A paper planner tool for the weekly review

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My paper planner began gathering dust as I switched to an Android smartphone and tablet. I transformed it into a tool to use at my desk for the weekly review. This clarified the process for me and makes it more visual. I spiffed it up with custom tabs and slash pockets from Day Runner. My tabs are: Today’s Schedule, Projects, Goals, Follow-up, Ideas, and Notes.

Set Up Part One

Permanent printable information to consult on each process:

Set Up Part Two

Personal lists that change frequently:

  • To Do List (next actions)
  • Repeating tasks
  • Projects
  • Goals
  • Follow up
  • Mission statement
  • Ideas

I now use Google Task Taskary is my go-to app for my to-do list. (see Android Apps for Productivity) The other lists I keep in Google Drive, but sometimes forget to look at them. I like to print the frequently changing lists during the weekly review, and put them in the slash pockets. This makes them more visually accessible than a computer list and more visually attractive than a hand-written, scribbled up paper version. There are also adhesive plastic pockets (the kind for business cards or floppy disks) applied to the index tab dividers to hold information. My to-do list I print out and keep in a leather holder with blank index cards for notes on the other side. I add tasks via Google Tasks when I’m at the computer, or via the apps on my smartphone or tablet. To print the to-do list, the Gtasks app works best for sending myself an email. I then copy the list from email, paste it into a word processor and delete the repeating tasks that I don’t need. I also print a monthly Google Calendar for my desk with events, regularly scheduled meetings, and birthdays. This seems to work best when printed from the Chrome browser.

Weekly Review

Weekly Review

Review of Projects list on a yellow legal pad and to-do list in leather index card holder

Update: Four free printable planner inserts, and four more.

The portable gtd mini system includes nine information cards in one pdf file, folded productivity info, and folded goal info.

See also: Planning & Weekly Review

I enjoy finding great information, combining it in new ways, and packaging it creatively. I'm highly interested in the areas of goal setting, time management, and skills to improve life.

Posted in productivity
17 comments on “A paper planner tool for the weekly review
  1. Gabe says:

    Nice post. Would it be possible to some how package all your PDF’s for this into a single file for users to download? That would be super swell!

  2. Bill says:

    I use a hybrid system (half paper / half Outlook) in my productivity system as well. I’ve tried to eliminate paper several times, but I keep coming back to it. It seems to be a combination of the visual layout and physical motion (writing / moving pages) that makes paper ideal for certain things.

    Right now, I use a paper planner from the Bubble Planner for my daily and weekly reviews. The activity log is perfect for tuning up my system. Outlook is still my preference for both the Calendar and Contacts.

  3. […] newly spiffed up paper planner for the weekly review is working well. I found nifty slash pockets that fit the planner to hold the frequently changing […]

  4. […] Lists and the Weekly Review  /  Rosemary Hohn […]

  5. […] see also: Weekly Review, Planning, Tools, and Paper Planner Tool for the Weekly Review […]

  6. […] Comments A paper planner tool for the weekly review « Daily PlanIt on Weekly ReviewWork Wonders « Daily PlanIt on Free ToolsGet Organized with Home […]

  7. jitendra says:

    EXELLANCE STUFF FOR SELF DEVELOPNENTFOR ENHANCE PERFORMANCE IN EVERY GENERATION

  8. […] for Planning | A paper planner tool for the weekly review Share this:ShareEmailPrintLike this:LikeBe the first to like this […]

  9. […] I have a separate system of project files in a wire step file holder. Since these sometimes change, I numbered them 1 – 6, but find I need a descriptive label too. In front of that is a plastic folder that holds my value statement and an outline of what I do, why I do it, and the features and benefits of each project. I keep a project master list in Google Drive and my paper planner tool for the weekly review. […]

  10. […] step on the right side. I also keep a list of projects in Google Drive and print out a copy for my paper planner for the weekly review. Here is a Project Master List (pdf). I have six current project files in a wire step desktop […]

  11. […] I send myself an email of my to do list from Taskary to print out as part of the weekly review process. see also Android Apps for […]

  12. […] I send myself an email of my to do list from Taskary to print out as part of the weekly review process. This could be done more frequently if needed. I keep it in a leather index card holder inside a […]

  13. […] A paper planner tool for the weekly review […]

  14. […] See also how I use my paper planner as a tool for the weekly review. […]

  15. […] two new videos: one demonstrating how to automate repeating tasks, and one explaining how I use a paper planner for the weekly review. Happy […]

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