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23 Sep 2021

Key2Success™ Digital Planning Start Guide

We want you to have the best experience with digital planning. We have witnessed the difference that digital planning has made for many. The Key2Success™ Digital Planning system is a traditional planning tool that works on an electronic ecosystem.

We have compiled a step-by-step guide that you can use to determine the best application, device and how to get started. We will update this page from time to time to reflect new products and processes.

Getting Started with Digital Planning

Get Started with Digital Planning

How to Get Started with Digital Planning Using a digital planner is a great way to get organized. Paper planners are great, but a digital planner has a lot more function and versatility. With the advent of the iPad, digital planning is easier than ever before. Plus, digital planning helps reduce clutter and it also provides a digital copy of all of your notes through the years - all on one device. You can easily carry around years of planning! Get Started with Digital Planning To succeed with digital planning, it's important to first establish your reasons and expectations. Why ...
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Choosing the Right Application for Digital Planning

Our planning system works with a number of applications and devices. Most common applications used by the Key2Success™ family are OneNote, GoodNotes, Noteshelf, Notability, as well as many others. Learn here which application is right for you and your device.

Choosing the Right Application for your Digital Planner

Choosing The Right Application for your Digital Planning Device When considering digital planning, there are many things to consider. What devices do you plan to sync the planner to? What application are you most comfortable using? What planner works best for your daily routine? The Key2Success Digital Planning System supports a wide range of devices across many application platforms. Whether you are using a Microsoft surface or an Apple iPad (or maybe you use both!), we have a planning solution that will work for you. Device - Application - Planner Compatibility Chart OneNote OneNote Planner GoodNotes GoodNotes Planner Noteshelf Noteshelf ...
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Toniann Richard

SO thankful for all the help with getting the right notebook! I look forward to loading it and putting it to good use!!
OneNote Digital Planner
5
2020-01-11T11:18:35-06:00

Toniann Richard

SO thankful for all the help with getting the right notebook! I look forward to loading it and putting it to good use!!

Carol Shepherd

This digital planner helps me get my whole life organized, it is plain but helps you keep everything from appts, to chores, to events on two pages! I have found it very helpful ! It is difficult to setup but customer help is excellent.
OneNote Digital Planner
5
2020-01-14T21:14:54-06:00

Carol Shepherd

This digital planner helps me get my whole life organized, it is plain but helps you keep everything from appts, to chores, to events on two pages! I have found it very helpful ! It is difficult to setup but customer help is excellent.

Greg L.

I have use this planner for about three or four weeks now and I find it very user-friendly. I am also customize mine slightly to fit my needs. I have already recommended it.
OneNote Digital Planner
5
2020-05-23T07:04:26-05:00

Greg L.

I have use this planner for about three or four weeks now and I find it very user-friendly. I am also customize mine slightly to fit my needs. I have already recommended it.

Peter Johnson

The Key2success planning system is the best digital planning system I have used. It enables me to replicate my old Daytimer System in digital version and therefore have it with me whenever I am. I will be recommending to my clients that they use the system and we will be using it in our personal and business productivity coaching programs. Branden has developed a great planner system.
OneNote Digital Planner
5
2020-05-30T14:24:31-05:00

Peter J.

The Key2success planning system is the best digital planning system I have used. It enables me to replicate my old Daytimer System in digital version and therefore have it with me whenever I am. I will be recommending to my clients that they use the system and we will be using it in our personal and business productivity coaching programs. Branden has developed a great planner system.

Melody

Well designed and everything I was looking for in a planner; customer service was great too!
OneNote Digital Planner
5
2020-01-11T11:19:17-06:00

Melody

Well designed and everything I was looking for in a planner; customer service was great too!

Dr. Kristin S

OneNote Digital Planner
5
2021-06-12T06:14:32-05:00

Branden and his team have created an excellent product in their OneNote Business Digital Planner. The planner is intuitive, user friendly, and combines the best of both worlds for both hand-written and digital planners. Using his planner daily has already increased my own productivity and goal progress accountability. We will be purchasing this product for each new psychologist we hire. I highly recommend trying his OneNote Business Digital Planner whether you are starting or scaling your business.

