Archive of ‘Planning’ category

Discbound Planners 101: How to Get Started Using a Discbound System

How to Get Started Using a Discbound Planner System

Discbound Planners 101: How to Get Started Using a Discbound System

For quite some time now, my planner binding method of choice has been the discbound system. If you are not familiar with the disc binding concept, it is similar to the idea of a spiral notebook, but instead of a solid metal spiral holding the notebook together, you have metal or plastic discs that can pop in and out of a cover. These discs being removable means that you can add and remove paper to your disc bound system as you like, so long as the paper has been punched with a disc binding punch. I love the custom planner I created with the help of the discbound systems, so today I would like to share some key information and resources with you to help you get started creating your own custom planner system using discbound notebooks and binding accessories.

The BEST Features of a Discbound System

1. Customization: The main reason I love using a discbound system as my planner is because it is completely customizable. I can create my own custom planner inside the binding and add and remove items on a whim. I find the disc binding to be very secure, but also easy for you to add and remove elements at the same time.

2. Interchangeability: The next feature I love about discbound system is that they are interchangeable for the most part. Below I will outline some of the most popular discbound planner systems to give you an idea of the options available, but with each system the discs, refills, accessories are interchangeable so you can pick and choose what you want to use from one collection or another to build your perfect system.

3. Flexibility: The final feature I love about discbound systems is that they fold over onto themselves like a spiral bound notebook. I love this flexibility because I am someone who does like to fold a notebook over to write. Although my personal discbound planner is kept inside a notebook cover, I frequently remove my planner portion from the cover to write in it, and of course I fold the system over like a notebook when I do!

The Most Popular Disc Bound Systems

As I mentioned earlier, there are a number of discbound planner systems out on the market currently. Here is a list below with clickable links to help you browse some of the most popular systems to find the right elements to help you build your perfect system.

1. Arc from Staples

2. Levenger Circa

3. MAMBI Happy Planner from Michael’s, Hobby Lobby etc.

4. TUL from Office Depot

5. IQ 360 from Walmart

6. Martha Stewart for Avery from Staples

Disc Bound Planner Essentials

1. Discs: The major element of a discbound system are the discs themselves. Across the different branded systems you can find a variety of sizes, colors and materials like plastic or aluminum.

2. Front/Back Covers: Each different branded system for discbound has a variety of different binding covers from thin plastic covers that make simple notebooks to thick leather covers with built in organization elements. Even Etsy and Amazon sellers now make personalized or custom covers for discbound systems, so you can find a style that fits your personal preference.

3. Punch: Of course, if you are interested in creating a customizable system like me, you are going to need to get a discbound punch. I recommend getting one from the system you use most. I personally use the Arc version and love it because although it is a bit larger, it has wonderful guides to help you punch a variety of sizes of paper.

4. Inserts/Refills: Another very necessary element of a discbound system are the inserts or refills you use. Now, as you may already know, I use the Functional Planning Bundle of inserts from my own shop to create my planner system, but most of the major brands also sell calendar, project planning and note taking pages and refills, so if you are not into creating a custom planner with printable inserts like I do, you do have some options. More and more, however, I see that sellers on Etsy are also giving the option to purchase pre-printed and pre-punched discbound compatible inserts, so you have that option as well. You could also use another set of inserts and punch them with your discbound punch as well, if you are looking for something very specific that might not yet be available. I’d recommend checking on size compatibility for your inserts with the system you are using before proceeding with this option.

5. Notebook Cover: Although there are a variety of discbound system covers as mentioned earlier, I also use a leather notebook cover to protect my system. My cover comes from Gigi New York, and is no longer available, but I have also removed the rings from a Filofax to create a cover for my discbound system and with some searching, you can find other notebook cover options online through places like Amazon and Etsy.

How to Create a Custom Planner with the Disc Bound System

If you are interested in a creating your own custom planner using the discbound system, here is a video tutorial I created that walks you through the very simple process. Definitely check out this video and the links I’ve left in this article to help you find the different elements of your ideal planner system so that you can build a planner that is all your own and custom to your needs!

I hope this information has been helpful to you as you evaluate the discbound planner system for yourself. If you have any other questions about the system, feel free to leave me a comment and I’ll do my best to help you get the information you need to create your perfect planner system!


