A Guide to Digital Planning

To get started, you’ll need a few essential tools and resources. The two big questions to answer when you are getting started is 

1. Which Device am I going to use?
2. Which application am I going to use?

Here’s a basic checklist to help you begin:

1. Device:

   • A computer, laptop, tablet, or smartphone, depending on your preference and convenience.
   • Ensure your device is compatible with the digital planning tools you plan to use.
   • Some options include:
     • iPad
     • Samsung Tab
     • ReMarkable
     • Onyx Boox
     • Amazon Scribe

2. Application:

   • Choose an application that fits your device. Basically there are two main formats to choose from: PDF or OneNote. OneNote is unique, while most apps use a PDF format. Some common applications include:
     • OneNote 
     • GoodNotes
     • Samsung Notes
     • Penly
     • NoteShelf
     • Noteability

3. Internet Connection:

   • Most tools and apps require an internet connection for updates and synchronization across devices.
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4. Account Setup:

   • Create accounts and profiles on the platforms or apps you’ve selected. This may include creating an account with the digital planning app or signing in with an existing account.

5. Cloud Storage:

   • Consider using a cloud storage service (e.g., Google Drive, Dropbox, OneDrive) to store and sync your files across devices.

6. Stylus (Optional):

   • If you’re using a tablet for digital planning, a stylus can be useful for handwritten notes and sketches. Make sure your device supports stylus input.

7. Digital Planner Templates:

   • Choose a planner from Key2Success to get started.

8. Training/Resources:

   • Familiarize yourself with the features and functionalities of the digital planning tools you’ve chosen. Many platforms offer tutorials, guides, or online communities where you can learn more.

9. Backup Plan:

   • Establish a backup system for your digital planning data to prevent the loss of important information. This could include regular backups to cloud storage or local backups.

10. Time and Commitment:

    • Dedicate some time to explore and set up your digital planning system. Consistency and commitment are key to effectively integrating digital planning into your routine.

Remember that the specific tools and requirements may vary based on your preferences and the type of planning you need to do. Experiment with different apps and platforms to find the ones that work best for your workflow and organization style.