Templates

Paper SizeTopic
TitleDescriptionSizeCreatedsort icon
Meeting Planner

An old Filofax page that is no longer available. Presented here in A4 format but scalable to A5 or other formats.

Paper size: 
A4
Thumbnail: 
MeetingPlannerFront.jpg
Usage advice: 

Edit to suit or print as it is.

License: 
Creative Commons
Language: 
English
Applications required: 
MS Word or Acrobat Reader
AttachmentSize
Filofax Meeting Planner 2.doc134 KB
Filofax Meeting Planner 2.pdf28.93 KB
A42009-05-18 02:18
Filofax Project Planner

Filofax Project Planner Page. Presented here as an A4 page, but it will scale to A5 and other sizes/formats

Paper size: 
A4
Thumbnail: 
ProjectPlannerFront.jpg
Usage advice: 

Print it as is, or booklet print it to create an A5 format page.

License: 
Creative Commons
Language: 
English
Applications required: 
MS Word, Acrobat Reader
AttachmentSize
Filofax Project Planner.doc151.5 KB
Filofax Project Planner.pdf39.51 KB
A42009-05-18 02:43
Levenger Multitask Organizer - Letter

I really liked the new Levenger Multitask Organizer setup, but wanted to see how it would work in Letter size (which is what I use at work). This is my attempt to recreate the look and feel of Levenger's form in MS Word.

Paper size: 
Letter
Thumbnail: 
LevMultOrg-LtrShort.jpg
Usage advice: 

Uh - print out and punch? :-) It was saved as MS Word 97-2003 compatible and designed to take up two pages (meant to be open facing each other). I also created a version with all seven days on one page, but the columns were very narrow and it just didn't feel right. If anyone wants to see it I can post it as well.

License: 
Creative Commons
Language: 
English
Applications required: 
MS Word 2003 and up
AttachmentSize
PlannerTest_LevengerCopycat2pgs.doc99 KB
Letter2009-05-20 06:05
Levenger Multitask Organizer - Junior

My recreation of the new Levenger Multitask Organizer - I wanted to see if I liked the format before paying for the official versions. Refills are in my approximation of Junior size (it's really just two halves of a Letter sized document, but that was close enough for me). Word does add an extra blank page that I can't seem to get rid of - so only print page 1.

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
LevMultOrg-JnrShort.jpg
Usage advice: 

Print out, cut in half, punch with Circa punch. The End. MS Word 97-2003 compatible.

License: 
Creative Commons
Language: 
English
Applications required: 
MS Word 2003
AttachmentSize
PlannerTest_LevengerCopycatJr2pgsv2.doc58 KB
Classic (5.5 x 8.5)2009-05-20 06:13
My version of the Planner Pad

I've liked the Planner Pad layout for a long time, but found the actual PlannerPad paper left much to be desired, the ink felt too newspaper-ish and the whole thing overall was just too big and bulky. So I had to come up with my own version. It was designed to fit only Monday-Friday on a page, as that suited my purposes at work best (and then I just put my calendar printout from Outlook on the opposite side). Somewhere along the way I did create a two-page version, but didn't like how it turned out so don't use it. Anyway, just thought I'd share in case someone else found it useful. Fonts are attached as well.

Paper size: 
Letter
Thumbnail: 
PlannerPadCopy.jpg
Usage advice: 

Install fonts to get full effect as shown in thumbnail.

License: 
Creative Commons
Language: 
English
Applications required: 
MS Word 2003
AttachmentSize
PlannerPadCopycat.doc57.5 KB
Fonts.zip81.59 KB
Letter2009-05-20 06:28
Reading List

A reading list page to jot down the books you intend to buy/read and keep track of what you have started etc.

Created as an A4 Filofax page, although it will scale to A5 or smaller.

Paper size: 
A4
Thumbnail: 
reading list.JPG
Usage advice: 

Edit to suit your own requirements.

Duplicate the two pages to make it a four page document if you want to print it in A5 using double sided booklet print.

