Planner Tips

November 26, 2021

What Makes Our Planner Different – (Podcast Ep. 8)

Posted in Lifestyle Planning, Planner Tips, Podcast Episodes

Listen on Apple Podcasts or Google Podcasts

In this episode, we give you a tour of the Evergreen Planner System.

There are so many planners out there—so did we decide to create another one? What makes our planner different?

We created this system because we couldn’t find a planner that felt intuitive—that brought all the different areas of our lives together. We didn’t want a planner for mom life, and another for our business, and a notebook for our hobbies, and something else for homeschooling. We wanted one tool.

So we created a planner that is minimalistic, intuitive, and extremely versatile. Instead of asking you to change the way you organize your thoughts, this planner was made to change and flex with your evolving needs.

Necessity is the Mother of Invention

When Shelby tucked her homemade worksheets under her arm on her way to her sister’s house on spring morning, she never would’ve believed that their lives were about to change forever. What she imagined would be a quick, casual chat about these personal-development exercises she’d created for herself actually turned into a flurry of innovation.

McCauley had been feeling pretty overwhelmed with her own attempts at getting organized. Her ideas and tasks were scattered between a cheap planner, two different calendars, and a few random notebooks.

What if the countless hours Shelby had been pouring into time-management research were combined with McCauley’s knack for designing aesthetic products that actually worked the way they were advertised?

The two entrepreneurial sisters went to work at the kitchen table—babies swaddled and strapped on—cutting and pasting together a dream planner. Instead of tweaking the hundreds of existing planners, they threw all convention out the window and started over.

The Evergreen Planner was developed to answer to these industry-disrupting questions:

What if you could see your week’s agenda at the same time as you plan your day?
What if you never felt lost in your own planner?
What if your planner could lead you through a simple series of prompts that quickly helped you organize your thoughts—but without overwhelming or distracting you?
What if your planner only contained the things you actually need to get organized and make progress—and nothing that you don’t?
What if your planner could be so classy that it actually elevated your aesthetic?
What if your planner could seem so intuitive, personal, and dynamic that it felt like a natural extension of your arm—a fully-functioning hub for your brain?

The Evergreen Planner System

Shelby and McCauley stopped at nothing to design a system that would effectively answer these questions. Even when it was suggested to them that their booklet designs would be too expensive to even manufacture, they pressed on, knowing that our groundbreaking dutch door layout would be key to planning with real life context.

Before it was even brought to market, this planner underwent a lot of rigorous field-testing. Every bit of feedback our beta testers gave us went into the refinement of this planner through six major prototypes.

The result is our wildly effective three-part system:

The Annual is the doorway to the system. This 12-month calendar booklet provides a birds-eye view of your year with the powerful addition of plenty of flex space to map goals and plan your year. Each month spread is followed by three blank bullet grid pages. Learn more here.

The Monthly is the muscle of the system. It’s an undated 5-week planner booklet with weekly and daily spreads. This is the only planner booklet you’ll find on the market with a dutch door layout that allows you to see your day and your week’s agenda simultaneously. Each week spread has a vertical calendar to write dates, habit trackers, and plenty of customizable flex space to write lists, map week goals or brain-dump ideas. Each day spread has a time blocking section, correlating to-do list, micro-journaling prompts, and plenty of flex bullet space. These booklets come subscription box style every quarter—or in a year bundle—so you never run out of planner. Learn more here.

The Cover is the glue that binds the whole system together into one unit. Handcrafted locally in genuine leather and designed in a traveler’s journal style, it protects your planner booklets with class. It has six pockets in varying sizes to carry loose papers and lists, extra spine elastics for additional booklets, and two elastic loops to hold pens or washi tape. It’s enduring, and incredibly stunning. It is a piece you will use and treasure for years. Learn more here.

This planner has become an integral part of our intentional lifestyles. It helps us bring our goals into context with the realities of our lives, and translate our long-term intentions into daily choices.

We dive more into this in today’s episode, and share the impact that this innovative system has had on each of our lives. We also invite you to imagine how it might change the game for you.

It’s Time to Take Action

Are you ready to get your hands on this amazing tool?

With 15% off storewide Black Friday through Cyber Monday, you take advantage of our biggest sale of the year.

Now is your time to get organized around the things that matter most to you and finally make space to thrive.

Listen on Apple Podcasts or Google Podcasts

November 17, 2021

Planning While Postpartum – (Podcast Ep. 7)

Posted by By Clari Mercier

Posted in Lifestyle Planning, Planner Tips, Podcast Episodes

Listen on Apple Podcasts or Google Podcasts.

Planning while postpartum? At first glance it sounds over-the-top, almost an oxymoron. In the past we’ve even written about how the postpartum season can be an excellent time to take a break from your planner. So why did we choose to do an entire podcast episode on planning while postpartum?

You have to remember that when we say “planning”, we are talking about self-compassionate planning. And perhaps there is not a better time to practice self-compassion than when you are in a season of recovery like the postpartum season. When we say planning while postpartum, we aren’t talking about planning our biggest goals, or mapping our business’ trajectory for the next year; we are talking about the simple, but extremely useful, form of day-to-day planning that helps us get out of our heads, sort our priorities, and let the non-essentials fall away.

