INSTALLATION STEPS FOR KEY2SUCCESS USERS – Method 1 – Open Notebook Function

Microsoft recently introduced a new method of opening OneNote Notebooks. We are excited to share this new method with our community. Our first impression is that this installation method will change our OneNote Users’ relationship with digital planning. We ask that you attempt this installation method and provide us with feedback. We will be updating our installation walkthrough video soon.  

For business and SharePoint users we have found success with this method. It does require you to move the notebook to your OneDrive.  You need to have the FULL version of OneNote ( If you do not have the desktop version of OneNote, you can click here to download< )                    The “Windows 10” version of OneNote will not work using this method. 

You first download your file using the link we provide either within your Key2Success account page, or the email we send out with your download links.  We recommend downloading your .Zip file to your DOWNLOADS folder.  Once downloaded follow the steps below.

          1. It’s VERY important to RIGHT-click and Unzip the folder found in the file you previously downloaded. Right-Click and choose “extract here” (we recommend extracting to your “Downloads Folder”.  This unzipped folder is your notebook folder. (NOTE: You have to right-click and extract. Double clicking does not extract it properly.) Menu options for extracting files from a zipped folder in Windows, highlighting "Extract All..." for users following digital planner installation steps.
         2. The next step is to open the Extracted folder (located in your downloads folder) NOTE: (it should not have a zipper on the icon)

        Folder view of downloaded OneNote Hyperlinked Business Planner files in the Downloads directory, showing various file types and sizes, relevant for digital planning setup instructions.                                                    

        3. Inside of your extracted folder, you will see 2 options.  One folder says “Sunday Start” and one is unlabeled.  The unlabeled one is for the Monday Start version of the planner.  Open the folder of the version you would wish to use as the first day of the week.

      2. File explorer window displaying extracted Key2Success Personal Pro folders for digital planners, including "2023 Key2Success Personal Pro" and "2023 Key2Success Personal Pro - Sunday Start." 
      3. 4. Inside of either the “Monday Start” or “Sunday Start” folder there is an icon that says “open notebook.onetoc2” It is very important to right-click this icon and move on to the following step.
      4.  

        Open Notebook.onetoc2 file highlighted in OneNote folder for digital planner setup.

        5. The next step is to hover over the “open with” section and then choose “OneNote”  NOT “OneNote for Windows 10”

Open with OneNote option highlighted in file explorer, showing steps to access Key2Success digital planner notebooks.

           6. You planner will now be open but it is in “archive mode”  The next step is to click on “File” in the upper-left area of OneNote.

OneNote interface displaying a digital planner page titled "Goals" with sections for goal summary, reasons, brainstorming, and key action steps, relevant to Branden Bodendorfer's Key2Success digital planning resources.

        7.  To finish uploading the planner Click on the “Settings” Button to the left of the name of your planner, then click “Share or Move”Notebook information screen in OneNote showing options for managing notebooks, including "Settings," "Share or Move," and various linked planners, relevant to Key2Success digital planning instructions.

        8. The last step is to choose the OneNote account you would like the planner associated with.  (many users have multiple Micosoft accounts, be sure to choose the one you want as the Primary account)  
 
Notebook sharing interface in OneNote, highlighting "OneDrive - Personal" option for sharing Key2Success planners, with various notebooks listed on the left.
 
The planner is now installed here.  Please allow up to 2 hours (it can take that long) with OneNote open for them to fully upload.  To open on your other devices go to the OneNote app then click the “Notebooks” tab and there is a purple option that says “More Notebooks”  Here is a brief video that shows how to open on your other devices.  The example we show is for an iPad but it works similarly on other devices as well. Click HERE for instructions on how to open on your other devices.

If this method does not work for you, use Method 2.

  

Possible Errors and Fixes

When opening the planner, a ribbon banner across the OneNote application states “Shredded Section”. To resolve this error, please continue with the installation by sharing the Notebook with OneDrive within the OneNote Application. Allow time for the notebook to sync.