Templates

Paper SizeTopic
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Project sheet

Before I found this great site, I found myself becoming overwhelmed at times due to the great number of projects that I'd be working on at any given time. I created this form to help better track the projects that I work on.

Paper size: 
Classic (5.5 x 8.5)
Usage advice: 

Before I found this great site, I found myself becoming overwhelmed at times due to the great number of projects that I'd be working on at any given time. I created this form to help better track the projects that I work on.

I created this form to help me keep track of things that I have to do for projects I work on. I can make note of who/what it is for and figure out a priority listing for it. I list all of the things that are to be done and can check them off as I complete them. If I have to get some info from someone else, I can make a note so I can remember it. I can put notes on the back to keep track of things that need to be changed or whatever.

License: 
Creative Commons
Language: 
English when spelled correctly
Applications required: 
Acrobat Reader
AttachmentSize
Project2.pdf44.48 KB
Classic (5.5 x 8.5)2007-02-22 19:51
Project Tracker

Keep track of projects on a quarter letter size piece of paper. Print 4 up and slice down.

Paper size: 
Other
Thumbnail: 
proj thumb.jpg
Usage advice: 

Keep track of your current projects on a 4.25 by 5.5 inch template.

Date started, date completed, project name, tasks, time tracker, and notes all on one conveniently small template.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader
AttachmentSize
project tracker.pdf238.22 KB
Other2007-08-07 21:00
Project tracker
Paper size: 
Classic (5.5 x 8.5)
Usage advice: 

I use this everytime I get a new project handed to me. It helps me to stay focused on each one that I get. I can brainstorm on the form which helps me cover every angle of a project.

License: 
Creative Commons
Language: 
English
Applications required: 
Acrobat Reader
AttachmentSize
Project 2.pdf39.39 KB
Classic (5.5 x 8.5)2007-02-20 12:32
Projects List for v3 - 2up Front and Back

This is a checklist titled "Projects" based on the v3 look.

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

I agree that a Projects list is an important part of the GTD implementation. I read this forum thread and decided to create one. This is just the "Actions" page from the official v3 core package with the title changed to "Projects". It is setup for 2up printing front and back.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
Projects_List_2up_cl.pdf197.61 KB
Classic (5.5 x 8.5)2007-01-08 21:00
Proofreader's Marks

A handy pocket reference for editors. Includes frequently used proofreader's marks grouped into general categories (Insert, Appearance, Position, and Correction) plus handy quick-references for common grammatical errors.

Perfect for hPDAs, but can also be easily adopted for other planner sizes too.

Thumbnail: 
proofread.jpg
Usage advice: 

Print individual front and back images on a 3x5 card or other planner format. Designed in the Active Voice template style (see Miscellaneous section).

Front and back templates are available on the Active Voice downloads page. Drag and drop, or right-click and save-as directly from the web page. Can be inserted into Word documents, etc.

Paper size: 
Index Card (3 x 5)
License: 
Creative Commons
Applications required: 
Any graphics package that can open .png files
Language: 
English
Index Card (3 x 5)2007-02-19 14:59
Q&D 2 page per day calendar

I use the 2-page system with simple scheduling & task lists on one page and a diary page on the other for various things, such as daily meeting notes. I've found the stuff on the site very interesting - but one of my frustrations has been trying to get calendar pages printed correctly. The Dynamic Templates app is pretty good, but personally I think it needs some refinement - after trying to make it print usable pages, I gave up & created this very simple page setup for a generic, undated calendar & diary page using OpenOffice's Calc (spreadsheet application).

It's black & white, and pretty plain looking - I'm printing on a B&W laser, so I didn't want color. However, it's easy enough to customize this, as well as editing the fields for time of day (my shift starts at 7AM). Granted, it's not very flashy - I also worked a bit with the DIY kit, but found it cumbersome to work with - but it does what it's supposed to do.

Feel free to customize it any way you see fit, and please upload any cool variations for others.

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
daily calendar page.png
Usage advice: 

Note that this will print pages with the schedule on the right-hand page, while the diary is on the left. This works for me, but it's backwards from the Day Timer page I patterned this after.

[EDIT] If you want it the other way around, then I suggest adjusting the inner & outer columns. Notice that the image has the wider margins (1/2") on the outer edges of the page. If you make them smaller, and then make the center columns on either side of the cut line 1/2" wide, you should be good to go. The two 8-1/2" x 11" pages are created vertically (i.e. scroll down to see page 2) so your changes should reflect on both pages if you work with columns.

FYI, I made it 2 pages so I could easily do duplex printing.

Also, row height should be .25" all the way down.

