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Functional Planning

10 TIPS FOR WORKING SMARTER WITH YOUR IPAD

10 Tips for Working Smarter with Your iPad

In today’s fast-paced world, productivity is key to success in both personal and professional life. With the rise of technology, mobile devices have become an essential tool for staying organized, communicating efficiently, and getting work done on the go. Among these devices, iPads have gained immense popularity due to their versatility and user-friendly interface. iPads are not just a device for entertainment; they can also help you to be more productive and accomplish more in less time.

In this blog post, we’ll be sharing ten ways to boost your productivity with an iPad. From utilizing the split-screen feature to using productivity apps, these tips will help you make the most of your device and streamline your workflow. Whether you’re a student, a working professional, or a busy entrepreneur, these tips will help you get things done more efficiently and effectively. So, grab your iPad and let’s dive in!

Tip #1: Use the Apple Pencil to Take Handwritten Notes to Increase the Likelihood of Success with Your Tasks

Taking handwritten notes has been proven to enhance memory retention and improve focus. With the Apple Pencil, you can take handwritten notes directly on your iPad, giving you the benefits of traditional note-taking while still having the convenience of a digital device. You can use apps like GoodNotes, Notability, or Apple’s built-in Notes app to take notes, make annotations, and even create sketches. By taking handwritten notes, you can increase the likelihood of success with your tasks, whether you’re studying for an exam, attending a meeting, or brainstorming ideas for a project. Plus, with the Apple Pencil, you can easily highlight and underline important information, making it easier to review and recall later.

Tip #2: Use a Digital Notebook to Braindump and get your big thoughts, plans, dreams and ideas out of your head and onto digital paper

Have you ever had a great idea, but then forgot it moments later? Or, have you ever had so many thoughts and plans swirling around in your head that you feel overwhelmed and unable to focus on anything? Braindumping is the act of getting all of your thoughts out of your head and onto paper. With a digital notebook, like Notability or GoodNotes, you can braindump and organize your thoughts in a more efficient and accessible way. You can create different notebooks for different projects or topics and easily search for specific notes or keywords. Plus, with the ability to add images, audio recordings, and handwritten notes, you can create a multimedia notebook that suits your specific needs. Braindumping can help you clear your mind, increase focus, and boost productivity by allowing you to tackle your thoughts one at a time, rather than being overwhelmed by them.

Tip #3: Utilize the Split-Screen Feature to Multitask More Effectively on the iPad

One of the most useful features of the iPad is its ability to multitask with the split-screen feature. This feature allows you to have two apps open and visible on the screen at the same time, making it easier to complete tasks that require information from multiple sources. For example, you can have your email and calendar apps open side by side, allowing you to quickly schedule appointments without having to switch between apps. To use the split-screen feature, simply swipe up from the bottom of the screen to access the dock, then drag an app icon to the left or right edge of the screen. You can then select a second app to open on the other side of the screen. The split-screen feature is a great way to multitask more effectively and get more done in less time.

Tip #4: Use a Digital Planner on Goodnotes to Manage your Time and Tasks with Your iPad

Goodnotes is a popular app that allows you to use your iPad as a digital planner. With Goodnotes, you can easily manage your time and tasks by creating custom pages, adding digital stickers and images, and using different colors and fonts to make your planner personalized and functional. You can also sync your planner with your other devices, making it easy to access your tasks and appointments from anywhere. Goodnotes even allows you to create interactive checklists and set reminders for important tasks. By using a digital planner on Goodnotes, you can keep your tasks and schedule organized, and stay on track with your productivity goals.

Tip #5: Use Siri to Automate Tasks and Save Time

One of the most powerful productivity tools on the iPad is Siri, Apple’s virtual assistant. By using Siri, you can automate many tasks and save time. For example, you can ask Siri to set reminders, send emails, schedule appointments, and even launch apps. You can also use Siri to control your smart home devices and play music, making it easy to multitask and stay focused on your work. To activate Siri, simply press and hold the home button or say “Hey Siri” if you have enabled that feature. By using Siri to automate tasks, you can save time and focus on the most important aspects of your work or personal life.

Tip #6: Use a Bluetooth Keyboard with your iPad to Work Faster

Another way to boost your productivity with your iPad is to use an external keyboard. While the iPad’s touch screen keyboard is useful for quick tasks, using an external keyboard can make typing longer documents or emails much faster and more comfortable. There are many keyboard options available for the iPad, including Apple’s own Smart Keyboard and third-party options from companies like Logitech and Brydge. When choosing a keyboard, consider factors like size, weight, and battery life, as well as whether you prefer a physical or virtual keyboard. By using a keyboard with your iPad, you can work faster and more comfortably, and get more done in less time.

Tip #7: Use Productivity Apps to Stay Organized

There are many productivity apps available on the App Store that can help you stay organized and on top of your tasks. Apps like Trello, Notion, and Todoist allow you to create to-do lists, set reminders, and track your progress on tasks. You can also use apps like Evernote or OneNote to take notes and keep all your important information in one place. By using productivity apps, you can stay organized and keep track of all your tasks and deadlines. This can help you to work more efficiently and avoid missing important deadlines or forgetting important tasks. With so many great productivity apps available on the App Store, there’s sure to be one that’s perfect for your needs.

