Category: Planning Process

Switching Planners FI
Switching Planners (without everything falling apart)

Switching Planners (without everything falling apart)

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One of the questions I get asked the most: “How do you switch planners without your whole life falling apart?”

“Playing with” planners has always made me happy, and switching planners makes me even happier. Something about setting up a new planner brings me a feeling of peace and accomplishment.

After a lot of thought, I identified five things that I do that make switching planners more fun and less stress. I hope you find it helpful!

 

The Summary:

  1. Stay in the same size and format and just switch covers.
  2. Maintain structured reviews.
  3. Leave your “old” planner set up.
  4. Use the same system in every planner.
  5. Keep long-term projects and plans in a digital calendar and/or planning app.
Benefits to Having a Planning System FI
Six Benefits to Having a Planning System

Six Benefits to Having a Planning System

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Now that you’ve seen the current setup and my planning system, I thought I’d share the top six benefits I’ve found in maintaining a planning system.

 

 

The Six Benefits, Summarized:

  1. Allows for flexibility in what materials you use to “hold” that system.
  2. Allows me to focus on completion rather than organization.
  3. Peace of Mind.
  4. Reference and Archival Purposes
  5. Fewer things fall through the cracks.
  6. Quick, custom access to what I should be doing and what I need to do it.

 

My Planning System FI
My Planning System

My Planning System

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You’ve seen my setup… now here is how the system itself works.

The system keeps things going smoothly and efficiently. Regardless of what inserts or what size or what kind of planner I’m using, my system is always the same.

In this video, I walk you through how all of the pieces of my planner work together to keep me organized and on-task.

 

If using your Daily Pages as an Inbox doesn’t work for you, BrandyMichellePlans has a great idea regarding an Inbox Notebook.

Collab w Kelsie FI
The Intersection of Pretty and Functional Planning

The Intersection of Pretty and Functional Planning

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I love collab videos! Kelsie at Kelsie.Plans contacted me via Instagram and asked if we could collaborate on the facets of functional planning. How could I resist?

Go watch Kelsie’s video for her take on how she makes her functional planning pretty, and check out her Instagram feed and her Patreon for more planner goodness!

Thank you, Kelsie!

Links to the shops I mentioned:

DIYFish on Etsy: https://www.etsy.com/shop/DIYfish

Chic Sparrow: https://chicsparrow.com/

PlannerChickDesigns: https://www.etsy.com/shop/PlannerChickDesigns

PlannerKate: https://www.etsy.com/shop/PlannerKate1

Chochoandmimi: https://www.etsy.com/shop/ChochoAndMimi

Marsia Bramucci: https://www.etsy.com/shop/MarsiaBramucci

PeanutsPlannerCo: https://www.etsy.com/shop/PeanutsPlannerCo

Why I Use Mo Wk Day FI
Why I Use Monthly, Weekly, and Daily Layouts

Why I Use Monthly, Weekly, and Daily Layouts

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Many of you have asked, and I’m finally answering!

For the way I plan, I need all three of these layouts; they work together in the same fashion that I approach projects.

The monthly view shows me an overview of several weeks and how the events that fall in those weeks fit together (or how I’ll have to force them to work together).

The weekly view shows me just the current week without any distractions from the prior or upcoming weeks. My weekly view has more detail than my monthly view.

The daily view zooms in even close to just the current day — no distractions from the prior or upcoming days and far more detail than my weekly view.

Here’s the video where I explain perhaps more clearly than I’m doing in writing (the allergies are melting my brain):