My Current Favorite Planner Supplies

My Current Favorite Planner Supplies

My Current Favorite Planner Supplies

As a frequent planner user, I find that I am always changing up little bits of my system from my planner cover, to my inserts and of course my many planner supples and accessories! No matter how much I change up, however, I always find that there are a few favorite planner supples that I rely on over and over again. If you watch my YouTube videos on planners or follow me on Instagram, these may be items you see frequently inside my planner, so if you’ve ever wondered what they are and where you can get your hands on them, here is a quick reference list for you!

  1. Staples Arc Customizable Durable Poly Notebook: If you’ve seen any of my planner set up videos from recent years, you know that I use and love the Staples Arc Discbound system of notebooks to bind my planner inserts. I use one of their standard black notebooks, remove the Arc notepaper and add my own Charmed Life Planner Inserts and then this simple, lightweight notebook cover slips inside one of my planner covers for extra security and functionality.

  2. Russell+Hazel Sticky Notepad Set (Marble): I am a sucker for sticky notes AND marble print, so when you combine those together, it’s a no brainer for me. You’ll always find a number of these throughout my planner pages with extra notes, details and phone numbers and I like to keep a stack of them in the back of my planner inside a zip pocket so I have them with me on the go as well!
  3. Sweet Water Decor Boss Lady Pen: I feel like the pen you keep in your planner is a major choice. Not only does it need to write well and be the proper point width for your writing preference, but I think it also needs to look good. I love this beautiful turquoise Boss Lady Pen because it fits with my branding and I love the extra reminder in my planner that I am in charge of my life, business and plans!
  4. Post It Notes 1.5″ x 2″: Like the marble sticky notes, post-it notes are a frequent supply found in my planner, but specifically I love the 1.5″ x 2″ size because its compatible with the vertical square boxes found in many planners like the Erin Condren Life Planner, MAMBI Happy Planner, and of course, my Charmed Life Planner! These little sticky notes fit perfectly in my planner columns so they integrate nicely for adding notes to my days without using a huge post it that takes up space across numerous days.
  5. Empire Building Favorites Notebook: Along with my discoid planner, I like to keep a spiral notebook in my planner cover for extra notes that may be more permanent or need to be referenced again in the future. But I’m soo picky when it comes to notebooks, I always want that perfectly inspiring quote on my cover with the perfect chic blend of my favorite colors and patterns. Which is why I end up designing my own! Yep- this lovely notebook has a cover designed by yours truly, so if this check list of my favorite things resonates with you, definitely check it out!

I’d love to hear about your current favorite planner supplies as well, so please make sure to leave me a comment below and let me know what you love to use in your planner!




How Many Planners Should I Use?

How Many Planners Should I Use to Optimize Productivity?

I’m always surprised that one of the most frequently asked questions I receive from my community revolves around how many planners one should use to optimize their productivity. To me, the answer is pretty obvious, but I think within the planner community there are so many options for planners and different uses for planners that many of us begin to suffer from shiny object syndrome and want to use all the planners and have a dedicated planner for different aspects of our lives. The thing is though, we all have the same 24 hours in a day and we all have just this one life right now to plan for, so separating aspects of our lives into multiple different planners seems counterintuitive to me.

Check out my recent video on the topic linked above and make sure to subscribe on YouTube for more!

The rule I like to use is one planner, one life! That’s right! I think each of us only needs ONE planner to get the job done, organize our schedule and keep on top of our tasks. Why? Well, I think it’s important to keep all of our information for what we need to do and where we are expected to be in one place. When we separate out our calendar or our tasks into different planners we end up only seeing one portion of our life and obligations at a time, thus missing the big picture. This can cause us to overload our schedule with too many tasks or appointments, since we don’t see a full picture of our days, weeks and months. I think many of us already struggle with putting too much on our to do lists, so streamlining into a single planner system, if you are using multiple planners, should help you get more realistic with the expectations you set for your day.

