Best Results Organizing

With two weeks until the new year, you’ve probably already started planning for 2023. But if you’re agitated about next year not being any more orderly than this one, you might be hesitating about committing to a planning system. Today’s post is designed to put you more at ease, and give you some guiding principles.

WHY USE A PAPER PLANNER?

There’s nothing wrong with using a digital calendar. I use one myself, though not for scheduling. I use my digital calendar so that when I get an email with Zoom logins, or have a telephone consultation with a prospective client, I don’t have to go looking for the emails to find the links or phone numbers.

In Outlook, I can create an appointment or task directly from an email, and the system will prompt me at a pre-set time with all the key details. It’s like having my own personal Jeeves pop his head into the room to let me know the countess and duchess have arrived to join me for tea.

But honestly, I never use my digital calendar to plan my life. I’m a Paper Doll, so it stands to reason, I prefer a paper planner. But how do you know what’s best for you?

Let’s start with the mindset, and the different advantages and disadvantages of paper planners vs. digital calendars.

Learning Curve

If you are over the age of eight, you already know how to use a paper planner. On the monthly view, there are boxes for the days of the month to put major events, deadlines, and vacations. On the weekly and/or daily views, you can time block for tasks and list appointments.

Digital calendars aren’t complicated, per se, but they are not always intuitive. There might be a generational schism at play, but I’ve had clients try once, twice, even three times to input an appointment, only to have some technical or user kerfuffle lead them astray.

Why does this matter? Digital fatigue creates friction, and friction prevents people from completing a task, whether it’s removing the lid to the laundry hamper to toss clothes in, or schedule an appointment when the system isn’t working.

Woman With Planner Photo by Marten Bjork on Unsplash

Control vs. Convenience

At first, the ease of clicking to accept a meeting invitation would seem like an advantage for digital calendars. But is it?

When I train clients to improve their productivity, we focus on identifying priorities so that we can protect boundaries around them. On a digital calendar in your phone, you generally see the month with blobby dots signifying appointments on particular days.

You have to click through to look at the individual date to schedule the meeting, but then you’re losing the surrounding context because you’re just seeing one appointed after another another in a list. Again, you can’t see time.

When we brainstorm ideas, schedule appointments, break projects into tasks and plan when we’ll do them, we’re thinking about context. When we see a whole month of appointments on the printed page, we instinctually know we have to give ourselves (and our brains) some recovery time. That’s less obvious when we only see the one time slot and the computer merely tells us if there’s a conflict. (Also, on the digital calendar, it’s less clear that you haven’t scheduled time for a potty break or commute.)

Many people — children, college students, people with ADHD, overwhelmed professionals —often suffer from a lack of ability to visualize the passage of time. An analog planner involves more tactile interaction with the appointments and tasks we schedule. As we deal with finding a reasonable time for each time, we gain mastery, not only over our schedules, but our comprehension of time.

Cost

Basic digital calendars are built-in to our phone and computer systems, and most apps are inexpensive. Conversely, paper planners may run you from $20-$50. But when it comes to our planning tools, cost does not necessarily equal value.

Yes, there’s a dollar value to the purchase price of an app vs. a paper planner. But there’s a time value related to mastering a new calendaring system. Are you prepared to commit yourself to learning the intricacies of a new app or the same app every time it updates?

Privacy vs. Searchability

This is another close call. Your paper planner is completely private, as long as you don’t leave it unattended; a digital planner generally syncs across all of your digital devices, which means that while it should be private, there’s never a 100% certainty that there are no prying, hacking eyes.

Conversely, your digital calendar is usually searchable. You can type a keyword or person’s name to find a scheduled appointment or task. Your planner can only be searched by trailing your gaze across each page, and the less careful you are with entering data, the more you risk losing the information when you need it.

Visual vs. Visual+Tactile

When you drive, do you think in terms of linear directions, or are you more inclined to recall what to do when you reach landmarks? If you prefer linearity, go digital; if you like touchpoints and landmarks, paper will likely resonate more.

