Planning Strategy Session

 
 

Planning with your personality -
tweaking your existing planning process to work for you.

 
 
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There are two types of people in this world:
Those who plan & Those who don’t

And you’re definitely a person who plans.

 
 

But here's the truth: planning and productivity are NOT created equal.

Just because you’re spending time in your planner on the regular, doesn’t mean you’ve got the forward momentum you crave.

You could try out every productivity hack in the world (and you probably have), but until you know exactly which of those strategies make the most sense for who you naturally are (and which ones to stay away from), you’re going to stay stuck, overwhelmed, and hangin’ out in survival mode forever.

Your planning personality is as unique as your thumbprint, and I’m here to help you uncover exactly what yours is.

It’s possible for you to take things off of your plate so you are doing LESS, not more. And it’s possible for you to be able to sit down and plan your weeks to make real progress on your goals and dreams with less time, less energy, and WAY more ease.

Let me show you how.

 
 

By the end of our 1.5 hours together, you'll have:

 
 
 
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Your best and worst planning strategies based on your personality types

  • We’re going to get to know each other up close and personal. We’ll laugh, there may be tears, but above all, you’re going to be CRYSTAL clear on what’s going to work for you and what you should stay far away from every time you sit down to plan from here on out.


alignment and energy management over time management

  • Planning is meant to be fun, not like a chore, and the time it takes to do something does not equal the energy you’ll spend to make it happen. I believe that time management is total BS and the only way to stay in alignment is to instead focus on managing your energy expenditure.


Voxer support for a full month after our session

  • There’s zero chance I’m gonna leave you hanging after our session, so you’ll have Voxer access to me for a full month. Voxer is a walkie-talkie app so you can send up the bat signal to me for additional support as you begin to implement and experiment with your best planning strategies.⠀⠀⠀⠀⠀⠀

 
 
 

 
 
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Hey, I’m Megan, Planning Fairy Godmother & host of The Plan to Plan Podcast!

I went from crying over my to-do list to making huge strides and forward momentum on my goals using my Plan to Plan framework of putting

  1. My self-care first

  2. My obligations to others second

  3. My to-do list third

Over the last couple of years, I’ve been teaching overwhelmed women go from just trying to get through the day to accomplishing things they’ve only ever dreamed of, with the same ease and alignment I use in my own day-to-day life.

Paper planners and personality types are my love languages and I cannot wait to teach you everything I know.

 
 

Real words from students:

"I got everything done that I wanted to do PLUS some extra stuff."

"It feels amazing."

"It's been completely life changing."

"I feel so much better."

 
 

 
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Here's how we'll use our time together

 
 

Part 1: About You

We’re gonna kick off our time together by getting to know who you are and what makes you tick.

Don’t worry about being put on the spot, you’ll have a questionnaire to fill out on our own time well before our session begins.

Part 2: About Personality

Then, we’ll dig into your Four Tendencies type, your Enneagram number, and your Myers-Briggs type.

We’ll be looking at things like where and how your personality types overlap, what has worked and not worked for you when it comes to planning and goal setting for you in the past, and what your personality types have to say about how you naturally show up in the world.

 
 

Part 3: About Strategy

Finally, we’ll shift our focus to strategy and energy management.

Based on your three personality types, I’m going to tell you exactly what you need to do in order to be a productive planner. Because this looks different for everyone (it’s like your thumbprint, remember) this could mean one solid strategy, or an arsenal of strategies you can employ.

I’m talking exactly what you should do when you sit down for your Plan to Plan time each week, and what you can do each day to keep moving forward (including how to have fun with your planning time).

I’ll also tell you what strategies and techniques to stay away from so you don’t waste your time or energy on things that aren’t going to work for you.

 
 
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After our session:

You’ll have one month of Voxer access to me!

You didn’t think I’d toss you some strategy and let you go it alone, while you implement, did you? As a planning strategy session client, you’ll have me as your pocket planning fairy godmother for a full month with the option to extend this support after that. My clients love having this support because it’s a quick and easy way to celebrate when you make progress, and get some expert eyes on your plan if something needs tweaking.

 
 

You don't have to be magical to achieve your dreams.
Work with me and learn exactly how you can show up exactly as you are and see real momentum and progress in your life.

You might be wondering:

Is a Planning Strategy Session right for me?

And hey, that’s a great question. Here’s who this is would be a great fit for:

  • You’re already using a paper planner, or planning system you like.

  • You feel like you’ve got a decent handle on planning out everyday life, but you’re ready to make the necessary changes
    to start thriving and growing toward your goals.

  • You’re sure you could start implementing some new strategies to make progress toward your dreams
    if you just knew where to start.

(if you aren’t a planner already, or it’s been a hot minute since you’ve planned consistently,
you might be a better fit for my
half day intensive)


Pricing Options

Pay In Full
$247

2 Payments of
$125*

  • Your first payment is due today to reserve your spot, and your final payment of $125 will be due when you book your strategy session.

You will receive an email once you purchase with instructions on how to book your appointment!

You will need to book your strategy session within 30 days of holding your spot.
If you have not booked your session after 30 days, your payment will be refunded and your spot will be forfeited.

 
 

FAQs:

 
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If I’m unhappy, can I get a refund?

I fully stand behind the work we’ll do together. You will have up to 14 days after our session together to request a refund if you are unhappy. I would say no questions asked, but I’m definitely going to want to know what I can do to improve the experience going forward. So I guess that would be one question asked.

I need your help, but this seems like it’s for someone farther ahead than I am. What should I do?

Check out my Half Day Planning Intensive! The intensive was designed for planning newbies + people who used to plan, but cannot seem to get back into a good groove with it.

I’ve never done something like this before. Why should I say yes?

What got you here won’t get you there friend. Ever heard that saying before? I’m not saying you won’t get yourself out of the overwhelm and stress you’re dealing with now if you don’t work with me. But I am saying you definitely won’t get there as fast. I’m not one for scare tactics, like if you don’t buy this now you’ll be unhappy forever and ever. You and I both know there are many paths to peace and happiness. Since you are here, reading this page, there is something that makes you feel like I can help you. If you’re still not sure, I invite you to book a free, no obligation 15 minute Q&A call with me here.

I want to do this, but there’s no way I can afford this.
What options do I have?

This planning strategy session is NOT for a fairweather planner. Because this is a one time call, I invite you to look at what you’re currently spending money on that you can allocate to help you get unstuck and move forward in your life.

Pricing Options

Pay In Full
$247

2 Payments of
$125*

  • Your first payment is due today to reserve your spot, and your final payment of $125 will be due when you book your session.

You will receive an email once you purchase with instructions on how to book your appointment!

You will need to book your strategy session within 30 days of holding your spot.
If you have not booked your session after 30 days, your payment will be refunded and your spot will be forfeited.