Dr. Kristin R. Streich, PLP, LSSP
Bear Creek Behavioral Health

Daniel M.

I got really tired of flipping through coffee stained pages and lugging around paper planners. I have a galaxy note, an Ipad pro and use a surface and was using onenote for a lot of other written applications. I tried making my own templates and they were ok, but not very visually stimulating or very organized. I sent a message via the chat function with a question and within a minute Branden had responded, and a minute later we were on the phone (7am his time) and he walked me through exactly how Keys2Success could help me accomplish what I was looking for in a digital planner, and actually steered me toward a bundle which was less money than I intended to spend. We wound up chatting for about 20 minutes. Great guy. It’s two weeks later and I am loving the planner. I made a few adjustments to suit my needs and I’m off to the races! If you are serious about a written planner, take a swing and you won’t be disappointed!
OneNote Digital Planner
5
2020-06-27T06:29:13-05:00

Daniel M.

I got really tired of flipping through coffee stained pages and lugging around paper planners. I have a galaxy note, an Ipad pro and use a surface and was using onenote for a lot of other written applications. I tried making my own templates and they were ok, but not very visually stimulating or very organized. I sent a message via the chat function with a question and within a minute Branden had responded, and a minute later we were on the phone (7am his time) and he walked me through exactly how Keys2Success could help me accomplish what I was looking for in a digital planner, and actually steered me toward a bundle which was less money than I intended to spend. We wound up chatting for about 20 minutes. Great guy. It’s two weeks later and I am loving the planner. I made a few adjustments to suit my needs and I’m off to the races! If you are serious about a written planner, take a swing and you won’t be disappointed!

Alana

Impressive planner with unique features to enrich the planning process! Very easy to download too!
OneNote Digital Planner
5
2020-05-23T07:03:11-05:00

Alana

Impressive planner with unique features to enrich the planning process! Very easy to download too!

Macaria M.

Hands down by far the best product that actually works. To start Branden was there to help in every shape possible. Just based off his customer service I purchased the product and expected to just let it sit. I’ve purchased many digital planners and this one is my new best friend. I work in Real Estate and a stay at home step-mommy and this works wonders with keeping my in line. I am NOT a computer savvy person to save my life and this product is so easy to use! Thank you Branden for making me a life customer!
OneNote Digital Planner
5
2020-01-13T19:50:34-06:00

Macaria M.

Hands down by far the best product that actually works. To start Branden was there to help in every shape possible. Just based off his customer service I purchased the product and expected to just let it sit. I’ve purchased many digital planners and this one is my new best friend. I work in Real Estate and a stay at home step-mommy and this works wonders with keeping my in line. I am NOT a computer savvy person to save my life and this product is so easy to use! Thank you Branden for making me a life customer!

Michelle W.

So far, I am loving the calendar… I wish it was more colorful, but the organization of it is great. It is helping me to be more efficient.
OneNote Digital Planner
5
2020-01-14T19:42:45-06:00

Michelle W.

So far, I am loving the calendar… I wish it was more colorful, but the organization of it is great. It is helping me to be more efficient.

Kristin S

OneNote Digital Planner
5
2021-06-12T06:13:06-05:00

As is common with great companies but uncommon to most companies today, Branden is committed to continuously improving and growing his products through knowledge growth and customer feedback. Branden and his team are very responsive and seem to take a personal, individualized approach to customer service.

Elwyn

I have been looking for this for a while. My tablet is much easier to carry than a paper planner. I miss the weekly planner view though. Will there be a weekly option? The weekly plan is more of a review of previous week than a view into what I need to plan for this week. The review is not very useful for me.
OneNote Digital Planner
4
2020-05-23T07:04:59-05:00

Elwyn

I have been looking for this for a while. My tablet is much easier to carry than a paper planner. I miss the weekly planner view though. Will there be a weekly option? The weekly plan is more of a review of previous week than a view into what I need to plan for this week. The review is not very useful for me.

