Monthly Activity Calendar Planning Worksheet

Planning worksheet for activity directors to build a balanced monthly programming calendar across physical, cognitive, social, spiritual, and creative domains.

Planning Overview

• Planning Month
  Select any date within the month being planned. Use the first day of the month if that is your local convention.
• Community / Location
• Prepared By
• Planning Status

Program Balance and Goals

• Monthly Programming Goals
  Briefly describe the goals for this month, such as seasonal themes, resident interests, or focus areas.
• Engagement Domains Included This Month
• Balance Review
• Resident Interest Sources

Weekly Calendar Planning

• Weekly Activity Plan
• Special Events This Month
• Special Event Details
  Provide details only for the special events selected above.

Staffing and Resources

• Staffing Needs
• Supplies Needed
  List only the supplies needed for the planned month. Avoid unnecessary detail.
• External Partners / Vendors
  Include entertainers, community partners, or vendors if applicable.
• Estimated Budget
  Enter the estimated total cost for the month if your process requires budgeting.

Accessibility, Risk, and Communication

• Accessibility Considerations
• Communication Plan
• Risk or Safety Notes
  Document any safety considerations, supervision needs, or participation limitations relevant to the planned activities.
• Requires Additional Review

Approval and Follow-Up

• Approver Name
• Approval Date
• Approval Status
• Follow-Up Actions
  List any revisions, distribution tasks, or follow-up items needed before the calendar is published.