Now, I do believe their are circumstances where using more than one planner is reasonable. If you are someone who works outside the home and your work stays at work, clearly separate from your personal life, then it makes sense to me to have a second planner for your job that you leave at work! This also stands in the event that you have a job where you keep sensitive information or appointments regularly and may need to keep a separate work planner for legal or privacy reasons. I also believe you can use more than one planner IF you get clear on the difference between a binder and a planner. Now, for example, I use a Filofax binder to house my planning system, but you could use a Filofax binder as a journal or to store reference information- it doesn’t just work as a planner cover! So, if you are using more than one binder and one is dedicated to your schedule and tasks, and the others are being used to house specific information or for other purposes, than using more than one is fine. The point is just that you don’t want to separate out information that pertain to your schedule and tasks because it will ultimately overwhelm you to have that information in more than one place.

I know many people bring up the fact that they use more than one planner because they like to use a smaller, more compact planner to travel with outside the home or work, and they might use a larger desk style planner to stay at home. To me, this scenario is baffling because ultimately you are duplicating information which isn’t optimizing your work, just causing you to do more! If you are someone who needs a smaller planner to travel out and about with, my recommendation would be to then keep your schedule and tasks in the smaller planner, and then use the larger binder for extraneous information that you don’t need away from the home or office. Yes, using a smaller planner may mean you can’t store a full year of inserts at one time, BUT ultimately, I believe it will help you to see the bigger picture on your short term items so that you are keeping on top of your schedule and tasks.

If you are using a single planner system and still struggling to get your schedule and tasks organized, I have a great FREE resource you won’t want to miss. I have created a Functional Planning eCourse that will teach you the ins and outs of my Functional Planning process and how to make the most of the 24 hours in your day with just one single planner! Click here to sign up for the FREE eCourse which will be delivered by email on a weekly basis!

So I hope this gives you some food for thought if you are wondering how many planners to use. Of course, I am not the be all and end all on this matter, so if you are using more than one planner successfully outside of the scenarios I discussed, let me know how you manage it and what systems you are using.


FREE May To-Do List, Dashboard & Tech Wallpapers Are Here!

May 2016 Freebies and Downloads

Your May Tech & Planner FREEBIES are ready for download over on my shop!

I hope you all have a wonderful end to April & a fun filled May to come!


Spring Cleaning Your Planner: Clean or Replace Your Binder

Spring Cleaning Your Planner: How to Safely Clean Your Binder or Replace It!

Spring Cleaning Your Planner

Happy April Planner Friends! Well- I am officially back from my Entrepreneurial Spring Break and now that it’s over all I want to do is fill my planner with new ideas and inspiration to carry me through the summer. While I was on spring break, I did some decluttering around my home, sent a bunch of clothes to goodwill, and gave away some of my unused accessories to family members. I really wanted to do what I could to make room and pass on what I could from my life, primarily to show gratitude for many wonderful blessings that have come into my life recently, but also to keep myself in balance. Balance for me is one part streamlining of what I already have, and another part planning for what’s to come. So, in that spirit, the time has come to Spring Clean my planner as well! While I am going through this process, I thought that I would share some ideas to help you spring clean your planner as well! So, this topic is going to be a 10-part series during the month of April, BUT you can come back to this series or use these ideas year round to help you reset your planner when you need it. I hope you enjoy the series and that you will come back to my site often this month to see it unfold! Feel free to share and posts you particularly enjoy as well- that would be lovely!

Part 1: Clean or Replace Your Binder

Depending on the age and wear of your planner, one of the quickest ways to spring clean it is to literally give it a good scrub or replace it altogether. Many of us in the planner community see our planners as an accessory, not just a productivity tool, so keeping our binders in good condition or swapping them out for the season is reasonable. Here are some helpful tips to get you started.

How to Safely Clean Your Planner

Correctly identify the fabric of your planner: Depending on the type of fabric or material used for the interior and exterior of your planner, you will use different cleaning products. Make sure to identify each material by checking and labels or paperwork that came with your planner, or by contacting the retailer directly. If you aren’t 100% sure of the material, I wouldn’t risk damaging it by using a product made for a specific material, however, a mixture of warm water and mild soap are a safe bet if you just can’t find the information. For any product you use, make sure to spot check the formula in a small, hidden area of your binder to ensure it does not do any damage or cause the color to run or fade.

Find the trouble spots: Before you begin cleaning your binder, I recommend assessing the damage and determining if there are any trouble spots. Cleaning up your binder is one thing, but dealing with specific stains is another. Don’t proceed with cleaning your binder until you have given it a once over and checked or any trouble spots like pen marks, stains or areas of rust/oxidation on any metal pieces. You will want to address these issues first with spot treatments specifically tailored to your binder material and the trouble spot. There are many different stain specific products available to help you spot treat your binder, like these.