License: 
Creative Commons
Language: 
English
Applications required: 
MS Word or Open Office Writer, or any PDF reader
AttachmentSize
Reading List.pdf20.64 KB
Reading List.odt12.01 KB
Reading List.doc16 KB
A42009-05-21 02:25
Tracking items on loan

This template is to help you keep track of things like DVDs or books that you might lend to friends so you can remember who has what.

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
on-loan.gif
Usage advice: 

This is a pretty standard classic 2-up template. I use the loaned/returned boxes to track dates and the item check box to indicate the item is back. The 'who' and 'num' boxes should be who has the item and of course the 'item' box should be what you have on loan!

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader
AttachmentSize
onloan-classic-2up.pdf436.08 KB
Classic (5.5 x 8.5)2009-06-01 03:32
Mileage Logsheet

Just a simple mileage log that I use for work. Prints on A4, but I use it in an A5/Classic Filofax type folder.

Paper size: 
A4
Thumbnail: 
logsheet.JPG
Usage advice: 

Logging mileage for vehicle travel

License: 
Creative Commons
Language: 
English
Applications required: 
Excel
AttachmentSize
Mileage log.xls50.5 KB
A42009-06-10 09:18
Hipster NA list on one card, by context

hofsanoj's "Next Step List-Advanced" inspired me to make several versions of my own, based on it. The most useful one is probably this GTD NA by context Hipster one, since I actually use it. It is a Word Doc file, so you can fiddle with the margins and add or take away contexts to your hearts content.

Does anyone know how to create a 4up version of this in MsWord? This 1up version is tricky to print just right on my printer because of the margins.

Paper size: 
Index Card (3 x 5)
Thumbnail: 
NA.png
Usage advice: 

This is a next action list on a single card. I like it because all my actions are on a single card, and yet GTD context selection is possible. I put 'Date' on the left side, but I find I don't really use it, because of the limited space, hence I did not make it a separate column, as I originally planned.

The included contexts (abreviated of course) are Calls, Work(could be WF), Errands/Out, Computer/internet, Home, SM, and quadrant 2 (a la Covey). You can edit it to suit yourself.

This template is in monochrome (no shades of gray, just easier on my eyes). You must select 3x5 size before printing (under Page Setup or Printer settings), and print 1st page only (even without the overlap, a second page is always present, not sure why.

The small overlap to the second page is best left alone, because I added an extra margin at the top for hipster binding. If you remove the extra margin, the overlap will disappear, hence maximizing space use.

License: 
Creative Commons
Language: 
English, any (editable)
Applications required: 
Microsoft Word
AttachmentSize
Next Actions.doc54 KB
Index Card (3 x 5)2009-06-10 23:07
Procrastination List, Classic and Hipster sized

Everyone has their favorite addition to the GTD system. Mine is the Procrastination List, a place to park things I am resisting, without having to grow numb to the entire pile through unnecessary guilt (did I: do the Weekly Review/ask the correct questions/ask "why" enough/blah, blah, etc). This allows me to empty my mind of everything in it without being hindered by items I simply cannot decide on right now.

The inspiration for this came from discussions in GTD forums about moving email you are resisting to a "pending" folder, rather than leaving it in the "Inbox", thus leading you to resist the whole thing. This led me to get a physical "pending" box (a see through crate) for my apartment (in addition to the "Inbox"), and eventually to this template.
All three ("pending" email, crate, and template) work very well, for me at least.

Paper size: 
Multiple Sizes
Thumbnail: 
Procrastination.png
Usage advice: 

By the GTD definition, anything you don't decide to move on, is a SomedayMaybe. The problem with that is that the S/M is not a daily review list, while the Procrastination List must be reviewed more often than weekly, of necessity, or it will automatically become a S/M, or worse, a "never".
Also, items in S/M are things you feel comfortable not doing anything about yet, while the Procrastination List reminds of things you want to move on, while not letting them get in your way right now.

