Functional Planning

Functional Planning Productivity

The Truth About Planners: Why Most Planners Don’t Improve Your Productivity

Have you used planners in the past but then felt disappointed when they didn’t make you anymore productive or help you to make much more progress than you expected. If that sounds like you or that is the situation you currently find yourself in, you are not alone.

So many women come to the planning community looking for a planner to be their ultimate productivity sidekick. They do some research, look at some planners, watch some reviews- they choose the planner they feel most excited about- their unicorn planner, they get it home, they spend all this time setting it up exactly as they want with all the information they need inside, so excited that they now have achieved planner peace, and then they start using the planner and they still have just as much to do, they are spending the same amount of time doing it, and they aren’t seeing any more results than usual. The planner is not making them more efficient or strategic with their time and tasks- they are just as overwhelmed and busy as they always have been, and they still don’t have time for the goals and priorities they say matter to them!

Yes, the planner helped a little bit. It helped them remember the tasks they said they wanted to do and it helped them remember their appointments, most of the time, when they actually checked it. Perhaps you can relate to the excitement of setting up your planner and then the reality that you have a hard time checking back in with it. This happens much more than you think! Getting a planner and filling it out once doesn’t mean you are going to suddenly have a reliable planning routine.

So, if this sounds like you, you are in the right place and I want you to know that if this happened to you in the past, I totally know why it happened.

Because most planners aren’t actually planners. Most planners are simply a paper based reminder systems. Think about it. Most planners on the market give you a pretty standard system of inserts. The inserts might look a little different, they may be laid out in a different way or use a different font or style, but the vast majority of planners out there to buy are essentially the same system.

They give you a yearly reference calendar, maybe two years of reference calendars so you can check dates.

They give you a monthly spread, usually a boxed grid style where you are meant to write in some events or due dates, but not very much because the boxes only hold so much. So, you can fit in some birthdays, trash day, holidays, drs appointments, maybe some important due dates.

Then they give you either a daily or weekly agenda spread. A weekly agenda may have lined sections for each day of the week, maybe a task list on the side or be broken out into boxes. A daily agenda might include a daily hourly schedule.

Then at the end of the planner, you may get some notes pages, or contacts pages- some very brief reference section.

That system of inserts inside most planners is giving you a step by step process for how to use the planner. So, it’s saying put events here, put tasks here, put appointments here. This is your day. Right? That’s a system to help you remember, not a system to help you be more productive or strategic.

Just writing down a to do list isn’t making you more productive. Having an hourly schedule doesn’t make you more efficient or help you achieve your goals. It may make you initially feel more productive- which is part of the neuroscience behind planning- which is that the physical act of writing out or typing out a to do list or schedule makes your brain feel more at ease. But your brain feels that way whether or not you actually do the tasks and follow the schedule, or not. So, with most of these planners, you write out some tasks, you feel better, you may then move on with your day and ignore that list in your planner because you feel better just because you wrote the tasks down.

But what if you come back to that list- those reminders you wrote down. How do you tackle the list? I guess you just choose a task from the list that you feel like doing because on that list there is no prioritization- there is no clear objective for the big picture you want to accomplish. There is no strategy. And so what happens is most people take the easiest task off that list and do that. They sift through the list and they choose what they feel like doing. And then at the end of the day, the list still has some tasks on it and 9 times out of 10 those tasks were the important things that actually needed to get done. But they have been pushed off for tomorrow now, right?

And so you come back to your planner the next day, and you see these tasks and you add some more for the new day and you choose again. But because there is no structure or strategy for this list, you look at the items and say to yourself “I don’t feel like doing these things- I didn’t have the energy for them yesterday and they seem even more urgent today and I feel like that’s a lot of pressure on me right now, so I am going to do something else.” And so you take another easy task off your list, and every time you check off something easy, you get that hit of dopamine- and that hit of dopamine makes you feel like you are getting things done, you are checking boxes lady, you are feeling productive. But guess what? At the end of the day, those big scary urgent tasks are still there, and the longer they sit on your to do list ignored, the bigger and scarier they become.

Have you ever done this? You’ve left something on your to do list for so long that you are irrationally scared to approach the task?! I know I have done this many times, so I am not immune to this situation either- it’s human- it’s neuroscience. The longer we avoid something the more pressure we feel and the more pressure we feel the more our brain turns on the fight for flight mode and we generally avoid the task and pretend it doesn’t exist. Instead of just doing it and getting it out of the way which is what would actually make us feel better and solve the problem.

Okay, so we have all this, we have an existential threat created by our planners just because we are using this system of inserts that aren’t really meant for planning or doing, they are meant for remembering.

Go ahead, look inside some of the planners in your stash- look at some planners at target or staples, or online- this system of inserts is repeated over and over and over. You think their are thousands of planners in the market, but their aren’t- their are just multiple sizes and variations on this one system!

Darn, what are we supposed to do?

How do we get a planner that actually helps us plan and avoid situations and downwards spirals like this?

Because we are ambitious ladies here- we have things to do, we have goals, we have families, we juggle priorities and responsibilities like a boss and we don’t have time for a planner that isn’t helping us do more in less time, a planner that isn’t helping us get clear on what we need to do to be successful.

Well, this is where I found myself circa 2014. Premade planners were not doing it for me- so I started designing my own inserts to create a planning system that actually helped me get my ideas out of my head and onto paper, helped me to organize those ideas strategically, and then helped me schedule and track it all so that I was getting things done!

That three phase system became the basis for a my personal planning philosophy that I call Functional Planning.

Functional because it helps you get everything you need and want to do out of your head and onto paper so you can organize that information strategically, and then schedule and track your work to it’s successful completion.

Step 1, Step 2, Step 3- this is how we plan functionally.

Functional planning is based on research backed time, task and personal energy management strategy. Plus, it incorporates actual neuroscience so that as you follow through with functional planning techniques, you are actually training your brain to think more productively and strategically about your tasks and how you spend your time.

For years, I have been obsessed with the concept of Functional Planning and I’ve been sharing my journey here on Youtube and on my blog and social platforms, as I research, design and create functional planning tools to help you create the strategic plan for your life.

The culmination of this work is my signature Functional Planner known as the Charmed Life Master Planner.

I created the first iterations of the Charmed Life Master Planner back in 2015 and every year since I have evolved the design to incorporate the newest research and technology so that your planner becomes the single greatest productivity tool in living your best life.

And for anyone who may be new to me and wondering about the name of the planner. In 2015 I designed a unique month on two pages, vertical week on two pages planner that I called the Charmed Life Planner, and that was all it included, monthly and weekly pages because that’s how planners are sold right. But I also sold the Charmed Life Planner in a bundle with project planning inserts and I called that bundle the Functional Planning Bundle.

And I sold the planner like that, until 2018 when I added a third and final section to the bundle that I call the Brilliant Ideas section- which are the ideation inserts- brain dump, brainstorm and notes pages. Once I added that third section, really completing the planner and the functional planning system- I started calling it the Master Planner. It was the one planner to rule them all! So, I merged the two names. Charmed Life Master Planner because my brand name is Strange and Charmed, my shop is the Charmed Shop, I’m all about living and teaching others how to live a more Charmed Life. And Master Planner because this one was it- this system was the embodiment of Functional Planning mastery. So that is the history of the name of the planner!

The Charmed Life Master Planner is a first of its kind Functional Planning System. System because the inserts included in the planner walk you through a specific process for getting your ideas out onto paper so you can prioritize them because we know we can’t do it all at one time, we have to make choices and select what is most important and put first things first and second things second.

Then the system guides you into organizing your tasks into strategic project plans so you can create a step by step process for achieving an objective, goal or outcome you desire. Finally, the planner gives you a variety of calendar pages so you can outline your plans for the year with a big picture overview on the yearly views, and then drill down to the monthly view, and into the weekly and daily views if you need that much detail- it’s up to you!

The concept is that you create this big picture plan for your year, break it down into action steps and you can track and schedule those tasks down from the macro view to the micro view, so that each day you know exactly what you have to do to move your life forward, and as long as you do those few essential tasks each day and week, you have made necessary and impactful progress. This is all based on neuroscience and productivity research that tells us that humans see their time and plans as unique structures- so it’s important to have multiple views in your planner to mimic the way you see time in your mind. This is known in science as chronoception- which is your perception of time. And this is also based off the science of what is known as time-space synesthesia, which is the way some people, including myself, perceive time as part of their physical space.

Now, this is something I’ve only ever really discussed privately within my Master Mind, but I experience time a little differently than some other people do. I actually see time around me like a ring around my body. And because of this synesthesia I experience, when I plan, I need to be able to see time laid out visually, as opposed to seeing it as a list. And this factor has played heavily into how I design my planner inserts, because some people, like myself, have a very visual experience of time, and most planner systems do not provide the right layouts for people like me to see their plans in a way that allows them to make an accurate prediction of what they will be able to accomplish with their time. So, if you experience time space synesthesia like me, or you just consider yourself to be a very visual person, the Charmed Life Master Planner includes inserts that most planners don’t include, so it is a more functional system for anyone who is neurodivergent in any way.

Every year, I work to refine these inserts and this system, really making the system as accessible as possible to the greatest number of women because I know and believe and am living proof that this process, once you learn it will take you from overwhelmed to organized. It will take you from chaos to clarity. And it truly helps you work smarter not harder.

For years the Charmed Life Master Planner was only available as a set of print at home inserts.

Then in 2018 I turned it into a book bound planner that you can purchase on Amazon.

In 2022, the planner got a huge makeover in terms of style- all the same great function, but I just had to give her a makeover, the girl was 7, she needed it!

Then in 2023 I unveiled the next evolution of the system – The Digital Master Planner!

So, the Charmed Life Master Planner comes in three versatile formats:

  1. Print at home inserts that you can use to create your own custom planner system in the binder of your choice
  2. A Digital Planner PDF hyperlinked and compatible with a variety of PDF annotation applications and tablets
  3. A Book Bound undated version so you can keep your year together in one easy to use book and never waste inserts again

Each version includes over a dozen elegantly designed inserts based on productivity and neuroscience research to help you capture your plans and ideas, define strategic objectives to work towards and to track and allocate your work each day. The Master Planner is truly a tool intended to help you take your goals and tasks from to-do to done!

No matter which planner format is compatible with you, the printable inserts, digital planner or book bound, the Master Planner is the productivity system and tool you need to actually start getting more done!

Click here to make your selection and get started Functional Planning today!

