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Best Laid Plans

Q&A: Keeping Track of Meeting Notes, Irregular Schedules, Erasable Pens, Tracking Ongoing Tasks + Planner Peace Gold! EP 129

Best Laid Plans

Sarah Hart-Unger

Society & Culture, Personal Journals, Self-improvement, Education

4.8756 Ratings

🗓️ 16 January 2023

⏱️ 26 minutes

🧾️ Download transcript

Summary

Sarah shares a minor update on her 2023 planner stack, and then opens today's Q&A episode with a Planner Peace submission from a successful scientist that is packed with ideas and tips about goal-setting, handling meetings, and more. Then, the Q&A address the following topics: How to prevent handwritten notes from becoming a disorganized mess How to keep momentum going with an irregular (and highly challenging) schedule? Erasable pen suggestions (and call for listener help!) GTD and tracking recurring "never-ending" tasks (like updating the same spreadsheet every week) Reminders of how to find notes to this show - go to: theshubox.com (fun fact - I wanted to buy BestLaidPlans.com but apparently it’s 25K!) How to send in your ?s: Email: [email protected] Voice questions: https://www.speakpipe.com/bestlaidplans Send me a text or voice memo - (305) 697-7189 Sign up for my newsletter: https://theshubox.com/newsletter Leave me a review if you can (Apple Podcasts Link: https://podcasts.apple.com/us/podcast/best-laid-plans/id1525311647) Finally, I will be opening cohort 2 of Best Laid Plans Academy in Feb so please join the waitlist if interested; I will offer it to that group first! Waitlist signup: https://theshubox.com/blpa Episode Sponsors: Financial Gym: Personal training for your finances. Visit financialgym.com/plans for more info and use code plans to get 20% off your first year of membership! Plan to Eat: Meal planning with your own favorite recipes. Best Laid Plans listeners can get a 25% discount on a yearly subscription by signing up for a free trial at plantoeat.com/plans Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Hello and welcome to Best Laid Plans.

0:11.3

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

0:17.5

Welcome to the first Q&A episode of January.

0:21.5

I very much hope that as many of you are listening to this, that you are still enjoying that January energy, that essence of being excited about your new habits and your goals and maybe even your planner.

0:34.9

And I know from experience that that definitely doesn't last forever,

0:38.6

but hopefully you can drag it out for as long as possible this year. You can do that by listening

0:44.2

to all of my back catalog every single day. Just kidding. But no, for real, I think this is just such

0:49.6

a nice time to focus on our day to day, make sure our lives are going in the direction that we want,

0:57.0

and just take a little bit of that extra time and space out of your lives for planning.

1:01.9

So we'll see how long we can make it last, right?

1:05.0

All right, we are going to kick off today's episode with a planner piece submission,

1:09.6

and this comes from a listener named

1:11.7

Laura. I'm going to read it, but before I do, I just have to say, I am always so impressed

1:17.4

by you guys and the careers you hold and the systems you've developed, and this really is an

1:24.2

incredibly smart, successful, and organized audience that listens to Best

1:29.0

Laid Plans. So thank you and keep these submissions coming. All right, here we go. Laura writes,

1:34.4

I am an academic who just got tenure and leads several large grants. I use a 17-month large

1:40.6

planner from Rifle Paper Company with two-page weekly spreads. The spreads have two

1:45.3

columns of checkboxes for weekdays and one column for each weekend day. For years, I used a New Yorker

1:50.9

desk diary, which has the added benefit of cartoons, but it is only 12 months long. Just as Oliver

1:56.7

Berkman discussed in his interview with you, I can't time block plan like Cal Newport and others recommend. Instead, similar to Oliver, I keep a list of daily tasks separately for each day

2:06.6

written in the planner. Sometimes I write the most important tasks at the top of the day's left

...

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