Tracking

Tracking

Use our planner to keep your days organized and on the right track to your most prosperous year yet! Filled with a daily scheduler broken down by the hour, a weekly overview of your daily communication and reach outs, plenty of space for all of your business & life lists, as well as weekly and monthly tracking! Track your personal business as well as your unit goals and activity. Customize many of the fields with your own categories and lists. You can print your planner and get it spiral bound at Fed Ex or put it in a binder! This planner is created in Canva for you so you have full control of editing any parts of it you would like! 🙌 We have the printable PDF available and ready to download and print if you do not want to mess with Canva or do not want to edit anything. A few things to note about the Canva versions:
    1. Canva would not allow us to fit the ENTIRE planner into one design file. The first part of the planner is named “Monthly Tracking Canva Template” and the second part is in the file named “Weekly Tracking Canva Template“. The pages are all in order and organized so that they print correctly. Once you make your revisions, you can download both files as a printable PDF > print them > and bind them together to create your planner.

    2. You can move pages around and duplicate pages like normal in Canva, HOWEVER- please know that if you do this, it will mess up the order of the planner and the page spreads/layout could be off when you print them.

    3. Because we have organized the planner pages for you to print correctly straight from Canva, we have already duplicated the tracking & scheduling pages for you in the “Weekly” file. If you decide to revise something on one of the reoccurring pages, you will need to edit it on each of the duplicate pages as well. Duplicating the pages ahead of time for you was the only way we were able to help you print the layout correctly so the spreads were aligned in your planner.

learn more!  video resources

January 2024 Planner

February 2024 Planner

March 2024 Planner

April 2024 Planner

May 2024 Planner

June 2024 Planner

July 2024 Planner

2024 Year At A Glance

Week At A Glance

Monthly Focus

Notes / Brain Dump

Monthly Expense Tracking

Consultant Monthly Income Calculator

Director Monthly Check Calculator

Director Unit Growth Tracking

Monthly Personal Activity Tracking

Monthly Unit Tracking {Director}

Reach Outs and Communications

Weekly Personal Activity Tracking

Weekly Unit Tracking {Director}

January 2023 Planner

February 2023 Planner

March 2023 Planner

April 2023 Planner

May 2023 Planner

June 2023 Planner

July 2023 Planner

August 2023 Planner

September 2023 Planner

October 2023 Planner

November 2023 Planner

December 2023 Planner

2023 Month at a Glance

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See the year at a glance. Use this sheet in your planner or frame it in your office or on your desk.

2023 Year at a Glance

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See the year at a glance. Use this sheet in your planner or frame it in your office or on your desk.

Week at a Glance vIII

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Use this to keep your weekly schedule in front of you. The open design allows you to track and organize things the way you want. 

Brain Dump vIII

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Get everything out of your head and onto paper to empty your brain out. Then take your massive list and put them into categories and prioritize them.

Monthly Focus vIII

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Take the things you are focusing on for the month and put them in each box. You can use it to list out your projects, your to do lists or your prospect lists. 

Monthly Goals & Tracking vIII

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These sheets will help you track your Consultant monthly activity. It also allows you to set goals for yourself and write them down. You are 42% more likely to achieve your goals if you write them down. Writing your goals down not only forces you to get clear on what, exactly, it is that you want to accomplish, but doing so plays a part in motivating you to complete the tasks necessary for your success.*

*https://www.inc.com/peter-economy/this-is-way-you-need-to-write-down-your-goals-for-faster-success.html

Monthly Goals & Tracking- Director vIII

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These sheets will help you track your Director monthly activity. It also allows you to set goals for yourself and write them down. You are 42% more likely to achieve your goals if you write them down. Writing your goals down not only forces you to get clear on what, exactly, it is that you want to accomplish, but doing so plays a part in motivating you to complete the tasks necessary for your success.*

*https://www.inc.com/peter-economy/this-is-way-you-need-to-write-down-your-goals-for-faster-success.html

Weekly Goals & Tracking vII

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These sheets will help you track your Consultant weekly activity. It also allows you to set goals for yourself for the week and write them down. You are 42% more likely to achieve your goals if you write them down.*

*https://www.inc.com/peter-economy/this-is-way-you-need-to-write-down-your-goals-for-faster-success.html

Weekly Goals & Tracking - Director

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These sheets will help you track your Consultant weekly activity. It also allows you to set goals for yourself for the week and write them down. You are 42% more likely to achieve your goals if you write them down.*

*https://www.inc.com/peter-economy/this-is-way-you-need-to-write-down-your-goals-for-faster-success.html

Week at a Glance

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Use this to keep your weekly schedule in front of you. The open design allows you to track and organize things the way you want. 

