Over on our Facebook page, I asked everyone what topic I should cover next in a video and/or blog post. The most votes were for planning tips, so here we go.
Over the years I’ve used many planners and have tried many types of inserts and systems. About a year or so ago, I found a system that worked for me and, except for little tweaks and experiments here and there, I’ve pretty much stuck with it.
So here are my top tips on how I found planner peace:
- I set up what I call my “Master Plan.” It consists of my top three goals, my recurring monthly tasks, my recurring weekly tasks, and my ideal daily schedule. I go in depth about this process in my last Goal Setting Series. This Master Plan guides all my planning, helping me stay on track with my goals and stay on top of my tasks.
- I preplan. This is a super close second when it comes to my best planner advice. Every weekend I preplan the week ahead using a weekly layout. I like seeing the whole week at a glance, which helps me make sure my tasks are distributed as evenly as possible throughout the week. Then every evening during the week, I plan out the details of the following day.
- I categorize my planning. My goals, my planning and my schedule are all categorized into three areas: work, biz, personal. Not only does this keep things nicely organized, but it helps me stay focused on one area at a time. Mornings are for work and those tasks, afternoons are for personal/family stuff, and evenings are for working on the biz.
- I plan first, decorate second. It’s so much fun to play with my planner, but I found myself spending more time looking for the perfect stickers than doing the actual planning. More than anything, my planner is a tool to help me get things done. So I’ve learned to plan first, then add the cute stickers as finishing touches.
- I always have my Frixion pen, my gray Mildliner and my UnDu close at hand. These three discoveries have been game changers for me. I am super neurotic when it comes to keeping my pages neat, so these three supplies help me keep my sanity. No more correction tape, no more scribbles, no more ripped stickers and inserts.
If you want to learn a little more about how this all looks in my planner, I’ll be posting a video over on my YouTube channel this week. Stay tuned!