My Top 2 Favorite Planning and Productivity Tools

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I LOVE to organize and plan but I’m not good with spreadsheets or project management or admin stuff. I don’t know how I’m not good at the latter when I also enjoy budgeting and making and checking off lists!

All of that has nothing to do with anything.

On to the point! Organizing, planning, budgeting, making lists, and calendars…each of these are vital for me to be the person I desire to be and accomplish the goals set before me.

I’m naturally an organized/planner type person but towards the end of the year and the beginning of the next, this part of me kicks into high gear.

And since so many people have goal setting and life planning on the brain right now, I figured I’d share my two favorite ways to stay organized.

Evernote and iCalendar.

Without these two, all of my life would be a jumbled heap of a mess.

It’s important that you track your progress throughout the year and these are some tools that will help you do just that.

Accomplishing one goal yields momentum that helps you accomplish the next. By tracking your goals and checking off the little things along the way, I promise by the end of 2016 you will have accomplished some major things!

So let’s get started!


I LOVE iCalendar and have used it for the past two years…mainly because it is colorful (just being honest).

It syncs great with my work and personal calendars and it has week, month, day views plus reminders and alerts and notes. It’s just all around greatness to me.

I also use it on my iPad.



My brain and all of it’s ideas, thoughts, lessons, and randomness are stored somewhere in my Evernote. I’m not being dramatic here.

It is such a powerful productivity tool and there are so many different ways to organize all of your data.

I’ve collected and created a gang of templates to help us goal set and keep things on track this next year!

If you don’t use Evernote, you should be able to copy these items and paste them into Microsoft Word.

Feel free to grab them! I’ve made them all shareable. There are 9 different Templates available right now.

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You’ll notice there are links, much like a menu on a website, at the top of some of the templates. I customized the links to go directly to the pages I wanted, and I changed the color on each page so I’d know which link I just clicked.

You can customize your links once you copy the templates into your own notebooks.

There are so many cool things you can do with Evernote!

I will be updating and adding to this Template Notebook  as I continue to find more ways to organize my life, so feel free to keep it handy for your own personal uses as well!

As a bonus, I created a template version of my Spending Plan that I made to do my budget every pay period. You can read more about my budgeting system here to get a better understanding of how to use this template. I also included some explanations in red on the template. Enjoy!

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All Templates Here:

Below are links that will allow you to individually save each template you’d like to your Evernote by clicking the “Save to Evernote Button” at the top right corner of the page:

Today Quadrant Template

Monthly Calendar Template

Project Template

Goals Template

Weekly Calendar Template

Daily To-Do Template

Yearly Calendar Template

Daily Calendar Template

Spending Plan Template

Hope you enjoy and find these tools useful!

Happy New Year!

How do you organize your life? Share some of your tips and favorite tricks below!

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