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2025 Wrapped: Do An Annual Review To Design Your Best Life

Posted on: December 29th, 2025 by Julie Bestry | 10 Comments

The unexamined life is not worth living.
~ Socrates

WRAPPING UP PAPER DOLL’S 2025

There’s no getting away from your annual review.

It all started with an email from Spotify Wrapped. Spotify was one of the first online platforms to sum up a user’s habits and achievements for the past year, and people seem to love sharing this bit of self-knowledge. Mine tells me that my top artist was The Floating Men, a group I first saw in concert in 1993, in what we used to quaintly call record stores. I need no app rewind to know this music is the soundtrack to my life, but as a whole, it’s left to me to interpret that I haven’t listened to much new music lately (unless it’s in the background of a TikTok).

Spotify tells me my top artists and songs, how many minutes I listened, and even my listening age, which they peg at 47, not because I’m almost a dozen years more youthful than my actual age, but because I listened most to songs from the 1990s. (While Spotify didn’t bother to mention it, I’m able to see that I’m geographically diverse, with my most listened to music from the Southeastern United States, Canada, the UK, Sweden, and the Pacific Northwest.)

A few days ago, Goodreads sent me my 2025 Year in Review statistics. Breathlessly, it reported that I’d finished 37 books and 9620 pages this year (though it’s already out of date after a holiday week spending reading) and that I’m a top 10% reviewer. (I doubt that’s a qualitative description. Given the length of my blog posts, I think we can just assume it means I write really long book reviews.)

It also lets me know I’m just a handful of pages short of hitting my 2025 Goodreads Challenge goal, so I’d better finish this blog post and get back to reading!

Duolingo started emailing around Thanksgiving, and I don’t love that my year in review is only actually 11 months of data. It’s true that I faithfully studied Italian and Spanish every day of 2025. Thankfully, Duolingo’s year in review kindly avoids mentioning that I quit learning chess after two weeks because — and this is embarrassing for a professional organizer to admit — my sense of spatial orientation and ability to recall which way some pieces move was woeful.

It also ignores the fact that although I tried to learn Portuguese as well as Spanish in advance of my September travels, I somehow failed to learn that when you say thank you (obrigado or obrigada), the gendered form of the word depends on your gender, not the recipient of your gratitude. No wonder I got some funny looks at the airport when I was just trying to be polite!

Even Jimmy John’s is telling me how many (and which) sandwiches I consumed in 2025!

Entertaining and accurate as they may be, how helpful are these backward glances?

Sure, they let me easily click to brag a bit about my accomplishments, but what goes unmentioned (and without fancy graphics) is at least as important; we need to know where we fall down if we hope to get back up!

After five years of averaging close to 11,000 steps by day, I fell significantly short in 2025. Fitbit tells me when I hit my goals, but stares off into the distance and politely ignores that I’ve been slacking off a bit this year.

WordPress, my blogging platform, doesn’t make an annual review easy, and I am avoiding (and wouldn’t believe) ChatGPT in this regard. So, I had to manually count and scroll. Counting this post, I only wrote 30 completely new (non-refreshed) posts this year, versus 40+ in most years of the past half decade. Some of that was intentional, as I’d decided not to publish on holiday Mondays or while traveling, but it ignores that I also took off the entire month of October after I returned from Europe, polishing older posts but not writing new ones. It’s up to me to figure out what that means in terms of motivation and productivity.

And that’s what an annual review is all about.

THE EXAMINED LIFE: BEYOND THE STATS

What if we look beyond the numbers? Professionally, I can (and do) count how many new clients I worked with this past year, and how many “graduated.” But numbers don’t paint the full picture. When we look at the qualitative vs. the quantitative, we see trends.

When I began blogging in 2017, I was focused almost entirely on paper. Since then, I have expanded my reach each year, covering topics from financial organizing to productivity, motivation to time management. Although I work with residential as well as business clients, I tend to leave blogging about residential organizing to my excellent colleagues.

Each month, Janet Barclay curates the Productivity & Organizing Blog Carnival. I’ve been delighted to reach Megastar Blogger status, having had 50+ of my posts in monthly carnivals, and I’m working my way toward Ultimate Star status, but with only 12 months in the year, it’ll take a while to hit 100 posts.

In December, Janet curates the Best of 2025, where each participant explains why, among the posts they’ve written, they consider that one to be their best, and the definitions vary widely.

“Best” posts in the December 2025 Productivity & Organizing Blog Carnival covered a wide spectrum of topics: useful concepts about ADHD and kitchen gadget clutter, joyfully embracing change and organizing with spreadsheets, intuition vs. pro/con lists and knowing when to slow down.

Most years, I consider my “best” post based on the quality of writing or how much humor I could pack into one post. However, pressed to describe my best of 2025, I picked a post from late summer, Organize and Lower Your Medical Bills: Spot Errors, Negotiate Costs, and Save Money. Why? Because the impact current events are having on people’s finances and health means this kind of advice is useful and important. While I can count the number of views or comments on a post, I can’t quantify the value of that post vs. others.

Beyond my official “best” post, however, I tried to come up with a Paper Doll 2025 Top 10 List but only got as far as these eight:

Why only eight? Not because I didn’t love any of the other posts, but because some were silly, some were time-specific, and mostly, because just as every mother loves her children, my posts are my babies, and when you have twins or triplets or quintuplets, you can’t easily pick among them. Thus, my Paper Doll 2025 Year in Review “best” list is eight posts — plus two series. So sue me!

and

EXAMINING YOUR OWN LIFE

When Socrates spoke of the lack of value of an unexamined life, he wasn’t thinking about Spotify Wrapped or “Best of” lists, of course. He knew that looking at where you’ve been is merely the first step in deciding how you will live going forward.

Find the Treasure

Over the past several years, blogging about reviewing the past year and planning for the next one, I’ve come up with a list of questions I think offer a path to living the examined life. However, once you hit December, it’s hard to recall powerful happenings closer to the beginning of the year, so you may need some assistance in your re-examination.

Start by looking at your calendar. That’s where you put the things you intended to do, so it’s a great starting framework. Most of the events on your calendar actually happened, or you would probably have crossed them off or moved them.

Many of the successes and achievements in life are unplanned, however, so try to find the mini-recaps you did all through the year, even without realizing that’s what they were.

Scroll through emails and texts you sent, and flip through the pages of your diary or journal, if you have one. Rereading messages you shared may offer insight into what mattered (and how you dealt with it) during the year.

Pull up the photo library on your phone and navigate to January 2025. Scroll forward and I bet you’ll be surprised by achievements and delights that seasoned your year.

The key is to remember more of the past year than just cold, hard statistics.

For example, after a quiet December, my initial instinct was to think that my personal year was fairly flat. However, reviewing my personal calendar and photos immediately reminded me that in addition to my big trip to Portugal and Spain, I also:

saw Hamilton with my friend Chris,
flew to visit Paper Mommy,
attended my 40th high school reunion,
road-tripped to Massachusetts for my friend Phil’s vow renewal,
and after 15+ years of not having seen The Floating Men perform, I went to three shows!

(Perhaps we’ll need to examine how developing a gratitude practice may be the key to remembering more of the highlights of each year.)

See the Whole Picture

When I looked back at my professional year, I’d only focused on clients and blogging, but my calendar showed me the podcasts I’d appeared on and the speaking engagements I’d done. And when I went back through the emails in my “Success Folder,” I was able to read testimonials for the real change that organizing and productivity coaching made in my clients’ lives. (Don’t have a “Success Folder” of your own? Don’t worry, I’ll have an upcoming blog post on that!)

It’s too easy to erase the good stuff from our brains and focus on the negative. When I started my annual review, my first thoughts were about how two different people hit-and-ran my car 48 hours apart and my disappointment with myself for not doing more and varied marketing this year. But those are just snapshots, not the whole picture.

In a discussion about public reputation, a beloved boss once told me that, “One ‘Aw, <bleep>’ wipes out ten ‘Atta boys’ — but your reputation in your own mind is just as likely to bury the gold under that <bleep>ing manure.

So, answer these in your head, aloud by yourself, or with a yearly review buddy, or try journaling your responses. Give yourself the opportunity to find the truth of your past year.

The Good

What challenges made me feel smart, empowered, or proud of myself this year?
What did I create?
What positive relationships did I begin or nurture?
Who brought delight to my life?
Who stepped up or stepped forward for me?
What was my biggest personal highlight or moment I’d like to relive?
What was my biggest professional moment I’d want to appear in my bio?
What’s a good habit I developed this year?