Postpartum should be a season of rest. One where we focus on healing and soaking in those newborn days that pass so quickly. It should be a season where family and friends rally around to bring meals, help with other children, and take over housework. And even when this ideal can’t happen, we can still choose how we will approach our season of recovery. We can choose to set expectations for ourselves a little lower so we are able to focus on what matters most.

But it’s incredibly hard to rest when you have a smattering of to-do’s rattling around in your brain. It’s hard to know what’s essential and what can be left for another day (or dropped completely), when you’re foggy from sleep deprivation. It’s hard to track how well you’re healing physically, mentally and emotionally, if you try to do it all in your head.

And that’s where a planner begins to make a lot of sense.

In this episode, we talk about the unique ways we (Clari & McCauley both had babies this past spring, so navigating the postpartum season is fresh!), and other mamas have used the planner while postpartum.

If you’re pregnant or in the postpartum season, give it a listen. We believe you’ll find it both encouraging, and also inspiring as you navigate the postpartum time. And if you have any friends who are in that season, we’d love it if you’d share it with them!

Listen on Apple Podcasts or Google Podcasts.

November 10, 2021

How We Plan Our Weeks – (Podcast Ep. 6)

Posted by By Clari Mercier

Posted in Lifestyle Planning, Planner Tips, Podcast Episodes

Listen on Apple Podcasts or Google Podcasts

Every Monday is a fresh start.

You have an entire week before you, a clean slate, and it can seem like the possibilities for productivity are endless!

But then you move through each day and it can be easy to slip back into dealing with whatever seems most necessary in each moment, and you find you’re only taking care of the small details, rather than making progress in the most significant areas.

Or maybe you make significant progress on your big goals, but meal planning and laundry is falling off your radar. How do you balance it all? How do you create week rhythms that serve your long term goals, your weekly work needs, and your family?

In this episode, you’ll get a peek into how we (as business owners running a growing company with nine kids under the age of six between us!) plan our weeks. You’ll get to hear how we each approach week planning, and get ideas you can apply in your own unique way. As we say in this episode, we are all about flexible planning that is individual for each person.

Listen on Apple Podcasts or Google Podcasts

A Peek Into Our Planners…

We thought it would be fun to give you all some examples of what week spreads look like for each of us. These spreads are from our personal planners over the last few weeks. Our spreads aren’t always beautiful, and they aren’t always full to the max, but they are always utilized for exactly what we need each week.

That is the beauty of a flexible planning system; it serves you each season you are in, exactly how you need it to.

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We would LOVE to see how you are utilizing the day & week pages in your Evergreen planner! Tag us on Instagram (@evergreenplanner)! And if you haven’t already, it would mean so much if you would rate & review the podcast. It’s the best way to help other woman find the show. Thank you!

October 27, 2021

How We Plan Our Days – (Podcast Ep. 4)

Posted by By Clari Mercier

Posted in Lifestyle Planning, Planner Tips, Podcast Episodes

Listen on Apple Podcasts or Google Podcasts.

Before the Evergreen planner system, I (Clari) had never used a true day-planner. I had tried a myriad of different planners when I worked as an executive assistant before having kids, but they were the types that only had a small box, a column, or a couple of lines for each day. I also used a digital calendar to coordinate meetings and make sure nothing was double booked, but other than getting binged with meeting reminders, I didn’t really reference it or use it to effectively plan my days. My thoughts, plans and tasks were scattered among digital notes, emails, sticky notes, a half-used planner and to-do lists written on random pieces of paper.

But then I became a mom and quit my traditional job. It never occurred to me that a planner could be used to plan rest, to form life-giving family rhythms, or to plan intentional time with my kiddos—just as much as it could be used to make sure critical work projects or mundane home tasks were completed. I again wandered through my days doing what was in front of me, and working off one endlessly long to-do list.

Annie Dillard, in her book The Writing Life, wrote, “How we spend our days is of course how we spend our lives. What we do with this hour and that one is what we are doing.”

The reality is we have a lot of agency over whether we live our days intentionally, with purpose, or whether we let them pass by, moving from task to task based on emotions or a crushing sense of urgency. But we can just as easily fall into the trap of trying to squeeze every moment of productivity out of each day, neglecting our needs for rest or even the ones we’re called to love. But in order to find that middle way, we have to begin by planning each day.

The beauty of planning each day (especially when you have an entire spread and can plan with the context of your week in view, like you can with our Monthly booklet), is that you are able to plan each day in a way that honors the season you’re in, the ones you’ve been given to love, and the work you’re responsible for.

And planning a lot of days, over several weeks and months, enables you to begin forming life-giving rhythms that work to breathe life into your family and help you make progress on those bigger goals (revisit our Four Rules of Planning and R.O.O.T.E.D. Goals episodes for more on these concepts).

In this episode, we walk through how we each plan our days on the day pages of our Monthly booklet. If you’d like to follow along, you can download our free printable below. This printable has all the major elements of our Day page, enabling you to see exactly what we are talking about as we plan the different elements of our day using the time-blocker, top targets, prompts, etc. Because it’s the tool we each use, we talk about our specific planner throughout this episode. However, the principles we talk about can transfer to a lot of different planners, so whatever planner you use, we believe this will be an episode you find valuable!

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If you haven’t yet, please take a moment to rate and review this podcast or share it with a friend! It’s the best way to help other women find this life-giving content. We’re so thankful for you!