#planner 101

Step 1: Choose the Right Planner for You

There’s no one-size-fits-all approach. Ask yourself:

Do you prefer digital or paper?

Do you like daily breakdowns, weekly views, or monthly overviews?

Do you need portability, or do you keep your planner on your desk?

Don’t be afraid to experiment until you find the format that clicks. It should feel like an extension of your brain—not a burden.

Step 2: Define Your Planner’s Purpose

Be clear about why you’re using a planner. Is it to:

Track appointments and deadlines?

Manage projects or business tasks?

Build habits and routines?

Prioritize self-care and mental wellness?

All of the above?

Once you define the purpose, you can design your layout accordingly. This step prevents overwhelm and helps you stay focused.

Step 3: Create Your Core Sections

Every effective planner has key sections that reflect your priorities. Here are a few you might include:

Monthly Calendars: For long-term planning and key events

Weekly Spreads: For mapping out tasks and routines

Daily Pages: For detailed to-dos, time blocking, or journaling

Goals: Break big dreams into achievable steps

Habit Trackers: Build consistency, one day at a time

Notes/Ideas: Capture inspiration when it strikes

Only include what you’ll actually use. A bloated planner can quickly become a dusty one.

One of my daily spreads that helps me keep my day on track and aligned with my overall goals:

Step 4: Customize with Intention

This is where your planner truly becomes yours. Add:

Color coding or labels for quick reference

Stickers or washi tape if you’re creative (and motivated by visuals)

Tabs, bookmarks, or dashboards for easy navigation

Inserts or templates that reflect your lifestyle—like meal planning, finance tracking, or project management

Customization isn’t just for aesthetics—it boosts usability.

One of my favorite custom spreads:

Step 5: Set a Planning Routine

A planner only works if you use it. Set aside time regularly to:

Review your week every Sunday (or your reset day)

Check-in each morning to adjust tasks or priorities

Do a monthly reflection to reset your goals and intentions

This habit turns planning into a rhythm, not a chore.

Step 6: Give Yourself Permission to Adjust

Your life changes. So should your planner. Don’t be afraid to revise your layout, simplify sections, or even switch systems if something’s not working. Flexibility is the key to sustainability.

Final Thoughts

A well-set-up planner doesn’t just organize your time—it helps you own it. Whether you’re juggling multiple roles or simply trying to stay sane in a busy world, your planner should serve you.

Remember: It’s not about having the perfect planner. It’s about creating a space that supports your unique goals, pace, and priorities.

So take a deep breath, grab your favorite pen, and start building a system that lets you thrive.

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