Your Planner Needs a Clear “Why” . . . Before You Open InDesign

When someone tells me they want to design a planner, my first question is: “Why?”

Not to be dramatic . . . but your “why” is your foundation. Without it, your planner could become a pretty yet irrelevant stack of paper that no one uses — and would be heartbreaking after all your hard work.

Why It Matters:

Your “why” helps define your target audience and what makes your planner uniquely aligned to your ideal customer’s needs.

Which shapes your page layouts, flow, and features.

And even drives your marketing message.

For example, a fitness coach creating a goal-tracking planner has a completely different “why” than a homeschooling mom designing a daily lesson planner. Without customization and clarity, you risk creating something that doesn’t serve anyone fully.

3 Steps to Find Your “Why”:

  1. Define your ideal customer: Be specific, drilling down to their daily routines.

  2. Identify the transformation: How will their lives be transformed by using your planner?

  3. Align features with goals: Every page should help deliver that transformation.

You see, your “why” isn’t just sentimental — it’s a strategic tool that keeps your planner focused, used and loved by your customers, and profitable.

 

Ready to get crystal clear on your planner's WHY?

Join the waitlist for the first chance to grab my Prep Course, launching in October.


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From Dream to Day Planner: How to Start Your Planner Journey the Right Way