Planner For A New Homeowner

how to organize a planner for a new house

Moving into a new house is an exciting time, but it can also be overwhelming. There are so many things to think about and organise, from packing and unpacking to setting up utilities and services. The key to a smooth transition is to create a detailed plan and stay organised. That's where a planner comes in. A well-organised planner can be a game-changer and help you stay on top of your to-dos, manage your time effectively, and ensure a stress-free move.

Characteristics Values
Choose the right planner Consider the planner's size, layout, binding, and aesthetics. Decide if you want one planner for everything or multiple planners for different areas of your life.
Add events, deadlines, and appointments Include important dates, appointments, and deadlines, using color codes or symbols to distinguish between different types of events.
Set goals Establish weekly, monthly, and yearly goals, breaking them down into smaller, manageable steps.
Create task lists Dedicate a section for to-dos and prioritize tasks using numbers, symbols, or highlighting.
Categorize tasks Categorize tasks by area of life, such as family, work, personal development, health, etc.
Time assignments Assign time slots to tasks and appointments, being realistic and allowing time for breaks and flexibility.
Planner format Decide between a paper planner or a digital planner, considering the features and benefits of each.
Planner frequency Choose between a daily, weekly, or monthly planner, or a combination, depending on your needs and preferences.
Planner accessories Utilize stickers, sticky notes, page markers, dividers, and other accessories to enhance your planner's functionality and personalization.
Planner maintenance Consistently update and review your planner, making adjustments as needed to stay organized and aligned with your goals.


Choosing the right planner

Type of Planner

First, decide on the type of planner that best suits your needs. There are various options available, such as compact paper planners that easily fit into your purse, medium-sized planners for on-the-go convenience, or larger desk planners that offer a comprehensive view of your schedule. Consider your lifestyle and how you plan to use the planner to determine the most suitable type.

Layout and Customization

Planners come in different layouts, including vertical, horizontal, and hourly formats. Choose a layout that aligns with your planning style and allows you to organize your schedule and tasks effectively. Some planners, like the Erin Condren LifePlanner™, offer high levels of customization, letting you select the layout, color scheme, and even personalize the cover with your name or a motivational quote.


The binding of your planner is another important consideration. Coil-bound planners, for example, are durable, customizable, and allow for snap-in accessories like interchangeable covers, dashboards, sticky notes, and pockets. On the other hand, softbound weekly planners offer a sleek and professional look with their lay-flat design. Choose the binding that best fits your preferences and planning needs.

Aesthetics and Personalization

Personalizing the aesthetics of your planner can make the planning process more enjoyable. Whether you prefer minimalistic and elegant styles or vibrant and colorful designs, find a planner that resonates with your taste. You can often customize your planner's cover design, color theme, and even add your own photos or artwork.

Accessories and Extras

Enhance your planner experience with accessories and extras. Colorful stickers, sticky notes, and interchangeable covers add creativity and fun to your planning routine. Additionally, consider accessories like elastic bands, page markers, and pen holders to keep your planner well-organized and functional.

Paper Quality

High-quality paper ensures a smooth writing experience and prevents your pens from bleeding through the pages. It is an important factor to consider, especially if you plan to do a lot of writing or decorating in your planner.

Purpose and Usage

Finally, think about how you will be using your planner. Are you a student managing projects, exams, assignments, and deadlines? Or are you a professional juggling work meetings and personal appointments? Understanding your specific needs and preferences will help you choose a planner that aligns with your goals and daily tasks.

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Planning and scheduling

Choose the Right Planner:

First, determine the type of planner that suits your needs. Consider whether you want a compact, medium, or large planner and if you prefer a paper or digital format. Decide if you want a pre-bound planner or one that allows you to add sections. Think about the layout that works best for you, such as vertical, horizontal, or hourly. Choose a planner that offers customisation options, like interchangeable covers, sticky notes, and colour schemes.

Set Up a Planning Routine:

Establish a consistent planning routine by dedicating a specific time each day or week to update your planner. For example, you can make it a habit to plan on Monday mornings for the week ahead, reducing stress and giving you a sense of advancement. Review your planner regularly to ensure you're on track and adjust your schedule as needed.

Structure Your Planner:

Devise a system for writing things down in your planner, ensuring consistency and easy accessibility to information. Include details such as locations and supplementary information like names and contact details. Utilise the features of your planner, such as notes sections, reference sections, and stickers or labels for marking important dates and tasks.

Schedule Deadlines, Events, and Appointments:

Transfer important dates, appointments, and deadlines into your planner. Use different colour codes or symbols to distinguish between various types of events, such as work-related appointments and personal events. This visual distinction will help you identify different aspects of your life at a glance.

Create Task Lists and Prioritise:

Dedicate a section in your planner for to-do lists, ensuring all tasks are in one easy-to-find location. Prioritise your tasks by categorising them into four groups: important and urgent (do now/very soon), not important but urgent (delegate or do second), important and not urgent (do third), and not important and not urgent (delete or do last). You can also create a "Top 3" list for the most critical tasks of the day.

Add Time Assignments to Tasks:

Allocate specific time blocks for different types of tasks or activities in your daily and weekly schedules. Be realistic about the time each task will take, and don't forget to schedule breaks and relaxation time. You can use time-blocking techniques or the Pomodoro technique to maximise your time and productivity.

