Templates

Paper SizeTopic
TitleDescriptionSizesort iconCreated
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
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 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
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
Scene Builder Form for Writers

This is a form I came up with to help me organize the hazy images of scenes that roll around in my brain. This is also good for those of us with overworked memories who mourn the scenes we've forgotten. No mourning necessary if you have them written down already!

I've already used this a time or two, and it has accomplished for me what I wanted it to. It gave me a very clear picture of a scene I had been thinking about for several days, and now I know exactly how to use it in the story.

Paper size: 
Letter
Thumbnail: 
Scene Builder_Page_1.jpg
Usage advice: 

I used Word tables. The font is very basic, but if you have Word, of course you can change it. This is a very straightforward design, but as most of you probably know, Word tables can be temperamental. Any wobbles will be easily fixable, though.

I have also included a PDF version. I've got them on mirror margins so it's like a 2-up layout.

License: 
Creative Commons
Language: 
English
Applications required: 
MS Word or any PDF reader.
AttachmentSize
Scene Builder.doc35.5 KB
Scene Builder.pdf29.35 KB
Letter2010-02-18 21:57
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
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
Weekly Planner Bookmark

This is a weekly planner that doubles as a bookmark for a journal or notebook. I carry a notebook around to keep track of ideas, thought processes, and other things I do at work. This bookmark planner allows me to keep track of my current page and provides a place to jot down To Do items or meeting reminders. The included PDF is much higher quality than the thumbnail.

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

It's made to be printed on a letter sized sheet and folded into three equal sections. It has space to write To Do items or whatever else for each day of the work week (Monday-Friday). It can be re-folded and used 3 or 6 times depending on whether you print it front and back. It fits nicely in a 5 1/2 x 8 notebook.

License: 
Creative Commons
Language: 
English
Applications required: 
Any PDF Reader
AttachmentSize
Weekly Bookmark Planner.pdf11.1 KB
Letter2010-05-11 00:17
March 2010 Daily Calendar Pages - Letter size

Daily calendar pages for March 2010 with columns for "Priority To Do" and "Want to Do," as well as an "Appointments" column with times (my day starts at 4:45am so the first time row is 4am). There is a small area to write in Breakfast, Lunch and Dinner. I've added a "Notes for Today" area to put things like "Hubby out of town" or "Jane's Birthday."

Paper size: 
Letter
Thumbnail: 
daily_letter_Mar2010.jpg
Usage advice: 

I'm sorry for the wonky margins. OpenOffice Draw (and the consequent pdf that I make from it) is pushing the entire page to the right by one-quarter inch, and I cannot figure out why. So I'm just manually adjusting for it.

The .pdf file was larger than 2mb, so I included a link to it.

License: 
Creative Commons
Language: 
English
Applications required: 
OpenOffice Draw for the uploaded odg file. Adobe Reader for the linked pdf file.
AttachmentSize
Mar 2010.odg24.87 KB
Letter2010-02-06 00:53
July and Aug 2010 Daily Calendar Pages - Letter Size

Daily calendar pages for July and August 2010 with columns for "Priority To Do" and "Want to Do," as well as an "Appointments" column with times (my day starts at 4:45am so the first time row is 4am). There is a small area to write in Breakfast, Lunch and Dinner, and a "Notes for Today" area to put things like "Hubby out of town" or "Jane's Birthday."

Paper size: 
Letter
Thumbnail: 
daily_letter_July2010.jpg
Usage advice: 

I'm sorry for the wonky margins. OpenOffice Draw (and the consequent pdf that I make from it) is pushing the entire page to the right by one-quarter inch, and I cannot figure out why. So I'm just manually adjusting for it.

License: 
Creative Commons
Language: 
English
Applications required: 
Either Adobe Reader or OpenOffice Draw. I've uploaded both files.
AttachmentSize
July2010.odg24.89 KB
August2010.odg25.22 KB
July2010.pdf1.8 MB
August2010.pdf1.8 MB
Letter2010-06-10 17:50
Blank Daily Planner Page

A simple template that can be used to write down appointments or take notes for a single day.

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

This template can be printed out or used digitally. I use the PDF as a background template in an iPad application called Notetaker HD. I've included the XLS file in case you would like to change the colors or modify the formatting to your liking.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Illustrator, Microsoft Excel
AttachmentSize
Schedule Template.pdf15.92 KB
Schedule Template.xls21 KB
Letter2010-10-19 05:59
Weekly sign-up, one year on a sheet

A year-long calendar on two pages with one blank line per week. The Thursdays calendar highlights that particular day of the week while the 2011 weekly sign-up is generic. You could simply print it and use a marker to highlight the appropriate day of the week.

Paper size: 
Letter
Thumbnail: 
2011 weekly sign-up with contrasting months thumb.png
Usage advice: 

I'm using it as a sign-up sheet for a weekly co-op. But it could be used to keep track of anything that happens once a week. The link below takes you to a page where you can generate this kind of calendar for any dates you choose.