Tip #8: Use iPad Apps to do specific tasks like Photo and Video Editing, Art Creation or Writing

The iPad is a versatile tool that can be used for a wide range of tasks, from productivity and organization to creative endeavors like photo and video editing, art creation, and writing. There are many apps available on the App Store that are specifically designed for these tasks, such as Procreate for art creation, iMovie for video editing, and Ulysses for writing. These apps are optimized for use on the iPad and take advantage of its unique features, like the touch screen and Apple Pencil, to provide a powerful and intuitive user experience. By using specialized apps for specific tasks, you can work more efficiently and create high-quality work on your iPad.

Tip #9: Use the iPad’s Camera for Virtual Meetings and Collaboration

The iPad’s built-in camera is a powerful tool for virtual meetings and collaboration. With apps like Zoom, Skype, and Google Meet, you can use your iPad’s camera to participate in video calls and collaborate with colleagues or friends from anywhere in the world. The iPad’s large screen size and high-quality camera make it ideal for video calls, as you can see more of the people you’re talking to and their surroundings. You can also use the camera to share your screen or show physical objects to others during a call. By using the iPad’s camera for virtual meetings and collaboration, you can stay connected with others and work effectively from anywhere.

Tip #10: Use the iPad to Relax and Recharge During Your Breaks

While the iPad is a powerful productivity tool, it can also be a great way to relax and recharge during your breaks. There are many apps available on the App Store that are designed for relaxation and stress relief, such as Headspace for meditation, Calm for sleep and relaxation, and Colorfy for coloring. By taking a few minutes during your break to use one of these apps, you can reduce stress and improve your overall well-being. Additionally, you can use your iPad to read a book, watch a movie or TV show, or listen to music to help you unwind and recharge your batteries. By taking time to relax and recharge with your iPad, you can come back to your work feeling refreshed and ready to tackle your next task.

The iPad is a powerful tool for boosting productivity in both personal and professional settings. By using features like the Apple Pencil, split-screen multitasking, digital planners, and keyboard shortcuts, you can work more efficiently and get more done in less time. Additionally, by using specialized apps for specific tasks, taking advantage of the iPad’s camera for virtual meetings and collaboration, and taking breaks to relax and recharge with the iPad, you can work smarter and achieve better results. By incorporating these tips into your workflow, you can unlock the full potential of your iPad and achieve your goals more effectively.

xoxo,

Business Functional Planning Personal Development Productivity

Your Ultimate Productivity Companion: How to Use Your iPad for Task Management, Work, Wellness, and Mindset

Your Ultimate Productivity Companion: How to Use Your iPad for Task Management, Work, Wellness, and Mindset

In today’s digital age, the iPad has become a versatile tool that can help you in almost every aspect of your life. From task management to personal development, this device can be a game-changer when it comes to productivity and growth. In this post, we’ll explore some of the ways you can use your iPad for productivity and personal development. We’ll cover topics such as task management, work, wellness, and mindset, and how you can leverage some of the best apps to make the most of your iPad. Whether you’re looking to stay organized, improve your focus, or enhance your overall well-being, there’s something for everyone in this guide. So, grab your iPad and let’s dive in!

Purchasing a new iPad Pro

A few weeks ago I purchased a new iPad and when I shared it on Instagram with my community many people wanted to know which iPad I bought, which iPad they should buy, and how I was planning to use it, so I am going to answer all those questions in this post.

So, first off, I purchased an 11” iPad Pro, the 128GB model and the 2nd generation Apple Pencil. To be honest, it was hard for me to choose which iPad to buy because for some reason Apple has a large number of iPads to choose from right now, and although I can’t tell you exactly which iPad to get, I do have a piece of advice for you to use that is the guide that I use when I am purchasing new tech, especially Apple products. My advice to myself and to you is to purchase the best model you can afford. I say that because for myself, I am very gentle with my tech gadgets and they last a long time, my last iPad is almost 10 years old so it was time for an upgrade- and I find with Apple products, they are so ahead of the times with the tech that when you buy the best model you can, it ends up lasting even longer. So, if you aren’t sure which iPad to buy, that is my recommendation. When it came to making my purchase, the iPad Pro was the best model available and I bought the size and storage capacity that I thought was right for me. Now, if you know which iPad you want already, I think that is the iPad for you, and if you can’t afford it right now, I do think it’s worth it to be patient and save for the one you want because if you settle I don’t think you will be as pleased with your purchase. So, if you are interested in an iPad that is how I recommend you go about purchasing one, now and in the future.

Now, do you actually need an iPad? That is totally for you to decide. For me, I know the iPad is a luxury, I don’t think it’s something any of us need to be productive or organized, but if you have the desire and means, it can definitely be a useful device. And because I am a rebel personality type, novelty can be a big motivator for change and improvement. I’m more likely to take action when there is an element of novelty involved and the iPad is absolutely a novelty device for me.

So, I bought the iPad with the intention that I was going to improve my productivity and hit some next level goals for myself this year! And to reflect that intention, I ended up ordering my iPad and pencil from Apple online so I could get them both engraved for free with a personalized inspirational message. If you weren’t aware, apple offers free engraving on some of their devices, so if you want to make advantage of that, you will want to order online instead of going in store.

So, now that we know which model I bought, and which model I’d recommend to you, let’s talk about how I am using this device to help me hit that intention to improve my productivity and personal development!

