• Skip to main content
  • Skip to primary sidebar

Anne Samoilov

Business Launch Strategy & Courses For Creative Entrepreneurs

  • Blog
  • Programs
    • The Launch Incubator
    • Fearless Launching
  • Trainings
  • Contact
  • Free

How To Choose A Business Planner You’ll Really Use This Year

 

Today’s podcast is a long time in the making…

If I told you how many people email me about choosing the right business planner, I think you’d be surprised.

Or maybe not.

So today, I’m sharing which physical planners I’ve checked out, tried or will be trying in the new year.

This episode is perfect for you if if you’ve got an online business, love the look of paper planners, but wonder how practical they are for your business.

It’s a good question and the answer is not as cut & dry as you might think.

Here’s what we’ll cover in today’s episode, post & video:

  • Can and should you use a paper planner?
  • What are the best business uses of a paper planner?
  • What are the reasons to use a digital planner?
  • What I look for in a planner?
  • Not into planning? Ties you down? Weighs you down?

Before We Get Started

Let’s start off by talking about choosing a planner. It took some time for me to really get this and changing my buying behavior, but believe it or not – it’s the system. Not the look. First priority for me is choosing the system that works best for me.

In most cases – I want a planner that gives me a clear space and prompt to write down my Top 3 tasks for the day, allows me to break down projects, and that’s easy to integrate with Asana or Trello.

You never want to take an extra step to use a planner — so always look for things that work together or can be made into a system or activity you do regularly.

Planner binding — whether it’s a notebook, a sprial bound, a ring bound, an arc bound planner – all that is secondary. This is where you get to play – but you’ll avoid unnecessary spending if you start with that system

Planner Non-Negotiables

Here are the ingredients I need in any business planning system I use… and they don’t have to be exact as long as I have space:

  • A place to set my top 3 for the day
  • No times
  • Room for complex project planning
  • Space for constant capturing of ideas
  • Freedom to move pages around
  • Freedom to pull things in or out of the system

Now You

For you – it might be a big calendar, daily pages because you like to journal everything you’re doing, maybe you want prompts, maybe it’s a place to keep track of personal/meals/place to track your blog posts/your videos or social media or maybe stats, financial information

So keep these in mind – today I’m sharing a few that I’ve been curious about…mostly I’ve stuck to the same system the entire year…

business planner

6 Planning Systems I’ve Tried For My Business

Here’s the condensed version of what’s covered in the podcast, and video. I wanted to give you the short and skinny about each of these planners.

Inkwell press

Key elements that drew me to it

  • Love watching the launch unfold
  • Tonya Dalton really cares about empowering women to be more mindful about their goals, organization, and I just love how she includes the community.
  • Top 3 area
  • The honeycomb section before each month – a dashboard that allows you to set some monthly focuses

inkwell press planner

Different formats

  • A5 inserts
  • Spiral bound
  • Deskpad

Will I keep using it?

  • Short answer – no.
  • Giving the spiral bound a new home
  • Keeping the deskpad – monthly/honeycomb
  • Not enough space to plan projects
  • Keeping the A5 inserts in case I need a change

Is it good for business?

  • Perfect for a 1 revenue stream business – coaching? Blog?
  • Maybe good for businesses that want to simplify
  • Not very interactive and doesn’t really allow you to track progress
  • Project planning areas are limited – so I won’t be able to use it for this

inkwell press planner

Quality level:

  • Amazing quality paper
  • Beautiful design
  • Entrepreneurial values
  • Great brand for women

Here’s a quick video from their site that really shows the planner at its best:

Charmed Life Planner

charmed life planner

  • Key elements that drew me to it – um everything.
    • Top 3
    • List / vertical format
    • Created by a business owner who uses it herself
    • A complete system
  • Different formats
    • I’ve used it in spiral, arc, and 6 ring binder
    • Every type of binding works if I need it too
    • Allows me insert additional layouts if I need them – project planning, blank paper, and more
  • Will I keep using it?
    • Yes and will have a letter size version in my office (new and bigger than the normal a5)
    • This is my ride or die, holy grail planner
  • Is it good for business?
    • Yes for me it is…
    • Created by an entrepreneur who uses it herself
    • Additional inserts and layouts to choose from to improve productivity
  • Quality
    • Simple, classic, pretty
    • Convenient since you print it out yourself
    • Again – very small business minded brand and you know you’re getting a full system
    • Pricepoint is fair based on value of planner

Here’s a video tour through this planner:

