Paper to Digital Step-by-Step

Step 1: Choosing the Right Device

The first and most important decision when switching to digital planning is choosing the right device. This is usually the most expensive part of the process, but many of you already own a device that could work. The key is to determine what’s best for you. Here are a few popular options:

• Apple iPad (Pro or Mini): One of the top devices for digital planning, especially for those who love handwriting notes. It supports the Apple Pencil, and the experience is designed to feel as close to paper as possible.
• Microsoft Surface: The Surface Pen works well for note-taking, and it was one of the first devices that could truly replace a paper planner for me.
• Samsung Tab: Another great option for those using Android platforms.

To find the perfect match for your needs, head to our website, where we outline which devices pair best with different planning apps. Your primary goal should always guide your choice of device—whether it’s handwriting, organizing tasks, or syncing across platforms.

Step 2: Selecting the Best App

Once you have a device, the next step is choosing the right app. The most common ones we hear about are:

• OneNote
• GoodNotes
• Noteshelf
• Notability

Each of these apps has its strengths, but the main distinction lies between OneNote and PDF-based apps like GoodNotes. Let’s break them down:

• OneNote is available across all platforms (Apple, Windows, Android) and is ideal for those who need universal access. It syncs seamlessly with OneDrive and offers great flexibility in organization.
• GoodNotes is my personal favorite for digital planning because of its intuitive design and smooth handwriting experience, even though it occasionally has update issues. It’s perfect for those who prefer a PDF-based approach to planning.

At Key2Success, we support all major apps and offer guidance on setting them up. If you need help, check out our tutorial videos that walk you through the installation and usage of these apps.

Step 3: Finding the Perfect Planner

Now that you have your device and app, the final step is choosing a planner. There are many options, and yes, I’m biased, but I believe the Key2Success Planner is designed to meet the needs of professionals balancing work, community, and personal life.

Our planner is built to help you:

• Achieve your goals
• Focus on what matters most, whether it’s daily, weekly, or quarterly
• Stay motivated by tracking progress and checking off tasks

Of course, there are plenty of other digital planners out there. You can browse sites like Etsy or Google for digital planners, but make sure they meet your needs. If you’re considering developing your own over time, that’s always an option as well.

The Benefits of Going Digital

Switching from paper to digital planning can feel daunting, but it offers unmatched convenience and flexibility:

• Portability: Access your planner from any device.
• Customization: Digital planners allow you to personalize layouts and designs.
• Eco-friendly: No more paper waste!

If you’re ready to go digital, this is the perfect time. Find the right device, choose an app that works for you, and explore planners that fit your lifestyle. We’d love to have you join our Key2Success community! We’re dedicated to helping you make the transition from paper to digital planning as smooth as possible.

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