The Neutral

What did I learn about myself and/or my work this year?
What did I learn how to do this year?
What did neglect or avoid doing out of fear or self-doubt?
What did I take on that didn’t suit my goals or my abilities?
What was I wrong about?

The Ugly

What challenges made me feel weaker or less-than?
Whom did I dread having to see or speak with this year?
Who let me down?
Whom did I let down?
What did I do this year that embarrassed me (professionally or personally) or made me cringe?
When did I hide my light under a bushel?
What am I faking knowing how how do? — Instead of pretending you know how to do something but are choosing a different path, ask for help. Make decision about what to do from a position of strength rather than weakness.
What’s a bad habit I regret taking up or continuing?
Where did I spend my time wastefully or unproductively? (It’s social media. For all of us.)
Where did I spend my money wastefully or unwisely?

WHAT SHOULD YOU DO WITH YOUR ANNUAL REVIEW?

Use What You Learn

If all you did was answer these questions as if they were a series of college essays, it might be instructive, but it wouldn’t be powerful. Instead, use your answers as guideposts for what’s to come (or what you wish will come).

For example, when there are people or activities that make you feel smart, bold, and fierce, look for ways to add more of that in the year to come. Did human connection make you realize you know more than you thought you did? How can you find opportunities to spend more time with people who challenge you (in all the right ways)?

When you see an obstacle, look for a phrase or quote to help stiffen your backbone. For example, in the years when I had too many answers to the question, “When did I hide my light under a bushel,” I stuck a sticky-note on my mirror quoting Nelson Mandela:

“Your playing small does not serve the world. Who are you not to be great?

It’s OK if you were wrong about things, ideas, or people, but how will you secure your chances at figuring out the truth and making better decisions going forward?

Let your answers about last year guide how you approach next year.

Try Year Compass

Obviously, you don’t have to go with my questions. One of the best platforms to review your year is Year Compass. It’s free, available in 63 languages, and you can download it as a printable booklet and fill in by hand on paper or type in a fillable, printable PDF.

The first half of Year Compass involves paging through your calendar, as I’ve suggested, and answering just six essay-style questions:

What are you most proud of?
Who are the three people who influenced you the most?
Who are the three people you influenced the most?
What were you not able to accomplish?
What is the best thing you have discovered about yourself?
What are you most grateful for?

But that’s merely the beginning.

Year Compass nudges you through a discovery of the best moments of your past year so you can analyze your biggest accomplishments and challenges. It also creates space for forgiveness and compassion (towards yourself and others) and for recapping your year in ways that I’ve never seen on any other annual review platform. Year Compass also takes the insights from the first half part of the process to help you design your dreams and actions for the coming year.

“My Secret Plan to Rule the World” Photo by Ann H on Pexels

Value Your Values

Socrates was obviously wise; in addition to his recognition of the importance of examining one’s life, he said, “Not life, but good life, is to be chiefly valued.” Only you can decide what defines a “good” life for you, your family, and your inner circle, but centering your future behavior on activities that reflect those values is a pretty good way to organize how your approach.

I encourage clients to take time to spell out exactly what their values are. However, it’s not always easy to define — and prioritize — our values. If you could use a little support in identifying the values that matter most to you, consider these resources:

Core Values List (50) — Put together by James Clear, the author of Atomic Habits
The Ultimate List of Core Values (Over 230) — Created by CEOSage coach Scott Jeffrey.
Dare To Lead List of Values (118) — Shared by Brené Brown, the author of Daring Greatly, as well as Daring to Lead, Rising Strong, and The Gifts of Imperfection
Ultimate Core Values List: 50 Common Values and Why They Are Important in Our Lives — Collated by Nir Eyal, the author of Indistractible: How to Control Your Attention and Choose Your Life

No matter how many quizzes I take or versions of these lists I peruse, my values always come out the same. Can you guess? Paper Doll‘s top three values are knowledge, usefulness, and humor.

Please feel free to share your own key values in the comments, below.

HOW TO WRAP UP LAST YEAR FOR THE BEST SHOT AT THE NEW YEAR

This time of year is about endings and beginnings. If you like to start a year with a clean slate, you may want to read Use the Zeigarnik Effect to Finish Off Your Unfinished Tasks, the final post I wrote in 2025 to help you close those last open loops.

Longtime readers may have noticed that I did not talk in-depth about resolutions, goals, and annual themes. In 2025, I started the year with those concepts, so I will just direct you to How to Use Cathedral Thinking and Intentional Words to Organize Your Year for inspiration to create an intentional life in 2026.

But I will tell you that I’ve very excited about my theme word for the coming year: WHIMSY. Most of us found 2025 to be a pretty “heavy” year, and a little lightness and charm is exactly what I want, and what I hope to continue bringing to you wonderful readers next year.

Until we meet again, I hope you all have a very happy, healthy, organized, and productive New Year!

Paper Doll Helps You Find Your Ideal Analog Habit Tracker

Posted on: January 9th, 2023 by Julie Bestry | 17 Comments

If you cannot measure it, you cannot improve it.

~ Lord Kelvin (William Thomson, 1st Baron Kelvin)

If you cannot measure it, you cannot improve it. ~ Lord Kelvin (William Thomson, 1st Baron Kelvin) Share on X

THE BENEFITS OF HABIT TRACKING

Over the past two weeks, in Organize Your Annual Review and Mindset Blueprint for 2023 and Paper Doll’s 23 Ideas for a More Organized & Productive 2023, we touched on the importance of building good habits, either in and of themselves or to replace deleterious ones. We talked about the wisdom of James Clear, author of Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones.

Clear’s best-seller, which should be read in its entirety, talks about how successfully tiny habits (at the metaphorically microscopic, atomic, level) are based in four laws of habit creation:

Make it obvious
Make it attractive
Make it easy
Make it satisfying

In chapter 16 of the book, Clear references the essential nature of habit tracking, and ties habit tracking to the above four laws, but I’d like to speak directly to the last one. He states, “One of the most satisfying feelings is the feeling of making progress.” Well, duh!

And how can we verify our progress? Well, often, we can measure it by looking at the end result. If we’re trying to lose weight, we can measure our progress in having to tighten our belts or buy smaller clothes. If your kids are making progress toward doing better in school, improved grades will eventually make it obvious.

But it takes time to see that kind of progress, and if we’re going to keep motivated, to stick with our habits, we’re going to need to be satisfied daily. We need to see a sign of progress, no matter how minuscule, often. That’s where habit tracking comes in.

Habit tracking gives us an immediate sense of progress, even if the progress is only in our willingness to make an effort.

Persistence is the measurement of your belief in yourself. ~ Brian Tracy

Persistence is the measurement of your belief in yourself. ~ Brian Tracy Share on X

THE DRAWBACKS OF HABIT TRACKING

I should note that there are some inherent drawbacks to tracking our habits.

Our intention is to draw our attention to what we’re doing so that we can strengthen our resolve and recognize our struggles so that we may overcome them.

However, it’s easy to become so focused on our string of achievements that we become obsessed. When that happens, any time we do end the streak has the potential to demoralize us and weaken our resolve to get back on the horse.

If you tell yourself that you will run every day, but the weather is so stormy that “it’s not fit outside for man nor beast,” you may see your options as two-fold and rigid: risk life and limb and frostbite to hit your goal and mark that X or dot on your tracker, or leave it blank. That’s black and white thinking.

And if you leave it blank, you may feel like you’ve already lost. Somewhere, in the back of your head, despondency sets in, and failure to achieve your goal on one day can make you feel like a failure overeall, uninspired to get back to your habit the next day.

But this is an unnecessary dichotomy. Our habit goals are just that, goals. Doing something is always better than doing nothing.

If you can’t run three miles today, could you sprint up and down the stairs in your house, or work out along with a walking or dancing video?

If you miss your 10,000 steps and only manage 7500, could you do 500 extra steps for the next 5 days (or 250 for the next 10, or …)?

Maybe you promised yourself you’d practice the piano for 30 minutes a day, but your work and childcare schedule made that impossible; could you just play some scales to stay limber, or play one song to boost your spirits and remind yourself why this is a goal habit in the first place?

My colleague Karen Sprinkle created a wonderful 48-Week Achievement Guide, an e-book explaining how to use her patented chart for logging progress on goals. She recognized the inherent loss of momentum that comes from not getting to check off a day or week of a habit.

Thus, Karen’s chart creates space for four FREE weeks, weeks in which you have a “get out of jail free” card to not achieve your goals, while not exactly wrecking your streak, either.

Maria White interviewed Karen for episode #13 of her Enuff with the Stuff podcast, entitled Finally Accomplish Goals Using the 48-Week Achievement Guide. Take a listen.

