Templates

Paper SizeTopic
TitleDescriptionSizesort iconCreated
Daily Schedule Planner

One of the tools I've used to manage my time is the Daily Planning Worksheet from PowerSystems, but it takes up too much space and has a lot of pieces I really don't use.

The part I do use, and am most productive when I use it faithfully, is the schedule for the day.

I reference my work calendar and my personal calendar - both online - to see what I need to do that day, as well as my "To Do" list and pencil them into the schedule.

This may sound like extra work for some of you, but for me, the act of writing it down truly makes me aware of it in ways I'm not if I just rely on looking at my calendar on the computer screen and mentally planning out my day.

I took the schedule concept and added my favorite concept from Leo Baubuta's "Zen to Done" philosophy - the Most Important Tasks.

For me, this is where it gets really cool. Since I have been trying to have a paginated work journal (ala Dave Terry's Analog Work Journal) I wanted to integrate this into the pages, rather than having a whole separate page. I was able to fit 4 days on one letter-sized page then printed them on full-page labels and cut the sheet into quarters.

Now, it doesn't matter how voluminous (or not) my notes were from yesterday as I just slap the label on the next open space in my work journal. The numbering stays consistent - and if there's a day I don't need one (i.e. I'm at a conference or in training all day) I can spare the space in my journal.

I know there are a lot of folks who have worked to integrate their personal and work lives into planners, but I find I need to do just the opposite as I have too much integration as a telecommuter.

I hope you enjoy it. I tried to keep true to DIY format, while adding a bit of color for my own enjoyment.

t.

Paper size: 
Letter
Thumbnail: 
Work Day Plan Sample.JPG
Usage advice: 

I used Avery white 5½ x 8½ shipping labels (Avery product #8126), but a full-sheet label would work just as well.

License: 
Creative Commons
Language: 
English
Applications required: 
Open Office Draw
AttachmentSize
Daily Planner Label.odg17.59 KB
Letter2008-10-29 00:27
Chaos Contained: Large Integrated Planner

See your entire week at a glance and have all your lists and plans in one place. Great for families with children, elderly care, and college students. Everything is integrated, accessible, and visible.

This planner is 8.5x11 because integration is more important to me than compactness. Additionally, my paper planner has never needed recharging and has survived being chewd on, dropped into a bowl of cake batter, and being backed over with the car. DH cannot say the same about his Palm.

Paper size: 
Letter
Thumbnail: 
Image2.jpg
Usage advice: 

Print each tab front and back, use a three hole punch, and place in a three ring binder. Make/buy tabs to stick on the sides of pages or use tab dividers to separate sections. I have other sections for food recipes, craft recipes/instructions, current projects, etc. Use sheet protecters if you need extra spill/slobber/etc. protection.

Features:
*Weekly page contains current month and upcoming month calendar.

*Daily areas to track differing schedules for spouses, children, elderly care , pets, or various subjects--i.e. reading assignments, labs, etc.

*Daily area for lunch and dinner planning, or use this area to track medications, diets, work, etc.

*Area to plan evening activities, or any daily activities or daily needs.

*Monthly page for special days and weekly to do lists, notes page

*Areas on weekly page for shopping lists, daily to do tracker, notes, and special projects

*Notes pages to print out

*Household tab has a basic cleaning list, quick reference daily routine, reference for repeating schedules, and quick phone number reference

*Good Behavior chart tracks behavior, chores, or other desired outcomes with grids sized for star stickers.

*Reference sheet tracks the calendar year through 2016

You may use or freely distribute this template; do not sell it in any digital or printed format.

License: 
Creative Commons
Language: 
english
Applications required: 
Microsoft Excel
AttachmentSize
Chaos Contained.xls1.26 MB
Letter2008-11-30 00:48
Action Plan Worksheet

Action Plan Worksheet

Paper size: 
Letter
Thumbnail: 
Action Plan Worksheet.png
Usage advice: 

Created for managing action plans.