Hand in Water Photo by Yoann Boyer on Unsplash

Does digital time “feel” real to you? On a digital calendar, every item appears in the same font and size. You can often color-code items, but digital entries have a vague sameness about them.

If you write something down, you can stop thinking of it, per se, and start thinking more robustly and contextually about it. Somehow, dragging an email into Outlook to set a meeting, or typing an appointment into your phone, leads to an out-of-sight, out-of-mind situation for many. But with a tangible paper planner, every time you eyeball your month or your week, you are speedily, comfortingly reminded of the important aspects your life.

Similarly, your fine motor skills applied to the task tend to be the same; you could be typing a grocery list or the key points for an interview (then buried into the notes section of a calendar event). With a paper planner, your tendency to print some things and handwrite others, your ability to use a particular color pen, to draw arrows and circles and adjust the size to shout or whisper on the page, yields a unique temporal language that makes sense to you.

Will a weighty paper planner “feel” more real to you vs. that free app (among dozens) on your phone?

Only you know for sure. For me, it’s a paper planner, all the way. But not all paper planners are created equal.

WHAT TO CONSIDER WHEN PICKING A PAPER PLANNER

Anxiety over making the wrong planner choice is common; it’s one of the reasons people give up one planner and buy another mid-year. You don’t want to plunk $30 or $45 on a pile of paper that will sit like a lump on your desk because you’re afraid to “mess up” a pretty planner. This keeps people from committing to their planners and being successful at scheduling events and tasks.

Some users want simplicity; others desire flexibility. Some clients want aesthetically pleasing planners to inspire them, while others seek a serious, “professional” look. There’s no one perfect planner for everyone, but there are clues in how you feel about potential features.

Page Design

• Adequate space — to show appointments and key information, especially on the monthly view. If you’ve got loopy handwriting, will small monthly view boxes cramp your style?
• Layout for monthly/weekly/daily views — Understand how you “see” time. Also, depending on your life and lifestyle, consider whether you need an academic or full-year calendar, or a planner with lots of extra space for weekend and night activities.
• Creative fields — Modern planners may give you spaces for more than just appointments and tasks. Do you want bubbles or fields or pages for note-taking, brainstorming, mind-mapping, or gratitude journaling?
• Practical fields for tracking metrics — On the flip side of those creative attributes, there are planners with spaces for habit tracking, budgets, meals/nutritional logging, goal-setting, and other countable, observable elements.
• Bonus features — Are you drawn to daily motivational quotes, religious references, or cartoons? I never loved my Franklin Planner so much as the year I was able to get one with a New Yorker cartoon each day. I’ve enjoyed my colorfully-tabbed Emily Ley planner for the last few years, but miss daily quotes and bits of wisdom.

Planner Quote Photo by Bich Tran  

Planner Design

In addition to features on the page, you might care about the design specifics of the planner itself:

• Size — Do you think you’d like an executive, classic, or condensed planner? The largest sized planner may not fit in your bag, or may take up too much real estate on your desk, but the tradeoff of picking the smallest option will be losing writing space.
• Weight — Does a hefty paper planner give you a greater sense of gravitas so that you’ll take your schedule seriously? Or will the bulk make it inconvenient for you to carry around?
• Binding — There are ring binders (usually with 7 rings), which let you choose how many pages you want to carry with you at any given time. (I like all the monthly pages, but prefer only last month, this month, and next month for weekly/daily pages.) Coil binding won’t let you remove or add pages, but tends to be more condensed. Both ring and coil binders assure your planner will stay open and lay flat; stitched binding may flop closed when the planner is new, and “perfect” binding (glued, like with a paperback book) can deteriorate with rough handling.
• Cover Style — Do your want your planner to have a leather (or “vegan leather”) cover for a fashion statement? What about a zipper? Are you good with a plastic or stiff paper cover? Will a simple planner cover help you take your planning more seriously or bore you? (Or are you willing to upgrade a staid cover with artwork or washi tape?)

Also remember that your planner is mostly about knowing what you have to do and when. If you need help with project management at the more granular level, take a peek at last year’s Checklists, Gantt Charts, and Kanban Boards – Organize Your Tasks.