Empty your planner: This may seem obvious to some, but remember to empty out your planner before you begin cleaning it. Check through and pockets and zippered areas and ensure everything is removed so you can get down to work!

Use a light touch: Whenever I’m cleaning any of my accessories, even my planners, I like to use a light touch so I don’t damage the item. You can always go back over areas with heavy build up if you are too gentle on a first pass, but if you are too rough you can do irreversible damage. Just be smart, work gently in small sections and don’t rush!

Let it dry: Once you’re done cleaning your binder, make sure to give it time to dry. Leather and faux leather binders tend to dry in a few hours, but if you have a cloth planner that required more product to clean, let it dry overnight before returning paper to it just in case! We wouldn’t want to ruin our inserts now would we?

If you’d like to watch my cleaning process, check out my 2017 Planner Setup Video where I give my leather binder a thorough clean at the start!

Replacing Your Binder

Of course, if you don’t simply want to clean your planner and want to replace it altogether- that’s a legitimate option. If you’re looking for something new, think about whether you want to swap your style or your entire system! It’s easy enough to swap one 6 ring planner for another in a coordinating size, but its a little more involved if you want to change from a ring bound to a travelers notebook style, for example. To get some great inspiration for your next planner purchase, check out my Planner Resource Guide Post on Picking a Planner! It covers some great basics for what’s available planner-wise to get you thinking about your needs.

I’d love to hear about your experience with cleaning your planner or picking out a new one for the season! Feel free to share your favorite products or planners down in the comments and be sure to share this post if you found it helpful!


MARCH FREEBIES: Dashboard, Monthly To Do List & Wallpapers

NEW January Planner Printables You Won’t want to Miss

MARCH FREEBIES: Dashboard, Monthly To Do List & Wallpapers

Let’s get our March planning started with some free printable planner inserts and new calendar tech wallpapers, shall we?

March 2016 Free Tech Wallpapers


Of course, I love to see pictures of your planner inserts and wallpapers at home on your planners and tech gadgets! If you share a picture, please use #CharmedGTD so the whole community can see your setups and of course tag me @MissTrenchcoat as well in your pictures on Twitter & Instagram!

Happy March Planning!


How to Use Functional Planning for a Busy Work Week

How to Use Functional Planning for a Busy Work Week

How to Use Functional Planning for a Busy Work Week

For the last few weeks, I have been prepping for the upgrade launch of my new webinar ENTREPRENEURSHIP IS THE NEW BLACK, so naturally, I’ve had quite a bit to handle and very little room to waste time. So, of course, I’ve been using my functional planning method inside my Charmed Life Planner to ensure I have a game plan for each day. Yesterday on my YouTube channel, I shared a video walking you through how I functionally plan during busy work weeks. The video gives you a birds eye view of my planning process and thought process for how I will lay out my tasks for a full week. Now, if you are familiar with my functional planning process, you know I don’t normally lay out all my plans for a full week at one time, I prefer to take it day by day, but during busy weeks I find it necessary to lay everything out so there is no room for error. That doesn’t mean that I don’t allow for wiggle room in my schedule, just in case, but it means that I’d prefer to walk into my week with it set up for me to just knock out tasks and projects without having to plan and replan on the daily.

If you haven’t watched the video yet, I recommend checking it out! The following are some major points that the video covers if you want a summary of what you will see:

• Functionally Planning for a whole week begins with setting my Top 5. These are the 5 projects I need to complete or make progress on during the week because they are priority items.

• Next comes the Secondary or “Other” to do list. Of course, there are always tasks outside of my Top 5 that need my attention during the week and listing these out keeps me on track so I don’t forget anything else that may be important. Although these tasks may not be part of my highest priority projects, I do make an effort to complete as many as possible.

• Daily Top 3. In order to functionally plan and create mental focus for my workday, I set a daily top 3. These are 3 individual tasks that are the highest priority for the day. Generally these are project based tasks that must be completed in order for me to move on to future tasks in a project, but they can sometimes be tasks from my secondary to do list as well.