I can’t wait for you to see and feel the difference a complete Functional Planning system makes to your productivity.

xoxo,

Functional Planning Goal Getter Habits + Routines

The Simplest Mid-Year Reset to Uplevel Your Life in the Next 6 Months!

It’s Time for a Mid-Year Reset

It’s that time of year again – time for a mid-year reset. I absolutely love the idea of a mid-year reset because we’re halfway through the year. If you’re anything like me, you started January 1st with huge goals and plans. However, life inevitably gets in the way, things shift, and you might find yourself off track. Now, as we approach the halfway point of the year, it’s a fantastic opportunity to realign, re-strategize your goals, and reset your plan.

Why a Mid-Year Reset is Essential

If you didn’t set goals at the start of the year, don’t worry – that’s totally okay. The transition into the new year can be incredibly busy. Often, we have the best of intentions to set goals, but if it doesn’t happen in January or by February, we feel like we need to wait until next year. That’s simply not true! This mid-year halfway point is a perfect chance to clarify the goals you want to achieve, make a plan, and organize your life to support those plans.

Don’t Have Goals Yet? No Problem!

Full disclosure: this post isn’t going to dive into the specifics of goal setting and planning. If you haven’t set your goals yet but want to follow my process, I recommend purchasing my You Got Goals Planner and workshop series. As a special treat, use the code 2024RESET at checkout to get 50% OFF. This will help you set the right goals now to carry you through to the end of the year!

The Power of a Mid-Year Reset

My approach to a mid-year reset is inspired by an amazing quote I heard years ago: “Six months of hardcore focus and alignment can put you five years ahead in life.” I truly believe this is true. If you can get clear on your goals, align your life with them, and put in the work, you can achieve in a matter of months what most people take years to accomplish.

The Four Stages of a Mid-Year Reset

This guided mid-year reset activity consists of four stages. For each stage, I’ll share some thoughts and specific activities for you to work through. I recommend setting aside at least one hour to complete this process in one sitting. Once you get the ball rolling, you’ll build momentum that will help you complete it sooner. When we break things into smaller pieces, we often either don’t finish the process or it takes much longer than it needs to.

Make sure to grab your goal materials and plans for the year, plus extra space to write and go through the activities – a notebook or a notes app will work just fine.

The four stages we’ll work through are:

  1. Goal Reset
  2. Vision Board Reset
  3. Goal Life Realignment
  4. Goal Life Organization and Reset

Phase One: Goal Reset

In this phase, we’ll take a close look at our annual goals and the plans we’ve made so far. This step is crucial to ensure we are moving forward with the goals that truly matter to us.

Activity: Reviewing Your Goals

Start by reviewing your list of goals for the year. For each goal, complete the following prompts:

  1. Assess Progress:
    • What progress have I made on this goal so far?
    • What is left for me to do in order to accomplish it?
  2. Identify Obstacles:
    • If no progress has been made, what obstacles have stopped me from taking action?
    • Is this still something worth prioritizing this year?
  3. Commit to Goals:
    • Which goals am I committed to pursuing for the next six months?
    • What objectives do I need to achieve to complete them?

From here, assign 1-3 objectives to each remaining month of the year. This will act as the outline for your monthly planning.

Understanding Objectives

If you’re not familiar with my goal-setting terminology, an objective is the action plan for how you will achieve a goal. If the goal itself is what you want, the objective is how you will make it happen. Objectives take one of three forms:

  1. Project Plan: A series of steps that you complete to get your desired outcome.
  2. System: Similar to a project plan, but instead of working through the process once, systems are repeated on a recurring basis.
  3. Habit: A single action you take on some recurring frequency.

For each goal you decide to move forward with over the next six months, you may have a number of different objectives to accomplish it. Take all those objectives and assign 1-3 per month of the year. Some objectives, like systems or habits, may need to be assigned to more than one month and that is perfectly fine.

Moving Forward

Once you know which goals you are committed to pursuing for the rest of the year, you can move on to Phase Two: The Vision Board Reset.

Phase Two: The Vision Board Reset

Creating a vision board for my goals has been an essential part of my process for years. Here’s why: when we can see the things we desire over and over, it not only reminds us of what we are working towards but also helps us get into the energy of that desire. It activates our creativity, our problem-solving abilities, and regulates our nervous system around the idea of trying new things to get new results.

I like to use the mid-year reset as a time to get back into the excitement of my goals by creating a new vision board. Whether or not my goals list has changed, it’s just nice to freshen things up and bring in a new excitement and energy around our goals.

How to Create Your Vision Board

  1. Envision Your Goals:
    • Take each of your goals one by one and think about what you envision for this goal.
    • What would it look like for you to live in the reality where you have achieved it?
  2. Search for Images:
    • Use Pinterest or other online resources to find images that resonate with your vision.
    • Save the images to your computer.
  3. Create Your Vision Board:
    • Make two versions of your vision board: one landscape orientation for your computer and iPad background, and one portrait orientation for your phone and planner.
    • Use tools like Photoshop or Canva to create your vision boards. Alternatively, you can print your images and create a physical collage.

Tips for an Effective Vision Board

  • Get Clear on Your Future: Ensure the images reflect the future you envision when you achieve each goal.
  • Choose Inspiring Images: Pick images that seriously inspire you.
  • Avoid Faces That Don’t Look Like You: To maintain relatability, either choose images with no faces or blur out the faces.
  • Create Multiple Versions: Having different versions for various devices and places ensures you see your vision board frequently.

With your new vision board created, it’s time to move on to Phase Three: The Goal/Life Realignment.

Phase Three: The Goal/Life Realignment

In this phase, you will identify the habits you need to put in place to support your goals and create your ideal weekly and daily schedules to make room for each of your goals, ensuring dedicated time and space to work on them.

Habits for Goal Achievement

There is a quote attributed to Aristotle that I love: “You are what you repeatedly do. Excellence, therefore, is not an act but a habit.” When it comes to achieving your goals, they are not just tasks you experience once; you need to develop the right habits that make your goals a consistent part of your life.

For each of your goals, get clear on which habits will help you achieve them and make them a permanent part of your life.

Additionally, I recommend incorporating the following seven success habits, which I call the Self-Mastery Seven. These are daily habits for success, and while you don’t need to do each one every single day, your life and goal achievement will benefit from doing them most days of the week.

  1. Mindset Work: Engage in activities like visualization, affirmations, journaling, or meditation. You don’t need to do all of them daily, but doing one of these most days of the week will improve your mindset, which plays a major role in achieving any goal.
  2. Movement: Aim for 150 minutes of zone 2 cardio a week, which translates to 30 minutes, five days a week, of a workout at roughly 60-70% of your maximum heart rate. This has significant science-backed benefits for managing your wellness and personal energy.
  3. Planning: Consistently plan before taking major action. Setting your top three priorities and scheduling your day will make you more focused and productive.
  4. Cooking: Prepare and eat home-cooked meals most of the time, as they are generally more nutritious and cost-effective.
  5. Learning: Engage in continuous learning through reading, taking courses, watching instructional videos, or listening to educational podcasts.
  6. Connection: Reach out and talk to people, develop intimate relationships, and share your innermost thoughts and feelings with trusted individuals. This significantly helps in reducing stress.
  7. Sleep: Prioritize getting a good night’s sleep. Protect your sleep like it’s the most important thing you can do each day, as it truly is. Most people are sleep-deprived, which has the same effect as being drunk. Better sleep is crucial for every area of your life.

FREE DOWNLOAD: Self-Master Seven – Daily Success Habits Planner Card!

Creating Your Ideal Weekly Schedule

Next, let’s talk about creating your ideal or default weekly schedule.

If you’ve never heard me discuss the default weekly schedule, it is the master outline for what I do across an average week. Whether you realize it or not, you likely already have a loose weekly routine because we all fall into patterns. Taking control of this weekly routine allows you to create an intentional schedule that gives you time and space for everything that matters in your life.

While it’s true there aren’t enough hours in a day to fit everything, when we zoom out to the week, we have 168 hours to play with. To utilize your week strategically, think about the major categories of tasks you do—for work, home, personal goals, etc.—and time-block them across your week.

  • Morning Routine: Include your mindset work and daily self-care.
  • Recurring Tasks: Set aside time blocks for your grocery run, meal planning, and meal prep.
  • Workouts: Schedule your exercise sessions.
  • Connections: Allocate time for one-on-one interactions.
  • Rest: Include rest periods.
  • Life Essentials and Goals: Dedicate time blocks for life essentials and deep work on your goals.

Creating a themed workweek can be helpful, whether you work for yourself or in a job where your tasks vary. A default template for when you work on each category of tasks helps you stay focused and achieve better results.

Use this template as the skeleton of your plan when planning your weeks. Batch tasks and leave room for white space, so if something unexpected comes up, you have time for it without ruining your plans.

Creating Your Ideal Daily Schedule

Just like the default weekly schedule, you should have a version of your ideal day, noting when you will do certain habits or essentials. Since many activities are done daily or most days, set aside time in your daily routine for them.

Only schedule habits into your daily routine if it’s something you should do most days. Think about adding time for the Self-Mastery Seven mentioned earlier. Once you have this ideal daily routine, it becomes the template for how you move through your day. While it won’t always be 100% accurate, and some days will require adjustments, having this template will help you establish strong routines that make you a more organized and successful person.

Once you know what habits you need to work on, you can start adding those habits to your existing routines and create this time-blocked default weekly schedule to work from.

Phase Four: Goal/Life Organization

Now it’s time to get to the fourth and final phase of this mid-year reset process: Goal/Life Organization!

In this phase, we will cover what needs to get organized in your life to support the achievement of your goals. We’ll look at how your environment is currently set up and how it may already be supporting or perhaps hindering your goals. When I say environment, I mean three things: your physical environment (home, office, spaces where you live and work), the people in your environment who are impacting and influencing you, and your mindset (self-talk and limiting beliefs).

The way I see it is this: there is a reason you don’t have your goal yet—it’s because your environment isn’t optimal for you to take action. It doesn’t make it easy and stress-free for you to show up and live your life. So we need to ask ourselves some hard questions to see what needs to change so we have an environment conducive to achieving our goals!

Evaluating Your Current Environment

First, evaluate how your current environment either supports or hinders your goals. Look at your physical environment, the people in your life, and your mindset. What is working and what is not? Identify elements of support in each area and areas of hindrance that need to be fixed.

With that brain dump of ideas out of your head, let’s start getting more specific. Which areas of your home, office, or other personal spaces need organizing or optimization to bring you into alignment with your goals and ideal life?

