Best Laid Plans

Sarah Hart-Unger

Welcome to Best Laid Plans -- a podcast all about planning and the planning tools we love. From planning techniques and organizing philosophies to planners and notebooks, we cover it all. Host Sarah Hart-Unger is a mother of 3, physician, podcasting pro, and a lover of lists and all things paper! Listen in weekly for conversations about planning and productivity as well as product reviews and interviews with planning experts!

  1. 3 days ago

    October Q&A: Monthly Planners, Avoiding "Overplanning", Screenshot Follow Ups + More!

    In today's episode, Sarah kicks off with a planner peace segment from @lindyplans , who has been tracking financial data in a $2 notebook for 17 years, following in her parents' footsteps. She also shares a listener tip about clear sticky notes (like this: https://www.amazon.com/dp/B09XK8FCHC)Then, she answers several questions collected during the month of October, including:1) Recommending a monthly planner (without weekly or daily layouts)Options discussed: Leuchtturm 1917 (https://www.leuchtturm1917.us/products/monthly-planner-with-notebook-2027-16-months-english?variant=48586425139445), Hightide (https://www.atlasstationers.com/collections/hightide-planners/products/hightide-2027-monthly-square-diary-coton-a5?srsltid=AU7gw4WiuSMPcKhkvEEYE3wQeAHjPvjg8PdOjgWfoZpRXZT9gimrj0DK), Erin Condren (https://www.erincondren.com/monthly-planner), Ashley Shelly (https://ashleyshelly.com/product/2027-monthly-notebook-planner-amandas-favorites-collab ), Midori Double Schedule (https://www.jetpens.com/Midori-Double-Schedule-Diary-2027-B6-To-Do-Green/pd/53104)2) How do avoid overplanning AND overtweaking your system?3) Screenshot follow ups! 3 listeners share how they effectively manage phone screenshots as capture tool.NOTES:Planning By Season 2027 registration will be in next week's newsletter! Ensure you are signed up at theshubox.com/newsletterBest Laid Plans: Planning 2027 is open -- you can check out the details on Sarah's courses page at theshubox.com/courses OCTOBER SPONSORS Boll & Branch: Amazingly comfortable bedding. Get 20% off your first order plus free shipping at ⁠⁠⁠bollandbranch.com/plans⁠⁠⁠ with code plans Factor: Healthy meals with ultimate convenience. Visit ⁠⁠⁠factormeals.com/plans50off⁠⁠⁠ and use code plans50off to get 50 percent off and 1 free breakfast item per box for 1 year, while supplies last until 10/31/2026. Quince: Beautifully made classic pieces for your fall wardrobe, and more. Get free shipping on your order and 365-day returns. Explore Worldwide: Explore Worldwide’s trips are crafted, planned and facilitated by real human experts who know all those hidden local gems. Check out all of the wonderful options at ⁠⁠⁠exploreworldwide.com⁠⁠⁠IXL: Effective home learning for grades K-12! Visit ⁠⁠⁠https://www.ixl.com/plans⁠⁠⁠ to get the most effective learning program out there at the best price. Warby Parker: Buy one pair of glasses and get 20% off any additional pairs at ⁠⁠⁠WarbyParker.com/PLANS⁠⁠⁠. PrepDish: Strategic and healthy meal planning right in your inbox. Check out ⁠⁠⁠PrepDish.com/plans⁠⁠⁠ for 2 weeks, free! Learn more about your ad choices. Visit megaphone.fm/adchoices

    October Q&A: Monthly Planners, Avoiding "Overplanning", Screenshot Follow Ups + More!
  2. 19 Oct

