Planning for beginners the 2020 edition Part 1

Today’s topic:  how to plan out 2020 without pulling your hair.

Well, I have news for you...

You cannot, but you can look like you are an expert, but first, let’s talk about planners.

Image by Jess Watters from Pixabay 

Please note:  there are so many planners out there and no one has the same style and technique in that is ideal for everyone.  So, guess what?  You must find it yourself.  I am not being mean about it.  It is like journaling, which is why I am including it with journaling.  Also please note:  I am not an expert in this.  The only way I can teach you is from my experience.   So, here is my experience with playing with planners.

I have had many different types of planners.  The one I started with is called DayTimers.  It is nothing fancy about this system at all.  I worked with this system from the smallest to what was called, the folio size.  I ordered it faithfully, and with its boring green and white style, you could order it in daily only and weekly only.  Both had the monthly layout with them, but you can also order just the monthly layout as well. 

What I liked about this system was I could archive it.  The layouts came in both spiral and binder style.  The last style I ordered was in 2006, and it came in a daily, spiral style, with a monthly layout feel to it.  All the style allowed you to plan things by the hour, which is a plus if you had clients to meet with, not so if you had an event that ran all day.

I stop ordering them and did not keep up at all.  I had no clients, just a job at Archiver’s, and my schedule was easy to keep up without a calendar, paper or digital.  That failed miserably.

Fast forward to 2014.  I was getting bored with entering my dates into my phone.  I was not looking at it half the time, as well as forgetting to enter the date in the first place.  I had all these papers that I carried around in my purse, which started looking like a briefcase.  I had to curb that ish quick.   I was looking at the Daytimer’s website (only because I received a catalog in snail mail, begging me to come home), and I learned that Franklin Covey (yes, THE Franklin Covey), had bought the Daytimer’s line.  I did not like Franklin Covey when I first started planning and my mind were not changing on how I was feeling about the brand, which to me was a little on the “Old man” side of planning.  So, I started researching.  I needed something that made planning fun, and NOT a chore.

Enter Erin Condren.  I looked at it and thought that for a cute planner, it was expensive. Well, so was Daytimers.  I had not learned about Happy Planner at that time and that was 2015 when the Erin Condren website had a sale because it was in the middle of the year.  So, I went for it, and at $35 (as a comparison to the normal $65) I decided to order it.  I was happy with my purchase, and it went nicely with some stickers that I also ordered it.  I have been with the Erin Condren Life Planner ever since 2015, and I love it.  Most of the time, I order when it is on sale, and as long as I am not too late in the year.  If I am, I order next year.  I also like to decorate the pages, more on that later. 

The first question is, are you a planner person?  If you are, great, you are ahead of the people who want to learn.  If not or you want to learn some tricks of the trade, sit back, grab a cup of your favorite beverage (mine is either coffee or water), and prepare to learn.

1.       Choosing your planner.

There are really two types of planners: paper and digital.  Digital planners are on your phone, your tablet, laptop, or your desktop.  They can also be on your TV since televisions are slowly becoming the family hub center.  You access your planner through an application or app.  

Paper planners, on the other hand, were once a dying thing.  There are many planners to choose from.  I have mentioned 4 already:  Franklin Covey and Daytimer’s are the oldest planners, and the Erin Condren life planner and Happy planner are some of the newest planners that came into existence in the past 10 years. 

There is no style that is wrong for it is a matter of preference.  The best way to choose is to think about what you want to do with the planner.  For instance, I have an Erin Condren as I said before.  The way I plan my planner could easily transfer to a Happy Planner, which I have plans to try for next year.  It is cheaper than ECLP, and I can go to any craft store for one.  This leads to to….

 2.      Price

When you first start using a planner, you do not want to go overboard with price.  One reason is if you get bored with the planner, you do not want to feel like you are stuck with it. You can get a fairly cheap planner monthly calendar at Walmart for $5.99 (not sponsored by the company)

3.      Are you a decorator or “Stick it in” person

Image by David Schwarzenberg from Pixabay

Here is the difference.  Are you are a decorator, then you will want to purchase stickers, use colorful pens and markers, and have all the accessories that your little planner can handle.  If this is you, again, do not go overboard, or your $20 worth of stickers, pens, and accessories can rack up to $500 in a heartbeat, and you will wonder what you got for that much.  Trust me, I have been in your shoes, and I still, am.   The best bet is to set a budget stick with 1-3 brands and go with it.  I am on Erin Condren’s, Oh So Paper’s, and Happy Planner’s list.  I have also tried Planner Society, but I did not like the idea of renewing the subscription plan every three months.  I also tried other subscription plans with the same result, and I told you about my beef with Daytimers.       

