Tuesday, March 22, 2016

2016 Essential Daily Planner by Productive Flourishing

Disclaimer: This planner was provided to me as a gift to thank me for years of support of Charlie Gilkey, his planners, and his website Productive Flourishing.

I've been a big fan of Charlie Gilkey's Productive Flourishing website (which has super-mega advice for entrepreneurs, freelancers, and creative people) and his excellent planners for a long time now, so I was very excited to get this new planner! Charlie's downloadable free planners are famous for helping folks manage their multiple projects. This new planner, the Essential Daily Planner, is a fantastic addition to the Productive Flourishing planners lineup.

The Essential Daily Planner takes a lot of the concepts from the Productive Flourishing planning methods and bakes them directly into the planner. These concepts are then printed and assembled into a planner that will be your personal assistant, life coach, and project manager all in one.

Charlie does a run-through video of the planner and explains the concepts behind it on this page. Take a look at that, then come back for more details on the planner itself.

The planner measures about 8 by 5 inches, so it's portable and easy to keep with you all day. The easier it is to access your planner, the more you will use it. (And you need to use your planner often for it to be effective.) The spiral binding allows the planner to lay flat on a surface or fold back on itself for compact use.

I'll walk you through the planner to show you all the features. The front cover is laminated for a sturdy, wipe-clean surface that can keep up with your life. The plastic coil is sturdy and flexible.


The first page has space to write your contact information just in case you lose your planner:


The first two-page spread (which I won't show you) gives you tips on how to use the planner, how to plan from the big picture down to daily details, and several online resources for more help and information on planning and productivity.

Next are some very handy annual overview and quick-reference pages, right at the front of your planner where you can find them easily:


Next is a two-page spread for more contacts. This is a great place to capture those frequently used contacts as a backup for your phone.


Now we start getting into the real meat of the planner. The Annual Strategic Planner gets you to think about what you want to accomplish during your entire year. It gives you spaces to break down goals and steps by month, and lots of space for notes.


Next is the Quarterly Planner, where you take those monthly goals from your Annual Strategic Planner and work through the details of what you want to accomplish each month. These pages give you plenty of room to brainstorm your Objectives, Milestones and Benchmarks for each month plus more space for notes.


After the Quarterly Planner comes a monthly overview for January. Right at the top of the page is a space to write your Monthly Objectives, so you can keep them visible all month long:


After the month overview come the weekly pages for January. On every weekly spread there is a nice big space for your Weekly Objectives. These will flow from your Monthly Objectives, and will be those actionable tasks that will get you to your goals.


At the end of that month's weekly pages, there is a page for Individual Project Planners, and three pages for notes. The notes pages are a great place to write your Mid-Month and Monthly Reviews.


These pages will help keep you on track with your projects for the month, and make it easy to find the related notes for each month.


Next is the following month's spread, with a new motivational quote every month:


Then there are the weekly pages for that month, again followed by a page for Individual Project Planners and three pages for Notes each month.


At the end of the three-month quarter you get the Quarterly Planner for the next three months. This prompts you to re-evaluate your goals from your Annual Strategic Planner, figure out what needs to continue from your previous quarter, and which priorities have changed. Having the Quarterly Planners embedded chronologically in the planner ensures you won't forget when it's time to plan and evaluate each quarter.


The pattern continues all year: Quarterly Planner, month overviews with their associated weeks, Individual Project Planners and pages for Notes.


At the end of the planner there are eight more pages of Individual Project Planners, and a whole bunch more pages for Notes. The result is a planner that will keep you on time and on track with all your appointments, projects and goals all year.

This planner works well alongside the Free Planners and Productivity Worksheets. For example you can plan your days in detail with the Daily Action Planner, write all your tasks on the Action Item Catcher, and plan your blog posts for the month with the Blog Post Planner and Calendar (which are excellent for helping you create valuable content on your blog). You can download these planners for free each month, or if you don't want to wait for them to come out each month you can buy the entire year's package to download as the Premium Planners Set.

Back in February 2010, Charlie Gilkey himself very graciously did an interview with me here on Plannerisms. It's a great insight into the thought process behind making his planners, and he has some excellent advice there for using planners in a way that fits your needs.

Huge thanks to Charlie and his team for sending me this planner! Keep doing what you're doing you guys, you help and inspire a lot of people!!

