A good planner offers more than just space to write down your goals.

A good planner helps you build lifelong skills.

The Plan by Values framework was developed by a neurodivergent mom with chronic illness, who realized that the best planner in the world isn’t enough, if you:

• Don’t have clarity on which core values motivate you
• Are chronically working at or beyond your capacity
• Have a never-ending task list cluttered with tasks that don’t actually move the needle on the your priorities

The Plan by Values framework is more than a planner. It is intended to be a support system to help you:

• Gain clarity on your true priorities
• Use your natural strengths to make progress easier for you
• Build skills that gain you more margin
• Create a sustainable pace and a curated task list

This planner has a lot, but use as much or as little as you feel ready for. The undated format allows you to move at your own pace!

What is in the planner?

• Guides for learning your core values, calculating your capacity, and curating your task list
• Quarterly, monthly, and weekly layouts for planning
• Daily records
• Trackers and reference pages
• Blank notebook paper

See details below for a complete list.

What comes with the planner?

• A PDF of The Six Core Values workbook, to help you learn how those values motivate you
• A PDF of the trackers included in the planner, to print and use in your home

Note: These items are for personal use only and may not be used commercially or resold.

Specifications

• 216 pages
• 8.5” x 11” (Letter size)
• 60# text paper (90 gsm) - Suitable for most pens and highlighters
• Glossy cardstock cover
• Black spiral binding

Variations

• Vertical weekly format, Sunday start
• Vertical weekly format, Monday start
• Horizontal weekly format, Sunday start
• Horizontal weekly format, Monday start

Planner Sections (Complete List)

Plan the Quarter

• How it Works
• Your Core Values Alignment
• Planning for Your Values: Vision-Driven
• Planning for Your Values: Adventurous
• Planning for Your Values: Limitless
• Planning for Your Values: Understanding
• Planning for Your Values: Enriching
• Planning for Your Values: Structured
• Your Longterm Vision
• Why Plan by Quarter
• Looking Ahead: This Quarter
• Brainstorm Intentions
• Calculate Your Capacity
• Set Your Intentions: Hearts
• Set Your Intentions: Home
• Set Your Intentions: Health
• Set Your Intentions: Hustle
• Set Your Intentions: Higher Focus
• Quarterly Vision Summary
• Baseline - Balance - Bonus
• This Quarter Continuous Calendar
• Monthly Planning
• Looking Ahead: Next Quarter
• Additional Notes & Thoughts

Plan the Week

• 13 weekly vertical planning spreads
• Flexible task scheduling using the Alistair method
• Space to meal plan and note the week’s projects
• Weekly Factor Tracker to determine factors that might influence capacity
• Weekly review of unfinished tasks to see what might drop off the list
• Weekly evaluations and reflections
• Weekly notes

Record the Day

• Daily 1/2 page formats for jotting down weather, mood, important details, wins, challenges, plan for tomorrow, notes, and other details

Trackers

• Year-at-a-Glance
• Event Tracker
• Quarterly (13 Week) Tracker
• Habit Stacking Principles
• Habit Stacking Guide
• Pursue, Pivot, Postpone, or Pull Out?
• Decision-making Questionnaire
• Mind Map
• Goal Summary
• 30 Day Incentives Tracker
• Project Tracker
• Flexible Project Tracker
• Kanban Board
• Ta Da! List
• Ideal Weekly Flow (by Hour)
• Ideal Daily Flow (by Hour)
• Ideal Weekly Flow (Time Block)
• Ideal Daily Flow (Time Block)
• Gamify Your Tasks
• Weekly Focus Finder
• Weekly Chore Chart
• When Did I Last...?
• Master To-Do List
• Monthly Budget with Finances Tracker
• 24-hour Tracker
• Health Tracker
• Research Tracker
• Expertise Guide
• Monthly Memory Snapshot
• Reading Tracker
• Movies & TV Tracker
• Blank notebook paper (dot grid, grid, and lined)