Thomas N.

Finally a digital planner that really feels and work as an old fashioned paper planner. I have especially enoyed being able to plan with an iPencile but also have notes better organized to how I file. Not how the app developer says to file notes.
OneNote Digital Planner
5
2020-05-23T07:02:14-05:00

Thomas N.

Finally a digital planner that really feels and work as an old fashioned paper planner. I have especially enoyed being able to plan with an iPencile but also have notes better organized to how I file. Not how the app developer says to file notes.

David B

Branden and team were phenomenal in supporting getting me up and running.
OneNote Digital Planner
5
2020-01-11T11:16:58-06:00

David B

Branden and team were phenomenal in supporting getting me up and running.

Sidney Warren

Given the similarities to paper planners, in particular the Franklin Covey system I was used to, the Keys2Success planners closely mirror this system but has its own strengths. The yearly Vision Page along with Annual Keys set you up to get clarity before you “try” to wade in and force metrics at a monthly level. The Annual pages right at the front of the planner make perfect sense and get you thinking and concentrating at a higher level to see the whole year first… makes perfect sense. I highly recommend the Keys2Success system.
OneNote Digital Planner
5
2020-12-31T14:29:20-06:00
Given the similarities to paper planners, in particular the Franklin Covey system I was used to, the Keys2Success planners closely mirror this system but has its own strengths. The yearly Vision Page along with Annual Keys set you up to get clarity before you “try” to wade in and force metrics at a monthly level. The Annual pages right at the front of the planner make perfect sense and get you thinking and concentrating at a higher level to see the whole year first… makes perfect sense. I highly recommend the Keys2Success system.

JC

Found this last year while looking for a digital planner that was similar to Michael Hyatt’s Full Focus Planner. Thanks
OneNote Digital Planner
4
2020-01-11T11:17:36-06:00

JC

Found this last year while looking for a digital planner that was similar to Michael Hyatt’s Full Focus Planner. Thanks

Thomas McLendon

I must give very high marks on this planner. I was in the habit of using a manual planner. Going through the recommended clarity times and pulsing… I used both worlds of analog and digital effectively. But carrying around a pretty thick planner and an IPad became too much! Plus I now use my Apple pen which I bought but never used effectively. It does everything I had hoped and then some! I must say I did need a little coaching and Branden lived up to his commitment via direct chatting, email and a call! I gladly rate this a 10+ out of 10!
OneNote Digital Planner
5
2020-01-11T11:20:19-06:00

Thomas McLendon

I must give very high marks on this planner. I was in the habit of using a manual planner. Going through the recommended clarity times and pulsing… I used both worlds of analog and digital effectively. But carrying around a pretty thick planner and an IPad became too much! Plus I now use my Apple pen which I bought but never used effectively. It does everything I had hoped and then some! I must say I did need a little coaching and Branden lived up to his commitment via direct chatting, email and a call! I gladly rate this a 10+ out of 10!

Brian H

Had been looking for a while for a good planner for OneNote. This is great and the extra templates are great. Just use the notes page and set it as the ‘default’ template when adding new pages to the section and you’re all set for multiple meetings per day. Great job, Branden!
OneNote Digital Planner
5
2020-01-11T11:19:46-06:00

Brian H.

Had been looking for a while for a good planner for OneNote. This is great and the extra templates are great. Just use the notes page and set it as the ‘default’ template when adding new pages to the section and you’re all set for multiple meetings per day. Great job, Branden!

Larry D Braley

As an experienced OneNote user; the 2020 OneNote Digital Planner is exactly what I was looking for. It provides a great platform to manage my calendar; goals and tasks on my Mac, iPad and Galaxy 10 plus.
OneNote Digital Planner
5
2020-01-11T11:22:00-06:00

Larry D Braley

As an experienced OneNote user; the 2020 OneNote Digital Planner is exactly what I was looking for. It provides a great platform to manage my calendar; goals and tasks on my Mac, iPad and Galaxy 10 plus.

