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Self Planner — Getting Started

Congratulations on taking the first step toward a more organized, balanced, and fulfilling life! The Self Planner is your 6-month companion for turning intentions into actions. Whether you're managing work projects, building new habits, or creating more time for what matters, this planner adapts to your unique journey.

Let’s get started!

Step 1: Understand Your Planner

The Self Planner combines the best elements of a calendar, goal-setting system, and personal development tool. Here's what you'll find inside:

  • Monthly Calendar: Your bird's-eye view for long-term planning and goal-setting.
  • Weekly Pages: Break down your goals, prioritize tasks, and reflect on progress.
  • Daily Time Blocks: Schedule your time and focus on what truly matters.
  • Habit Trackers: Build and maintain habits that align with your goals.
  • Reflection Spaces: Pause, review, and grow from your experiences.
  • Project Planning Pages: Break down larger projects into manageable steps.
  • Freedom Pages: Blank dot-grid pages for notes, sketches, or journaling.

Each section is thoughtfully designed to help you make the most of your time and energy.

Step 2: Set Up Your Planner

Find a quiet space and take 30 minutes to set up your success framework:

  1. Define Your Big Goals: Start with your monthly section and choose 2-3 goals that would make the biggest positive impact in your life. Make them specific, measurable, and meaningful to you.
  2. Break It Down: Start with your monthly section and choose 2-3 goals that would make the biggest positive impact in your life. Make them specific, measurable, and meaningful to you.
  3. Schedule Your Day: Start with your monthly section and choose 2-3 goals that would make the biggest positive impact in your life. Make them specific, measurable, and meaningful to you.
  4. Track Habits: Decide on a few habits you want to build or maintain, and use the habit tracker to keep yourself accountable.

 

Step 3: Make It a Daily Ritual

Start with your monthly section and choose 2-3 goals that would make the biggest positive impact in your life. Make them specific, measurable, and meaningful to you.

Morning (5 minutes):
  • Review your top 3 priorities
  • Check your time blocks
  • Set a positive intention for the day
Evening:
  • Mark off completed tasks
  • Reflect on your day: What went well? What could be improved?
  • Update your habit tracker.
  • Prepare for tomorrow.

Even 5-10 minutes a day can make a big difference.

 

Step 4: Reflect and Adjust

At the end of each week and month, use the reflection sections to assess your progress. Ask yourself:

  • What worked well?
  • What challenges did I face?
  • What can I improve or try differently?

This process helps you stay on track and refine your approach for better results.

 

Step 5: Pro Tips for Success

  • Start Small: Begin with 1-2 habits and build from there. Small wins create momentum!
  • Be Consistent: Spend just 5-10 minutes each morning and evening with your planner.
  • Use Time Blocks Wisely: Schedule your most important tasks during your peak energy hours.
  • Track Progress: Use the habit tracker daily—seeing your progress builds motivation.
  • Be Kind to Yourself: Some days won't go as planned, and that's okay. Each day is a fresh start.

 

Your Next Step

Ready to take your planning to the next level? Download our Self Planner Guidebook here for advanced strategies and expert tips.



Need Help?

Remember: your Self Planner is designed to work for you, not the other way around. The included 20-page guidebook offers more setup tips, but feel free to adapt these suggestions to your lifestyle. There's no "perfect" way to plan—what matters is finding a rhythm that helps you move forward consistently.

Your journey toward your best self starts now. Let's make it happen!