Here’s a video showing how I sync my bullet journal and the Charmed Life Planner

If you like this planner, grab it over at the Strange Charmed Shop

Bullet Journal

bullet journal

  • Key elements that drew me to this system
    • Freedom, creativity, and I'll be honest–the actual notebooks.
    • Kim at Pretty Ray of Sunshine and Kara at BohoBerry
    • Collections (projects, ideas…
    • You create all the layouts for the month want – daily, weekly, maybe even a monthly layout. You have to draw everything in yourself.
    • Index to keep ideas organized
    • Different formats – any notebook you want
  • Will I keep using it?
    • Yes. Effective idea capture as part of my current system
    • Yes for project breakdown
    • Yes for personal journaling and notetaking
    • No for project management – need Asana or Trello for collaboration
  • Quality?
    • As good or as bad as you want it to be
    • Price can be as little as $1 to purchase
    • Leuchturrm 1917
    • Moleskine

bullet journal

How To Bullet Journal:

Inspiration:

Boho Berry

Tiny Ray of Sunshine

The 90 Day Planner

And I’ve got one first that’s sits in its own category…it’s a 90 Day Planner specifically made for Todd Herman’s 90 Day Year program.

Butttttt – He’s not selling it commercially at this time, but if you join the program, you’ll have access to how to buy it, and also an app that goes along with it.

Think a planner meets the implementation system.

Think of this as a planner to help you practice, internalize, and start using what he’s taught you.

I’m excited to try this one out this year…Here are just a few shots of my planner:

90 Day Year

 

Savor The Success creator Angela Jia Kim also has another planner worth mentioning here that also has 90 day system in place called the Daily Action Planner. It comes in 30 and 90 day chunks! You can grab it here or check out their video over at: http://savor-the-success.myshopify.com/products/90-day-action-planner

 

 

Some people like to really focus on a specific time period to work on projects – and this could be great for someone who doesn’t want to map too far out.

Strategic Planning Guides

These two have a similar format but are different in the way the material is expressed and I really do think are made for people with different sensibilities and styles.

Amber Mccue’s Fresh Start Guide for 2017

She’s running her Planathon right now – so jump over to that group if you haven’t joined yet and also grab this guide – at $27 it’s a great, beautiful guide to what happened in 2016 and your plans in 2017.

I’ve bought it for the last 2 years now and will likely be ponying up the money again!

What I’m Sticking With and Why

The verdict? I’m sticking with the printable planner in the binder type system that allows me to remove things, add things…so the charmed life planner is my main squeeze for everyday planning and biz management. It gives me enough space to track what I need to and works well with my digital project management platform.

  • Charmed Life Planner – either arc or 6 ring filofax
  • Bullet Journal – Ideas, project, content, journaling
  • Desire Map Planner – self care, journal, weekly checkin

Now – it’s unknown how I’ll use the 90 day year planner one, so stay tuned for that, but I’m thinking that I’ll begin in December to test it out for 90 days – I may print and insert the planner into my CLP binder.

Stay tuned for that!

One Final Comment

For those of you who don’t believe in keeping a to do list… and that you should be set free from a to do list…

I get it – you think this is a waste of time.

For me – writing things down is a way of cementing it in my brain or just clearing out space.

I don’t work in checklists really or to do lists but by mapping out projects.

I need something that I can take with me that’s not digital.

I’m more productive when I have mapped things out – digital or otherwise.

What’s your work style? Do you prefer a little analog and a little digital? If you made it this far, I bet you’re into some of these planners… or the idea of trying one of them.

Leave a comment below – let me know if you’re all up in a tizzy about choosing a planner. Would you like me to create a downloadable guide for you?

Ready to get started planning your next launch or next year? Check out my Launch Planning Bundle.

Tweet
Share
Share
Pin

Reader Interactions

Comments

  1. Callum Palmer says

    December 6, 2017 at 4:27 pm

    I really like that the article includes some things that a planner must have if you’re going to choose one to help you with your business. In particular, I like that one of the things on that list is that planner has no listed times. After all, you need to plan out how you’re going to be spending your day and you may not be able to fit it into a strict scheduling system that the planner provides.

Primary Sidebar

Recommended Resources

  • Online Business Tools
  • Get Launch Ready
  • Case Studies
  • The Fearless Launching Show

 

Popular Articles

  • Assign This To Your Team Today: Create Your Launch Hub
  • 3 Good Business Practices That Could Help You Avoid Launch Trouble
  • Behind The Scenes: Permission To Glow with Kristoffer Carter
  • How to Use Virtual Events as Your Launch Strategy
  • 3 Bonuses You Should Offer During Your Next Launch (Even It’s Your Very First Launch)

Copyright © 2023 Anne Samoilov, LLC

  • Contact
  • Terms of Service
  • Privacy Policy
This website uses cookies to improve your experience. We'll assume you're ok with our privacy & cookie policy if you continue to use and hang out on this site! Got it!
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT
 

Loading Comments...