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Guide: How to Start Planning

Living in today’s fast-paced world can sometimes feel like too much. You might forget things, feel like you never have enough time, or lose track of the habits and goals that matter most to you.

It’s totally normal to feel overwhelmed. Imagine this: It’s your best friend’s birthday, but your mind is so full you forget to even send a “Happy Birthday” message. You didn’t mean to – it just slipped through the cracks.

Good news: There’s a simple way to fix this – planning.

Anyone can start planning and get more organized – with enough space for work, personal goals, and time with loved ones. All you need is the right planner and a few smart strategies.

Let’s walk through how to start planning, what you should think about first, and how to choose the perfect planner for your life.

Before You Start: Think About Your Goals

Before you rush out to buy a planner, stop and ask yourself:

“What do I want to organize or improve?”

This will help you choose the right type of planner that actually supports your needs instead of just looking pretty on your desk.

Why Planning Matters: Key Benefits You’ll Notice

Before diving into the types of planners, let’s talk about why planning is so powerful. Having a clear plan can make a big difference in your daily life. Here’s how it can help you:

  • Reduces stress: Knowing what’s ahead can make your days feel calmer and more manageable.
  • Boosts productivity: Having a plan helps you focus on what’s important instead of scrambling at the last minute.
  • Strengthens memory: Writing things down makes it easier to remember important events, deadlines, and ideas.
  • Balances personal and work life: Planning gives you space to fit in work tasks, family time, hobbies, and self-care.
  • Builds better habits: Small daily plans help you build routines that support your bigger goals over time.

By understanding these benefits, you’ll feel even more motivated to find a planning system that works for you!

Paper vs. Digital Planners: Which One Should You Pick?

Choosing between a paper and a digital planner can be tricky. Here’s a quick guide to help you decide:

Paper Planners

Why you might love them:

  • You get that satisfying feeling of writing by hand.
  • No notifications or low-battery warnings to distract you.
  • Easier to focus and stay mindful while planning.

Things to keep in mind:

  • Mistakes can get messy unless you use a pencil or erasable pen.
  • Paper planners can be bulky to carry around.
  • Limited space (unless you print extra pages from templates!).

Tip: You can buy printable templates at our shop and print as many pages as you need!

Digital Planners

Why they’re awesome:

A few downsides:

  • You’ll need to keep your device charged.
  • Notifications might pop up and steal your focus.
  • Writing on a screen doesn’t always feel as satisfying.

Popular Tools: iPad + Apple Pencil + apps like GoodNotes or Notability.

FeaturePaper PlannerDigital Planner
Writing ExperienceHandwritten, tactile feelStylus or typing, digital feel
FlexibilityLimited spaceUnlimited pages, easy editing
PortabilityCan be bulkyPortable on phone, tablet, laptop
DistractionsNonePossible notifications
CustomizationHigh (stickers, colors)Very high (links, multimedia, templates)
Battery DependencyNoYes
Cost over timeRebuy yearlyOne-time template purchase
Paper vs Digital Planners

Best of Both Worlds: Hybrid Planning

Many people find success using both! For example:

  • Digital planner for work schedules and meetings.
  • Paper planner for personal goals, daily journaling, or creative ideas.

There’s no one-size-fits-all solution. Stay flexible and find what works best for you!

How to Choose the Right Planner Layout

Think about your needs:

  • Super busy every day? Go for a daily planner.
  • Want a clear weekly overview? Pick a weekly planner.
  • Focusing on major goals and deadlines? A monthly planner is your best friend.

Some planners even combine all three layouts! That way, you’re always covered.

LayoutBest ForTime FocusProsCons
DailyBusy, detailed schedulesHour-by-hourDetailed planning, strong habit trackingTime-consuming to fill daily
WeeklyBalanced schedulesWeek overviewEasy to plan aheadLess detailed
MonthlyLong-term goalsMonth viewBig-picture planningLess room for daily tasks
UndatedFlexible usersCustomizableNo pressure to stick to datesRequires manual date filling
Planner Layouts at a Glance

Popular Planning Systems

Choosing a planner is just the first step. How you organize your plans inside it is just as important! Different people use different planning systems based on their needs, habits, and goals.

Here are a few popular ones you might want to try:

1. Time Blocking

  • What it is: Dividing your day into blocks of time, with each block dedicated to one type of task.
  • Best for: People who want clear structure and better focus.
  • Example: You set 9-11 AM for creative work, 11-12 for meetings, and 1-3 PM for emails.

2. The Eisenhower Matrix

  • What it is: A method of sorting tasks by urgency and importance. Tasks fall into four categories:
    • Urgent and Important
    • Important but Not Urgent
    • Urgent but Not Important
    • Neither Urgent nor Important
  • Best for: Deciding what tasks to do first and what to delegate or delete.

3. Bullet Journaling (BuJo)

  • What it is: A customizable system where you use symbols (like bullets, crosses, and circles) to organize tasks, notes, and events.
  • Best for: People who like creativity and flexibility in their planning.