Now if you are more of a “stick a date in and forget it” type of person, you have no worries.  You might want to use a colorful pen or two, but no stickers and accessories are at a minimum if any.  That is ok too. this means that your planner orders are going to be a whole lot less than “the decorator’s”, and your budget will thank you too. I. just. have. not. gotten. that. point. Yet. This brings me to…

4.      Watch the budget.

My suggestion no matter what your basic kind of planning is to have a budget.  Once you pick your planning system and your “stuff”, make a plan on how you are going to plan, and so forth, please price them out on your budget sheet, and divide by 12, and put that amount in your budget.  For example, if you plan on spending $1000 for the year, divide that by 12, which equals out to $83.00 per month.  On some of the months, $83 would be going towards a planner and some months the accessories.

5.      Have fun.

I am going to say this but have fun planning.  If you are stress over things that leave you ready to smack someone, then you should not be planning at all.  I look at it this way, it is your way of decorating the books.  Anyone can have fun with the project; men, women, and children.  This project does not have any age boundaries.  I hear all kinds of stories about a person who gets organized and loves it. 

There are no set rules of time management, except the following according to Entrepreneur:

1.       Start your day off right.  Not only be positive but meditate, have a daily routine, do not rush to get things done

2.      Plan for what you want to accomplish.  Have a to-do list.  Make that list obtainable and reasonable.  Going out to get ice cream is not a goal, but saying spending time with Angela, who is your 10-year-old is a short-term goal.

3.      Have a set time and day to set up your week. I try to set up my week on a Saturday before.

Well, this is it for right now.  Take care.

The Truth about Lead Programs

This morning, I was thinking about the many jobs I had in the past.  As I was remembering each position at these companies, one position, rather two struck me and made me wonder why I did ever decide to accept these positions.

Photo by P.Lynne Designs

 As you see by the title, one of the positions was a sales rep for a lead company, and if you never had a chance (and I hope you never do) work for one, it is an interesting experience, to say the least.  

To protect the innocent employees of the company, I will call my former employer, New Leads for Me.  Like I said, New Leads for Me works pretty much like that other company, Welcome Wagon, in which businesses get leads based on new residents and homeowners.  These are not people who move into an apartment complex, but people who have bought a home.  Companies like New Leads and Welcome Wagon, bank on the idea that new residents do not know the area, and they will need some type of service (carpet cleaning, hair salon, etc.…) The businesses, introduce themselves to these new residents before they start calling around looking for services.  

So, if you have recently moved, and you get a welcome to the neighborhood package of some sort, chances are that the business card you are holding used a company like “New Leads for Me”, and you may get a phone call about their services.

My day to day work schedule….

This was my last job before working for a Temporary Worker company, then Archiver’s, a Memory Store (which the online store shut down in March 2017), but in my head, I can still hear the motivator (I guess that what he called himself) as he bellows out the words, “GOOD MORNING, NEW LEADS”.   (at which I and the other employees are to clap and cheer that we were happy to be here).  This guy makes the announcements, sets a goal for the newbies, and tells everyone to have a great selling day.

Next, if you are a being trained, you go to your training room, everyone else goes to their cubbies. You put on your headset and start calling.  There is a regular customer service area, as well as a quality assurance area.  Customer service is for people who are having problems with their accounts, while Quality Assurance made sure everyone from the two departments was in compliance with the company and national government policies.  As you can tell by now, I was on the sales floor.  I do not want to bore you with the other day to day operations, except to say, when you are cold calling a company, and you get a sale, they celebrate it, and you get your commission in your next two-week check.

I hated it, and I was plotting to get away from New Leads, but they beat me to it.  I got home one day, after a long day of work, received a phone call from my supervisor, Stephanie, and she thanked me for being part of the team.  After she told me what was going on with my employment, I let her have it, with all the anger I had in me about this company, and what I hated about the position I was about to lose anyway.  Forget about the good reference I should get from her.  This is how you do not get your next position with a new company.  I do not recommend it.