Brain Dump vII

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Get everything out of your head and onto paper to empty your brain out. Then take your massive list and put them into categories and prioritize them.

Monthly Focus vII

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Take the things you are focusing on for the month and put them in each box. You can use it to list out your projects, your to do lists or your prospect lists. 

Monthly Goals & Tracking vII

Learn More

These sheets will help you track your Consultant monthly activity. It also allows you to set goals for yourself and write them down. You are 42% more likely to achieve your goals if you write them down. Writing your goals down not only forces you to get clear on what, exactly, it is that you want to accomplish, but doing so plays a part in motivating you to complete the tasks necessary for your success.*

*https://www.inc.com/peter-economy/this-is-way-you-need-to-write-down-your-goals-for-faster-success.html

Monthly Goals & Tracking- Director vII

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These sheets will help you track your Director monthly activity. It also allows you to set goals for yourself and write them down. You are 42% more likely to achieve your goals if you write them down. Writing your goals down not only forces you to get clear on what, exactly, it is that you want to accomplish, but doing so plays a part in motivating you to complete the tasks necessary for your success.*

*https://www.inc.com/peter-economy/this-is-way-you-need-to-write-down-your-goals-for-faster-success.html

Weekly Goals & Tracking vII

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These sheets will help you track your Consultant weekly activity. It also allows you to set goals for yourself for the week and write them down. You are 42% more likely to achieve your goals if you write them down.*

*https://www.inc.com/peter-economy/this-is-way-you-need-to-write-down-your-goals-for-faster-success.html

Weekly Goals & Tracking - Director

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These sheets will help you track your Director weekly activity. It also allows you to set goals for yourself for the week and write them down. You are 42% more likely to achieve your goals if you write them down.*

*https://www.inc.com/peter-economy/this-is-way-you-need-to-write-down-your-goals-for-faster-success.html

Goal Setting Sheet

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Use our Goal Setting Sheet to set your goals for the next three months and plan out 3 steps you are going to take to achieve them! Every 3 months, start a new sheet to work towards your new goals!

Consultant Goal Setting

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Use this to make a game plan for your goals and activity each month! You can add it in with your Monthly Tracking & Scheduling Planner!

Monthly Focus

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Take the things you are focusing on for the month and put them in each box. You can use it to list out your projects, your to do lists or your prospect lists. 

Brain Dump

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Get everything out of your head and onto paper to empty your brain out. Then take your massive list and put them into categories and prioritize them.

Monthly Focus - Director

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This can be used to map out who and what you are focusing on for the month with your unit!
​​Idea Cred: Whitney Wemhoff​

Monthly Goals & Tracking

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These sheets will help you track your Consultant monthly activity. It also allows you to set goals for yourself and write them down. You are 42% more likely to achieve your goals if you write them down. Writing your goals down not only forces you to get clear on what, exactly, it is that you want to accomplish, but doing so plays a part in motivating you to complete the tasks necessary for your success.*

*https://www.inc.com/peter-economy/this-is-way-you-need-to-write-down-your-goals-for-faster-success.html

Monthly Goals & Tracking- Director

Learn More

These sheets will help you track your Director monthly activity. It also allows you to set goals for yourself and write them down. You are 42% more likely to achieve your goals if you write them down. Writing your goals down not only forces you to get clear on what, exactly, it is that you want to accomplish, but doing so plays a part in motivating you to complete the tasks necessary for your success.*

*https://www.inc.com/peter-economy/this-is-way-you-need-to-write-down-your-goals-for-faster-success.html

Weekly Goals & Tracking

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These sheets will help you track your Consultant weekly activity. It also allows you to set goals for yourself for the week and write them down. You are 42% more likely to achieve your goals if you write them down.*

*https://www.inc.com/peter-economy/this-is-way-you-need-to-write-down-your-goals-for-faster-success.html

Weekly Goals & Tracking - Director

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These sheets will help you track your Director weekly activity. It also allows you to set goals for yourself for the week and write them down. You are 42% more likely to achieve your goals if you write them down.*

*https://www.inc.com/peter-economy/this-is-way-you-need-to-write-down-your-goals-for-faster-success.html

Week at a Glance

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Use this to keep your weekly schedule in front of you. The open design allows you to track and organize things the way you want. 

Grand Achiever Tracking

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Use this to track your way to the use of your free Chevy Malibu! 

Consultant Car IPA

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How would you like to earn a free car?!?!  Use this to track your Income Producing Activities that will support you in reaching this goal! 
​Idea Cred: NSD Connie Kittson Parsons

Grand Achiever Tracking - Director

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Track your way to driving free! Use this tracking sheet to track your Units production & your Unit Interviews.