I have created it in two sizes, classic and hipster (I use both). The file formatting of the classic size below is freely based on the work of hofsanoj's Next Step List-Advanced (great template by the way).
The main two columns are "What is it" and "Why" (as in "why am I procrastinating on this", a reminder of the reasons really helps getting things moving). This template size includes a few contexts just in case my mind unfreezes and I actually make some decisions (calls, errands, at computer, WaitingFor, quadrant 1, quadrant 2, and Someday/Maybe), as well as a Date column to track how old the item is.

The hipster size below is pretty simple for lack of space, just two columns, What, and Why.
For some reason, while I am allowed to upload multiple templates, I am only allowed to upload just one preview image, so I have only added the Classic one.

I hope it is helpful to someone.

EDIT March 2014: I created this when I was still using an inkjet printer. Since I mostly use the classic size, I did not notice that the hipster template doesn't work too well with my laser printer, so I may have to resubmit it (it was created with the intent to insert 3x5 cards on the feed slot, but on my laser I have to use the paper tray instead, or they will not print right, so I am forced to use letter size page templates to align 3x5 cards correctly on my Brother laser printer).

License: 
Creative Commons
Language: 
English, any (editable)
Applications required: 
Microsoft Word
AttachmentSize
Procrastination List, Classic.doc74.5 KB
Procrastination List, Hipster.doc35.5 KB
Multiple Sizes2009-06-11 00:11
2009 3-in-1 Weekly 2up

I hope you guys like this. It is my first attempt at a template. This design is based on the Day Runner Pro 3-in-1 series and was made using the http://www.diyplanner.com/templates/official/widgetkit . Please see below for PDF and Open Office files. I only made July but it can easily be edited.

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
2009 3-in-1 Weekly 2up.jpg
Usage advice: 

The design is great for organizing your week with a place for appointments, tasks, and notes for each day.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF reader or Open Office
AttachmentSize
2009 3-in-1 Weekly 2up.odg21.34 KB
2009 3-in-1 Weekly 2up.pdf43.84 KB
WeeklyPlannerPages.odg14.82 KB
WeeklyPlannerPages2.odg25.42 KB
Classic (5.5 x 8.5)2009-06-29 22:36
Routine Task Tracking

* Updated 8/5
- Separated Daily/Weekly and Monthly
- Added a two up version
- Added AM/PM blocks per request
Use this form for routine items that may recur.

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
routine tracker-up.jpg
Usage advice: 

Some solutions that this form may provide are: keeping your monthly and daily calendars cleaner, write or type the information one time per month, and simple analog frequency method. At the end of the month I evaluate what went well and what did not, keeping what I need and deleting what I do not. I hope that you may find it useful.

License: 
Creative Commons
Language: 
English
Applications required: 
Open Office, PDF reader
AttachmentSize
routine tracker.odg28.96 KB
routine tracker.pdf67.02 KB
routine tracker-up.pdf66.94 KB
Classic (5.5 x 8.5)2009-07-02 20:17
To Do Checklist (Letter)

A very simple letter sized To Do checklist.

Paper size: 
Letter
Thumbnail: 
To Do - Letter Thumbnail.png
Usage advice: 

I struggled with resizing the classic sized To-Do list PDF file to get a good fit on the page, so I created my own simple checklist.

The PR column is for priority.
The ACTION column is for the task.
The DATE ENT is the date the task was entered.
The DATE DUE is the date the task is due.

I use this for work action items, and I use it as a running list so all of my tasks are in one place. When all of the items are completed, I archive the list in my files in case I need to refer back to it (which I have).

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Reader
AttachmentSize
To Do Checklist - Letter.pdf14.48 KB
To Do List.odg14.51 KB
Letter2009-07-12 01:22
Organize IT Weekly Planner
Paper size: 
A4
Thumbnail: 
planner.jpg
Usage advice: 

Version 3 of my weekly planner, designed to keep track of everything that is on your mind and plan out your week. In the main column you list all the tasks you want to do for the week then tick the appropriate day you want to do them plus a time/deadline where appropriate. The second column is a mind dump for capturing any other thoughts or tasks that don't have to be done during that week.

