Thursday, November 24, 2016

The Hitchhikers Guide to the Plannerverse - Episode 39

Reader Question - Tackling Planner Size Change

Kelly wrote to us asking for us to discuss the following:
I was wondering if there might be an opportunity to do an episode about switching between planner sizes and doing so in a productive way. I know I'm guilty of switching between different sizes when my circumstances change.  
It would be great to share ideas and resources for making the transition. I have been thinking of ways that I might do it and thought the process has probably already been successfully by someone else and I am reinventing the wheel. 
So if there are resources and ideas that make it easier for myself and everyone else, I'd love to hear an episode about that. 
At the stage where I am at now, I am wondering if I should do something like have all my important information typed out in one central location like Microsoft Word where I can edit it from there and then copy and paste to the relevant planner size and print it out so I'm not having to hand write all the information every time I change planner size.
We thought it was a great topic to tackle. We hope you enjoy it too.

If you have ideas for future episodes please send them to steve at philofaxy dot com

Show Notes (timings approximate)
00:00 - Introductions
01:30 - A frequent question and one that sometimes doesn't have a happy ending
02:00 - Not just size... but the type of planner
02:30 - Too many choices?
03:30 - Rewriting everything?
06:15 - Changes in circumstances
07:00 - Trends in size changes
09:00 - Is it the page size or the planner size that is influencing your need to change
12:00 - Where you use your planner will influence your size choice
13:30 - Using more than one planner, but there will be duplication
16:00 - Fold out pages
17:00 - Context of planning influencing your size choice
18:30 - Decide on size based on your planner requirements, the number of appointments/tasks
20:00 - Quo Vadis planners
23:00 - Colour code depending on the type task
24:00 - Looking at goals and achievements, recording things to measure achievement
27:00 - Using your journal to help you assess what your size your planner needs to be
28:00 - What is the normal, average number of tasks/appointments each day/week
30:00 - Decide what does work for you and what doesn't work

Episode 39 - Reader Question - Tackling Planner Size Change


A direct download is also available here: Episode39.mp3

Show notes: A5 docx pdf  Personal docx pdf

NB: A5 is in A4 format so it can be scaled to suit A5 or A6 size. Personal is for printing direct on Personal size paper.



Presenters - Karine Tovmassian and Steve Morton
Editing and production - Steve Morton

Our Websites:
Karine: Plannerology, Karine Tovmassian (IG)
Steve: Philofaxy, Travellers Notebook Times, Mr Philofaxy (IG)

Naturally we would love to hear your feedback on the podcast. If you use iTunes please gives us your rating or reviews of the podcast.

Previous Episodes:


38 - Self-Improvement or Personal Development - A5 docx pdf  Personal docx pdf
37 - What is productivity anyway - A5 docx pdf  Personal docx pdf
36 - The Planner Community - A5 docx pdf  Personal docx pdf
35 - Wellness Planner - A5 docx pdf  Personal docx pdf
34 - Listeners Question - A5 docx pdf  Personal docx pdf
33 - Pens and other writing instruments - A5 docx pdf  Personal docx pdf
32 - Proper storage, care and shipping of planners, rings etc - A5 docx pdf Personal docx pdf
31 - Guest Interview - Louise Umeki - Plannercon 2017 - A5 docx pdf  Personal docx pdf
30 - Form Following Function -  A5 docx pdf  Personal docx pdf
29 - Seasonal To Do Lists - A5 docx pdf  Personal docx pdf
28 - Making and keeping annual goals - A5 docx pdf  Personal docx pdf
27 - Organising the family - A5 docx pdf  Personal docx pdf
26 - Guest interview - Theresa Hall - A5 docx pdf  Personal docx pdf
25 - Guest interview - Ray Blake - A5 docx pdf  Personal docx pdf
24 - Defining the important things from the urgent things - A5 docx pdf  Personal docx pdf
23 - Guest interview with Rita Sedani - A5 docx pdf  Personal docx pdf
22 - Printing your own inserts - A5 docx pdf  Personal docx pdf
21 - How to derail your planning system by over thinking - A5 docx pdf  Personal docx pdf
20 - Digital devices/services and your analogue planner - A5 docx pdf  Personal docx pdf
19 - What To Keep In Your 'Others' Tab - A5 docx pdf  Personal docx pdf
18 - Zombie Apocalypse Preparation - A5 docx pdf  Personal docx pdf
17 - Managing Finances In Your Planner - A5 docx pdf  Personal docx pdf
16 - Planning for those of us who actually can't live without planning, with guest co-host Carie Harling - A5 docx pdf  Personal docx pdf
15 - Automation NirvanaA5 docx pdf  Personal docx pdf
14 - Work Life Balance and Your Planner - A5 docx pdf  Personal docx pdf
13 - GTD Productivity And Using Your Paper Planner - A5 docx pdf  Personal docx pdf
12 - Job Seeking and Keeping - A5 docx pdf  Personal docx pdf
11 - Planner Fail -  A5 docx pdf  Personal docx pdf
10 - Planner Hacks - A5 docx pdf  Personal docx pdf
9 - Planner Planning - A5 docx pdf  Personal docx pdf
8 - Choosing Inserts - A5 docx pdf  Personal docx pdf
7 - How do you carry your planner - A5 docx pdf  Personal docx pdf
6 - Planners on the go - A5 docx pdf  Personal docx pdf
5 - Why would you pay more than the price of a Filofax? - A5 docx pdf  Personal docx pdf
4 - Using Your Planner To Create Permanent Habit Changes - A5 docx pdf  Personal docx pdf
3 - Getting on with two or more planners - A5 docx pdf Personal docx pdf
2 - Where to start your planning journey and why - A5 docx pdf  Personal docx pdf
1 - What size and why....  - A5 docx pdf  Personal docx pdf

Sunday, November 20, 2016

November Doldrums And Why Planner Fail Is Often Scheduled Now

You know it. That age-old dilemma of wanting the space of an A5 but needing the footprint of a Personal. There is no greater wringer of hands than this conundrum. Worse yet if you use larger sizes like I do. B5. Oh dear, B5 you are so grand. Large enough to make A5 blush and small enough to feel puny next to Letter or A4.

Court is now in session and the Queen of Planner fail for November is presiding over this divergent topic. My current disaster includes a delicious Filofax York Deskfax with mostly Filofax inserts. A series of luxurious Gillio A5s cast aside like yesterday's newspaper and the neat and tidy argument of a gaggle of Gillio medium sized planners in varying models Mia Cara, Amica, and the rarely photographed Trifoldasaurus.

There has to be a point where a line can be drawn and defeat or victory can be declared. 


Deskfax/B5 <---Something Gillio REALLY needs to consider when looking at the plethora of women like me who work for a living and need to function out of a larger display for professional application. Same argument for people who need a larger smartphone display.
This item is meant to be stored on a desk as the name indicates. I do a lot of my thinking and brain-dumping in B5 format (double the size of A5-just put two A5 sheets horizontally one above the other and you will get an idea of the wonders of B5.

I don't want to carry my Deskfax with me. It is rather cumbersome to write in on the go and doesn't create a propensity for writing on the fly. What gets written on the fly? Why is everyone so concerned with writing "on the go."? Are we attempting to lob golf balls into their respective holes as we attempt to make a shopping list? Are we having trouble holding the motorcycle handlebars while simultaneously color coding next week's appointments?

Not that kind of "on the go." When I am out meeting with clients or heading to a meeting, I want to have my world with me so I can mange anything that comes my way. What if I need to handle an emergency for the house? Do I have all the house emergency details with me? Do I need them all with me?
Those contrasting questions are at the heart of planner fail.

Remember: It's never the planners fault.

I have come to the conclusion our planner fails are really a failure on our own parts to delegate what kind of inserts we need and how to use them purposefully. True, the wrong planner can really get annoying quickly and you will find yourself moving out before you have ever fully moved in. It's visceral hurling of one set of standards while embracing a completely different set. Gillio has ruined me forever. I can never go back to a nylon stitched Franklin Covey or Filofax. The old Filofax models still make my heart beat faster though. Have I gone off course? Yes? Okay. Inserts.