The first way I am using the iPad is for Task and Idea Management.

Right now, I am doing some parts of my planning process on the iPad since I have the pencil and I want to put it to good use. I have been playing around with digital planning, and I get why people like digital planning. In fact, I recently created some prototypes for a Digital Master Planner that I shared with the Charmed Life Master Mind members. The feedback I’ve been getting from them has been very positive, and of course I am also testing the digital planner out myself, but for the time being I’m not quite converted yet to digital personally. But I will fully admit that I love using the iPad to braindump, brainstorm and plan content. So, for this I’ve been using the digital master planner, and I optimized some of my inserts into PDFs for my iPad that I use in GoodNotes to get my ideas out of my head and onto digital paper. All that has been going well!

The second way I am using the iPad is for work.

Specifically, I use it to write posts in the Apple Notes app. Once I outline things in GoodNotes, I will use the split screen option and write out posts while looking at my notes and outlines. I also have used the iPad to send and manage emails; both my personal and business inboxes as well as my email marketing client. I have actually written and scheduled marketing emails from my iPad and the experience is doable on the iPad although I prefer the functionality that comes with sending marketing emails on my laptop.

I also use the iPad for research. I do a lot of reading and research for my work and so I use the iPad to read ebooks, articles, online publications, the news- I bought a NYTimes subscription so I could get full access to their articles and read them on the iPad which is a nice experience.

I also have the Slack App on my iPad so I can stay connected with my Master Mind, and answer their questions, share content and do coaching with them through the app.

So those are all the specific work tasks I do on the iPad. Some things I am not using it for work wise are design for inserts and graphics, editing audio and video for my YouTube and Podcast, and doing web development. I know some people do use their iPads for graphics and editing and it’s totally usable for those tasks, but because I have a MacBook Pro I find it easier to use my computer to do those tasks than my iPad. I watched a lot of videos on the topic and yes, plenty of people use their iPad for design and editing but most agree its a better experience on a computer, and for those who did use their iPad, it tended to be more useful for those who didn’t have a laptop and who traveled or worked away from their desktop computer. So, for me, I have a laptop, so I don’t need my iPad to be another mini laptop as well. I also tried to do back end work on my websites with the iPad and the functionality is hit or miss on the iPad OS, so that’s firmly something I will stick to doing on my MacBook pro.

The third way I am using the IPad is for wellness!

As I mentioned my intention for this device was for it to help me manifest some goals in my life and some of those goals are wellness related. Specifically, I have been for the last few months working on my fitness and I have a workout routine where I do strength training at home. I use the iPad, specifically the Freeform app, which is this wonderful digital white board app, to organize and plan out my workouts. I do a bunch of video workouts from YouTube and I’m able to pin the videos to Freeform and create my workout schedule that way and it’s actually been helping me stick to this routine because it’s keeping this goal organized for me.

Also in terms of wellness, I have been using the iPad for my meal planning and prep. Again using that Freeform app, I essentially map out my meals and pin recipe videos and articles to my meal planning board in the app. It’s a wonderful way to visually organize your meal planning- I love it!

The fourth and final way I am using the iPad is for Mindset!

The iPad has become my default journal. I’ve created some journals in Goodnotes out of my favorite insert designs and I’ve been journaling so much more with the iPad. I use some of the PDF workbooks I design for my mastermind like my mindset workbook and my astrological insights workbook in Goodnotes as well to journal and complete those activities which is really great.

I also keep a mood/vision board on the iPad in the Freeform app as well. I realize I could also make one on GoodNotes, but I like how that Freeform app allows me to pin videos and articles to the vision board as well as photos- it gives me a multimedia vision board experience.

One final thing I’ve been using my iPad for that I am filing under mindset is that I also downloaded a few chill games to play when I want to unwind. I’ve been playing more games on my Nintendo switch this year as a way to zone out and de-stress my mind and I found a few iPad games that were chill and vibey and relaxing that I downloaded as well. I’ve been playing Zen Sand, Osmos HD, Beatstar, Journey and Monument Valley.

So, that is how I’ve been using the IPad.

My Favorite iPad Accessories to Increase Productivity and Workflow

To help me get the most functionality out of the iPad, I purchased a few accessories for the iPad that I highly recommend. Check out the video below to see these productive iPad accessories in action!

Overall, the iPad can be a valuable tool for boosting your productivity and personal development. With its versatile features and wide range of apps, you can customize your iPad to suit your individual needs and goals. Whether you’re looking to streamline your workflow, organize your schedule, or learn a new skill, the iPad can help you achieve your objectives with ease and efficiency.

By using the iPad as a productivity and personal development tool, you can maximize your time, increase your focus, and stay motivated to pursue your goals. So if you’re ready to take your productivity and personal growth to the next level, consider incorporating the iPad into your daily routine. With a little bit of effort and creativity, you can transform your iPad into a powerful tool for self-improvement and success.

xoxo,

Functional Planning

Creating your February Plan

Hello My Charmed Ones!

I hope you are having a wonderful start to 2023. One month down, eleven more to go!

This past weekend I sat down to plan February in a live session with the Charmed Life Master Mind.

My monthly planning routine is an essential part of my overall functional planning process and it was great to take some time and walk my master mind sisters through it and answers their questions on how I plan both my life and business in the monthly spreads of the Charmed Life Master Planner.