PLANNER FORMATS: FOR WHOM ARE THEY REALLY DESIGNED?

As I research planners each year, I find that most planners fall into one of a few general categories: 

Basic Planners

Think back to before the computer era, when you’d go to the dentist. Before leaving your appointment, the receptionist would consult a big, black-covered planner with neat columns, flip forward in the book, and write your name for a particular date (column) and time (row). That’s the what you’ll get when you seek various office supply store-branded calendars: columns and rows and not much else.

Basic planners offer a variety of the planner design elements above, but relatively few extra page design options. Popular examples:

At-A-Glance — is the most like that dental office planner in the days of yore. It’s efficient and practical. If you’re easily distracted by colorful design elements, this style should keep you on the straight and narrow.

Franklin-Covey planners in the ring format are customizable. You not only get to pick your planner size, but also choose from a variety of themes. There are spaces for appointments, tasks, and notes on the same page; others have little boxes for tracking expenses. You can also purchase pages for contacts, more notes, budgeting, and a number of other extras.

Levenger Circa SmartPlanners come in junior and letter sizes and some DIY customization. They use ring-like discs, such as we discussed in Noteworthy Notebooks (Part 4): Modular, Customizable, Disc-Based Notebooks.

Moleskine planners comes in a wide variety of sizes, colors, bindings and styles for monthly, weekly, daily, and combination views. Much like Moleskine notebooks, these are well made, with curved corners and elastic closures. These are often suited to creative souls who still want to stick to a simpler style and format.

Planner Pads are the planners I recommend the most often to the widest variety of clients. There are monthly calendar pages, but the heart of the system is the weekly pages divided into three sections (projects/tasks, daily scheduled tasks, and daily appointments), which “funnel” the overall projects and tasks to where they belong each day. However, cover choice is limited to black and a sort of seafoam green. I’ve said it for years, but Planner Pads is missing a great marketing opportunity; they already have the best basic planners — why not make them a little more attractive?

Passion Planners are still pretty straightforward, with columns for each date and sections for work and personal tasks and for notes, but they add weekly sidebars for focus areas and a place to jot down the “good things that happened” that week. The covers are faux leather and come in a variety of sumptuous colors; choose cover design, pick one of three sizes, and decide whether you want your week to start on Sunday or Monday. 

Basic planners are the best for time blocking. (For more on this, see my Playing With Blocks: Success Strategies for Time Blocking Productivity from last year.) They tend to be promoted as gender-neutral options, with rare prompts for life goals or touchy-feely stuff.

“Fancy” Planners

For want of a better term, these are a step up from the basics. It’s worth noting that fancy planners marketed to women tend to focus on aesthetics and tracking emotional/psychological factors; planners marketed to men tend to include more tracking of quantifiable action-based metrics.

There are a handful of smaller sub-categories I’ve noticed in this realm.

The Animal Planners

Panda Planner  — In addition to scheduling tasks and appointments, it covers inspiration and goals in sections labeled “Today’s Priorities,” “Morning Review,” and “Things I Will Do to Make This Week Great.”

There are also sections for weekly reviews and weekly planning and focus on a daily habit. You can get three-month or yearly versions in a few different sizes, and there’s a cute panda embossed on the faux leather cover. 

Clever Fox aims for the person shopping for a planner by personal aesthetic. Planners come in a rainbow of colors and have spaces for scheduling, identifying goals (broken down by health, career, family, finances, personal development, etc.), listing priorities, and tasks/to-dos. There are lots of “feelings” pages for gratitude, daily affirmations and creating vision boards. And, there’s something that appeals to everyone who fondly remembers seventh grade, stickers!

Simple Elephant Planner is similar in style and approach to Clever Fox, though in fewer colors. It comes with a mind map and vision board pages, but is undated. It’s my belief that undated planners lead users to avoid to fully committing to their planners, leading to system breakdown. Your milage may vary.