License: 
Public Domain
Language: 
English
Applications required: 
Adobe Reader, Microsoft Word, OpenOffice
AttachmentSize
Action Plan Worksheet.pdf21.17 KB
Action Plan Worksheet.doc21.5 KB
Action Plan Worksheet.odt13.02 KB
Letter2008-12-22 07:07
2009 Hand-drawn & Typed

Hand-drawn & typed:
Year at-a-glance, the 12 months of 2009 and a blank notes page -

Very minimal and light to inspire creativity and leave room for your own notes and doodles to shine! :)

DOWNLOAD (5.5 mb)

Blog and downloads here:
http://ahhh-design.com/diy-planner-templates/

Previous Templates
http://www.diyplanner.com/node/4552
http://www.diyplanner.com/node/4815
http://www.diyplanner.com/node/4816

Thumbnail: 
09_planner_january.jpg
Usage advice: 

Letter sized, 3-ring binder

Paper size: 
Letter
License: 
Creative Commons
Applications required: 
Adobe Acrobat
Language: 
English
Letter2009-01-25 07:22
Priority Planner LS

This single-page PlannerPad-ish format incorporates your choice of priorities (a La Stephen Covey), project lists, GTD-ish contextual Next Action lists, a spot to write this week's MUST DO goal, and space for a week's list of appointments for those who only have one or two appointments a day. This form is very flexible, Word-based, and can be tweaked any number of ways.

Paper size: 
Letter
Thumbnail: 
PriorityPlanner LS with Appts.jpg
Usage advice: 

1. Works either Landscape or Portrait, though Portrait gives more cell room.

2. The Priority numbers across the top are a system I created several years ago after reading Stephen Covey's 7-Habits book that allow me to key everything from notes on the back of a business card to massive files to 7 pre-decided priorities in my life (God, family, etc). In other words, the numbers are pre-decided priorities, not a rating for the projects below. If I have a project under my Number 1 Priority, it takes first importance and gets the majority of my time until completed and I try not to take on more than 3 major projects at any one time. Though that's the way I use the numbers, feel free to use them as a project rating system if you'd like, or delete them completely.

3. The Next Action section is loosely based on David Allen's Getting Things Done contextual task lists and the headings can be tweaked as you see fit.

4. An AM/PM Appointments section is included here; however, for those who find it's more convenient to keep appointments on a timed calendar, simply delete the Appointments section and add the Appointments space to the Next Action section, or vice-versa if you have a lot of appointments and few Next Actions.

5. The Priority Planner LS is Letter size, but can be printed 2 per page to create "Classic" or "Junior" 5.5 x8.5 size. However, printing Letter gives more cell space, so I find it preferable to print it full Letter size, then punch the TOP edge, fold it in half and insert into my Rollabind dayplanner. Folds out for full viewing, or I can leave it folded and just turn the page to see the other half.

Feel free to tweak as you see fit, though if you please also feel free to change the copyright line to say "Copyright DDDD, [your name]. Adapted with permission from the Priority Planner LS, copyright 2007, Laura D. Sanders"

License: 
Creative Commons
Language: 
English
Applications required: 
Microsoft Word or other word processor
AttachmentSize
PriorityPlanner LS with Appts.doc35 KB
Letter2009-01-27 10:10
Homeschool Reading Log

We like to keep a record of the books read for personal enjoyment during "Reading" time. With extra large spacing, even the youngest writer should be able to copy the book title into the form. Stars for a rating of the book read may be colored in, if desired.

Paper size: 
Letter
Thumbnail: 
booklist.gif
Usage advice: 

Book title on the left then date followed by a star rating. The date may either be a range for longer books or the date read for shorter ones. Your preference, of course.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Acrobat Reader or Open Office
AttachmentSize
Reading List.pdf16.42 KB
Reading List.odt23.31 KB
Letter2009-02-01 01:15
The Perpetual Strip

While browsing around a local thrift store, I found a pen cup with a perpetual calendar along its side. I realized that this would be a great low-budget calendar solution for my desk, so I don't need to constantly hunt around to figure out when a certain day falls in the current month.

Paper size: 
Letter
Thumbnail: 
Perpetual Strip Thumbnail.png
Usage advice: 

Print out the attached document, and cut along the solid lines. Pass the strip of numbers through the slots in the frame so the numbered days line up under their correct position in the current month. Sunday-started and Monday-started weeks are included, and you can easily tweak the spreadsheet files to customize for size, language, font, and general attractiveness.

I printed out mine on bright card stock for durability, and so it won't get lost on my desk. I also reinforced the two slits in the frame with some tape before cutting through them with a sharp knife.

