Template Descriptions [Depreciate Febuary 11th 2006]

Template Descriptions

The accompanying PDF files contain a number of templates, most of which are in the main file diyplanner2.pdf.  If you print the entire file as a booklet on a duplex printer, everything should work well -- however, I certainly recommend printing only one template at a time in the desired numbers to minimise wastage. See the Printing How-To later on for more information.

Covers (& Kit)
In this package, you will find a directory called covers/ with the following files:

  • cover_waterlilies.pdf: This is the "default" cover for the D*I*Y Planner, a pond scene with yellow water lilies. There are two versions in this file, one with a large image and one with a small centred image.
  • coverkit_ooo1.sdx: This is an OpenOffice.org 1.x Draw template for creating your own cover. See the Creating a Cover section for a detailed how-to.
This form is for owner information such as your name, phone numbers and email address, as well as for an emergency contact. You should certainly take the time to fill this out as soon as possible. If your planner were to be lost, these details can help a kindly soul return it to you. Note that this template is generally meant to be put on the flip side of your cover so that it's easy to find.
Important Numbers
These are all the numbers you need in an emergency, in one place, so you don't have to go digging for  information if a crisis occurs. Take a half-hour and find the numbers for your local hospital, fire department, poison control centre, landlord, etc. The flip side of the template is for other numbers such as babysitters, drugstores, copy centres, technical/computer helpdesks, crisis hotlines, support groups and pizza places.
Day Keeper
By popular demand, here is an undated daily planner, complete with hours from 8 am to 6 pm, an actions list, a slot for evening plans, and a general notes section. (As many other daily planning solutions have copyrighted names, I've decided to name this after the ancient Mayan shaman-priest time keepers. Hopefully, there aren't some really old Meso-Americans out there with a lawsuit in mind.)
Weekly Planning
An undated and fairly basic weekly planner. Face it in a spread with another week, a Next Actions page, a GTD All-In-One page, or a Covey Weekly template (according to your organisational religion).
Monthly Planning
An undated and fairly basic monthly planner. The front and back work like a spread. The "Quickscan" has a number of possibilities: a "quick list" of all the days of the month with major events (à la Day Runner Pro); a short list of to-do items; a list of priorities; what bills are to be paid and when; or which day each batch of homebrew is going to be ready. Hey, it's a tweakable system: you decide how to use it.
Covey Weekly
Even if you don't subscribe to Covey's methods, this is still an effective way to manage your various roles, goals and actions, so it can be applied to GTD-style methods as well. If you're interested in this approach, I'd highly recommend you read First Things First (see the Essential Links section), but here's the gist.... The "Sharpen the Saw" box is where you can focus on your long-term goals and expand your current horizons by ensuring that you have stated weekly objectives based upon the following areas: Physical, Social/Emotional, Mental and Spiritual. (Good advice, methinks: I usually forsake one or more to concentrate on the others.) The "roles" are the various roles you play in your life, such as father, husband, business executive, chairperson, volunteer, etc.; balance your life by ensuring goals or actions are present in each. Link these to your actions list(s) or your schedule (your hard landscape, in GTD). Yes, this is a very basic description --and probably not a lot of help to you-- but that's why I advocate reading plenty of books, the tree-killer that I am. (Based upon the writings of Stephen R. Covey.)
GTD All-In-One
This is for those people who would like a handy all-in-one form to use opposite their calendar pages. This contains places for Next Actions and Waiting For items, as well as a place to jot important notes. This is aimed squarely at GTD methodologies (hence the name), but is generic enough to be used by almost anybody. If you maintain a separate tab for Actions --as I do-- you can write the context atop at the right. (Based upon the writings of David Allen.)
Next Actions
The quintessential engine behind the GTD methodology, the Next Actions form is where you actually get things done. You can keep these forms in your Actions tab and set contexts like "Office", "Home", "Errands", "On the Road" and others, depending on how and where you work. When you do your weekly review of projects, write down the next actions (remember: short, doable items) for each one into the appropriate context. Tick off each one as you get it done. Set deadlines as needed. Prioritise too, if you need to. (I'm not getting into the finer points of GTD here. Obviously, you should read the book if you want to make the most of this.)
Waiting For
Use this form to take care of those tasks which you have delegated to others, or are waiting for someone else to complete. Space is included for the task, the due date, the delegate, the delegated date, a note, and a priority. Like Next Actions, keep the Waiting For lists in clear context, and review them frequently. Check each one off when done.
Use this form to set up agendas for each person or meeting for which you have to remember things. For example, you may create an agenda for your boss, and as you think of each topic you need to bring up or discuss, write it down. The next time you have to speak with him or her, whip out the list and be sure to impress with your top-notch organisational skills. Or at least not appear like a scatter-brained employee who forgets everything except paydays.
Someday/Maybe Quicklist
