Happy New Year! I hope the year is off to a great start for you. Are you among the approximately 45% of Americans who make at least one New Year’s resolution? Getting organized was the second most popular New Year’s resolution in 2012, and I’m guessing it’s near the top again this year. Unfortunately, only about 8% of people who make resolutions actually achieve them. What will you do differently this year to help you be successful? To help you get started on achieving your organizational goals, let’s talk about how to set up and use your planner (as a reminder, last month I gave you tips on how to choose your planning tool).
Fill in recurring events. Make a note of birthdays, anniversaries, school and work holidays, and any other events you know about now. You may want to keep a master list of birthdays and anniversaries and use this list to fill in the dates on the calendar. Copying from this list can be a lot easier than flipping through last year’s calendar to find those important dates. You might also want to use a highlighter or colored pen to accentuate any dates that require a card, gift, phone call, or some other form of acknowledgement and advanced preparation.
Review next month’s important dates towards the middle of the prior month. This will allow you plenty of time to buy cards or gifts. You can review your planner and look for the accentuated dates mentioned above, or you can refer to your master list. For those of you who use a paper rather than electronic planner, you can use a removable sticky note to remind you to do this review each month. For example, I put a sticky note that says “Review Birthdays” on the calendar page for the 20th of the month to remind me to check the next month’s important dates. I simply move this note from month to month. As you review those dates, you might also jot down a reminder to mail the cards or deliver the gifts. For example, if someone’s birthday is on the 15th, you can make a note in your planner on the 7th to mail his or her card.
Here’s a link to my newsletter where you can read more about the how to choose the right planning tool for you. I’d love to hear what you end up using.
Wishing you simplicity, harmony and freedom,