Life Coach/Celebrity Planners

Danielle LaPorte’s Desire Map Planner is full of “truth bombs, sacred pauses, gratitude, body & wellness, and “core desired feelings.” If you are a fan of life coach LaPorte and these words delight, you may be inspired by the year-at-a-glance, monthly calendars with goal prompts, vision board, goal mapping sheet with monthly action plan pages, and journaling pages for “notes and insights.”

Michael Hyatt’s Focus Planner leans more toward the tone of “basic” planners with some of the attributes of “fancy” ones. The top of each page helps you track whether you’ve done your morning/evening/workday startup/workday shutdown rituals. Larger sections focus on “Big 3” goals for the day, schedule, and a task/note column reminiscent of a bullet journal with a key to tracking how to mark each item to track what you’ve done, delegated, and deferred, as well as important aspects, questions, and items awaiting replies. You can get the planners with linen or leather covers in solid, mostly dark neutral colors, in pocket or portfolio sizes. Although the content is gender-neutral, it has a very masculine tone.
 
Brendon Burchard’s High Performance Planner is a combination planner and journal Burchard developed based on the study of how high performers plan. The planner’s features include mindset journaling prompts, daily goal boxes, evening scorecards based on the day’s results, weekly habit assessments, monthly project planning, and what he calls “whole life balance sheets.” It comes in six cheery colors, but is another with a very professional, serious feel. Unsurprisingly, there are no fun stickers. 

The fancy planners, whether animal based (seriously, what is it with the animals?) or celebrity coach-driven, are better suited for those seeking to capture their entire lives in one place. That’s orderly, but it’s a lot of pressure to “get it right” and fill in lots of blanks.

Do you want your planner to feel like homework?

DO IT YOURSELF PLANNERS

DIY planners offer the best (or worst) of both worlds because you can make it whatever you want. The problem? The structure, as well as the execution, depends on you.

Bullet Journals still confuse me and cause anxiety. They have their fans and their detractors. All I can say is that no matter how many times I’m told I don’t have to make one look artistic or cool, any attempt on my part feels both too unstructured and too “uncool.”

James Clear’s Clear Habit Journal via Baron Fig is a combination daily journal, dot grid notebook, and habit tracker, but it’s not really a planner. Use it in conjunction with what you learn reading Atomic Habits, but I encourage you to embrace a planner that gives more structure to know when you do should things and not only track what you’ve already done.

Agendio deserves a blog post all its own. Basically, though, you use a digital platform for customizing the exact paper planner you need, controlling for everything from section categories to line spacing! 

DIY planners may be best for the most advanced planner, not for the most creative one. While they may seem ideal for the Sally Albright (“I’ll have it on the side”) character in When Harry Met Sally, too many planning options can cause overwhelm, leading to avoidance and guilt.

Specialty Planners

Again, this could be an entire blog post for each of the fields and personalities that need unique planning options. What I will tell you is that if you are (or have) a student, I’ve seen nothing better than my colleague Leslie Josel’s Academic Planner, about which I’ve written many times.

WHAT ABOUT A HYBRID PLANNING SYSTEM?

As I mentioned in the beginning, I use a paper planner, but I also have a digital calendar. Yes, I’m using my Outlook calendar to keep me aware of the passage of time (with alerts) and prompt me when it’s time to make a transition between tasks.

The main problem with having a hybrid system is that you may get in the habit of putting information in one place and not both, creating a conflict. If you want to use a hybrid system, incorporate a weekly, if not daily, check-in to review both schedules and catch any conflicts.

HOW CAN YOU MAKE A PAPER PLANNER WORK FOR YOU?

Planners won’t make you do the work any more than buying exercise videos or cute new outfits will make you work out. But having a paper planner assures you that there’s a “home” for your activities and makes time feel more tangible.

Improve your planner use by time blocking, scheduling “executive time” each day to review your schedule for the next day — set an alarm until it becomes a habit — and having an accountability partner provide support.

In the end, the best system is the one in which you can feel confident, because the key to the success of any system is commitment, and nobody fully commits to a system in which they have shaky confidence.

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Are you digital, paper, or hybrid planner? What planning system will you use in 2023?