PLANNEROLOGY LAW NUMBER 4: Our circumstances dictate the environment in which our planners will be used. 

What?! Take a seat and wonder upon the trueness of this statement. If you are an active sort of person, with gym memberships, children running amok and something to be picked up at the cleaners on a weekly basis then your circumstances of playing chauffeur to your self and loved ones creates the circumstances for you to want a quick-access, tell me what I need to know right now because I can't think too far down the line kind of planner. Deskfax is not for you in this circumstance. 
HOWEVER, even you warrior breeds like to have a bit of down time and reevaluate personal goals, to-dos, and pantry levels. If you do these things on the go, then carry on with the smaller sizes. If you do these things in the quiet stolen moments at home or work then perhaps it's time to think about a larger footprint for corralling these thoughts into workable bits of data. 


I always want to have my world with me in my planner, but my world changes with every activity I participate in. So the only out from this Dante-esque level of hell is to maintain only 1 calendar (as I have consistently done and professed) and attach or supplement said calendar with a satellite TRACKER. 

What gets tracked? Anything you feel would bring a sense of control to your life if you weren't home or at your command center of life. 

So then, where's the out? It comes when you come to terms with the ever changing circumstances of your own life. Our lives are not stagnant. Why then, do we assume that our planner choices must be stagnant? Is it possible to have only one planner and move on with life. Yes. Be prepared to track who you are becoming as you step into December. Here he comes. 





Thursday, November 17, 2016

The Hitchhikers Guide to the Plannerverse - Episode 38

Self-Improvement or Personal Development

Self-Improvement or Personal Development are areas we all want to somehow incorporate into our planning lives.

Sit with Karine Tovmassian as she interviews Pat Duggan of the Duggan Difference on how she employs her planner to move her business along.

If you have ideas for future episodes please send them to steve at philofaxy dot com

Show Notes (timings approximate)
00:00 - Introductions
01:00 - Understanding how personal development fits in to planning
02:00 - Background
03:30 - One person, one life, one planner
06:00 - What planners Pat uses
08:00 - Tracking information
10:30 - Ensuring plans don't fail
11:30 - Tracking things we enjoy
12:30 - Personal and professional development
14:30 - Where to put things
16:45 - Personal Goals
19:30 - Your planner as a roadmap of life
20:30 - Tasks vs To-Do Lists
23:00 - Using Multiple Planners
24:00 - Pat's A5 insert
25:00 - What size to use for what
26:00 - Suffering from grief or depression

Episode 38 - Self-Improvement or Personal Development


A direct download is also available here: Episode38.mp3

Show notes: A5 docx pdf  Personal docx pdf

NB: A5 is in A4 format so it can be scaled to suit A5 or A6 size. Personal is for printing direct on Personal size paper.



Presenters - Karine Tovmassian and Pat Duggan
Editing and production - Steve Morton

Our Websites:
Pat Duggan: Duggan Difference
Karine: Plannerology, Karine Tovmassian (IG)
Steve: Philofaxy, Travellers Notebook Times, Mr Philofaxy (IG)

Naturally we would love to hear your feedback on the podcast. If you use iTunes please gives us your rating or reviews of the podcast.

Previous Episodes:


