How to Make Your Planner More Productive!

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When you have a planner, or a business plan, it only works if you work it. This means you need a system that helps you accomplish all the tasks on your ‘to-do’ list that actually help your business grow. Meaning, let’s focus on the things that help you move your creative business from dream to profit and make your planner more Productive!

2023 Small Business Planners

Now, this sounds easy on paper: Using a planner for business … But when you start to make new pretty things to sell in your business, then talk about it on social media, and then blah-blah-blah but… However, when you toss in the chaos of everyday, those business tasks can send you into overwhelm and we don’t want that!

So, let’s get you organized to use your planner to grow your business! I’ll map out the 3 must do’s for your business planner and give you some tips to move forward.

3 things to make your planner work for your business! 

These are 3 things I do with my planner that have made a HUGE income difference. These continue to remove so much daily overwhelm for me and my business as well = double win!

Take this list and make it your own. Use it as a base to create what works for you.

  1. CEO Lunch: I have a CEO lunch date with myself at my favorite restaurant each month to schedule out what I want to achieve the following month (takes me about 45 minutes, plus eating and time to get in the zone).
  2. Planner Time: I have a set a time each week to fill in my planner. (5-25 minutes)
  3. Check in each morning, and again at the end of the day, to make sure you are on top of these things. (Move things you didn’t get done to a later day if necessary!) (5 minutes or less)

**These daily tasks are the easiest to overlook (or ignore) but these things are also what makes a difference at the end of the year.

2023 Small Business Planners
Let me break each one out for you with a little more detail.

1. CEO Lunch

This doesn’t have to be a lunch, but I find that easy to remember and good for me to get away. I can clean up some things on my to-do list before leaving my desk.

I usually go to a restaurant and eat by myself while I work. By eating I have a few minutes to clear my mind, but I have also done this at a co-working space or a coffee shop at 7am. Pick a time that you feel you are at your best.

Bring with you what you need to plan the month. Pens, Post-it notes, and a GOAL! What do you hope to grow this month/year? That needs to be the focus of your CEO dat.

2. Planner Time

Pick a time each week to fill in your focus this month. This can be your topic from pages 2, 6 & 7 from your planner. Plus, be sure to schedule in others like the kids soccer practice and those dentist appointments.

3. Check in

Be sure to stay on tasks. When online some influencer tells us we need their system for the next big breakthrough. But in reality, we just need to show up. What social media do you want to grow this year. Make it a priority in your planner and work towards your one goal.

A few tips for this step:
  • Keep your planner on your desk or work station.
  • Check in with your planner each morning and end of the day with your planner.
  • Use a timer to try to get things done (often we loose hours to social media and so many shiny objects in our creative spaces).

Reasons to add these to my to-do list

There are a few reasons you want to add these steps to your daily/weekly/monthly routine and I promise once you start and get into a routine they will pay off!

  • Being consistent gets results. It feeds the algorithms on social media, Google and Pinterest.
  • Using the planner will take your customer on a journey with you, they will get to know you and your products, and learn how they can buy from you. A marketing plan!
  • These things help you remove so much overwhelm. Example, it’s time to create a blog post, grab your planner and look at your marketing plan you created on your CEO date. You now know:
    • What to talk to about
    • Why you want your customers to hear this
    • Where they can buy from you

These are the basics to my business plan: Organize and implement.

It sounds so simple but once you have your business defined, your ideal customer mapped out and learn how to connect with your audience it becomes fun!

small business planner on desktop with coffee.

It can feel like a lot at first, but that’s where the Marketing Planner for Entrepreneurs come in. to help be your business bible!

CPS Summit graphic

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  1. I am so in need of organization in my life and business. I can’t wait to put this new planner to work. Ill keep you updated on my progress
    Thank you Jill Disch
    Country Heart Greetings

  2. Hi Chelly,

    I tried to leave a review of the planner I purchased but the link in the email sent me to the page to buy the planner. I looked all over the page but could not find where to leave a review. Doesn’t mean it’s not there because I overlook things. I would like to leave a review, I love the planner just need to remember to use it.