In part one of the Creating the Planner that Works for You series, I asked you take some time to consider all the ways planners have NOT worked for you in the past. What was it about them that didn’t fit your needs? What parts of them did you never use? And on the flip side, what did work for you? Was there a part or a page or layout that spoke to you. Thinking about those things is step one, because when it comes to creating a planner that works for us, we don’t want to include those items that didn’t work, and we most definitely want to focus on what did work. Today, we’re going to look at how to decide where to start. The new year is almost here, and I know everyone is eager to get their planner started, so lets just jump on in shall we?
So we know what has and hasn’t worked for us in the past. We’ve taken a look at what the term planner really means,
A planner is simply a tool or system used to help you keep track of important dates and appointments, build or maintain routines, and make the best use of your time and energy.
Now it’s time to figure out where to start. Just as with any other system we use to organize our homes, work, and lives, a planner needs a good foundation to grow from.
Creating the Planner that Works for You
The best place to start is to ask yourself what you’re going to be using your planner for. The planner that works for us is one that will meet all our planning needs, so know what we need to use it for is crucial to finding the right one. Do you have to keep track of various meetings and appointments throughout the week? Are your days full of things that need to be slotted into different times? Are you a Mom who needs to keep track of your children’s sports practices and piano lessons? Maybe you need something you can use to not just plan your days or weeks, but that will also serve as a food diary, fitness tracker and meal planner?
Take a few minutes to jot down your answer to what you need your planner to keep track of. When we combine this list with the list of things that didn’t work and the list of things that did, we get a pretty good idea of what direction we need to move in.
What Should Your Planner Start With?
My recommendation is to start with a monthly calendar. Why a monthly calendar? Because they are the easiest, least overwhelming place to start. Having a monthly calendars allows us to keep track of so many things:
- other special dates
- important school days
- extracurricular lessons, practices and more
- vacation time
- travel arrangements
- and so much more
A monthly calendar lets us see what we have going on all month long, and for many people, this is all the planner they need. Personally, I use three calendars. Yes, you read that right. I use my 2 page per month calendars in both my planners. My small Arc Junior is what I consider to be my personal planner. The calendar I keep in there is my portable copy of our family calendar, and I like having that with me when I’m on the go. It allows me to easily make plans with friends, make sure that if I’m making appointments I’m not double booking myself, and just generally ensures that I don’t forget something. My large full size Arc book is where I plan out everything for the blog. I use the calendar as my editorial calendar to plan what to post, as well as keeping track of deadlines and other important things I need to do each month. The final calendar I use is our family calendar.
Now that we have a foundation, we need to figure out what else we need in our planners. How do we figure that out? Well, first take a look at the list you made at the beginning of this post. What do you need to use your planner for? If you already know that you have consistently busy weeks, then chances are you are going to need a weekly planner or weekly planner printables to go along with your monthly calendar. If you have consistently busy days with tons going on, or a lot of things you need to remember or stay on top of, then you might want to consider a daily planner page. If you’re not sure, this exercise might help.
- Print off a copy of the blank monthly calendar above.
- Grab the list of what you need your planner for, and think about a typical week looks like for you.
- Starting on the first Sunday write down what a typical week looks like for you. Don’t worry about fitting everything for one day into one box, use the whole column if you need to. Remember this is a typical week for you.
- If you need more room than one calendar box affords, then chances are you could benefit from a weekly calendar.
- If you used the whole column or almost the whole column, you might want to look into a 2 page per week or even a daily planner.
- If your typical week fits neatly into one weekly row then maybe you only really need a monthly calendar, depending on what else you want to keep track of.
Now that you have an idea of whether you need more than a monthly calendar or not, you can start searching online or in stores for something that might fit. I recommend finding some free printables and giving different options a test run before you either print out a whole year or go purchase a planner. For example:
Maybe your typical week fit neatly into one row, but you know that there are more things you need to plan for each week. Maybe you pair that one with a weekly to do list, or perhaps even a daily to do list. You may not need to plan out your whole week, but you do want to be able to stay on top of all your tasks. If you’re building your own planner you can always print a few weekly or daily planner pages to keep on hand for those inevitable times when life gets crazy. In search of the right weekly planner for myself I’ve created and shared many version here on the blog. Just check out the gallery below.
Or, if you think your weeks are too busy for a weekly planner, maybe a daily planner page would work for you? Print out a week’s worth of them and give them a try. See if you really do need them and use them. If they don’t work, you’re out a little bit of time, some paper and ink. At least you didn’t go buy a whole planner that is just going to be collecting dust or worse, frustrating you because it doesn’t work how you need it to. I don’t have as many daily pages but the ones I do have you can see in the gallery below.
I think this is a good place to leave it for today. I didn’t mean to write a whole novel about how to get your planner started. Here’s a quick recap:
- Jot down what you need your planner to do
- Start with a monthly calendar, this is a great foundation for building your planner off of
- Print out some weekly or daily planner pages, only enough for a week or two and take them for a test run.
Next time we’ll talk a bit about thinking outside the planner box, and I’ll be giving you a peak at my current planner system, and I’ll share what is and isn’t working. But for right now, have some fun playing around with different options. And please don’t feel like you have to just use what I have available, there are MILLIONS of planner printables out there that you could try. Spend a little time surfing the web, or hop down to the bottom and check out my Planner board on Pinterest.
Do you have any questions or something to add to the conversation? I’d love to hear from you!
Creating the Planner that Works for You Series
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