• Organize special information in open boxes. The Charmed Life Planner layout that I use for A5/Half Letter includes a blank open space at the bottom of each daily list. I use this space to break down special information, lists or project details that belong together. I find this is the best way to ensure I keep relevant information in the same place for tracking and completion.

• Build in white space. You will notice in the video that I do not fill up every inch of my planner before the week begins, I like to leave white space for me to add other information that may pop up during the week. I also make sure to balance my top 3 list so that I am mixing more time consuming tasks with some easier “lay-ups” as we can call them. This ensures I don’t over do it with my top 3 and end up with too much on my plate.

• Other weekly prep. In the video I also explain another weekly prep ritual I’ve been using, especially during busy weeks and that is meal prep. I will prep my lunches and dinners for the week ahead so I don’t need to think about them during the work week when I may be too busy to bother with cooking. It’s too easy for us to just autopilot to take out or skipping meals when we are busy and a bit of meal planning and prep before the week begins is the perfect solution.

I hope you enjoy the Plan with Me and my functional planning process. I’d love to know what you thought of the video and what points stood out to you. Let me know in the comments below!


February FREEBIES: Dashboard, Monthly To Do List & Wallpapers

NEW January Planner Printables You Won’t want to Miss

February FREEBIES: Dashboard, Monthly To Do List & Wallpapers

Let’s get our February planning started with some free printable planner inserts and new calendar tech wallpapers, shall we?

Of course, I love to see pictures of your planner inserts and wallpapers at home on your planners and tech gadgets! If you share a picture, please use #CharmedGTD so the whole community can see your setups and of course tag me @MissTrenchcoat as well in your pictures on Twitter & Instagram!

Happy February Planning!


How to Break Down a Goal into a Project With Your Planner!

How to Break Down a Goal into a Project with Your Planner

How to Break Down a Goal into a Project With Your Planner!

Since we are now in the very beginning of January and I know many of you are probably pondering resolutions for the year as well as any projects and other goals you want to accomplish throughout 2017, I thought now would be the perfect time to share with you all my project planning and goal tracking process. As you may already know, I currently use my A5/Half Letter Charmed Life Planner inserts in a disc bound system to house and organize all my plans, projects and goals for the year. You may even be familiar already with my printable project planning bundle that I sell in my shop and designed specifically to help myself (and others!) outline and monitor their projects in a productive way. If you haven’t seen my project planning bundle yet, feel free to check it out for yourself.

Now, when it comes to projects and goals, I think people tend to approach each of these items differently because they do tend to be different in nature. When it comes to projects, I view them as a collection or series of tasks necessary to complete in order to come to a desired outcome. In my opinion, projects usually arise as a result of external factors in our lives that prompt us to undertake these tasks. For example, you may find that the majority of your projects come from places like work, your household or even community needs. Since projects are often externally driven, I believe that we often feel a lot of pressure or stress to complete these tasks because usually someone other than ourselves is counting on the completion of the project. Goals on the other hand are things we as individuals work towards with the hopes of accomplishing. I find that goals are usually internally driven and very personal in nature and because of this, I believe we often put our own goals aside or on the back burner to other projects because the completion of our goals only affect us on a personal level. Therefore, I find that goals are usually the first thing to fall to the wayside when life gets busy because they can sometimes feel like something of a selfish pursuit. The truth of the matter is, that both projects and goals should be approached with the same system of organization in order to identify, plan and execute them to completion. No matter whether you are working on a project for work or trying to reach the goal of running a marathon, the same basic planning structure applies and neither a project nor a goal is any less valid no matter the factors surrounding it’s existence!

Okay, so let’s move on to the nuts & bolts of my project planning system. This isn’t any sort of revolutionary system by any means, and I certainly can’t take credit for doing anything other than developing it to fit my own needs, but it does work very well for me, and I thought if it works for me, it could work for you!

The Process

Step 1: Brainstorming

Brainstorm with sticky notes

The first part of my project planning system is brainstorming. This shouldn’t be confused with brain dumping, because in a brain dump you are simply moving information stored in your mind onto paper (or another trusted input system) in order to store the information, reflect and review later. Brainstorming is like the opposite of a brain dump, because with a brainstorm you start with an empty mind and actively populate ideas. In order to do so, it can often help to first complete a brain dump so that your mind isn’t focused on holding on to any other ideas or plans already stored there, and you can focus simply on the act of creating ideas.