For a further explanation, please visit Organize IT.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF reader
AttachmentSize
Weekly planner.pdf104.27 KB
A42009-07-19 13:24
Pocket ToDo/Notes page

A simple Pocket size Filofax To Do / Notes page, printed on A4 you can get four pocket size pages, print single sided, and you then have a To-Do list and the reverse for notes.

Paper size: 
Multiple Sizes
Usage advice: 

Print, Trim, Punch... and recycle the trimmed paper.

License: 
Creative Commons
Language: 
NA
Applications required: 
MS Word or any PDF reader
AttachmentSize
pocket todo.doc75.5 KB
pocket todo.pdf59.68 KB
Multiple Sizes2009-07-24 12:39
Power of Less Quick Guide

"The Power Of Less" Quick Guide is based on the book by Leo Babauta. I selected some of the most important strategies from the book and created this template for managing goals and time.

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
poweroflessthumb.jpg
Usage advice: 

If you choose only One Goal to guide you through your work and personal life, you have a much greater chance of completing it. You can also get a lot more done if you stick to a few key tasks instead of a huge list every day.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Reader or OpenOffice
AttachmentSize
powerofless.pdf37.66 KB
powerofless.odg22.89 KB
Classic (5.5 x 8.5)2009-07-28 03:26
Filofax Telephone Message Pad

A simple Filofax compatible Telephone Message page. Sized for A4 (too big!) but printed on A4 paper in booklet print it will give you A5 size pages. Or resize to any other size you wish.

Paper size: 
Multiple Sizes
Thumbnail: 
telephonemessage.jpg
Usage advice: 

Print in booklet mode and double sided for A5, or scale the page down for other sizes. I keep a couple of these in the front of my Filofax for unexpected calls.

License: 
Creative Commons
Language: 
English
Applications required: 
MS Word, PDF
AttachmentSize
Telephone Message.doc64.5 KB
Telephone Message.pdf42.15 KB
Multiple Sizes2009-07-28 22:18
Personal Tracking worksheets

This is an Excel workbook with various templates I use. Some are modified versions of other template I have found here and elsewhere. I hope someone else can find them useful. These are mixed letter and classic sizes.

Paper size: 
Letter
Usage advice: 

I use most of these forms in a Family Binder for quick reference along with copies of insurance cards and kids' school, Scouts and sports schedules.

License: 
Creative Commons
Language: 
English
Applications required: 
Excel 97-2003 or later
AttachmentSize
important info tracking.xls82.5 KB
Letter2009-07-30 05:31
DIY mini file folders for 3x5 notecards

Being profoundly frustrated by the fact that the Levenger notecard folders don't fit in regular 3x5 notecard boxes and inspired by the 4x6 floder template from Vale Design lauded by Lifehacker.com, I made my own template for 3x5 folders that fit!

Paper size: 
Index Card (3 x 5)
Usage advice: 

Simply print on your favorite decorative paper or card stock. Cut along the full lines and fold along the hashed line (a bone folder will help there). That's it.

License: 
Creative Commons
Language: 
N/A
Applications required: 
Any pdf reader such as Acrobat, Apple Preview or FoxIt
AttachmentSize
3x5 folder.pdf164.97 KB
Index Card (3 x 5)2009-08-10 18:47
WhiteHatBlackBox Goal Refocus

A visually easy way to monitor your progress towards objectives over a month.

Paper size: 
Letter
Thumbnail: 
refocus.jpg
Usage advice: 

This form is designed to help you keep track of your progress in up to 5 objectives per month.

Initial setup:
- Fill in the appropriate month in the "month" section
- Fill in the day of the month next to the appropriate day of the week
- Fill in your objective at the top of the column (such as "work out", "clean house", or "work on blog").
- Use the "What's important" section to brainstorm which 5 objectives you choose to pursue.

Usage:
- If you worked hard on an objective, fill in the appropriate bubble completely
- If you made some progress, fill it in half way
- If you made no progress at all, leave it blank.
- After a few days, you can just visually scan the form to gain some perspective on your progress. No calculations needed.

For a further explaination, be sure to visit WhiteHatBlackBox.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader
AttachmentSize
refocus.pdf148.67 KB
Letter2009-08-12 00:04