Templates

Paper SizeTopic
Titlesort iconDescriptionSizeCreated
CardNets

CardNets are templates that are designed to facilitate a more free-form or non-sequential style of linking ideas and activities. CardNets use little navigational icons to establish relationships among different cards. This approach can be useful when you're performing complex tasks with many individual sub-tasks that require different styles of note taking yet are related to one other.

Right now, the Core Set is available (adapting the most used templates from my hPDA templates). The next sets will cover project/process planning and novel plotting. Please suggest ideas for other complex processes that you'd like to see rendered using the CardNet approach.

Instructions on how to use CardNets are available on my website.

Thumbnail: 
cardnet2.jpg
Usage advice: 

Click on ".pdf" and ".png" links to download templates from the web page. Can also be inserted into Word documents, etc.

Paper size: 
Index Card (3 x 5)
License: 
Creative Commons
Applications required: 
Any graphics package that can open .pdf and .png files
Language: 
English
Index Card (3 x 5)2008-05-16 02:33
Categorized shopping list

This is a small template for a shopping list which can be printed on 3x4 size paper (with space on the top for punching holes), with headings for different categories of items, like produce, dairy, etc. It currently fits my closest store layout, but I am including the source file (requires OpenOffice Draw), so that it can be tailored.

As a side benefit, this template encourages eating more veggies ;)

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

This template was designed for the Myndology Bare Memo (3x4), however, the source file is included.

License: 
Creative Commons
Language: 
English
Applications required: 
OpenOffice
AttachmentSize
Shopping.pdf7.92 KB
Shopping.odg9.86 KB
Index Card (3 x 5)2007-11-04 00:25
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
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
Chaos Oasis revised

This is a revision to Chaos Oasis with corrected formulas and a slight modification to make the weekly pages more useful to my life in the past year. This version is once again a letter sized, integrated, 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. Life is a hectic mix of home, work, family, social obligations, and creative endevors--get Oasis and come in out of the storm.

The next version of Oasis will be classic sized for portability as I am returning to the workforce.

Paper size: 
Letter
Thumbnail: 
Capture.JPG
Usage advice: 

As per the original:
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 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
OAsIS Finished.xls443.5 KB
Letter2011-07-20 16:33
Character Classic 2-Up

This was something I needed.
I took the Character form from the Hipster PNG Image set, and put it into a MS Word file, Made it bigger, and put 2 of them. I made it in about 10 minutes, so it isn't that great, but I needed it (my first attempt at making a form and my first upload, by the way).
Anyway, Feel free to use it.
- Chris :)

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

Use it just like the regular Character template.

License: 
Creative Commons
Language: 
English
Applications required: 
Made in Microsoft Word, You Can Probably Use any Program that supports .doc
AttachmentSize
Character Classic 2-Up.doc79 KB
Classic (5.5 x 8.5)2007-07-28 21:07
Check Register

I have been lurking around this site for a couple of months and finally decided that I would like to make an attempt to contribute to the cause. I don't have a lot of creativity, so I thought I would attempt to create something simple but useful. I noticed there was check register template for the hipster, but not in classic size. I actually created this template in Microsoft Word, then imported into PDF.

Please let me know if you find this template useful.

Aaron

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

The form is meant to be double-sided. To print page two, face the blank side up and rotate 180 degrees

License: 
Creative Commons
Language: 
NA
Applications required: 
Adobe Reader
AttachmentSize
Check Register.pdf69.42 KB
Classic (5.5 x 8.5)2007-03-09 20:47
Checkbook register for younger folk
Paper size: 
Letter and A4
Usage advice: 

This is a US Letter-sized checkbook register for younger people to use (or those getting harder of seeing) It's pretty basic, but allows for one or two-line descriptions.

I've included both Microsoft Excel, OpenOffice.org and a pdf file in the zip file.

*EDIT*
Reynor has emailed me a portrait version of the register, so I'm including it in a separate Microsoft Excel file. So, the zip file encloses a register in landscape, and the non-zip is portrait.

