Templates

Paper SizeTopic
Titlesort iconDescriptionSizeCreated
Simple Day Plan System 5 x 8

Simple Day Plan System - 5" x 8" index card format.

Paper size: 
Other
Usage advice: 

Ideal for people who have relatively few appointments and to-do items. Great for people who like to travel really light.

Consists of blended Appointments/ToDo area, Notes, and on the reverse, Agenda (can also be used as a free-form expanded ToDo list), Daily Tasks Completion Indicator, and Evening Items area.

Using the Daily Tasks Completion Indicator (DTCI) is simple. At the end of the day, review the number of tasks and appointments completed, and divide by the total number of tasks/appointments that you started out with, then circle the appropriate percentage. The DTCI acts as a reminder of what still needs to be done and acts as a quick visual indicator of your day's progress. You could even choose to mark your
intended goal for the day with red ink, and the actual results with ink of another
colour.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
simple_day_plan.pdf86.87 KB
Other2005-11-11 17:59
Simple Day Planner

A really basic day planner.

Paper size: 
Letter and A4
Usage advice: 

For simple planning.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe pdf
AttachmentSize
dayplan.pdf72.87 KB
Letter and A42009-10-25 19:21
Simple Expense Tracker

A simple form to track expenses for business. It has columns for the dates you submitted an expense and when you get reimbursed for it.

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

When you get a reimbursable expense record it, the amount and the date. Then mark the date that you submit the expense and the date when you receive the reimbursment.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
expense_tracker_v1.0.pdf17.09 KB
Classic (5.5 x 8.5)2006-03-20 02:39
Simple minutes of meetings template

This is a simple minutes of meetings template I use for taking notes and actions during the meetings I attend.

Paper size: 
A5
Thumbnail: 
mom (Small).png
Usage advice: 

Print two pages of the template and cut the sheet in half.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe PDF Reader
AttachmentSize
MoM.pdf20.73 KB
A52007-03-06 11:54
Simple Notes (8.5 x 11)

I made this template because I couldn't find a good letter-sized notes template (I'm sure there's one within the excellent packages of templates on this site, but I couldn't find it and a "notes" page was all I needed).

Paper size: 
Letter
Thumbnail: 
Usage advice: 

Use in a letter-sized GTD Levinger/Rollabind solution

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview), Omnigraffle
AttachmentSize
notes-template.pdf10.42 KB
Letter2006-02-15 17:14
Simple Phone Message Log

This quick and easy Telephone Message Log work great with Circa, Filofax or three ring binders. It is intended for the Classic (A5) size Filofax or Junior size Circa generally about 5 1/2 x 8 1/2 inches (or half a sheet of regular US letter size.)

Print the pages separately:

Front is the first page and back is the second.

Hole punch to your desired binder.

Best Wishes!

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
Phone MSG LOF Thumbnail.png
Usage advice: 

Don't forget to print pages separately. You might want to check your printer settings and possibly print borderless if your setting eat up too much space around the borders.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe
AttachmentSize
Phone Message Log.pdf44.5 KB
Classic (5.5 x 8.5)2012-05-18 21:31
Simple project list

David Allen recommends (GTD, page 155) maintaining a list of your active projects, and this does just that. No frills, just a list.

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

This project list has space at the top to write the context (projects @work vs. @home). Then on the list itself, there's a small space for a code so I can tie an item on my Next Actions list (from the basic D*I*Y Planner template) to this list. That way, when I do my weekly review, I can tell at a glance that everything on my project list has a Next Action. Then, I write the project description and the date. This can be the date you added it to the list, project start date, due date, or your birthday. Whatever fits your needs. Then there's a small space for notes at the bottom.

In the zip file, you'll find a PDF and an ODG file. Go wild.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
projects_list.zip25.82 KB
Classic (5.5 x 8.5)2006-06-29 18:11
Simple Weekly Planner

A very basic weekly planner.

Paper size: 
Letter and A4
Usage advice: 

Used for simple weekly planning.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe pdf
AttachmentSize
weekplan.pdf57.11 KB
Letter and A42009-10-25 19:19
Simply Silver - Bank Registers (May - Dec 2011)
Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
BR-Thumb.jpg
Usage advice: 

Simple bank register template to match the rest of the Simply Silver Series.

