If you've been doing this for any amount of time, you know the feeling. You're two weeks out from an event and you just remembered you need branded polos. Or it's October and you're trying to order holiday gifts, only to find out the good stuff is already backordered. Or you approved a rush order and paid twice what you should have because the window closed without you noticing.
It happens to the most organized people. The problem isn't that you forgot. It's that nobody told you when to start.
That's Exactly Why I Built the Planning Window
The Planning Window is a simple two-layer annual planning system built for anyone responsible for company merch, events, onboarding kits, or seasonal gifting. One layer is an Event Timeline that shows you what's coming before it's urgent. The other is an Order Timeline that tells you exactly when to place orders, approve artwork, and confirm quantities.
It installs directly into your calendar so the reminders show up automatically. No spreadsheet to maintain, nothing to remember on your own.
There's also a bonus Event Trigger Reference List: a categorized checklist of corporate events, appreciation moments, and seasonal programs that teams commonly overlook until it's too late.
What's Included
- Annual Event Timeline (PDF) — a strategic view of seasons, gifting cycles, recruiting waves, and appreciation events
- Annual Order Timeline (PDF) — month by month, showing when to approve artwork, place orders, confirm quantities, and lock production timelines
- Calendar import files (.ics) so reminders land directly on your calendar
- Bonus: Event Trigger Reference List — a checklist of events and moments teams often overlook
Who It's Built For
If you're an HR manager, office administrator, founder, or operations lead who's responsible for ordering company swag, branded merchandise, or event materials — this was made with you in mind. You're juggling a lot. This takes one thing off your plate.
Already a Digital Hula client?
The Planning Window is complimentary for my clients. Just reach out and I'll send it right over. It's my way of making sure we stay ahead of your calendar together.
Not a client yet?
You can grab the Planning Window directly at getplanningwindow.com. It's a small investment in staying ahead, and it pays for itself the first time you avoid a rush fee.
Branded merchandise works best when it's planned, not scrambled. If you're tired of feeling behind on ordering, this is worth a look.