37 - What is productivity anyway - A5 docx pdf  Personal docx pdf
36 - The Planner Community - A5 docx pdf  Personal docx pdf
35 - Wellness Planner - A5 docx pdf  Personal docx pdf
34 - Listeners Question - A5 docx pdf  Personal docx pdf
33 - Pens and other writing instruments - A5 docx pdf  Personal docx pdf
32 - Proper storage, care and shipping of planners, rings etc - A5 docx pdf Personal docx pdf
31 - Guest Interview - Louise Umeki - Plannercon 2017 - A5 docx pdf  Personal docx pdf
30 - Form Following Function -  A5 docx pdf  Personal docx pdf
29 - Seasonal To Do Lists - A5 docx pdf  Personal docx pdf
28 - Making and keeping annual goals - A5 docx pdf  Personal docx pdf
27 - Organising the family - A5 docx pdf  Personal docx pdf
26 - Guest interview - Theresa Hall - A5 docx pdf  Personal docx pdf
25 - Guest interview - Ray Blake - A5 docx pdf  Personal docx pdf
24 - Defining the important things from the urgent things - A5 docx pdf  Personal docx pdf
23 - Guest interview with Rita Sedani - A5 docx pdf  Personal docx pdf
22 - Printing your own inserts - A5 docx pdf  Personal docx pdf
21 - How to derail your planning system by over thinking - A5 docx pdf  Personal docx pdf
20 - Digital devices/services and your analogue planner - A5 docx pdf  Personal docx pdf
19 - What To Keep In Your 'Others' Tab - A5 docx pdf  Personal docx pdf
18 - Zombie Apocalypse Preparation - A5 docx pdf  Personal docx pdf
17 - Managing Finances In Your Planner - A5 docx pdf  Personal docx pdf
16 - Planning for those of us who actually can't live without planning, with guest co-host Carie Harling - A5 docx pdf  Personal docx pdf
15 - Automation NirvanaA5 docx pdf  Personal docx pdf
14 - Work Life Balance and Your Planner - A5 docx pdf  Personal docx pdf
13 - GTD Productivity And Using Your Paper Planner - A5 docx pdf  Personal docx pdf
12 - Job Seeking and Keeping - A5 docx pdf  Personal docx pdf
11 - Planner Fail -  A5 docx pdf  Personal docx pdf
10 - Planner Hacks - A5 docx pdf  Personal docx pdf
9 - Planner Planning - A5 docx pdf  Personal docx pdf
8 - Choosing Inserts - A5 docx pdf  Personal docx pdf
7 - How do you carry your planner - A5 docx pdf  Personal docx pdf
6 - Planners on the go - A5 docx pdf  Personal docx pdf
5 - Why would you pay more than the price of a Filofax? - A5 docx pdf  Personal docx pdf
4 - Using Your Planner To Create Permanent Habit Changes - A5 docx pdf  Personal docx pdf
3 - Getting on with two or more planners - A5 docx pdf Personal docx pdf
2 - Where to start your planning journey and why - A5 docx pdf  Personal docx pdf
1 - What size and why....  - A5 docx pdf  Personal docx pdf

Thursday, November 10, 2016

The Hitchhikers Guide to the Plannerverse - Episode 37

What is productivity anyway?

Why should you care? Steve and Karine discuss the inner workings of getting something/anything done in relation to planners and productivity in this week’s episode.

Many thanks to Kim Kiyabu for the great topic idea.

If you have ideas for future episodes please send them to steve at philofaxy dot com

Show Notes (timings approximate)
00:00 - Introductions
01:45 - Management view on productivity
04:00 - Judging for yourself
05:00 - Don't get yourself tied down with the processes
05:15 - Get the balance right between planning and doing
08:00 - What tasks do you do in what order
10:00 - Getting things ticked off your list
11:00 - Putting things in to context to help you decide what tasks to do
13:00 - Learn to delegate
14:30 - Blocking times to help you focus on the tasks
17:00 - Keep some flexibility in your schedule
19:00 - Inbox Zero
20:30 - Turn off distractions and notifications
24:00 - Our own progress in planning

Episode 37 - What is productivity anyway?


A direct download is also available here: Episode37.mp3

Show notes: A5 docx pdf  Personal docx pdf

NB: A5 is in A4 format so it can be scaled to suit A5 or A6 size. Personal is for printing direct on Personal size paper.



Presenters - Karine Tovmassian and Steve Morton
Editing and production - Steve Morton

Our Websites:
Karine: Plannerology, Karine Tovmassian (IG)
Steve: Philofaxy, Travellers Notebook Times, Mr Philofaxy (IG)

Naturally we would love to hear your feedback on the podcast. If you use iTunes please gives us your rating or reviews of the podcast.

