5 tips for choosing a planner

5 tips for choosing a planner

Disclosure: This post may contain affiliate links to Amazon, which means that I may earn a small commission from some of the links in this post. Please see my Disclosure Page for more information.


Choosing a planner can be very stressful. These tips will walk you through the important steps and questions you need to ask to help find what works best for you. Here are 5 tips for choosing a planner.


     My philosophy is it’s important to choose what you’re going to use.  ____________________________________________________________________

Tip # 1




Having trouble deciding the planner size to use? Consider how and where you plan, your hand writing size and lifestyle.


If you’re someone who is based in office, based at home, spends a lot of time at home and not always out and about or traveling around with your planner. I think that is a situation where you can choose a larger planner if you need it. However if you are constantly on the go a personal size planner may be a better fit and easier to carry around.


If you’re someone with big handwriting, getting a bigger planner might be more logic then a smaller planner that might not help you to the greatest extent that it can be. Choose the bigger plan or if you know the smaller planner isn’t going to work for you and your lifestyle.


If you are someone who is just getting started and you don’t know where to begin in choosing a size planner then I would personally recommend starting in the middle. Which is a personal size A5 planner or half letter size planner. I think sticking in the middle is safe and if you feel like you have tons of extra room you can downsize and if you feel like you can go bigger then you can work your way up!

Tip # 2




If you have no idea where to start with the planner, no clue what planner inserts to use, the different sections and what you need to help manage your life… I say stick to the basics!DSCN0352


Stick to a system with using one calendar month pages at a time, a week on two pages, some task list in notes pages. I think that is the most streamlined basic planner and everything you need to get started.


Tip # 3




Try to use one planner or at least try to keep everything in your life in terms of your schedule, calendar and major task all in the same kind of system.


Keeping these important task and one planner prevents overwhelming your schedule or forgetting tasks that is spread out across multiple planner systems.


Now with that said, there is nothing wrong with using multiple planners for different uses or areas of your life. Just be aware if you are someone who gets overwhelmed easily then try to simplify by using only one planner. I do keep a journal for Bible study, budgeting planner, a planner for meal planning and a time management planner system. These areas I don’t need to have on the go with me everywhere or need to manage on the daily. That’s why it’s important to have that one planner for your schedule calendar, and major task so you can have that high-level view. So do what fits for you!

Tip # 4




Don’t feel like you need to keep everything in your planner. Keep it simple to start and if you need to add more information you can always do that later.


There are a lot of different ways to set up a planner and it’s easy to just want to put every little idea you come across that would help you manage your life to put in your planner. Different ideas are great and could help manage your life and this is true – ideas may help you but what ends up happening is you can overwhelm yourself with too many ideas and can end up with a planner that is all over the place and not easy to use. So keep it limited and focus on streamlining what you really keep in your planner. Trial and error is key. What might work for me might not work for the next person.





Tip # 5



How much work do you want to put into your planner? What that means is, are you a creative person that really wants to add your own touch to it or somebody that just wants the paper, pen and start working with a little customization to add to it or just nothing at all.


If you are a creative person that wants to really develop your own planner, I would suggest a ring bound system because you can add in your own elements and put it together how you would like to customize it. These planner types would be like you’re Happy Planner and Arc bound planners.

Click Here to check out the type of planner I currently use.

If that is not your thing and you want a planner that is just ready to go more based on a commercial base planner like the Erin Condren planner, The Simplified planner, a Day Designer planner then that’s the way to go where everything is all laid out for you, your binding is already in place and you’re all set to go.

So what’s your planner style? Let me know down in the comments.

Sign up for more Tips, Inspiration & Freebies!!!
I hate spam. Your email address will not be sold or shared with anyone else.