DON’T BREAK THE CHAIN: THE BASIC CONCEPT

One of the best known tales of habit tracking comes from Jerry Seinfeld, master of his own (habit tracking) domain. Once asked how he wrote so many jokes, he explained that early in his career, he made a commitment to himself to write one joke a day.

Just one joke. But one joke every day.

He didn’t tell himself he had to have a Tonight Show monologue. He didn’t push himself to write a sitcom script. He just had to write one joke each day.

Seinfeld had a large wall calendar in his apartment, which showed all the dates in the year. Each time he wrote a joke, he marked the calendar with a red X, and as the story goes, he eventually had a long chain of red X’s to create a visual cue to show how he’d been consistently putting in the effort.

Did he need talent? Of course. Comedic timing? Without question. But Seinfeld’s advice to young comedians was simple: Don’t break the chain!

The chain of red X’s on the calendar is just the simplest form of habit tracking.

AUTOMATED HABIT TRACKERS

The easiest (though not necessarily the best) kind of habit tracker is one that is automatic, or done for you by something or someone else.

I recently bought a new scale, and realized that it had a Bluetooth function. I didn’t really need a scale with Bluetooth, but I was intrigued to find that once I connected it to the iPhone app (which itself connects to the Fitbit app), my scale tells the app not only my weight, but also my BMI, metabolic age, the percentage of my body made up by water and of skeletal muscles, my bone mass and muscle mass, and all the percentages of my fat that is body fat, subcutaneous fat, and visceral fat. And I hope that’s the last time I ever use the word “fat” in this blog!

My point is that all I have to do is to step on the scale (which I do only once per week so as not to obsess) and the app and the magic of Bluetooth does all the rest.

Similarly, while I can (and admittedly do) look at my Fitbit tracker on my wrist, the app takes care of tracking my efforts. Here’s how I did this past week.

Note: while I didn’t make my 10K goal steps on Tuesday last week, I made up for it the next day. I didn’t get down on myself for it, because I knew that progress, not perfection, is key to building habits.

There are even “smart” water bottles that measure and communicate (again, by Bluetooth) with an app to track how much you’ve hydrated!

There are a few main benefits of an automated habit tracker:

You don’t have to do any math. (Yes, I can add daily numbers to get weekly ones, but why should I have to?)
Automated trackers require little effort, so you can concentrate on your behaviors without focusing on the mechanism for measuring them.
You don’t have to worry that you will forget to consistently measure and track your habits.

Parents and teachers commonly track and report the success of children at achieving habits, from potty training to turning in homework to practicing vocabulary words. If you work in a call center, there’s software to measure your metrics: how many calls you took, how many ended in resolved problems, etc.

The key problem with automated habit tracking is that by completely off-loading the labor of tracking, there can be a disconnect between effort and how much you pay attention to your habits. This is why, although there are many excellent habit tracking apps, I recommend that clients start their habit tracking journey with proactive analog methods.

CONCEPTS TO CONSIDER WHEN SELECTING A HABIT TRACKING METHOD

As you’ve heard me say before, with regard to calendaring and note-taking, the determination of whether you should go analog or digital, or which method within either category you choose, depends more on your self-knowledge than what’s popular.

If you love apps and prefer to gamify your habits, a habit tracking app may be your best bet, even if I would personally argue against it. If you have an artistic bent and find color motivating, selecting an analog habit tracker that lets you use colorful markers or crayons to track your progress might be the key to your inspiration.

Consider the following:

Delight — How much do you enjoy a particular method of tracking your habits? Do you get joy or a sense of calm when you stop to log or mark your progress because the colors please you or the app makes a delightful sound?
Convenience — How easily accessible is your method of tracking your habit? Does your tracking method need to be portable? If it’s just a card in your wallet or an app on your phone, it may not make a difference, but if you want to have a beautiful tracker, you’ll need to have drawing implements with you or wait until you’re wherever they are. Will that delay impact the likelihood that you’ll track what you do? Will you be less likely to perform the habit if your tracking method isn’t always visible?
Flexibility — Do you want to customize your tracker or just follow whatever already exists? For the same reasons that I find bullet journals stressful (too many options, too many reminders that I’m not artistic), I’d prefer an analog system that has practically no customization, but wouldn’t mind getting to plunk around with digital settings to change colors and graphs or charts in an app.
Measurement style — Do raw numbers have meaning to you, or do you need to see a bar chart? (And do you care whether your charts are vertical or horizontal?) Does a particular measurement style affect how much attention you’ll pay to your tracking? The attention you pay will surely have an impact on how much you improve.
Commitment and accountability — The nature of the habit tracking method you choose can increase (or decrease) how committed you are to tracking, and thus to the habit you are building. Does this method make you feel more committed? Does it make you feel accountable to it?

We manage what we monitor. ~ Gretchen Rubin

The more you embrace your habit tracking method, the more closely (in a healthy way) you will monitor it. And we are more likely to tweak and improve and, in the words of Gretchen Rubin, manage what we monitor.

We manage what we monitor. ~ Gretchen Rubin Share on X

ANALOG HABIT TRACKERS

There are a variety of analog habit tracking methods, from — yes, as Seinfeld did — making X’s on a blank calendar to buying or making your own cute trackers. The following are just a few suggestions so you can consider what you might like to try.

Adhesive Habit Trackers

Tiny adhesive habit tracker sticky notes have the advantage of fitting anywhere. If you use a paper planner (and if you need ideas about that, see Paper Doll’s Guide to Picking the Right Paper Planner), sticking your tracker on your current weekly page or even on the front of your planner will keep it — and your goals — front and center.

I’m a huge fan of almost anything in the 3M Noted by Post-it® line. I found the following in my local Target last year; the periwinkle shade drew me to it.

I haven’t been able to find this 2.9″ x 4″ Noted by Post-it® Habit Tracker at Amazon, but they are available at Target online and in stores. Online, 3M only mentions the pink version, for which they only have this tiny photo; the difference seems to be the “Make it a habit” label instead of the “Take (self) care” title.

The very-cool mäkēslife goal-setting/stationery store has a minimalist, $5 habit tracker sticky notepad. Because it only indicates the days of the week and has six lines for habits on each note, you can either track multiple habits each week, or one habit for six weeks (or two habits for three… you get the idea). The 60-sheet pad measures 3.25″ x 2.125″.

Adhesive habit trackers are quick and easy to grab, so they’re low-effort. Setting one up takes seconds, and checking a box or circle is no more effort than an X on the calendar. But only you know whether effort on the low end of the continuum will keep you motivated. Do you need more involvement to embrace the habit of tracking a habit?

Habit Tracker Printables

On various sites, you’ll find both free and for-purchase habit trackers. On Etsy, for example, a search of “Habit Tracker Printable” yields hundreds of choices, from the simple to complex.

This streamlined, downloadable Monthly Habit Tracker from MyLifePlans on Etsy comes in two styles, one with boxes and one with circles, and is just $1.74:

My colleague Katherine Macy of Organized to Excel references her own (free) downloadable, printable habit tracker in the post Practical Tips for Living Your Best Life: The Smallest Achievable Step.

Another fun option is from Cristina at Saturday Gift. Cristina has created free downloadable, printable spiral habit trackers in 28-, 30- and 31-day styles, as well as a variety of mini-trackers, trackers designed to be used in bullet journals, and more.

Printables are ideal for someone who prefers something that takes up a little more real estate and is less likely to get lost. You’re limited by the designer’s creation, though, so if you’re the type of person who needs a lot of customization, printables don’t offer much wiggle room for your muse.

Printables can also seem like homework. For an Obliger or Upholder (in Gretchen Rubin’s Four Tendencies parlance), this is a plus. If you’re a Rebel or Questioner, however, printables may work less for accountability and feel more like an (unwanted) obligation. Know thyself!

Habit Tracker Cards

Not everyone wants a sticky note or a full-size printable. Some people just want a tiny note they can tuck in their wallet or use as a bookmark, but keep handy.

Baron Fig has a series of 3″ x 5″ Strategist Index Cards in three styles: Dot Grid and To-Do, each $10/pack of 100 and Habit Tracker cards for $15/pack of 20. All have rounded corners. (The Dot Grid and To-Do cards are blank on the back; the Habit Tracker cards have motivating quotes on the reverse.)

Fancy Plans takes the popular spiral style of habit tracking to the card form in their 3″ x 3″ Linen Textured Habit Tracker Journal Cards. ($7.99 for a six-card set.)

These square, spiral habit trackers are tiny and designed to be clipped into your journal/planner pages. Each tracks up to eight habits for an entire month.