License: 
Public Domain
Language: 
English
Applications required: 
Adobe Reader, Microsoft Word (for source file)
AttachmentSize
SS - May-Dec 2011 - Bank Registers.pdf61.1 KB
Classic (5.5 x 8.5)2011-05-05 21:51
Simply Silver - Budget Worksheets (May - Dec 2011)
Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
BGT-Thumb.jpg
Usage advice: 

Simple budget worksheet template to match the rest of the Simply Silver Series.

License: 
Public Domain
Language: 
English
Applications required: 
Adobe Reader, Microsoft Word (for source file)
AttachmentSize
SS - May-Dec 2011 - Budget Worksheets.pdf79.8 KB
Classic (5.5 x 8.5)2011-05-05 21:52
Simply Silver - Daily Pages (May - December 2011)

One-Page-Per-Day System

SECTIONS:

Daily Schedule (7AM - 10PM)

Notes Section

Daily To-Do List

Assignments Due

Assignments Received

Paper size: 
Letter
Thumbnail: 
Package-Thumb.jpg
Usage advice: 

Ideal for students, and balances any busy schedule.

License: 
Public Domain
Language: 
English
Applications required: 
Adobe Reader, Microsoft Word (for source file)
AttachmentSize
SS - May-Dec 2011 - Daily Pages.pdf1 MB
SS - Daily Pages - Template (1).doc1.45 MB
Letter2011-05-05 21:47
Simply Silver - Full Package of Templates (2011)

Set includes Monthly Calendars, Budget Templates, Bank Registers, Master To-Do Lists, and Daily Pages for May through December 2011. Also included is the Weekly To-Do List template, used for a page finder (3 per page, can be printed duplex).

The daily pages are in a one day per page format with areas for notes, to-do list, assignments due, assignments received, and a daily schedule section in 30 minute increments from 7 AM until 10 PM.

Paper size: 
Letter
Thumbnail: 
Package-Thumb.jpg
Usage advice: 

I use this as a system to balance my life as a full-time student and full-time employee, but it can be used for either situation very easily.

These templates can be used in any order. I suggest printing everything duplex to reduce weight. In my system, I include the Budget on the back of the Calendar and make sure to print a duplex of both the Bank Register and Master To-Do List.

The Weekly To-Do Page Finder is set up to be printed duplex and cut into three equal pieces.

I will also upload this package in pieces with the a source file to edit to your needs.

License: 
Public Domain
Language: 
English
Applications required: 
Adobe Reader
AttachmentSize
SS - May-Dec 2011 - Full Package.pdf1.14 MB
Letter2011-05-05 21:35
Single page classic size dated 2009 calendar (edited and the dates fixed :)

Okay, second try. It was graciously shown to me that I needed to do a little cleaning up, so I did and am resubmitting this calendar. Please remember that I cannot take credit for the form ONLY for filling in the numbers. I did this by hand and ended up being a little loopy before it was over.

If the graphic is not your style, just click on it and hit the delete button and it will go bye-bye! The background color can also be changed and well as the margins so you can use it for left or right. Just remember to add the same amount to the other margin that you took away from the opposite margin.

Hope this works and remember I deserve no credit for the actual form but someone else here did the form and it can be found in the template directory without dates.

Take a look at the example.pdf to see if you like it!

Thanks.

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

If the graphic is not your style, just click on it and hit the delete button and it will go bye-bye! The background color can also be changed and well as the margins so you can use it for left or right. Just remember to add the same amount to the other margin that you took away from the opposite margin.

License: 
Creative Commons
Language: 
English
Applications required: 
Open office
AttachmentSize
example.jpg65.89 KB
singlepagemonthJan09.odg51.61 KB
singlepagemonthFeb09.odg51.68 KB
singlepagemonthMar09.odg51.68 KB
singlepagemonthApr09.odg51.67 KB
singlepagemonthMay09.odg51.78 KB
singlepagemonthJun09.odg51.68 KB
singlepagemonthJul09.odg51.72 KB
singlepagemonthAug09.odg51.78 KB
singlepagemonthSept09.odg51.73 KB
singlepagemonthOctt09.odg51.71 KB
singlepagemonthNovt09.odg51.72 KB
singlepagemonthDect09.odg51.7 KB
Classic (5.5 x 8.5)2009-01-03 03:49
Sliderule

A real sliderule. Requires a bit of cutting and pasting.