    Current Daily Page Practices + Planning Tactics to Alleviate Anxiety

    In today's episode, Sarah shares her current daily layout (you can see a photo on today's show notes - theshubox.com) in the MD Notebooks she is currently using (Jetpens: https://www.jetpens.com/MD-Notebook-A5-Lined/pd/13606; Amazon affiliate link: https://amzn.to/4ds8jQL) as well as the prompt she uses to help with scheduling.Then, she discusses several planning tactics that help alleviate anxiety.NOTES:Sarah's annual planning course Best Laid Plans: Planning 2027 is open for registration at theshubox.com/coursesPlanning By Season 2027 will release via newsletter in early November - you can subscribe for more info and initial access at theshubox.com/newsletter OCTOBER SPONSORS Boll & Branch: Amazingly comfortable bedding. Get 20% off your first order plus free shipping at ⁠⁠bollandbranch.com/plans⁠⁠ with code plans Factor: Healthy meals with ultimate convenience. Visit ⁠⁠factormeals.com/plans50off⁠⁠ and use code plans50off to get 50 percent off and 1 free breakfast item per box for 1 year, while supplies last until 10/31/2026. Quince: Beautifully made classic pieces for your fall wardrobe, and more. Get free shipping on your order and 365-day returns. Explore Worldwide: Explore Worldwide’s trips are crafted, planned and facilitated by real human experts who know all those hidden local gems. Check out all of the wonderful options at ⁠⁠exploreworldwide.com⁠⁠IXL: Effective home learning for grades K-12! Visit ⁠⁠https://www.ixl.com/plans⁠⁠ to get the most effective learning program out there at the best price. Warby Parker: Buy one pair of glasses and get 20% off any additional pairs at ⁠⁠WarbyParker.com/PLANS⁠⁠. PrepDish: Strategic and healthy meal planning right in your inbox. Check out ⁠⁠PrepDish.com/plans⁠⁠ for 2 weeks, free! Learn more about your ad choices. Visit megaphone.fm/adchoices

    Current Daily Page Practices + Planning Tactics to Alleviate Anxiety
  3. 12 Oct

    Seasonality, Periodicity + October Q&A

    In today's episode, Sarah starts off by sharing some answers to listener question! First comes a planning adjacent question around protein intake, as a listener wanted to know which planning tactics help for meeting nutritional goals. Then, Sarah discusses options for managing on-the-fly screenshots. Finally, a listener with a toddler asks for advice for this challenging era and Sarah shares her experiences and tips from that time!Then, Sarah shifts gears and talks about the idea of seasonality or periodicity -the idea that we can't push hard all the time but instead need different levels of effort + rest within a day, week, month, season, and even year.NOTES:Course info: theshubox.com/courses -- registration OPEN for Planning 2027, and Planning By Season will be available for signup on 11/2 first via the newsletter. OCTOBER SPONSORS Boll & Branch: Amazingly comfortable bedding. Get 20% off your first order plus free shipping at ⁠bollandbranch.com/plans⁠ with code plans Factor: Healthy meals with ultimate convenience. Visit ⁠factormeals.com/plans50off⁠ and use code plans50off to get 50 percent off and 1 free breakfast item per box for 1 year, while supplies last until 10/31/2026. Quince: Beautifully made classic pieces for your fall wardrobe, and more. Get free shipping on your order and 365-day returns. Explore Worldwide: Explore Worldwide’s trips are crafted, planned and facilitated by real human experts who know all those hidden local gems. Check out all of the wonderful options at ⁠exploreworldwide.com⁠IXL: Effective home learning for grades K-12! Visit ⁠https://www.ixl.com/plans⁠ to get the most effective learning program out there at the best price. Warby Parker: Buy one pair of glasses and get 20% off any additional pairs at ⁠WarbyParker.com/PLANS⁠. PrepDish: Strategic and healthy meal planning right in your inbox. Check out ⁠PrepDish.com/plans⁠ for 2 weeks, free! Learn more about your ad choices. Visit megaphone.fm/adchoices

    Seasonality, Periodicity + October Q&A
  4. 5 Oct

    Top 10 Rules for Planning & Life Management

    Inspired by an episode of EMPowered Radio (https://macroswithem.com/pages/podcast) , Sarah is listing her top 10 Standard Operating Procedures or rules for planning and life management. The summary: Take your time to plan well, FIRST. No task left behind / Airtight Task ManagementEpisode mentioned: https://theshubox.com/2026/02/blp-ep-288-your-guide-to-airtight-task-management.html Planning goes in the planning container - once you have your list, you execute and focus on the task at hand One source of truth!!!! Control your inputs. Planning doesn’t occur in a vacuum - have a communication planLazy Genius Ep mentioned: https://www.thelazygeniuscollective.com/lazy/familymeetings Use the tools that make you happy and fit your current life circumstances. Switch if you want, but you better have a really good reason. Watch your energy and remember you are a human — even during the planning phases. For the most part, TRY to remain faithful to your list. (goes hand in hand with making a realistic list!!!!) Be willing to iterate - don’t let planning box you in too tightly!!! ADDITIONAL INFO:Course info including Best Laid Plans: 2027 registration (now also CME option available!) - visit theshubox.com/coursesNewsletter: theshubox.com/newsletter OCTOBER SPONSORS Boll & Branch: Amazingly comfortable bedding. Get 20% off your first order plus free shipping at bollandbranch.com/plans with code plansFactor: Healthy meals with ultimate convenience. Visit factormeals.com/plans50off and use code plans50off to get 50 percent off and 1 free breakfast item per box for 1 year, while supplies last until 10/31/2026.Quince: Beautifully made classic pieces for your fall wardrobe, and more. Get free shipping on your order and 365-day returns.Explore Worldwide: Explore Worldwide’s trips are crafted, planned and facilitated by real human experts who know all those hidden local gems. Check out all of the wonderful options at exploreworldwide.comIXL: Effective home learning for grades K-12! Visit https://www.ixl.com/plans to get the most effective learning program out there at the best price.Warby Parker: Buy one pair of glasses and get 20% off any additional pairs at WarbyParker.com/PLANS.PrepDish: Strategic and healthy meal planning right in your inbox. Check out PrepDish.com/plans for 2 weeks, free! Learn more about your ad choices. Visit megaphone.fm/adchoices