Unlike more traditional index-style cards, these are smaller, and if you weren’t great at coloring inside the lines in kindergarten, the teeny-tiny boxes might outweigh the visually appealing nature of the spiral. Fear not; we’ll be looking at a similar but more expansive option a few sections down.

At Home With Quita’s YouTube channel has a great video on how to use these. Scroll to about nine minutes in when the coloring begins.

Of course, you could make your own DIY habit tracker card if you had the patience (and a straight edge, pencil, and stack of dollar-store index cards).

I liked the minimalist combination of “Don’t Break the Chain,” DIY, and cards (if not actual card stock) illustrated in this video from the Robert’s Theory YouTube channel. I also thought the white/silver ink on the black background had a nifty visual appeal.

Habit Tracker Journals

As with printables, you will have an embarrassment of riches from which to choose when you search for habit trackers journals.

Baron Fig has created a Clear Habit Journal in collaboration with James Clear. The clothbound, hardcover, rounded-cornered, open-flat notebook features habit trackers, one-line-per-day journaling space, and lots of Clear-specific content. It comes in two sizes: Flagship (medium size at 5.4″ X 7.7″ and 224 pages) or Plus (large size, 7″ X 10″ and 208 pages). It’s $26.

However, if you want a journal that you could place on display to clock your habit tracking as the day goes by, there are a variety of styles, from gridded notebooks to artistic visions.

This Lamar Habit Tracker Calendar in the spiral style is undated, spiral-bound, and stands-up on its own, or you can hang it or lay it flat. It’s $16.95. You can track weekly and monthly habits.

If you’d like something a little more subdued, Weanos has a Habit Tracker Journal in a similar format, but with Kraft coloring, for $14.99.

And you can explore the internet (or even just Amazon) for a wide variety of other habit tracker journals.

DIY Your Bullet Journals for Habit Tracking

All of the prior options give you pre-ordained structure for tracking your habits. Personally, I don’t want to fiddle with lots of customization; it takes away from the time I would prefer to spend on my habits rather than on creating a system for tracking my habits. I’m willing to trade the beautiful and creative (admittedly, because my artistic leanings are neither beautiful nor creative) for having all the boxes be the same size and not having to worry about my chicken-scratch handwriting.

However, if you like the idea of having a notebook with you in which to track your habits, and if you want to embrace customization in terms of style and color, a bullet journal or other blank journal might be ideal for you.

The internet is full of options for formatting. You may want to start with this short list, all with mind-blowing graphics for tracking your habits:

50 Habit Tracker Ideas for Bullet Journals (Bullet Journal Addict)

25 Bullet Journal Habit Tracker Layout Ideas to Help You Build Better Habits (Habits Buzz)

121 Habit Tracker Ideas for Your Bullet Journal (Planning Mindfully)

45+ Bullet Journal Habit Tracker Ideas & Examples for 2023 (Develop Good Habits)

10 Habit Tracker Spreads (Bullet Journal Habit video)

Intentional Habit Tracking (Bullet Journal)

In addition to design ideas, and especially helpful for those of us who aren’t so artistic but might like to explore habit tracking with a bullet journal, there are two tools that I find delightful.

Stickers

Sometimes, flashing back to third grade is just what you need to get a boost of motivation. (Though sadly, I suspect it’ll be hard to find any scratch & sniff habit tracking stickers.)

Stickers are fun, colorful, and add pep to paper. When I visited Italy and the UK, I bought a variety of stickers for use in my paper planners. Stickers for tracking habits would be equally motivating.

Just Google “habit tracker stickers” and you’ll find a nifty bounty of colorful options.

The Grey Palette‘s Habit Tracker sticker sheets in cool or warm hues offer up 4.5″ x 6.5″ stickers (32/pack for $5.25) for tracking Sunday to Saturday habits and habit-specific stickers.

Mochi Things has a huge variety of color-dot stickers, calendar stickers, and grownup activity stickers made from PVC material and generally priced under $5 for a set. If you’d rather use dots than markers, the Circle Pigment See-Through Stickers might fit the bill (and prevent marker bleed-through in journals).

Rubber Stamp Blocks

If your fear of creating wiggly lines and lopsided grids in a bullet journal or DIY habit tracker is keeping you from embracing the format, rubber stamp blocks may be the secret shortcut.

I found a large number of calendar/planner/habit tracker rubber stamp blocks on Amazon, Etsy, and around the internet, but they all seem to follow the same patterns, so I encourage you to find a price and style that appeals to your aesthetic.

This Tosnail 18-Piece Bullet Journal Stamp Kit creates all the stencil/formats you need for bullet journaling, including dated and undated tracking grids, as well as formats for just listing the days of the week, as well as stamps for calendaring, list-making, meal-planning, and more.

Although I’m a Paper Doll, I know there are a variety of digital habit tracking solutions, from simple spreadsheet-based grids to cool Evernote habit tracker templates to apps galore. We’ll explore digital habit tracking in the near future.

Until then, how do you track your habits? Please share in the comments.

Paper Doll’s 23 Ideas for a More Organized & Productive 2023

Posted on: January 2nd, 2023 by Julie Bestry | 14 Comments

Happy New Year! And welcome to GO (Get Organized) Month 2023, where we celebrate efforts to make our spaces more organized and make ourselves more productive.

We in the National Association of Productivity and Organizing Professionals (NAPO) love this opportunity to help you make this year your best. To that end, today’s post offers up 23 ideas for achieving what you want this year in your space, schedule, and life.

CREATE A FRESH MINDSET

1) Learn last year’s lessons to build next year’s success.

You were probably super-busy last week, but I encourage you to read the final Paper Doll post of 2022. (Trust me, it was a good one!)

Organize Your Annual Review & Mindset Blueprint for 2023 is full of questions and resources for figuring yourself (and your last year) out.

I often joke to clients that while I’m not a mental health professional, I am like a marriage counselor between you and your stuff. Well, last week’s post is like a cross between a therapy session and a deep dive with your BFF. It rejects the demoralizing proposition of resolutions in favor of creating a fresh, motivating mindset for the coming year, whether with a word, quote, or motto of the year, and uses signage, a vision board, or a music playlist to keep your eyes on the prize that is your new and improved life.

2) Don’t take my word for it. Listen to James Clear.

If you’ve been paying attention to the news in the “habit” realm at all in the last few years, you know that James Clear wrote Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones, a book that takes the research of habit researchers (like Charles Duhigg in his The Power of Habit) and makes it all actionable.

Theory is good, but what most of us want is someone to tell us how to do it, and preferably in a way that doesn’t make us hungry, cranky, poor, or frustrated. Clear delivers.

But this year, he’s doing something special. Clear is offering a free email course called 30 Days to Better Habits: A simple step-by-step guide for forming habits that stick.

It’s not a bootcamp. Rather, as Clear explains, “Habits are not a finish line to be crossed, they’re a lifestyle to be lived.” Over eleven emails (after an introduction), one sent every three days, he’s going to gently teach principles to help cultivate a new lifestyle (and not merely a set of “tasks you can sprint through during a 30-day challenge.”)

There’s also an 18-page PDF workbook and a Google spreadsheet with more than 140 examples (!) of how to implement the strategies in the course and apply them to different habits.

The course is based on Atomic Habits, but he notes that you don’t need the book to successfully complete the course. However, because I originally read a library copy, I decided to buy my own, because he’s also got a nifty set of bonus packages for those who do buy the book. Basically, you email a copy of your receipt or other proof of purchase, and you get:

Bonus Guide: How to Apply Atomic Habits to Business
Bonus Guide: How to Apply Atomic Habits to Parenting
The Habits Cheat Sheet
Companion Reading Guide email series
Habit Tracker

For what it’s worth, I bought my copy New Year’s morning, and had received the bonuses by the time I had lunch!

3) Make strides towards delight, too!

One of my favorite sites is the UK-based Action for Happiness. Each month, they put out a stellar calendar of tiny (Clear might even call them atomic) actions you can take toward a better life. Each month is themed, and you can find daily reminders on their Instagram, Twitter, and Facebook accounts.

January 2023’s theme is Happiness, and on New Year’s Day, the assignment was to “Find three things to look forward to this year.”

If you’re wondering what happiness has to do with organizing and productivity — hi, you must be new here!

But seriously. Clutter — all the excess stuff in our spaces, in our schedules, and in our brains — wears us down. It’s not at all uncommon for clients to be dealing with clinical depression or anxiety disorders, and disorganization and lack of productivity (and the stress of toxic productivity), only contribute to greater unhappiness. Think of these daily themes less as homework (“I have to”) and more as opportunities (“I get to”) on the path to organizing your mental health.

4) Collect good days — literally!

