Whether you work in the field of education, marketing, or on a board, planning the year is an important task when we are about to start a new one. Creating an overview and a realistic plan is essential to get off to a good start and reach the goals of your projects. In this blog, we will present the advantages of using the interactive cyclical planner from Plandisc in the yearly planning.
All plans in one place
To create a good workflow and make the most of the hours you spend at the workplace, planning is necessary. However, the planning might be too time-consuming when you must coordinate across the entire workplace. You’ll often have to adjust along the way and then spend additional time informing your colleges about the changes. This takes up too much time and too many recourses while there is a risk that not everyone will get the new information.
Many workplaces use different Microsoft tools such as Office, Outlook, and Teams, which are each practical but creating a full overview based on these tools is time-consuming. In this situation, the interactive calendar from Plandisc can be helpful, as the Microsoft integrations allow you to attach files from Microsoft tools to the activities in your plandisc.
In addition, it is possible to synchronize your Outlook calendar with your plandisc so the activities you plan in one of these two calendars, will automatically appear in the other calendar as well. This makes Plandisc the ideal management tool as it collects all important files and information, while you still benefit from the advantages of each tool.
With Plandisc, planning meetings will be easier as well. Instead of keeping track of both the PowerPoint presentation, the agenda for the meeting, and an evaluation, you can simply attach the documents and create an evaluation directly in the activity. All that is left for you to do is invite participants and then they will have access to the information. In case something is added or changed, it will be updated for everyone, and you don’t have to spend time sending out e-mails to notify people of the changes.
Yearly planning that works on the long term
Often there are events that need to be repeated weekly, monthly, or yearly. However, these events still need planning which can take time as you will have to look at how and when it was done the last time and if that, according to the evaluation, was the best way to do it. When planning activities in Plandisc it is possible to automatically repeat them as often as you need. By using that function you have potentially planned important events years in advance. In this case, it makes sense to keep the goals and vision of the workplace in mind, which can be done easily by creating a plandisc whose rings combined represent the whole workplace.
Customize your plandisc
The needs and approaches to the yearly planning differ so Plandisc offers a variety of templates that can of course be customized to fit you and your needs. If you haven’t already tried the cyclical planner you can sign up for a free trial below:
