A must-have tool for freelancers: The Freelancer Planner

freelancer planner title

As a person who frequently freelances and swoons over analogue planners, I went absolutely *heart eyes emoji* when freelancer and systems expert Michelle Nickolaisen of Bombchelle Industries first debuted The Freelancer Planner on Kickstarter. The Kickstarter is over (and was successfully completed), but it’s possible to snag one of these cool-as-heck planners for yourself over here, which I highly recommend if you’re a freelancer who’d like to be more organized, keep track of income and career-related goals, and prevent overwhelm when it comes to regular and one-time tasks.

What is the Freelancer Planner, and what does it do?

Minimally designed between two sturdy covers, it’s possible to keep track of where you are with your income goals for the month; see how far in the future you’re booked with client projects (whether corporate, media, or other); and keep your eye on priorities, tasks, and events for any given month or week. Personally, I love using my Freelancer Planner to keep track of life’s bits and bobs and develop better business and productivity habits—although I’m wedded to my Hobonichi Techo Cousin for day-to-day productivity, nothing in my life beats the Freelancer Planner for work-related organization.

freelancer planner monthly view

How, exactly, does this planner work? Above you can see one of my monthly views—I can keep track of my income progress by using the bar graph on the top of each day, so that I can know how much work to take on in order to reach my income goals, and record projects as they’re assigned.

freelancer planner weekly planner

Before diving into each week, there’s a section (photo taken by Michelle) in which I can record appointments, tasks for the week that relate to my bigger goals (a game-changer), and staple tasks that are related to marketing and PR, content creation for my blog and elsewhere, social media, and client work.

freelancer planner summary

freelancer planner weekly view

The weekly view (below) allows you to keep track of priority tasks, while the monthly recap pages (above) are a slick place to record metrics such as billable hours, hourly rate, goal progress, expenses (both one-time and regular), and income. There’s also a great post-mortem, which asks questions like, “What goals did I meet this month?” and “What goals did I not meet this month?”

I’m a big fan of the Freelancer Planner—although this is a sponsored post, I was the one who reached out to Michelle about doing a write-up about the planner, simply because I think it’s a terrific creation that more freelance writers should know about. You can find out more about, and purchase your own Freelancer Planner, here.

 

esmé

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