Tip 1: Define your problem

When you begin a brainstorm it is important to ask yourself what you are trying to achieve or what problem you are trying to solve. You need to be specific here and think about the who, what, where, when, why and how of your problem so that you can approach it from every direction.

Tip 2: Envision the ideal outcome

When brainstorming, it is important to know what the ideal outcome is for your problem. We are talking best case scenarios only! Don’t negotiate your ideal down to something diluted, but focus on exactly what it is that you want to happen. Don’t be afraid to dream big. As one of my favorite quotes says “Reach for the Stars, for even if you fail, you’ll land amongst the Heavens.” When you are brainstorming it’s a great idea to think like an overachiever! I follow this rule of thumb myself and I never fail to produce great things even if I don’t quite make it as far as I dared.

Tip 3: Track all thoughts

Start writing down any idea that comes to mind, no matter how small, how right or how wrong it sounds. I suggest doing this with sticky notes or index cards, because these will help you to organize all your thoughts later.

Tip 4: Brainstorm early & often

It’s never too early to brainstorm solutions to a problem that may have just arisen or even to brainstorm solutions to problems that you are anticipating. The more time you spend brainstorming and the more sessions you undertake, the better your ideas will get and the more prepared you will be to undertake the project!

Step 2: Organizing plans and ideas

Brainstorm Board

Once you have spent a sufficient time brainstorming, it’s time to organize your ideas! If you used sticky notes or note cards as I suggested, this process will be easier for you, but make sure to keep a few extra supplies around because you may still have some more though processing to do!

Tip 1: Lay it all out in front of you 

Literally, lay all your cards with ideas and plans and information in front of you and take a good hard look at everything.

Tip 2: Discover the Hierarchy of Ideas

Once you have spent time reviewing your ideas, you will start to notice a natural hierarchy of ideas emerge from your notes. You will see ideas you like, ideas you don’t like and you can begin the organization process by grouping these items into a logical order. Ask yourself as you do this if you see any gaps in information, if so, pull out another sticky note or index card and fill in the blank!

Tip 3: Do not discard any ideas

It is very important that during this process you do not discard any ideas, no matter how bad they may seem. Why? Sometimes good ideas can spring forth from bad ideas. Often time I find that by looking at the wrong answer, your mind naturally comes to understand what the right answer is, almost like a process of elimination. When you know what doesn’t work, you have eliminated a possibility and can therefore focus on what does work! Another reason to keep around those seemingly bad ideas is because although an idea may be bad for one project, it may actually work for another or give you a great idea for a totally different project. While you’re brainstorming, you seriously have no clue what is going to pop up but your brain gave you the idea for a reason, so give it some time before you decide that it’s not worth pursuing.

Tip 4: Give your ideas time to process

Project planning and organizing ideas isn’t something that should be rushed. I say to brainstorm early and often for a reason, because thoughts need time to process and stew in your mind. Even after your ideas have been organized into their proper hierarchy and gaps have been filled, you still never know what inspiration is going to pop up once you give your ideas time to grow. So, how do you know when you have given enough time to your ideas so you can begin to project plan? Well, I find that there are two things that happen to me when I am ready to move on to the next phase in this process. First off, I find that I begin to feel confidence in my ideas. It’s like a gut check with me, if I feel uneasy with my ideas, they need more time, but if I start feeling confident and excited, I know it’s time to move forward. Finally, when I begin to see that my ideas are following a very logical order, I know it’s time to move on because my ideas make sense, and that is really what you want from this process.

Step 3: Planning

Printable Project Planning Page with Notes for Your Planner

Once your ideas are in order, you can proceed with the actually planning portion of the project planning system. Novel, ain’t it?

Tip 1: Process your ideas into actions

Once you have all your good ideas in front of you, you need to process them into actual actionable items. After all, a project plan is nothing if you don’t have actions associated with your ideas.

Tip 2: Fill out a project planning page

I like to keep track of my projects with a project planning page because it provides a nice overview of your project at a glance. The project planning pages I use come from a set on my shop that are sized for a Filofax, either personal or A5! The project planning page houses all the important information regarding the project.

Tip 3: Note deadlines and timeframes

On the action list of the project planning page, I make sure to note deadlines for tasks as well as provide a general time frame for their completion. This helps me when it comes time to undertake a task to understand the time commitment required.