Each day, make a habit of writing down something great that happened. You can consider this part of (or instead of) a gratitude practice.

Our lives fill up with what we give our attention, so let’s pay attention to the good stuff. Next year, when you’re doing your annual review, you’ll have a tangible resource for looking back on the year and see the highlights, what you considered valuable at the time, and what might have been forgotten had you not made a notation.

Our lives fill up with what we give our attention, so let's pay attention to the good stuff. Share on X

Create a spreadsheet, an Evernote note, a pretty notebook, or — and this is my favorite idea — a Jar of Joy! (Someone else came up with the concept, but I came up with the name. Write a few words or a sentence about whatever great thing happened on a slip of paper. Fold or roll it up, and toss it in a jar or glass canister. Consider using colored slips of paper to make the contents look prettier, and keep your Jar of Joy visible, so you can be reminded each day that good things are happening!

5) Remember that tiny tasks count toward a more productive life.

There’s a reason why James Clear (and, ahem, Paper Doll) believes that those teeny, tiny steps lead to success. Whatever you want to achieve, whatever goals you have, I’d like to encourage you to figure out the teeniest, tiniest, itsy-bitsyist thing you can do to get yourself microscopically closer to the finish line…heck, to the starting line.

Adam Bulger at Fatherly.com came up with 27 Life-Changing Micro Habits That Require Only A Few Minutes. Many of the habits on this list take less than a full minute to accomplish. I liked item #23 on his list:

Always put one thing away before you leave whatever room you’re in. If you’re overwhelmed by clutter, you feel like you don’t have time to clean but habitually chipping away at the mess, one piece at a time, can make it more manageable.

pic.twitter.com/tUyJbfeIpU

— Liz Fosslien (@fosslien) June 28, 2022

START PLANNING YOUR YEAR

6) Select your planning system.

If you’re a digital person, your calendar is a continuous scroll of everything you’ve got planned. But if you’re a paper planner person (try saying THAT three times quickly!), you may have delayed getting a planner out of fear of buying the wrong one, or perhaps you’ve just not written in what you did buy, because you “don’t want to mess it up.”

It’s your planner. You can fill it in with crayons and use scratch-&-sniff stickers, and it’ll be OK. Whatever inspires you to log your meetings and appointments, block your time, and work toward your deadlines is fine with me. (And if anyone gives you guff, send them to Paper Doll. I’ll set them straight!)

If you’re still struggling with how you’ll plan your 2023, go visit Paper Doll’s Guide to Picking the Right Paper Planner. It covers the features you need to consider in a planner (including whether you’re better off with digital or paper), as well as pointing out some of the best options.

Photo by 2H Media on Unsplash

The key to organizing your life is being able to visualize your time. So get everything out of your head and in front of your beautiful eyeballs.

7) Move into your new planner now.

Make a cup of cocoa, grab last year’s planner or pull up your digital calendar (using two screens, like your computer and your phone simultaneously) — compare apples-to-apples.

Go page-by-page through last year’s schedule and copy over everything that recurs on the same dates, like birthdays and anniversaries. Digital users can skip this step.

Next, add events that happened last year and are already scheduled to happen again, but not on the same dates (like conferences, work retreats, mammograms, dental appointments, etc.).

Use last year’s calendar to help prompt you to make a list of everything you need to schedule or add to your long-range tasks, like setting an appointment with your CPA to discuss tax issues.

8) Don’t forget to plan time for your activities.

Appointments aren’t everything. Make time in your schedule for thinking, doing your creative work, attending to self-care, and so much more. Whenever clients complain to me that they don’t have time to accomplish something that they swear is important to them, I ask them to show me where they’ve put it on their schedules. [Insert cricket noises here.]

The truth is that if you don’t prioritize something by making time for it, it’s not really a priority to you. Treat yourself with the same respect you’d treat your boss or your best client or your Grandma, and make time for what matters:

Struggling To Get Things Done? Paper Doll’s Advice & The Task Management & Time Blocking Virtual Summit 2022 (I’ll have news about the 2023 summit coming soon!)

Playing With Blocks: Success Strategies for Time Blocking Productivity

Organize Your Writing Time for NaNoWriMo 2022 (Even though the post is ostensibly about making time to write, it’s applicable to make time for anything you value.)

9) Nurture your commitment to your planning system…every day.

If there’s so much going on in your life that you forget to check your planner or digital calendar and task system until it’s too late, upgrade your accountability support:

Set an alarm on your phone to ring at around 5 p.m. daily to remind you to check your calendar and tickler file for the next day and the coming week.

If you have an assistant (especially if you both work remotely) schedule time each day to review newly-added appointments and obligations.
Have a family meeting on the weekend to make sure every appointment and school pick-up is covered.
Schedule your next appointments before leaving anyplace you visit intermittently (doctor, dentist, massage therapist, hair or nail salon, etc.) — but only if you have your calendar with you. Otherwise, ask them to call you. Never agree to any date without your planner nearby. In fact, if you tend to agree to too much, say that your professional organizer told you that you’ll have to wait to check your schedule before taking on any new obligations. (Blame me; I won’t tattle.)

10) Know where your time is going — before it gets away from you!

It really doesn’t help you schedule all of the things you’re supposed to be doing if you don’t have a handle on what you’re actually doing. To that end, Laura Vanderkam is doing something nifty.

You may know Laura from her podcasts, her blog, or her several books, including 168 Hours: You Have More Time Than You Think, Off the Clock: Feel Less Busy While Getting More Done, and the recently published Tranquility By Tuesday: 9 Ways to Calm the Chaos and Make Time for What Matters.

Laura is running the 168 Hours Time Tracking Challenge — and yes, I signed up for this one, too. I’ve always enjoyed Laura’s writing, but when we both participated in the 2022 Task Management and Time Blocking Summit, I really got to peek behind the curtain to see how she thinks about time and our use of it. She’s talking about time concepts and strategies that are too rarely discussed.

The 168 Hours Time Tracking Challenges doesn’t start until the middle of next week, January 9, 2023, so there’s still time to sign up. After signing up, you’ll get links to resources and suggestions for tracking your time on paper (via Laura’s time sheets) or digitally, as well as links to her other writings on the subject.

Like tracking what you eat (which can be emotionally distressing), tracking what you do with your time can be uncomfortable. When you realize you’re spending 3 hours a day on social media — and your job is not as a social media influencer — you may be upset. But if you recognize that you’re spending 90 minutes (or more) of every day “making do” with software that keeps freezing or helping a co-worker who takes advantage of your kindness, you’ll become more aware of challenges you can then overcome!

BECOME YOUR OWN MONEY HONEY

11) Make a TAX PREP folder. Actually, make two.

Tax season has started. Within a matter of weeks, your mailbox will start filling up with W-2s and 1099s, and you’ll need to keep them safe. At the very least (if you haven’t done it already), create a folder with a simple name like 2022 Tax Prep.

Look around for all of your tax-deductible receipts and charitable donation paperwork, and pop those in; when forms start arriving in the mail, put those in, too. Some of your important tax forms may come by mail; others, like your investment accounts or health insurance annual summary, might live in your online accounts, requiring you to log in.

This one two-minute task will save you so much time down the road. And time is money, so whether you do your own taxes or hand things off to a CPA, you’ll be saving the Benjamins as well as the clock-hours.

You don’t have to get fancy. A manila folder set in the front of your financial files is fine; or get a dedicated accordion folder like the Smead All-in-One Income Tax Organizer.

12) Stop hiding from your financial truths.

You have to answer mail call! Not looking at your bills when they come in the mail (or email) is like ignoring a pain that gets worse and refusing to go to the doctor because you’re afraid of bad news. Financial ills don’t go away on their own.

Not looking at your bills when they come in the mail (or email) is like ignoring a pain that gets worse and refusing to go to the doctor because you're afraid of bad news. Financial ills don't go away on their own. Share on X

Why not start bossing your money around instead of letting it bully you?

Over the course of the next few weeks, get in the habit of putting your bills and statements all in one place, like a folder next to your computer. If you normally just get a reminder to log in and pay a bill, make a point of downloading and/or printing out your monthly statement.

Make a list of all of your credit cards, loans, and other debts, as well as their balances and interest rates. Seeing it in black and white is the first step toward taking control of your financial future.

13) Get a financial accountability partner!

Last year, I said, “If you don’t know the difference between an NFT and BBQ…” It turns out a lot of people were investing in NFTs and cryptocurrency when they would have been better off having a backyard barbecue and inviting their friendly neighborhood fee-only Certified Financial Planner.