Optimizing Your Physical Environment

One strategy I recommend for everyone is to get a handle on your wardrobe by choosing a Daily Uniform Template. Then, organize your closet so that your uniform is prioritized and the excess you don’t wear is moved or decluttered. Getting dressed in the morning is one of the most stressful points of the day for a woman. Research shows women are stressed out in the morning trying to choose what to wear, even with closets filled with clothes. A Daily Uniform Template solves this. It’s essentially deciding on a formula for dressing that works with your body shape, personal style, and the formality you dress for daily.

For example, my template for summer is a tank top, linen button-down, and linen pants or shorts. In the winter, I wear wool joggers and cashmere sweaters. Knowing this, I have cleared out clothes I don’t wear, pieces that don’t fit this template, or can’t easily be integrated with it, and streamlined my closet. This makes it quick and easy for me to get ready in the morning, and I know it will make it easier for you as well!

Beyond the closet, think about what you need to change in your physical environment to get the most from your space. Do you need to better organize files in your office? Reorganize the closet in the spare bedroom? Find a better storage solution for your towels in your bathroom? Identify the areas that need to be addressed. Some issues may have simple solutions like purchasing an organizational tool, but others may be projects requiring time to reorganize a space. These changes won’t happen overnight, but clearly identifying them means you can schedule time over the next few weeks to address them.

Evaluating the People in Your Life

Next, think about the people in your life. There is a quote I love that says, “You are the average of the five people you spend the most time with.” If you are trying to hit specific goals, you need to surround yourself with people who have also hit those goals or at least people with goals they are also going after.

On the flip side, if you have people in your life who are negative, unsupportive, or just not on a journey for personal growth, you may need to set boundaries with them, especially if they drain your time and energy more than necessary.

Ask yourself who in your life is bringing you stress and draining your energy. Take steps to set limits with them and protect your energy, so you have more energy for your goals and for interacting with like-minded individuals who are also working on their goals and dream life.

Sometimes, finding people on a similar journey is difficult, which is why I have the Charmed Life Master Mind where women in my community can learn, find accountability, and get coaching together to help them achieve their goals and create their best lives.

Improving Your Self-Talk

Finally, let’s address your self-talk. The way you speak to yourself is a major factor in your success. You are either your greatest hype person or your biggest critic. Your words and thoughts can motivate you into action or spiral you out of control. We need to get our self-talk to a more positive place by identifying the limiting beliefs we need to replace.

When you think about your goals, what limits do you see to your potential? A good way to identify limiting beliefs is to ask yourself why your goal might not work out. The answers will reveal the beliefs you need to face and replace. For each limiting belief, find some evidence or an affirmation that challenges the negative belief.

Here are a few examples:

  • Limiting Belief: I can’t get healthy; my whole family is out of shape.
    • Evidence: There are so many people who came from unhealthy families who made a change and ended up inspiring their families as well!
  • Limiting Belief: I can’t start a business; this niche is already too saturated.
    • Evidence: A saturated niche means plenty of business opportunity if I show up in a unique way.
  • Limiting Belief: I’m in my 40s and still not married; I’ll be single forever.
    • Evidence: People get married and divorced at every age; the right person for me is out there somewhere, also looking for me.

Once you have this evidence or affirmations, use them with your mindset work scheduled as part of the Self-Mastery Seven Success Habits!

Watch the Mid-Year Reset Video

Congratulations!

Once you have worked through this process, you have completed your Mid-Year Reset! You now have a clear vision for the next six months, a fresh vision board, realigned goals and life, key habits identified, template weekly and daily schedules in place, and a plan to organize your environment for success. Well done!

Join the Charmed Life Master Mind!

If you loved this post, gained valuable insights, and wish for more resources to help you plan and organize your life around achieving your goals, you belong inside the Charmed Life Master Mind!

The Charmed Life Master Mind is a planning, productivity, and personal development community designed for ambitious women. Here, you can learn, gain accountability, and receive coaching to help you show up as your best self each day, achieve your goals, and live your best life!

What You’ll Get in the Master Mind

  • Live Classes & On-Demand Tools: Access a mix of live classes and on-demand tools to enhance your planning and productivity skills.
  • Community Support: Join a supportive community where you can find inspiration, solutions, and coaching from me and other like-minded women.
  • Daily Inspiration & Coaching: Get daily inspiration and coaching as needed to keep you motivated and on track.

Why Join?

You are the average of the five people you spend the most time with. If you lack growth-minded people in your life right now, the Charmed Life Master Mind can be the community you need. Share your journey, struggles, and celebrate your wins with people who also want the best for you—including me! I’ll be there to mentor and coach you as often as you need it.

Remember, six months of hardcore focus and alignment can put you five years ahead in life. Massively up-level your life this year by joining the Charmed Life Master Mind and getting the support and tools you need to make a quantum leap with your goals!

Click here to enroll now and I can’t wait to work with you on your goals inside the Master Mind soon!

xoxo,

Functional Planning Habits + Routines

Monthly Functional Planning Routine

Monthly Functional Planning Routine

We are currently in the transition period between two months, and so this is the time I like to perform my monthly planning routine. Today, I thought we could plan together and I could guide you through my step my step monthly planning routine.

Why You Should Use a Monthly Planning Routine

In the hustle and bustle of daily life, it’s easy to feel overwhelmed, scattered, and constantly chasing after tasks. However, there’s a powerful tool that can transform the way you approach your days and help you reclaim control of your time: the monthly planning routine. By dedicating time each month to organize, prioritize, and strategize, you can unlock a host of benefits that will not only boost your productivity but also enhance your overall well-being.

1. Organize and Manage Your Task Load

A monthly planning routine allows you to take stock of all your commitments, deadlines, and projects. By laying out everything in one place, whether it’s a digital calendar or a trusty planner, you can gain a clear understanding of what needs to be done and when. This organization is key to preventing important tasks from slipping through the cracks and ensures that you can approach each day with intentionality and purpose.

2. Focus on Your Priorities and Goals

A monthly planning routine provides you with the space to reflect on your long-term objectives and break them down into actionable steps. By identifying your top priorities for the month ahead, you can align your daily activities with your overarching goals, making progress towards them with each passing day. This sense of purpose and direction is invaluable in helping you stay motivated and on track, even when faced with distractions or obstacles.

3. Balance Your Workload to Avoid Overwhelm

One of the biggest challenges in today’s fast-paced world is finding balance. A monthly planning routine empowers you to take control of your workload and distribute tasks in a way that prevents overwhelm. By strategically allocating your time and resources, you can ensure that you’re not putting too much pressure on yourself at any given moment. This balanced approach not only reduces stress but also allows you to maintain a sustainable level of productivity over the long term, preventing burnout and exhaustion.

4. Enjoy the Month Without Missing Important Dates or Feeling Stressed

Finally, a monthly planning routine affords you the opportunity to fully enjoy each month without the constant worry of what you might be forgetting or missing out on. By proactively scheduling events, appointments, and deadlines, you can free up mental space to be present in the moment and savor life’s experiences. Whether it’s a family gathering, a weekend getaway, or simply some well-deserved downtime, knowing that your responsibilities are accounted for allows you to fully engage with whatever the month has in store.

Creating Your Monthly Functional Planning Routine

If you are interested in creating productive and functional planning routines in your life, I do have a monthly planning workbook you can download and use to following along with this process. I use this workbook to help me create the outline of my monthly plan before transferring the final information into my Charmed Life Master Planner. I find that using a workbook like this helps me to get my ideas out of my head and onto paper more easily without worrying that I might make a mistake in my planner. This is especially helpful if you use a paper planner and it’s not easy to move things around, or if you use a planner that doesn’t have a lot of different inserts for planning and organizing your ideas- this workbook has some different spreads you can use and then transfer the final information into a simpler planner if that is what you use.

Get the Monthly Planning Workbook to make the most of this process!

Preparing for Your Monthly Planning Session

First, make sure you have 30-45 minutes blocked off to complete this process. If you are new to monthly planning, it might take you a little more time to complete, but over time as you perform this routine, you will find that you become quicker and the process gets easier.

Set the vibe. For best results I recommend working in a clutter free area, grabbing a drink, lighting a candle and/or put on a relaxing playlist.

Grab your planner, writing utensils and any other bits you like to use to plan and let’s begin.

The Step-by-Step Monthly Functional Planning Routine

Step One: Monthly Review | In this step we will review the month that is ending for patterns that can help you to plan better moving forward. There are four prompts in this section:

1. What in the last month worked?

  • Wins
  • Healthy choices you made
  • Major tasks you accomplished
  • Boundaries you set
  • A new skill you developed
  • Decisions you faced and made
  • Obstacles you overcame
  • Self-care you made time for
  • Mindset work
  • Objectives or Goals you hit
  • New Habits or Routines You Integrate
  • Successful Planning and Execution of Plan

2. What didn’t work?

  • Tasks you avoided
  • Habits you didn’t stick to
  • Plans that didn’t work out
  • Routines that didn’t work
  • Things that overwhelmed you
  • Perfectionism that creeped in
  • Procrastination

3. Which incomplete tasks from the month need to be migrated to the new month?

  • Tasks you planned to do in the prior month, but didn’t accomplish and now need to be completed in the following month. Not all tasks will need to be migrated to this new month. You can defer tasks to a future month where it makes more sense to complete the task, or you might just need to delete the task all together because the opportunity has passed.

4. What have you learned overall to help you become a better planner?

  • How to plan better
  • How to motivate yourself
  • Tasks you enjoy
  • Tasks you don’t enjoy
  • What needs to be shifted or reworked in your life or plans

Step Two Brain Dump | Use the following prompts to help you get your thoughts, plans, dreams and ideas out of your head and onto paper with a brain dump. These four questions will help you pinpoint priority tasks that should have your primary focus in the month ahead and help you set boundaries so that you avoid unnecessary obstacles and make time for actions that will bring you in alignment with your best self.

Q1: What do you need to get done in the next month

Q2: What would make next month feel productive and successful

Q3: What drains on my time and energy do I want to watch out for and avoid in the upcoming month? What is my plan for dealing with them?

Q4: How do I plan to show up as my highest and best version of self this new month?

Step Three: The Monthly Calendar | Populate key dates into your monthly calendar. Consider holidays, birthdays, anniversaries, events, due dates, appointments and any other days of significance that you need to be aware of this month.

Step Four: Monthly Tracker | Use the Monthly Tracker to outline all your goal related tasks for the month in one place. Each month you can plan for 3 projects, 5 weekly action items or systems and 6 daily action items or habits. 