License: 
Public Domain
Language: 
English
Applications required: 
Microsoft Excel, Openoffice.org (or Neo Office), a pdf reader, and unzip utility
AttachmentSize
checkbook register.zip41.62 KB
checkbook register.xls18 KB
Letter and A42007-02-15 15:41
Christmas Card List

A template to help record Christmas cards sent and received.

Paper size: 
A5
Thumbnail: 
Usage advice: 

This is an A5 template for recording cards you wish to send and that you've sent, and those you've received, and perhaps responded to! The pdf file includes pages with margins set for double sided printing. The zipped Open Office source file is also attached (based on Widget Kit 0.6).

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader
AttachmentSize
xmascards.pdf15.75 KB
xmascards.zip10 KB
A52006-11-22 19:19
Circa Hipster template

Templates for a Circa PDA. The card titles are at the bottom rather than the top. Includes cards for next actions, waiting for, projects, agendas, errands, someday/maybe, loaned items, websites/books/films/music to check out, gift ideas and notes for Good to Great and Made to Stick.

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

Works well on a Canon Pixma 4000

License: 
Creative Commons
Language: 
English
Applications required: 
Any pdf reader
AttachmentSize
hpda-jfs-060107.pdf352.44 KB
Index Card (3 x 5)2007-06-01 22:39
Classic Chaos: Small Integrated Planner

Designed to be a homemakers companion, this small planner is powerful. It is a dated two page per week format with the schedule all on one page and a task list, notes, and project list opposite. There is also a section to plan evenings seperate from the daily schedule--thus allowing for scheduled family time or a night of comfort or romance with the spouce.

Also included:
Monthly tabs with calanders which track holidays, special days, and monthly tasks.
Menu Tabs plan everyday lunches and dinners by the week or gatherings by the event.

Classic Chaos is smaller than the original, Chaos Contained. It is more portable while still managing to fufill all the functionality required by a busy household.

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

This is designed to be printed front and back onto 5.5x8.5" paper. I usually cut computer paper in half then print on the smaller sheets.

I use the left hand sheet to schedule my appointments.

The right sheet tracks all of the necessary tasks for the day and week. I can make a list of all my weekly projects (craft, cleaning, child education, etc...) or else use it as a shopping list in the upper right column. I often use the note section to remember special needs of family members and friends and my children's homework focus for the week.

I enjoy the evening planning section because it allows me to plan a movie, game, or talk with my spouce. I also plan runnover projects (alone time) or note evenings when I'll be out.

The menus are useful in two ways. First, I can plan out the week in advance and follow it. Or, I can just write down everything we eat for a week and THEN it becomes a menu. This is an invaluable tool for tracking what we 'really' eat. The leftover section can be used to note what needs to be eaten that week OR what leftovers will be comming from that week. I find it more useful to see what needs to be eaten, but I do have some menus that tell me what is likely to be leftover for the next week. Don't throw out full menu pages. Save them and recycle the week at a later time.

The formal menu section is useful for planning gatherings or nice family dinners. We try to have at least one NICE meal a month. This helps me to make sure the table is set and that the meal is perfect for the occasion.

License: 
Creative Commons
Language: 
English
Applications required: 
Microsoft Excel
AttachmentSize
Classic Chaos.xls676.5 KB
Classic (5.5 x 8.5)2009-08-18 18:23
Classic Recipe Card

I would like to make a Circa Classic size recipe book but cannot find anything other than index card sized recipe cards.

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

Make a classic size recipe book

License: 
Creative Commons
Language: 
English
Applications required: 
Open Office
AttachmentSize
Recipes2.odg10.83 KB
Classic (5.5 x 8.5)2008-03-28 21:36
Classic Size 2 Page Per Day

This may look familiar to some folks carrying planners, I would like to see it as a kit!!

