My Combined GTD and Franklin Planner Process

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  • Опубліковано 26 лис 2020
  • This video demonstrates by paper planning process utilizing techniques from Franklin Planner and David Allen’s Getting Things Done

КОМЕНТАРІ • 79

  • @Dreblueskies
    @Dreblueskies Рік тому +27

    Love to see a planner really use an agenda, no stickers no fluff. Great video!

    • @organizersteve9848
      @organizersteve9848  Рік тому +7

      Thank you. I can appreciate some people’s desire to use stickers to customize their planners, but in 25+ years of paper planning that has never been useful to me.

    • @Dreblueskies
      @Dreblueskies Рік тому

      @@organizersteve9848 May I ask what your favorite brand of inserts are?

    • @organizersteve9848
      @organizersteve9848  Рік тому +3

      @@Dreblueskies I really don't have one single favorite brand. For 2PPD I prefer Franklin Covey. For 2PPW in A5 I prefer Filofax cotton cream and for Personal size weekly vertical I prefer a small Germany company bsb-obpacher gmbh (www.bsb-obp.de/). For me, my week starts on Monday, not Sunday. So I want my weekly and monthly calendar to start on Monday

    • @Dreblueskies
      @Dreblueskies Рік тому

      @@organizersteve9848 Thank you for that information 🙂

  • @dufchick
    @dufchick 3 роки тому +11

    Hi Steve- I like the way you organize your book, easy to follow and it makes sense as well. I really like your weekly review and how you use it to further plan your activities.

    • @organizersteve9848
      @organizersteve9848  3 роки тому +2

      Hi. Thank you. It’s developed over time and is still evolving today. The weekly review it one of the most important components in my entire system, sadly one component that can be the most difficult to do unless it too is scheduled on my calendar.

  • @loisbeyer5336
    @loisbeyer5336 15 днів тому +1

    Your video is made for a planner that sits on your desk, you very quickly pushed aside the one that's always with you. You seem to be self employed, you have a very specific system that a working person would never have that much time for. A person who is someone who is required to be at another site like a school or nursing home, restaurant or retail setting has to travel to get there, maybe has to feed their kids and get them to school before they even get to a place they have to punch in on a time clock does planning on the fly. My struggle as someone who does everything is I must have whatever planner I'm using WITH ME AT ALL TIMES because there's always some detail I need like an email, password, phone number, time of appointment, names. If I left it on my desk at home I would never have what I need with me. So people who have a big heavy planner that stays home, and a separate planner they keep with them is not anyone I want tips from because why duplicate everything, that's a waste of my time. Does your wifey do everything else? You make a highly detailed plan, you make a NOTE to make a reservation for date night. In the time it took you to plan that, I would have made that call while in the car warming the engine in the morning or in bumper to bumper on the commute home. I usually have a list pad paper in my planner (which MUST BE LIGHT AND STAYS IN MY BAG) slid under 2 coated jumbo paper clips with ALL my to-dos fit in at lunch, commute, while waiting at a Dr appointment, while eyeballing my daily/weekly schedule. You need to speak to people who do not have the free downtime you have. Working women get home and the second shift begins - get dinner on the table, homework, baths, laundry because they don't have the luxury of thinking as much as you do about what needs to be done. Get real Steve. I overheard a female student shopping at Barnes and Noble for a planner with her mom. Her mom said look at this one (large, flowers, gold decorations.) The girl said "no. I want it to fit in my purse." Because, we could be anywhere - out for pizza. If you run into someone who can help you, your planner is no good at home or in some tote bag not with you.

    • @organizersteve9848
      @organizersteve9848  8 днів тому

      Thanks for taking the time to respond. I appreciate it. Seems like I hit a nerve with you. The struggle between planner size and portability is real. You said get real -that’s real. Despite what you assume, I travel a lot between 3 offices and some air travel (4 trips coming in the next 5 weeks). This system has evolved for me since 1996 with various improvements. My current system as of June 2, 2024, is almost entirely one A5 Malden planner. The Pocket “satellite” was dropped last year. Too much time to move things back and forth. Also, I travel with my messenger bag that carries my laptop and got use to hauling the A5 planner in the bag as well. I’ve tried smaller sizes (FC Compact, and FF Personal) but they don’t work for me as one main planner. My planner is my life control center tracking work, personal, family (wife, 4 adult children, 3 grand children) all are tracked together in my one system.
      Thanks again for sharing your thoughts.

