Planner for Work and Personal Use
Finding a planner for work and personal use can be tough. Luckily, Key2Success has four planner options to choose from, depending on your needs. If you need a planner for work and personal use that has tools all in one place – we’ve got you covered. Read on for more information on:
- What is a personal planner?
- What is a business planner?
- Which digital planner for personal and business should you get?
- Which digital planner is best?
As always, our team is here to help answer any questions you may have about digital planning. Reach out today!
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Personal Planner Overview
A personal planner is a tool designed to help individuals organize their day-to-day lives, manage time effectively, and stay on top of tasks, goals, and events. It typically includes sections for scheduling, goal-setting, note-taking, and sometimes habit tracking. Personal planners come in various formats, including:
- Paper planners: Traditional notebooks with pages for dates, calendars, and sections for planning.
- Digital planners: Electronic versions compatible with devices like tablets, smartphones, or e-readers, which allow for easy editing, syncing, and customization. Many are available in PDF form for use in apps like OneNote, GoodNotes, or reMarkable.
Common Features of a Personal Planner:
- Calendar and Monthly/Weekly Views: A place to schedule appointments, meetings, and important dates.
- Daily To-Do Lists: Sections to organize tasks by day or week.
- Goal-Setting Pages: For tracking both short-term and long-term goals.
- Notes Sections: Blank or lined areas for jotting down thoughts, reminders, or ideas.
- Habit Trackers: For monitoring daily routines, habits, or wellness activities.
- Budget Trackers: Some planners also include areas for financial management or budgeting.
Benefits of a Personal Planner:
- Improved Time Management: By having a clear overview of your day, week, or month, you can allocate time more effectively.
- Increased Productivity: Breaking down tasks into manageable pieces helps ensure important tasks get done.
- Goal Achievement: Keeping track of goals and milestones keeps you motivated and on track.
- Stress Reduction: Having everything organized in one place reduces anxiety around forgetting tasks or deadlines.
A personal planner is ideal for those looking to streamline their personal and professional life, helping them to focus on priorities and accomplish goals efficiently.
A business planner is a tool specifically designed to help professionals manage various aspects of their business life, such as goal-setting, project management, time tracking, and strategic planning. Unlike a personal planner, which focuses on everyday tasks and personal goals, a business planner is tailored to the needs of business owners, entrepreneurs, executives, and professionals who want to stay organized, increase productivity, and achieve business goals.
Common Features of a Business Planner:
- Monthly and Weekly Planning: Sections to organize meetings, deadlines, and business appointments on a broader scale, ensuring all tasks are on track.
- Goal Setting and Strategy: Dedicated pages for outlining business objectives, whether they are quarterly or annual goals, and breaking them down into actionable steps.
- Project Management: Space to plan and track projects, allocate resources, and manage timelines.
- Task and To-Do Lists: Areas to organize daily, weekly, and monthly business tasks.
- Financial Planning: Sections for budgeting, tracking income, expenses, and financial goals. This could also include revenue forecasts or sales tracking.
- Client or Contact Management: Places to log important contacts, client information, or sales leads.
- Meeting Notes and Action Items: Sections to record meeting details, key takeaways, and action points for follow-up.
- Marketing or Content Planning: Space for planning marketing campaigns, content schedules, or promotional strategies.
- Performance Review: Monthly or quarterly review sections to reflect on progress, adjust strategies, and refine goals.
Benefits of a Business Planner:
- Enhanced Organization: Keeps all aspects of your business life in one place, making it easier to manage.
- Goal Tracking: Helps track business goals and milestones, ensuring progress is continuously monitored.
- Increased Productivity: By organizing tasks, projects, and deadlines, business planners help professionals prioritize what needs to be done.
- Time Management: With structured calendars and schedules, business planners help users maximize productivity by allocating time efficiently.
- Improved Financial Oversight: Dedicated budgeting and financial tracking sections allow for better financial management, ensuring that spending and revenue stay on track.
Types of Business Planners:
- Traditional Paper Planners: Physical planners with pages for writing down plans and tasks.
- Digital Business Planners: Available for use on tablets and devices, offering flexibility, easy editing, and syncing capabilities. Planners like the Key2Success Digital Planner are often used with apps like OneNote or on devices such as the reMarkable or Onyx Boox for business planning.