Inspired by GTD, this is basically a list for gathering all those fleeting brainstorms, quirky ideas, productivity bits, project seeds and other items that strike you as something you'd like to do someday, maybe. This quicklist is perfect for brief items like "Learn pbpaste", "Check into doing an MBA", "Read Python tutorial", "Send Merlin Mann a love note", "Talk to Phyllis about breeding hamsters", etc.. Don't forget to write down a reason so you can remember why you found the idea interesting, or at least rationalise how silly or inconsistent you might be on a day-to-day basis.
Someday/Maybe Projects
This is for more thought-out someday/maybe items, the sort of things that probably come to you in the middle of the night when you're lying in bed and get really excited by some project idea that either slips away with sleep, or seems like patent lunacy in the light of day. I tend to jot down rough notes first, then migrate them into these forms when they start to make sense. I have hundreds of these projects, 99% of which are ridiculous. From the 1% that did make sense, this D*I*Y Planner was born.
Goal Planning
A simple template to identify and plan for your missions and goals. Rather like an Objectives form with many, many steps. Especially suited for mid- to long-term personal projects like getting physically fit or learning new subjects. (Based upon the writings of Stephen R. Covey.)
Use the Objectives sheet for outcomes-based notes and planning. Each of these can be a "mini-plan," or compliment a full project plan as a sub-project. Outline the benefits, obstacles and steps to meeting the objective. You can set a date, priority, and description for each objective as well. You may use the "Outcome" field either as a note describing the final outcome, or as a place to visualise what the successful outcome will be. (Whichever you find more effective, being a by-product of the way in which you approach projects.)
Covey Quadrant
Despite adhering to GTD, some folks (myself included) tend to find Stephen Covey's Urgency/Importance quadrant diagram handy for setting out weekly tasks. In a nutshell, he emphasises that you should avoid Q3 and Q4 activities and concentrate as much as possible on Q2 when you're not doing Q1. It's not GTD in its canonical sense, but sometimes this process can help to better judge those tasks which deserve to be in your action lists, and to focus on those important forward-thinking items that aren't on your radar because they don't seem so urgent at any given moment. The usage of this form is fairly easy to understand: map your current and upcoming tasks and needs to the appropriate place in the diagram, and make your decisions based upon their location. This is another way of making decisions about Next Actions. You'll find a little more information on the c2 Wiki, SharedVisions, and of course his books (see the Essential Links section).
To Do
A simple and generic to-do list. Among other possibilities, I use this to record all the little and varied tasks I need to accomplish for small projects that are not finitely planned-out. These can be carried into Next Actions forms.
Project Details
(Note to v1 users: the former Project Outline template has now been split into two: Project Details and a revised Project Outline form. Adjust your neural pathways accordingly.) Before undertaking a project, you should think carefully about everything you need to bring the project to a successful outcome, and then document these things. Use the front page of this form to give your project a title, a deadline, and then list your objectives or description -- fill this in, lest you lose focus. Note your basic resources, such as your main team members, equipment, references, etc., and use the rest of the page for sketches and notes. The flip side of the form is for the nitty-gritty. What's the budget and associated restrictions? Who exactly is going to be involved, and what's the best way to contact them? What locations are going to be used, either by way of office, production or shoot? What are the primary materials needed, and are the costs? Use the rest of the form to note other project-related requirements (rentals, paperwork to be filed, clearances to obtain, copyrights to clear, etc.). Once you know this, you can move on to the Project Outline.
Project Outline
This form is used for planning out medium-sized projects (you can use an Objectives form for small projects, but I recommend using specialised project management software for large ones). Project Outline is a natural continuation of the Project Details form, and you should break down your description and objectives further for the front page of this template: be succinct! Summarise your main obstacles and the solutions for them. Use the rest of the form for detailing the main steps needed to bring your project to a wildly successful outcome. (I often suggest people use scratch paper or a whiteboard, and then work backward from the desired outcome to where they are today; however, you will find a hundred ways to plan out a project, depending upon who you ask.)
Project Notes
This is a simple grid that you can use to write project notes, draw diagrams, create lists, outline topics, create hierarchies, devise strategies for disposing of a troublesome team member, etc..
Contact Log
When you're working on a project, you often need to talk to people and write notes and deadlines based upon those conversations. The Contact Log gives you a place to put all the contact's details in one place, summarise each conversation, and schedule follow-up calls (or email).
This is a handy little form to keep track of people and businesses pertinent to a particular project or subject. Some ideas: a "yellow pages" for types of restaurants; a mailing list; suppliers for a project; mail-order or online stores for your hobbies; invited people for a wedding or party; local computer stores; singing messengers that are willing to dress in gorilla suits.
The catch-all for everything that won't fit in another form. There are two variations, one light and one dark. Some suggestions:

  • Information that wouldn't fit entirely on other forms (e.g., further details for a project outline, such as more resources, contact people, procedures, etc.)
  • A daily journal, listing things done and when
  • Rough notes taken during meetings or phone calls that you'd want to move to a pertinent section
  • Technical information for mail, servers, networks, etc.
  • Schedules for events
  • People to keep in touch with on a regular basis
  • Restaurants or stores to check out
  • List of birthdays (keep a master list, and copy these dates into your calendar each year)
  • Outlines for reports or other documents
  • Suggestions for improvements to these templates ;-)
  • ...and so much more...
Cornell Notes
Forms for "The Cornell Note Taking System," created by an emeritus professor at Cornell named Walter Pauk. Two versions are included: one features a soft grid for the notes and lines for the summary; the other has mainly blank space. For larger PDF files suitable for a letter-size planner, as well as instructions on how to use this system, go to American Digest's Free Cornell Note Forms.
A simple graph-paper grid for brainstorming ideas, sketching, outlining, diagrams, etc..
Matrix (Portrait & Landscape)
These are generic forms used for table-based information, one having portrait orientation and one landscape. Suggested uses: exercise tracking; comparison shopping; weight-loss program progress; project task allocation and/or deadlines; distance between various locations; student grading; district financial reports; home brewing records; science experiments; timesheets; hamster breeding results.
Generic checklist. Possible uses: read/review forms; things to pack for vacation; items on loan; books to find at the library; project materials lists; preparation for event launches; and beautiful women/men who haven't yet turned you down for a date. Check off as appropriate.
Trip Diary
If you're one of those people whose job mandates car travel and keeping track of mileage, this form is for you. Use it to keep track of dates, destinations, and odometer readings.
To Buy
This is just a handy little form for keeping track of all the things you need to purchase. Simply write in your "topic" (such as Music, DVDs, Computer Equipment, Books, Electronic Gear, Home Improvement, Christmas Gifts, etc.) and keep track of the store and cost. Check them off as you get them. If you need to
purchase materials for a project, you can use a copy of this form there as well.
Simple checklist-based template for groceries, office supplies, and any other list of items that you'll need to purchase while out on errands.
This is a fairly simple template to keep track of... uhm... finances. The title can be the type of account, the job involved, the project docket, or any other designation. Typical columns for date, item name, amount and whether the transaction is cash, debit card (ATM, etc.), credit card or cheque.
Having a fair amount of computer equipment and audiovisual gear, I've been unduly negligent at keeping records about makes, models, costs, serial numbers, and whether things are insured or not. Now I don't have an excuse. Includes small checkboxes for those people toting gear around that want to note whether something is packed or not. (Tip: before leaving on a trip with the gear, photocopy the page for each time you'll need to pack it all up again; check off the boxes as you pack.)
Job Search
One of the problems with job hunting is keeping track of all the possible jobs, descriptions, deadlines, contacts, requirements, interviews and call logging. This form is meant to help you focus on one job opportunity at a time and keep track of all pertinent information. Also designed to help you zero in on your strengths and weaknesses for the position, so you may tailor your resume, cover letter or interview responses appropriately.
Story Idea
I debated whether to include this template or not, as it's less of an organisational template and more of a form for creative purposes. Since I had it done anyway, I included it just in case anybody else downloading this package had a similar need: I use it for coming up with ideas for short stories, essays and other writings. Again: if you don't need it, don't bother printing it.
Web Design I
This is a basic web design template useful for jotting down ideas, objectives, client info, target audience details, and a preliminary sketch for look and feel. I recommend putting a Brainstorm or Project Notes template on the other side, or preferably leaving it blank (so sketches or notes don't show through the paper). This is one of those more specialised templates for which most people wouldn't have a use unless they venture into web design/development territory. However, since many downloaders of the D*I*Y Planner seem to be technically inclined, I figured that including it would not go amiss.
Web Design II
The "continuation" of Web Design I, this is a helpful template for tracking revisions. Also includes a sign-off area at the base, if you're doing this for a particular client: this is very handy for keeping both the webdev and client teams on track. I'd keep the back of this sheet blank, so any scribblings au verso do not mess up your drawing.
While you're on the go, use this to hold and keep track of your receipts. This form is included as a separate file, since it should be printed on 8.5"x11" paper and folded. Follow the instructions on the bottom of the page, and it should turn out fine. When cutting, err on the inside of the lines and not the outside, or it may not fit together very well.
GTD Diagrams
As mentioned in the Introduction, these are two PDF files downloaded from the DavidCo site. They have simply been resized and positioned for your planner printing convenience. The first is the basic Getting Things Done diagram as found in the book, and the second is a more advanced diagram suitable for experienced GTD users with good vision. Print the latter in colour with a high DPI resolution
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Looking for Receipts template

Hi Guys,
I just wonder if you can send me the link for the receipts envelop template, I create couple around 2 weeks ago and I forgot to save the template, I look everywhere and your site I can't find it can you send it to me?
Below is the description that you have on your site.


While you're on the go, use this to hold and keep track of your receipts. This form is included as a separate file, since it should be printed on 8.5"x11" paper and folded. Follow the instructions on the bottom of the page, and it should turn out fine. When cutting, err on the inside of the lines and not the outside, or it may not fit together very well.

classic pack

methinks you're looking for the classic pack, available in a number of formats. It contains the receipts template.