Step Five: The Monthly Master Task List | Populate the Monthly Master Task List with any additional tasks due this month that are independent of your goals and objectives.

Step Six: Task Allocation | Review your monthly tracker and master task list to choose three priority tasks to allocate to each week of the month. This ensures that you have split up your work across the weeks of the month so that you have enough time to complete your work. If you find that you have too many priorities this month to properly allocate tasks, you may want to consider cutting down your objectives for the month so that you do not overwhelm yourself.

Step Seven: Monthly Manifestation Journaling | Use the following set of prompts to journal out what you would like to happen in your life this month. Think of this process as though you are creating a wishlist of all the ways you would love to be surprised and delighted by life this month!

Prompt 1: What outcomes would you love to manifest this month?

Prompt 2: What unknowns, questions or worries can you surrender to God/Spirit/The Universe, knowing trusting and believing that they will act on your behalf and ensure you have a path ready to your goals?

Prompt 3: Write a list of affirmations to support you in believing that these outcomes are already yours. 

Create a Monthly Plan With Me

If you need more motivation to complete your monthly functional planning routine, feel free to use this video as encouragement. It walks you through the complete process provides additional insight on some of the more complicated prompts and gives you time to complete each activity in the planning routine.

Creating a Consistent Monthly Planning Routine

Once you complete these steps you will have not only a functional and efficient plan for the tasks you will accomplish this month, but you also will have shifted your mindset and opened yourself up to believing that you will get the things you want from life this month. Moving forward you will use this monthly plan to guide the tasks you work on each week, using the monthly tracker to move forward your goals and your monthly master task list to act as a focused to do list that you can plan your days around. Don’t forget to come back to those affirmations you wrote out frequently. Rereading those affirmations aloud a few times a day will help you to continue to shift your mindset in ways that will make it easier for you to take action and accomplish your goals!

Make sure to bookmark this post and come back to it each month to plan, and of course, grab the workbook to help you make the most of this process. As you use this process month over month you will see how the consistency compounds and helps you find more balance and focus in your life.

If you are looking for more planning strategies, I have one more thing that may interest you. I have a free On-demand workshop called How to Plan for a Balanced and Successful Life that will teach you more about planning and executing on your plan successfully.

So if you want to learn more about how to set up a planner to help you get organized, how to establish a regular planning routine, and how to get more done in less time- this free workshop is precisely what you need!

Click here to access the free on-demand training!

xoxo,

Functional Planning

The Leap Year: How to Create More Time Every Day

The Leap Year: How to Create More Time Every Day

Happy Leap Year! Today, February 29th, is a rare gift—an extra day added to our calendar. While the calendar provides us with this bonus day every four years, it serves as a powerful reminder that we can, in essence, create more time in our lives every day. In this blog post, let’s explore strategies and techniques that can help you add more time to your daily routine, making each day more meaningful and productive.

1. Mastering Time Blocking: One effective way to create more time in your day is through time blocking. Instead of letting tasks scatter randomly throughout your schedule, allocate specific blocks of time for focused work. This minimizes multitasking, enhances concentration, and ensures that each task receives dedicated attention.

Example: Set aside a block of time in the morning for your most important and challenging tasks when your energy is at its peak. Use the Weekly Schedule template in the Charmed Life Master Planner to create recurring time blocks for essential activities.

2. Prioritizing with Purpose: Not all tasks are created equal. Prioritizing with purpose involves identifying the most impactful and meaningful tasks that align with your goals. By focusing on what truly matters, you ensure that your time is spent on activities that contribute to your overall success and fulfillment.

Example: Use the Eisenhower Matrix to categorize tasks into urgent/important, important/not urgent, urgent/not important, and neither urgent nor important. Use the Eisenhower Matrix in the Brain Dump section of the Charmed Life Master Planner to quickly prioritize a list of tasks.

3. Embracing the Pomodoro Technique: The Pomodoro Technique involves breaking your work into intervals, traditionally 25 minutes in length, separated by short 5 minute breaks. This method boosts productivity by fostering intense focus during work intervals and providing brief moments of rest to recharge.

Example: Set a timer for 25 minutes, work on a specific task with full concentration, and then take a 5-minute break. After four rounds of these 30 minute pomodoro’s, take a 15 minute break. After eight pomodoro’s take a longer 30 minute break. Map out your pomodoro tasks on the weekly or daily agenda pages of the Charmed Life Master Planner.

4. Strategic Delegation: Recognize that you don’t have to do everything yourself. Strategic delegation involves identifying tasks that can be outsourced or assigned to others, freeing up your time for activities that require your unique skills and attention.

Example: At home, delegate everyday tasks and chores to other members of your household to free up time to work on bigger home projects and personal goals. At work, delegate routine administrative tasks to an (virtual) assistant, allowing you to concentrate on high-value work. Use the Brainstorm section of your Charmed Life Master Planner to list out tasks to delegate for members of your household and/or co-workers or assistants.

5. Digital Detox and Mindful Moments: Constant connectivity can be a time drain. Schedule periods of digital detox to disconnect from devices and engage in mindful moments. This practice can enhance focus, reduce stress, and create a sense of spaciousness in your schedule.

Example: Designate specific times each day for a digital detox, even if it’s just for 15 minutes of quiet reflection. Use the Ideal Day template of your Charmed Life Master Planner to schedule in periods of mindfulness and detox from tech and screens.

6. Optimizing Your Morning Routine: Start your day with intention by optimizing your morning routine. Incorporate activities that energize and prepare you for the day ahead. A purposeful morning routine can set a positive tone and create a buffer of time for self-care.

Example: Include activities like meditation, exercise, and planning in your morning routine to kickstart your day on a productive note. Use the Ideal Day template of your Charmed Life Master Planner to craft your ideal morning routine to set your day up for success!

Conclusion: Leap Into an Abundance of Time with the Charmed Life Master Planner

In today’s fast-paced world, where time often feels like a scarce resource, the concept of creating more time may seem elusive. However, as we celebrate this rare Leap Year day, we’re reminded that with the right strategies and tools, we can indeed carve out more meaningful moments in our daily lives if we have the right strategies and the right tools!

The Charmed Life Master Planner is the ultimate functional planning tool to help you organize, master and multiply your time, not just today, but every day of the year.

Imagine that feeling of extra time and space in your life coming more than just once every four years! It can be a regular occurrence for you when you use the Charmed Life Master Planner with these simple strategies!

Click here to purchase your copy of the Charmed Life Master Planner today! Available in Book Bound, Print at Home and Digital Planning Formats!

And if you are ready to take a bigger leap in your life to improve your productivity and unlock new levels of success for yourself, you belong inside the Charmed Life Master Mind!

Get the Charmed Life Master Planner – both the print on demand and digital PDF versions- for FREE when you enroll in the Annual Membership option of the Charmed Life Master Mind.

Use the code PA50OFF for $50 OFF the Annual Membership option for a limited time.

Don’t let another day pass you by without taking action towards your dreams. Join the Charmed Life Master Mind today and take the leap forward towards a life of abundance, fulfillment, and success!

Get Started Unlocking Next Level Productivity and Success!

xoxo,

Functional Planning Habits + Routines

March 2024 Monthly Planning Guide

March 2024 Monthly Planning Guide

As we transition into March, it’s time to embrace the energy of growth and renewal. In this monthly planning guide, we’ll explore key dates, planning prompts, and tips to help you organize your to-do list and make the most of this transformative month.

March 2024 Events & Holidays

Saturday, March 2nd @ 2pm EDT: Systems of Personal Organization Masterclass

• Attend a masterclass focused on enhancing personal organization skills for increased productivity and efficiency.

• For members of the Charmed Life Master Mind, enroll here to join us!

Sunday, March 10th: Daylight Savings Begins

• Spring forward and adjust your clocks one hour ahead to make the most of longer daylight hours.

Sunday, March 17th: St. Patrick’s Day

• Celebrate the Irish culture and traditions associated with St. Patrick’s Day.

Wednesday, March 20th @ 7pm EST: Office Hours

• Join a session of office hours for personalized guidance, support, and accountability in your projects and goals.

• For members of the Charmed Life Master Mind, enroll here to join us!

Saturday, March 30th @ 11am EST: CEO Power Hour

• Dedicate an hour to strategic planning, goal setting, and decision-making for your business endeavors.

• For members of the Charmed Life Master Mind, enroll here to join us!

Sunday, March 31st: Easter Sunday

• Commemorate Easter with family and friends, embracing themes of renewal and rebirth.

March 2024 Astrological Transits

Mercury Enters Aries March 9th

• Prepare for assertive communication and dynamic thinking as Mercury moves into Aries.

New Moon in Pisces March 10th

• Set intentions for emotional healing, intuition, and spiritual growth under the influence of the New Moon in Pisces.

Venus Enters Pisces March 11th

• Embrace compassion, empathy, and creativity in your relationships as Venus enters Pisces.

Sun Enters Aries March 19th

• Welcome the energy of initiative, courage, and action as the Sun moves into Aries, marking the beginning of the astrological new year.

Mars Enters Pisces March 22nd

• Channel your energy into creative and imaginative pursuits as Mars enters Pisces.

Full Moon Lunar Eclipse in Libra Monday, March 25th

• Navigate endings and closures gracefully during this transformative Full Moon Lunar Eclipse in Libra.

March 2024 Planning Prompts

  1. Reflect on February:
    • What were your successes and challenges last month?
    • What lessons did you learn, and how can you apply them moving forward?
  2. Set March Objectives:
    • Define your goals and priorities for the month.
    • Break them down into actionable steps to ensure progress.
  3. Key Dates Awareness:
    • Note important dates in your calendar, including events, deadlines, and appointments.
    • Set reminders to stay organized and prepared.
  4. Embrace Seasonal Themes:
    • How can you embrace the themes of growth and renewal in your personal and professional life?
    • Identify areas for growth and opportunities for renewal.
  5. Review and Revise Systems:
    • Evaluate your current organizational systems and workflows.
    • Identify areas for improvement and implement changes as needed.

Organization Tips for a Balanced and Productive March

  1. Utilize a Digital Calendar:
    • Keep track of key dates and appointments with a digital calendar that syncs across devices.
  2. Time Blocking:
    • Allocate dedicated blocks of time for specific tasks and activities to enhance focus and productivity.
  3. Prioritize Tasks:
    • Use tools like the Eisenhower Matrix to prioritize tasks based on urgency and importance.
  4. Regular Reviews:
    • Schedule regular reviews of your goals and progress to stay on track and make adjustments as needed.