License: 
Creative Commons
Language: 
English
Applications required: 
OpenOffice
AttachmentSize
daily calendar page.ods15.32 KB
Classic (5.5 x 8.5)2009-04-30 17:08
Quarter Letter Templates

A fistful of basic templates you can use as a starter. Size 4.25x5.5, or one quarter of a letter page. These are intended to be bound along the long edge, with Circa or Rolla discs.

Paper size: 
Other
Thumbnail: 
quarter-letter-side-margin.jpg
Usage advice: 

Hi.

I built these for my own use. As such, you may find you want to doctor them up, which is fine with me. Draw files are included with the PDF so you can edit the forms if you want.

Included forms:

  • a one-page daily schedule 6-10 (6a-10p, but the hours are not marked am/pm). The page title is not shown because I use this as the foundation of a mail merge to preprint my daily pages with their exact DOW and Dates. The DOW blocks on the right hand edge of this page are for cutting daily tabs. I use a ruler and X-acto to remove the tabs that don't apply to the particular page that has been printed. Thus when I have a month's pages in the planner, I can quickly skip from one week to the next using the DOW tabs as a guide.
  • a blank monthly template. Again, I use this one with a mail merge to pre-print the days and the month name.
  • two Annual Events pages. These are intended to be printed back-to-back. You write in the birthdays, anniversaries, etc. so you can transfer them to your daily pages when you print a new month. Just a master list of stuff to remember annually. I've also got license plate renewals and car inspection requirements on my list.
  • two Contacts pages. These are freeform so you can track whatever on the list. No fields are pre-printed because I have different kinds of contact lists. My work contact list looks entirely different from my household list, which is entirely different from my family list. But they all use the same paper pattern. You can either hand-write the stuff in, or use this sheet as a background for a typed list.
  • a plain lined sheet with a blank header bar.
  • a plain checklist with a blank area at the top.
  • a Task Plan sheet. This lists the tasks, priorities, estimated time needed to complete the task, and a column of checkboxes. I use it on the back of my daily schedule pages to show the plan for the day after reviewing my various lists. I find the time estimate valuable in setting my own expectations for the day--helps me keep from overbooking.
  • a Projects and Multi-Step form. This is GTD, basically--a project list. It has a column for which other list is being used for the project (actions or waiting, basically) and the date the task was added to said list, the name of the project, and a reference name or number for the project. Also checkboxes. I have laminated a copy of this page so I can erase items when they're done. I use the 'list' and 'date on' columns to quickly scan which projects I have going, whether it's something I can do or not, and how long it's been waiting either for action or for someone else to do something. Example: The "Laptop" project has been waiting since the first of the year for me to decide a backup strategy. So the 'list' column shows an '@', and the Date On column shows a "1/1". So I can quickly find the oldest, moldiest stuff and target it for special attention and report details to my boss.
  • a Waiting For list. Shows Who owes me the action, the Date Due, the action needed, and a Ref column to tie the task back to the project list. I tend to sort the items on this page--I have two basic categories of stuff at work, so one category is always written at the top of the page, and the other category of stuff is at the bottom of the page. When there aren't any open lines left between them, it's time to start lighting fires.
  • an Actions list. This is my personal to-do list. Shows what needs to be done (Action), a Ref column to tie it back to the project list, and an Age/Due column to put either a date due or give an indication of just how old this item is (someone posted a method where every week they transfer their actions to a new sheet, and every old item moved to the new sheet gets a star to indicate its age. This is a cool method.).
  • and finally, a What/Where/When form. This is a multipurpose form that can be or do anything. It could be a reminder to go to the dentist, or a shopping list for the next time you're at the grocery, or a set of meeting notes. Has three fields at the top to explain what is on the card, a location and/or time if needed. Underneath a column of checkboxes, and a shaded and unshaded column for whatever you want.

Anyway, lots of stuff in here, you can fiddle with it to your heart's content. I won't mind. The margins are set to .25 inch, with an extra .1 inch guide on the left and right to allow Rolla/Circa punching. The pages are set left/right based on my personal preference. You are welcome to use the .odg file to move or eliminate the margins as you please.

Enjoy.
shris
[edited 3/26 to attach the files separately for non-zip folks]

License: 
Public Domain
Language: 
English
Applications required: 
Adobe Acrobat Reader, Open Office.Org (Draw)
AttachmentSize
Widget quarter letter side margin.zip103.46 KB
Widget quarter letter side margin.pdf102.89 KB
Widget quarter letter side margin.odg17.35 KB
Other2007-03-19 02:23
quarter page 2 page a week

Inspired by the Planner Page thread. My wife's purse is really an empty planner. She asked for help, I made these.

