Franklin Planner Software

[Liisa Komara]

TheFranklin Planner is a paper-based time management system created by Hyrum W. Smith first sold in 1984 by Franklin International Institute, Inc. [1] The planner itself is the paper component of the time management system developed by Smith. Hyrum Smith in turn based many of his ideas from the teachings of Charles Hobbs who utilized a similar instrument called The Day-Timer, which predated the Franklin Planner.

The planner pages are drilled, loose-leaf style pages in different sizes and formats. Formats have been updated through the years, but most planners contain areas for an appointment schedule, prioritized daily tasks, and notes. A key section at the rear of the planner contains addresses. Other inserts include ledger sheets for tracking finances or vehicle mileage, exercise logs, and other individualized reference materials.

Because of its overall design, the Franklin Planner system lends itself to use as a tickler file, as well as a long-range planner. Most annual versions of the page inserts for the Franklin system include yearly calendars for at least five years; future monthly calendars for at least three years; and then the current year's pages and associated monthly calendars for planning. When used as a total package, the system provides a means of tracking minute details; storage of signed agreements (especially if pages are archived in the archival binders); and tracking of business and personal expenses for taxes.

The Franklin Planner is marketed to consumers through an e-commerce web site, a US-based call center, and a GSA government contract. Marketing channels also exist outside the United States of America.[2]

The Franklin Day Planner was first produced in 1984 by the Franklin International Institute, Inc., which later became Franklin Quest. In 1997, Franklin Quest and the Covey Leadership Center merged to become FranklinCovey. The Franklin Planner has continued to be sold under the FranklinCovey name to this day. However, in 2008, FranklinCovey sold its Consumer Solutions Business Unit, including Franklin Planner, to a private equity firm.[3] The parent company of the Franklin Planner is currently FC Organizational Products, LLC, which is the exclusive worldwide licensee of the FranklinCovey brand.[4]

In addition, they have single month undated packs in a some of the options (found in the forms area of the planner accessories section on their website). These give you the option of trying a single type for a month before purchasing a full system. The single month pack can also be used to bridge the gap to the next quarterly start date.

My current pages are the Blooms two-page-per-day. Back in 2018 when I first wrote this post, I was using the Her Point of View two-page-per-day pages so you can see that I mix it up but usually stay with the same basic format. The left-hand page includes miniature calendars of the current month and the next month, task list, appointment schedule, and daily tracker. On the right-hand page there is a quote and then a daily notes section.

In the Prioritized Daily Task List section (A above), there are three columns. The first column is for marking task completed, forwarded, deleted, delegated or in process. The second column is labeled ABC and is for prioritization using the Franklin ABC-123 system and the final column is for the actual task description.

The Daily Notes page (D in the photo above) provides extreme flexibility. First, this page can be used for an expansion of the task or appointment descriptions. Just put a small number in a circle at the end of a task or appointment on the left page, then put that same number in the first column of the daily notes page with additional information in the other column.

Currently this area has a couple of functions. I still note discussions or phone calls on the page, but I also note accomplishments or challenges. In addition, I recap my day each evening making my planner serve as a journal too. They also have cutaway daily notes pages so you can add a page if your notes for a specific day are lengthy. These pages are a little shorter than the regular pages so the date and calendars still show above them.

I have a perpetual calendar in my planner that has all of the important dates for my family so they can be added to the appropriate days. A blank one comes as part of the Starter Pack and the Occasions Forms Pack.

I also have a section that keeps track of our monthly bills (when I paid them and when the payment posted) as well as our budget and other expenses. I use forms that I created for this but they have a Financial Plans Pack that can be used also.

All Franklin Planners provide quality systems that will work for almost any lifestyle. I would recommend these planners to anyone, especially the two-page-per-day, ring-bound planner system. You can even get 15% off your first order if you use the link below and provide your email address.

Glad you found the review useful. I also began with DayTimer and then switched to the Franklin system after attending one of their training classes. Like you I absolutely love the Frixion pens. They make it so easy to color code everything but still have the convenience of erase-ability.

