Stop Reacting To Your Shop.
Start Leading It.
Most shop owners have a planner for appointments and daily tasks. What they don’t have is one place for shipment schedules, marketing calendars, revenue goals, and quarterly priorities. Without that bigger picture, important plans get buried under whatever needs attention today.
Promotions get planned the week they launch instead of the month before.
Somewhere around July you find the project that mattered back in March. Still sitting there, untouched. A sales goal you set with real intention in January doesn’t get looked at again until fall.
Buying, staffing, marketing, and events all compete for the same six hours between opening and closing. The store stays busy. The decisions that would actually change the year keep waiting for a day with more room in it.
That day doesn’t come by itself. It’s a systems problem, and it’s fixable with the right pages in front of you.
Built by a former shop owner. Shaped by years of conversations with shop owners running theirs right now.
The 2027 Shop Planner
One place to map the year, plan promotions and priorities, track the numbers that matter, and keep the decisions that count visible as the year unfolds. Same planning system, printed or digital.
What Changes When Your Plans Work Together
| When Planning Is Scattered | With A Retail Planning System |
|---|---|
| A sales goal set in January and untouched by summer | Quarterly check-ins that keep the goal visible and give you time to adjust |
| Important information spread across several different places | One dependable place to see your plans, priorities, and progress |
| Promotions planned the week they launch | Marketing mapped out early enough to prepare, promote, and follow through |
What’s Actually Inside
The printed and digital planners hold the same pages, worksheets, and trackers. Only the format changes.
Leadership & Priorities
Biggest goal, top 3 priorities, biggest challenge, people to support, processes to improve, customer experience focus, hiring and staffing priorities, and what quarterly success looks like.
Four times a year, you decide what actually matters next instead of whatever’s loudest that week.
Planning Worksheets
Important Dates, My 2027 Goals, Events by Month, Shipment Schedule Jan-Jun, Shipment Schedule Jul-Dec, Retail Store Layout, Grid & Dot Pages, Spring Cleaning Checklist.
The buying and staffing calls you’d otherwise be holding in your head, written down before you need them.
Monthly Pages
Dated planning calendars, a marketing planner with dated email and post ideas, and a monthly reflection: wins, challenges, star ratings across business, finances, health, relationships, and personal growth, plus retail-specific takeaways like what sold better than expected and what customers kept asking for.
Every month closes with what you actually learned from it, not just what you crossed off.
Dated Marketing Planner
Every day of the month with space for the email or post idea, so promotions get planned the month before, not the week of.
Plan promotions early enough to coordinate the details, communicate them consistently, and avoid throwing something together the morning you need to post.
Tracking Tools
Cash Management Report, Ecommerce Tracker, Revenue Goal Tracker, Monthly Marketing Tracker, Monthly Sales & Goals Tracker.
Keep your numbers in one place instead of scattered across tabs, reports, and a notebook by the register, so you can see where you stand at a glance.
Monthly Reflection
Wins and progress, challenges and what you learned, a rating across business, finances, health, relationships, and personal growth, plus retail takeaways: what sold better than expected, what customers kept asking for, and what surprised you.
Carry what you learned this month into the next one, while the information is still fresh enough to guide your decisions.
Sound Familiar?
- You’ve had a sales goal sitting untouched since January and you know it.
- You’re already running a store and want everything in one place instead of six.
- You want planning pages built around retail, not adapted from a generic day planner.
- You plan on paper, on a tablet, or honestly both depending on the week.
Choose Your Format
Both versions hold the same planning system. Choose based on how you actually plan.
Printed Planner
Digital Planner| Printed Planner | Digital Planner | |
|---|---|---|
| Format | 8.5″ x 11″ bound paperback | Downloadable PDF |
| Writing tool | Pen or pencil | Tablet and digital pencil |
| Duplicate, export or print pages | No | Yes |
| Move, copy or erase writing | No | Yes |
| Use digital stickers | No | Yes |
| Use across multiple devices | No | Yes |
| Online-calendar syncing | No | No |
| Delivery | Shipped | Delivered by email |
Choose Printed, Digital, or Both
- 8.5″ x 11″ bound paperback
- Free shipping within the US, including AK and HI
- Fulfilled within 5 business days (most within 1-3), plus USPS transit time to reach you
- International shipping available, contact for a quote
Save $39 vs. buying separately
- Both the Printed and Digital Shop Planner
- Plan on paper at your desk, digital everywhere else
- The most flexible way to use it, or a way to gift one to your manager
- Downloadable PDF file you upload into a note-taking app on your tablet
- Delivered by email immediately after purchase
- Access to a library of short video tutorials included
- Available worldwide
A few fun extras are available at checkout:
- Printed Planner Accessory Kit — Make your planner even more fun to use with sticker sheets, gold monthly tabs, a bookmark, and a gold paperclip pen holder, so your pen is never missing when you need it. All shown here.
