Personal Planner

What is a personal planner ?

A personal planner is a tool that is used to order and specify the progress of the tasks that an individual must complete. This tool allows team members, and especially managers, to see their respective progress very quickly and efficiently. To do this, a personal planner is illustrated by several categories:

  • The name of the person to whom the planner belongs
  • The subject matter
  • What needs to be done
  • What is in progress
  • What is done
  • What has been postponed
  • A comment area
  • A parking lot (What is on hold)

It is important that your personal planner be continually updated to ensure that other team members have the most up-to-date information. This allows multi-site and cross-collaborative teams to readily see and understand task and project progress at a glance.

Why is a personal planner used?

The use of personal planners is particularly appreciated within a team because it brings a greater common understanding, especially during team meetings. This tool makes it easy to visualize the tasks of a team member while providing additional information.

Who uses a personal planner?

Everyone can find value in using a personal planner for visual task and project management, no matter what sector or department.

How to set up a personal planner board in iObeya?

To set up a Personal Planner board in your visual collaboration space, follow these steps:

  1. Enter your room, then click Configure the room at the bottom right of the screen.
  2. Add a blank board to your room.
  3. Select the Personal Planner board background from the background catalog.
  4. Add in your tool dock a new set of Notes and rename them according to the columns’ titles.
  5. Your board is now ready to be used.

Pro Tips on how to set up a personal planner

It is important to regularly update your personal planner. The use of this tool during a team meeting is highly recommended because of the efficiency it brings.

Get started with this template

Why iObeya

Virtual Obeyas for hybrid teams

A workspace structured as a physical Obeya

Best in class integrations

Jira, ADO or custom made with the API (0365 &Power automate...)

Digitize Lean and Agile

Adopt Visual Management System for your Lean & Agile methods

Enterprise-grade security

The leading security solution on the market

Product Highlights

Browse and read the latest product news and announcements from the iObeya team

Discover the full range of iObeya features

Boards, cards, facilitation mode, integrations and more...

iObeya for the pharmaceutical industry

Discover how iObeya helps pharmaceutical companies improve quality, compliance, and production performance.

Guided tour

Step Into our Optimized Lean Manufacturing Showcase

Resources

Customer testimonials

Check out all of our customer and partner testimonials

Blog

Learn more about Visual Management

Events

Find out more about our past and future events

Product highlights

Browse and read the latest product news and announcements from the iObeya team

Features

Discover the full range of iObeya features

Discover many teamplates

Download our ready to use Lean, Agile and Visual Management templates including kanban, SQCD, ROAM....

Resource Center

A dedicated space for our users to improve their visual management practices and new ways of working within iObeya

Lean corner

Explore Our Library of Lean Standards Cheat Sheets

Your guide to Manufacturing, Operational Excellence, Continuous Improvement & much more.