So… if you’re anything like me you probably have a smartphone, a laptop AND a tablet. I’m an Apple-girl, so I live on my iPhone 6, my iPad mini and my Macbook Pro. I’m all about online tools and apps (and a huge fan of Asana and Wunderlist.)
That said, I have never been able to shed the little girl paper-loving part of me. In fact, I’m surprised I never really got into scrapbooking, since I get super magpie-like when I see all the cool scissors and colorful scrapbooking bits in craftshops.
I keep my business organized mainly online, using Asana to keep track of the stages of big projects. But day-to-day I can’t function without having a notebook and pencil by my side to take notes.
I found myself starting to-do lists over and over, losing track of what I’d started, then starting them again. So I decided to take a cue from some of my online friends and create pre-printed sheets for my notebook to help me get organized.
So I’m sharing with all of you!
Here’s what’s included:
- The Planning Worksheet – I fill this out each Sunday (my planning day.) Mine is pre-printed, with one square for each client and then each of our businesses (Three Snugbug Studios, Patty Brower Communications and The Snugbug Mercantile) gets a square, as does ‘home’. I list the priorities for the week in each square, and if anything comes up during the week, I add it to the square. Then, when planning day comes around again, I make sure to note anything new in my online project management software.
- Daily Schedule – This gets filled out daily! First, I list my intention for myself and for my business that day. Jeff and I have added something to our morning meeting called ‘The List of Three’ and that’s the three things we must complete that day (he cheats… he uses Wunderlist, so his list of three frequently gets bumped up to five.) There’s also a section for things I do everyday (write, read, make the bed, connect with a friend, get my inbox to zero and make something) and a check off section for water drinking. I’ve included the one I use as well as a blank one, if you have different daily goals.
- The To Do List – This is the working list that goes in the front of the notebook. I will carry a list from one day to the next… but not too much. I really like starting over with a clean list, but don’t like wasting paper. It’s a constant balancing act. There a section for specific to-do’s as well as a notes section.
- The Someday List – this is half bucket list, half super to-do list. I really don’t like putting things on a to-do list that can’t get done in the near future, so the Someday List is a holding place for things that need to get done… but not now!
- The Client Meeting – this is for note-taking for client meetings. First, there is a place to set your intention, something that I like to do every time I meet with my clients. Then there’s space for notes and a space to list action items – don’t forget the who, what, when, where, why and how for action items… make ’em actionable!
Woo hoo! Fun, right?Download The Planner Pack
I use an Arc Notebook from Staples as my planner – it’s the kind with the little discs as a binding system. Of course a 3 ring notebook would work just as well, or even a paper clip.
So… what do you use for your planner? Are you online-only, or do you have a paper schedule? Let me know what you use in the comments!
Keep up with the blog! Subscribe to the weekly Coffee Break by texting ‘snugbug’ to 415-528-7403. Or… click here to subscribe the old fashioned way!
Patty Brower is co-maker, creative director, marketing gal & textile maven at The Snugbug Collective. She splits her time between working with private clients and small business owners on marketing strategy and implementation and basset hound wrangling. She is also the designer/owner of Three Snugbugs Studios, a handmade and upcycled clothing and accessory line and The Snugbug Mercantile, vintage home and accessories.