One of the most important parts of operating a business is managing its schedule. A monthly schedule template for Excel can help accomplish this by laying out all the important dates you have coming up. This can inform you of team meetings, project deadlines, and other significant events.
In this article, you’ll see how creating a simple monthly schedule using an Excel calendar template can clear the fog ahead and set you and your company up for ongoing success. In order to create a monthly schedule template, having a clear definition of what a schedule template is is a must.
What is a monthly schedule template for Excel?
A blank printable monthly schedule template is a simple, yet effective tool for laying out upcoming events, important dates, and project deadlines in a single place. The monthly schedule template allows you to plan for the weeks and months ahead so that you and your team members can stay on top of your workloads.
A typical Microsoft Excel or Google Sheets monthly schedule template will include an outline for each month of the year, either as a single worksheet or 12 individual worksheets. Each month is broken down into the days of the week, beginning with Sunday or Monday. There is also a space for writing notes in a side column, a built-in to-do list, and budget and task trackers.
Tracking events and schedules is a crucial part of running a successful team, but it also has specific benefits when it comes to project management.
Why use a monthly schedule template?
The role of the monthly schedule is self-explanatory: it provides you with a lay of the land, mapping out which important events and dates are approaching. However, it can also help you streamline project management, build harmonious team dynamics, and stay on top of client deadlines when used effectively.
69% of project planners claim that senior management values project management. Since time scheduling is a cornerstone of task management, the monthly schedule can be critical for hitting professional goals and efficient workflows.
The monthly schedule template for Excel divides months into weeks and weeks into days. Like a school calendar, it shows you all significant upcoming dates at a glance, but you can also zoom in and see what individual tasks you have on your plate each day.
With a monthly schedule template in place, you’re less likely to be blindsided by deadlines or meetings that could otherwise pass you by. You can set up a system of checking your schedule regularly, so you can have an eye on the big picture and ensure you’re on track to complete your long-term goals. It also helps you avoid getting bogged down in the minutiae of your day-to-day roles and responsibilities.
When you have a monthly schedule, you can share it with your team, so you’re all on the same page. Syncing up your calendars with the schedule, you can lower the risk of missing project deadlines as the responsibility is shared. 20% of work time is taken up by team collaboration, so it’s important that teams are equipped with tools to sync up their workflows.
Monthly scheduling templates likely look different from company to company, but it’s sometimes helpful to know what you need once you’ve seen some examples.
What are some examples of monthly schedule templates?
From marketing campaign scheduling calendars to templates for project deadlines, there are several ways you can go about creating your monthly schedule template. Let’s take a look at a few templates for inspiration.
1. Marketing monthly schedule template
Use the marketing monthly employee schedule to outline your strategy for each marketing channel you use. If you’re planning on pouring resources into social media marketing, for example, this template can help you allocate the necessary human and financial capital. It can also provide you with a means of tracking the timeline to completion on a month-to-month basis.
2. Meeting monthly schedule template
With the monthly meetings schedule, you can map out all of your upcoming meetings. A visual aid like this can serve as a useful reminder for what’s to come that you can check in on regularly.
Using it in tandem with automatic reminders is a powerful and effective way to stay on top of your work responsibilities. If you’re liable to forget a particular event, having it written down on a schedule like this and set up as a reminder is a surefire way to keep it in your mind.
3. Monthly schedule template for project deadlines
Deadlines can creep up on you if your focus lies elsewhere. It’s easy to develop tunnel vision while working on a single project. To ensure you never miss a deadline again, set up a monthly deadline tracking system like this one, and you’ll have a visual reminder of important upcoming due dates.
The above examples will certainly help you plan your monthly activities, but as far as customization goes or the ability to seamlessly include it in your workflow, you may feel limited. To edit events in real-time, tag coworkers, receive status updates on task progress, and keep all of your work in one place, you can turn to a monday.com template.
monday.com’s monthly schedule template
The monday.com monthly schedule template for Excel is simple to use and can streamline your efforts to organize your workload. With a template like this one, you’ll be able to stay on top of several projects consecutively, meeting deadlines and attending meetings punctually.
The template does all the heavy lifting for you, so all that’s left to do is enter information about your activities for each day of the week. That way, the upcoming month’s work won’t feel quite as overwhelming.
monday.com’s monthly schedule template is customizable to suit your needs. You can also use the monthly template from monday.com in tandem with the remote work and weekly schedule templates. Syncing up your schedule with those of your colleagues can make it easy to coordinate and collaborate on projects. The template is fully online so your team can add information in real-time.
The Work OS grants you access to effective project management solutions, which you can rely on for mapping out project milestones in a single interface for everyone to see. With the Work OS, teams can attach or link any work on the template to their workflows and tag peers to keep them in the loop.
monday.com has dozens of pre-built, customizable templates so teams can get started on workflows immediately. From content calendars to daily work schedules, let’s take a look at some other scheduling templates.
monday.com has a handful of related templates that can be used in conjunction with the monthly schedule template.
The content calendar template from monday.com provides a framework for all things content. With it, you can map out your content marketing strategy, including publishing dates, key deadlines, and relevant workflows.
When used with the monthly schedule template, the content calendar schedule can sync up your content-producing responsibilities with everything else you have on your plate. For example, calendar templates like this one can be shared with the sales and marketing departments to ensure a cohesive approach to content production.
Remote work schedule
The monday.com remote work schedule template allows you to manage a remote team or collaborate with coworkers even while you’re out of the office. The template lets you create tasks, delegate them, and then execute them all according to your criteria and timelines.
Daily work schedule
The daily work schedule template is the micro-level organization system to match the macro-level monthly schedule. If you have too much on your plate to cover in a monthly schedule, the daily work schedule can help you free up headspace as you list out everything on your to-do list for each upcoming workday.
Have some additional questions about schedule templates? We answer a few of the most popular questions below.
FAQs about monthly schedule templates
How do I make a monthly schedule?
To make a monthly schedule, download the monday.com Excel template, and add all the relevant information in the corresponding fields. If you have a meeting that takes place every Monday at 9 a.m., add that into the template to ensure it never slips your mind.
You can customize the monthly schedule to suit your needs and preferences, too. For instance, you could color-code every important due date to make it easy to identify looming deadlines.
How do you use a monthly planner?
You can use a monthly planner to organize information related to upcoming work-related tasks, meetings, and deadlines. To use it, gather all the necessary information about your work activities and duties for the upcoming month, and add it all to the spreadsheet. Once you’ve done that, you can tailor the monthly schedule to your needs. Make changes such as color-coding certain events or setting up recurring reminders to personalize the schedule.
If you’d like more customization options, monday.com’s monthly schedule template could be a good choice, as it allows you to easily adjust the layout of your schedule to your needs. Unlike a spreadsheet, you don’t have to worry about setting it up yourself — just enter your schedule information and you’re good to go.
Is there a monthly calendar template in Excel?
Yes, Microsoft Excel has a variety of pre-made monthly calendar templates you can use with different themes and styles. Alternatively, you can use monday.com’s customizable monthly schedule template if you don’t want to feel limited by your formatting options.
How do I create a rotating schedule in Excel?
To create a rotating schedule in your Excel monthly calendar, type in the names of your employees or coworkers in the first column. Next, using a code such as ‘M’ for morning and ‘E’ for the evening, map out employee schedules for upcoming shifts. You can make more sheets and copy the monthly schedule template for Excel if it stays the same for consecutive months.