  • @PacificOcean17
    @PacificOcean17 3 роки тому +5

    Thanks for sharing your setup! I enjoy how you divide your week into appointments/reminders and action items.

    • @organizersteve9848
      @organizersteve9848  3 роки тому

      Thank you for your comment. This set up has evolved over several years.

  • @AlejandroAtreyu
    @AlejandroAtreyu 2 роки тому +2

    It´s what I was looking for. It really worked to me. I appreciate It

  • @leadmetopeacejeanie
    @leadmetopeacejeanie 3 роки тому +4

    I love this way to plan. I have all the months in one binder and it's too much! I love the simplicity of your planner. Concise and simple. Thank you!

    • @organizersteve9848
      @organizersteve9848  3 роки тому

      Thank you. Please share how you plan today and what works and doesn’t work for you.

    • @leadmetopeacejeanie
      @leadmetopeacejeanie 3 роки тому +1

      @@organizersteve9848 Sure! I use Franklin Covey 2 page per day. I like how you use a weekly page at the beginning of the week. You'd think since I am retired I would have fewer things to do, but no. I am busier than ever, even with covid and fewer places to go. I also have a planner/tracker for Health, and another one for my "Inspiration/Creativity...

    • @organizersteve9848
      @organizersteve9848  3 роки тому

      @@leadmetopeacejeanie do you do anything special to make sure your weekly and daily portions are in sync? Do you use a master index to do so? Using the FC 2PPD with the Daily Record of Events page helps me keep all my notes together and then index it all. Not a perfect system but rather a work in progress. Thanks

    • @leadmetopeacejeanie
      @leadmetopeacejeanie 3 роки тому +1

      @@organizersteve9848 Hi Steve - yes I use a weekly master list which is in the front of my planner. Each day has what needs to be done to keep our home clean and orderly and running smoothly. Appointments and other functions are filled in the monthly calendar as well as the daily. I haven't really needed to use the Events page for notes since I don't work. For medical information on my husband, I keep a separate ongoing steno pad. The book The Advanced Day Planner User's Guide by Hyrum W. Smith is excellent in giving many different ideas to customize your needs. I found mine used on Amazon. Hope you have a happy new year!

    • @organizersteve9848
      @organizersteve9848  3 роки тому

      @@leadmetopeacejeanie When I first read this it seemed a little a little complicated and a lot of work. But as I re-read it over time it became more clear. Thank you.

  • @christinecortese9973
    @christinecortese9973 3 роки тому +7

    Good system. Your system is so streamlined that the redundancies are minimal and serve a purpose. Coincidentally this year I realized that I needed much the same set up - to see my weeks in list format as well as with time blocking, plus a whole day. I also keep a running task list and a list of projects. So we are kind of on the same page. Thanks so much for sharing your system and process.

    • @organizersteve9848
      @organizersteve9848  3 роки тому

      Thank you. Can you share some of your planning method details?

    • @christinecortese9973
      @christinecortese9973 3 роки тому

      @@organizersteve9848 I just never stop! I am always processing information into the appropriate “bucket”. I do try to take an overview periodically and Sunday afternoon is devoted to reassessing the big picture and sketching in the week in blocks. I also use pencil. I do keep separate binders with reference data and goals and projects. Wish I actually had a system but as long as I’m touching all bases weekly it works.

    • @organizersteve9848
      @organizersteve9848  3 роки тому

      @@christinecortese9973 sounds to me like you do have a system that works for you. It may not have a fancy name but if what you do is effective and you are pleased with it, good for you - continue it

  • @mike_qbik
    @mike_qbik Рік тому +5

    Really nice way how you plan your schedulle. Glad to find your channel. No fluffy stckers, man at work. Simple as that.