I’m no expert in cryto-currency. (And your brother-in-law’s cousin almost assuredly isn’t!) But whether you want to know whether you invest more in your 401K or your IRA, a fee-only CFP can help you out when your eyes start to glaze over. You pay for their expertise, and they give you unbiased advice because fee-only CFPs don’t get any commissions on investments you make.

Does thinking about investment vehicles feel like choosing between between becoming a rock star or an NBA star (because of their equal improbabilities)? If you need support and strategies for getting your bills paid on time, every time, there are NAPO members who are financial organizers; you can also find a Daily Money Manager through the American Association of Daily Money Managers (AADMM).

BECOME A VIP WITH YOUR VIPs

14) Get your vital documents in order.

It’s a sad fact of life that people get sick or incapacitated, and sometimes shuffle off this mortal coil far too soon. Whether it’s illness or natural disasters or some other kind of calamity we don’t want to think about, we need to get our affairs in order. And that means getting paperwork straight.

Check in with these posts for step-by-step guidance to making sure you’re covered with up-to-date vital documents and a way to keep them organized.

A New VIP: A Form You Didn’t Know You Needed — If you or anyone in your life is in Medicare, please make sure you read and act on this post! This is not one that you should put off.
Ask Paper Doll: Do I Really Need A Safe Deposit Box?
How to Replace and Organize 7 Essential Government Documents
How to Create, Organize, and Safeguard 5 Essential Legal and Estate Documents
The Professor and Mary Ann: 8 Other Essential Documents You Need To Create
Protect and Organize Your COVID Vaccination Card

15) Put your foot on the brake before automatically renewing your car insurance.

If you haven’t shopped insurance to compare prices and coverage in recent years — or ever — this is really the time to do it.

This year, I updated an older post that explained all of the elements of auto insurance, as well as how and where to organize your paperwork.

Organize for an Accident: Don’t Crash Your Car Insurance Paperwork [UPDATED]

But the post also talks about the wisdom of comparison shopping. While you’re at it, shop around for homeowners’ or renters’ insurance, as well. Why not organize some discounts while you’re organizing your paperwork?

16) Clean out your wallet and make an inventory.

You’ve probably got too much in your wallet. If you keep it in your purse, it’s giving you shoulder pains; if it’s in your back pocket, you’re likely misaligning your spine. Why not take a lunch hour and declutter your wallet, and then put it all back so it makes sense to you?

While you’re at it, this is the perfect time to take an inventory of the licenses, insurance cards, and debit/credit cards you have in there and all the information contained on them.

Pull everything out of your wallet, make two columns of cards on the table, and take a photo with your smartphone. Then flip each card over in the same position, and photograph the back. Easy-peasy. (If you’ve got a home scanner/copier, it’s fine to use that, but I’ll discourage you from using a public copier; it’s too easy for someone to surreptitiously snap photos of your information over your shoulder.)

Remember to password-protect the document on your phone or in your cloud back-up.

EMBRACE PAPER DOLL‘S CLASSIC PRINCIPLES ABOUT ORGANIZING

17) Follow the Ice Cream Rule.

I tell my clients, “Don’t put things down, put them away.” The word “away” assumes you’ve already got a location in mind. But good organizing systems have two parts: the where & the how.

When you bring groceries home, you put the ice cream away in the freezer immediately to keep from having a melted, sticky mess. It’s pretty rare for someone to put away the toilet paper or breakfast cereal before the frozen foods. The freezer is the “where” but putting the ice cream away first is the “how.” It’s so innate, you don’t even think about. But for most of your stuff, including papers, you do have to think about it.

Whatever comes into your space, when you go shopping, or even when things are free, decide on a home before you bring it in.

Once it’s in your space, build fixed time into your schedule for how/when you’ll deal with maintaining it or getting it back to where it lives. When will you do laundry? When will you file financial papers? What will be your trigger — when the laundry basket or in-box is full, or will you put it on your calendar?

Remember: “Someday” is not a day on the calendar.

18) Everything should have a home, but not everything has to live with you.

Clients are often so focused on organizing what they already have that they ignore a key truth: not everything you own needs to stay with you forever.

If it’s broken and you’re not willing to spend the time or money to repair it, let it go. If you’re sentimentally attached to something that’s outdated or takes too much space or effort to keep, take a photo of you holding it or wearing it. Then set it free!

If you have piles and files full of clippings and articles you haven’t looked at in years, you’re not alone. 80% of what gets filed is never accessed again. Trust that the internet is a vast storehouse of everything you’d want to look up, and if the paper you’re holding has nothing to do with you, personally, or reflects information you’ve long since learned by heart, recycle it and give yourself space.

19) Don’t fight clutter with more clutter.

I love The Container Store and all the office supply stores as much as every other professional organizer. (Really!)

But buying oodles of storage containers — bins, boxes, tubs, and shelves — can only help you organize if you pare down to what you need and want.

Photo by Lia Trevarthen on Unsplash

When you see a great outfit at the store but it’s not in your size, you shouldn’t say, “Hey, I’ll buy this now and then lose (or gain) 30 pounds to fit into it.” Even if you do declutter the personal poundage, you never know from where, exactly, that weight will disappear. It almost certainly won’t be a perfect fit.

I’m not saying never to acquire storage containers (adorable or otherwise), but do it last. Once you pare down, pick colorful, fun containers that suit your needs, space, and tastes.

20) Take baby steps. Declare small victories. Don’t feel like you have to do it all.

When it comes to clutter, it’s not the space it takes up in your house, it’s the dent it puts in your life! If you’re late every day because you can’t find your keys and your kids can’t find their homework, it’s a much bigger deal than a cluttered guest room closet or drawers of old birthday party pictures that haven’t been scrapbooked.

Focus on your biggest daily stressors, break them down into small, actionable steps, and solve those first. You don’t need to do it all at once, but if you develop a habit of doing a little bit at a time, once your space is straightened up, maintenance will feel natural.

What you don’t do is just as important as what you do. pic.twitter.com/sE6BrMyUAm

— Sarah Arnold-Hall (@saraharnoldhall) November 6, 2022

21) Declare bankruptcy on clutter debt.

Give yourself permission to declare bankruptcy on the “debt” of unread magazines, charitable contribution requests that aren’t really your cause, unworn clothes three sizes too small, or email from last July. In the words of Elsa, LET IT GO!

Keeping something just because you spent money on it or because it was a gift doesn’t make it any more valuable or useful; it just ends of costing you time (dusting or caring for it), space (that you could use for more important things), or money (spent on dry-cleaning or storage rental).

Keeping something just because you spent money on it or because it was a gift doesn't make it any more valuable or useful; it just ends of costing you time, space, & money. Free up the mental energy! Share on X

22) Hire a professional organizer.

As a Certified Professional Organizer®, I see how much my clients get out from support to make difficult decisions and develop systems to surmount those challenges. Find a professional organizer near you (or a virtual organizer) by using NAPO’s search function. You may also want to consult with our colleagues in the Institute for Challenging Disorganization.

Whether you need to reinvigorate a closet, learn how to use Evernote to get your productivity zipping along, or downsize Grandma’s house so she can move to Boca, professional organizers can show you the way. We’re not just experts in organizing stuff, but experts in helping you figure out how best to organize your ways of thinking and living.

23) Be gentle with yourself.

Getting organized and being productive is a constant battle between your goals and other people’s expectations of you. Focus on what you need and want.

In the words of Mary Oliver poem The Summer Day, “What is it you plan to do with your one wild and precious life?”

The purpose of organizing and being more productive is to make your life easier — so that you can spend it doing the things you like with the people you love.

Happy New Year! Happy GO Month!

Organize Your Annual Review & Mindset Blueprint for 2023

Posted on: December 26th, 2022 by Julie Bestry | 10 Comments

The holiday week is the perfect time of year to plan for next year, to set goals and intentions, and get a fresh start. Of course, you don’t need a new year for that. Check out Organizing A Fresh Start: Catalysts for Success from this past September to see all the ways you can find inspiration for fresh starts quarterly, monthly, weekly, and each day.

But before we can design the coming year, it’s essential to review the past, and to get a handle on what worked (and didn’t) so that we can use that knowledge to set us up for future successes.

LOOK IN THE REAR-VIEW MIRROR

On the very businesslike side of the productivity realm, this is called an annual review. People in the corporate world often experience this in terms of a sometimes-feared, often-maligned annual performance review.

That’s where you tell your boss how you think you did during the course of the year (in hopes of a raise, promotion, and an atta-boy/atta-girl), and your boss tells you how the company thinks you did (in hopes that you’ll be so thankful to have a job, you won’t notice that any extra money is going to the CEO’s newest yacht).