By following these steps, you'll be well on your way to effective planning and scheduling, helping you stay organised, reduce stress, and achieve your goals.


Prioritising tasks

Categorise Tasks

Start by categorising your tasks into broad areas of your life, such as family, house, personal development, health, work, and finance. This will help you understand what needs to be accomplished and enable you to flip through your task pages effortlessly.

Prioritise with Numbers or Symbols

Prioritise your tasks by assigning small numbers or symbols next to them. You can use highlighting or colour-coding to indicate the level of urgency or importance. For instance, use "1" for important and urgent tasks that need immediate attention, "2" for not important but urgent tasks, "3" for important but not urgent tasks, and "4" for tasks that are neither important nor urgent.

Create a "Top 3" List

Simplify your day by creating a "Top 3" list of the most critical tasks. This approach will help you stay focused and ensure you tackle the most important tasks first. If you have more than three tasks, you can create an additional list to tackle during short breaks or after completing your top priorities.

Use a Priority Matrix

You can also prioritise tasks using a priority matrix, such as the time management matrix quadrants method. This involves categorising tasks into four quadrants based on their urgency and importance. Tasks that are both urgent and important fall into the "do first" quadrant, while those that are not urgent but important go into the "do second" quadrant. Tasks that are urgent but not important are delegated or done second, and those that are neither urgent nor important are deleted or done last.

Assign Time Limits

To stay on track and productive, set time limits for each task. Visually seeing the time limit will help you stay focused and aware of your productivity. Be realistic about the time each task will take, and remember to schedule breaks and relaxation time as well.

Review and Adjust

Finally, remember to review and adjust your schedule regularly. Life is unpredictable, and unexpected events or tasks may arise. By being flexible and adaptable, you can re-prioritise and move appointments around without feeling overwhelmed by an over-booked calendar.

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Organising sections and categories

Choose the Right Planner

First, you need to select a planner that suits your needs and preferences. Consider whether you want a compact, medium-sized, or large planner. Also, decide if you want a pre-bound planner or one that allows you to add sections. Determine if you prefer a vertical, horizontal, or hourly layout. You might also want to think about the binding, such as coil-bound or softbound, and whether you want to be able to add accessories like stickers, sticky notes, and interchangeable covers.

Monthly, Weekly, or Daily Planner

The type of planner you choose will determine how you organise your sections and categories. If you have a monthly planner, you can use it to track important dates and events. A weekly planner gives you a fresh start each week, while a daily planner allows for more detailed task management.

Sections and Categories

You can divide your planner into sections to make it more functional. For example, you can have a section for to-do lists, appointments, and important tasks. If you have an hourly layout, you can divide your day into morning, afternoon, and evening sections. You can also categorise your tasks by action, creating dedicated sections for lists, deadlines, and notes.

Colour Coding and Symbols

Colour coding is a fun and effective way to categorise your tasks, deadlines, and events. You can use different colours for work tasks, home tasks, or even assign a unique colour to each family member. Alternatively, you can use symbols or numbers to indicate priority levels, with stars, colours, or list order to distinguish between urgent, important, and less critical tasks.

Planner Accessories

To enhance your planner's functionality and aesthetics, consider using accessories like stickers, sticky notes, page markers, dividers, and interchangeable covers. These can make your planner more enjoyable to use and help you stay organised.


Using stickers and colour-coding

Colour-Coded Stickers

One way to organise your planner for your new house is to use colour-coded stickers. Assign a different colour to each category, such as birthdays, household chores, work events, social engagements, and doctor's appointments. This will allow you to easily see where your time is going each day and what types of things you are filling your days with. You can also use stickers to indicate priority levels or goal progress. For example, red for urgent and important tasks, blue for relaxing events or enjoyable activities, and green for health-related tasks.

Colour-Coded Pens and Highlighters

Another way to incorporate colour-coding into your planner is to use different coloured pens or highlighters. You can assign a specific colour to each family member and use those colours to delegate chores and tasks. Alternatively, you can use different colours to indicate different levels of urgency or importance. For instance, one colour for "must do", another for "should do", and a third for "could do". You can also use different colours for different categories, such as one colour for work, one for leisure, and one for family.


The great thing about colour-coding and stickers is that there is no right or wrong way to do it. You can explore different tools and techniques to find what works best for you. You can also combine colour-coding with other organisational methods, such as time-blocking and to-do lists, to create a comprehensive planning system that suits your needs.

Frequently asked questions

The first step to organizing a planner for a new house is to choose the right planner for you. Consider whether you want a compact, medium-sized, or large planner, and whether you want to be able to add sections. Also, decide if you want to use one planner for everything or have multiple planners for different areas of your life.

It's important to devise a system for writing things down in your planner. Be consistent and make sure all the information you need is easily accessible. Include the location and supplementary info such as names and contact details. Make use of any additional features your planner might have, such as notes sections, reference sections, and stickers.

Using a planner with organizing checklists for each room can help you declutter and simplify your space. You can also use your planner to keep track of important dates and events, create daily and weekly task lists, and set goals for yourself.

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