    Top 10 Rules for Planning & Life Management
  5. 28 Sept

    Planner Shopping Tips + 2 Mini-Reviews -- Aura Estelle + Faded Chronicle

    It's a planner-packed episode today!Sarah discusses:- Planner buying season - mindset + shopping tips! For fun, Sarah's 2027 stack can be viewed at youtube.com/@bestlaidplansvideo- Upcoming planning experiences, including Planning 2027 (registration opens 10/1, with details in the newsletter - theshubox.com/newsletter). Special bonus this year - participants also get the brand new Nested Goals workbook (pdf).- Reviews of two fantastic Tomoe River Paper options:1) Aura Estelle Magnet Planner (A5 vertical weekly - https://www.auraestelle.com/products/2027-weekly-vertical-magnet-planner?variant=48662624469224) - $54.95 (preorder)2) Faded Chronicle (A5 Collective - https://fadedchronicle.com/products/preorder-the-2027-chronicle-planner-tn-all-in-one?_pos=1&_fid=ae647e958&_ss=c) - $59If you'd like to be entered for a chance to win one of these, visit today's show notes at theshubox.com (winner drawn 9/30!). OUR SPONSORS: IXL: Make an impact on your child’s learning, get IXL now. Best Laid Plans with listeners can get an exclusive 20% off IXL membership when they sign up today at ⁠⁠https://www.ixl.com/plans⁠⁠. Factor: Head to ⁠⁠factormeals.com/plans⁠⁠ and use code plans50off to get 50 percent off and 1 free breakfast item per box for 1 year, while supplies last until 10/31/2026. Boll & Branch: Upgrade your sleep with Boll & Branch. Get 15% off your first order plus free shipping at ⁠⁠BollAndBranch.com/plans⁠⁠ with code plans. Quince: Find the fall pieces you’ll reach for most at Quince. Download the Quince app for app-exclusive offers or go to ⁠⁠quince.com/plans⁠⁠ PrepDish: Make your menu planning so much easier! Try it free for 2 weeks by visiting ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠prepdish.com/plans⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

    Planner Shopping Tips + 2 Mini-Reviews -- Aura Estelle + Faded Chronicle
  6. 21 Sept

    Mixed Bag Episode! Fall Life Update, Course Info, Weekend Ideas, and Planning FAQs

    In today's mixed bag episode, Sarah chats about:- Current life update, 1 month into Quintile 4 (Back to School)- Hobonichi drama with happy ending (eventual unboxing video will be at https://www.youtube.com/@BestLaidPlansVideo -- but likely not for a week or so!)- Upcoming course offerings (including 2027!) - brief overview, with first 2027 courses launching in October. (Best place to stay up to date about offerings is the newsletter - theshubox.com/newsletter !)- Great listener tips from M on weekend planning to balance intention + spontaneity (love his idea of last-minute performance tickets!)- FAQs -- the 5 things I get asked most often, with overview responses! The questions:1) Where should I capture this task? (Reference - Airtight Task Capture ep: https://theshubox.com/2026/02/blp-ep-288-your-guide-to-airtight-task-management.html)2) I have a lot going on- which planner should I use?3) What do I do if my partner resists planning?4) What happens if the month and season start at the time time (or if the season starts just before the month, or vice versa?)5) What do I do if my plans go up in flames every time I start my work day due to some emergency? OUR SPONSORS: IXL: Make an impact on your child’s learning, get IXL now. Best Laid Plans with listeners can get an exclusive 20% off IXL membership when they sign up today at ⁠⁠https://www.ixl.com/plans⁠⁠. Factor: Head to ⁠⁠factormeals.com/plans⁠⁠ and use code plans50off to get 50 percent off and 1 free breakfast item per box for 1 year, while supplies last until 10/31/2026. Boll & Branch: Upgrade your sleep with Boll & Branch. Get 15% off your first order plus free shipping at ⁠⁠BollAndBranch.com/plans⁠⁠ with code plans. Quince: Find the fall pieces you’ll reach for most at Quince. Download the Quince app for app-exclusive offers or go to ⁠⁠quince.com/plans⁠⁠ PrepDish: Make your menu planning so much easier! Try it free for 2 weeks by visiting ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠prepdish.com/plans⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

