The Essential Business Planning Inserts that Keep Me Productive, Organized & Stress Free!

The Essential Business Planning Inserts that Keep Me Productive, Organized & Stress Free!

I get a lot of questions from people in my community about the best planners and inserts to use, especially from current or aspiring business owners who are looking to streamline their planning system, so today I want to share with you the inserts I use in my planner, why I like them and why they may be a good option for you if the standard planner insert options aren’t cutting it for you!

My Business Planning Inserts

The calendar inserts that I use in my (self-made) planner are the A5 Charmed Life Planner Inserts from TheCharmedShop.com. They are printable planner inserts that combine month on two pages, week on two pages, monthly task and expense sheets in a continuous monthly format. These inserts work well for me for a number of reasons:

1. The inserts are a complete, all-in-one system that work together beautifully with a dedicated place for everything that’s important to me. I can track my business goals/marketing/editorial calendar on the monthly calendar, keep track of my project tasks on the monthly task list, track income and expenses on the financial log, and plan my day to day in the weekly spreads.

2. The weekly spreads are vertical list style, which works best with my list loving brain! The weekly pages include a dedicated top 3 space, a good sized ruled center column for lists/schedules/notes/etc and a open lower flex section to be used as I see fit! The clear planning hierarchy built into the weekly spreads almost forces you to prioritize your day and “work smarter, not harder” as I like to say!

3. Because the inserts are so well designed and utilize space seamlessly, I find that I don’t feel the need to dress them up with decorations, but there is room to do so if I choose! Obviously, adding stickers and washi tape don’t make your planner more useful, however, there is something to be said for the fact that it does help you feel more motivated when you are looking at a well designed “pretty” planner spread. Well, these inserts are beautiful with or without added decor which is a major plus for me!

Now, other than my calendar pages, I also have a section in my planner that contains my business projects. In this section, I use inserts from the project planning bundle also found at TheCharmedShop.com. Specifically, I use the Yearly Goal Planning Tracker and the Project Planning Pages. On the Yearly Goal Planner, I map out my business and marketing goals and outline promotions, projects, and areas of focus for different periods of the year. So, it’s essentially a year at a glance business plan! Then, on the Project Planning Pages, I break out each promotion, project and initiative into the manageable tasks that I will need to perform in order to see the project through to completion. Using these project planning pages is excellent because it gives me enough space to outline a full project which I would not have the space to do in my calendar pages, and then I can transfer individual items from my project planning pages to my monthly task lists in the calendar section so I know what items I need to focus on for the month!

Will these inserts work for you?

When it comes to finding the best inserts that work for each of us, the struggle is certainly real! There are so many options out there when it comes to planner inserts, and options can be good or they can be paralyzing to some. For obvious reasons, its impossible for me to determine whether the inserts I use will work for you, however, if you identify with any of the situations below, I think these inserts may work for your life as they do for mine!

1. If you find that your current inserts don’t keep you organized because they lack structure, the Charmed Life Planner inserts may be a welcome change for you!

2. If you find that your current inserts don’t seem to work together, perhaps you have created your own system by curating inserts for a variety of places but they don’t feel like they interact with each other properly, the Charmed Life Planner inserts may be a solution that will work for you!

3. If you have a hard time prioritizing within your planner and find that although you make a list of tasks each day, that few of the important tasks get completed, the Charmed Life Planner inserts should solve that problem for you!

Do you need a Business Planning Bundle?

One of the reasons I feel so confident and successful with my business is that I have confidence in my business planning system! Not only does my calendar system, the Charmed Life Planner, work seamlessly to ensure I am able to prioritize and focus on my business activities, but having a dedicated project planning section gives me the space I need to break down key business activities into a clear plan of action! So, I thought to myself, why don’t I put together a Business Planning Bundle that includes the Charmed Life Planner AND my essential Project Planning Inserts?

So, I did!

I’m pleased to introduce you to my two NEW Business Planning Bundles, one in A5 equivalent size and the other in Filofax Personal equivalent! These bundles are a $48 value and include, not just my Charmed Life Planner Inserts and projecting planning inserts, but also an EXCLUSIVE Printable Business Planning Sticker Set design that I personally use to help me organize key business activities in my planner as well!

If you are looking for a complete business planning solution, pick up your Business Planning Bundle for just $35 today and you can get started immediately printing out your inserts and getting them organized into your planner!

xoxo,