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 so you have full control of editing! 🙌 We have the printable PDF ready to download and print if you do not want make any edits.

A few things to note about the Canva versions:

1. You can move pages around and duplicate pages in Canva, HOWEVER- please note, it will mess up the order of the planner and the page spreads/layout could be off when you print.

2. Because we have organized the planner pages for you to print correctly from Canva, we have already duplicated the tracking & scheduling pages for you. If you decide to make revisions on one of the reoccurring pages, you will need to make those edits on each of the duplicate pages as well. Duplicating the pages ahead of time was the only way we were able to help you print the layout correctly so the spreads aligned in your planner.

    learn more!  video resources

    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

    Director Monthly Unit Tracking

    Reach Outs and Communications

    Weekly Personal Activity Tracking

    Director Weekly Unit Tracking

    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}

    Brain Dump vIII

    Learn More

    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

    Learn More

    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

    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 downWriting 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

    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 downWriting 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

    Learn More

    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

    Learn More

    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 vIII

    Learn More

    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. 

    Week at a Glance

    Learn More

    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

    Learn More

    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

    Learn More

    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

    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 vII

    Learn More

    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

    Learn More

    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

    Learn More

    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

    Learn More

    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

    Learn More

    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

    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

    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

    Learn More

    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

    Learn More

    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

    Learn More

    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

    Learn More

    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

    Learn More

    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

    Learn More

    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!