Using a PYO Notebook in your Filofax or Planner


My career filofax originally started looking something list this – full of hand-drawn pages to suit my needs.


However, the PYO (print your own) option in our latest Kickstarter allows you to print your own inserts (suitable for an A5 filofax/planner), punch them and add them into you regular filofax or alternative planner.



A Guide to our Meeting Notebook [CPG&M]

Goals Planner 2016 __(1)

Find our notebook on Kickstarter

The second half of the notebook is made up of a meeting notebook (similar to our original meetings notebook) and includes:

Meeting Schedule


You should try and have a number of meetings about your career throughout the year. The Meeting Schedule allows you to write in your proposed meetings and plan your formal and informal meetings.

Meeting Notes


For each meeting in your schedule there are a set of meeting pages including meeting preparation and agenda pages, meeting notes pages and meeting follow-up pages (there is room for 5 meetings excluding your formal review/appraisal meeting).


You can use these as little or as much as you need and how you can use these pages will be up to you.

Formal appraisal / Review 


This section is a bit chunkier and includes a few extra pages, but follows the same style as the regular meeting pages.

  • Appraisal Preparation – Appraisal Timetable and Notes on the Appraisal Process – to help you get your head around of what your company requires of you – and a reminder of targets.
  • Review of Goals & Objectives – At the beginning of the year you should have set goals with your boss and you will now want see where you have got to. 
  • Review of Personal Goals – The apprisal time is also a great time to review your own personal career progression goals.
  • Self Review – This is a notes section for some freehand writing for your own self-review.
  • Feedback and Accomplishments – part of your review should be about what you have done well! This notebook allows you to list feedback you have received and achievements (you may even want to keep this update throughout the year).
  • Meeting Preparation Notes
  • Areas for development / ideas for future development – you should always have thought about this before going into your meeting – as this is your opportunity to acknowledge where you need help and ask for it!
  • Agenda/Things I want to talk about
  • Notes
  • Action Points and Follow up.
  • Feedback Notes & Objectives – In addition to the regular notes and follow-up pages there are extra pages for Feedback notes to allow you to specifically think about the feedback you received in your meeting both generally and in relation to your set objectives.
  • Goals for next year – and we round off this section with goals for next year.

Support our latest campaign and get a notebook of your own on Kickstarter

The notebook is available in A5, US trade or download and  print your own for your planner.

A guide to our Goals Planner [CPG&M]

Goals Planner 2016 __(1)

Find our notebook on Kickstarter

The key difference between this notebook and our regular goals planner is that it is not a pocket notebook. This notebook is designed to be your career progression companion for the year with a focus on goals & objective planning with a view to helping you to take control of your own career and keep focused throughout the year (not just during appraisal season).

This is why we are taking about goals first (with the meetings and appraisals) to come later.

As with our pocket goals planner we kick off with the biggies. Your mission statement and your goals for the year.

Goals Planner 2016 __(1)

We have also included an  extra “My Career Pathway” for you to draw out your career path of your dreams (just don’t expect it to always go in a straight line), a Monthly Planner (with notes) and pages for you to review and understand your companies competencies and objectives that you may need to take into consideration if you are looking for a promotion.

The Goals Planner Section then takes on a similar format to the pocket planner with objectives, steps/to do list and a progress tracker but with the added notes pages for more freehand analysis of each individual goal.

Finally the section linking your goals with your career progression and appraisals includes added reviews in addition to the tracker, including monthly achievements and feedback and a training record.

Support our latest campaign and get a notebook of your own on Kickstarter

The notebook is available in A5, US trade or download and  print your own for your planner.

How to use the Meeting Notebook with a bullet journal system

Everyone has a slightly different style of working. A Meeting Notebook can help improve your existing methodology, by creating a focus point and a place for all things relating to a specific type of meeting or project, but you can be flexible about how you use it…

Bullet JournalBoth the notes pages and the action point pages can be used using the Bullet Journal System if this is one of your preferred note-taking systems. The notes pages in the Meeting Notebook can be filled with tasks, notes and deadlines with whatever annotations you usually use in your regular journal so you can quickly extract tasks and todos, along with keeping a record in your Meeting Notebook of the important points in the meeting. If you have reoccuring points you might even what to use your own personal bullets to suit your needs.  I keep a list of Task Icons at the front of my notebok just in case, but they are usually self explanatory – but great if I want to add something to my reading list or visit a website.