Included are a 2 page week index and a dual sided note page.

Made from the widget kit.

Paper size: 
Other
Usage advice: 

quarter page for an inherited pocket sized Franklin Covey.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Acrobat reader
AttachmentSize
planner pages 4up.pdf19.63 KB
note pages 4up.pdf29.8 KB
Other2007-08-13 17:20
Quarter-letter

Here is a PDF that prints 4-up weekly calendar pages on one letter size paper. They are rotated so you can fold the paper and make a 'booklet'.

Paper size: 
Other
Usage advice: 

Here is a PDF that prints 4-up weekly calendar pages on one letter size paper. They are rotated so you can fold the paper and make a 'booklet'.

You can either cut the paper to make 4 quarter-letter size pages, or you can fold the paper twice to make a mini booklet. If you fold the long way first you will get a regular book that opens to the left. If you fold the short way first you will get a reporters notebook that opens up. I put in generous inner margins so you can fold many booklets and nest them together to make a book with more pages.

I stick a paperclip or ring binder through the upper left corner to bind it all together better. I also cut a cardboard backing the same size as the front and back cover.
The result is a 4.25" wide book, which is exact the largest width that can comfortably fit in my back pocket. It goes everywhere with me.

I created this with the amazing Multivalent Tools.
1) Download them at http://multivalent.sourceforge.net/index.html
2) Print your own 4 pages as letter size seperate PDF files
3) Put the PDFs in the same directory as Multivalent
4) Combine the 4 pages into one PDF:
java -cp Multivalent20060102.jar tool.pdf.Merge -samedoc page1.pdf page2.pdf page3.pdf page4.pdf
5) Rotate and scale the pages for folding:
java -cp Multivalent20060102.jar tool.pdf.Impose -dim 2x2 -layout "3u,2u,4,1" page1-m.pdf
Now your 4-up PDF ready for printing is in the file page1-m-up.pdf

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
weekly-4up-letter.pdf31.58 KB
Other2006-12-31 17:03
Quarter-Letter Wine Log

A simple Wine Log to keep track of the wines you've purchased and whether you'd buy them again. Quarter-letter size for portability.

Paper size: 
Other
Thumbnail: 
Usage advice: 

Hi.

Print a few out and bind them together into a little booklet. There's space for binding at the top of the page to make a flipbook (if using rolla/circa) or just staple a few sheets together.

DH and I are lightweights when it comes to wine. I have relatives who are very serious about wine, and they've been teaching DH a little about appreciating wine. But we needed a way to record at the very least what we liked and didn't like so we knew what to buy/not buy again.

So this form is simple, just to record what it was, where it came from, whether you'd buy it again, and a few notes. So you could write down the color, major flavor components, sweet/dry characteristics, what food to serve it with, etc. in the notes.

Just a quick and dirty form--made and bound in a few minutes. The source file (ODG) and the PDF are included--it's a one-up form, but I'm sure you could modify it to be a four-up with little difficulty.

License: 
Public Domain
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview), OpenOffice.org (to edit the templates)
AttachmentSize
Wine Log.zip14.5 KB
Other2007-01-11 22:41
Quater Hour Daily Time Management

This is a time management form which I originally got from my coach from www.ladd.co.za I am ADD and I need to watch how I manage my time closely. This was created using the widget kit and Open Office Draw. Its still a work in progress, but hey! Isn't everything.

Paper size: 
A5
Thumbnail: 
Usage advice: 

A daily planner divided into 15 minute segment. There are three columns, Personal, Business, and Actual. Start your day by visualizing and planning the day, using the Personal and Business columns, thereafter fill in what you actually did during your day. I also review the day at the end of the day and fill in an earnings matrix to follow my sales.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
Daily Template.pdf21.64 KB
Daily Template V2.pdf52.78 KB
A52006-09-12 13:33
RACI matrix

RACI is a method to assign activities (functions or tasks) to functional areas (roles).
Acronym RACI stands for:

  • Responsible - This position is responsible that work is done (they are “doers”).
  • Accountable - position with responsibility and authority to approve/disapprove task or action
  • Consulted - person(s) who has to be consulted about task or action and who need to provide an input. They are “kept in the loop” by two-way communication.
  • Informed - person(s) who need to be informed about the task or action. They are “kept in the picture” by one-way communication.
Paper size: 
A5
Thumbnail: 
raci.jpg
Usage advice: 

It can be used whenever there is a need to clearly define duties, for example to define responsibilities within project team, to define “as is” and “to be” states or to distinguish between duties of customer and supplier.

