PLAN with Katie

Join me for Zoom coaching sessions so we can create your P.L.A.N. together!

Currently, coaching is offered in two areas:

  1. How to use the P.L.A.N. System to organize your life.
  2. How to start a YouTube channel and work with your favorite brands.

2023 Introductory Pricing: Book a single session for $75 or bundle 3 and get the 4th free for $225!

CURRENT AVAILABILITY: Evenings & Weekends ONLY

Scroll down to see what the P. L.A.N. System is all about!

To schedule your session(s)...

Fill out the intake form below. Choose single session or bundle of 4 sessions. Upon purchasing coaching, you'll receive further instructions on how to book a time for your appointment in Calendly. We will meet via Zoom, so be sure to set up your Zoom app in advance of our call.

P - PRIORITIES


What are your priorities? What are your goals? Which planners should you be using and what are you going to track in each one? Let's determine your planner stack and create your planning system, based on your priorities in these 6 areas: self-care, family, household, financial, goals and other projects.

ORGANIZATION: How to set up your planners for success, based on your priorities and goals.



L - LISTS



We will create your master planning to-do lists in each of your priority areas, decide which habits you want to replace, work on your goal strategy, and list out your daily routines and journaling topics for personal development.

ACHIEVEMENT: How to set goals and create a strategy to achieve them.


A - Assignments



Let's talk about time blocking and assigning tasks to time blocks on your calendar, weekly and daily planning pages. This will maximize your productivity. Sometimes, less it more when it comes to getting things done!

PRODUCTIVITY: How to master time management, and develop routines and habits that work for you.

N - NOTES



Not sure what to write in your planner? Let's talk about what you are going to write in your planner, and when you're going to write in your notes. Our goal is to have a completed planner at the end of the year which contains some of the most valuable information about YOU, to use for powerful self-reflection.

PERSONAL DEVELOPMENT: You are your own trainer... what do you want to learn and master?

To schedule your session(s)...

Fill out the intake form below. Choose single session or bundle of 4 sessions. Upon purchasing coaching, you'll receive further instructions on how to book a time for your appointment in Calendly. We will meet via Zoom, so be sure to set up your Zoom app in advance of our call.

Frequently Asked Questions



When and where are sessions held?

You choose your preferred session time in Calendly and meetings are held in Zoom.
CURRENT AVAILABILITY: Evenings & Weekends ONLY




Is Coaching right for me?

If you are finally ready to GET ORGANIZED, focus on your goals, and ready to put systems in place that will lead you to SUCCESS, then consider Coaching. I will help you to customize your planning system around your unique lifestyle and coach you toward the routines that will make things happen for you!




Can I purchase coaching more than once?

Absolutely! If you find yourself in need of coaching more than once, simply purchase the coaching again, or a package of 4 sessions!





Can I get a refund if I'm unhappy with my purchase?

Since Coaching is offered LIVE and is a time is set aside just for you, refunds are not available for Coaching products.




Your Planning Coach: Katie Shea


Katie Shea is a creative planner with over 20 years of corporate experience as a professional administrator for busy executives in multiple industries. She is the founder of The Planner School and The Planner Channel (YouTube) where she combines a decorative approach with functional planning and shares productivity education along with relevant product tutorial videos. Katie lives in beautiful sunny Southwest Florida with her son and fiance. She is also a former hunter/jumper equestrian instructor and trainer.

Grab your planner and join Katie as you Create a Powerful PLAN for your life!

To schedule your session(s)...

Fill out the intake form below. Choose single session or bundle of 4 sessions. Upon purchasing coaching, you'll receive further instructions on how to book a time for your appointment in Calendly. We will meet via Zoom, so be sure to set up your Zoom app in advance of our call.