I also do not recommend working for this type of company.  This leads to my title, but first, you may be wondering why I am talking about it now in 2017, instead of 2002 when I was let go?  First, blogging was not really a thing back then. Second, writing was not my thing back in 2002.  I was a happy person looking for her next 9-5 job.  Last, I was finishing my marketing degree at Franklin University, which I graduated from in 2003.

What are lead programs are to the customer?

I explained briefly what is a lead program.  My example is this: You are a new company looking for customers.  I will use my businesses, P. Lynne Designs, and Longaberger as an example. (Because I have shortcuts in MS. Word to type the company names faster and I will not get complaints if I use another company, LOL)

I may not need a lead program like New Leads for neither company.  Longaberger has a lead program for consultants if they need new customers, and since New Leads only provide leads from new residents and P. Lynne Designs is looking for brides (although I will accept anyone), it may not be the service for me.  Let just say for now that I need them.

(c) 2017 P.Lynne Designs

First, I am on their calling list.  There is a website for people to use.  There is an 800 number for companies to call, and you cannot apply on the website.  By the way, they have moved from their former location and is now called New Leads Communications, but they pride themselves of cold calling your company. I will concentrate on the cold calling aspect of the sales floor.

They will ask for the owner or CEO of the company, and the rep introduces themselves and who they represent.  At this point, I can turn them down, but I need leads (customers), so I continue with the call.  The rep asks what does my company do, and I explain that Longaberger sells home goods of baskets and pottery to people who like to organize and entertain, and P. Lynne Designs sells stationery goods like invitations, note cards, scrapbooks, and freelance writing.  At this point, the rep (who is now Mandy), asks what areas of the country would I like to concentrate on to get my new customers.  I would tell her something in the Columbus, Ohio 43215 area.  This is downtown, and I can attract residents as well as other business who may be looking to collaborate with me and bring customers over to my businesses, and I would do the same for them.

Mandy goes into the database of new residents and pull several names and gives me a quote.  At the time when I was a customer (which was for 6 months), I was quoted a price of $7.50 per month, which is not bad if you have the budget for it, but some lead name list can grow to as much as $200 or more.  This is the first thing you need to watch for because it can add up quickly, especially if you are starting out in a business of any kind. 

What can you do with leads?

Some ideas for leads:

·         New campaigns

·         Mailing list

·         Offer coupons and other discounts for a first order

·         Recruiting for a new team^* (^*Longaberger and other Direct Selling companies), although it is not recommended that you use the leads list for that purpose by any reparable direct selling company, your products should speak for themselves at your parties and through your hostess and your presentations.

·         Wedding, baby, and new home registries.

·         When a customer only wants one type of product in your line.  This is mostly for businesses who have collections.  The customer does not have to be on your main list, but a more specialized list.  For instance, I have a customer on my Longaberger mailing list who only buys the baskets.  She does not want to know about the pottery or even anything from my other business.  She loves the Horizon of Hope Collection specifically.  So, when a new piece comes up, I let her know about it.

Why am I against lead companies?

I am not totally against lead companies.  They can be quite helpful if you are willing to pay a one-time fee for it.  Most companies like New Leads, however, do not want a one-time commitment.  I am letting you know now, but there is a way to do this without paying the monthly fees.   It is called “try it before you commit to it”.  This is not getting out of paying for the list.  I do not condone that move at all.  You pay for the one list, but before your next list comes, and it will say it on the invoice when the next shipment of names is coming, at least it should, you cancel the account.  You need to do a little research, like reading the website first.  There may be some hidden costs behind getting your first list.  You may have to commit to the first 4 lists, for example, before canceling the contract.  If you are not willing to pay those costs, do not call, and do not buy when prompt. I am letting you know up front that this may happen.  These companies already know what might happen, and they may talk you out of canceling. Be firm and give the reason, that it is not working out for you.

There is a total out for lead companies….

Put a contact list on your website or blog if you have one.   It is as simple as “If you find my information helpful, and you would like to know more, feel free to sign-up for my mailing list.  I will send you a newsletter and other goodies to your inbox”.

Tip-feel free to use that wording too. 

