Spending time with Day Designer founder Whitney English is sure to inspire all of us! Whether you are new to planning or perhaps your plans have gotten derailed lately or you’re simply excited to start working with your brand new 2019 planner, you’re sure to feel motivated by Whitney’s personal insight and tips!

Today we’re sharing an outline and overview of Whitney’s recent webinar The Well-Designed Day where she walked through the steps she personally takes to set up her planner while also showcasing the newest edition of our Flagship Daily Planner.

Whitney is a two-planner girl, starting fresh every six months. She suggests gathering the following items for your yearly (or bi-yearly) planning session:

• Your Favorite Pen — For years, Whitney has been a big fan of the Pilot G2 pen!

• Colored Pens — If you’re into (or want to try) color-coding.

• Pencil — Some plans will need to be moved around later.

• Your Current Planner

• Your New Planner

To get started, Whitney walked through the worksheets (one of our top-requested features!) in the 2019 Flagship Daily Planner by Day Designer. She showed how she utilizes them and offered valuable tips along the way! We’ve included a closer look at each of the worksheets below—and we encourage you to follow along via the original webinar right here on YouTube.

You’ll notice that several of the worksheets are designed to guide you in setting goals for your year. Whitney created a goal-setting method called HEART Goals of which the very principles are woven into the Day Designer worksheets. Over the course of your year, the worksheets will enable intentional daily planning.

• Self Assessment: Where Am I In Life? — The purpose of this page is to help you think about where you are in the various segments of life. Whitney uses symbols and color-coding to fill it in.

• What Is Important To Me — This page outlines your values, passions, and strengths. Whitney believes in living according to your values but not necessarily following your passions. Instead, she encourages us to use our passions to refuel and reenergize ourselves! As for your strengths, ask yourself if there’s an area of life where you could use your strengths to help others! That’s where your overall purpose in life comes into play.

• My Goals: What Is Important To Me? — Whitney walks us through setting balanced goals.

• My Plan: What Steps Do I Take To Get There?Turn your goals into monthly actions, weekly routines, and daily habits!

• Ideal Month and Week: Making It Happen! — Identify where you want to be spending your time! Whitney likes to differentiate personal commitments versus work commitments through color coding.

• 12 Month Overview — Great place to plan out vacations!

• Holidays — New in our 2019 edition!

• Birthdays and Other Important Days — Also new in our 2019 edition! Designed for birthdays, but also great for anything you need to remember on a yearly basis.

Tune into the webinar replay for a walk-through of each individual page and tips from Whitney on how to maximize the worksheets.

After goal-setting and scheduling your goals within your planner, it’s time to fill in your routines and schedules! These are the key dates and schedules that Whitney gathers in order to plan out her year:

• Kids’ School Calendar

• Work Deadlines or Upcoming Projects

• Church or Volunteer Schedules

• Bills — Deadlines, recurring fees, and subscriptions fees.

• Spouse’s Schedule

• Meal Plan

• Cleaning Schedule — Whitney loves to follow Clean Mama.

• Kids’ Sports and Activity Schedules

• Birthdays

• Holidays

• Events (Weddings, etc)

• Vacations

• Doctor Appointments — Dermatologist, dentist, and regular checkups for everybody in the family.

• Bucket List

Once you spend time thinking through your goals, scheduling them, and filling in your key dates and schedules—you’re officially prepped for the upcoming year! You’re ready to effectively plan your weeks and your days according to your values and goals for the year. This is living with intention.

Happy planning! Thank you for tuning in to our planning workshop with Day Designer founder Whitney English.

P.S. Upon request, we’re including a few of the questions that Whitney received during the webinar here!

• You mentioned that you use two planners at once. Could you expand on that process?“Yes, I actually have a Today & To-Do which is a new Day Designer product—it’s more flexible. It has a weekly layout in it and so if I’m having a really crazy week and I need more space than a monthly view has to offer me, I switch over and I plan my week there.”

• What is the difference between the standard size and the mini size?“If you like room to write I would recommend getting the larger Flagship. If you need something more portable, the mini obviously works great.” The standard size is 9 x 9.75 inches and our mini size is 6.625 x 8.3 inches. You’ll find a daily schedule from 5 am to 9 pm in the standard size and 7 am to 7 pm in the mini size. View both here!

• Do you repeat your to-do list over and over?“Great question. Yes, I do. I actually think that rewriting my to-do list is worthwhile because it forces me, as I read that task, to decide whether or not it’s important enough or whether to kick it off the to-do list. Very good question. I also I use a process where I draw an arrow to show that I’ve transferred it.”

Any other questions? Let us know below! 

Click here to view the live planning workshop with Whitney English!