Monthly Planning Prompts

  • What thoughts, plans, dreams and ideas do I need to get out of my head and onto paper?
  • What were my victories or wins from the prior month?
  • What are my objectives this month?
  • What important dates do I need to be aware of this month?
  • Who or what am I celebrating this month? List the tasks and time blocks associated with these celebrations.
  • What projects do I need to move forward this month and when can I reasonably expect to work on them?
  • What incomplete tasks from last month do I need to prioritize for completion this month?
  • Who else needs my help this month and what time and actions am I willing to offer? Set firm boundaries for expectations and give yourself time to reflect before you make commitments.

Navigate March with Intention

As you embark on your March journey, embrace the opportunities for renewal and growth that await you. With careful planning, reflection, and organization, you can make the most of this transformative month and move closer to your goals. Happy planning!

Create Your Functional Monthly Plan Now

Introducing the MonthlyPLAN Functional Planning Routine PDF Workbook

Are you tired of the endless to-do lists that leave you feeling overwhelmed, overworked, and ultimately unfulfilled? Do you find yourself randomly picking tasks off a list without a strategic approach, only to end your day without the satisfaction of meaningful accomplishments?

Say goodbye to the chaos and hello to a new era of productivity with our MonthlyPLAN Functional Planning Routine PDF Workbook. Crafted with precision and backed by years of research, this digital workbook is not just a set of pages; it’s your key to unlocking a more organized, balanced, and fulfilling life through Functional Planning.

The Power of Monthly Functional Planning:

In a world where time is our most precious resource, the MonthlyPLAN empowers busy, overwhelmed women to take control of their tasks and achieve true productivity. This isn’t just another to-do list; it’s a comprehensive system designed to transform the way you approach your daily life.

What’s Inside?

The MonthlyPLAN consists of 8 meticulously crafted pages, with 7 dynamic worksheet pages that guide you through the process of creating a monthly functional plan. Each page is a step toward reclaiming your time, energy, and sanity.

Key Features:

1. Strategic Organization: Tired of chaotic to-do lists? Our MonthlyPLAN Workbook ensures your tasks are prioritized, organized by objective, and aligned with your goals, allowing you to work smarter, not harder.

2. Realistic Expectations: Bid farewell to the never-ending cycle of unmet expectations. This workbook helps you set achievable and balanced goals, fostering a sense of accomplishment and satisfaction.

3. Overcoming Overwhelm: Research shows that traditional to-do lists contribute to overwhelm. The MonthlyPLAN Workbook is the antidote. By following the guided steps and utilizing the worksheets, you’ll break free from the chains of chaos.

4. Increased Productivity: Watch as your productivity soars to new heights. The MonthlyPLAN isn’t just a tool; it’s a transformative experience. By dedicating time to your monthly plan, you’ll witness a positive shift in your ability to get things done.

5. Buy Once, Plan Forever: The MonthlyPLAN Workbook is undated and can be used month over month to guide you through your monthly functional planning routine. Make your plan inside the Workbook and then transfer the tasks to the planner of your choice. The instant download PDF can be printed or used in a digital notebook app on your tablet device. 

Why Wait? Start Your Transformation Today!

Our MonthlyPLAN Functional Planning Routine PDF Workbook isn’t just a product; it’s a promise of a more organized, balanced, and rewarding life. Take the first step toward a brighter future – purchase your MonthlyPLAN Workbook now, download the workbook instantly and embark on a journey to reclaim your time, achieve your goals, and live a life filled with purpose and accomplishment. 

xoxo,

Alexis Giostra @MissTrenchcoat, Founder of Strange & Charmed

Functional Planning High Vibe Metaphysics

How to Leave Room for Inspired Action in Your Plans

How to Leave Room for Inspired Action in Your Plans

In the intricate tapestry of goal pursuit, the intersection of meticulous planning and the mystical realm of inspired action unveils a dynamic dance that propels us towards our deepest aspirations. It’s a delicate balance, where the precision of our plans meets the spontaneity of the universe’s guidance. This blog post is an exploration into the art of harmonizing structured planning with the magical process of manifestation—how to weave a roadmap for your goals while leaving ample space for the universe to whisper its guidance through inspired action.

In the realm of goal achievement, it’s easy to be consumed by the allure of well-structured plans. Yet, true mastery lies not just in the art of planning but in the art of allowing—allowing the universe to weave its threads of serendipity, synchronicity, and inspired nudges into the fabric of our meticulously laid-out goals. Join us on this journey as we unravel the secrets of purposeful planning, visualization, setting intentions, and the graceful embrace of inspired action, all culminating in a harmonious symphony that transforms aspirations into reality. As we navigate the confluence of strategy and spontaneity, may you discover the magic that lies in leaving room for inspired action within the carefully crafted blueprints of your dreams.

The Foundation of Purposeful Planning

In the grand orchestration of goal pursuit, purposeful planning stands as the cornerstone—a foundation that sets the tone for the symphony of achievement. As you embark on the journey toward your aspirations, it’s essential to craft a roadmap that not only guides your steps but aligns with the very essence of what you seek to manifest.

Begin by clearly defining your goals. What is it that you yearn to bring into existence? Whether it’s a career milestone, a personal transformation, or a creative endeavor, articulate your aspirations with clarity. Break down these larger-than-life visions into tangible, actionable steps—milestones that serve as markers on your journey.

As you lay out your plans, think of them as the blueprint for your dreams. This meticulous structuring not only provides a clear path forward but also instills a sense of direction and purpose. Each task, each objective becomes a conscious choice, a commitment to the larger narrative you’re weaving.

Consider your plans as the compass guiding you through uncharted territories. In the realm of manifestation, precision in planning is akin to tuning an instrument before a symphony—it ensures that every note, every action resonates in harmony with the melody of your overarching vision.

Moreover, purposeful planning involves a realistic assessment of your current resources, capabilities, and timelines. Be mindful of what you can realistically achieve within a given period. Setting achievable yet challenging goals creates a balance that propels you forward without overwhelming the journey.

In essence, this foundational step in goal pursuit is about creating a roadmap that aligns with your vision while remaining adaptable to the ebb and flow of life. As you meticulously sketch out the steps toward your dreams, remember that your plans are not rigid laws but flexible guides—invitations for the universe to collaborate in the grand composition of your aspirations. With purposeful planning as your ally, you’ve set the stage for a journey that is not only intentional but also open to the magic of inspired action.

Cultivating Alignment through Visualization

In the realm of manifestation, visualization serves as the vivid palette with which you paint the canvas of your dreams. It’s not just about plotting points on a map; it’s about immersing yourself in the sensory experience of your desired destination. As you weave your plans, take the time to cultivate alignment through the powerful practice of visualization.

Begin by creating a mental image of your goals as if they were already a reality. Close your eyes and envision the details—see the vibrant colors, feel the textures, and immerse yourself in the emotions associated with the accomplishment of your aspirations. Visualization is more than a mental exercise; it’s an emotional and sensory journey that connects you deeply with the essence of your dreams.

As you integrate visualization into your planning process, you infuse your goals with intention. The act of seeing your success in your mind’s eye is a powerful affirmation, a declaration to the universe that you are ready to receive the abundance you seek. This intentional alignment between your plans and your visualized success creates a resonance that reverberates through your actions.

Think of visualization as the compass that aligns your inner world with the outer reality you’re seeking to create. The more vividly you can see and feel your success, the more you align your energy with the frequency of achievement. This alignment is a magnetic force that draws your goals closer to you, making each step in your plan a purposeful stride toward the manifestation of your dreams.

In the practical sense, incorporate visualization into your planning routine. Dedicate moments to close your eyes, quiet your mind, and project yourself into the future where your goals are not just possibilities but living, breathing realities. This intentional visualization becomes a North Star, guiding your actions and decisions with a clarity that transcends the limitations of mere strategic planning.

In the grand interplay between vision and planning, the art of visualization bridges the gap, transforming your roadmap into a living, breathing document—a testament to your belief in the manifestation of your deepest desires. As you cultivate alignment through the practice of visualization, you invite the universe to join you in the co-creation of a reality that mirrors the vibrant images you paint in your mind.

Setting Intentions in Your Plans

Intentions are the silent architects of your reality, shaping the energy that flows through every action and decision. As you embark on the journey of turning your goals into reality, infuse your plans with purposeful intentions. This deliberate act goes beyond the mere execution of tasks; it’s a conscious alignment of your actions with the vibrational frequency of your desires.

Each element of your plan should be adorned with intentionality. Consider not just what needs to be done but why it matters. Attach profound meaning to each task, transforming them from mundane actions into purposeful steps on your journey. For every goal you set, ask yourself: What is the underlying intention behind its achievement? How will it contribute to your overall vision?

Setting intentions in your plans involves weaving a narrative of success. Instead of merely listing tasks, accompany each item with a clear intention. For instance, if one of your goals is career advancement, your intention might be to contribute meaningfully to your field, inspiring others with your work. This intention transforms a job-related task into a purposeful contribution to your overarching goal.

Moreover, intentions act as guideposts, keeping you focused on the deeper significance of your actions. In moments of challenge or ambiguity, revisiting the intentions behind your plans provides clarity and motivation. It becomes a source of inspiration that propels you forward, ensuring that your journey is not solely about reaching destinations but about embracing the transformative power of the path.

Consider integrating a dedicated intention-setting ritual into your planning routine. Before diving into the details of your tasks, take a moment to reflect on the greater purpose behind your efforts. Whether through meditation, journaling, or a simple pause for reflection, this ritual becomes a conscious declaration of your commitment to infuse each step with intention.

In the dance of manifestation, intentions act as the melody—the soulful undertone that harmonizes with the rhythm of your plans. As you set intentions in your plans, you’re not just navigating the course of achievement; you’re conducting a symphony of purpose, weaving a tapestry where every note contributes to the beautiful composition of your manifested dreams.

Leaving Space for the Unexpected

In the orchestration of goal pursuit, the unexpected often emerges as the silent conductor, introducing nuances and melodies that add depth to the symphony of your plans. Recognizing the magic that can unfold when you leave room for the unforeseen is a crucial aspect of the manifestation process. Rigidity in planning may stifle the spontaneity and serendipity that can lead to inspired action.

As you meticulously outline your roadmap, deliberately leave breathing room within your schedule. Avoid overloading your agenda with a relentless succession of tasks, allowing for pauses and open spaces. It’s within these gaps that the universe has the opportunity to weave its surprises into the narrative of your journey.