Hello my friends, I hope you're doing well. I'm so excited because in this video, I will be reviewing Monarch size planners. This video will be helpful if you're trying to figure out which size planner that you want to get and if you're wondering if a larger size planner will work for you. I'm going to review a Monarch size Wire-Bound cover, a Monarch size Ring-Bound cover, a Monarch size Wire-Bound planner and a Monarch size Ring-Bound planner which I'm going to show you a moment when I open this up.

If you're new here hello, my name is Tonya and I make videos on functional and practical planning. If being organized and productive is something that interests you, please be sure to hit the like and subscribe button.

Now my first impressions of the Monarch binder is that it is truly Monarch. It is huge. It is big. Compared to my classic size binders it is very much big. So here is a classic size Wire-Bound planner that I sell in my shop. And as you can see here, there is a huge difference in space that is taken up by this other Wire-Bound cover.

So, let's talk about who would benefit from a large size planner. So, if you're the type of person that wants to use a regular sheet of paper in the United States, a normal sized sheet of paper looks like this; is eight and a half by 11 inches. Now if you want a planner that is this size with Franklin Covey, you will have to get what's called the Monarch size. The Monarch size is for people that need to take a lot of notes and that need a lot of page real estate. The Monarch size is also for people that will leave their planner stationary on a desk. This is not the size that in my opinion you would want to use if you're going to port it everywhere or take it everywhere with you.

I think the Monarch size is a great size for students because students that are in college or in some places, they call it University. A lot of times students that need an academic planner, they get the larger size because they get regular size sheets of paper. So, they'll get a syllabus or assignments that are on a regular size sheet of paper. And with that, you can just simply put that paper in your planner and have it with you. You wouldn't have to worry about taking a piece of paper and folding it in half in order to fit into your classic size binder or your compact size binder or your pocket size binder. Pocket size is really small.

When it comes to portability, let me show you how that would look. So, I have here one of my tote bags. So, I'm going to just place- this in a large regular size tote bag that the average woman would carry. If you put the Monarch size in this tote bag, it looks like this. So, it fits in. Its briefcase size. In my opinion, it will fit a case that would carry a laptop, but it could be heavy to carry this and a laptop together by the way. So, this is how it would look in a normal size tote bag.

Now I purchased these items. This was the first time that I've ever received a Monarch size cover. And I must tell you that I was surprised by the size of it. I was expecting it to be a little bit smaller, more similar to this size, like a regular sized sheet of paper. But I understand why it had to be made wide; because it needed to accommodate clearance for the zipper, for the pockets, to be able to open and close it comfortably. I get all that. And to be able to house a regular sheet of paper and pen loops and you don't want the paper hitting against your pen loop. So, I understand why the covers were made a little bit wide; it is quite a size to deal with.

Another type of person that will be interested in a Monarch size planner is if you're like me, the older I get the more I have trouble with my eyesight. So, I was interested in seeing a Monarch size planner because I thought I would have a larger font and more real estate to write on in the planner and everything would just be larger and it will make it easier on my eyes. So that is part of the reason why I decided to try out the larger Monarch size planner.

Hey guys, I was editing this video and realized that I didn't complete my thoughts on the font size. So, if you're looking to get the Monarch size because of the larger font, you're making an assumption that the font will be larger. This is the binder from my shop which has seven rings, it fits Franklin planner inserts. And let's quickly compare the font.

Now I think going back and forth to college is fine with this because you may already have books anyway, while a lot of books are electronic these days. But you may already have books anyway, this will just kind of just fit in with all the other books that you carry.

If you own the Monarch size, can you please leave a message in the comments and let us know how you use the Monarch size and if you like it because a lot of times people read the comments underneath these videos, and you guys sometimes leave the most insightful information. So please feel free to leave a comment. You can leave a comment anyway but especially if you own the size planner, I would love to know what you think.

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