Previous Episodes:


36 - The Planner Community - A5 docx pdf  Personal docx pdf
35 - Wellness Planner - A5 docx pdf  Personal docx pdf
34 - Listeners Question - A5 docx pdf  Personal docx pdf
33 - Pens and other writing instruments - A5 docx pdf  Personal docx pdf
32 - Proper storage, care and shipping of planners, rings etc - A5 docx pdf Personal docx pdf
31 - Guest Interview - Louise Umeki - Plannercon 2017 - A5 docx pdf  Personal docx pdf
30 - Form Following Function -  A5 docx pdf  Personal docx pdf
29 - Seasonal To Do Lists - A5 docx pdf  Personal docx pdf
28 - Making and keeping annual goals - A5 docx pdf  Personal docx pdf
27 - Organising the family - A5 docx pdf  Personal docx pdf
26 - Guest interview - Theresa Hall - A5 docx pdf  Personal docx pdf
25 - Guest interview - Ray Blake - A5 docx pdf  Personal docx pdf
24 - Defining the important things from the urgent things - A5 docx pdf  Personal docx pdf
23 - Guest interview with Rita Sedani - A5 docx pdf  Personal docx pdf
22 - Printing your own inserts - A5 docx pdf  Personal docx pdf
21 - How to derail your planning system by over thinking - A5 docx pdf  Personal docx pdf
20 - Digital devices/services and your analogue planner - A5 docx pdf  Personal docx pdf
19 - What To Keep In Your 'Others' Tab - A5 docx pdf  Personal docx pdf
18 - Zombie Apocalypse Preparation - A5 docx pdf  Personal docx pdf
17 - Managing Finances In Your Planner - A5 docx pdf  Personal docx pdf
16 - Planning for those of us who actually can't live without planning, with guest co-host Carie Harling - A5 docx pdf  Personal docx pdf
15 - Automation NirvanaA5 docx pdf  Personal docx pdf
14 - Work Life Balance and Your Planner - A5 docx pdf  Personal docx pdf
13 - GTD Productivity And Using Your Paper Planner - A5 docx pdf  Personal docx pdf
12 - Job Seeking and Keeping - A5 docx pdf  Personal docx pdf
11 - Planner Fail -  A5 docx pdf  Personal docx pdf
10 - Planner Hacks - A5 docx pdf  Personal docx pdf
9 - Planner Planning - A5 docx pdf  Personal docx pdf
8 - Choosing Inserts - A5 docx pdf  Personal docx pdf
7 - How do you carry your planner - A5 docx pdf  Personal docx pdf
6 - Planners on the go - A5 docx pdf  Personal docx pdf
5 - Why would you pay more than the price of a Filofax? - A5 docx pdf  Personal docx pdf
4 - Using Your Planner To Create Permanent Habit Changes - A5 docx pdf  Personal docx pdf
3 - Getting on with two or more planners - A5 docx pdf Personal docx pdf
2 - Where to start your planning journey and why - A5 docx pdf  Personal docx pdf
1 - What size and why....  - A5 docx pdf  Personal docx pdf

Thursday, November 3, 2016

The Hitchhikers Guide to the Plannerverse - Episode 36

The Planner Community.

Clubs? Memberships? The Planner Community? We are there!

This week we go over what clubs we like and why contributing to our communities is a great thing to enjoy.

Join us for another episode of planners in the wild. 

If you have ideas for future episodes please send them to steve at philofaxy dot com

Show Notes (timings approximate)
00:00 - Introductions
02:00 - Steve's clubs and associations over the years.
03:30 - Readers posts on Philofaxy
04:15 - The list... TV camera man for a cable Sports TV show (see news clipping below)
08:00 - Fund raising co-ordinator
09:30 - DJ at a Housing Association complex
11:00 - Radio Society of Great Britain and other Amateur Radio clubs
14:45 - Karine's participation in Toastmasters International
15:30 - You get out of things what you put in to it.
16:00 - Learning new skills and improving existing ones
19:00 - The planner community how it has evolved
21:00 - The community experience
23:00 - No one judges you in the planner community for still using pen and paper
24:10 - Planner Con 2017 - USA
25:00 - The planner is the common link or the starting point for other friendships and associations
26:00 - Steve's interview on BBC 5 Live Pods and Blogs from November 2009
28:00 - Contribute and enjoy doing things with people with similar interests.