Tip 4: Keep track of resources

When it comes to project planning, we often need outside resources or other materials to reference in order to complete tasks. The project planning pages I use have a special section for this so I can list out everything I need to reference or anyone I need to contact or work with to complete tasks.

Tip 5: Move projects to the Yearly tracker

My project planning bundle also includes a yearly tracker broken down by month of the year as well as spaces for short-term, mid-term and long-term goals. I consider a short-term goal to be something that can be completed in 1 month, a mid-term goal to be something I can complete in 1-3 months and a long-term goal to be something I need 6 months or more to complete. Once my projects are outlined in the project planning pages, I move them into my yearly tracker in their appropriate time frame so I can see everything I have going on in my life, project wise, throughout the course of the year.

Step 4: Implementation

Printable Yearly Goal Tracker to Manage Projects in Your Planner

Once your project or goal is planned out and organized, the most important part is still ahead of you and that is actually getting things done!

Tip 1: Schedule action steps into your calendar

I use a specific month at a glance insert to track my project tasks. This page (which is available alone in my shop or as part of the project planning bundle) is broken down into two parts. On one side of the page are the days of the month listed out one per line, and on the alternate side is a column of task boxes. I use the dated side to track tasks that have a specific due date or deadline and the side with the check boxes to list out all other tasks that belong to that month. That way when it is time for me to work on a project, I have a list of my next actions ready to go and I don’t have to spend any extra time looking up what I have to do! When an item is completed from this list, I check it off on the monthly page as well as on the project planning page.

Tip 2: Transfer tasks to a weekly or daily spread as needed

Sometimes tasks are very important and I need to make sure I don’t miss them, so I will move them onto my weekly pages to ensure completion. This is just an additional step I take that helps me to plan my workload for the week. Normally I will either add these items to a specific day that they need to be done on or leave them as a general task to be completed at some point during the week. Either way, having it front in center on my weekly view keeps it on the top of my list!

So that is my project planning and goal tracking system in a nutshell. This is quite a long post, so I won’t keep you any longer. If you didn’t happen to make it through the whole post, don’t worry, I did make a YouTube video on the subject as well to go along with this post in case you preferred to watch me in action instead of read a long form article!

Helpful Reference Links & Videos

YOU GOT THIS: A Strategic Goal Setting and Planning Guide to Help You Achieve Your Goals and Organize Your Life!

Printable Project Planning Bundle in A5 and Personal Size

Planning for Success Master Class 

How to Set Goals for Your Best Year Yet

How to Set & Achieve Your Goals

My Project Planning and Goal Tracking Process in a Filofax

2016 Goal Setting & Execution | YOU GOT THIS

How to Set Goals & Achieve Theme | The 4 Stages of Practical Goal Setting

 How I Visualize and Manage Projects with My Brainstorm Board

I hope this post was informative for you and if it was, please make sure to share it on your social media accounts!


A Simple Guide to Planning Your Purchases for the Year

A Simple Guide to Planning Your Purchases for the Year

A Simple Guide to Planning Your Purchases for the Year

When it comes to yearly planning, I think one major area of our lives we often forget to include are our yearly purchases. If you’re like me, I tend to buy things as I need them and find it hard to plan purchases ahead of time, especially for the whole year, but we all know that there are just certain times that are better for buying different things because prices can fluctuate throughout the year. If we can do a little bit of planning and put some forethought into certain purchases we may make during the year, however, we can end up saving ourselves a good amount of money. So I’ve put together this simple guide by month to help you map out purchases you may need to make during the year.

Yearly Purchase Planning: The Best Time to Buy During the Year

January: Bedding, linens, and mattresses

February: Winter clothes and women’s gifts

March: Cleaning supplies

April: Home goods, dishware and vacations

May: Summer and vacation/travel essentials

June: Gifts for men

July: Summer clothing

August: Outdoor and garden supplies

September: School and office supplies

October: Homes and home appliances

November: Electronics

December: Holiday decorations, vehicles and stationery

Obviously, this list is not extensive, but it’s a great way to start planning for purchases you may need to make. Obviously, in terms of seasons, this list is partial to the northern hemisphere and particularly towards US holidays, but if you have any other tips or purchases you are thinking about this year that you’d like feedback on, leave a comment down below!


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