OneNote for Digital Planning: The Secret to Success

Branden Bodendorfer
3 min readAug 29, 2024

I am a big fan of digital planning. I’m also a big fan of OneNote. So, combine the two and you’ve got a match made in planner heaven! Using OneNote for digital planning is a great way to get organized (and the app is free — even better).

OneNote is a powerful app that is free to use and has a lot of helpful integrations.

It’s a digital note-taking application developed by Microsoft, designed to help users organize and manage their notes, ideas, and information in one centralized location.

It is part of the Microsoft Office suite but is also available as a standalone application across various platforms, including Windows, macOS, iOS, Android, and via web browsers.

The app’s ability to integrate multimedia, collaborate in real-time, and sync across devices makes it an ideal choice for anyone looking to streamline their planning process.

OneNote Digital Planning

The trick with OneNote digital planning is to look for a planner specifically designed for OneNote. This is because OneNote’s structure is different from other applications.

For example, the Key2Success Digital Planner (my favorite!) is specifically designed to take full advantage of OneNote’s capabilities. It offers a structured, yet flexible, planning system that can be easily integrated into OneNote, providing a comprehensive planning solution.

  • Structured Layout: The Key2Success Digital Planner provides a clear, organized layout within OneNote, with sections dedicated to different aspects of planning, such as daily tasks, weekly reviews, monthly goals, and yearly reflections. This structure helps you stay focused and organized, leveraging the strengths of OneNote for digital planning. There are four versions of the planner to choose from — based on your needs.
  • Hyperlinked Navigation: The planner includes hyperlinked tabs and sections (make sure you look for that version), making it easy to navigate between different parts of the planner within OneNote. This feature is particularly useful in OneNote for digital planning, where quick access to your plans can save time and increase productivity.
  • Customization with OneNote: While the Key2Success Digital Planner provides a strong foundation, OneNote’s flexibility allows you to customize it further to suit your needs. You can add your sections, pages, and multimedia elements, ensuring that the planner works exactly how you want it to. Check out the Tiles shop for more customization options.
  • Collaborative Features: The ability to share the Key2Success Digital Planner within OneNote means you can collaborate on planning with colleagues, family members, or project teams. This makes OneNote for digital planning not just a personal tool, but a collaborative one as well.

So, if you’re interested in using OneNote for digital planning, I’d start by exploring Key2Success.

Visit the OneNote Planner Shop

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