Potential PDF Workbook
2026 Potential Planner – PDF Workbook Edition
The 2026 Potential Planner PDF Workbook includes the full life-to-daily planning journey of the planner—everything except the dated calendars. It’s designed as a flexible companion to use alongside your existing digital calendar (iCalendar, Google Calendar, Outlook, etc.) or your own preferred paper calendar.
The workbook contains all visioning, goal-setting, chunking, and review exercises. You choose your own scheduling system; this workbook provides the clarity, direction, and structure behind it.
WHAT’S INSIDE – All the Same Exercises as the Planner (Minus Calendars)
• 2025 Review + Comfort Zone Circle
Look back on your year with an honest, grounded assessment. Identify where you stretched yourself, where you stayed comfortable, and where growth is calling you next.
• Head in the Clouds Visioning
Envision your dream life through guided prompts designed to help you get clear on what you truly want—and why. This section helps you articulate desires you may have ignored or struggled to define.
• Three-Year Horizon (Past Tense Vision)
Imagine yourself three years from now, looking back on what you’ve accomplished. This powerful perspective shift helps you identify what matters most and what future you’ll be proud of.
• Choose Your One Focus
From everything you envisioned, select the single goal or direction that will create the biggest impact—and become the foundation for your year.
• Goal-Setting Walkthrough
A structured exercise that ensures your chosen goal is realistic and grounded. You’ll define the “what,” “how,” and “who,” and clarify the resources, steps, and support needed.
• Climb Your Year’s Mountain
Chunk your big yearly goal into clear quarterly benchmarks. This creates a momentum map for the next 12 months.
• Quarter 1 Climb
Break your Q1 benchmark into three monthly milestones so you always know what to focus on next.
• Progress Bar Tracking
Visually track your momentum throughout Q1 so you stay motivated and aware of your progress.
• Quarter 1 Vision Statement
Write a motivating, clear vision for the quarter to anchor your mindset and direction.
• Seasonal Bingo Bucket List
Design a playful, intentional list of experiences and memories to make the season meaningful, not just productive.
• Monthly Review + Vision
Reflect on each month’s progress and set the tone for the next one with aligned intentions and clarity.
• January Climb (Monthly → Weekly Breakdown)
Break your monthly focus into weekly benchmarks so your month stays on track.
• Weekly Review + Visioning
Check in with your progress, adjust your focus, and set a grounded vision for the week ahead.
• Weekly Routines Planning
Instructions for placing your core routines into your weekly schedule so your habits support your goals.
After purchase, you’ll receive a ZIP file containing the full PDF Workbook.
To access it:
Download the ZIP file to your device.
Tap or click to unzip it (most tablets, phones, and computers unzip automatically).
Open the PDF or import it into your preferred app.
The PDF can be used in a variety of ways:
Printed and placed in a binder
Printed and spiral-bound at any print shop
Used inside a Happy Planner with hole-punching
Imported into Goodnotes, Notability, or other annotation apps for digital handwriting
Opened on any tablet or computer
This workbook is designed to fit seamlessly into your existing system.