Here is a recap of the Monthly Functional Planning Routine:

Step One: Perform a monthly review to analyze how the prior month progressed

Step Two: Perform a brain dump to get your thoughts, plans and ideas out of your head and onto paper.

Step Three: Populate your monthly calendar spread with important dates to remember.

Step Four: Keep on track with your goals and projects by filling in your Monthly Tracker with your monthly objectives, weekly actions and daily action items.

Step Five: List all other additional tasks due this month onto the Master Monthly Task List.

Step Six: Assign tasks from your objectives to the weeks of the month you plan to work on them to ensure you have the time set aside to complete all expected work.

So, I definitely want to encourage you to carve out about 30 minutes for yourself, sometime in the next few days, so that you too can map out your monthly plan for February.

If you aren’t in the habit of monthly planning yet, I know it might feel like there is a massive learning curve, but the more times you go through this process month over month, the better you will get at it and the more clarity, confidence and motivation you will feel moving into the fresh month.

Important Dates to Include on Your Monthly Calendar

For a bit of reference, here are some important dates you may want to be aware of for February 2023:

Thursday, February 2nd | Groundhog Day

Saturday, February 4th | Journaling Masterclass inside the Charmed Life Master Mind @ 2pm ET/ 11am PT

Sunday, February 5th | Full Moon in Leo

Tuesday, February 14th | Valentine’s Day

Monday, February 20th | President’s Day, New Moon in Pisces, and Galentine’s Party inside the Charmed Life Master Mind @ 7pm ET/ 4pm PT

Tuesday, February 21st | Mardi Gras

Wednesday, February 22nd | Ash Wednesday

Saturday, February 25th | CEO Power Hour inside the Charmed Life Master Mind @ 11am ET/ 8am PT (This is the monthly planning session!)

I hope you found this information to be a helpful reminder to get you started creating your February Plan!

And, if you’d like to get into my inner circle Charmed Life Master Mind and plan with me on a monthly basis plus get access to dozens of classes, resources and tools to help you create the Master Plan for your balanced and successful life…

CLICK HERE TO GET STARTED

xoxo,

Functional Planning Productivity

Let’s Get 2023 Started!

Do you have your plans for 2023 made yet?

✔︎ You have reviewed your progress from 2022, celebrated your wins, made peace with your shortcomings and let go of anything you don’t need to take with you into 2023.

✔︎ You know what your goals are for 2023 for both your personal life and business.

✔︎ You have a plan laid for what you need to do to make your goals happen and have set aside the time to complete the work.

✔︎ You feel like your life is together. Like the successful, productive and organized person you know you are.

2023 IS YOUR YEAR!

→ You can walk into 2023 with a well organized plan to get things done OR no plan and not enough time for you to finish your to do list.

→ You can have a balanced daily routine with room for all the areas of your life OR feel rushed and overwhelmed day to day pushing aside your personal goals yet again in favor of other priorities.

→ You can live life at an intentional and productive pace OR deprive yourself of sleep, space and self care to cram in every single task for the day.

Which situation would you prefer?

MAKING 2023 YOUR BEST YEAR YET IS YOUR CHOICE!

I know which choice I would prefer, which is why for the past decade I have intentionally dedicated time at the turn of the New Year to set my goals, map my plans and get my life and vision organized!

And guess what?

Because I spend a little time planning my vision for the year, I achieve more with less time and less stress.

I want you to embrace this process as well because I know first hand through my own experiences, as well as working with hundreds of women from my community, that this works!

And I believe you intuitively know this works as well, but you just haven’t found a system and a process that yields consistent results for you.

That’s why it’s time you choose THIS IS YOUR YEAR!

THIS IS YOUR YEAR is my step by step process for outlining your vision, setting the right goals and breaking those goals out into actionable steps you can take throughout the year to achieve those goals and experience your best year!

THIS IS YOUR YEAR is a series of four goal setting workshops, replays of live classes I taught exclusively to my inner circle master mind, that will help you organize and prepare your life and business for a productive year ahead.

The bundle includes the video modules, slides, workbooks, my 2023 You Got Goals Planner, and bonus guided meditations.

I’VE ALSO JUST ADDED A NEW BONUS MODULE TO THE BUNDLE

The 2023 VISION BOARD PARTY Workshop | Learn how to create and use a Vision Board to manifest your goals this year. This video module teaches you the neuroscience of how Vision Boards work, provides the step by step for how to create your own, and explains what to put on your Vision Board based on your unique personality. The video module also includes a Vision Board Builder PDF that you can print and use to add style and intention to your Vision Board!

THIS IS YOUR YEAR IS EVERYTHING YOU NEED TO SET YOURSELF UP FOR SUCCESS IN 2023!

And I want to remind you that there is nothing wrong with you and your life right now!

You are not lacking.

You are not behind.

You don’t need to change your life based on external expectations or comparisons.

You are completely whole and worthy right now exactly as you are.

If you are like me, I truly crave the feeling of ease and comfort of knowing that I have a plan for the year that allows me time for work and space to play.

I love my life, I experience deep gratitude for it, and at the same time, I want to experience more of what life has to offer me.

There is nothing wrong with being grateful for what you have and at the same time desiring more or even different experiences.

I set personal goals because I want to better myself and create a better life for myself and those around me.