Monday, February 1, 2016

One year later: How Helen is using her pocket Moleskine planner

Many thanks to Helen for this post updating us on how she has been using her pocket size Moleskine planner for more than a year now! You can see her first post here.

My Life in Pocket Update – The Pocket Moleskine After One Year’s Use

Thank you Laurie for hosting my post, it is lovely to be back on Plannerisms!

Some of you may recall my post on how I use my Pocket Moleskine for my main planner. I have now been using this system for a whole year and will be using the same system for 2016, with some tweaks. Firstly, I should say that this is the first time I have ever used a system for an entire year without wondering whether I could make it any better. As I say, I have tweaked it, but I let the tweaks come organically. All the photos are from a mocked up day so you can see what I do, as I can’t publish client details.

A quick recap on my set-up. I use a Moleskine Pocket Weekly with notes

It is a shame that the cover is white, after a year’s use, it is looking a bit grubby now, but the book held up well and the binding is still robust.

I use it for:

1.       Appointments

2.       Blocking out time for clients

3.       Tasks

4.       Notes I need to keep for posterity / tracking

5.       Important information

6.       Important contacts

The Moleskine Pocket Weekly with Notes is set up with the dates on one side and a lined notes page on the other. I split this note page into seven sections based on the dates on the opposite side. This allows me to put date specific notes next to the correct date without cluttering up the date side, which I used for appointments. This layout really works for me, as at a glance I can see how busy my week is with meetings and appointments without cluttering it up with notes and reminders. You can see that I use a Bullet Journal approach to my notes.   I won’t repeat all the details from my previous post as much of it is the same. Instead I’ll take you through the tweaks.

I realised I wasn’t using the Moleskine to its full potential. There are lots of information pages and so on that I don’t use, and I could use for a different purpose. The first of these was the yearly calendar.  I wasn’t sure what to do with this for a while, as it is so small. Then it occurred to me to use it to highlight big events such as holidays.  I underline them in green and then next to the end of the week row I add a number in brackets. That number references a list of notes which are written in the blank space under the calendar which details the event. Eg. Holiday, theatre trips etc. This gives me an excellent overview of the year and stops me from over committing. 

The planner also has a double spread for travel planning which I didn’t use for quite a long time, and then I struck on the idea of listing the books I have read here. I read a lot, and I have run out of room, so I downloaded some lined pages from the Moleskine Template Website, and pasted one on the next page (the time zone map), which I don’t use.

The Flight Duration and Dialling Codes, which are two double spreads, I use as a dash board. I put sticky notes on these pages with information I will need temporarily. For example, train times to get to a client, film details, books I have heard about, telephone numbers noted down, and to-do lists.  The information on the stickies are either transferred to a permanent home eg. address books, note book or discarded when no longer needed. 

The main diary pages look like this. 
You can see the right had side has appointments, and the left hand side has notes. A check box is a to-do which I need to keep a record of having completed. A “B” is a blog entry for the day, E is for exercise and a dot is a general note.  Each day I note down things related to my work eg. how many hours I have booked for a particular client, items I need to keep a record of, for example, taxes paid. A new habit I have developed is if I have spare room, then I add in little bits of life such as the book I am reading, anything nice which happened that day etc. I also record any MS Symptoms I may have.  I am not a natural at journaling, but the odd note here and there is quite nice to see.  I don’t worry if a page isn’t full, if it is a quiet week and I have white space, I don’t mind. I see it as my planner reflecting the ebb and flow of my life.

The monthly overview pages I use to block time out for clients. I also have codes for bank holidays (BH) and other things so I can see where regular events occur in the month. 


For 2016, I have moved the useful information pages from the back to the front onto international dialling code pages and stuck them in, which leaves me the four lined pages at the back for my “Books Read” list. Everything else will remain the same.

I did run a Hobonichi A6 in parallel just for curiosity, and I loved the paper, but I just didn’t need all the room. I have re-purposed it as a notebook.

The pocket size seems very small, but you can get a lot in it. For me I don’t want to carry lots of stuff, and I love that I can grab my Moleskine and know that I have everything I need in it when I am out and about. It tells me where I need to be, when I need to be there and what I need to do. As a planner, that’s all I can ask of it!

Does anyone else use this size as their main planner?

