Wherever I go, people comment on my planner.
My dentist laughs at me for carrying something so big when I already have a smart phone. Sales clerks notice my receipt/finance tracking. Moms at our Retreats ask if they can just look through it for a few minutes so they can see how it works.
There isn’t one “right way” to implement M.O.M., but if you’re a paper-planner girl, and if you’d like to see how I personally use my FranklinCovey planner to run my own family and The Power of Moms, I’ve put together a video where I basically open my planner (and a little bit of my heart) to the world.
If FranklinCovey had a cheerleading team, I would be the first to sign up. In fact, I got so excited talking about my planner that this video got a little long, so I’ve included some time codes below to help you out:
0:00 – 2:25 Intro: Why I made this video, my history with FranklinCovey Planners, and my thoughts on digital vs. paper.
2:25 – 4:30 Front Section: How I use my planner as a wallet, where to put loose papers, what I do with the opaque zipper pouch, and where I keep my insurance cards, business cards, etc.
4:30 – 6:40 Monthly Calendar and Master Task List: I keep the calendar pretty simple, with details written in the “notes” section on the right-hand side of the page.
6:40 – 7:30 Spending Record: I track all receipts/discretionary spending on the page right after my monthly calendar.
7:30 – 12:10 Daily Two-Page Planner Pages: Daily task list is on the left (divided into quiet time, “with children”, and errands) and space for notes is on the right (photos below).
12:10 – 14:45 Compass Card/Pouch = Immediate Next Actions List: I label this card with home/phone/errands/agendas/computer, and then I write my very top-priority action items within the appropriate contexts.
14:45 – 21:00 Back Tabs: This is where I keep my Current Projects Lists and Important Next Actions Lists.
21:00 – Description of Cozi.com–how I use my smart phone for shopping lists.
22:00 – More on the Back Tabs: These hold agenda items for conversations with my husband, social engagements, Someday Lists, writing/podcast ideas, and quick journal keywords.
25:50 – Routines and Responsibilities: I have a spreadsheet (I shrunk it to fit my planner) that outlines daily, weekly, monthly, quarterly, and yearly routines–plus the housework routines I’d ideally like to use.
26:45 – 31:00 Finances and Project Support Materials: I’ll show you my expense envelopes and how I track my children’s money. I’ll also talk about how I outline large projects within the back tabs and track key agenda items for The Power of Moms.
31:00 – Closing/How Your Planner Choice can Evolve: I used to use a Pocket-sized planner, and now I use Classic. I’ll show you the Storage Binder that you can purchase to go along with your regular planner.
If you would like to see a couple of close-up shots of my daily page, here you go!
This is my daily task list.
I consider this to be an extension of my calendar. Each morning, I look at my monthly calendar, and then I flip to my daily page to see which things need to be done on that specific day.
Things on the top are “Quiet Time Work.” On this day described above, I was looking into becoming an affiliate with eMeals and FranklinCovey, preparing a lesson for church, looking for a location for a M.O.M. Workshop, sending out our Power of Moms newsletter and our Bloom mid-week reminder, checking into some PayPal codes, researching Google + hangouts, and trying to locate visual aides for the M.O.M. Seminar during one of our Retreats.
You’ll notice that I do have a couple of arrows there (doing my monthly planning and researching coconut oil for my mom). Those things were moved to the next day. I try to never rewrite tasks, but I always end up doing so.
The two middle items were to decorate our wall downstairs for my nine-year-old son’s birthday and to get a sitter for my four-year-old. Those are things that didn’t require quite as much “think work.” I call this my “With Children” list.
The bottom list is errands. If I need to note a few extra items to pick up at the grocery store, I jot it down here. Then I use these reminders to help me write up my full grocery list. (Still working on refining the grocery-shopping process.) I also needed to run to the post office to buy stamps/mail a card, buy some candy for my son at Sprouts, buy a birthday gift, etc.
And now, here’s what’s on the right-hand side of the page:
As you can see, I just jot down a bunch of random notes here–and then I index anything really important that I think I might need later. Above, I wrote down a few things I wanted to remember to pack for our Power of Moms Retreat, tasks I needed to complete before I left (ironing, etc.), things I needed to remember to take to my mom on the way to the airport, things to do on the plane, and the location of Saren’s car that she left for me at the airport (since I was getting in so late).
This is a comparison of a Pocket verses a Classic planner:
The Pocket one is ideal if you have a diaper bag. You can keep it thin, use it as your wallet, and have all your lists right at your fingertips. It’s really small if you like to write a lot, though. The Classic one is mammoth in size, but I just love it. They do have a Compact, which is in the middle, and a Monarch, which is ginormous.
Here are the products I recommend:
- There are lots of other beautiful daily ones–Blooms is another one of my favorites. (You pick your size and start date. Sometimes they vary on what’s available mid-year, etc.).
- Be sure you get a Master Pack. It has the page finder and cards for your Immediate Next Actions List.
- I use a leather binder with a zipper (but there are so many colors and styles to choose from). It just depends on what you like.
- At minimum, though, if you have a sturdy binder, a daily planner refill (not wirebound or simplicity–make sure it’s like the ones I linked to above), and a Master Pack, you’ll be all set.
I haven’t set up our FranklinCovey affiliate links yet, so I’m not being compensated for anything you buy. But either way, I’m honestly promoting these products as my FAVORITES.
Okay, that’s all for now. Please let me know if you have any other questions or if you have suggestions for others who are using a paper planner to do M.O.M.
And enjoy your planning!