Welcome to my new Planning Series.  Through a series of posts and videos I will be sharing my entire planning process with you. This will cover everything from daily task planning to setting big goals.

Clearing My Head

The first step I take at the beginning of a new month is to write down all of the tasks that are swimming around in my head.  I also look at any incomplete tasks from the previous month’s plans. All relevant tasks are carried forwards and I put a line through the rest.

Planning Out Tasks

I call this freeing up those brain cells.  Having too much in my head leads to me feeling over-whelmed and I struggle to get started on anything.  I use this sheet at any time during the month when things are feeling a little out of control.

Once everything is written down, I use the key to colour code all of my tasks:

Do It Now – these go straight onto my plans for that day

Do It Soon – they get added to my plans for the week

Don’t forget – usually added to my plan for the month, or to my future log

Categorising Tasks

Once I have added the urgent tasks to my plans for the day, I add the remaining tasks to my Master Task List. I separate these into different categories.

Bullet Journal Task List

Having different categories really helps me when I am planning. Depending on whether it is a work day, evening or weekend I am likely to be focusing on different types of tasks.  Having this task list means nothing gets forgotten and I can easily find the things that are still outstanding.

Project Planning

For project planning I use a similar brainstorming method to break down the steps.

Project Planning

I will show you how I tackle projects in more depth in a later blog post.  I have created free printables of these sheets on the Download page . If you have forgotten the password then just send me an email 🙂

I use washi tape to colour code the edge of my pages.  This makes it easy to quickly find my project plans if I need them.

I keep these plans separate from my main bullet journal as I just want somewhere I can write things down quickly. This enables me to consider them properly before adding them to my actual plans.  I have released a video on YouTube talking about this in more detail, which you can find by clicking the image below.

How to Plan

In my next planning series blog post I will cover how I plan for each day and prioritise tasks. I hope you find this series helpful and if you have anything you would like me to cover, then just let me know in the comments below.

Supplies used: Start Bay Notebooks Art Deco Cover, Rhodia Goalbook, Rhodia Dot book, Staedtler Pigment Liner, Washi Tape and Zebra Mildliners. You can click on any of these links to be taken straight to the products I use.

Bullet Journal Planning

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