Consider these moments of open space as blank canvases awaiting the strokes of inspiration. The unexpected may manifest as chance encounters, sudden realizations, or unforeseen opportunities. By creating a flexible framework, you invite the universe to collaborate, guiding you through twists and turns that may ultimately enhance the richness of your experience.

Leaving space for the unexpected is not a surrender of control but a conscious acknowledgment that there are forces beyond your immediate understanding. It’s an invitation for the universe to contribute its creative flair to the masterpiece you’re crafting. Embrace the uncertainty, for within it lies the potential for discoveries, connections, and breakthroughs that may surpass even your most intricately laid-out plans.

Moreover, these open spaces act as a safety net, providing resilience in the face of unexpected challenges. Life’s unpredictabilities are inherent, and by leaving room for the unexpected, you cultivate adaptability. This adaptability becomes a powerful asset, allowing you to navigate detours with grace and turn unexpected twists into opportunities for growth.

In the dance between structure and spontaneity, leaving space for the unexpected ensures that your plans are not rigid scripts but dynamic narratives. As you embark on your journey, be open to the surprises that may unfold, for it is often in these unscripted moments that the universe whispers its guidance, leading you toward the serendipitous magic of inspired action.

The Dance of Inspired Action

Inspired action, like an ethereal dance partner, joins the symphony of structured plans, infusing your journey with spontaneity and magic. This dynamic interplay between strategic planning and the impromptu whispers of the universe transforms your aspirations into a living, breathing experience. The dance of inspired action is not a deviation from your plans but a harmonious improvisation that enhances the melody of your goals.

Recognize that inspired action often arrives as intuitive nudges, sudden insights, or an unexplained desire to pursue a specific course. These gentle whispers from the universe may not always align with your preconceived plans, and that’s the beauty of the dance. It’s in these moments of spontaneous guidance that you may find a shortcut, a novel approach, or an unexpected connection that propels you closer to your goals.

To fully engage in the dance of inspired action, cultivate mindfulness. Be present in the moment, attentive to the subtle cues that may direct your next steps. As you move through your planned tasks, remain open to the possibility of deviation—trust that these deviations may lead to the most profound discoveries.

Moreover, inspired action often unfolds in the spaces between tasks. While planning provides structure, it is within the gaps that the universe may introduce its most profound guidance. Allow these moments of stillness to be fertile ground for inspiration to bloom. Whether it’s during a quiet walk, a meditative pause, or a moment of reflection, let the dance of inspired action find you in the serenity of these interludes.

Incorporate flexibility into your plans to accommodate the spontaneous twists that inspired action may introduce. Consider your plans as a choreography that allows for improvisation, making room for the unexpected dance moves that may arise. By maintaining a balance between structure and spontaneity, you invite the universe to co-create with you, transforming your journey into an enchanting dance of synchronicity.

Ultimately, the dance of inspired action is a celebration of the dynamic relationship between your intentions and the subtle guidance of the universe. As you engage in this rhythmic interplay, relish in the joy of spontaneity, for it is within the dance that your goals come to life with a vibrancy that transcends the limitations of meticulous planning. May each step, whether planned or inspired, contribute to the enchanting choreography of your manifested dreams.

Embracing Synchronicity

Synchronicity, the artful alignment of meaningful events, often unfolds as the universe’s way of affirming your path. Embracing synchronicity within your plans is an acknowledgment that there is a higher order at play—one that weaves a tapestry of interconnected moments and serendipitous encounters. As you navigate the journey of manifestation, remain open to the signs, people, and opportunities that may cross your path, for within these moments lie the subtle whispers of the universe.

Incorporating synchronicity into your plans involves developing a heightened awareness of the meaningful coincidences that unfold around you. Pay attention to recurring themes, symbols, or unexpected encounters. These may serve as guideposts, directing you toward a more aligned and purposeful course.

As you engage in the dance of manifestation, invite synchronicity to be an active participant in your journey. Trust the unfolding of events, even if they deviate from your initial plans. Sometimes, what may seem like a detour is, in fact, the universe’s way of guiding you toward a more direct and fulfilling route to your goals.

Cultivate mindfulness in your daily life to fully embrace synchronicity. It may manifest in the form of a timely conversation, a chance meeting, or a serendipitous opportunity that aligns perfectly with your aspirations. Be present, and allow these synchronistic moments to be more than mere coincidences—let them be the threads that weave seamlessly into the fabric of your plans.

Consider keeping a synchronicity journal, where you document meaningful occurrences and the insights they bring. This practice not only reinforces your connection to the unfolding magic of your journey but also serves as a reflective tool for recognizing patterns and themes that may guide your future actions.

Embracing synchronicity is an invitation to co-create with the universe, acknowledging that your plans are not solely crafted in isolation. By allowing meaningful coincidences to influence your path, you infuse your journey with a sense of divine orchestration, transforming your goals into a harmonious symphony where each note resonates with purpose and meaning. As you navigate the dance of manifestation, welcome synchronicity as a trusted companion, for it is often in the alignment of these beautiful moments that the universe whispers its guidance most profoundly.

A Harmonious Symphony of Plans and Inspiration

In the grand finale of your journey toward manifestation, behold the culmination of your efforts—a harmonious symphony where meticulously crafted plans waltz gracefully with the enchanting melodies of inspired action and synchronicity. This dance is a testament to the dynamic interplay between structure and spontaneity, strategy and serendipity.

As you reflect on the path traveled, acknowledge the role of purposeful planning as the architect of your aspirations. Your roadmap provided direction and intention, grounding your dreams in actionable steps. Yet, in the intricate choreography of your journey, the universe stepped in, leading you through the unpredictable rhythm of inspired action and the meaningful cadence of synchronicity.

This harmonious symphony is not just the realization of goals; it is a celebration of co-creation with the universe. Your plans were not static blueprints but living documents, open to the magic of unforeseen twists and turns. In this realization, you find the true essence of manifestation—a collaborative dance where the universe conspires with your intentions to compose a masterpiece of dreams turned into reality. As the final notes linger in the air, may your heart resonate with gratitude for the orchestration of your journey—a harmonious symphony where plans and inspiration dance together in perfect unity.

Planning + Manifestation = Effortless Success

Are you ready to embark on a journey of intentional manifestation, where meticulously crafted plans harmonize effortlessly with inspired action and synchronicity? Join us in the Charmed Life Mastermind, where you’ll discover how to leave room for the magic of the universe to unfold within your carefully laid-out plans.

In our community, you’ll connect with fellow seekers who understand the delicate balance between structure and spontaneity in the pursuit of dreams. Through guided discussions, personalized coaching, and shared experiences, you’ll learn how to infuse your goals with intention, cultivate mindfulness, and embrace synchronicity as a guiding force.

Don’t settle for a journey dictated solely by rigid plans—embrace the symphony of possibilities that arises when you invite the universe to co-create with you. Join the Charmed Life Mastermind and unlock the transformative power of aligning your intentions with the divine orchestration of your path.

Your dreams are waiting—let’s embark on this enchanting journey together. Join the Charmed Life Mastermind today and step into the flow of inspired manifestation.

Click here to join now!

xoxo,

Functional Planning High Vibe

29 Ways to Love Your Planner in February

February, the month of love, is the perfect time to infuse your planner with creativity, intention, and self-love. Here are 29 delightful ways to express love for your planner throughout the month.

1. Heart Washi Tape Bliss: Decorate your planner pages with heart-shaped washi tape for a lovely touch.

2. Custom Dividers: Personalize your dividers with custom designs or themes that resonate with your February mood.

3. February Self-Love Mood Board: Create a mood board within your planner that reflects your self-love goals for the month.

4. Set Daily Intentions: Dedicate a section of your planner to set daily intentions, fostering a positive mindset.

5. Favorite Quotes Galore: Infuse inspiration by adding your favorite love quotes throughout your planner.

6. Romantic Color Palette: Choose a color palette that mirrors the romantic vibes of February for your planner decor.

7. Love-Infused Stickers: Use stickers featuring hearts, love notes, and romantic symbols to embellish your pages.

8. Monthly Love Log: Create a “Love Log” to document daily moments or things you love throughout February.

9. Gratitude Journaling: Dedicate a section to express gratitude daily and acknowledge the things you love.

10. Date Night Planner Page: Plan and decorate a special page for your February date nights.

11. Love for Hobbies: Incorporate sections for your favorite hobbies or activities that bring you joy.

12. Festive Monthly Cover Page: Design a festive February cover page using love-themed illustrations.

13. Heartfelt Doodles: Add small doodles of hearts, arrows, and other love symbols throughout your planner.

14. Love Letter to Yourself: Write a heartfelt love letter to yourself in a dedicated section of your planner.

15. Mindful Daily Affirmations: Embed daily affirmations that focus on self-love and positivity.

16. Photo Collage Page: Create a collage page with photos of loved ones or favorite memories.

17. Pamper Planning Session: Treat yourself to a planning session accompanied by your favorite tea or snacks.

18. Celebrate Achievements: Set aside space to celebrate and document your achievements, big or small.

19. Create a Love Goals Tracker: Track your progress on personal or professional love-related goals.

20. February Bucket List: Craft a February bucket list within your planner with activities you love.

21. Dress Up Your Lists: Turn ordinary to-do lists into aesthetically pleasing sections with decorative elements.

22. Weekly Affirmation Cards: Design and incorporate weekly affirmation cards to uplift your spirits.

23. Color Code for Emotions: Assign specific colors to represent different emotions or moods throughout the month.

24. Love for Wellness: Devote sections for wellness routines, reflecting your love for self-care.

25. Random Acts of Kindness Tracker: Create a tracker for the random acts of kindness you perform or receive.

26. Dreamy Playlist Page: Design a page dedicated to your favorite love songs or a dreamy playlist.

27. Mindful Meal Planning: Plan nutritious and self-loving meals and document them in your planner.

28. Weekly Reflections: Reserve space for weekly reflections on moments of love, joy, or personal growth.

29. Self-Care Challenge: Challenge yourself to a self-love task each day and track your progress.

Infuse your planner with love this February by incorporating these creative and intentional ideas. Let your planner become a reflection of your self-love journey and a cherished space that celebrates the joys of the month.

Elevate Your Planner Love with the Charmed Life Master Mind!

Ready to take your planner love to the next level this February? Join the Charmed Life Master Mind—an exclusive community where your planner becomes a canvas for inspiration and success.

In the Charmed Life Master Mind, gain access to a curated library of planner resources, including functional decor items that will transform your planner into a personalized sanctuary of motivation. Elevate your planning experience with unique tools designed to amplify your productivity and infuse creativity into your routine.