    • @organizersteve9848
      @organizersteve9848  Рік тому +2

      Thank you for your comments. I can appreciate someone’s use of stickers if it helps them in their planning process. But for me, stickers don’t add value to my process.

    • @mike_qbik
      @mike_qbik Рік тому +2

      Would be great to see how you go about vprojects - notes/ timing/ follow up - which you have promised a while back 😊

    • @organizersteve9848
      @organizersteve9848  Рік тому +1

      @@mike_qbik thank you for your comments. That is still a work in process. I’m an extensive note taker at all my meetings and phone calls. Sort of like keeping a diary. I then record any action items or waiting for into my GTD system. My hardest part is the collecting of all the incoming info- meetings, phone calls, hall conversations, email, text, etc. I haven’t figured it out yet

  • @chiefhumminbird
    @chiefhumminbird 2 роки тому +2

    Love this set up. I was doing this intuitively.

    • @organizersteve9848
      @organizersteve9848  2 роки тому +2

      Thanks for your comment. I like to periodically review my system to see what is still working and change what is not. For instance, I used to track my exercising right on my planner calendar. Upon review I found that it would work better if I tracked it in a separate binder instead, which I then switched to.

  • @david_matheny
    @david_matheny 6 місяців тому

    Really great planner setup. Thanks for sharing.

    • @organizersteve9848
      @organizersteve9848  6 місяців тому +1

      Thank you, David. After many years I've tried different methods and this one seems to work the best for me. In fact, I'm getting ready to do an updated video with the minor tweaks I've made since this. More to follow.

    • @david_matheny
      @david_matheny 6 місяців тому

      @@organizersteve9848 Most excellent! Looking forward to it.

  • @georgie369
    @georgie369 3 роки тому +5

    Looks like an effective system; not likely to miss much.

    • @organizersteve9848
      @organizersteve9848  3 роки тому

      Thanks. That's the key, put a system in place, work it through until it comes second nature and capture everything you need.

  • @jennnava2769
    @jennnava2769 2 роки тому +2

    Great video! I would love to see more videos detailing your planner and gtd

    • @organizersteve9848
      @organizersteve9848  2 роки тому

      Thank you. I’m working on an update the film in the next few weeks. Since this video I did change out EDC. Bought a Filofax mini that fits better in my pocket.

    • @organizersteve9848
      @organizersteve9848  2 роки тому

      Thank you. I just bought a new Filofax Malden in black and will be posting a video on that shortly. I expect more videos on how I put it to use within the next week or so.

  • @lavenderlovelifeuk
    @lavenderlovelifeuk 5 місяців тому

    Lovely video! I would love a revision of how you are using or would be using this system ❤

  • @Joy2Plan
    @Joy2Plan 3 роки тому +3

    I just found your video/channel. New subbie. I love the Franklin Covey system! Enjoyed your video. Thanks for sharing! 🤗

    • @organizersteve9848
      @organizersteve9848  3 роки тому

      Will check it out, thanks for sending my way.

    • @organizersteve9848
      @organizersteve9848  3 роки тому +1

      Jou2Plan- like your name. Planning should be fun. Curious as to how you use your Franklin Covey system? Any modifications?

    • @Joy2Plan
      @Joy2Plan 3 роки тому

      @@organizersteve9848 I started out years ago with FC, but started Bullet Journaling in 2016 (which is similar to FC) and now I merged the two. I have loosely added some of the GTD aspects. 🤗

    • @organizersteve9848
      @organizersteve9848  3 роки тому +2

      @@Joy2Plan I started with Day-Timers in the late 80’s and fumbled around until 1996 when I took the Franklin Quest class. Over the years have tried different methods but eventually get back to Franklin. Have tried Bullet Journaling but seemed too unstructured for me. But a lot of people find value in it.

    • @Joy2Plan
      @Joy2Plan 3 роки тому

      @@organizersteve9848 I like Daytimer also. I’ve been wanting to take the FC class since last year. Need to just do it. I like taking pieces of different systems and consolidating to make it work for me. 🤗

  • @imfromtoronto
    @imfromtoronto Рік тому +1

    Great planner! You really inspired me to get a larger ring planner compared to my A6 format, which is great for portability but is too small for actual planning and writing.
    BTW, do you record you random thoughts, ideas in this planner as well?
    How do you keep your new thoughts on-the-go?