David K

I’m an early adopter kind of guy. I lived with my paper Day Timers for ever until my work collaboration forced me to digital tools. Keeping up both seemed wastefully redundant and never worked for me. Last year I created my own Day Timer pages as templates for One Note. It sort of worked, but not quite.

Barely two weeks ago I came on Key2Success and after listening to a couple of Branden’s vBlogs purchased his OneNote Business Planner. I have one instance running on my 13″ Lenovo laptop and another running on my Samsung Tab 6 with s-Pen beside me like a notebook. Both machines, as well as my Samsung Note 9 have precise stylus input. I know it’s nuts to say after only a couple of weeks use, but after a very short learning curve my productivity and sanity have increased noticeably.

I’ve occasionally invested in working with business coaches over the years. Ten minutes of Branden’s vBlog, along with the OneNote templates that would have taken me too damn long to build myself, (although, as I said, I started last year,) was well worth the price of admission.
OneNote Digital Planner
5
2020-12-18T11:23:43-06:00

Verified User

I’m an early adopter kind of guy. I lived with my paper Day Timers for ever until my work collaboration forced me to digital tools. Keeping up both seemed wastefully redundant and never worked for me. Last year I created my own Day Timer pages as templates for One Note. It sort of worked, but not quite. Barely two weeks ago I came on Key2Success and after listening to a couple of Branden’s vBlogs purchased his OneNote Business Planner. I have one instance running on my 13″ Lenovo laptop and another running on my Samsung Tab 6 with s-Pen beside me like a notebook. Both machines, as well as my Samsung Note 9 have precise stylus input. I know it’s nuts to say after only a couple of weeks use, but after a very short learning curve my productivity and sanity have increased noticeably. I’ve occasionally invested in working with business coaches over the years. Ten minutes of Branden’s vBlog, along with the OneNote templates that would have taken me too damn long to build myself, (although, as I said, I started last year,) was well worth the price of admission.

Nazliah

I’m a new user of a digital planner yet i’m so happy that Branden’s helped me clear with few of my questions and guided me thru the chatbox especially on how to download and use it with my samsung tab! He was very nice and attentive! I definitely recommend to all users to try his digital planner! Its so easy and user-friendly! Thank you Branden!
OneNote Digital Planner
5
2020-01-11T11:20:56-06:00

Nazliah

I’m a new user of a digital planner yet i’m so happy that Branden’s helped me clear with few of my questions and guided me thru the chatbox especially on how to download and use it with my samsung tab! He was very nice and attentive! I definitely recommend to all users to try his digital planner! Its so easy and user-friendly! Thank you Branden!

Narelle M.

I did a lot of research before choosing the Key2Success Planner and I’m so happy with my decision. I love that I can personalise it to my own needs but most impressive is the free and regular video training with new and improved ways to get the most out of the planner.

I’ve never felt so organised!
OneNote Digital Planner
5
2020-05-23T07:03:51-05:00

Narelle M.

I did a lot of research before choosing the Key2Success Planner and I’m so happy with my decision. I love that I can personalise it to my own needs but most impressive is the free and regular video training with new and improved ways to get the most out of the planner. I’ve never felt so organised!

Thomas Chapman

Excellent product and since i purchased the version for OneNote and OneDrive it works seamlessly across all devices. I have windows laptop at work, an Iphone for work and personal, abd an ipad, for work and personal. I can access the same planner from any of these and it syncs between all three. Customer service was great as i messed up the first install and they helped me download it again and helped get it to work. I can imbed pictures right into the notes I am taking. If you have ever used a planner like Franklin you will really love a digital version.
OneNote Digital Planner
5
2020-01-14T19:54:37-06:00

Thomas Chapman

Excellent product and since i purchased the version for OneNote and OneDrive it works seamlessly across all devices. I have windows laptop at work, an Iphone for work and personal, abd an ipad, for work and personal. I can access the same planner from any of these and it syncs between all three. Customer service was great as i messed up the first install and they helped me download it again and helped get it to work. I can imbed pictures right into the notes I am taking. If you have ever used a planner like Franklin you will really love a digital version.