But a personal annual review, which can cover both lifestyle and professional topics, is solely for your own benefit. It’s to help you figure out the who, what, where, why, and how of your past year so that you can find the common threads (or snags) in your successes (or challenges).

Gather Supplies

The process is as formal or informal as you’d like, but I encourage you to start with some of the tools you use to create the structure of your year:

planner or calendar
journal
correspondence — email or text threads — with your best friend, accountability partner, or mastermind group
a sense of your values

With a pen and paper (or fresh Evernote note or blank document), sift through what you’ve written and logged about your life over the past year. Where did you go, with whom did you meet, and what did you do? As if you were reading a mystery, you’ll find yourself noticing clues to patterns in your year. (Feel free to wear your Sherlock Holmes deerstalker hat.)

There are a few kinds of clues, and depending upon your life and work, as well as what you value, different clues will yield evidence for making different kinds of decisions.

Know Your Values

Speaking of values, these are not uniform across nations, regions, communities, families, or even periods of our lives. In the United States Army’s Basic Combat Training, they focus on seven values: loyalty, duty, respect, selfless service, honor, integrity, and personal courage. Conversely, the immigration portal for the Durham Region of Ontario, Canada lists Canadian values as “equality, respect, safety, peace, nature – and we love our hockey!”

If you’re not quite sure how to identify the values that help you plan your life, here are some great resources:

Nir Eyal’s 20 Common Values [and Why People Can’t Agree On More] (Eyal is the author of Indistractible: How to Control Your Attention and Choose Your Life.)

James Clear’s 50 Core Values list (Clear is the author of Atomic Habits.)

Brené Brown’s 118 Dare To Lead List of Values (Brown is the author of Dare to Lead, as well as Daring Greatly, Rising Strong, and The Gifts of Imperfection.)

The Happiness Planner’s List of 230 Core Personal Values

Some people highly value achievement and contribution; for others it’s balance and inner harmony. For me, it’s knowledge, usefulness, and humor.

We’ll get to how to use your values in a bit. For now, it’s just helpful to go through one (or more) of these lists and identify from three-to-five overarching values that resonate with you and how you aspire to live your life.

Ask Qualitative Questions

The Good

What challenges made me feel smart, empowered, or proud of myself this year?
What did I create?
What positive relationships did I begin or nurture?
Who brought delight to my life?
Who stepped up or stepped forward for me?
What was my biggest personal highlight or moment I’d like to relive?
What was my biggest professional moment I’d want to appear in my bio?
What’s a good habit I developed this year?

The Neutral

What did I learn about myself and/or my work this year?
What did I learn how to do this year?
What did neglect or avoid doing out of fear or self-doubt?
What did I take on that didn’t suit my goals or my abilities?
What was I wrong about? (Note: Being wrong isn’t a negative. Not one of us knows everything. In the words of Dr. Maya Angelou, “Do the best you can until you know better. When you know better, do better.”

The Ugly

What challenges made me feel weaker or less-than?
Whom did I dread having to see or speak with this year?
Who let me down?
Whom did I let down?
What did I do this year that embarrassed me (professionally or personally) or made me cringe?
When did I hide my light under a bushel?
What am I faking knowing how how do? — Instead of pretending you know how to do something but are choosing a different path, ask for help. Make decision about what to do from a position of strength rather than weakness.
What’s a bad habit I regret taking up or continuing?
Where did I spend my time wastefully or unproductively? (It’s social media. For all of us.)
Where did I spend my money wastefully or unwisely? (Target? Let’s take a poll. Was it Target?)

Although most of these are questions I’ve developed over the years, the inspiration for including this list came from the Rev Up for the Week weekly newsletter put out by Graham Allcott, author of How to Be a Productivity Ninja, among other titles.

2022 Year In Review: 50 Powerful Questions To Help You Reflect, which includes questions for looking back as well as looking ahead.

Ask Quantitative Questions

The quantitative questions, the ones that can be measured in “how much?” or “how many?” or “how often?” will depend on the metrics by which you’ve measured yourself in the past (or expect to in the future).

I’m not a quantitative person because I find that raw numbers rarely reflect context. If you asked “how many pounds did I lose in 2022” but you were pregnant or recovering from an illness or in mourning, the answers would be useless. It reminds me of the quote variously (but likely inaccurately) attributed to Albert Einstein:

Everybody is a genius. But if you judge a fish by its ability to climb a tree, it will live its whole life believing that it is stupid.”

If you’re a fish, don’t pick metrics for monkeys.

*Everybody is a genius. But if you judge a fish by its ability to climb a tree, it will live its whole life believing that it is stupid.* If you're a fish, don't pick metrics for monkeys. Share on X

That said, if you have metrics that matter to you, by all means, measure. But again, make sure those metrics measure what you actually value. Some ways to measure:

Professional Efforts:

How often and when was I asked to contribute (to a team effort, a podcast, a conference)?
How much revenue did my efforts bring in?
How many clients did I serve?
How many new clients (or projects) did I bring in?

Physical Health:

How many reps can I do of X? (Or, by how many reps did I increase my stamina for X?)
How many steps or miles did I walk (or run or swim or pedal)?
How often did I “complete the rings” on my Apple Watch or hit the goals set in my app?

Financial Strength:

By how much did I decrease (or increase) my debt?
How much did I invest? (Note: Measuring the performance of your investments is important for driving your future investment decisions, but actual investment performance isn’t a measure of your abilities — I mean, unless you’re a stockbroker. You don’t control global markets; you don’t control the products or services or marketing strategies of the companies in which you invest. Please don’t judge yourself by your stock performance.)

Ask How Your Year Measured Up To Your Goals and Values

Goals and values are different. In both qualitative and quantitative ways, we can flip through our calendars and our LinkedIn achievements to see where we’ve hit the benchmarks we’ve set for ourselves. We all know about SMART goals and the importance of them being measurable.

But values? You can’t check off a box to say you’ve “done” a value. But that doesn’t mean you shouldn’t consider whether your accomplishments are in line with your actual values.

We all have things at which we’re stellar, things that we may consider (or others may consider) to be our superpowers. I have a mug that reads, “I WRITE. What’s your superpower?” Writing (and talking — so much talking) is intrinsic to who I am. Because knowledge, usefulness, and humor are my values, when I’m writing this blog, I’m in alignment.

But for most values, it can be hard to tell and certainly hard to measure. One method to measure if you’re living in alignment with your values (and the goals toward those values) comes from the Acceptance and Commitment Therapy (ACT) modality.

ACT is a type of psychotherapy that focuses on emphasizing actions that increase well-being, and the ACT Values Bulls-Eye helps people not only identify their values but envision how well they’re doing in trying to live in alignment. This short video offers some guidance for using a simplified version of the Bull’s-Eye; online, you’ll find a variety of modifications for circles, stars, and graphs.

Get Creative in Describing Your Year

Not everyone wants to feel like they’re putting themselves through a performance interview. But there are creative ways to look at the year you’ve just survived.

Morgana Rae, a wealth and life coach who transforms people’s relationships with money, had an interesting idea in her newsletter last Friday. She said that she had a “one-step super trick for empowerment” in the new year — to end the prior year with a headline!

Don’t worry, you don’t have to pretend to work for the New York Times or a clickbait web site. Morgana’s was “2022 was the year that nothing worked out as planned, but everything worked out.” In 2009 (the year I was hospitalized 6 times and mostly couldn’t work with clients), my headline could have been, “2009 was the year that gave me lots of entertaining-in-retrospect cocktail party anecdotes.”

In 2009 (when I was hospitalized 6 times and couldn't work), my headline could have been, *2009 was the year that gave me lots of entertaining-in-retrospect cocktail party anecdotes.* Share on X

(Note: In January, Morgana is releasing a 10th Anniversary Edition of her best-seller, Financial Alchemy.)

If you’re pithy enough for headlines, could you end 2022 by describing it as a novel or a movie? You were the protagonist, but who (or what) were the heroes and villains of the story? What was the plot? Try to accurately — and/or entertainingly — describe your year in a paragraph.

Don’t Reinvent the Wheel

You don’t have to figure this out on your own. The free, downloadable YearCompass is a popular resource for a reason. Download this fillable, printable PDF — print the booklet version and fill it out by hand, or type your answers in the digital version — and explore the creative questions to get a deep, abiding sense of what your year really meant, and how to approach the coming year.

DESIGN A BLUEPRINT FOR NEXT YEAR’S MINDSET

Once you have a strong handle on the year that was, you can begin to set your goals and benchmarks for the year that will be. But writing down goals and creating a task list isn’t always motivating. That’s because we’re not all motivated the same way. In Gretchen Rubin‘s Four Tendencies Quiz, I’m definitely an Obliger.

