How to Use a FranklinCovey Paper Planner

Using a paper planner keeps your schedule with you, even when you don't have access to your computer.

Using a FranklinCovey paper planner to keep organized is simple once you learn the system. Choosing a size and style of planner that suits your needs is the first step to success. After that, by utilizing the forms offered, or creating your own with their software, large projects can be broken down into smaller steps, and daily tasks are just a glance away.

Instructions

1. FranklinCovey planners come in four sizes: Monarch (8.5 by 11), Classic (5 by 8.5), Compact (4.25 by 6.75), and Pocket (3.5 by 6). Decide if you want to see your schedule on a daily, weekly or monthly basis. Choose the smallest size that provides adequate writing space for your appointments and is convenient to carry. If you don't want to customize your planner, the wire-bound style may be more convenient. Ring-bound styles are customized with additional forms and tabs to your specific needs. Choose a binder for your planner. Some binder styles zip closed, making it easier to keep loose items like receipts. Select a durable binder that handles wear and tear. Select a storage system for used pages. Using your planner to document business mileage or other expenses means that you need to retain these records for tax purposes. If you want to create a form that FranklinCovey does not produce, the company offers software and printer paper to create your own pages.

2. Assemble your planner in an order that makes sense to you. Then go through and record any important dates for the next year. Include birthdays, anniversaries, vacations, business trips and routine meetings. If you need to purchase a gift, leave a note for yourself a week to 10 days ahead of time. Fill out the information page. If you leave your planner somewhere, people will be able to contact you and return it to you.

3. Use the "Prioritized Daily Task List" to plan your day. Write down everything you need to do that day, then rank your tasks in order of priority. "A" priority tasks are the most important; "B" tasks are next and so forth. As you complete the task, put a check mark next to it. Mark deleted tasks with an "X." Tasks that you start but do not complete are marked with a dot and moved to the next day's list with an "A" priority. Delegated tasks are marked with that person's initials. Add a task to follow up with this person. Put a check mark next to it when the person completes the task. At the end of the day, move any uncompleted tasks to the next day.

Tips & Warnings

• Stay consistent with recording your tasks. It will take about a month to develop the new habit.

• If you keep postponing a task, decide if it is necessary. If it is important enough to write down, it is important enough to finish.

References

• FranklinCovey: Franklin Planner Store