Setting Up Your Planner: A Step-by-Step Guide to Organizing Your Life

Jane's Agenda 5 days to planner success

Setting Up Your Planner: A Step-by-Step Journey to Planner Mastery


Welcome to our guide that complements our "Planner Setup" email series! In this comprehensive post, we'll walk you through the essential steps to set up and master your planner for greater organization, productivity, and success in your daily life. If you're excited about getting the most out of your planner, let's dive right in!

5 days to planner success

Day 1: Getting Ready for Special Moments and Staying Prepared:
In our first step, we talked about being ready for the unexpected. Remember that "If Lost" page? It's your safeguard. Jot down your contact details and essential emergency contacts. It might seem simple, but it can be a game-changer in times of need. Add a note about an emergency contact – someone close who can help when you can't.

Day 2: Supercharge Your Monthly Calendar:
Moving on, we've got your monthly calendar. It's not just about dates; it's your roadmap. Set clear goals and intentions for the month – personal, professional, whatever moves you. Then, pick out the big dates, meetings, and appointments. These are your anchors. Don't forget to give them some color or symbols, so they stand out like beacons.

Day 3: The Art of Daily Planning and Tasks:
Daily life needs structure. Start with a morning routine – it's like your daily refresh button. Prioritize three key tasks for the day – any more, and it's overwhelming. Time blocking is your best friend; it's like assigning each task its VIP time slot. And don't forget your to-do list; it's the ultimate action plan.

Day 4: Supercharge Your Habits and Goals:
Let's talk habits. Pick a few – it could be drinking more water, reading, or even taking a walk. Create a habit tracker – a simple grid to check off each successful day. Consistency matters; set a routine and celebrate small wins. Habits make the big difference in the long run.

Day 5: Keep Your Planner Journey Thriving:
As you've come this far, sustaining success is the next step. Weekly check-ins keep you on track. Reflect on your journey, adjust your strategies, and set new goals. Customizing your planner is like making it your own canvas. And community engagement – it's where you share, learn, and grow together.


You've got the tools, now it's time to own your planner journey. It's not just a tool; it's your daily ally. Make it work for you, and watch how small steps lead to big transformations.

Want more detailed insights? Subscribe to our "Planner Setup" email series for a deeper dive. Your journey to planner mastery starts now!

Remember, your planner is your secret weapon for a more organized and intentional life. Dive in, embrace the process, and let the magic happen.

About Jane's Agenda

Founded in 2013, Jane's Agenda is a planner brand dedicated to helping people become more organized and efficient through the use of paper planners.

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1 comment

Hi — I started purchasing my calendars thru Amazon and then switched many years ago to purchasing right from your website. I like the sound of Weekly #20 and hope it might be available outside the anniversary. Also, I thought it was helpful to hear how you use the “Hybrid” which I’ve always wondered what the difference was between it and some of your other items. Thank you for continuing to make new items. Have you considered making some of your out-dated items as downloads for those who like that particular item? Thanks

Lillian Person

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