedules, track working hours, manage resources, and much more. PlanningPME also offers sample schedules to help you get started.
  • Online Calendars : There are many free online calendars that can be used to create a monthly schedule. These tools often offer reminder and notification features, which can be helpful in helping you stay on track.
  • Mobile Apps : Many time management and productivity apps available on mobile devices offer monthly scheduling features. These apps have the advantage of always being at your fingertips, allowing you to update your schedule wherever you are.

In summary, there are many tools to create a blank monthly schedule, ranging from general tools like Excel or Google Sheets to more specialized software like PlanningPME. Each offers its own benefits, so the choice of tool depends on your specific needs.

Create a monthly schedule

How to make a monthly schedule in Excel?

Creating a monthly schedule in Excel may seem daunting at first, but by following these steps, you should be able to do it without much difficulty.

  1. Open a new Excel document :
    Start by opening a new Excel document. You can also choose a monthly calendar template if you want.
  2. Set up days and dates :
    In the first column (A), write the days of the week. In the first row (1), start from the second column (B) to write the dates of the month.
  3. Add schedules :
    From the second column (B), you can start adding your schedules for each day. It is recommended that you register tasks or events with the start and end time for better clarity. For example, "9:00-10:00 team meeting".
  4. Use colors to differentiate tasks :
    One of the great features of Excel is the ability to use colors to differentiate tasks. For example, you can use one color for work, another for personal tasks, another for appointments, and so on.
  5. Add additional details if needed :
    If you need to add additional details for a task, you can use Excel's comments feature. Simply right-click on the relevant cell and select "Insert Comment".
  6. Save and print your schedule :
    Once you're done entering all your tasks and schedules for the month, don't forget to save your document. If you want to have a physical copy of your schedule, you can also print it directly from Excel.

Remember, one of the benefits of using Excel for your monthly schedule is that you can easily change it to suit your needs. You can add or remove tasks, change schedules, add colors, and more. So take the time to explore all the features of Excel to make your schedule as efficient as possible. There are also several tutorials and examples online that can help you create your monthly schedule in Excel, so check them out for additional ideas and practical tips.

The monthly planner is an invaluable tool for managing your time and activities. Whether it's created by hand, in Excel, or using specific software, free or paid, the most important thing is that it meets your needs and helps you to stay organised and productive.


There are several ways to share a monthly schedule with your team. You can print physical copies, but in an increasingly digital world, it may be more efficient to share the schedule online. If you're using Excel, you can share the file via email or a cloud storage service like OneDrive. You can also use tools like Google Sheets or SME Planning, which offer real-time sharing options.

Yes, there are many free monthly schedule templates available online. Platforms like Microsoft Office, Google Sheets, and SMEB Planner offer various templates that you can use and customize to suit your needs. Just search for "free monthly schedule template" in your search engine to find many examples.

When creating a monthly schedule, it's important to consider several factors. This includes your goals for the month, how time is divided between different tasks, deadlines for each task, the balance between work and personal time, and unforeseen events. You should also consider everyone's workload and make the schedule realistic and flexible.

Tracking progress with a monthly schedule can be done in a number of ways. You can use a built-in tracking feature if your scheduling tool allows it. For example, in Excel, you can use formulas to calculate the time spent on each task. You can also simply check or color completed tasks. In addition, it is recommended that you review your schedule at regular intervals (e.g., weekly) to assess your progress and make any necessary adjustments.