Pocket Planner Freebie

It’s been awhile.  A lot has changed and not much has changed.  My Hobonichi Planner is still my main planner to keep my life together.  However, I added a friend to the system.  I use a pocket planner from Van der Speck or a passport size notebook.  I like both of these because they fit in my pocket at work.  I often have patients ask me when I will be out of the office, or I need to refer to some info.  This little book is perfect.  It keeps a monthly calendar, which is a must.  I also include a weekly calendar.  Many shops on etsy create amazing inserts, but the weekly just wasn’t what I needed.  I also wanted one that would allow me to add graphics so my pages are pretty and don’t “require” decoration.  Now I consider myself a functional planner, but I want my planner pretty.  This isn’t new, I’ve been this way since high school.

Pocket WO2P InsertPocket WO2P

So , I made an insert that will allow me to make weekly pages that work for me and allow me to change the theme as often as I would like.  So, I wanted to share them with you.  This is a blank Word file.  It is yours to manipulate as you see fit.  I do ask that you are respectful and do not take credit for the work.

To add graphics, I place the picture on the week in the location I like.  Then using the “Format Picture” function, I change the transparency until the image is the way I desire it to be.  Once my images are placed, I then right click on the grid, select “Arrange”, and bring to front.  This allows the picture to be in the background, but visible.

Enjoy!

 

Managing my time and To Dos at work

I’ve talked about how I manage myself at home, but really, that is the easy part.  What has been difficult has been managing myself at work.  I am a lung transplant coordinator responsible for taking calls about potential donors, taking patient calls, seeing patients in clinic with the physicians, following up on consult notes, labs, and other testing, refilling medications, obtaining any necessary prior authorizations for medications, completing forms requested by the patients, teaching patients, supporting families, advocating for patients, updating the protocol book, compile and request data, teach healthcare professionals, and document everything I do while maintaining a positive image for myself, my profession, and my organization.  BOY, was that a run-on sentence!

With all the responsibilities that I am given a a transplant coordinator, I needed a system that I could record everything, whether it be for reference, to do, or an appointment to keep.  For 13 years I floundered trying many systems, both electronic and “analog”.  I learned that having the paper in front of me really kept tasks in the forefront, however I didn’t have my schedule in front of me, so I had to use two or more systems.  So in 2014 I bought the Moleskine weekly calendar with the week on one page and a notes page for every week.  This method is just what I’ve been looking for since I started as a transplant coordinator.  So on the weekly pages I listed every lab, test, and dictation I needed to follow-up on the date it was scheduled.  On the notes pages I recorded all of my patient phone calls and calls pertaining to patients.  If I didn’t complete a task or call for that week, I would attach a page flag to alert me and I would leave the flag attached until everything for those two pages were done and complete.  This method worked  very well for my brain and how I think.

The method worked well, but the format did not.  I was finding many weeks I was taping in additional sheets of paper to record phone calls.  I did this a few weeks the previous year, but now it was occurring half the time and it seemed my book was getting fat and not looking clean.

So then I tried the bullet journal format and this certainly works, but I found myself rewriting frequently and things were falling through the cracks.  I love that the bullet journal allowed me to have all the room I needed and not more for each day.  What I didn’t like is I couldn’t see my week at a glance.  I used a traveler’s notebook to keep my bullet journal, reference book, and phone list.  I loved the book and the portability, but it still wasn’t quite right.

Now I brought out my personal size Filofax.  I have six tabs in my Filofax:

  • Calendar: yearly and a week on two pages with blank pages inserted between the weeks to record that weeks phone calls
  • To Do: List of actions to be completed, but not patient related
  • Inpatient Review
  • Clinical Review
  • Meeting Notes
  • Notes for some protocols and practices

What I love about this method is it is a combination of the two methods I tried before.  I still have my weekly calendar to list items that need follow-up, but the blank notes pages allows me to have the pages I need to record calls.  I also keep an extra binder in the office to archive the weekly pages and notes for the long term so my Filofax doesn’t become extremely bulky.

Note:  I would love to show pictures of this system, but the pages are basic pages for weekly planning, To Dos, and blank note paper.  I don’t want to show pictures of the pages in use because of the amount of confidential information.