Our Meeting Notebook is currently LIVE on Kickstarter – Ends Friday 30th January. Get yours quickly.

How to: Use a Meetings Notebook to GTD

Everyone has a slightly different style of working. A Meeting Notebook can help improve your existing methodology, by creating a focus point and a place for all things relating to a specific type of meeting or project, but you can be flexible about how you use it…


Getting Things Done or GTD is a time management method created by David Allen. The GTD Method is about getting tasks and projects onto paper and breaking them into actionable items. A notebook like the Meeting Notebook can complement this style of working.

The five steps to GTD are:

  1. Capture – Collect what has caught your attention.
  2. Clarify – Process what it means.
  3. Organise – Put it where it belongs.
  4. Reflect – Review Frequently.
  5. Engage – Simply Do.

This system is easily applied to using a Meeting Notebook as an attendee –

1. Capture – This step is simply taking notes in a meeting. Capturing on paper what is said and what is important. The note pages in the Meeting Notebook can be used to capture important information for each meeting

2. Clarify – This step involves making this information capture actionable. At the meeting you should be clarifying with the other members of the team you need to be doing. Not only that, you should be clarifying what needs to be done to get the task done (whether this is asking the question of another colleague, or breaking it down into steps yourself). Clarifying done at the meeting I personally usually continue use the notes pages, clarifying combined with the next step ‘organise’ which are done post-meeting I often use the action pages of the notebook with this step.

3. Organise – This step involves organising and writing out your action points and/or follow up tasks. As mentioned above I usually do a combination of clarify and organise together over both the notes pages and the action point pages in Meeting Notebook. You can organise them in your usual way – you might write this in a logical order, an order of priority, group them by category and assign due dates. Whatever works for you.

4. Reflect – As part of your post-meeting review and organisation of your action points (the above steps) pick out your ‘immediate’ post meeting tasks. For example if you said you would email someone a copy of a document. For these type of tasks move straight onto the next step: Engage. With the rest of the follow up actions (which you can’t do immediate or within the appropriate time block) work out when and how you are going to action them. For example I usually schedule them in my calendar and incorporate into my to-do list and review these frequently in the normal way.

5. Engage – This step is about getting on with it and actually doing the work based on your organised list that you prepared earlier. Simply work though the items on you action points page and get them done and ticked off before your next meeting.

Our Meeting Notebook is currently LIVE on Kickstarter – Ends Friday 30th January. Get yours quickly.

Using the Meetings Notebook in Conference Calls

As well as face to face meetings you may have a lot of conference calls to attend.


Use a Meeting Notebook to…

1. Help you answer questions

As an attendee you are often called upon and put on the spot. With many voices it can be quite a task to manage the information received during the conference calls let alone trying to focus and pull together the information in the moment as you prepare your responses. In a face to face meeting people can visually see that you are mentally preparing a response. This is not the case in a conference call – your response time has just been cut short. By using a notebook you can record the information as the call progresses and can refer to this information to formulate any answers to questions asked.

If you use a meetings notebook you can also keep to hand any important information that you think you might need.

2. To help you remember what happened in the meeting

Conference calls can be very fast paced and everyone can be distractedT.herefore note-taking can help. Depending on the pupose of the meeting you might also want to record who is saying what and what you said, together with any decision made and any action points.

3. To help you focus

I find that taking notes note in a meeting – helps me focus in a meeting. Conference calls can be full of distractions that you don’t find in face to face meetings. Notetaking can make you focus specifically on what is being discussed.

4. Organise your notes

I find in conference calls the meeting is more likely to go off topic, jump around and change between topics (even when there is an agenda). With a meeting notebook you can create lists for certain subjects.

The notebook can of course be used in this way for all types of meetings but I find it particularly useful in conference call  meetings for these reasons.

The Meeting Notebook – now on Kickstarter

KickstarterbannerThe first notebook in the Meeting Notebooks Collection – the original Meeting Notebook – is now available on Kickstarter!

We are already 51% funded! Help us reach our funding goal by backing and sharing our campaign.

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