    Mixed Bag Episode! Fall Life Update, Course Info, Weekend Ideas, and Planning FAQs
  7. 14 Sept

    Planning Big Projects + Making Room for Fun with Gemma Hartley

    In today's episode, Sarah interviews author and mother of 3 Gemma Hartley about her planning system, with a focus on the tools Gemma uses to plan (and enjoy life!) while she tackles bit projects like writing a book.Mentioned on the podcast:Standard Issue planner: https://www.barnesandnoble.com/w/2026-2027-black-standard-issue-weekly-desk-planner-designworks-ink/1148365276Google TasksNotionCourses page: theshubox.com/courses (find info on the free time management for heathcare providers webinar here!)Sarah's newsletter: theshubox.com/newsletter OUR SPONSORS: IXL: Make an impact on your child’s learning, get IXL now. Best Laid Plans with listeners can get an exclusive 20% off IXL membership when they sign up today at ⁠https://www.ixl.com/plans⁠. Factor: Head to ⁠factormeals.com/plans⁠ and use code plans50off to get 50 percent off and 1 free breakfast item per box for 1 year, while supplies last until 10/31/2026. Boll & Branch: Upgrade your sleep with Boll & Branch. Get 15% off your first order plus free shipping at ⁠BollAndBranch.com/plans⁠ with code plans. Quince: Find the fall pieces you’ll reach for most at Quince. Download the Quince app for app-exclusive offers or go to ⁠quince.com/plans⁠ PrepDish: Make your menu planning so much easier! Try it free for 2 weeks by visiting ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠prepdish.com/plans⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

    Planning Big Projects + Making Room for Fun with Gemma Hartley
  8. 7 Sept

    Routines Deep Dive + Weekend Planning Challenges

    Today's episode is all about routines! First, Sarah addresses a listener question around weekend planning - how to avoid feeling like the time was wasted without locking yourself in to too many scheduled activities?Then, Sarah talks all about ROUTINES -- why they deserve attention, and a wide variety of routines you might not have thought about (from your "getting ready" routine to your shutdown ritual!). Note of a FREE 2-session seminar on time management for healthcare providers (Sarah is cohosting along with two Johns Hopkins physicians) - get the signup link on today's show notes post at theshubox.com. OUR SPONSORS:IXL: Make an impact on your child’s learning, get IXL now. Best Laid Plans with listeners can get an exclusive 20% off IXL membership when they sign up today at https://www.ixl.com/plans.Factor: Head to factormeals.com/plans and use code plans50off to get 50 percent off and 1 free breakfast item per box for 1 year, while supplies last until 10/31/2026. Boll & Branch: Upgrade your sleep with Boll & Branch. Get 15% off your first order plus free shipping at BollAndBranch.com/plans with code plans. Quince: Find the fall pieces you’ll reach for most at Quince. Download the Quince app for app-exclusive offers or go to quince.com/plans PrepDish: Make your menu planning so much easier! Try it free for 2 weeks by visiting ⁠⁠⁠⁠⁠⁠⁠⁠⁠prepdish.com/plans Learn more about your ad choices. Visit megaphone.fm/adchoices

    Routines Deep Dive + Weekend Planning Challenges
4.9
out of 5
34 Ratings

About

Welcome to Best Laid Plans -- a podcast all about planning and the planning tools we love. From planning techniques and organizing philosophies to planners and notebooks, we cover it all. Host Sarah Hart-Unger is a mother of 3, physician, podcasting pro, and a lover of lists and all things paper! Listen in weekly for conversations about planning and productivity as well as product reviews and interviews with planning experts!

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