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Get Back To Planning In 6 Easy Steps

plan your life planning Jul 05, 2022

Lately, my planner has been, well...empty. Shocking for me, since I am a planner nerd at heart! But, sometimes life gets in the way and we get so caught up and busy with what's happening in our lives that some things (even planning!) falls by the wayside.

June was a crazy month, and not to make excuses, but it had me feeling a bit overwhelmed and, at times, a little stressed out. 


But isn't planning supposed to minimize overwhelm + stress?

Yep, it is! At least it does for me, most of the time. But for some reason, this past month, I have not made time to plan, or even had the desire to do it.

But putting planning aside doesn't mean I didn't do anything. It just means that for me, as a planner, I felt disorganized and out of sync with my goals. When I don't plan, I don't feel productive.


Did I accomplish anything?

So did I actually get anything done during this time? Yes!

Was I intentional and productive with my time? Not so much.

  • I still managed to get consistent business content out there;
  • I supported my daughter with whatever she needed as she graduated high school;
  • I finished my first round of Lifebook Premium;
  • I started on a home project of painting a couple of the kids' bedrooms.

And, I kept the family fed and alive...that's something, right?


How to get back on track

If you've gotten sidetracked, forgive yourself for moving away from your planning habits and system. It happens to the best of us! The important thing is that you're ready to get back at it!

So grab your planner, pen + paper and let's take a look at the 6 steps I use to get back in the planning and doing game.

Are you ready?


6 steps to get you back in the game

1) Consolidate your lists

If you've been a little sporadic with your goals + plans, you may find that you've got notes all over the place. So grab those notebooks, note taking apps and scraps of paper and consolidate them into one location.

I like to use an "inbox" for all my thoughts. Whether these are projects I want to do, ideas I want to revisit later or quick one-off tasks. It's a great way to simplify things and have all those thoughts and ideas in one place. 

2) Review your current goals

In your planning system, you probably have a list of the goals you have been working on. And even though you may not have been deliberate about working towards them, I'm willing to bet you've made some kind of progress. 

So what is it you achieved for the goals you had set out for yourself? What progress did you make and what's left to accomplish?

3) Brainstorm what's next

Do a brainstorm about what it is you want to accomplish in the next set period of time. You can choose a week, a month, a quarter - whatever works for you. I recommend 12 weeks, which is just the right amount of time to make noticeable progress on your goals.

4) Choose 1 to 3 goals

You may find that the list you brainstormed in step 3 is long! Realize that you can't do it all. At least not all at once. You'll get to all your goals eventually, but for the time being, choose the 1 to 3 goals that are most important to you.

5) Break down your goals

Take your 1 to 3 goals and map out the things you need to do for each individually in order to accomplish them. 

The list could consist of projects or single tasks. List everything you can think of right now. Of course, you can add or remove things from this list later. This is a great way to get you started and back on track.

6) Get out your calendar

Once you have all these things listed out, do the following for each item:

  1. For single tasks, add them to your calendar. You can add each item to a specific month, week, or day.
  2. For projects, take each one and map out all the tasks. Make these tasks small and manageable and put them into your calendar system.
  3. Set deadlines for each project and task.


Staying on track

Now that you're back in the planning game, you'll want to make sure you have good planning routines in place in order to stay on track.

Whether you've had them before or not, make sure that the routines you define fit your personality and lifestyle. You could go all out with morning + evening routines and weekly + monthly routines. If that works for you, great! But don't overwhelm yourself. 

Start with the basics and go from there.


Need more support?

If you need more support and guidance in getting back on track and creating a goal setting system that works for you, check out my Ultimate Goals Workbook.

I designed the workbook to help you define what it is you want in all areas of your life and break those right down to your daily habits.

You can check it out HERE.

Got questions or comments? Email me at [email protected] and start a conversation. I'd love to hear from you!

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