Organization and Productivity

Platform Planner – Getting Started

This is part of the Platform Planner series.  Check out the other posts!

Platform Planner Getting Started


So how did you like my story about “Angela” in my Platform Planner post?  I was completely inspired by the explanation skills of Lee LeFever.  If you’ve not seen any Lee’s Common Craft videos, you are definitely missing out.

How do you blog?  Or vlog?  Or podcast?  Do you fly by the seat of your pants or do you like to have some inkling of a plan?  Either way, you’d benefit by making a Platform Planner.  Let’s get started:

Required Materials:

  • A composition book or a 3-ring binder – I prefer a comp book for portability
  • Printer and printer paper
  • Scissors
  • Pencil or pen – I prefer a pencil, since I do a lot of revising when I plan
  • Post-it notes, the 2-inch square size – some packaging says 1 7/8”
  • If you’re using a comp book, you’ll need either glue or tape to affix the worksheets to the comp book pages – I prefer just a regular ol’ Elmer’s glue stick. I’ve found that if I want to remove a page after the glue has dried, it is actually pretty easy to peel the page off.

Optional Reading:

That’s all you really need to do to get started.

I created this Platform Planner for myself, as I launched and organized my blog.  I wanted to design something that either a man or a woman would want to use, so no fluffy flowers anywhere.  Also, I wanted the worksheets to have lots of white space and no colors, for my printer’s sake.  No resizing or scaling is necessary when printing the worksheets – just print at 100% and either cut out the empty white margins for attaching to your comp book pages, or 3-hole punch for your binder.

My goal was to create an approachable yet powerful tool: simple templates that encompass goal-making, business modeling, strategic planning, content strategy, financial reporting, and website and channel analytics.

I very purposely designed this as an offline tool.  Did you know that you may find a more meaningful connection to your content when you write by hand?  Your words may be truer, more real, and just less fluffy.  You will also more likely remember something you’ve handwritten, versus something you’ve typed.  Physically forming letters with your fingers seems to make an “imprint” upon the brain.  Which is completely appropriate when planning, isn’t it?

Throughout the series I tell you to paste the worksheets to a composition book in a particular page order.  This is the order that makes most sense to me.  But please feel free to change up that order if you like. Do whatever makes most sense to you!

I hope you enjoy this series – it’s been in my head for a very long time.


This is part of the Platform Planner series.  Check out the other posts!


By Angela

I'm passionate about creativity, productivity, and business. I'm a planner at heart, a small town girl, a wife and mom of two. I LOVE to make things with my own two hands.

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