License: 
Public Domain
Language: 
English
Applications required: 
PDF reader or OpenOffice
AttachmentSize
2010 weekly sign-up with Thursdays highlighted31.08 KB
2011 weekly sign-up22.09 KB
2011 weekly sign-up with contrasting months22.6 KB
Weekly SignUp.ods17.53 KB
Letter2010-11-05 17:16
Chaos Oasis

Due to RL concerns, Oasis underwent several revisions and was delayed by almost a year. The final version is a letter sized integrated, streamlined, adaptable Life Managment Center. Rather than hit every hour of each day, Oasis gives you space to plan the things that are important to you. Everyday life is a hectic mix of home, work, family, social obligations, and creative endevors--get Oasis and come in out of the storm.

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

Leave conformity behind; decide what you need to track and plan. Suddenly time conforms to your schedule-- that is Oasis.

*Oasis is a perpetual calendar. Enter the starting year, day, and weekly planner start day on the main page. You can start the yearly, monthly, and weekly pages on any day of the week you choose. Traditional Sunday? Go-getter Monday? Wacky Wednesday? Oasis will automatically format the calendars for dates and day titles.

*I punch holes on both the left and right sides of the Monthly and Weekly Pages after printing them front to back. Each week or Month, I insert the Monthly page on the left side of the binder and the weekly page on the right. When the week changes, I just move/flip the pages so that the month is still on the left and the week is still on the right. No more transferring, no more writing on an uncomfortable side of the page. Left handed? Reverse and put the month on the right.

* I find it easiest to keep major appointments on the monthly page.

*The Weekly page has 1 small and 5 large sections per day to track whatever you want. Use them for meals, subjects, social obligations, to do lists, tracking, or anything you can think of. Every week does not have to be the same. One week may be more family focused, another may be more appointment focused. Use morning noon and night headings for a more traditional feel. Track feeding times, or solve writing problems--there is no set category. It prints in 12 week increments, but you can print out as few or as many pages as you need.

*The good behavior chart is gridded for small round stickers (get a book with 1000's at any dollar store.) Adapt the behavior for your child's problem areas. And remember to accentuate the positive! No Don'ts allowed. :)

*I've included a basic lesson planner for home school use. This is very adaptable to homework assignments, ongoing projects, daily chores, medication usage, or other tracking/planning issues.

*Household tab gives a quick integrated list of what needs to happen in each room of your house. Update it for your personal use. It also has a quick tracking reference for recurring schedules and phone numbers.

*Also included is a tab of lined note pages and a tab to track birthdays, address, and phone numbers.

This work is entirely my own. It is my baby and was very labor intensive; please do not sell it in any capacity. You may alter it for your personal use and you may freely redistribute it as long as you give credit.

Cheryl Williams
euphrasyne at yahoo.com

License: 
Creative Commons
Language: 
English
Applications required: 
Microsoft Excel
AttachmentSize
ChaosOasis.xls454.5 KB
Letter2010-08-11 20:18
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
Feb 2010 Daily Calendar Pages - Letter size

Daily calendar pages for Feb 2010 with columns for "Priority To Do" and "Want to Do," as well as an "Appointments" column with times (my day starts at 4:45am so the first time row is 4am). There is a small area to write in Breakfast, Lunch and Dinner. I'll upload March after I have used this template for awhile and see if I need to do some tweaking.

Paper size: 
Letter
Thumbnail: 
daily_letter_Feb2010.jpg
Usage advice: 

I'm sorry for the wonky margins. OpenOffice Draw (and the consequent pdf that I make from it) is pushing the entire page to the right by one-quarter inch, and I cannot figure out why. So I'm just manually adjusting for it.

I included both the .odg and a .pdf version.

License: 
Creative Commons
Language: 
English
Applications required: 
Either Adobe Reader or OpenOffice Draw. I've uploaded both files.
AttachmentSize
Feb 2010.odg24.96 KB
Feb 2010.pdf1.92 MB
Letter2010-02-01 17:47
Scene Solvent

This one is closely related to the Problem Scene template I'll post next, but they differ in one respect. Scene Solvent is for the scene that just won't go down on paper for you.

This happens to me all the time in my writing. I'll be trucking along and writing away until I get to one tiny little scene. Usually it's a transitional scene that is supposed to bring me from one important event to another.

I'm having a horrible time with two of my novels for just this reason. I've come to a standstill. I won't call it writer's block because I know what comes later; I just don't know how to get there. I created this template in an attempt to resolve these problems.

Paper size: 
Letter
Thumbnail: 
Scene Solvent share_Page_1.jpg
Usage advice: 

Again, this is using Word Tables because I'm pretty good at manipulating them. It also is formatted with mirror margins, so it gives you plenty of binding space.

I figured the best way to create this form was to ask myself questions. I've found that I get further in my writing by doing this and writing down both the question and the answer.

License: 
Creative Commons
Language: 
English
Applications required: 
MS Word or any PDF Reader
AttachmentSize
Scene Solvent share.doc41 KB
Scene Solvent share.pdf74.83 KB
Letter2010-02-19 16:43