I set business goals because I want to reach and help more women like you identify and experience their potential in life as well.

But those experiences don’t happen by accident.

You need a vision, a direction and a plan to fit them into your life.

That is what THIS IS YOUR YEAR provides you.

If you agree, CLICK HERE TO GET STARTED!

xoxo,

Functional Planning

10 Strategies to Manage a Long To-Do List

10 Time, Task + Energy Management Strategies to Manage a Long To Do List

The following 10 strategies will help you to organize and manage your to do list so that you are optimizing your work for time, task load and the amount of energy you have in a day!

Strategy #1: Schedule Tasks

As you evaluate your to do list, identify which tasks need to be completed at or by a certain time and make sure you have clearly set aside that time for them. It’s not necessarily more productive to schedule all of your tasks for specific time frames, but it is important to do when due dates are involved with a task. For any work that needs to be done at a specific time (ex. meeting) what is the prep work you need to do in order to be ready at that time? Also schedule that work in ahead of your scheduled task.

Strategy #2: ID + Block Time for Projects

If you are working off a long to do list for the day or week, ultimately some of those tasks will belong to the same project. So, identify those items first so you are clear that this is one of the main objectives you are working on, and you can also take a moment to ensure that you aren’t missing any important tasks that go along with this project as well. Then block off specific time to work on that project and those tasks together- this will ensure you can go deep on the project and do it well

Strategy #3: Set Your Top 3

Setting your daily Top 3 is a planning strategy I recommend to ensure you are prioritizing your work and key tasks. Which three tasks on your to do list are the most important to complete today? Things which, if they don’t get done, it will cause issues or delays. Clearly ID these three priority tasks and get them done as soon as possible in your day

Strategy #4: Use the 80/20 Rule

The 80/20 rule is a task management principle that explains how only 20% of our tasks lead to 80% of the results we get. This means that there are some tasks we can do each day that have a bigger impact than others, so to save ourselves time and energy, we should ID and complete those few key tasks before worrying about the 80% of tasks that have nominal effects on our results. Hopefully, your top 3 list is comprised of these tasks, but any additional can be listed out on your daily to do list to be completed as soon as possible as well

Strategy #5: Batch Your Tasks

Some tasks on your list will likely be very similar to each other and to optimize your workflow, it would be a good idea to batch these tasks, which means you work on them together at the same time so you are doing the same general activity over and over. Examples: Creating posts for social media, running reports, making phone calls. When batching your tasks, ask yourself if there are any other similar tasks you can add into this process, even if they aren’t on your list for the current day or week, you may be able to spend a little more time working on them now, and save yourself even more time in the future.

Strategy #6: 3D’s: Delegate, Defer + Delete

Remember, you are not responsible for doing all of the work on your to-do list! Which tasks can you delegate to someone else? Which can you defer for another time that might be more optimal for working on the task? Which tasks can you simply delete off your list because they aren’t a result driver?

Strategy #7: Manage Habits

Some of the tasks on your list may actually be habits you are working on, so don’t simply leave them on your to do list to be done whenever, pause and figure out where in your daily routine these habits make the most sense to be accomplished. When a habit sits on your to do list, it’s just another thing to do, but when you assign it to a place in your daily routine, it has a purpose in your life.

Strategy #8: Mindset Check

Our mindset is a major factor in determining how much work we are able to act on each day and how productive our day ends up becoming. So, ask yourself, which tasks on your list will you feel much better once they are accomplished? These tasks may be things we should consider prioritizing because often doing a difficult thing first gives us mental relief and removed roadblocks to our productivity. Yes, you are going to have to do the things that intimidate you, but once you do them you will feel unstoppable!

Strategy #9: Energy Audit

Your personal energy level is going to be a major factor in how much work you can accomplish in a day, so check in with your energy level to understand which tasks you can reasonably expect to complete today. Also consider what time of day your energy is highest and lowest. It would be a good idea to schedule more energy intense activities during your peak energy times, and allow yourself to work on lower intensity work during times when you know your energy will be waining.

Strategy #10: Create Your Workflow

Once you have organized and evaluated your to do list according to the previous nine strategies, decide the most logical order for you to use to work on this list. This may mean that everything doesn’t get done today and you are intentionally moving tasks to the next day or another week, but all of this is part of creating a good plan that sets reasonable expectations and avoids creating overwhelm.

How to Use These Strategies

When it comes to creating a to-do list, I prefer to create lists for the month, and then choose items from that list to apply to my week. This prevents me from keeping too long of a list and it also helps to drill down to the context of my current months priorities. Once you have your monthly to do list, I recommend using the 10 strategies to filter the tasks you need to do for the current week and identify the tasks for you to do each day. If planning ahead for the week works for you, great! But if you find you set your task list for a day and then things don’t get done and need to be transferred to the next day, this becomes a problem if you have pre-planned your week. So, unless things are scheduled for a specific day on purpose, don’t feel the need to fill in every day of the week ahead of time.

Using these recommendations, you are going to start to see that you begin to plan more strategically and intentionally, and stop taking on too many tasks that aren’t necessary. The hard truth for most of us is that we put too many tasks on our list and then fail to prioritize them, so that we are always expecting not to get everything done and when we continue to push tasks off day after day, we accept it. But you can teach yourself to recognize priority tasks. You can learn how to block off time to do deep work. You can practice batching tasks and checking in with your mindset and energy to determine what is reasonable for you.