Premier Club Car Tracking

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Track your way to driving free! Use this tracking sheet to track your Units production & your Unit Interviews.

Cadillac Car Tracking

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Track your way to driving free! Use this tracking sheet to track your Units production & your Unit Interviews.

Cadillac Car Tracking Poster

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Use this Tracking Poster to rally your Team/Unit and your Customers to play a role in your Car Program goal! You can print this on regular paper or you can send it to a print shop like Fed Ex or Office Max to be printed as a 24 x 18 inch Poster! IDEA: Take pictures and record videos of you, or your kids coloring in the circles on the poster and post them on your Socials! You could even go Live when you do it to get more engagement! You could also offer rewards for each circle a Consultant or a Customer fills.

Premier Club Car Tracking Poster

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Use this Tracking Poster to rally your Team/Unit and your Customers to play a role in your Car Program goal! You can print this on regular paper or you can send it to a print shop like Fed Ex or Office Max to be printed as a 24 x 18 inch Poster! IDEA: Take pictures and record videos of you, or your kids coloring in the circles on the poster and post them on your Socials! You could even go Live when you do it to get more engagement! You could also offer rewards for each circle a Consultant or a Customer fills.

Grand Achiever Car Tracking Poster

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Use this Tracking Poster to rally your Team/Unit and your Customers to play a role in your Car Program goal! You can print this on regular paper or you can send it to a print shop like Fed Ex or Office Max to be printed as a 24 x 18 inch Poster! IDEA: Take pictures and record videos of you, or your kids coloring in the circles on the poster and post them on your Socials! You could even go Live when you do it to get more engagement! You could also offer rewards for each circle a Consultant or a Customer fills.

Red Jacket IPA

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Are you working towards Red Jacket?!  Use this to track your Income Producing Activities that will support you in reaching this goal! 
​Idea Cred: NSD Connie Kittson Parsons

DIQ IPA Tracking

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Are you working towards DIQ?!?!  Use this to track your Income Producing Activities that will support you in reaching this goal! 
​Idea Cred: NSD Connie Kittson Parsons

Director IPA Tracking

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Track your goals using this guide of Income Producing Activities! 

New Consultant Checklist - Director

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Use this to track your New Consultant’s progress, as she starts out her business! ​​

Idea Cred: Whitney Wemhoff​

Unit Growth Tracking - Director

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You can use this to set your unit goals and track them each month!
​Idea Cred: Whitney Wemhoff

Focus on 50 DIQ Monthly Tracking

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DIQs can set a goal to be in front of 50 people a month for themselves and their team. Use this to track the people you are in front of. 

DIQ Tracking

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Are you working towards DIQ?!  Use this to track your way to reaching this goal! 

Straight to Eight DIQ Flyer & Tracking Sheet

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DIQ’s and soon to be DIQ’s can use this duo to help guide them through the updated “Out of the Gate with 8” DIQ Qualifications.

Consultant IPA Tracking

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This is another fun way to track your Income Producing Activities each week to make sure they align with your goals!

Court of Sharing Tracking

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Use this to track your Court of Sharing Goal for this Seminar Year. 

Court of Sales Tracking

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Use this to track your Court of Sales Goal for this Seminar Year.

Reach Outs & Communication

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Use this to track your reach outs and bookings. 

Booking Tracking Sheet

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You can use this to track your ​daily booking attempts!

3+3+3 Challenge

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Challenge your Unit to complete the 3+3+3 challenge each week for a prize! 

Star Tracking

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Set your Star goal for this Quarter and use this to track your goal. 

Star IPA

Maximizing Team Commissions Tracking Sheet

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Use this tracking sheet to be sure you are Maximizing your Team Commissions!

Unit Sales & Sharing Tracking Sheet

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Consultants can track your court of sales and sharing progress for the year.

Idea Cred: Jenni Brownfield

Club 5351 Tracking Sheet

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Use this to sheet to track your monthly activity.

Idea Cred: Jenni Brownfield

60 Tracking Sheet

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 In honor of Mary Kay turning 60 we wanted to provide you with some strategic tools you can use to celebrate and progress in your goals this year! We have created a 60th Tracking Sheet for you to track 60… New Consultants in your Unit…. 60 Red Jackets… 60 Consultants Promoting themselves in your Unit this year…. 60 Star Consultants…. 60 Faces… 60 Interviews… 60 Items Sold…
Share with your Unit, your Team and your Clients your goal to have/complete 60 _ each month/quarter or for the year. Always having a project you are working on gives people a reason for why you are asking them for their help. We can all get behind someone with a mission and a goal!