License: 
Creative Commons
Language: 
English
Applications required: 
Open Office or MS Excel or any PDF reader
AttachmentSize
Perpetual Strip.ods11.78 KB
Perpetual Strip.xls10.5 KB
Perpetual Strip.pdf14.69 KB
Letter2009-02-27 22:51
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
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
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
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
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
Super-Basic Weight, Exercise & Diet Accountability Tracker (for 2 People)

A very simple way for 2 people to remain accountable daily to diet and exercise while visually seeing weight changes. This uses the ancient, secret "star" method to remain accountable.

Paper size: 
Letter
Thumbnail: 
workoutsheet.gif
Usage advice: 

My wife and I are starting a dietary lifestyle change together. I needed a way to keep us both accountable each day of the diet.

Here's the basic concept:

  • Go buy some "stars" at the Office Supply store like the ones you got at school.
  • Person 1 (Joe) gets Blue Stars.
  • Person 2 (Judy) gets Red Stars.
  • When either person sticks to their diet/exercise, they put a star on that box for that day.
  • Each day, you write in your weight.

Put the chart on your refrigerator. So it's in front of your face every time you open it.

Watch the weight come pouring off.

Ok, maybe not "pouring"...but hopefully it'll motivate you to see a sheet full of stars at the end of the month. Then simply archive it into a folder.

Hope this helps someone!

Note: I've attached an Excel sheet that can be easily changed. I wish I knew more programming to dynamically change all dates based on the beginning date...but I'm not that good. You'll need to change each Monday date and drag the changes over with the little "+" sign on the bottom right of the cell.

License: 
Creative Commons
Language: 
English
Applications required: 
Microsoft Excel
AttachmentSize
Monthly-Calendar-Tracker.xls27 KB
Letter2009-09-01 18:05
2010 Hand-drawn & Typed

Includes: at-a-glance, blank daily, blank monthly -- duplicates of pages pushed to left/right sides of page to make room for 3-hole punch on 2-sided printing:

Very minimal and light to inspire creativity and leave room for your own notes and doodles to shine!

View photos here

DOWNLOAD (35.04 MB)

Thumbnail: 
day.jpg
Usage advice: 

I use nice textured/thick paper for my planner and always print on both sides — depending on which side you’re printing you’ll want more space for a 3-hole punch! For that reason, the download contains duplicates of some pages pushed to the left or the right side of the page… I also recommend using the ‘fit to page’ printer setting which will make them a bit smaller but keep it from being cut off on the edges.

Paper size: 
Letter
License: 
Creative Commons
Applications required: 
Adobe Acrobat Reader
Language: 
English
Letter2009-11-16 00:45
Weekly Organizer 2 pg per week

This is done in Excel. It has a daily column for appointments and then right below the appointment column for a particular day is the Daily Actions. It starts with Monday. The Thumbnail is of the first part of the week. On the right hand (facing) page after the Sunday column is a To Be Done column for weekly projects.

Paper size: 
Letter
Thumbnail: 
Weekly Organizer 2pg per wk.JPG
Usage advice: 

I need primarily to see a week at a time, and my appointments, meetings, etc., plus stuff I need to get done that day. In the To Be Done column to the right of Sunday, I list what I need to get done for that week. Most of the time, that means significant steps towards completing a project. But I put personal things there also. The small boxes in the Daily Action lines are for me to check off each task I completed. I don't have any place for notes, because I have other places in my DIYPlanner for things like that. I use a 24 hour clock for appointments. The lines above the days are where I put the date, and next to the "Weekly Organizer" at the top I write in the week, like 20 - 27 December 2009. Feel free to change it to suit you.

License: 
Creative Commons
Language: 
English
Applications required: 
MicroSoft Excel
AttachmentSize
Weekly Organizer 2 pg per week.xls35.5 KB
Letter2009-12-21 02:18
2010 Calendars

I've borrowed from some existing templates to create two daily planners - one for intensive 5 a.m. to 10 p.m. appointment scheduling combined with those daily tasks, lists, workouts, intake monitors, etc. and another for a less appointment, more activity-based schedule. The second still has room for a few appointments as well as directions to those appointments, but includes more intensive to do and to buy lists. All of this can be tweaked to fit your needs using the Ctrl+F method of replacing a word or phrase with one more appropriate to your lifestyle. It works well in letter or A4. Each file contains the whole month of January, but a Ctrl+F can replace the month and the dates and days can be changed quickly manually. The No Weekly planner is my favorite and shows my progress with mirroring pages to allow more room on the page and room for the hole puncher to not cut into text.

