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From Dream to Day Planner®

with Heather Harris

Weekly posts with expert tips to help demystify the design & production process for busy female entrepreneurs who want to create beautiful planners & paper products.

Planner Design Amy Carlisle | CBDC Planner Design Amy Carlisle | CBDC

What Is a Planning Philosophy?

When most people dream of creating a planner, they jump straight to layouts, covers, and colors. But the truth? None of that matters if you skip the foundation.

That foundation is what I call your Planning Philosophy.

Your Planning Philosophy = your planner’s North Star.
It’s the beliefs, values, and direction that guide your design — and it answers:

  • Why you are creating a planner.

  • Who it’s for.

  • How it will transform the daily lives of those who use it.

Without it your planner feels generic, overloaded, forgettable.
With it your planner feels distinct, focused, and recognizable.

I’ll guide you through defining your own unique Planning Philosophy in the first module of Create a Planner to Sell: The Prep Course.

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Introducing Create a Planner to Sell: The Prep Course

Have you ever had a brilliant idea for a planner . . .  but got stuck trying to figure out what to include, how to organize it, or how to even begin?

You’re not alone. Most first-time planner creators jump straight to layouts or design — and that’s when overwhelm sets in. The truth is, successful planners start with a clear foundation.

Introducing Create a Planner to Sell: The Prep Course — a step-by-step guide to help you turn your idea into a planner that’s not just beautiful, but truly functional and profitable.

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The 5 Most Common Mistakes First-Time Planner Creators Make (and How to Avoid Them)

You’ve dreamed of creating and selling your own planner for years. You finally have the idea, the means, and the passion, but when you go to take your first step . . . you’re stuck. I hear you. And after 20+ years designing planners (over 65 a year!) I've seen some very common mistakes that trip up even the most talented entrepreneurs, causing stress and costing them time and money. This post breaks down the 5 most common mistakes first-time planner creators make (and exactly how to avoid them). If you’re thinking about creating a planner, you need to read this before you spend a single dollar.

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Designing a Planner That Your Customers Will Actually Use Every Day

You’ve probably bought a planner you never used . . . and your customers could too.

The #1 reason planners get abandoned? Poor usability.

It’s not just about how a planner looks — it’s how it feels to use day after day.

In this week’s blog, I’m sharing how to design a planner that people will actually use every day — and why that’s the secret to repeat customers.

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How to Choose the Perfect Mix of Pages for Your Planner

Ever buy a planner . . . and then abandon it two weeks later?

That’s what happens when a planner’s page mix doesn’t match the user’s real life needs. The right page mix keeps people coming back day after day — and year after year to buy again.

This week’s post breaks down how to choose the perfect mix of pages for your planner, so you can create something your customer truly loves (and uses).

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

I know you’re itching to get into the fun part — choosing fonts, sketching layouts, playing with colors — but here’s the thing:

If you don’t start with a crystal-clear why, your planner will struggle to connect with your ideal customer.

In this week’s blog post, I’m sharing exactly why your “why” matters so much (and 3 steps to define it).

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

You’ve had this planner idea in your head for months — maybe years. But every time you think about starting, you get stuck. Uncover the very first step you need to take.

Many planner creators skip this crucial first step and dive straight into layouts and design elements. But without this, you’ll end up with a generic planner that tries to serve everyone, but actually ends up serving no one well.

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Planner Design Heather Harris Planner Design Heather Harris

This or That? Dated Planner vs Undated Planner

Dated Planners vs Undated Planners: Which is best? While I can’t make the decision for you, I will provide you with tools in this week’s post — tools in the form of questions and other handy information — to help you determine which planner format is right for you, for your customers, for your business.

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2025 Planner Gift Guide

‘Tis the season of giving, of receiving, and of planning as we wrap up 2024 and welcome 2025! And what better way to begin a New Year than with a beautiful and inspired new day planner at your fingertips–with each empty box a tiny canvas awaiting the creative brushstroke of your favorite pen, pencil, or marker! Birthdays, appointments, oil changes, vacations, drop-offs & pick-ups, brainstorming, plotting, and so much more!

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This or That? Weekly Planner vs Daily Planner

Weekly Planners vs Daily Planners, which is best? In this post I’ll go over the merits of these two types of planner and ask you to think carefully about just who your planner is for. The answer to that will help you determine which type of planner may be best for you, for your customer, and for your business.

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Our Number One Software Choice for Planner Design

If you’ve ever thought about diving in to create your own planner, one of the first questions you probably came to was, “Where am I supposed to design this?!” The good thing to know is that you have options. But the truth is, really only ONE of the options is by far supreme and our personal choice for designing planner layouts.

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Planner Design Heather Harris Planner Design Heather Harris

How to Use Quotes in Your Planner

Designing planners for a wide variety of clients, many of whom want to include uplifting quotes in their product, means that over the years we’ve had to figure out how to make sure those quotes are correct, and attributed to the right author, before sending a planner to print.

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5 Things Your Day Planner
MUST Include — if it’s gonna sell.

When you’re creating a custom product like a planner from scratch,
these are five things you need to make sure you include. 

(Don’t worry — we’re talking about the fun stuff!)

GET IT HERE ►►►