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Best Practices for Your Planner

9/13/2016

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  • Use the yearly calendar at the beginning of this planner to accurately fill in the dates for your monthly and weekly planner pages.
  • Daily Focus: determine this as you plan for your day or even theme out the week ahead of you.
  • Top Six Tasks: These are the items that you need to complete to feel like you accomplished something today (see Top Six Tasks article for more information).
  • Using the Time Slots: Who are you meeting? What are you doing during that time? Where are you meeting?
  • Schedule your family and leisure time!
  • Make sure you leave a cushion between appointments for things that come up (phone calls, traffic, etc.); by leaving space in your schedule you give yourself flexibility to react to issues that may arise.
  • Ideas for Notes Pages:
    • Budget
    • Shopping List
    • Meeting Notes
    • Client Contacts
    • Goals
    • Book to Read
    • Backburner Projects
  • Use Post-It Notes for extra reminders or temporary notes (keep extra sticky's in a short stack at the front of your planner). 
  • Color code and highlight things you need to recall later (for monthly reports, client billing, etc.).
  • Use paperclips or binder clips to easily locate current month view and weekly view.
  • Extra notes section in the back: client “hit” list, random thoughts, mission statements, affirmations, etc.
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    About Tiffany

    Six years ago, Tiffany was a content busy stay-at-home mom raising 5 kids, active in the PTA and her local church community. Her husband Eric, was a struggling business owner trying to keep his doors open while also providing for his family. An opportunity presented itself in the form of little brown bottles: essential oils. For the last 5 years, Tiffany has traveled all over the country sharing the power and amazingness of essential oils. When she is not sharing oils, Tiffany loves to travel, read, and attend yoga classes, and enjoy the outdoors with her family.

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