Hello and welcome to Best Lead Plans, episode six.

This is your host, Sarah Hart Unger, and this is the podcast where we talk about all things planning and planner related.

I'm so excited to be at this episode. It's another one of

the planning concept episodes, which we're going to do every four episodes approximately.

And this one was a listener-generated idea, which was an episode about how to build a planning

system from the ground up. This sounds kind of

basic, but I think it's more of a deep dive into the elements that I feel are necessary in making

up a functioning planning system. I'm not going to necessarily provide prescriptive item ideas,

and I promise. I know there are some of you waiting for more brand-specific reviews,

and they are coming in some future episodes. But this is more about, you know, what are the pieces

that you need to have in place in order to build up a successful system for yourself that you will

actually use every day? And for the person that wrote, they kind of wanted an idea if they had nothing to start with,

how would you go about building it? And I thought that was a great kind of framework to put things in.

So number one is thinking about the calendar system. I think that this can be electronic or it can be

paper or it can have elements of both. But the caveat is I think there needs

to be one master calendar that you truly trust to have everything important. This means every work

event, every personal life event, and even events of others that might impact you. For example,

my trusted calendar has my husband's call schedule on it, specifically

when he is on on weekends. I don't really care if he's on a Tuesday night, since that's really not

going to necessarily impact what I do with the kids, but I definitely need to plan ahead and know

if he's going to be pretty much away all weekend on call. So my trusted calendar has my call schedule

as well as his call schedule. It also integrates everything for my kids' school calendar and work.

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