Key2Success Training: Free Digital Planner Video Tutorials
Training videos on this page, from your first weekly plan to organizational change.
To finish Series 1. One video a day gets you through it in your first week.
App and device playlists on YouTube, covering every planner we support.
YouTube subscribers learning digital planning on the channel.
A planner does not make you more productive. The way you use it does. That is why every Key2Success planner comes with this training library at no cost. It is the same method I teach in one-on-one coaching, recorded so you can work through it at your own pace on any device.
Give Series 1 three videos before you judge it. Video Two teaches the weekly plan, and by Video Three most people see how the weekly plan and the daily Key 3 work together. That is the moment the system clicks.
New to Key2Success? Start here
- Install on one device and let it sync. Use the install guide for your app in the app training section. Add a second device only after the first one has fully synced.
- Watch Series 1 in order. Six short videos, about 35 minutes total. Plan along in your own planner as you watch.
- Run your first weekly plan. Give it 15 to 20 minutes at the end of the week, then write your Key 3 each evening.
- Add Series 2 when you are ready to build. Once the weekly rhythm feels natural, the professional pages help you plan a business, a team or a career move.
- Learn your app. Bookmark the playlist for your app. New tips and features land there first.
Almost everyone starts Series 1. The shift happens by the third video. That is when people realize the weekly planning page is where they decide their priorities, name what is most critical, and schedule the work that moves their goals and vision forward. Then they see how the Key 3 they pick each day shapes the outcome of the whole week. The reflection step is what keeps it grounded: it brings you back to your own thinking before you plan the next week.
The people who skip ahead to daily pages without a weekly plan are the ones who tell me the planner is not working. Watch the first three videos in order.
Series 1: Productivity and Intentional Focus
For anyone who wants more focus and a daily rhythm that holds. Six videos, about 35 minutes. Each one builds on the last, so watch them in order.
How to Increase Productivity and Focus with Digital Planning
Start here. The overview of the Key2Success system: how weekly, daily, monthly and goal pages work together so your planner drives focus instead of collecting tasks.
How to Weekly Plan with a Digital Planner
The 15 to 20 minute weekly session that anchors everything: review what you accomplished, name the distractions, reset priorities, then set intentions for a calm start to the week.
How to Maximize Your Day with Daily Planning
Use side-by-side annotation to pull calendar items into your planner, pick your Key 3 for the day, and close the day with a short review.
Setting Focus and Priorities through Monthly Planning
Roll weekly and daily planning up into a monthly view: key roles, accountability, project timelines and the Ideal Week page for routines that fit your current season.
Establishing Your Vision through Digital Planning
Where the planner becomes more than a planner. Brainstorm on the Vision Board, write a vision statement, and break it into steps you can act on this year.
Setting Goals and Action Steps with a Digital Planner
Build goals across the four cornerstones (self, relationships, community, career), then outline, blueprint and attach the courses and resources each goal needs.
Watch all of Series 1 on YouTube
Series 2: Building Framework
For business owners, leaders and anyone building toward a long-term goal. Five videos, about 36 minutes, built around the professional pages of the planner.
How Key2Success Was Created and How It Changed My Thinking
The story behind the system and the professional planning philosophy that ties every timeframe together. Watch this before the Professional Builder videos.
Creating a Business Plan with the Professional Builder
How I started a business at 20, hit $84,000 in sales in six months, and grew through an acquisition and SBA lending. Then how to map your own plan in the Professional Builder.
How to Break Down Boulders
The Boulder Breakdown page: name the challenge, record what you have already tried, and spell out the long-term risk of leaving it alone. Motivation to act rises with the cost of not acting.
Implement Action for Success: The Strength Maximizer
Identify the talent and resources you already have, how well you use them, and how roles and staffing need to shift as you grow.
Organizational Change That Leads to Success: The Adaptation Process
Plan change on purpose: who it affects, what triggers it, who owns it, and how you communicate it so people buy in instead of push back.
When organizations get into Series 2 and start building the framework, they stop seeing their challenges as a list of hurdles. They start connecting those challenges to their goals and vision. The Boulder Breakdown becomes the action plan, the Adaptation Process names the changes the organization has to make, and the Strength Maximizer shows how the strengths they already have can drive the vision forward. The challenges stop being holdbacks on growth and become the opportunity.
Watch all of Series 2 on YouTube
Coming next: Series 3 on business operations and team development
Series 3 is in development. It builds on the Series 2 framework and focuses on three areas: business organization, day-to-day operations, and team development. Series 1 and 2 remain the core of the system, so start there.
Get the training one day at a time, and be first to see Series 3
Seven short emails walk you through Series 1 in the right order, with one planning action per day. You will also get early access to Series 3 when it launches.
