One of my 10 year-old daughter’s favorite year-end activities is to go to the store at the mall that is only open for about two months a year – the calendar store. She browses the hundreds of choices in order to select the calendar with photographs that best reflect her mood and current interests. She brings it home like a prize and hangs it on her wall.
Selecting the right planner to manage your time is probably not as transcendent an experience for you as it is for my daughter, but it is an important decision that should be revisited annually.
There are many, many choices on the market for planner systems – both paper and electronic. This post will review a few popular paper-based ones and offer you some criteria for consideration when selecting a paper planner.
Features of a Paper Planner
- Can easily be brought into a meeting. It is much more socially acceptable to write a to-do item in your planner than type it into your iPhone.
- Do not depend on batteries, system availability, or upgrades.
- Can become a filing cabinet for spare scraps of paper if you are not careful.
- Sometimes require writing and transferring undone to-do items multiple times.
Franklin Planner (www.franklinplanner.com) – The quintessential day-at-a-glance planner that allows you to track to-do items, keep your calendar, and take notes. This system encourages the user to focus on priorities, set goals and even define values. I recommend the Franklin system for people who want to focus on actions that lead to goal accomplishment. Because of the need to transfer undone action items, it is especially useful for people who tend to complete most of their planned tasks each day.
Planner Pad (www.plannerpads.com) – A week-at-a-glance planner that encourages the user to categorize weekly goals and then funnel those into daily tasks. I recommend this for clients doing mainly project-based work that requires minimal task changes and reprioritizing throughout the week. It is very nice to see the entire week in one place, but the space for a calendar is very small and will not accommodate a user with a heavy meeting load.
Levenger Circa (www.levenger.com) – The most important feature of this system is flexibility. Users can easily insert, remove, and rearrange pages for to-do lists, calendars, contacts, and meeting notes. Expect to pay for this privilege, though – it’s not cheap. Because of the variety of refills available in the Circa system, such as grid paper, storyboards, project planners, and the like, I recommend this system for clients who need specialized templates in their planners.
Getting Things Done (GTD) system (gettingthingsdone.com) – The GTD system was developed by time management master David Allen and encourages users to capture and sort all to-do items and then determine priorities and next steps. The calendar is a week-at-a-glance and does not have pre-printed times on it. There are templates for lists, projects, contacts, and agendas (among others). I recommend the GTD system for those who are – or want to be – avid list-makers and are willing to spend time learning the guiding principles of the GTD approach.
All time management tools depend on the user, so choose the type of system that functions well for you. Keep in mind that there is a learning curve with any new tool, and I can help you select and quickly get up to speed with your planner system.
Dr. Melissa Gratias (pronounced "Gracious") is a work psychologist who helps overwhelmed and underappreciated businesspeople be more focused and effective. Since 2007, thousands of people have graduated with honors from her onsite sessions, distance coaching, productivity seminars, and corporate consulting projects. Based in Savannah, Georgia, Melissa is available for nationwide consulting and speaking engagements. Contact her via email at [email protected] or call 912-417-2505. Sign up for her free monthly e-newsletter or visit her website, melissagratias.com.