Scott Nelson

I love this planner so far. Love having the feeling of writing notes as well as writing out my thoughts and actions for the day. Reminds of the days I used a Franklin Planner. Believe this planner also enhances my workflow as I can now go totally paperless and write my meeting notes right on the meeting pages rather than on paper and retype them later. Combined in daily review and with Omnifocus as my task manager my workflow I believe has been greatly enhanced by this planner.
OneNote Digital Planner
5
2020-01-11T11:04:35-06:00

Scott Nelson

I love this planner so far. Love having the feeling of writing notes as well as writing out my thoughts and actions for the day. Reminds of the days I used a Franklin Planner. Believe this planner also enhances my workflow as I can now go totally paperless and write my meeting notes right on the meeting pages rather than on paper and retype them later. Combined in daily review and with Omnifocus as my task manager my workflow I believe has been greatly enhanced by this planner.

Darren G.

Really appreciated the personalized chat and guidance provided. I probably wouldn’t have purchased without the chat. I love the product!!
OneNote Digital Planner
5
2020-05-23T07:02:46-05:00

Darren G.

Really appreciated the personalized chat and guidance provided. I probably wouldn’t have purchased without the chat. I love the product!!
4.9
25
OneNote Digital Planner

Installing Planner

We know you are excited to get started with digital planning and you are almost ready to begin. Installing the planner is the most important step of the guide! Please take a breath, slow down, and follow each step. We have provided walk-through installation guides for all planner versions.

We also offer remote installation service. For $5, we can schedule a time and walk you through the installation process. This 20-minute session ensures you are installed and your planner is syncing. Learn more

Import PDF Planner Into Goodnotes

Key2Success PDF Planner Installation Walk-through Guide How to import files into GoodNotes 5 You can easily import a supported file with one of the following methods. Importing from within GoodNotes Tap the New... icon (large plus icon) in the Documents tab and choose Import, then: - To import one file, tap ...
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Importing Notebook into OneNote

Import Key2Success Planner for OneNote No matter what version of OneNote you use, you can upload the notebook through this process. OneNote for Windows 10 OneNote 2016 OneNote 2013 OneNote 2010 OneNote for MacOffice for business OneNote for the web OneNote for iOS OneNote for Android phones. GETTING STARTED Install from ...
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Key2Success™ Training Resources

We continue to provide training resources that will help you jump start your digital planning experience. In addition to training videos on our planner, we provide product reviews of the latest technologies used in digital planning. Make sure to visit our YouTube page and subscribe for the latest videos. VISIT HERE

Key2Success Training Guide

Digital Planning Training Resources

Digital Planning Training Resources In this video series, Branden takes you through each of the custom built planning pages in the digital planning system. Follow along with us and learn how to use the Key2Success™ Planning System to its fullest capabilities.Branden explains how he sets up his OneNote Digital Planner, the Key2Success Planning System. I recently have seen a high number of requests from OneNote users, asking how I set up my weekly planning. Here ...
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Key2Success™ Support and Q&A

As our community grows, our users give us feedback on issues they face with technology improvements. We do our best to address questions with users. Check out our library of commonly asked questions.

tech support digital planner

Tech Support for Digital Planners

Thank you for your interest in our planners! If you are having difficulty with downloading or installing your planner, or simply have a few questions about the planners, we've compiled a handy list of references and suggestions here.  We encourage you to review this page to troubleshoot any issues. If you are still experiencing problems, please don't hesitate to contact us! (NOTE: Haven't received an email with your download yet? Check your SPAM folder!) We do have a chat feature on our website, but are not always available. If you leave your email address in the chat, we'll respond within ...
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