You can use this template to prepare a draft for responsibilities in a project, for example a barbecue.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader
AttachmentSize
racia5.pdf17.45 KB
A52007-04-04 09:29
Radio/chemotherapy side effects journal

The 'Side Effects Journal' is a powerful self-monitoring tool for use in conjunction with a personal diary.

This is a week on two pages, Radio/chemotherapy journal in Classic/half-letter as requested by one of our members.

Licence:
* Not for resale or commercial use
* Free for personal users
* Free for professional healthcare users
* Researchers please acknowledge www.diyplanner.com as your source.

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
radio_chemo_log1.png
Usage advice: 

Usage: Please consult you healthcare professional for usage advice.

License: 
Creative Commons
Language: 
British English
Applications required: 
Acrobat Reader 6.x or equivalent
AttachmentSize
radio_chemo_therapy_journal.pdf28.05 KB
Classic (5.5 x 8.5)2007-07-25 20:28
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
Rebate Tracker Form

A form for tracking the status of those pesky rebates. Allows you to record what rebates you are waiting for and when they are due. This is my first attempt at a form.

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

Record your rebates here when you send them in. Includes fields for Date Mailed, Date Due, and Notes.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
rebate_tracker_v0.1.pdf15.08 KB
Classic (5.5 x 8.5)2006-02-19 18:10
Recipe Jotter

Simple form with prompts for jotting down a recipe.

nb 12/13/08 - per request I have added the original open office doc that I created this with. Enjoy!

Bill

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

My wife asked me to design her a simple page to fit in her planner so she could jot down recipes when she came across them - this is the result. It is Classic size (8 1/2 x 5 1/2) and set up for 2-up printing - I hope someone else finds this useful

nb 12/13/08 - per request I have added the original open office doc that I created this with. Enjoy!

Bill

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Acrobat reader; OpenOffice
AttachmentSize
Recipe Jotter 2-up.pdf115.8 KB
Recipe Jotter 2-up.odg16.2 KB
Classic (5.5 x 8.5)2007-02-28 03:06
Recipe Jotter 1-up Classic

I noticed a lot of requests for a 1-up classic-size version of willhparker's Recipe Jotter. I made it for myself, thought I'd share.

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
Recipe Jotter 1-up_Page_1.jpg
Usage advice: 

Jot down recipes as you come across them! Now 1-up for easier printing.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Acrobat
AttachmentSize
Recipe Jotter 1-up.pdf104.47 KB
Classic (5.5 x 8.5)2010-11-24 22:20
Reducing The Art of Virtue to 3x5

Art of Virtue templates in 3x5 format
2 up & 2 down

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

This template creates 4 sets of Benjamin Franklin's The Art of Virtue templates.

Excellent for printing out and carrying since each 'page' is the size of a 3x5 index card. Could be printed on cardstock. You may wish to laminate some sheets.
Each of the 13 virtues is backed by blank templates for future use.

Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
Benjamin Franklin.pdf620.97 KB
Index Card (3 x 5)2006-11-17 22:26
Reference Template with Alphabet, Conversions and Time Conversion

I created a little template for the back cover of my Hipster PDA which includes all sorts of messy metric-english and english-english conversions that mess me up.

The graphic is for Gallon-Quart-Pint-Cup conversions. It was too pretty to leave out.

I also included a Radio Alphabet and time conversion for different time zones. As you might guess, I am hoping to take a trip to China next year so a lot of this reference card was done with that in mind.

btw, 1 acre = 43,560 sq ft (I happen to know this by heart so I didn't include it).

And note that the Fahrenheit to Celsius conversion is not exact, but its something you can do quickly in your head.

Paper size: 
Index Card (3 x 5)
Thumbnail: 
reference only.gif
Usage advice: 

It should be pretty straightforward, a one page file, just open up the .doc and edit away!

PS I also plan to hand draw some lines to make the template a quick ruler, but I couldn't figure out how print borderless in Word.

License: 
Public Domain
Language: 
English
Applications required: 
Microsoft Word or Open Office
AttachmentSize
reference only.doc80 KB
Index Card (3 x 5)2008-08-10 07:10
Reminder page for Covey Compact

Has 6 boxes to jot reminders. I am new at this, but this form helps me. It can be changed however it would be helpful. Thanks.

Paper size: 
Other
Usage advice: 

I use this as a quick place to jot down things I need to remember. I place a compact sheet in the upper left corner and draw around it.

License: 
Creative Commons
Language: 
English
Applications required: 
Open Office or PDF reader
AttachmentSize
Reminder 6frames 4.25 x 6.75.odt10.87 KB
Reminder 6frames 4.25 x 6.75.pdf8.7 KB
Other2008-10-31 06:30