I use MailChimp for this, but there are many services out there for you to collect names. You can also use MS. Excel or MS. Access for this task as well.  Keep in mind of the last two, unless you are a programmer, they will not automatically send out the materials, however, you can still start out in these programs (and others like them), and when you are able to include an online program like MailChimp in your budget, you can download your current mailing list into MailChimp without having to reenter every name in manually. 

Tip:  When I set up my mailing list for the first time, I used the wording, “I dislike spam as much as you do.  I will not send your name to any third-party companies.”  This assures the new customer that you will not be sending your mailing lists to anyone, and their name and information are secure in your database.

What does that mean for writers….

Many of the tips work perfectly for you, especially if you have a freelance business, and write and publish books.  It works for bloggers as well, especially if you want repeat customers.

Takeaway for you:  I am not totally against these companies, but you do have to watch them.  Many of these companies can and have been scam companies whose sole purpose is to collect and sell information.  Read all information on any company especially if that company is exclusively online.  Check consumer reports, reviews, everything before committing to a lead company.  Create your own mailing lists.  If you do not have the time, hire someone to do it for you (a senior, teen, or virtual assistant).  They can also maintain it for you as well. This post is for anyone who reads it, and I am no expert on the subject.  I am a person who had a couple of experiences with these companies, both as an employee and a customer.  If you must hire a lead company (and that is what you are doing when you receive leads each month), take it slow and find a way out if it is not working out for you.  

Announcement: Traveling Plans

Getting away from it all without tearing your hair out
(c) 2016 P.Lynne Designs

Warning:  it may contain affiliate links

It has now come to my attention that you cannot go on the annual family vacation because someone decided that they needed to do everything on their vacation.  This option usually costs an arm, a leg, their home, and their first-born child.  Aww, the sacrifices we make as a family these days to make vacation living a fun adventure.

I am here to tell you that you do not have to do that type of sacrifice.  Not at all, my friend. I want to tell you a little secret.

BUT FIRST ….

A little announcement ….

I started this project when I had 5 blogs and on the verge of creating what is now forming into P. Lynne Designs. I had to quit because I was burning out.  I have been inching to get back to it, and that announcement is I am going to re-write my Disney Vacation book.  You never saw it because of that burnout.  I was adding too much, and I will be starting over again from the very beginning.  I never truly planned out this book, and that is the second reason why I quit writing it.  I never really planned on how much I was going to write.  I can discuss all of that later.  For right now, I want to get back started.  

OK, enough of that, back to the secret that is a vacation…

The secret to a good vacation is planning.  Notice I did not say the perfect vacation.  If you are a Christian, you know that only God is perfect.  Planning helps out a lot.  Planning keeps you sane and focused of the task at hand, and the plan is to have fun.  Planning for a vacation also helps you:

• ·         Know how much money to spend
• ·         What places in that area you want to see
• ·         Where you want to eat

And so on ….

Here are the areas you need to concentrate when planning

• 1.      Where do you want to go?
• 2.      Time off (both parents and children)
• 3.      Budget.
• 4.      Where you are going to live for the next few days
• 5.      Eating
• 6.      Activities
• 7.      Transportation
• 8.      Packing

Now I could go on about this, but for now, I will make it brief.

The first part is where.  I will use Disney Parks as an example.  Let’s go with that for now.  You have dreamed of Disney, your family loves Disney. 

There are 6 different regions that hold a Disney Park Resort:  2 in the United States, 1 in Japan, 2 in China, and 1 in France. So, which one do you and your family want to visit?

For most people, it is obvious, go to the one in your country.  This is a little bit tricky if you live in either the United States or China, where there are two sets of resort parks to choose from.  Well, technically 3 if you are also close to Tokyo Disney.  OK, you decided to go to Disney World. 

Time Off

Once you decided where to go, the next question is when are you going?  This depends on your job and your children’s schedule.  The job is a no brainer.  If you are new in your position or company, wait a year before going.  Why?  Consider this:  There are people who have been there longer than you and have more experience than you.  Your company may operate on the “Low man on the totem pole” method (AKA Seniority) or the “earned time off” Method (AKA PTO).  In either case, it is best to wait a year to ask for any time off, so skip the vacation.  If you have been there for a while, you know by now when you can ask for time off, and when you cannot.  The tricky part is when you have kids in school.

