You guys. It’s here. It’s finally time. I get to talk about one of my favorite accessibility devices in all the land: the planner. This is where you get to take a TON of the skills we’ve already talked about and keep them nice and neat and organized. I will make a note here: physical planners aren’t for everyone. I’ll also be doing some posts this week about apps and other options for keeping yourself organized. I do however strongly recommend having SOMETHING that is your major organizational tool so that you can keep important things in one place. This is just one of the available ways to do it. So for now, let’s chat about planners (YES). I’m also going to drop some pictures of my planners in here for your joy and delight.
If you think that keeping a planner might be the right choice for you, it’s a good idea to stop and think a little bit before you buy something or create something. There are endless ways to organize yourself, and each one suits different people. The most important question to ask yourself when picking out a planner is “will I use it?”
I generally work to make my planner fun and engaging in some way so that I will keep up with it. I have colorful pens, I learned how to do hand lettering so that I feel like I’m engaging with it in new ways, I designed my own layouts to match my needs, I use stickers. Some people like to do stamps, or they add quotes and doodles. Maybe you want to color code things or use sticky notes. The sky is the limit! But maybe you don’t care about any of that and you just want it to be as easy as possible: grab a notebook and keep a basic to do list and calendar. It’s unlikely that you’ll find something with literally every feature you could want that will by itself MAKE you into an organized person. But you can pick something that’s more suited to you and your lifestyle.
Things to consider:
How big do you want your planner to be? Many people like to keep it small enough to put in a purse. I have a big honking beast so I can keep absolutely everything in one place.
Do you want to organize yourself by day, week, or month?
Do you want something pre-printed, something you write out yourself, or a mix of the two?
Do you like to organize your days by time (so having a schedule written out) or by task list/events? Or perhaps something even less specific than that?
Do you want space to free write or journal?
In addition to your day to day task lists, do you want to keep track of other things like cleaning schedule, workouts, meal planning, etc.?
Do you want to plan each day as it happens or have space set up to write tasks that will happen in the future (I will recommend having a place to write future tasks so that you can make long term appointments)?
That might seem like a lot to think about before you even start, but it can help guide you towards what you want. Maybe you look at it and you’re like “fuck all that it’s too complicated”. That tells you something. Or maybe you get excited by the list. There’s a wild world of planners out there my friend and you can join some Facebook groups that will feed that excitement.
If you’re interested in checking out some different options, I’d suggest taking a look at Bullet Journaling, Happy Planner, Passion Planner, Erin Condren, or else just taking a trip to your local office supply store and browsing for a while. Pay attention to how much you use any given planner, and try to figure out what makes things work or not work for you so that you can get one you’ll actually open up and write in.
Once you’ve chosen a planner (and don’t be afraid to try out different ones, then decide they’re not for you. You’re not married to a planner just because you bought it), my first rule of plannerdom is to always have mine with me. I can’t use it if I don’t have it. Whenever possible I like to have mine open as well. Even if I’m not using it actively, I always have my planner open on my desk at work, next to me on the table at home, or at the very least quickly available in a bag. The more you do this the more natural it gets, so even if it seems like overkill at first go with it.
Ok, you’ve got your planner, you’ve got it with you, what now? Write. Down. EVERYTHING. Especially if you’re just starting out, I suggest going overboard with how much you write down. Over time you’ll start to figure out what you can remember on your own and what really needs to go in the planner, but until then it’s best to use this memory aid to its fullest extent. Write down tasks, write down events, write down notes, write down birthdays, write down holidays. Put it ALL in there.
That might sound overwhelming. How do you do that? I like to set aside time to plan. Personally I take about 10-20 minutes each morning when I get in to work to plan out my day. I look at what tasks I did yesterday and what didn’t get completed, I look at my long term calendar and add anything from there, and I note any other tasks I’ve thought of or need to do. If I get new tasks during the day (if I have a meeting or get an email) I just drop them right into the list. If I plan a new event, I stick it in on the date that’s appropriate.
The other element of this planning ahead is that if I get a large project that I know will take multiple steps and sessions, I set aside 20-30 minutes to break it in to component parts and then write down each of those steps in the appropriate place. I personally like to give myself a very specific piece of the large project to do each day so that it’s easier to tackle. You can read more about this here. Then I get prompted to start on each of the things and I have built in due dates. I will also take time to plan ahead like this if I set up a recurring task: let’s say I set up a recurring therapy appointment that happens every Wednesday. I’ll go through my planner after making that appointment and write down therapy on every Wednesday through the end of the year.
In a similar vein, I also try to schedule certain tasks at the same or similar times each week. This makes it easier to write it down, and it makes it easier to remember to do it. So for example I try to do my cleaning each week on Friday afternoon, and I’ll always write that in my planner. If I was into meal planning, I might do that every Sunday. That kind of consistency simplifies everything. Just remember that consistency is not binding: you can generally do things on the same day, but still feel comfortable moving it if something else comes up.
A final element I like to include in my planners is deadlines. I write a task both on the deadline and on the days that I’m doing it. However I’m a big fan of trickery, so I arbitrarily assign myself deadlines before the thing is actually due. That helps keep me moving and get things done faster.
If you’re like me, you also tend to lose things and forget things EVERYWHERE. My solution for this was to get a planner that has a cover with pockets. I can include all of my materials in a single place and I don’t lose stuff. I also include stencils and stickers in there so I can plan on the go and keep my weeks organized and relatively clean. I’ve also got tons of fun accessories on there so that I feel happy when I open it and want to keep using it. If you’re not into carting a bunch of extra stuff with you everywhere and want a minimalistic and small journal, I’d suggest having somewhere at home that you can use as your materials and paper repository to keep it all together.
All of this is a LOT of information. Take a deep breath. I also like to use my planner for self-care, and seeing in front of you all that you’re trying to work on can be a good reminder. Make sure you write down that you are going to take care of yourself. Block out time to relax. Write “take a damn bath” in your to do list. Be willing to cross out an entire afternoon and take a nap instead. I like to use my planner as a way to give equal weight to my own needs as I do to everyone else’s. I also highly recommend noting your accomplishments as well as your to dos, whether that’s by looking back through everything you checked off last week or writing down one thing you’re proud of each day.
The planner is a TOOL. It’s not an obligation. If it’s stressing you out or feels like one more thing that you NEED to get done, put it away. It’s here to serve you, not the other way around.