The 3 Step Planner

This is not a paid endorsement. After recommendation from a friend, I simply wanted to check out this planner and share thoughts with you.

The planner is full page sized. You order a new one ($29) for every six months (available here), and the design is sleek and simple. If you like florals and embellishments, this will not fit the bill, but I enjoyed the purposeful absence of visual clutter.

There is plenty of room to write, and the system is week by week — which is my preferred way of dealing with my schedule. Big win on the first page (instructions) where the user is encouraged to put future tasks out on future weeks as soon as they come up, instead of trying to remember them until then.

Before each month you have the opportunity to list your 5 “non-negotiables” or priorities. That is a good opportunity to pause and think for a minute before diving into the details.

There is a full month spread, so you are able to keep track of big schedule stuff at a glance, but then the pages turn to the 3-step process for each week. First, write out everything you need to do for the week. Then categorize it on the next page.

Finally, you turn to the week spread and schedule your tasks and time commitments. I found that two different colors works best for me in this format, to keep appointments with others (a little more inflexible) and my own time allocation (much more flexible) separate. Erasable pens are my choice here also. Things change!

These three steps do require you to write the same things 3 times each week. If that inefficiency is not helpful, you could easily skip the dump page and put everything directly in the categories. Since there are only 3, the sorting will not be overwhelming as you go.

If you need to push anything to the next week, that is easily done. Otherwise, you will complete your planning at the end of each week for the next week. Step-by-step, you march through the year.

Pros:

  • Simple, simple, simple
  • Plenty of space to write
  • Focus on priorities
  • Weekly reset built in
  • Super flexible
  • Did I say beautifully simple?

Cons:

  • $60+/year (although that is a completely reasonable price for a good planner)
  • No clear contrast between time blocks and to-dos (i.e., I don’t need to set aside two solid hours for laundry, but I do need to remember to fit it in during the day)
  • No pockets or folders to collect odd pieces of paper/receipts/invites/etc.
  • Large size
  • Writing the same thing multiple times each week

Refresh: Planning Your Day

You may not lay in bed each night and plan out the next day’s steps while you try to fall asleep, but we all benefit from at least a few minutes of thinking ahead. There are only 24 hours in any given day. How might we use them best?

At the most basic level, you need to know what needs to be done and when. Often a day contains scheduled commitments. Other tasks fit around those.

The most effective way to keep track of what you have to do is to keep a to-do list written down. Some times you can remember the three things for the day, but how often do needs change during the day? Writing it down frees up mental space and ensures you won’t forget as distractions keep coming. Whether you use an app, a planner, a calendar or a Post-It note, having a list will keep you on track.

Once you know what you need to do, you can consider your schedule for the day. Somethings are non-negotiable (i.e., school pick-up). Thinking through how long each item will take and how long your unscheduled blocks of time are will help you fit each task into your day.

Your energy level is also a factor. We tend to have daily cycles. Some are morning people; others are night owls. Sometimes you need to take time to get up to speed in the morning, so late morning is high production time. Know yourself, and then you can plan your more difficult tasks for when you have the most resources to handle them. Chores requiring less brainpower can be completed when you are winding down or warming up.

Prioritizing is valuable. In a perfect world everything that needs to get done gets done. We all know that doesn’t necessarily happen! Know what is most important, and focus more time and attention on those things. Also, if you are not intentional about identifying and investing in your priorities, they will fall by the wayside.

Multitasking is often dangerous, but it can be used to your advantage. For instance, if a daily walk is a priority for you — great! Can you make that time even more productive and valuable? You can walk and think or talk without having your stride suffer. Perhaps you could use the time to memorize Scripture or keep up with edifying podcasts. Would this be a good time to spend with your children or mentees or friends, focused time on your relationship that also benefits your health?

If you have a sedentary task, you could combine it with laundry, which is not a completely all-consuming process. You can sit and work for an hour, then use the need to get up and switch a load to also satisfy your physical need for a stretch break. Then back at it for another hour. You finished a few hours of desk work AND a few loads of laundry. Now to fold it all…

Personally, I’m a big fan of being able to cross items off the list! It is motivating. Success breeds further success. Crossing off also helps visually more than check marks (unless you have isolated check boxes) because you can see in a split second what is done and what isn’t. A nice wide marker has even more impact. Then at the end of the day, you have the satisfaction of knowing what was accomplished and the help of knowing what may need to move to the next day.

Taking a few minutes prior to tackling each day to write it down, prioritize, map a path and mark your progress will make a difference!