
Find the right size-
This is very much a matter of personal preference, but you
should be able to carry your planner around in your bag or briefcase. I also
like to make sure it's big enough to fit appointment, to-do list and all the
other random notes I find myself jotting down.
Many planners have monthly, weekly and or daily views. I
recommend using a planner that has at least two of these views. I use a
monthly, weekly planner that includes a daily to-do space. The monthly view
allows me to record long-term projects on the monthly pages and all my daily
appointment in the weekly view. This allows me to keep tabs on everything in
one place.
Color-coding-
It may be my type “A” personality but I find color-coding my
to-do list, appointments and other items provides visual clues that helps me
stay efficient when using my planner. I recommend using broad topics such as
work, personal, family, financial etc. I then choose a color for each topic and
any appointment or item that falls under that topic get's highlighted in that color.
I use a packet of highlighters or Washi Tape (great for using in the monthly
view to designate long term projects) or the highlight function on my Google Calendar.
Have a bookmark-
By keeping a paper clip or other marker on the day page of
your planner let's you find your page quickly and efficiently.
To-do list-
Make a to do list of everything you need to accomplish for
the day and keep it in your planner. I actually use my daily notes section for
this. I only use this section for must do tasks. I consider it my priority
project list.
Happy Organizing!
Erin
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