Paper size: 
Letter
Usage advice: 

I use the one with hourly scheduling for days when I'm buried in appointments and want to make sure I still get to the dry cleaner's and pick up those groceries without neglecting my workout. The other is great for ordinary usage, making it to the gym and a doctor's appointment on an errand-filled day, etc.

License: 
Public Domain
Language: 
English
Applications required: 
Microsoft Word
AttachmentSize
DailyPlannerNoHourly.doc208 KB
DailyPlanner.doc753 KB
Letter2009-12-28 13:35
Blog Brainstorm and Yearly Goals, Hand-drawn & Typed

Blog Brainstorm - Download (29.29 MB)
Yearly Goals - Download (33.22 MB)

View photos here: http://ahhh-design.com/goals-a-new-year/

Thumbnail: 
blog_brainstorm600.jpg
Usage advice: 

Letter sized, 3-ring binder

Paper size: 
Letter
License: 
Creative Commons
Applications required: 
Adobe Acrobat Reader
Language: 
English
Letter2010-01-02 18:12
2010 Weekly Team Task Planner - 6 Slot

A way to track weekly tasks for people who manage a team.

Paper size: 
Letter
Thumbnail: 
Weekly Team Task Planner - 6 Up.png
Usage advice: 

Don't remember where I got the template for this. Was either on this site, or David Seah's Personal CEO (http://www.davidseah.com).

Modified it to my liking, then I lost the hard drive I put them on. Recently found the printed copies, and did them from scratch in OpenOffice Draw. Once I got started, it was easy.

The first one is for 2010. You can circle the month, and write in the topic in the blank by the year. I manage a team and needed to track follow-ups for who I manage. You can put the person you're assigning the task to in the "[WHO]" spot, and when they were assigned the task/item, and what they're waiting for.

I also created a "2 Slot" version where I can track my own (and my boss') items.

Hope you like it - feel free to use to your liking. (Also, please let me know if I didn't credit the people who should be).

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Acrobat
AttachmentSize
Weekly Team Task Planner - 6 Up.pdf44.46 KB
Weekly Team Task Planner - 6 Up.odg19.33 KB
Letter2010-01-14 19:58
2010 Weekly Team Task Planner - 2 Slot

A way to track weekly tasks for people who manage a team.

Paper size: 
Letter
Thumbnail: 
Weekly Team Task Planner - 2 Up.png
Usage advice: 

Don't remember where I got the template for this. Was either on this site, or David Seah's Personal CEO (http://www.davidseah.com).

Modified it to my liking, then I lost the hard drive I put them on. Recently found the printed copies, and did them from scratch in OpenOffice Draw. Once I got started, it was easy.

The first one is for 2010. You can circle the month, and write in the topic in the blank by the year. I manage a team and needed to track follow-ups for communication to my boss. You can put the person you're assigning the task to in the "[WHO]" spot, and when they were assigned the task/item, and what they're waiting for.

I also created a "6 Slot" version where I can track my team's items.

Hope you like it - feel free to use to your liking. (Also, please let me know if I didn't credit the people who should be).

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Acrobat
AttachmentSize
Weekly Team Task Planner - 2 Up.pdf44.65 KB
Weekly Team Task Planner - 2 Up.odg18.86 KB
Letter2010-01-14 20:04
General Project Timeline Planner

While working on multiple projects for multiple clients, I needed a generic project timeline planning sheet. And I needed everything to be customizable to the time frame, the number of tasks, and include details about expenses pertaining to the project.

This Excel spreadsheet was the result. Hope it helps you get organized.

Paper size: 
Letter
Thumbnail: 
thumbnail.png
Usage advice: 

I print this out and 3-hole punch it to put in a binder of project details then hand write the info I need. But since it's in an Excel spreadsheet, you could easily type in your information and print out the whole schmear.

License: 
Creative Commons
Language: 
English
Applications required: 
MS Excel
AttachmentSize
projecttimeline.xls30.5 KB
Letter2010-01-31 23:49