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You are here: Home / Planners / How to Get Ready for a New Planner – Tips & Ideas

How to Get Ready for a New Planner – Tips & Ideas

July 16, 2018 By Tara Jacobsen

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Tips & Ideas To Get Ready For A New Planner - So you finally did it, you decided to get a planner and decided on what kind to get. The anticipation is almost as fun as getting the planner in hand. Take this time to get yourself ready for the big day so you get started on the right foot and don’t give up.

So you finally did it, you decided to get a planner and decided on what kind to get. The anticipation is almost as fun as getting the planner in hand. Take this time to get yourself ready for the big day so you get started on the right foot and don’t give up.

I just got an Eric Condren teacher planner for my editorial planning and it’s great since I only need 5 days, and this has just that.

But you may need a planner for other reasons, whether you need one for scheduling family time (and therefore need a 7 day planner) or are starting a new business, the reason and your preferences will dictate what kind you need.

But now that you’ve ordered or downloaded one like I have on Paperly People and haven’t printed it yet, it’s time to get ready.

Collect All The “Stuff” For Your New Planner

The first thing you should do is get all your stuff together. Yes, I know that’s why you need the planner in the first place!

What I mean is collect your ideas, sticky notes, online notes and calendars, notes you made on your phone, old planners, slips of paper and lists and put them in one place.

It will be an ugly stack of stuff, but it’s what you will need to populate the new planner. If you take the time to do it now you won’t miss out on something in the excitement of the new planner arrival.

Practice Your New Planner BEFORE You Get It!

Now that you finally got the “your order has shipped” email, it’s time to make your “screw up” version. Come on, you know what happens: you get the new planner and that first day you start using it you mess something up.

In disgust throw up your hands and give up because who wants to use a now completely messed up planner. It was beautiful and you screwed it up.

So avoid that and use Word or whatever and make a dummy page to see how you need to set up all your collected stuff. It will very quickly give you an idea of what to do and not to do before you open the first page of that gorgeous, new amazing planner.

Additional Planner Resources

I LOVE all the different kinds of planners out there! Here are some more planner resources to read while you are waiting to get your new planner ready.

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The Perfect ARC Planner Tab Categories

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3 Ways to Organize Your Planner | Chronologic, Topic & Section

While there thousands of ways to organize your paper planner, I have found three that work especially well for my business and family. Check out my three planner organization strategies…chronological, by topic and by section! Great tips, ideas and examples.  It finally came, that planner you ordered. You know you can organize your planner however…

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How To Make Laminated Scrapbook Paper Dividers For Your Discbound Planner

With all the scrapbook paper I have laying around I thought it would be a great idea to make DIY laminated divider pages for my letter sized disc bound ARC or Levenger planner! It is wicked easy to do and helps so much with planner organization. You can even use them as covers (I do!)…

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Erin Condren
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My 2 Best Tips For When You Are Getting Ready For A Brand New Planner... Tips and ideas for how to make your next planner your best planner! Getting an organization system in place is never easy but doing these two things first will make your new planner a success right out of the gate! #planner #plannernerd
Tips & Ideas To Get Ready For A New Planner - So you finally did it, you decided to get a planner and decided on what kind to get. The anticipation is almost as fun as getting the planner in hand. Take this time to get yourself ready for the big day so you get started on the right foot and don’t give up.

Filed Under: Planners Tagged With: Business Planner, planner

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Tara’s “tell it like it is” personality combined with her 100 miles per hour presentations have earned her the title “The Queen of Marketing Ahhh’s” from her raving fans. Check out her marketing courses and products at her Etsy Store, Paperly People.
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Tara L. Jacobsen, PA
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