Don’t miss out on the opportunity to make your planner an empowering space for success.

Click here to join the Charmed Life Master Mind today, and unlock the key to a planner that not only organizes your days but also inspires your dreams. Your journey to a more empowered, organized, and inspired life starts here!

xoxo,

Alexis Giostra @MissTrenchcoat, Founder of Strange & Charmed

Functional Planning

February 2024 Monthly Planning Guide

February 2024 Monthly Planning Guide

Welcome to February! If you haven’t taken the time yet to make your February Monthly Plan, this monthly planning guide is here to help. In this monthly planning guide, we’ll explore events and holidays, key astrological transits, and insightful planning prompts to enhance your organizational strategies. Embrace the cosmic energies and festivities as you plan for a transformative and productive month.

February 2024 Events & Holidays

Groundhog Day (February 2nd)

   – Embrace the folklore and consider it a reminder to reassess your goals mid-winter.

   – Reflect on the shadows in your life—what do you need to shed to move forward?

Functional Planning Masterclass (February 3rd @ 2pm EST)

   – Learn essential functional planning routines plus tips for planning and living your ideal life.

   – For members of the Charmed Life Master Mind, enroll here to join us!

Lunar New Year (February 10th)

   – Celebrate the Year of the Dragon with intentions for courage and resilience.

   – Set goals inspired by the tiger’s attributes, such as determination and strength.

Ash Wednesday (February 14th)

   – Commence the season of Lent with self-reflection and introspection.

   – Consider what habits or attitudes you can release for personal growth.

Valentine’s Day (February 14th)

   – Cherish love in all its forms—romantic, platonic, and self-love.

   – Plan meaningful gestures and expressions of love for yourself and others.

Presidents Day (February 19th)

   – Reflect on leadership qualities and how they align with your personal and professional goals.

   – Use the extended weekend to plan and rejuvenate for the weeks ahead.

GALentine’s Party (February 20th @ 7pm EST)

   – Manifest self-love, self-care and success for 2024.

   – For members of the Charmed Life Master Mind, enroll here to join us!

CEO Power Hour (February 24th @ 11am EST)

   – Perform your monthly planning routine for March and get live business coaching with Alexis.

   – For members of the Charmed Life Master Mind, enroll here to join us!

February 2024 Astrological Transits

Mercury Enters Aquarius (February 5th)

   – Open your mind to unconventional ideas and communication styles.

   – Explore innovative solutions and approaches in your endeavors.

New Moon in Aquarius (February 9th)

   – Harness the innovative energy of Aquarius for fresh beginnings.

   – Set intentions for collaborative projects and community engagement.

Mars Enters Aquarius (February 13th)

   – Channel the assertive energy of Mars in Aquarius for forward-thinking action.

   – Tackle challenges with a strategic and progressive mindset.

Sun Enters Pisces (February 18th)

   – Transition into a period of intuition, empathy, and creativity.

   – Allow your imagination to guide your goals and decisions.

Mercury Enters Pisces (February 23rd)

   – Tap into the intuitive and compassionate energy of Mercury in Pisces.

   – Communicate with empathy and explore creative solutions.

Full Moon in Virgo (February 24th)

   – Embrace the meticulous and analytical energy of Virgo for detailed planning.

   – Evaluate your progress and refine your goals with precision.

Monthly Planning Prompts

  • What thoughts, plans, dreams and ideas do I need to get out of my head and onto paper?
  • What were my victories or wins from the prior month?
  • What are my objectives this month?
  • What important dates do I need to be aware of this month?
  • Who or what am I celebrating this month? List the tasks and time blocks associated with these celebrations.
  • What projects do I need to move forward this month and when can I reasonably expect to work on them?
  • What incomplete tasks from last month do I need to prioritize for completion this month?
  • Who else needs my help this month and what time and actions am I willing to offer? Set firm boundaries for expectations and give yourself time to reflect before you make commitments.

Organization Tips for a Balanced February

1. Utilize a Planner or Calendar:

   – Keep track of important dates, deadlines, and goals.

   – Break down larger tasks into manageable steps with deadlines.

2. Prioritize Your To-Do List:

   – Identify top-priority tasks and focus on completing them first.

   – Use tools like the Eisenhower Matrix to categorize tasks by urgency and importance.

3. Review and Reflect Weekly:

   – Set aside time each week to review your progress and adjust your plans if needed.

   – Celebrate achievements and learn from challenges.

4. Digital Detox Days:

   – Designate specific days for a digital detox to recharge and refocus.

   – Use this time for reflection, mindfulness, and non-digital activities.

Navigate February with Intention

As you navigate the celebrations and energetic influences of February, let these planning prompts guide you toward intentional and purposeful actions. Whether setting new goals, celebrating victories, or embracing cosmic energies, may your February be a month of growth, productivity, and self-discovery. Happy planning!

Create Your Functional Monthly Plan Now

Introducing the MonthlyPLAN Functional Planning Routine PDF Workbook

Are you tired of the endless to-do lists that leave you feeling overwhelmed, overworked, and ultimately unfulfilled? Do you find yourself randomly picking tasks off a list without a strategic approach, only to end your day without the satisfaction of meaningful accomplishments?

Say goodbye to the chaos and hello to a new era of productivity with our MonthlyPLAN Functional Planning Routine PDF Workbook. Crafted with precision and backed by years of research, this digital workbook is not just a set of pages; it’s your key to unlocking a more organized, balanced, and fulfilling life through Functional Planning.

The Power of Monthly Functional Planning:

In a world where time is our most precious resource, the MonthlyPLAN empowers busy, overwhelmed women to take control of their tasks and achieve true productivity. This isn’t just another to-do list; it’s a comprehensive system designed to transform the way you approach your daily life.

What’s Inside?

The MonthlyPLAN consists of 8 meticulously crafted pages, with 7 dynamic worksheet pages that guide you through the process of creating a monthly functional plan. Each page is a step toward reclaiming your time, energy, and sanity.

Key Features:

1. Strategic Organization: Tired of chaotic to-do lists? Our MonthlyPLAN Workbook ensures your tasks are prioritized, organized by objective, and aligned with your goals, allowing you to work smarter, not harder.

2. Realistic Expectations: Bid farewell to the never-ending cycle of unmet expectations. This workbook helps you set achievable and balanced goals, fostering a sense of accomplishment and satisfaction.

3. Overcoming Overwhelm: Research shows that traditional to-do lists contribute to overwhelm. The MonthlyPLAN Workbook is the antidote. By following the guided steps and utilizing the worksheets, you’ll break free from the chains of chaos.

4. Increased Productivity: Watch as your productivity soars to new heights. The MonthlyPLAN isn’t just a tool; it’s a transformative experience. By dedicating time to your monthly plan, you’ll witness a positive shift in your ability to get things done.

5. Buy Once, Plan Forever: The MonthlyPLAN Workbook is undated and can be used month over month to guide you through your monthly functional planning routine. Make your plan inside the Workbook and then transfer the tasks to the planner of your choice. The instant download PDF can be printed or used in a digital notebook app on your tablet device. 

Why Wait? Start Your Transformation Today!

Our MonthlyPLAN Functional Planning Routine PDF Workbook isn’t just a product; it’s a promise of a more organized, balanced, and rewarding life. Take the first step toward a brighter future – purchase your MonthlyPLAN Workbook now, download the workbook instantly and embark on a journey to reclaim your time, achieve your goals, and live a life filled with purpose and accomplishment. 

xoxo,

Alexis Giostra @MissTrenchcoat, Founder of Strange & Charmed

Business CEO Strategy Functional Planning Habits + Routines

How I Plan and Organize My Life & Business | The Planners and Routines I use Each Year

How I Plan and Organize My Life & Business | The Planners and Routines I use Each Year

Being productive and organized is something that takes consistency, like anything else you may want to find success at in life, you have to put systems in place and keep those systems up and running. Being a productive and organized person isn’t something that you set up once and you are done forever. However, the systems you use can be decided on once and then all you have to do is show up to do the regular maintenance routines and it can be as simple as that. So, today I thought it would be helpful if I shared not only the planner and planning tools I’m using to stay productive and organized, but also the functional planning routines and the process I take to plan and organize my life and business on a regular basis.

Part 1: Yearly Plan

The purpose of my yearly planning routine is to set the vision and direction for my year. You can’t create the life you want unless you know what that life is and make a plan to get there and that is the function of my yearly planning routine.

So, on an annual basis, in December, I take the following steps in my Yearly Planning Routine.

  1. I set my goals for the new year
  2. Break larger or longer term goals into milestones
  3. Define objectives for precisely how I will achieve each goal and milestone and assign them to specific quarters and months of my year
  4. Populate my planner with known tasks, events and due dates

The tools I use to complete my Yearly Planning routine are my You Got Goals Workshop and Planner that helps me identify and break down my goals. I also use the CEO Retreat Workshop and Workbook to set my specific business goals and define my business plans for the year in terms of what work I will be focused on each month of the year.

My planners for 2024 are the 2024 Charmed Life Master Planner Vertical Digital Edition and the CEO Strategy Planner Digital Edition.

The Master Planner is the where I collect all relevant information for scheduling my time, and managing my tasks functionally.

The CEO Strategy Planner is a tool I use to supplement my main planner that gives me worksheets that help me create, outline and track business related information, but any tasks I define in that planner always get moved to the Master Planner. Yes, it’s a bit of duplication but it helps ensure I get individual tasks accomplished- so while I use the CEO Strategy Planner for working out my business plans and storing some important information, I need to integrate my business plans with the rest of my tasks and schedule in my Master Planner.

This process and these tools become the framework or outline for my plans for the year. Each subsequent step of my planning process is meant to fill out more specific details of plans and to prioritize tasks so my life is balanced and on track.

Part 2: Quarterly Plan

The purpose of my quarterly planning routine is to check my progress towards goals and create a 90 day plan of action to focus on. Many people get overwhelmed by their goals and plans because they try to make a plan to far in advance but in my functional planning system, I create more focused targets for 90 days at a time. 90 days or a quarter of planning at a time is often recognized as being a good amount of time to create more detailed plans for because its enough time to get a lot accomplished and to make adjustments to plans as you begin to take action.

So, on a quarterly basis, I take the following steps in my quarterly planning routine, and yes, this means that I am planning out Q1 not long after I set my goals because I need my 90 day plan in place before the quarter begins.

