Planner Storage Tips

Reduce Stress, Improve Your Archives


As the old saying goes: "Elephants never forget." Of course, elephants never had the pressure of remembering a month's worth of meeting notes, key action items, follow-up phone numbers, and driving directions.

We're a bit busier than the typical pachyderm, that's why we archive.

I often say that not being able to access and recall your planning info is equal to not planning at all. Having a dependable process for storing and indexing your data is vital to any good planning system. All Day-Timer planning solution sets feature convenient storage cases for maintaining your planning year.

Having a go-to storage location organizes the clutter of pages currently stored in your day planner, and better yet, it allows you to stop relying on your memory when needing to access past information. Reduces stress and de-clutters? Sign me up.

Here are a few tips for organizing your planning data:

• Process planning data weekly, don't allow months of information pile-up because it will become an overwhelming task and you're certain to miss important tasks and appointments in the interim. Make a choice not to live in chaos.
• Read through each daily or weekly page and extract the important details. Transfer your tasks to your master task list and enter any appointments on your schedule. Important information or noteworthy events that aren't tasks or appointments can be referenced with an entry in your monthly diary record. Once you've completed a page, place a checkmark in the top corner to designate a processed page.
• Streamline your note processing by making it a practice as you take your daily notes to use symbols for differentiating tasks, key notes, phone conversations, and appointments. It will make the key info instantly recognizable when you go back through your notes.
• Index meeting notes and other lengthy notes by topic and date.
• Separate project-specific notes from daily records, store in folders for frequent reference.
• Label archive containers and folders consistently, always keep in same location for quick, handy access.

 



 

 










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