So give these strategies a try- understand that there is a learning curve with this, but the more you execute on these strategies the more you will integrate and utilize them.

Video: 10 Strategies to Manage a Long To-Do List

GET THE FREE CHEAT SHEET + FULL LENGTH TRAINING VIDEO

xoxo,

CEO Strategy Functional Planning

2023 RESET | Annual Functional Planning Routine

2023 RESET | Annual Functional Planning Routine

Having a successful year is not about waiting for motivation and inspiration to strike. It’s about creating systems and environments that cultivate momentum and accountability. – Alexis C Giostra @MissTrenchcoat

Hello my Charmed Ones and welcome back to my channel for the first video of 2023! My 2023 Annual Reset Routine.

If you are watching this video around the time it goes live, we are at the start of a new year and nothing says fresh start inspiration and motivation like resetting your planning system. Your planner can be an amazing tool for your success and quality of life this year if you treat it like a system that helps you manage your focus and effort.

So, there is a brief routine I recommend you follow to get your planner reset for the new year that follows along with the Yearly Functional Planning Routine that you can find inside my book The Functional Planning Handbook.

Here is a recap of the routine for your reference:

◼ CHOOSE AND SETUP YOUR FUNCTIONAL PLANNER

◼ SET ANNUAL GOALS

◼ BREAK LONGER TERM GOALS INTO QUARTERLY MILESTONES

◼ DEFINE OBJECTIVES TO REACH EACH GOAL

◼ POPULATE YOUR PLANNER WITH KNOWN TASKS, EVENTS AND DUE DATES

Q1 PLANNING ITEMS

◼ POPULATE PROJECT PLANS FOR OBJECTIVES

◼ ALLOCATE TASKS FROM PROJECT PLANS TO MONTHLY MASTER TASK LISTS

Grab a coffee and your planner, and let’s get started with the 2023 Reset.

CLICK HERE TO WATCH MY FULL 2023 RESET VIDEO

xoxo,

Functional Planning

STOP BUYING PRE-PRINTED PLANNER INSERTS AND DO THIS INSTEAD TO SAVE MONEY AND TIME IN 2023!

STOP BUYING PRE-PRINTED PLANNER INSERTS AND DO THIS INSTEAD TO SAVE MONEY AND TIME IN 2023!

It’s nearly 2023 planner people! Make use of advances in planner technology and start using Print On Demand Planner Inserts (aka Print at Home or Printables) to create your perfect Functional Planning System!

Here are 4 Major Reasons Why You Should Be Using Printables:

1 | Instant Delivery: No waiting for delivery and no shipping fees! You get your files immediately and can begin printing and planning with them before you could ever hope to see a shipping confirmation hit your email from any shop. Plus you can shop and assemble your planner from the comfort of your own home, no need to burn gas hopping from store to store searching for inserts.

2 | Choose Your Paper Quality: You get to choose the quality of paper you use for your inserts. So, if you have a specific preference of paper weight, texture and color, that works for you or your favorite pen and ink, you can use it to print your inserts and get exactly what you like.

3 | Use Any Binding Method: Printable inserts are a blank slate for you to use with any binding method you prefer, and if you decide to switch methods, for instance from rings to discs, you can simply print and punch new copies of the inserts. No needing to buy your inserts again because the holes don’t match.

4 | Unlimited Printing: Print on demand means you print as much as you need and can print multiples to your hearts content. So, the next time you spill coffee on your planner, or otherwise ruin your inserts (they are paper after all and easily damaged) you can simply reprint the inserts you need without having to purchase more.

Yes, print at home means you need to have a printer, punch and paper trimmer for best results- but those upfront costs are mitigated over time and you may have most of these tools at home already.

So, if you are a planner at heart and enjoy using a customizable planning system that you can adjust to fit your needs, print at home inserts are the way to go for the best value, experience and reliability in your planning routine!

Don’t know where to start with Print At Home Inserts? Not all printables are created equally!

The BEST Place to start on your printable planner insert journey is THECHARMEDSHOP.COM!

My printables are designed using professional grade print design software that optimize inserts for printing with less ink waste and are based on research backed productivity and time management strategy.

Stop wasting money on pre-printed inserts that are poorly designed and overpriced, and make the switch to Print On Demand inserts from The Charmed Shop as part of your 2023 New Year’s Resolutions!

Any questions?

Leave me a comment and I’d be glad to help you find your next favorite planning insert or tool!

xoxo,

Business Career Functional Planning Productivity

Well Planned & Productive Gift Guide

Hello My Charmed Ones!

It’s that time of year again!! The holiday season is approaching and it’s time to shop for gifts for the special people in your life. I love giving gifts- it’s one of my love languages and so I love creating gift guides with new and creative ideas to help you find something unique and functional for the people on your list.

I have created a new gift guide specifically geared towards planning and productivity presents that you can give to a planner lover, co-worker, or female entrepreneur you are buying for this year. Or of course, you could forward this gift guide on to the people who are buying for you this year if you see some things you like and resonate with.

These gifts are priced across the board- some are more of a splurge and some are stocking stuffer price. Most of them are $50 or less so they are pretty reasonable gifts.

