Pre-Planning Your Planner Setup & Process Flow

[@midnightcoffee0000]

Amazing video Kate! You're so real about the quarterly becoming the post-it note dumping ground 😂 I'm very guilty of this

[@functionofplanning]

@midnightcoffee0000 thanks so much!! What can I say? I think sharing realistic planner and post it note situations is important 🤣🤣

[@ShelbyAleaseSmith]

Great idea for the goal breakdown pages.

[@functionofplanning]

Thanks Shelby!

[@mombieplans]

Love the nails! Such great ideas friend as always!

[@functionofplanning]

Thanks so much sweet friend!! Can't wait for you to see the new nails... they are 🔥

[@Gloria_vhill]

so helpful🙂 thank you🙂

[@functionofplanning]

You're welcome Gloria! Thanks for being here!

[@HolisticRitualCo]

Loving your content

[@functionofplanning]

@@HolisticRitualCo thanks for being here!! ❤️

[@AmberAboshihata]

Thanks for sharing! My planning process is very similar to yours with tasks and events growing from the monthly view down to the weekly and then the daily. I love how you are using that quarterly page as a monthly inbox for holding upcoming tasks, and I think it’s such a great idea that I’ll have to include for my next planner.

[@functionofplanning]

@@AmberAboshihata thanks so much for watching and sharing your thoughts!

[@lwhitley3189]

Thanks this was very helpful

[@functionofplanning]

I'm so glad!

[@laurajane1900]

Great video!

[@functionofplanning]

Thanks so much for being here!

[@marysmith9515]

That makes so much sense to me. I’ve been struggling with how to be more efficient. Love your ideas. I’ll check out your other videos! Thanks!

[@functionofplanning]

I'm glad it helped Mary! Thanks for being here. I hope you enjoy the other videos!

[@AmberNZ-i3b]

Thanks Kate! Im really enjoying your videos, so great to see a focus on the process of planning and real life use ❤ I have a similar flow as you use I think, but my system falls down if I'm not near sticky notes for tentative plans! I try and just remember until I i get back to my desk/home, but that doesn't always work! Any tips??

[@functionofplanning]

You're welcome Amber! Thanks so much for being here and taking the time to leave me a comment. My advice? Always have sticky notes on hand. I keep them strategically placed in my planner at all times. :) I just take a few from the stack and stick them to a divider.

[@froufou100]

Where is the pebbled cover from at the beggining, the coloured icons at 8 mins ish and what are the colour code of the page flags at 14 ish please. Sorry but that is essential for my shoppers' sanity 😂. Enjoyed listening to your planning strategy!

[@functionofplanning]

Haha! I appreciate the time stamps so I could look back! All of this is linked in my bio under "Kate's favorites". I've also linked it in the video description. I don't have the color codes for the page flags as I bought a mega pack. :) The colored icons are actually two stickers - icons I made/printed at home or snagged from the planner spot over transparent dots from cloth and paper. I've linked both in the Kate's favorites page with a coupon code.

[@ZayaPlans]

What type of printer do you have? The images look really clear on the little books you printed out.

[@functionofplanning]

I have two - this was printed on my laser printer. The make and model are listed in my bio under the "Kate's favorites" link. If I try to tell you from memory, I'll mess it up LOL!