Paper size: 
Classic (5.5 x 8.5)
Thumbnail: 
classic 2 page_thumb.bmp
Usage advice: 

Two Page per Day Planner Pages

License: 
Creative Commons
Language: 
English
Applications required: 
OpenOffice.org Draw
AttachmentSize
classic 2 page.odg12.34 KB
Classic (5.5 x 8.5)2008-01-21 10:20
Classic Weekly Calendar

This spreadsheet contains several tabs, the important one being the weekly calendar. It is a two page per week calendar, with room for appointments, daily and weekly tasks, and a small space for notes. I left my tasks in to give an idea of usage.

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

There is a box on the spreadsheet for the user to type in the date of the first Monday they want a calendar for. The spreadsheet will automatically generate the last half of the previous week as well as several future weeks. After that, it's just a matter of cutting the pages and punching them. It's pretty straight-forward, I've been using it for several months now and have only punched the wrong side of the pages once ;-) Let me know if you have any questions. Enjoy.

License: 
Creative Commons
Language: 
English
Applications required: 
LibreOffice Calc
AttachmentSize
classic calendar.ods21.9 KB
classic weekly calendar.pdf41.08 KB
Classic (5.5 x 8.5)2011-06-22 15:29
Client Time Log

Being an "Independent Contractor", whether by choice or necessity, demands a level of organization that most people would find daunting. I must confess I was initially a bit shaken. However, with the help of this website and a bit of research, I found that all of my fears could be calmed with a single index card.
This is my first submission. Be brutal! I crave honest feedback.

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

Just a general time log for each client visited throughout a day.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
Client-TimeLog.pdf11.02 KB
Index Card (3 x 5)2006-03-14 21:31
College Map & Schedule

This is just a fairly quick form I put together to keep track of my college information, including a campus map, course schedule, and professors' contact information on one sheet. ODG and PDF files.

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

This is my first template, but I'm almost positive I got all of the bugs out of it. I couldn't find anything similar, so I made my own. There must be other students here that this could be useful to.

PDF: The first page is a map of my campus, so it isn't going to be of much use unless you attend Oklahoma State. Page 2, however, isn't campus specific. I've posted the pdf so those of you who don't have OOo can still use the course information sheet.

ODG: Obviously, you can and should replace the map of my campus with a map of yours. In fact, edit and chop to your hearts content. As long as there's no profit being made, I don't particularly care. If you change this into something new and interesting, I would like to see it though!

License: 
Creative Commons
Language: 
English
Applications required: 
PDF reader, OpenOffice
AttachmentSize
classes_OOo.odg92.54 KB
classes_pdf.pdf79.25 KB
Classic (5.5 x 8.5)2008-08-09 05:40
Compact (4.25x6.75) size dated daily notes pages for Dec. 2006

Dated daily notes pages with mini-calendars.

Paper size: 
Other
Thumbnail: 
Usage advice: 

I've gotten into the habit (being a Franklin Covey expatriate) of keeping my planner as a journal. So when I started using the DIY templates instead of those overpriced Covey things, I wanted to hang on to the two-pages-per-day format for my day keeper pages.

Enter the DIY-style daily notes. This is my second attempt at a custom form. It includes a mini-calendar on every page, and each page is dated. You'll notice that these forms don't perfectly match the style of the official forms, but they're close enough by my own comparison.

The procedure I use for preparing these pages is simple: print as many left-handed DIY day keeper forms as needed for the month, then on the front of those pages, print the daily notes forms from this document. (You'll have to use scaling on the official forms, as I haven't included those in this file. Fear not, I'm working on it.)

As noted above, these forms are made to cater to the "compact" size 6-ring users. The margins aren't terribly narrow, so you can probably fudge it with different page sizes (and you can always make them bigger with scaling functions.)

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
compact_daily_notes_dec_06.pdf184.19 KB
Other2006-11-21 18:48
Compact Meeting - 2up Front and Back

This is the Compact Meeting form created by chiz. I have not altered the form any. I just set it for 2up printing Front and Back.

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

I also created a version with "Cornell Notes" on the back for use during the meeting (as suggested by Joanna) that is also in the Template Directory. The original form post by chiz is here.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
Compact_Meeting-2up_cl.pdf652.26 KB
Classic (5.5 x 8.5)2007-01-05 15:09
Compact Meeting v1.0 - Classic 1up

A form that can be used during meetings for taking notes, agendas, action items and illustrations/diagrams.

