What Is a Planning Philosophy?
What is a Planning Philosophy?
Your Planning Philosophy® is the unique combination of beliefs, values, and approaches that make your planner different from every other planning tool on the market, and it reflects how you think people should approach planning, productivity, and life organization. It defines why you are creating a planner, who it’s for, and how it will transform the lives of your ideal customers.
Why your Planning Philosophy matters.
A strong Planning Philosophy is not only your foundation, it is your North Star, guiding every design and production decision you make, ensuring your product feels intentional, distinctive, and tailor-made for your audience.
WITHOUT a philosophy: Planners feel generic. They try to do everything for everyone and connect with no one.
WITH a philosophy: Planners feel purposeful. They resonate deeply with a specific audience, solve real problems, and stand out in a crowded market.
What Goes Into a Planning Philosophy
Remember, your Planning Philosophy answers the why, the who, and the how.
Audience Clarity ➞ Knowing exactly who your audience is and what their needs are.
Transformation ➞ The ways in which your unique planner will transform the lives of your ideal customers.
Core Beliefs ➞ Reflected throughout your planner, these are the values that shape the way you think about planning, productivity, or self-care.
Non-Negotiables ➞ The essential features and structures of your planner align with your beliefs about planning and the needs of your ideal customers. Your planner does not include anything that distracts or dilutes its purpose.
Examples of Planning Philosophies
A minimalist planning system for women juggling multiple roles — built to calm the chaos, not add to it.
A creative planning tool for entrepreneurs who want structure without rigidity — space to dream, track, and grow.
A daily accountability system for high achievers who thrive on structure, reflection, and consistent progress.
How It Helps You
When you’re clear on your Planning Philosophy, you:
Save time (no second-guessing design choices).
Create something original instead of copying competitors.
Build stronger marketing because you know exactly how to talk about your product.
Instantly connect with your audience because it feels tailor-made for them.
In short, your Planning Philosophy is the heart of your product. It’s what transforms a stack of pages into a tool for change—and defining yours is the very first step inside Create a Planner to Sell: The Prep Course.
Create a Planner That Sells Without the Guesswork
The Planner Prep Course is a self-paced program that gives you the clarity, structure, and confidence to bring your planner idea to life.