- 298-Piece Digital Sticker Bundle — Add color, personality, and helpful reminders to your Digital Planner.
- AI Planning Toolbox — A planning assistant with five specialized skills, built to help you get more from your planner and think through your next step when you’re stuck.
The More We Sell, The More We Give
Every sales milestone this launch increases the donation to Heart on Main Street, a nonprofit that provides disaster relief grants to independent retailers. The total climbs as we go.
What Planner Owners Say
Printed Planner Owners
We keep it near the register and use it during staff meetings to write out weekly priorities, like what displays need changed, what to discontinue, and what signage to update.
I prefer the paper version, I’m old school and can’t get the hang of digital. Thank you for helping me stay more organized with this planner.
Love this planner! I have just about swapped over to only this planner vs the 3 I had before.
Digital Planner Owners
This is the most consistent I have EVER been using a planner, and it’s my first digital one. I’ve been using it ever since, along with the foot traffic tracker, which has been helping immensely to see what days of the week are busier than others.
I use the planner on an iPad with the GoodNotes app. I LOVE it. I didn’t think I would as much as I do. The links are incredible and made the transition to digital easier.
Having a calendar with all the planning tools and worksheets in one place has really helped me organize my brain and my time. I don’t have little pieces of paper everywhere.
What Shop Owners Love
I love my planner and find I have more clarity throughout my week when using it. I especially love the gratitude box and make a point to start every day with that.
I LOVE that it is there for me when I need inspiration or to help calm my brain.
I LOVE having them as that structure to try to stick to. I love that they give me a heads up on so many things that sneak up on a shopkeeper.
A Former Shop Owner, Building For Shop Owners
I spent 8 years co-owning a brick-and-mortar store before becoming a retail coach. I know how many moving parts a store owner manages: inventory, marketing, staffing, cash flow, events, and everything that lands on the calendar at the last minute.
For years, shop owners in the Savvy Shopkeeper community told me they wanted a planner that actually worked for their business. Traditional planners held their appointments and to-do lists. They weren’t built around the rhythms and decisions of running a retail store.
I built the Shop Planner around what those store owners actually needed: their goals, numbers, priorities, and plans, in one place, so you spend less time holding it all in your head and more time leading your shop with intention.
Kathy Cruz
FAQs
Everything you need to know before choosing your planner.What type of store is this for?
The Shop Planner is designed for independent brick-and-mortar retail store owners. Whether you sell apparel, gifts, books, plants, specialty foods, home goods, or something entirely your own, the planning tools can be adapted to your shop.
How fast will my printed planner ship?
Orders ship within five business days, although most leave my home office within one to three business days. You’ll receive tracking information by email as soon as your planner is on its way. Printed planners are shipped via USPS Ground Advantage mail.
Is shipping included for the printed planner?
Yes. Standard shipping is free within the United States (including AK and HI this year!). For printed planners shipped internationally, contact us for availability and a shipping quote. Buyers are responsible for any customs duties, taxes, or import fees. The digital planner is available worldwide.
What do I need to use the digital planner?
You’ll need a tablet, digital pencil, and a compatible annotation app such as Goodnotes or Samsung Notes. Our updated blog post can help you choose the right accessories and app for your device.
What’s the difference between the options?
Both versions include the same planning pages, calendars and tools. The printed version is an 8.5-by-11-inch bound paperback you can write in by hand. The digital version is a downloadable PDF designed for use with a tablet, digital pencil, and annotation app.
What makes this different from other planners?
The Shop Planner was created specifically for independent retailers. Its annual planning tools, monthly pages, trackers, and worksheets reflect the real responsibilities and rhythms of running a brick-and-mortar store.
What’s your return and refund policy?
Because the planners are dated products and digital files cannot be returned, all sales are final. If your printed planner arrives damaged or you receive the wrong item, please contact us so we can make it right.
When and how will I receive the digital planner?
Your digital planner will be delivered by email after purchase, so there is nothing to ship. You’ll also receive access to short setup tutorials that show you how to import and begin using it.
Do you offer bulk pricing for organizations that support indie retailers?
Yes. If you represent a Chamber of Commerce, downtown merchants association, or similar organization wanting copies for your member businesses, contact us for group pricing.
What dates and calendars are included in the planners?
January through December 2027 with monthly and weekly dated calendars. Note: daily calendar pages are not included in the 2027 Shop Planner.
Does the digital planner sync with my online calendar?
No. The digital planner is a downloadable PDF that you write in using an annotation app such as Goodnotes or Samsung Notes. It does not connect or sync with Google Calendar, Apple Calendar, or other digital calendars.
Is the printed version a coiled planner?
The printed planner is an 8.5-by-11-inch bound paperback. It is not spiral or coil bound and does not have tabs.
Start Planning 2027 Before Q4 Gets Busy
The 2027 Shop Planner is built to help you make the decisions that matter before the pressure is on, not after.
Choose Your Planner