  • @olgaschijan3041
    @olgaschijan3041 Рік тому +1

    You have good taste :)

  • @aliciavalcarce8633
    @aliciavalcarce8633 2 роки тому +1

    Great video, I'm watching in 2022! I like your process, don't have to have all the sheets of paper and sections in my binder. My birthday is also on 10/30.

  • @belselkel
    @belselkel 3 роки тому +3

    Hi Steve, great video thank you for doing it. I just thought I'd mention that if you press down on the metal pieces simultaneously at the end of the rings they will pop open, rather than pulling them apart like you did in the video, which could damage the rings and therefore gave me anxiety.

    • @organizersteve9848
      @organizersteve9848  3 роки тому +3

      Thank you, that’s a good reminder. You’d think that after 25 years of using rings I’d have learned by now.

  • @JJSlone
    @JJSlone Рік тому +1

    I like that pencil and the size of the lead. It won’t squeak.

    • @JJSlone
      @JJSlone Рік тому

      Dude, I have and love that pen!

    • @organizersteve9848
      @organizersteve9848  Рік тому +1

      You are right. I use a variety of mechanical pencils and lead sizes, but I prefer the larger lead sizes of 0.9 and 1.1

  • @r21747
    @r21747 3 роки тому +2

    Your video is very interesting! Are you going to upload a video about your little planner EDC? Thank you so much :)

    • @organizersteve9848
      @organizersteve9848  2 роки тому +2

      Had planned on it, then stopped using it so decided not too. However I’ve still need the portability it provides. So stay tune for an update.

    • @organizersteve9848
      @organizersteve9848  Рік тому

      Thanks for asking, and sorry I haven’t done that yet. My reason is I’ve been making various changes and have procrastinated on the video until I’ve settled in on my new edc.

  • @easterneuropeantracksuit3312
    @easterneuropeantracksuit3312 2 роки тому +2

    How do you do it? I can’t commit

    • @organizersteve9848
      @organizersteve9848  2 роки тому +1

      At times it’s not easy, but I just keep at it and get into a consistent rhythm.

    • @easterneuropeantracksuit3312
      @easterneuropeantracksuit3312 2 роки тому

      @@organizersteve9848 any tips on getting started? Thanks

    • @loisbeyer5336
      @loisbeyer5336 15 днів тому

      He has a lot of downtime, he's probably self employed. I never get along with that type - my own family included. They speak their own language. They're in their own world - king of the pond. They have complete control of their time and think everyone else answers to no one. Franklin Covey is very anal.if I see anyone using a daily system I won't speak. Weekly/monthly is logical. If you have 4 kids and a partner, how do you have that much presence of mind to focus only on yourself with these teeny tiny details? They sit down and "do their planning" on a specific night, like Sunday night. They go to another room close the door, undisturbed, while their spouse handles everything else. I was married to this type. They are "special" and they have "important business." Don't bother them with anything more than one thing at a time because it will interfere with their planning.

  • @translipcorsia
    @translipcorsia 3 роки тому +4

    This is what they call: "Productivity porn." I procrastinate watching this.

  • @bladesNstuff
    @bladesNstuff 3 роки тому +1

    What size is this Filofax?

    • @organizersteve9848
      @organizersteve9848  3 роки тому +2

      My main planner, the larger one in the video, is an A5 size. I’m plan to use Franklin Covey Classic size day on two pages inserts for 2021.

    • @bladesNstuff
      @bladesNstuff 3 роки тому

      @@organizersteve9848 thanks !

    • @toffifee92
      @toffifee92 Рік тому

      @@organizersteve9848 i know this comment is old, but I would love to know where you found frankly planner inserts for the filofax?

    • @organizersteve9848
      @organizersteve9848  Рік тому

      @@toffifee92 technically, the Franklin covey classic size pages are different than the Filofax A5 size. But the difference is minimal. The bigger difference is in the punched hole layout which means the FC pages will not fit the FF as is. I simply re punch the holes with my FF hole punch and they fit. Some people comment on the resulting “Swiss cheese” look, but it doesn’t bother me. Thanks for asking.

