Still have some unanswered questions?
See below for the answers to our most common questions sent in to us! Still needing help? You can always email firstname.lastname@example.org for assistance.
I’m having problems with opening, downloading or unzipping my planner.
We have a non-portfolio version of the planner, which will present the planner with each page individually, and may be easier to work with (especially on a tablet). Shoot us an email and can send this over to you asap.
What’s the difference between all of the Daily Momentum Planners?
There’s no difference between them – the only reason we put one in for each day of the month is so it’s easier to print an entire month at a time. It’s also so that, if you do print some, they can be used for any day rather than ONLY used for a specific day (you print, you miss a day, and suddenly that page is useless). You will see a spot directly under the title where you can enter the day and date, if you prefer.
How do I access the other pages in the portfolio?
To access the other pages, please see the image below:
– To open up the other pages, open up the left side panel, using the arrow that the Blue Arrow is pointing to.
– You can make this side panel bigger or smaller to see the contents, using the button that the Red Arrow is pointing to.
– From here, double-click on the folder you are interested in, and you will see the months, and then the remaining pages.
How do I extract individual pages from the planner?
It’s very simple to extract a separate page from the PDF – see below for instructions.
1) Go to Organize Pages, and it will pop up all of the pages in the file.
2) From here, you can choose the page you want (or, if you want to extract a few, click the ones you want).
3) Then, click “Extract” and have the box checked that says “Extract pages as separate files”. Finally, click the “Extract” button. It will prompt you to save in a certain place, so choose where you would like the files to go.
I want to print these off at a local printer, but I need a release. How can I get permission from PF?
Please email us at email@example.com, and we will email you a letter in PDF form that allows you permission to print. Keep in mind that the prints are for personal use only and may not be sold.
I have no idea where to get started with the planner. Do you have any training or resources available for this?
The methodology of the planner can be both intuitive and foreign. It’s intuitive because it captures the natural ways we seem to plan, but it can also be foreign because it asks you to make hard choices that you may not have been asking yourself.
The Monthly Momentum Planner is our go-to recommendation for where to start. The monthly level of perspective is high enough that you can get context, but not so high that you lose track of what needs to happen this week.
After that, you can decide whether you want to jump to the Daily Momentum Planner or the Weekly Momentum Planner. The latter makes the most logical sense, but sometimes you just want to get started on the day’s work.
In any event, allow yourself multiple planning sessions at first until you get the groove of it. Once you’re in the groove (and have the skills to do so), updating your planners shouldn’t take more than 20 minutes per session. Using the 10/15 Split – ten minutes to update your plans in the morning, 15 minutes of making the plan for the next day at the end of the day – can really help you build daily momentum.
Still looking for more resources to help you with the Momentum Planning process? We highly recommend learning more about the Momentum Planning e-Course, to really get a grasp on our planning methodology and take your productivity to the next level. Your purchase of the e-Course also comes with the Momentum Planner Digital Pack for FREE!
You can also take a look at the recording of the Momentum Planner Webinar we did where I give a general overview of all the planner, walk through real examples from real people, and answer general questions.