Some people plan using paper only. Many ditched paper long ago and only use electronic planning tools. And then there’s the group that somehow manages to combine the two. My daughter, Rachel, falls in that category. She’s tried using only electronic and that didn’t really work for her. She’s tried using only paper and that didn’t work well either. But using the combination of electronic and paper has been a great solution.
These are her tools of choice:
- Daytimer Portable Malibu Planner with Franklin Covey Compact Weekly pages
- iPhone 5
In her Daytimer, Rachel has A-Z tabs, monthly pages, weekly pages and blank paper. The A-Z tabs are pretty much only for passwords. The monthly pages are primarily for scheduling photo sessions (she’s a freelance photographer) and a few other appointments. The weekly pages are where the magic happens. Rachel records appointments, tasks, meal plans and miscellaneous notes. These pages give her a view of her week so she’s know what’s going on and when and what, if anything, she needs to do about it. She also uses her planner as a wallet so it goes everywhere with her.
The iPhone 5 is used for mainly for contact information and reminders. Any task that she’s likely to miss on her planner goes in her phone. For example, on Tuesdays she goes grocery shopping and takes reusable bags. Because she tends to forget to grab the bags, she has a reminder set to go off every Tuesday when she goes home for lunch. The reminder goes off and she grabs the bags and puts them in the car for her after work grocery trip.
For her job, she has a notebook that she leaves at work. Job related information stays in the notebook at work.
For her photography business, she uses Evernote for everything. She has access on her phone and her computer. How to use Evernote is a post for another day but I did want to show you part of a workflow template she created.
And that’s how Rachel combines electronic and paper planning. Questions?
Do you use paper, electronic or a combination of both?