    • @toffifee92
      @toffifee92 Рік тому

      @@organizersteve9848 Awesome, thanks for the answer. Sounds good enough. Do you have a picture of how it looks?

  • @katsmith8263
    @katsmith8263 3 роки тому +1

    Can't wait to see your pocket Filofax

    • @organizersteve9848
      @organizersteve9848  2 роки тому +1

      How about my brand new Malden Personal in black???

    • @katsmith8263
      @katsmith8263 2 роки тому

      @@organizersteve9848 yes, why not?

    • @organizersteve9848
      @organizersteve9848  2 роки тому +1

      @@katsmith8263 I like my Malden pocket in Navy but don’t seem to use it much. Too small to meet all my needs as a main planner but too big to fit in my pocket. this month I’m moving to a Personal Malden in black (from my A5 Malden)

  • @PatriceBoivin
    @PatriceBoivin Рік тому +1

    big rocks?

    • @organizersteve9848
      @organizersteve9848  Рік тому

      Yes, exactly. I'm planning to purchase an A5 refill for 2023 and will go with the same cotton cream vertical pages, due in large parge because of the way that format helps me identify the big rocks.

  • @urloony
    @urloony 2 місяці тому

    Nice video, but I'm not really seeing the Franklin Planner influence here. You have some basic GTD mixed with some values you've established. Arguably the core of Franklin planner would be 7 Habits and/or 10 Natural laws, roles & goals, daily compass, along with of course their Franklin Planner system. GTD in it's basic form includes contexts, next actions, and connected projects.

    • @organizersteve9848
      @organizersteve9848  8 днів тому

      Good question. I started with Franklin Quest in 1996 when Hyrum Smith ran the company with a focus on daily planning. When Hyrum joined with Stephen Covey, you saw a transition to more weekly planner. The actual Covey planner was only offered in weekly format. Then GTD came around with a simple next action focus based on context which FC didn’t have. My Franklin planner influence is that I use only one planner, all scraps of paper are eliminated with everything going into that one planner. Tasks needing done that day are listed on that day’s FC daily page (not listed in the actual calendar). @Next Action items farther out go in a tabbed section of planner segmented by context. Another helpful Franklin influence is my separate tab for financial activity- stock trades, bill paying, bank balances. While GTD handles the tasks of paying a bill by its due date (place on calendar) it fails from a reference standpoint of recording confirmation numbers, amount paid, etc. I use the Franklin system for that.

  • @suzisaintjames
    @suzisaintjames Рік тому

    Why not print out a week on one page through your online master calendar? Why bother rewriting everything? 💖🌞🌵😷

    • @stephenkristan6008
      @stephenkristan6008 Рік тому

      Exactly, it does seem like extra work. I did use print outs for a while. Here is why I don’t use print outs any more:1) my master calendar uses different colors (work, personal, wide, kids) and I don’t have a color printer at home so I found myself coloring by hand anyhow. Now I use a Jetstream 4+1 multi pen. 2) during the planning phase I mark in travel time on paper. I found marking travel time on the master calendar became real crowded since one appt would have three entries (to, appt, from). 3)often times when a meeting is cancelled or changed I like to note who cancelled and why. Easy to do on paper, but not electronically. Perhaps I’ll go back to print outs sometime.
      Is that what you do?
      Thanks

    • @suzisaintjames
      @suzisaintjames Рік тому

      @@stephenkristan6008, I use my electronic calendar primarily as my future log... So at the beginning of the month, I print the weekly and the daily sheets. Then I make any additions with pen. ... To avoid 3 entries for every appointment, I just make the appointment an hour longer (30 minutes to and 30 minutes from). And I notate the appointment time in the description so I know that I've remembered to add the travel time... (In my calendar it has one line for the description and one line for destination, but I notate any notes in the destination line since I have the address in my contacts). .... I print out the sheets instead of buying expensive planner sheets. ... It works for me. Sending lots of love 💖 from sunny 🌞 Arizona 🌵. 😷