CREATE YOUR DIGITAL PLANNER

WORKBOOK
CREATE YOUR DIGITAL PLANNER

S T EP 1: S T Y LE
WORKBOOK

Congratulations!

S T EP 2: C O NT ENT
You’ve just taken a huge first step towards creating a
digital planner to sell in your online store!

When I started my Etsy store I was SO nervous about

listing my first planner. More than a year after opening
my store, and hundreds of happy customers later, I’m so
glad that I didn’t let that fear of getting started hold me

S T EP 3: R ES O U R C ES
back.

This workbook breaks down the steps that you need to

take to get started creating your planner into a simple
action plan.

You’ve got this!

S T EP 4: S C HEDU LE
Happy creating,
Michelle

C ONG RATUL ATIONS!

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 STEP 1: CHOOSE THE STYLE OF DIGITAL PLANNER
THESE ARE MY THREE FAVOURITE STYLES OF DIGTIAL PLANNER. PICK WHICH STYLE YOU WILL CREATE!
MY CHOSEN PLANNER STYLE IS:
OPTION 1:
PDF PLANNER
APPEARANCE
• U s ual l y de si g n ed to l o o k l i ke a
pape r pl ann er
• Ofte n i n cl ud es hy p erl i n ks fo r ea sy
FEATURES
navi g at i on
• Pl ann e r de s i g n i s n o t ed i t a b l e by
t h e c us tom er
• Pl ann e rs c a n b e s h a red b etween
mul t i pl e us ers a n d d ev i ces ( n o te:
de pe n ds on t h e cu s to m ers ch o s en
n ote - t aki n g a p p ! )
• Create d w i th i n a g ra p h i c d es i g n
SOFTWARE
s oftware ( e .g . Ad o b e I n d es i g n ,
A ff i ni ty Pub l i s h er, A p p l e Key n o te,
Powe rpoi nt , Ca nva )
• U s e d by t h e cu s to m er i n a
PD F n ote - t a ki n g s o f twa re ( e.g .
G oodn ote s , N o tes h el f, N o t a b i l i ty )
• Be s t for us e wi t h a t a b l et a n d s ty l us
PROS
• Pl ann e rs c a n cl o s el y m i m i c t h e
appe ran ce a n d f u n c t i o n a l i ty o f a
pape r pl ann er
• Qui ck an d ea sy fo r cu s to m ers to
dow nl oa d
• Not i deal fo r cu s to m ers wh o d o n o t
have bot h a t a b l et a n d a s ty l u s
CONS
• Pl ann e r de s i g n ca n n o t b e ed i ted by
e n d us e r
• T h e c us tom er w i l l n eed to b u y a
n ote - t aki n g a p p to g et t h e b es t u s e
out of t h e p l a n n er
OPTION 2:
ONENOTE PLANNER
• Can b e d e sig n e d to lo o k like a
pap e r p lann e r o r can b e d e sig n e d
sp e cif ically fo r use o n a co m p ute r,
tab le t o r p h o n e
• In clud e s a b uil t-in ‘ tab le o f co nte nts’
fo r easy navig atio n
• P lann e r d e sig n can b e fully e d itab le
by th e custo m e r
• P lann e rs can b e share d b e twe e n
m ul tip le use rs an d d evice s
• Create d within Micro so ft On e N o te
• Use d by th e custo m e r within
Micro so ft On e N o te
• B e st fo r use with a co m p ute r
• Micro so ft On e N o te is f re e fo r
p e rso nal use
• P lann e r d e sig n can b e e d ite d by
e n d use r
• Custo m e r n e e d s to fo llow
instruc tio ns to install th e n o te b o o k
to th e ir Micro so ft Acco unt .
Tro ub le sh o o tin g m ay b e re q uire d .
• Im a g e h eavy p lann e rs can b e slow
to loa d
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S T EP 1: S T Y LE
S T EP 2: C O NT ENT
OPTION 3:
NOTION PLANNER
S T EP 3: R ES O U R C ES
• I n clu des a bu il t-in ‘ ta ble of contents’
for ea sy nav iga tion
S T EP 4: S C HEDU LE
• Pla nn er design ca n be fu lly edita ble
by th e cu stom er
• Pla nn ers ca n be sha red between
mu l tiple u sers a n d dev ices
• Adva n ced fea tu res in clu din g ca ln da r
remin ders, da ta ba ses, ca lcu la tions
a n d m ore!
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• C rea ted within Notion
• Used by th e cu stom er within Notion
• Grea t for u se on a ny dev ice
in clu din g compu ter, ta blet or
ph on e
• Notion is f ree for persona l u se
• Pla nn er design ca n be edited by
en d u ser
• Notion is a rea lly powerfu l pla nnin g
softwa re. I t’s REALLY ea sy to over-
complica te you r pla nn ers.
 STEP 2: CHOOSE THE CONTENT

S T EP 1: S T Y LE
USE THIS PAGE TO BRAINSTORM THE CONTENT OF YOUR PLANNER.

I WILL MAKE A:

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IDEAS

• YE A R LY PL A N N ER • G ARDE N PL AN N E R • HABI T TRAC KER

• L I F E PL A N N E R • RECIPE PL AN N E R • J O URNAL

• M E N TA L H E A LT H PL AN N E R • TE ACH E R PL AN N E R • NOTEBO O K

S T EP 3: R ES O U R C ES
• WE D D I N G PL A N N E R • B UDG E T PL AN N E R • BUDGET WO RKSHEET

• B U S I N E S S PL A N NE R • INVE STME N T PL AN N E R • C HO RE C HA RT

• STU D E N T PL A N NE R • WORK PL AN N E R • MENU PL ANNER

BRAINSTORMING ZONE

S T EP 4: S C HEDU LE
C ONG RATUL ATIONS!

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 STEP 3: FIND RESOURCES

S T EP 1: S T Y LE
CREATING A DIGITAL PLANNER IS MUCH EASIER WHEN YOU’RE NOT STARTING FROM SCRATCH!

USE THIS PAGE TO KEEP TRACK OF THE RESOURCES (BLOG POSTS, VIDEOS, COURSES & COMMERCIAL USE TEMPLATES) THAT YOU
WILL USE WHEN CREATING YOUR PLANNER.

TO HELP YOU GET STARTED YOU CAN FIND MY RECCOMENDED RESOURCES HERE

THE RESOURCES I WILL USE ARE:

S T EP 2: C O NT ENT
S T EP 3: R ES O U R C ES
RESEARCH

S T EP 4: S C HEDU LE
C ONG RATUL ATIONS!

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 STEP 4: SCHEDULE TIME TO CREATE YOUR PLANNER

S T EP 1: S T Y LE
IT’S TIME TO GET TO WORK! USE THIS PAGE TO SCHEDULE TIME TO CREATE YOUR PLANNER.

S T EP 2: C O NT ENT
MO N TUE WE D T HU FR I S AT SUN
WEEK 1

S T EP 3: R ES O U R C ES
WEEK 2

S T EP 4: S C HEDU LE
WEEK3

C ONG RATUL ATIONS!

WEEK 4
WEEK 5

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 S T EP 1: S T Y LE
S T EP 2: C O NT ENT
CONGRATULATIONS!

S T EP 3: R ES O U R C ES
You did it!

I woud LOVE to hear about your results. Email me anytime at

hello@thebettergrind.com to tell me how you went, to share
feedback or to suggest any changes to this worsheet.

Happy creating,

S T EP 4: S C HEDU LE
Michelle

P.s. if you’re stuck feel free to email me too.

C ONG RATUL ATIONS!

I’m here to cheer you on!!

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