School systems have gotten smarter since my last day in the 12^th grade.  I might say “dumber” since my last day, depending on where you live, and how much the school is willing to turn you into children services for a 5-day vacation to the “Mouse’s Florida Home”. As an aunt of 5 (3 of which are currently school-age children, 1 grown, and a great-nephew of age 2), I am in constant watch of the changes within the Columbus and Dayton Ohio school systems.   They are not as bad as some of these school districts across the U.S. and in other countries.  One school system in the UK can impose a fine on a parent if you pull your child out of school for anything but an illness.  Another school district in Oklahoma, U.S. can turn a parent into children services if a child has several unexcused absences (equal to that of a week-long vacation).  If this sounds like your school system, my suggestion is to do the typical Summer Vacation/Spring Break/Winter Break routine.  It works out in the end and no one gets arrested, fined, or working out visitation rights with children services.  Apparently, schools do not see an educational value in Disney.   

What is your budget? 

You can decide what your budget is this way:  What is your income and how much you are willing to save.  Disney has several options to work with every type of budget.  Figure how much you are willing to spend on transportation, living arrangements, food, and activities.  One website mentions a method called “Pre-trip costs”.  They also said to allow for spurges, such as foods you never tried before, activities you never done before (I am thinking about trying a zipline course on my cruise in September, even though I am afraid of heights, LOL), and so on.  If you allow these things, you feel less guilty when you overspend because it is already figured in the budget.

How are you getting there?

 Plane, car, train, or bus.  Teleportation is not yet available, and it probably will not be available in my lifetime, although I am not sure I want my atoms scattered throughout the cosmos for two seconds (thinking Star Trek thoughts, LOL).  Anyway, since the last one is not available, you have to do a bit of snooping around for this part of your planning.  What is the best price?  How much will it cost you to get there and around?  Again, it should be in the budget part of your planning.  For example, from where I live, I can fly for 4 hours at the current rate of $484 (April 19, 2017) and returning April 25, 2017, which is the typical Disney Trip.  (there is also a cheap trip of $107 I found in Google search).  I can drive, which using my car (a 2008 Dodge Caliber), I need to get an oil change (it is screeching that right now), and gas is now $2.13 at the station where I live and in Orlando, Florida, it is $2.10 ($.03 difference, wow).  My car is a gas guzzler, so I might opt for renting one.  The average cost of an SUV per day is $44 (for now).  Trains run about $1,200 for the round trip, and buses run about $141 for the trip to Orlando from where I live.  Let’s rent a car.

Where to stay?

Now where are you going to stay?  Disney World has two options:  On-site, Off-site.   This is the typical case for most theme parks today.  The advantage between the two is when you stay on-site, there are a lot of things to do outside of the actual park itself, many of the amenities are free.  Your transportation is free, activities are free at the resort (some, not all).  The problem with Disney is there are so many resorts (which there are 23 of them), and they are divided between value, moderate, and deluxe.  If you are the type of family that does not have that much money in the budget, always on the go, and you use the rooms as a stopping and sleeping point, maybe it is best to have a value resort.  Deluxe resorts are high-end resorts and close the parks.  Some may have eat-in kitchens, and you have lots of money to blow (splurge on). 

Off-site (or Off property) are your Hotel 6, Holiday Inn Express, Sheraton, or even there are some places where you can rent a home for a week (Airbnb is considered).  These places are your home.  You do not have housekeeping to come and make your bed, make cute little animals.  It is like you are living in your own home.   Some properties even have their own pool at each home.  You do need to leave the place where you found it.  I have a link to the advantages and disadvantages of staying off and on site above.

I am going to stop there because this post is growing as I type.  I know I have a lot of Disney World references in this post, and this is not sponsored by them at all.  As I have explained many times that I am still a big kid at heart, and I love Disney.  Your favorite vacation spot may be a cruise, Las Vegas, Spain, Italy, or even Africa.  It may be a quiet romantic getaway for 2 without the kids, or girl friend’s “get away from it all trip.”  Whatever the trip, the budget, and the time spend away from “normal life”, make it a good one by planning, budgeting, and “enjoying the moments” while there.  The world is not going to cave in a week, and you deserve it.