4. Getting Things Done (GTD)

  • What it is: A productivity method focused on capturing everything in an organized system and breaking projects into actionable steps.
  • Best for: Managing complex tasks and reducing stress.

5. The Ivy Lee Method

  • What it is: At the end of each day, you write down the six most important tasks for tomorrow – ranked in order of importance.
  • Best for: Keeping priorities simple and crystal clear.
SystemDescriptionBest ForTools You Might Need
Time BlockingDivide your day into blocks dedicated to specific tasksPeople with packed schedules, deep work sessionsDigital calendars, daily planners
Bullet JournalingRapid logging of tasks, events, and notes in a customizable formatCreative thinkers, minimalistsNotebook, pens, markers
GTD (Getting Things Done)Capture, clarify, organize, reflect, and engageProfessionals managing multiple projectsApps like Todoist, Notion
Eisenhower MatrixPrioritize tasks based on urgency and importanceAnyone struggling with task prioritizationPaper templates, digital planners
12-Week YearFocus on achieving goals in 12-week “years” instead of 12 monthsGoal-driven individualsGoal planners, spreadsheets
Ivy Lee MethodEach day, list the 6 most important tasks to accomplishPeople who want simple productivitySimple notebook or to-do list app
Planning Systems

No matter which system you choose, remember: the best planning method is the one that fits your unique lifestyle and helps you take action consistently.

Common Planning Mistakes to Avoid

When you’re just starting out with planning, it’s easy to make a few common mistakes. Here’s what to watch out for:

  • Trying to plan every single minute: Leave some free time for unexpected tasks or breaks.
  • Being too rigid: Life is unpredictable! Stay flexible and adjust your plans when needed.
  • Overloading your planner: Don’t try to do too much at once. Focus on a few important tasks each day.
  • Forgetting to review your plans: A plan only helps if you actually check it! Make it a habit to glance at your planner throughout the day.
MistakeWhy It’s a ProblemQuick Fix
Overloading your scheduleLeads to burnoutPrioritize and limit daily tasks
Being too rigidLife is unpredictableLeave buffer time
Forgetting to check plannerPlans go unusedSet a reminder or put it somewhere visible
PerfectionismDelays actionFocus on progress, not perfection
Common Mistakes New Planners Make

By avoiding these small mistakes, you’ll make planning feel easier and more enjoyable.

How to Start Planning Tips:

1. Find Your Perfect Planner

Make a list of what you want:

  • Do you need space for notes, to-do lists, water intake, mood tracking, or meal plans?
  • Choose a planner that matches your daily life.

2. Grab the Right Tools

Depending on your choice:

  • Paper Planner: Pens, erasers, highlighters, page flags, washi tape.
  • Digital Planner: Tablet + stylus + planning app (like GoodNotes, Notability).
Planning StyleEssential Tools
Paper PlanningPlanner, pens, highlighters, sticky notes
Digital PlanningTablet, stylus (e.g., Apple Pencil), planning app (e.g., GoodNotes)
Hybrid PlanningCombination of paper and digital tools
Essential Planning Tools

3. Let Go of Perfection

Your first pages might look messy. That’s totally fine! Planning is about getting better, not being perfect.

Progress > Perfection.

4. Stay Consistent

The more you plan, the easier it gets.

  • Don’t worry if you miss a day. Life happens!
  • Just get back to it when you can.

5. Start Small and Prioritize

  • Break big tasks into smaller, easier steps.
  • Tackle important, quick tasks first to free up mental space.

6. Set Time Aside for Planning

Make planning a habit:

  • Spend 10-15 minutes each night planning the next day.
  • Spend 20 minutes weekly to plan out your week.

7. Enjoy the Process

Planning isn’t just about being productive – it’s about creating a life you love.

  • Celebrate small wins.
  • Take a moment to enjoy seeing your progress.

8. Check Your Planner Often

  • Keep your planner where you’ll see it every day.
  • Checking it regularly keeps your plans fresh in your mind.

9. Track Your Progress

Tracking helps you stay motivated and celebrate how far you’ve come!

  • Set clear goals.
  • Pick how you’ll measure progress.
  • Review regularly.
  • Celebrate milestones – no win is too small!

Your 7-Day Planning Challenge:

For the next week, try planning one day ahead. Each evening, take 5 minutes to write down what you need to do tomorrow. Track how it affects your productivity and mental clarity.

Final Thoughts: You’ve Got This!

Starting a planning habit can feel a little overwhelming at first – but it’s one of the best things you can do for yourself.

Take your time, stay flexible, and find a system that makes you excited to plan your life.

Ready to create your perfect planning routine? Head to our shop and explore our printable planners collection.

Start small, stay consistent, and watch your life get more organized and joyful! 🌟

Planner Resources:

  • Apps:
    • Notion: A digital platform for organizing everything, from to-dos to long-term goals.
    • Goodnotes: A digital note-taking app that’s perfect for handwritten planners.
  • Books:

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