Description
An annual planner for mapping your holiday, rest periods, training days, and working capacity so you can protect your time off before it gets filled with client work.
What’s included
- CSV template file (opens in Google Sheets or Excel)
- Annual planner mapping planned holiday, bank holidays, and training days
- Total available working days and monthly capacity target calculations
- Income protection planning section for slower periods
Who it’s for
Useful if you mean to take more holiday but it keeps not happening, or if you work through rest periods because you are not sure you can afford not to. Not useful if your income is currently too unstable to plan a year ahead with any confidence, in that case stabilising the pipeline is the prior problem.
If it works
If you plan the full year and share key unavailable dates with existing clients early, the holiday is more likely to actually happen. The capacity calculation usually produces a lower number of available billable days than people expected, which has implications for income targets and rate-setting.
Planning your holiday does not mean clients will respect it. You still need to communicate boundaries and enforce them. This planner does the planning; the enforcement is yours to do.
Before you download
- This is a CSV file. Open it in Google Sheets or Excel. It will not work as a document or a PDF.
- After downloading, you will find the file in your account under My Downloads.
- You are getting a licence to use and adapt this for your own work. You cannot sell, redistribute, or share it with others.