5 in 1 Facial Massager

I love a good facial roller tool and this five in one option is a great way to make the most of multiple tools to help de-puff, sculpt and sooth your face. Use this massager to relax your muscles, apply serums and tone your face through lymphatic drainage massage. This is a great tool to use morning or night, or anytime you want to relax and pamper yourself.

Cups and Saucers

Stop drinking your daily coffee or tea from clunky old mugs and elevate your daily experience with this set of 6 cups with saucers and stirrers. It’s a beautiful set with classic and luxurious lines that will bring some extra elegance and refinement to your workday. Just add your favorite biscotti or croissant!

Pebbled Leather Zip A5 Cover

This chic leather cover can be used to protect your choice of planner or notebook in a compact and secure housing. I love the way a zip cover keeps it’s contents protected, especially on the go and I am particularly enamored with this dark green teal color. This is a gift that makes a major impact on your style, planning and productivity.

Acrylic Dry Erase Board

An acrylic dry erase board is a perfect accessory for your kitchen, home organization station or office. Use it for notes, announcements, meal planning or reminders.

Desk Timer

This adorable cube desk timer is the perfect productivity tool to help keep you on track and working in short bursts or blocks of time. Set the timer before you start a task to track how long it takes for planning purposes, and use the timer to set aside time to get started on a project or task you’ve been putting off.

Beats Fit Pro x Kim Kardashian Moon

These Beats Fit Pro Wireless Bluetooth EarPods have been my go to for both work and play. The noise cancelation technology helps me to stay productive while I work and listen to my favorite lo-fi jams. They are wonderful for working out and physical activities, and I love to wear them while I listen to a meditation or relax in the bathtub. Plus the color palette on the Beats x Kim Kardashian collection are gorgeous!

Dual Tip Highlighters

I think my number one most used planning and note taking accessory, aside from a pen, has to be dual tip highlighters. I use them to highlight dates and information, to create check boxes for tasks and to block off time in my daily schedule. I love this set of neural and pastel highlighters because they create a relaxing tone inside your planner as opposed to traditional neon highlighters that look like strobe lighting and often give me a headache looking at it for too long.

CEO Journal

If you are looking for an affordable and chic notebook or bullet journal, the CEO Journal has everything you need to organize and plan in one simple bound book. The undated pages allow you to select the date and organize information with the help of a square grid. The pages are numbered for you to keep an index if you’d like to track important spreads or information. And yes, it does fit nicely into the Pebbled Leather Zip cover linked above!

HyperChiller

If you are an iced coffee or tea fan and have not heard about the HyperChiller yet, I am about to blow your mind. Fill the dual chambers of this unit with water, let it freeze in your freezer and then whatever hot or boiling liquid you pour into the chiller will cool down in one to two minutes. No more watering down hot beverages to get them cool. This is one of my favorite kitchen gadgets, no wires, no batteries or electricity needed. Just water, your freezer and a hot beverage to chill down.

Marble Desk Pad

I love this marble desk pad- I don’t think I could work at a desk without one of these desk pads anymore because they act as decoration, a mousepad and a soft place to rest your hands. I have a few of these desk pads with different patterns on them and I switch them out for the seasons to give my home office and desk a new vibe.

Jelly Basket

As someone who works from home, I have a lot of productivity tools that I tote around the house with me whenever I decide to work from outside my office. I love these little jelly baskets because the large size fits my laptop, planner, notebook, phone, headphones, pens, highlighters and more so I can take my home office into any room of my house. I call it my mobile office basket and if you work from home, either full time or even part time, you will love having a simple tote like this to use to corral your things securely instead of trying to carry everything by hand yourself.

Functional Planning Handbook

If you are looking to get the most from your planner system, you absolutely need to learn the Functional Planning Methodology and this book is the official handbook that covers everything you need to know to set up, organize and use your planner to manage your life, plus tips on how to stay motivated and productive through the day.

Candle Warmer Lamp

I love filling my home with candles, but as a pet owner, it isn’t always the safest to have candles burning throughout my home. So, using a candle warmer is a must and these warmer lamps are the perfect blend of style and function to give you some extra home decor, and a safe way to use your candles without lighting them.

I Make Money Moves Journal

If you want to be a more productive and successful person, you absolutely need to start a journaling practice. I think getting your thoughts out of your head and into paper is so important, and especially keeping track of your thoughts and self-talk are a major factor in what you manifest and bring to fruition in your life. This journal will help you manifest more money and abundance into your life through a daily journaling practice where you get clear on what you want, your own value and your plan for making things happen in your life.

Flameless LED Candles

These remote controlled flameless LED candles are the perfect addition to your bedroom, home office or bathroom. They are a safe way to create mood lighting and help you get cozy at home, helping you to relax and destress from a busy day.

Aesthetic Gel Pens

If you are a planner and productivity lover I know you have a thing for pretty pens. This set of neutral matte gel pens is very aesthetic and certain to help you create a planning or journaling routine that fits your energy and vibe. Why use ugly pens when you can use a chic option like these?

Monitor Memo Board

I don’t personally use a desktop computer with a separate monitor, but I have seen so many videos and examples of people using these monitor memo boards and I think they make an awesome accessory for your home or office. You can attach this set of memo boards to the side of your monitor to organize sticky notes or to use as a dry erase. And I bet you could use these on other surfaces besides your monitor. You could affix these to the sides of a mirror in your bathroom, your refrigerator or cabinets in your kitchen- anywhere you need to organize notes and some information- these adhesive memo boards would work!