I had a lot of hair back then! I was about 18/19 years young then!

Episode 36 - The Planner Community


A direct download is also available here: Episode36.mp3

Show notes: A5 docx pdf  Personal docx pdf

NB: A5 is in A4 format so it can be scaled to suit A5 or A6 size. Personal is for printing direct on Personal size paper.



Presenters - Karine Tovmassian and Steve Morton
Editing and production - Steve Morton

Our Websites:
Karine: Plannerology, Karine Tovmassian (IG)
Steve: Philofaxy, Travellers Notebook Times, Mr Philofaxy (IG)

Naturally we would love to hear your feedback on the podcast. If you use iTunes please gives us your rating or reviews of the podcast.

Previous Episodes:


35 - Wellness Planner - A5 docx pdf  Personal docx pdf
34 - Listeners Question - A5 docx pdf  Personal docx pdf
33 - Pens and other writing instruments - A5 docx pdf  Personal docx pdf
32 - Proper storage, care and shipping of planners, rings etc - A5 docx pdf Personal docx pdf
31 - Guest Interview - Louise Umeki - Plannercon 2017 - A5 docx pdf  Personal docx pdf
30 - Form Following Function -  A5 docx pdf  Personal docx pdf
29 - Seasonal To Do Lists - A5 docx pdf  Personal docx pdf
28 - Making and keeping annual goals - A5 docx pdf  Personal docx pdf
27 - Organising the family - A5 docx pdf  Personal docx pdf
26 - Guest interview - Theresa Hall - A5 docx pdf  Personal docx pdf
25 - Guest interview - Ray Blake - A5 docx pdf  Personal docx pdf
24 - Defining the important things from the urgent things - A5 docx pdf  Personal docx pdf
23 - Guest interview with Rita Sedani - A5 docx pdf  Personal docx pdf
22 - Printing your own inserts - A5 docx pdf  Personal docx pdf
21 - How to derail your planning system by over thinking - A5 docx pdf  Personal docx pdf
20 - Digital devices/services and your analogue planner - A5 docx pdf  Personal docx pdf
19 - What To Keep In Your 'Others' Tab - A5 docx pdf  Personal docx pdf
18 - Zombie Apocalypse Preparation - A5 docx pdf  Personal docx pdf
17 - Managing Finances In Your Planner - A5 docx pdf  Personal docx pdf
16 - Planning for those of us who actually can't live without planning, with guest co-host Carie Harling - A5 docx pdf  Personal docx pdf
15 - Automation NirvanaA5 docx pdf  Personal docx pdf
14 - Work Life Balance and Your Planner - A5 docx pdf  Personal docx pdf
13 - GTD Productivity And Using Your Paper Planner - A5 docx pdf  Personal docx pdf
12 - Job Seeking and Keeping - A5 docx pdf  Personal docx pdf
11 - Planner Fail -  A5 docx pdf  Personal docx pdf
10 - Planner Hacks - A5 docx pdf  Personal docx pdf
9 - Planner Planning - A5 docx pdf  Personal docx pdf
8 - Choosing Inserts - A5 docx pdf  Personal docx pdf
7 - How do you carry your planner - A5 docx pdf  Personal docx pdf
6 - Planners on the go - A5 docx pdf  Personal docx pdf
5 - Why would you pay more than the price of a Filofax? - A5 docx pdf  Personal docx pdf
4 - Using Your Planner To Create Permanent Habit Changes - A5 docx pdf  Personal docx pdf
3 - Getting on with two or more planners - A5 docx pdf Personal docx pdf
2 - Where to start your planning journey and why - A5 docx pdf  Personal docx pdf
1 - What size and why....  - A5 docx pdf  Personal docx pdf