
Episode 8: What Makes Our Planner Different
11/26/21 • 23 min
🗓️ Download Free Planner! evergreenplanner.com/free
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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 InventionWhen 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?
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 Classic 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 p...
🗓️ Download Free Planner! evergreenplanner.com/free
——
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 InventionWhen 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?
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 Classic 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 p...
Previous Episode

Episode 7: Planning While Postpartum
🗓️ Download Free Planner! evergreenplanner.com/free
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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!
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Web: evergreenplanner.com
Instagram: @EvergreenPlanner
Learn the Evergreen Planning Method: evergreenplanner.com/renew
Next Episode

Episode 9: Quickstart Your Planning
🗓️ Download Free Planner! evergreenplanner.com/free
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It can be difficult to know where to start when trying to create a personalized time management strategy or learn how to maximize your planner, and it is overwhelming to try and do that while not losing track of everything already on your to-do list. If that tension sounds familiar to you, this episode for you!
In this episode we give you our Quickstart Your Planning Guide based on the acronym PLANS. This process will enable you to simply and effectively begin forming your own personalized time-management strategy, while still executing all those day-to-day responsibilities you can’t let slide while you figure out how to maximize the use of your planner.
Download the Quickstart Your Planning Guide here.
PLANS stands for:
Pencil in what you did.
Leverage the brain dump.
Access your working memory.
Nurture a flexible mindset.
Sharpen your time-management skillset.
The process represented by this acronym is one you can return to again and again in different seasons to help you begin to form a time management strategy that is personalized, simplified, and increasingly intuitive.
Read the full episode blog post here.
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Web: evergreenplanner.com
Instagram: @EvergreenPlanner
Learn the Evergreen Planning Method: evergreenplanner.com/renew
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