Worksheet 25: Tracking Templates

Designing Clear and Simple Ways to Monitor What Matters

Purpose of This Worksheet:
Tracking helps your business grow with awareness — without the guesswork. Whether you're tracking money, marketing, energy, or outcomes, the key is simplicity and consistency.

This worksheet helps you:

  • Identify what’s worth tracking for your stage and goals

  • Create simple templates you’ll actually use

  • Choose formats that match your learning and working style

Instructions (Step-by-Step):

Step 1: Choose What to Track

🟩 Prompt:
What do you want to stay aware of — without becoming overwhelmed?

📌 Options to consider:

  • Revenue / cash flow

  • Client leads

  • Marketing efforts (e.g. posts, DMs, outreach)

  • Energy or wellbeing

  • Weekly wins / growth milestones

  • Offer conversions (inquiries → sales)

  • Social proof or testimonials

  • Podcast or email metrics

  • Time spent on key activities

✎ Circle or list your top 3–5 priorities:
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Step 2: Set the Tracking Frequency

🟩 Prompt:
How often do you want to check in on this data?

Area to TrackDaily / Weekly / Monthly?Notes / Tools to Usee.g. Energy & moodDailyUse emoji scale in journale.g. Client leadsWeeklyTrack on Notion or spreadsheet

✎ Fill in your list based on your capacity and goals.

Step 3: Choose a Format That Matches You

🟩 Prompt:
How do you best notice and work with information?

Style PreferenceFormat IdeasVisualColour-coded calendar, bar chart, mood trackerVerbalAudio notes, short journal entriesTactile / KinestheticPaper tracker, sticker chart, whiteboard check-inAnalyticalSpreadsheet, dashboard, automated tracker

✎ Based on your style, describe how you’ll track each area:
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Step 4: Create One Simple Template (Starter)

Use this basic table to build your first tracker:

DateMetric (e.g. Revenue, Leads)Notes / Patterns Noticed

✎ Print this, turn it into a spreadsheet, or adapt it to a whiteboard / tool.

Step 5: Define How You’ll Review + Reflect

🟩 Prompt:
How will you turn tracking into insight (not just data)?

📌 Options:

  • Weekly review ritual (e.g. Friday CEO Hour)

  • Monthly “tree check” → what’s blooming, what’s thirsty?

  • Quarterly reflection to review patterns

  • Coaching session review

✎ What’s your rhythm for reviewing what you track?
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Bonus Question:
What’s one thing you’re hoping to feel more clear about by tracking?

✎ E.g., “I want to trust I’m doing enough.”
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