If you’re not familiar with the basics of the Four Tendencies, the categories reflect how we respond to expectations. As an Obliger, I respond best to outer expectations — and so accountability (through working with my accountability partner, the magnificent Dr. Melissa Gratias, and with my Mastermind Group) is the key to meeting my goals. Inner expectations? Yeah, I blow right past those.

You might be an Obliger, Upholder, Questioner, or Rebel. Upholders do well with discipline; Questioners need to know the “why” behind the what; and Rebels? Well, I suspect everyone’s still trying to figure out how to get Rebels to do what they believe they want to (and should) do.

Resolutions

Beyond figuring out what kind of support works best for you, it helps to borrow from marketing. For a long time, resolutions had a good long run. But the truth is most people break their resolutions. (Read James Clear’s Atomic Habits for a handle on why that is.)

So, with that in mind, let’s go back to Graham Allcott and his video, How to Not Suck At Your New Year’s Resolutions.

And if you still want to make resolutions, take a peek at Vox’s In Search of an Attainable New Year’s Resolution, science-based piece (including advice on a values-based approach).

But again, I’m less a fan of making resolutions, and more inclined to cheer on a big, bold way to set an attitude for the coming year. There are a few we’ve discussed at Paper Doll HQ over the course of the years.

Word of the Year

Pick a Word of the Year to help you focus your attentions on your intentions.

Another way to think of it is, what is your theme for 2023?

Whether or not you define what you will do with goals or resolutions, choosing this word helps clarify the approach you will take. To quote myself from four years, ago, the idea is that you pick a word that “encapsulates the emotional heft of what you want your year to look and feel like.” Each time you agree to take something on, you can ask whether that event or project resonates with the word you’ve picked.

Decide for yourself what the rules are. Do you want to pick a word based on what your life was missing this year? Or go for a bold new direction in which you want to take your life?

As a colleague embraced retirement this year, she picked the word “humor” for 2022 and used her newfound time to post something funny every day on social media, bringing levity to her friends.

I consider my word as carefully as picking the three wishes I’d request from a genie. I think I’ve seen too many episodes of the Twilight Zone; I know that if something isn’t worded well, I can feel cursed. The year I picked “resilience,” I ended up with too many unfortunate things from which to bounce back.

I’ve told the story before that I picked “ample” for 2020, humorously entering the year with the phrase, “Ample: it’s not just for bosoms anymore.” 2020 gave us ample opportunities to sit at home, worry, and sanitize our hands. I had much more luck in 2021 with “delighted,” but wasn’t able to find a word that resonated this year.

For 2023, my word is fulfilled.

Here are some ideas for picking yours.

Word of the Year for 2023 (Goal Chaser)

Find Your Word for 2023 (Susannah Conway)

One-Word Themes for 2023 (Gretchen Rubin)

Quote or Motto of the Year

One word isn’t enough for some people. (Me. I mean me.)

Put on your marketing manager hat and consider what kind of quote, motto, or imperative phrase would motivate you.

By the way, to make sure I wanted to say “imperative phrase” I asked Siri and in my (male, Irish) Siri’s lilting voice, the reply I got was, “Imperatives are used principally for ordering, requesting or advising the listener to do (or not to do) something: “Put down the gun!”, “Pass me the sauce”, “Don’t go too near the tiger.”

Indeed. As a motto for 2023, “Don’t go too near the tiger” seems like a pretty wise option.

I’m not kidding. The “tiger” in question might be someone trying to get you to volunteer for one more committee or an acquaintance who drains your energy.

Whether you pick a word, a quote, a motto, or a mantra, put your motivator front and center. I discussed these ideas at greater length in Organizing A Fresh Start: Catalysts for Success, but find ways to infuse your year with your word or concept.

Use signage — Post your word or phrase on your fridge, the bathroom mirror, a sticky note in the center of your steering wheel, or wherever it will grab your attention. Get yourself a fun little felt word board with changeable letters and put it on display in your home or office.

Alternatively, you could get a customized “Word of the Year” sticker, piece of jewelry or a plaque on Etsy.

Create a vision board — Combine your words with inspiring images to make your year’s theme resonate. My colleague Janine Adams, and her podcasting partner Shannon Wilkinson, had a great episode of their Getting to Good Enough last week on Creating a Vision Board.

I’m so design-challenged, but Janine talked about free, easy methods for creating a digital vision board that made me rethink my aversion. Janine and Shannon recommended this video from business consultant Ellen Coule.

Put together a playlist of songs that reflect your word or theme — At the start of every day, before you even get out of bed, play at least one song from the playlist to rev yourself up for achieving your goals.

For example, if you’re not happy where you are — in your job or your life or your fourth-floor walkup apartment — and want to inspire yourself to proactively move toward your next big thing, play The Animals “We Gotta Get Out of this Place” (which, by the way, was my theme song during graduate school for exactly the reason you think). For some, a positive song makes more sense; for others, reminding yourself of what you don’t want may motivate. Do you prefer a carrot or stick approach?

On the TV show Ally McBeal, several episodes dealt with Ally coming up with a theme song for her life. I’ll leave you with the song she picked.

My dearest Paper Doll readers, thank you for coming along on this journey with me. May your annual review be enlightening and your word or theme for 2023 inspire you. If you’ve already got a word or motto for the year, please share in the comments.

Happy New Year, and I’ll see you next year!

Paper Doll’s Guide to Picking the Right Paper Planner

Posted on: December 19th, 2022 by Julie Bestry | 10 Comments

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

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. Share on X

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.

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

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Archive for ‘Planning’ Category

2025 Wrapped: Do An Annual Review To Design Your Best Life

WRAPPING UP PAPER DOLL’S 2025

THE EXAMINED LIFE: BEYOND THE STATS

EXAMINING YOUR OWN LIFE

Find the Treasure

See the Whole Picture

The Good

The Neutral

The Ugly

WHAT SHOULD YOU DO WITH YOUR ANNUAL REVIEW?

Use What You Learn

Try Year Compass

Value Your Values

HOW TO WRAP UP LAST YEAR FOR THE BEST SHOT AT THE NEW YEAR

Paper Doll Post:

Like this:

Paper Doll Helps You Find Your Ideal Analog Habit Tracker

THE BENEFITS OF HABIT TRACKING

THE DRAWBACKS OF HABIT TRACKING

DON’T BREAK THE CHAIN: THE BASIC CONCEPT

AUTOMATED HABIT TRACKERS

CONCEPTS TO CONSIDER WHEN SELECTING A HABIT TRACKING METHOD

ANALOG HABIT TRACKERS

Adhesive Habit Trackers

Habit Tracker Printables

Habit Tracker Cards

Habit Tracker Journals

DIY Your Bullet Journals for Habit Tracking

Stickers

Rubber Stamp Blocks

Paper Doll Post:

Like this:

Paper Doll’s 23 Ideas for a More Organized & Productive 2023

CREATE A FRESH MINDSET

1) Learn last year’s lessons to build next year’s success.

2) Don’t take my word for it. Listen to James Clear.

3) Make strides towards delight, too!

4) Collect good days — literally!

5) Remember that tiny tasks count toward a more productive life.

START PLANNING YOUR YEAR

6) Select your planning system.

7) Move into your new planner now.

8) Don’t forget to plan time for your activities.

9) Nurture your commitment to your planning system…every day.

10) Know where your time is going — before it gets away from you!

BECOME YOUR OWN MONEY HONEY

11) Make a TAX PREP folder. Actually, make two.

12) Stop hiding from your financial truths.

13) Get a financial accountability partner!

BECOME A VIP WITH YOUR VIPs

14) Get your vital documents in order.

15) Put your foot on the brake before automatically renewing your car insurance.

16) Clean out your wallet and make an inventory.

EMBRACE PAPER DOLL‘S CLASSIC PRINCIPLES ABOUT ORGANIZING

17) Follow the Ice Cream Rule.

18) Everything should have a home, but not everything has to live with you.

19) Don’t fight clutter with more clutter.

20) Take baby steps. Declare small victories. Don’t feel like you have to do it all.

21) Declare bankruptcy on clutter debt.

22) Hire a professional organizer.

23) Be gentle with yourself.

Paper Doll Post:

Like this:

Organize Your Annual Review & Mindset Blueprint for 2023

LOOK IN THE REAR-VIEW MIRROR

Gather Supplies

Know Your Values

Ask Qualitative Questions

Ask Quantitative Questions

Ask How Your Year Measured Up To Your Goals and Values

Get Creative in Describing Your Year

Don’t Reinvent the Wheel

DESIGN A BLUEPRINT FOR NEXT YEAR’S MINDSET

Resolutions