Thursday, January 14, 2016

2016 Plannerisms planners are sold out!

The 2016 Plannerisms planners are all sold out for this year! Huge thanks to everyone who bought a planner! There will be no more printed for this year.

Look for the 2017 Plannerisms planners in early autumn here on Plannerisms.com!

Saturday, December 26, 2015

How to work your goal tasks into your daily schedule

This time of year people think of new beginnings and making some life changes. The fact is, anything new that you add to your life needs to be worked into your daily schedule or it's not going to happen. How do you bring new tasks into your current schedule?

The best way is to see your goal tasks along with your daily schedule in your planner. This keeps your goals in front of you all the time, and lets you see where you can fit them into your days.

The first step is to review the past year to determine what you have achieved and what still needs work. Then write your annual goals, and break them down into your quarterly goals to get an overview of your plan for the year. (For more details on planning your annual and quarterly goals see this post.)

When you have your plan all set, you'll be able to break your goals down into actionable tasks. Here is where the plan turns to action and you'll start to notice a real difference in your effectiveness. By listing your daily goal tasks along with your schedule, you'll be able to see what you need to do and when you have time to do it. See more on how to incorporate your goal tasks into your weekly and daily schedule in this post.

The Plannerisms planners were specifically designed to help you work your goal tasks from the big overall picture, through your quarterly and monthly goals, to your weekly and daily tasks.

There are still some limited edition 2016 Plannerisms planners left to order, you can see ordering information here. But don't wait, because there will be no more made for 2016 so when they are gone they are gone for the year!

Wednesday, December 16, 2015

2016 Plannerisms planners are ready to order!

Update: the 2016 Plannerisms planners are now sold out! Many thanks to everyone who bought a planner. There will be no more made for this year.

Look for the 2017 Plannerisms planners in early autumn here on Plannerisms.com!

Tuesday, December 15, 2015

How to use the Review pages in your Plannerisms Planner

The Plannerisms planner incorporates methods that have been proven to help you set and reach your goals. One of these methods is regular reviews.

At the backs of the weekly booklets there are designated pages for your Half Year and Annual reviews.



These spaces are where you ask yourself questions like:

What went well in the past six/ twelve months?

What goals did I complete?

Which goals have I not completed?

What prevented me from completing these goals? (Roadblocks)

What can I change in order to break through these roadblocks?

Have any of my goals changed during the course of the past six/ twelve months?

Which goals became irrelevant?

After you have figured all of these out, you can decide what your goals should be for the next six/ twelve months.

Some people like to do monthly, and even mid-month reviews to stay on top of their progress. There is space for this in the Notes pages that are between every month's spread.



The 2016 Plannerisms planners are now ready to order! There were only 100 printed, and when they are gone they are gone! Click here for ordering info.

How to use the Goals pages in your Plannerisms planner

I designed the Plannerisms planner to be an all-in-one place for your big-picture goals all the way down to the daily details. The Plannerisms planner has pages that can help you determine your goals for the year and then break them down into quarterly milestones, monthly goals and daily tasks.

There is a two-page spread where you can write your big goals for the year. If you like you can use one page for work goals and the other for personal, as shown below. This is where you dream big, and think of big things you want to accomplish before the year is over.


Next there is a two-page spread where you can break your annual goals down into quarterly goals. Think realistically about what you can accomplish in each three-month block. Take into account seasonal changes (how much will you be running in the winter months compared to summer, for example), slow times at work due to holidays, travel, and other major events.


After you have determined your quarterly goals you can break these down by months. The monthly pages in the Plannerisms planner give you an overview of each month. In the shaded area at the left you can write the month's focus, things to focus on in particular weeks, etc.


Between each monthly spread there is a two-page spread for Notes. This is where you can write your goal steps for the month, track your progress, and do your monthly evaluations/ reviews. (More on reviews in a separate post.) You can use this space any way you like.


Then you take your goal tasks directly to your schedule page. List your daily goals in the shaded area at the left so you can check them off every day with no re-writing. Write actions and tasks that help you work toward your goals directly into your day spaces so you can be sure to work them into your daily schedule and routines.


You can see more info on how to use the weekly pages here.


The 2016 Plannerisms planners are now ready to order! There were only 100 printed, and when they are gone they are gone! Click here for ordering info.