  1. Check progress towards my goals and milestones (Q2-4)
  2. Adjust plans as necessary to account for progress and obstacles
  3. Generate my quarterly business plan
  4. Populate action plans for objectives in the following quarter 
  5. Allocate tasks from project plans to monthly trackers and monthly master task lists

For my quarterly planning routine, I use my Charmed Life Master Planner and my CEO Strategy Planner to fill in the action plans and specific details of plans that I simply assigned to specific quarters or months of the year during my Yearly Planning Routine. 

For example: During my Yearly Planning Routine, I may have decided I wanted to put together a launch for a product in a specific month, let’s say January. So, during my Q1 planning session, I would now take the time to create the plan for that launch and once I have the plan made, the tasks would be distributed to the monthly trackers inside the Charmed Life Master Planner for the month they belong to. 

So, during our yearly planning we are deciding on things we want to do, and then during the Quarterly Planning session, we actually make the action plans and start assigning the tasks to the right months. 

Part 3: Monthly Plan

The purpose of my monthly planning routine is to set reasonable expectations for accomplishing  my objectives and tasks each month. Often times, people will overload their monthly to do list with things and then fail to get much of it accomplished because you put too much on your plate at one time. So, this monthly routine is meant to capture all the tasks that belong to the month but also to ensure their is enough time to get it all done. 

So, on a monthly basis, I take the following steps in my monthly planning routine.

  1. Brain dump to capture any additional new tasks that belong to my plans for the month
  2. Populate my monthly calendar with important dates
  3. Check the progress of project plans
  4. Fill in my master monthly tasks list and make sure my monthly tracker is fully populated
  5. Start assigning important projects and work to the specific weeks across the month

Something that has always set my functional planning process apart from other planning processes is that I use the month as the basic unit for task management. So, instead of having a long to do list with tasks that apply to various months of the year- I prefer a master monthly task list so as you are working day in and day out, you have a more reasonable to do list to work off of. Projects. systems and habits are also tracked on a monthly basis in my system and limited because when people make their plans for the month, I find they often overplan. They say they want to complete a whole list of projects, they want to start a whole list of new habits, they want to integrate all these new systems at once, but it’s too much and they fail. So, my Charmed Life Master Planner puts limits on how much you can plan for each month in order to help you self-edit and limit the plans you make each month. Because if you get overwhelmed, you will most likely fail to get everything done, and I’d prefer for you to at least get a reasonable amount of things done. 

So, for my monthly routine, of course I use my Charmed Life Master Planner, and I will manage work for my business inside the CEO Strategy Planner, but again, any specific tasks are always moved into my master planner for actual scheduling to ensure the task gets done.

Part 4: Weekly Plan

The purpose of my weekly planning routine is to outline a schedule for accomplishing tasks and meeting expectations across the week. I love using the week as my basic unit for time management, similar to the way that I prefer to use the month as the basic unit for task management. We all get 24 hours in a day, but for most of us, 24 hours is just not enough time to plan to get the bulk of our tasks accomplished. Instead, by zooming out from the day to the week, we suddenly have 168 hours to use instead and a place in our week we can schedule in for nearly every priority and habit we want to complete.

 So, on a weekly basis, I take the following steps in my weekly planning routine.

  1. Get clear on the weeks objectives/priorities
  2. Assign tasks, events and due dates across the week
  3. Make a weekly to-do list
  4. Ensure I have planned for self-care and other essential habits
  5. Optional but impactful: Check with the important people in your life who have the ability to affect your plans and ensure you are on the same page with expectations. 

When it comes to creating my weekly plan, this usually isn’t something I am doing from scratch each week. As part of my Charmed Life Master Planner, I keep my ideal weekly schedule laid out that becomes the template for me to organize my week by. My ideal weekly schedule is a default schedule I create at the start of the year that includes time blocks for priority tasks and habits. On it you will find time blocked off for meal planning, grocery shopping, meal prepping, cleaning, self-care, laundry, and other recurring activities in my week. The ideal weekly schedule also includes the plan for my themed workdays, which are time blocks I use to manage work for my business. So, using this default template, I already have a consistent plan for my week, and so on a weekly basis I just need to fill in specific projects, tasks and appointments that vary. 

Part 5: Daily Plan

The purpose of my daily planning routine is to create a prioritized schedule and plan for tasks to accomplish each day. Once we get to the daily planning portion of this process, my tasks have been organized so I know what actions I need to take, my time has been allocated so can feel confident showing up each day knowing that the things on my to do list today are all I need to accomplish to move my plan forward, and so all that’s left for me to do is show up, trust the plan and take action. 

 So, on a daily basis, I take the following steps in my daily planning routine.

  1. Review my ideal daily schedule plus any scheduled items for the day and my weekly to do list
  2. Assign my top 3 daily tasks
  3. Identify other tasks to worn on to fill my time for the day
  4. Ensure I have white space in my schedule in case new urgent items or interruptions cause delays

When it comes to creating my daily plan, just as my weekly plan is not something built from scratch, neither is my daily routine. In my Charmed Life Master Planner I have an insert for my Ideal Daily Routine- which is the schedule break down for my time each day that includes time blocks for my morning routine, daily work blocks, meals, self-care and other daily non-negotiable tasks. So, that forms the outline for my day that remains consistent day over day, and then all I need to do is fill in my specific top 3 daily tasks for the day and populate a plan for my work blocks. Everything else in my day is part of a system, part of a routine that I show up for consistently and it makes managing my days so much easier because my routine becomes second nature for me. So, I will plan my days usually within my week on two pages agenda in my master planner, since I am using the digital master planner this year, it also has day on a page inserts as well, so if I need to map out a more detailed day, I have the space to do so, but usually working off my daily top 3, my ideal daily routine and my weekly to do list is all I need to stay on top of my tasks.

I will of course use my CEO Strategy Planner for reference if needed, but I don’t plan my day from my business planner, I plan it from my Master Planner. 

WATCH: How I Plan and Organize My Life and Business in 2024

So, that is my complete functional planning routine that I perform on a yearly, quarterly, monthly, weekly and daily basis. I realize it may seem like a lot, but this is a complete functional planning system from start to finish, and over time as I’ve used this routine, it’s made planning and getting things done so much easier for me because things are almost formulaic for me. As long as I show up and do these planning routines, I know I’m set to take action fully knowing and trusting that what is on my to do list for a day truly is exactly what I need to do to build the life I want and create all the wonderful things I want to see in the world as part of my business. 

Obviously, you know, I do a lot as a solo business owner who creates regular content across multiple platforms, who has multiple different offers and products that I market throughout the year and who hosts live classes and coaching multiple times per month, and this system is what helps me get it all done without working myself to the bone. You know I’m not afraid to hustle when I need to, but thanks to this system, my days are usually very relaxed, I miss very few tasks or obligations in the year, and I make the time for so many lovely things in my life from personal self-care to spending time with friends and family and my own interests and hobbies offline. 

So, if the way I manage my life sounds good to you, if you would also like to live your life more intentionally and more balanced, I welcome you to pick up some of my tools, my planners, my Goal Setting classes or even enroll in my Charmed Life Master Mind and spend a year inside my world getting classes, coaching and ready made resources to help you live your version of a Charmed Life as well.

Everything has been linked within this post, and if you have any questions, leave me a comment or feel free to email me, and I’d love to help you discover my products and decide how best you can work with me moving forward into this new year so you can experience a new level of productivity, success and enjoyment from you life!

xoxo,

Alexis Giostra @MissTrenchcoat, Founder of Strange & Charmed

Functional Planning Habits + Routines High Vibe lifestyle Productivity

Well Planned & Productive Gift Guide for Busy and Ambitious Women

Well Planned & Productive Gift Guide for Busy and Ambitious Women: Elevate Your Productivity in Style!

The holiday season is upon us, and what better way to celebrate the ambitious, go-getter women in your life than with gifts that enhance their productivity and add a touch of elegance to their daily routines? Whether they are entrepreneurs, professionals, or simply masters of multitasking, these thoughtful presents are designed to make their lives more organized, efficient, and stylish. Here’s a handpicked selection of 20 gifts that are sure to delight the busy and ambitious women in your circle:

1. 2024 Master Planner: A digital planner system to help them plan, prioritize, and achieve their goals in the upcoming year.

2. Mug Warmer: Keep their favorite beverages warm while they conquer their tasks.

3. Wireless Charging Mouse Pad: Charge their devices seamlessly while working with this multitasking mouse pad.

4. Cork Board: A stylish cork board to pin important notes, inspirations, and goals.

5. High Vibe Bible: Give the gift of a strong mindset with this 90 day manifestation journal.

6. Amazon Jeggings: Comfortable and versatile jeggings for a chic yet relaxed style.

7. Nespresso Vertuo Next Coffee and Espresso Machine: Fuel their day with the perfect cup of coffee or espresso.

8. Functional Planning Handbook: A comprehensive guide to mastering functional planning techniques.

9. Hatch Alarm Clock: Wake up gently with this smart alarm clock that simulates sunrise.

10. White Board Dry Erase Sticker: Transform any surface into an erasable whiteboard for brainstorming and planning.

11. Apple Watch: Stay connected and organized with the latest Apple Watch, a perfect blend of style and functionality.

12. Multipurpose Storage Boxes: Keep their space clutter-free with these stylish and versatile storage boxes.

13. Shark Flexstyle: Make their morning beauty routine quick and easy with this easy to use hair styler.

14. Skintone Hanging Files: Organize important documents in style with these skintone hanging files.

15. Crock Pot: Prepare delicious and healthy meals with minimal effort using a high-quality crockpot.

16. Printer: A reliable printer for all their professional and creative needs.

17. Marshall Emberton Speaker: Enjoy their favorite tunes with this portable and stylish Bluetooth speaker.

18. Rotating Desk Organizer: Keep their workspace tidy and efficient with this sleek rotating desk organizer.

19. Simple Modern 40oz Water Bottle: Stay hydrated in style with this chic and functional water bottle.

20. Robot Vacuum and Mop Combo: Effortlessly maintain a clean home with this intelligent robot vacuum and mop combo.

This holiday season, empower the ambitious women in your life to conquer their goals with these well-planned and productivity-boosting gifts. Wrap up the essence of productivity, style, and functionality, and make their holiday season truly exceptional!

xoxo,

Founder, Strange & Charmed 🌟

P.S. If you’re looking for more support in living your best, most organized and successful life, consider joining my inner circle private group coaching community called The Charmed Life Master Mind. Each month we meet for live classes, Q+As and monthly planning sessions, plus you have access to an on-demand resource library with dozens of classes, workbooks, planner inserts and other tools to help you craft the life you want to live. Click here to learn more and enroll today for instant access to all my best content and tools!