Getting it together

FoxyDori pocket and Filofax Malden

FoxyDori pocket and Filofax Malden

This year I’ve been SO unsettled in my planning.  My journaling I have under control and I have method that encourages me to be consistent in my journaling (insert plug here for @journaling_sage on Instagram).  I didn’t use my Erin Condren the last half of last year.  The main reason is the fax it is big and heavy and I don’t always want to carry a large bag.  Even though the Erin Condren Life Planner (ECLP) is an amazing planner, it is just too big for me.  So then I tried planning in a Midori passport with a monthly and WO1P inserts, and it worked beautifully (definitely an option in the future if I want something different).   While watching tons of YouTube videos, I kept seeing Filofax (Kikki K, Color Crush, Kate Spade planners).  Well prior to changing to my ECLP, I used a ring system for YEARS and it worked for me.  Prior to the Vera Bradley agenda, I used a Franklin Covey compact.  The size and layout was very similar.  I knew immediately the A5 planner is too big for me.  Even if I needed that much space, I know I will stop carrying my planner.  For me, my planner only works if it is always with me.  So I got the Color Crush planner and I love it!  The inserts are amazing and I was able to design the perfect layout for me (or at least perfect right now).  The size is great, it fits in nearly any purse I carry.  This is a system that is working for me.

Color Crush weekly pages

Color Crush weekly pages

So, my system, I’m using Color Crush inserts in the binder of my choice (I’ve fallen in love with my personal Filofax Malden and I haven’t changed binders since getting it).  I am also using a FoxyDori pocket in Bay leather for my every day carry (EDC).  I loved my Midori passport, but I really wanted to carry a notebook that had everything I needed and wanted.  My Midori passport was awesome and leaving it has broken my heart, but I just wanted one more book and my passport was pretty chunky.  So I moved to my FN size notebook with some reluctance.  At first, though I love the cover, I didn’t have the same excitement that I had for my passport.

Bay Leather FoxyDori pocket

Bay Leather FoxyDori pocket

Last week I spent the day decorating my FoxyDori and I LOVE it.  I love her so much I’ve named her Joy.  My first book I use to design my day (see Planner Perfect), my second book is an 18 month calendar using Boho Cottage inserts from Etsy, my third book is my book of lists and information that I want to carry with me, and finally my last book is for journaling.  I also have a dashboard I made, a pocket I made (using the tutorial from the Creative Planner class with Cori and Christy), and a clear pocket that I made from a photo pocket.

I don’t have two different planners, per say, but I do have a calendar in both books.  My EDC has the monthly calendar that is the main calendar, the master of schedule.  I have weekly pages in my Filofax and I use these to plan my week and see what the week has in store.  The daily pages in my EDC isn’t To Do Lists, Tasks, or schedule.  It is a picture of what my day will look like, what I want it to look like.  It may include some aspects of a traditional planner, but it is really a vision of my day and how I can use today to accomplish my goals (not tasks, goals).  In my Filofax I keep my Master To Do List and the lists necessary to manage my family.

FoxyDori top view

FoxyDori top view

FoxyDori side view

FoxyDori side view

June Book and Dashboard

June Book and Dashboard

Monthly calendar using Boho Cottage Inserts on Etsy

Monthly calendar using Boho Cottage Inserts on Etsy

Pocket Folder and clear pocket

Pocket Folder and clear pocket

Inside Pocket Folder

Inside Pocket Folder

Long winter, looking forward to summer

Typically I like the winter.  I wouldn’t say winter is my favorite season, but isn’t my least favorite.  Living in Indiana I have the joy of all four seasons.  If you made me pick my least favorite season, it would actually be summer.  I don’t like temps above 90 and I HATE bugs.  This long winter and 6 weeks of constant white has made me look forward to summer.

So today, while sitting indoors, again, I planned next week, fall break, house projects, and our outdoor living space.  I used my Erin Condren planner to plan each week.  I sit down each Sunday, armed with pens and my planner and think about my upcoming week.  On Sunday I think about what needs to be done, where we need to be, what we will eat, and what I need to buy.  By planning ahead, we eat at home more because my meal plan looks at our schedule.  Everything is on one page, so I feel better prepared for the week ahead.

The fun part of my planner are the lists that I make at the back.  I am constantly thinking and if I don’t write things down, I don’t sleep.  So, I make lists.  I make lists for everything, but once it is on a list, it isn’t rolling around my head keeping me awake.  So as I was helping my husband move snow outside, I was daydreaming about what we would do this summer when in was warmer.  I want this to be the year we finally make an outdoor living space.  We have talked about it for years, but our schedule has always interfered.  To accomplish any goal, you have to make a plan.  So, I made a plan.  Of course my plan is in the form of a list.

We are planning on Fall Break being our main vacation this year.  We’ve considered Disney, and it is still an option.  However, we want to consider other ideas.  We’ve considered flying this year, but I wondered how the drive would be different if we made the drive part of the trip.  If we picked out two different locations there and back, planning to drive about six hours each day, the drive could be fun.  Normally I love green, trees, and nature.  This year, I’m in the mood for the beach.  We had so much fun in Myrtle Beach last year, but it was a little cool.  We haven’t taken Curtis to the gulf side of Florida yet, so that is an option.  I’m not sure what we will do, but I have a list to write down my ideas.  The bonus, the thoughts are out of my head and now I have a head start on planning our vacation.

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