A business planner is ideal for anyone running a business, managing teams, or striving to improve their business productivity and efficiency.
Visit the OneNote Planner Shop
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Visit the reMarkable Shop
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Best Planner for Work and Personal Use
The Key2Success Planner is a comprehensive digital planning tool designed to meet the diverse needs of individuals and professionals at various stages of their lives and careers. It offers four distinct versions: Personal, Professional, Business, and Executive, each tailored with specific features to help users organize, set goals, track progress, and manage various aspects of their personal or professional lives.
1. Personal Planner
Price: $29 (originally $35)
The Personal Planner is ideal for individuals who want to manage their daily routines, track goals, and have a solid overview of their lives. It includes basic features like a year-view, vision board, and daily and weekly pages for effective planning. Additionally, users can reflect on their progress through weekly and quarterly reviews, maintain a notes section or journal, and plan their ideal week. It’s a great entry-level planner for anyone looking to enhance their personal organization.
Key Features:
- Year-View, Vision Board, Monthly & Weekly View
- Daily Pages
- Weekly & Quarterly Reviews
- Notes/Journal, Ideal Week
- 10% off Tiles
2. Professional Planner
Price: $49 (originally $59)
The Professional Planner expands on the Personal version by adding tools for managing work-related tasks and goals. It introduces features like meeting and project pages, budget planning, and habit tracking, making it suitable for professionals seeking to balance personal growth with career success. The Professional Planner is perfect for those managing both personal and work responsibilities and who need an enhanced toolkit for professional development.
Key Features:
- Includes all features from the Personal Planner
- Additional Meeting & Project Pages
- Budget Planner, Habit Tracker, Bucket List
- 25% off Tiles
3. Business Planner
Price: $99 (originally $109)
The Business Planner is crafted for entrepreneurs and business owners who need a comprehensive system to manage not just personal tasks but also their company’s operations. This version includes advanced tools like an expense tracker, progress tracker, professional builder, and tools for breaking down large goals (Boulder Breakdown) and optimizing strengths. It’s the right choice for business professionals who need strategic planning tools to monitor progress, track expenses, and focus on growth.
Key Features:
- Includes all features from the Professional Planner
- Expense Tracker, Professional Builder, Progress Tracker
- Boulder Breakdown, Strength Maximizer, Process Adaption Monitor
- 50% off Tiles
4. Executive Planner
Price: $149 (originally $169)
The Executive Planner is the most feature-rich version, designed for senior leaders and executives who oversee teams, manage complex projects, and engage in high-level strategic planning. This version includes tools like a communication planner, CRM toolkit, and team development tools. In addition to the full suite of planning resources, it offers insider access and a 30-minute session with Branden Bodendorfer, the planner’s creator, for personalized guidance. This planner is ideal for executives needing tools for both personal and business planning at the highest level.
Key Features:
- Includes all features from the Business Planner
- Communication Planner, CRM Toolkit
- Team Development Tools
- Insider Access, 30-min session with Branden
- 50% off Tiles
5. Complete Planner
- Price: $269 (originally $299)
- The Complete Planner is the ultimate package that grants access to all available Key2Success tools, including OneNote, PDF, and e-Ink versions, plus a 30-minute session with Branden for full customization. It’s designed for users who want access to every available planning tool and resource.
Choosing the Right Planner
Each version of the Key2Success Planner is carefully curated to meet specific needs, from the Personal Planner for individuals who want to manage their lives more effectively, to the Executive Planner, which serves leaders and business professionals with a high-level set of tools. The Business Planner is ideal for those managing operations and company growth, while the Professional Planner bridges personal and work-related planning. Each planner is tailored to scale up with your life and career, ensuring that you always have the right tools for success.
*Please note that pricing is subject to change.
Visit the OneNote Planner Shop
Visit the GoodNotes/PDF Shop
Visit the Samsung Notes Shop
Visit the Nebo Shop
Visit the Penly Shop
Visit the Amazon Scribe Shop
Visit the reMarkable Shop
Visit the Onyx Boox Shop
Visit the Noteshelf Shop
