How to Set up Your New Planner: 5 Steps to Success!

How to Set Up Your New Planner: 5 Steps to Success! | the Krafty Owl

 

Anytime is a great time to start a new planner. Maybe your current planner is about to run out, or it’s just not working for you. Or are you simply ready for a new outlook on your year? There’s something incredibly inspiring and motivating about a fresh start.

1. Pick a planner

To get started you need to choose a planner. There are so many options out there, it can be an overwhelming decision. You can ask yourself these questions to help narrow down the options:

  • Do I want to plan and view my schedule on a weekly or daily basis—or a mix of both?
  • Do I like having everything in one place, all bound together? Or would I prefer the flexibility of a binder system so I can add and remove pages?

Think about what you need on a daily basis and what style planner will work best for you. Just because everyone else is using a certain planner doesn’t mean you have to use the same one. Remember, you don’t need to buy an expensive planner, but you do need to buy a one that has the right format for you.

 

How to Set Up Your New Planner: 5 Steps to Success! | the Krafty Owl

 

2. Choose your inserts

There are thousands of printables available out there for you to use in your planner. If you’re a Krafty Owl Family Member you know that there are lots printables available in our Resource Library.  We also just launched The Krafty Planner Club, which includes 100’s of printables you need to organize your appointments and plan your life.

Some companies, like Plum Paper, allow you to purchase your planner with the pages unpunched and unbound so you can use them however you like.

3. Choose your sections

One of the reasons I love using an ARC notebook is the ability to have control over what sections are in them. Don’t worry about naming your sections perfect the first time and don’t let not knowing your perfect tab names stop you from creating them.

I recommend to just start using your planner and then rename the sections as you learn what you need but here are a few questions to get the ball rolling:

  • what do I collect information about regularly? (collection pages, blog post ideas)
  • What do I like or need to have on hand? (personal information, to do lists, shopping list)
  • What activities do I do on a regular basis? (journaling, note-taking)
  • What do I refer to often? (passwords, contacts, finances)

My current sections

  • Intro section (personal info, future log, monthly memories, lists, and collections)
  • The Krafty Owl (blog goals, stats, finances, post planner and full year editorial calendar)
  • The Krafty Planner Club (notes, ideas and to do lists)
  • Personal calendar (3 months at a time with monthly tabs)
  • Passwords/Contacts

 

Krafty Planner Club BANNER

 

4. Choose your supplies and accessories

The options are endless to the number of planner stickers, washi tape, colored pens, and other accessories available to you today.

Just remember the goal of using your planner should be to organize your schedule and become more efficient with your time. So try not to get carried away with the accessories.

5. Color coding

Color coding helps me plan my week and lets me know at a glance what kinds of things I need to do next. Plus it makes my planner a little more exciting and fun without adding any accessories. Some tips for color coding are:

  • Keep a list of the colors you’re using for each thing in the front of your planner to serve as a reminder until you get the hang of which colors are used for what.
  • Once you choose colors they’re not set in stone. You can always change and adapt your planning system later.
  • Planners should be functional first, pretty second!

Read more about Color Coding here: How to Color Code Your Planner so You Will Love Using It

 

How to Set Up Your New Planner: 5 Steps to Success! | the Krafty Owl

 

I’m so glad you stopped by today! Be sure to follow the Krafty Owl with the link in the sidebar so you don’t miss a thing!  Follow on:  Facebook /  RSS feed  /  Twitter or PinterestPlease Share if you found this helpful or inspiring!

 

xx,

Maria

 

Your support of the Krafty Owl is very much appreciated!!!


 

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Maria

Maria is a full-time blogger, graphic designer, crafter and bullet journalist. She loves spending time with her family and creating printables and projects to share on her blog, the Krafty Owl.
Follow me

Maria

Maria is a full-time blogger, graphic designer, crafter and bullet journalist. She loves spending time with her family and creating printables and projects to share on her blog, the Krafty Owl.

5 Comments

  1. Visiting from Saturday Sharefest link up. Great post on planning. I have my planner set up but you gave me a lot to consider. I love using the travellers notebook system, I like the book inserts that keep things together. Although I have used a ring bound system in the past and enjoyed that as well. I don’t do a lot of color coding, but I am going to check out your other post on that. Thank you for sharing the great questions and information!
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