Usage advice: 

Simply cut and paste and you'll have a working slide rule. Slides rules got us to the moon, they ought to get you around town.

I've had one of these in my hipster stack for months and it works as good as new.

Thanks to the work of Charles Kankelborg.

Paper size: 
Letter
License: 
Creative Commons
Applications required: 
PDF Reader
Language: 
English
Letter2005-09-01 04:21
Slightly Larger Fobster

2.5x1.5 inch bits, suitable for keychain use. Letter size page with 5 each of 4 forms- ruled, grid, checkbox and schedule.

Paper size: 
Other
Thumbnail: 
Usage advice: 

Letter size page with 5 each of 4 forms- ruled, grid, checkbox and schedule. 2.5x1.5 inch bits, suitable for keychain use. No allowance for holes or binderclip on form, but upper or lower left hand corner takes a hole nicely.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader or Open Office Draw 2.0
AttachmentSize
2point5by1point5.pdf14.49 KB
2point5by1point5.zip9.65 KB
Other2006-04-09 17:26
Song Tracker

This template is for musicians who are working on new tunes and often play with different bands. It helps track new songs and when they can be checked off as "off the page." I often lose songs because they don't get off the page and into my head and then I forget I worked on them. There is space for notes about the song, room to write the info about the musical group (like lead player's phone number)and ideas that are not quite incorporated into "groupthink." Enjoy! Ideas are welcome!

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
small-songtracker.jpg
Usage advice: 

It is Classic size now but I really want it to be adaptable for 3x5 index cards that are printed vertically. Ideas?

License: 
Creative Commons
Language: 
English
Applications required: 
Open Office, Adobe Acrobat
AttachmentSize
songtracker.pdf25.63 KB
songtracker.odg13.64 KB
Classic (5.5 x 8.5)2007-12-05 21:45
Song Tracker

Here is a Song Tracker form for performers in bands that I created to keep track of the status of new songs as they are learned and "off the page." Depending on lots of variables, I believe it is Junior size. This is my first template so let me know what I can do to improve it! Thanks.

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
pix of songtracker.png
Usage advice: 

I printed it as is for the Classic size.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Reader
AttachmentSize
songtracker.pdf25.63 KB
Classic (5.5 x 8.5)2008-01-17 05:53
Special Order 2 page/week - classic 2up

The result of a member's request for a custom 2-page per week form, to fit her Circa Junior Zip Folio. Left-hand page has Monday through Friday; Saturday and Sunday are on right - all days equal size. Rest of right-hand page has grid split into two columns with "To Do" and "To Buy" headings.
Please let me know if there are any major tweaks that need to be done.

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

Good for people who have as much going on on the weekends as during the week.

License: 
Creative Commons
Language: 
English
Applications required: 
Apple Preview, Acrobat Reader
AttachmentSize
Special Order.pdf70.01 KB
Classic (5.5 x 8.5)2007-10-03 06:14
Spreadsheet for tracking recurring tasks

Excel spreadsheet for tracking recurring tasks.

Paper size: 
Letter
Usage advice: 

I print this landscape and then punch the short left-hand margin, fold the sheet in half, and put it in my planner. It would work for either a letter or classic-size planner.

License: 
Creative Commons
Language: 
English
Applications required: 
MS Excel
AttachmentSize
Recurring Tasks_Tickler.xls29.5 KB
Letter2008-07-21 00:34
Steno pad paper classic 2up

My husband (whom I hacked) requested that I make him a notebook in classic size with steno pad-type paper. I fiddled and fiddled with both MSWord and OOo and here is the result. He wanted it so there were no borders on the sides.

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
Image 1.png
Usage advice: 

Print double-sided and cut down the middle.

License: 
Creative Commons
Language: 
NA
Applications required: 
PDF Reader and MSWord
AttachmentSize
papiersteno.doc86 KB
papiersteno.pdf10.5 KB
Classic (5.5 x 8.5)2007-04-01 01:32