Paper size: 
Classic and A5
Thumbnail: 
Usage advice: 

Scenario 1: You're the one who called the meeting

BEFORE the meeting
- write the meeting details, i.e., title or objective, project, venue, date and start time
- write the attendees that you've invited to attend the meeting
- write the agenda you wish to discuss and the estimated duration of each; don't put a checkmark in the 'Discussed' checkbox yet
- write down potential action items and the priority; write also the name of the person to which you're assigning the task
- write also action items that were brought up during the previous meeting for follow-up
- prepare your visual aids, e.g., illustrations, diagrams, charts, etc.
- you may optionally distribute copies to the attendees not only to help them track the meeting but to provide a paper with which they could also write their notes on

BEGINNING and DURING the meeting
- note down the actual time the meeting started
- mark each agenda as they are discussed
- follow-up on the tasks discussed in the previous meetings noting the progress in the '%Complete' column; note the commitment date in the 'Due Date' column;
- write down additional tasks and agendas that might come up during the meeting
- draw illustrations in the 'Illustrations' page

AFTER the meeting
- note the time when the meeting ended
- write down names of attendees that were not originally written in the 'Attendees' section
- Optionally, you may do a recap of all the action items
- write down all the tasks assigned to you on your organizer/planner
- write the minutes as soon as possible

Scenario 2: You're to attend the meeting

BEFORE the meeting
- write the meeting details, i.e., title or objective, project, venue, date and start time

2.2. DURING the meeting
- write down notes leaving no mark on the 'Agenda' and 'Action' regions
- note each task that are assigned to you by writing the task; write a priority value in the 'Priority' column, write 'Me' or your name in the 'Assign To' column and the 'Due Date'

2.3. AFTER the meeting
- optionally you may take note of the time when the meeting ended
- write down all the tasks assigned to you on your organizer/planner

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
Compact Meeting.pdf50.36 KB
Classic and A52007-01-05 00:00
Compact Meeting v1.0 - Letter

Letter-size conversion of the Compact Meeting v1.0 template

Paper size: 
Letter
Thumbnail: 
Usage advice: 

Scenario 1: You're the one who called the meeting

BEFORE the meeting
- write the meeting details, i.e., title or objective, project, venue, date and start time
- write the attendees that you've invited to attend the meeting
- write the agenda you wish to discuss and the estimated duration of each; don't put a checkmark in the 'Discussed' checkbox yet
- write down potential action items and the priority; write also the name of the person to which you're assigning the task
- write also action items that were brought up during the previous meeting for follow-up
- prepare your visual aids, e.g., illustrations, diagrams, charts, etc.
- you may optionally distribute copies to the attendees not only to help them track the meeting but to provide a paper with which they could also write their notes on

BEGINNING and DURING the meeting
- note down the actual time the meeting started
- mark each agenda as they are discussed
- follow-up on the tasks discussed in the previous meetings noting the progress in the '%Complete' column; note the commitment date in the 'Due Date' column;
- write down additional tasks and agendas that might come up during the meeting
- draw illustrations in the 'Illustrations' page

AFTER the meeting
- note the time when the meeting ended
- write down names of attendees that were not originally written in the 'Attendees' section
- Optionally, you may do a recap of all the action items
- write down all the tasks assigned to you on your organizer/planner
- write the minutes as soon as possible

Scenario 2: You're to attend the meeting

BEFORE the meeting
- write the meeting details, i.e., title or objective, project, venue, date and start time

2.2. DURING the meeting
- write down notes leaving no mark on the 'Agenda' and 'Action' regions
- note each task that are assigned to you by writing the task; write a priority value in the 'Priority' column, write 'Me' or your name in the 'Assign To' column and the 'Due Date'

2.3. AFTER the meeting
- optionally you may take note of the time when the meeting ended
- write down all the tasks assigned to you on your organizer/planner

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
Compact Meeting - letter size.pdf48.24 KB
Letter2007-01-05 00:00