Self-Adhesive Business Card Pocket

I know these self-adhesive business card pockets seem so random for a gift guide, but they are actually one of my new favorite planner supplies. My planner cover doesn’t have a ton of business card holders built in, and so I have been sticking these pockets onto dashboards on my planner to organize business cards. I don’t use mine for business cards, instead I use them for planning/journaling cards to decorate my planner and to add a little more inspiration.

Transparent Tabs

As someone who is more into using my planner for function than decoration, I don’t use very many accessories in my planner. However, another one of my planner must haves are this set of neural transparent tabs. I use these to mark pages in my planner for reference and also to write out a note or reminder for my planner before it is set in stone. I love the colors in this set and that it includes pointed and squared edge options. I also use these tabs when reading in physical books or to notate documents I am reviewing or editing.

Makeup and Skincare Organizer

I know it might seem odd to see an acrylic makeup and skincare organizer on this gift guide, but there are a few reasons I wanted to include this. First of all, getting ready in the morning or getting un-ready at the end of the day is an essential part of your daily routine and having your necessities organized and visible like this helps you to remember to do this important self care each day. Also- I think this organizer would also be awesome to use in your office to store stationery and planner supplies. Think of this as a beautiful display case for your office with all your favorite stationery organized inside.

I hope you have enjoyed this gift guide and that it gave you some great inspiration for this holiday season!

xoxo,

Functional Planning printables Productivity

The Advent of Productivity Calendar

Hello My Charmed Ones!

Today, I have something very exciting to share with you!

As we are about to step into the Holiday Season, this is the time of year we often see Advent Calendars making their way around the internet and into our local shops.

For many people, Advent Calendars are a really fun and festive way to enjoy the season leading up to Christmas, and I myself have bought a few in the past to celebrate the season, and of course to relive that childlike wonder of opening a little door or a little box each day with a lovely little surprise inside.

And for a few years now, it has been on my to-do list to figure out a way to create my own Advent Calendar for my community… a Productivity Advent Calendar.

I’m pleased to announce that this year I have finally done it!

I am so proud to introduce you to the 2022 ADVENT of PRODUCTIVITY Calendar: 24 Days of Functional Productivity Tools for Your Perfect Planner Setup!

This is a first of it’s kind Productivity + Planning Advent Calendar that you can open virtually online. It includes 24 PDF downloads that you can print and then add to your 2023 Planner Setup!

The downloads included with the Advent Calendar are a mix of inserts and other printable productivity and planning tools intended for you to use to create your own custom planner for the New Year.

What You’ll Find Inside:

A mix of 2023 dated and undated inserts
Decorative and functional dashboards
Planner organization tools
Inspirational lists and decor items
Functional and beautiful planner accessories
A set of print instructions for the items in the calendar
Print these files at home as much as you’d like (or take them to a local print shop if you prefer)

The insert designs are half letter sized, however, they can be printed at Half Letter, A5, US Letter or A4 with an included set of print instructions you will find on the Advent Calendar Page. There are also some PDFs included in this bundle that are meant to be printed at Full Letter or A4 specifically- this will be explained in the print instructions. I also recommend to make the most of this bundle you have a paper trimmer, hole punch compatible with your planner binding system of choice, card stock, full sheet label paper and 3”x3” sticky notes.

All designs included with this Advent Calendar are unique, and are not sold separately or found in any of my other offers or programs. If sold separately, the designs would total $250 in retail value so purchasing this Advent of Productivity Calendar is a major value!

The Digital Advent Calendar itself resides on its own page of my private membership site, which you will get access to join upon checkout with your Welcome Letter PDF.

Open a “box” per day leading up to Christmas (or the seasonal holiday or date of your choice) or, feel free to open all the boxes and download all 24 of your productivity tools at once to get your planner set up for the New Year.

Take a look at the beautiful page I designed for the 2022 Advent of Productivity Calendar, with it’s 24 holiday boxes you can open to reveal your daily functional planning tool!

I am overjoyed to bring you this new and unique Advent Calendar in celebration and preparation for Christmas and the New Year!

I sincerely hope the tools inside the calendar help you to create your own sense of Planner Peace with a customized setup and unique inserts to help you manage and organize your life in a more systemized way.

THE 2022 ADVENT OF PRODUCTIVITY CALENDAR IS NOW ON SALE

CLICK HERE TO PURCHASE YOUR ADVENT CALENDAR NOW

The sales page includes further details about your purchase including a list and preview of the 24 Planning Tools inside Calendar- but be careful if you don’t want to spoil the surprise of what is inside for yourself!

xoxo,

Functional Planning Inside My Planner

Setting Up My Planner for Q3

Hello My Charmed Ones!

It is said that six months of hardcore focus and alignment can put you five years ahead in life. Let’s kick off Q3 with purpose, intention and an organized planner! In this video you can follow along as I clean my leather binder, cut and punch my inserts, apply planner tab stickers, and rearrange my planner pockets!

→ MENTIONED IN THIS VIDEO

✔︎ My Inserts: http://bit.ly/alexisplanner

✔︎ Green Leaf Desk Pad: https://amzn.to/3OXszet

✔︎ Luxury Planner Video: https://youtu.be/qyWk5jVdWQE