## Yearly Planning - The primary function of a planner is to organize time, taking tasks and putting them into an orderly structure, which helps track when certain tasks are done and remember tasks that have yet to be completed [(00:00:42)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=42s). - To effectively plan in a planner, it is recommended to start big and then work down into the minutia, beginning with a yearly organization system that allows for tracking items for the year [(00:01:17)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=77s). - A yearly planner system can include a future log system, which is organized by month but does not have defined dates, allowing for flexibility in writing in tasks and appointments as needed [(00:02:31)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=151s). - The first step in using a yearly planner is to mark out the plan for the whole year, including any events or appointments that are known in advance, such as vacations, doctor's appointments, and big events [(00:02:08)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=128s). - In addition to scheduling events, a planner can also be used to track annual tasks, such as budgeting and finance, which can be included in a separate section of the planner or written in alongside other tasks [(00:04:18)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=258s). - It is also important to include important dates, such as birthdays and anniversaries, in the planner to ensure they are not forgotten [(00:03:56)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=236s). - The planner system can be customized to fit individual needs, with some people preferring a future log system and others preferring a more structured system, such as a perpetual system [(00:03:04)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=184s). - Stephanie prefers to use a [[Alice Merton | paper planner]], specifically a catch-all Franken planner system, which allows her to organize her time BUt also have the flexibility to add in different types of tasks and events [(00:01:13)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=73s). - To effectively plan in a planner, it is essential to capture all the information on a yearly scale in one place, including home maintenance tasks that come up annually, such as car registration or [[Adobe Inc. | Adobe]] renewal dates, and this is where the planning process starts [(00:04:49)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=289s). - Color coding can be used to make it easier to find information at a glance, and a place to capture all the information is necessary for the planning system to work [(00:05:14)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=314s). ## Quarterly Planning - The planning process involves drilling down into smaller time segments, starting from the yearly scale, to help utilize time to the fullest and plan effectively in the planner [(00:05:41)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=341s). - A quarterly segment may be necessary for some individuals, particularly for planning goals, tackling projects, or accomplishing tasks that should take roughly 12 to 15 weeks, and this can be included in the planner [(00:05:59)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=359s). - The quarterly segment can also be used for fiscal items, such as paying business taxes or accounting needs, home maintenance tasks, or car maintenance, and it is essential to deposit this information in the planner [(00:07:03)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=423s). ## Monthly Planning - The monthly planning process involves referencing the yearly schedule and transferring tasks into the monthly schedule, as well as adding goal items from the quarterly segment to tackle during the month [(00:08:23)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=503s). - Integrating goal items from the quarterly segment into the monthly schedule helps to hit goal milestones and ensures that the planning process is effective [(00:09:09)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=549s). - To effectively plan in a planner, it is essential to start by assigning time to tasks on the monthly schedule, including meetings, appointments, bill payments, and other important dates, and this process should be done once a month [(00:09:29)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=569s). - The monthly schedule should also include milestones and yearly reference items that have already been planned in the yearly and quarterly pages, allowing for a good outlook of the month and what needs to be done on certain days [(00:10:05)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=605s). ## Weekly Planning - The next step is to drill down to the weekly schedule, where tasks and events from the monthly schedule are transferred, such as dentist appointments, holidays, and self-care days, and this is where the planning structure starts to take shape [(00:10:29)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=629s). - The weekly schedule should also include tasks that are done on a regular basis, such as chores, errands, and work tasks, as well as tasks that are working towards an overarching goal or project [(00:12:26)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=746s). - Additionally, tasks that are related to specific goals, such as researching fashion and beauty trends, should be added to the weekly schedule, either on a specific day or in a "this week" box to ensure they get done [(00:13:06)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=786s). ## Daily Planning - Some individuals may choose to have another layer of planning, going down to the daily schedule, especially if they have a very busy schedule with many tasks to complete in one week [(00:13:46)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=826s). - The daily schedule can help to break down tasks into smaller, manageable chunks, and can be customized to fit individual needs and preferences [(00:14:08)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=848s). - Daily sheets are often used for planning and can be too much to handle, but they provide the freedom to organize the day on an hourly basis, allowing users to see their day at a glance, starting with date-specific items, daily tasks, and goal-related projects [(00:14:19)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=859s). - When using daily sheets, it is essential to start by adding date-specific items, such as events and appointments, followed by daily tasks and goal-related projects, and then filling in the hourly schedule [(00:14:32)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=872s). - To approach the hourly schedule, users should figure out what tasks need to be done at specific times, such as classes, dentist appointments, and self-care activities, and then map out the rest of the day accordingly [(00:15:18)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=918s). - Users can also build in time for self-care activities, such as going to the gym, showering, and doing beauty treatments, and allocate specific time slots for these activities [(00:16:14)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=974s). - Other items that may need to be built into the schedule include work tasks, such as filming and editing videos, and freelance business work, which can be fitted into the schedule around other activities [(00:17:28)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=1048s). - The schedule can be adjusted as the day goes on, and users can gauge how much time tasks take and what still needs to be done, allowing for a more flexible and effective planning system [(00:17:45)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=1065s). - By using daily sheets and hourly schedules, users can plan their day effectively, allocate time for different activities, and make the most of their time, whether it's for work, self-care, or other activities [(00:18:26)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=1106s). - To effectively plan in a planner, it is essential to schedule tasks and appointments, such as freelance work and a dentist appointment, and then gauge the remaining time to run errands or fit in other tasks [(00:18:48)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=1128s). - When scheduling tasks hourly, it is helpful to batch related items and tasks, for example, doing errands while already out of the house for the dentist appointment, to utilize time effectively [(00:19:03)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=1143s). - Estimating the time required for each task, such as the dentist appointment and subsequent errands, including grocery shopping and returns, helps to plan the day efficiently and make the most of the time available [(00:19:19)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=1159s). - Grouping together errands that need to be run during the week with existing appointments, like the dentist appointment, can provide a visual of how the day may map out and help to plan the time effectively [(00:19:50)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=1190s). - Using a planner to schedule tasks and appointments allows for a clear overview of the available time, enabling the addition of work blocks or other tasks, and helping to make the most of the time available [(00:19:41)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=1181s). - Effectively planning the day and utilizing time efficiently can be achieved by considering the time available between tasks and appointments, and scheduling related tasks together to minimize time wasted [(00:19:36)](https://www.youtube.com/watch?v=nqWQFRWtHAU&t=1176s). ## Sources - [website](https://www.youtube.com/watch?v=nqWQFRWtHAU)