Templates

Paper SizeTopic
TitleDescriptionSizesort iconCreated
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
Filofax templates 3.75 x 6.75

Ten of my most used classic templates converted to filofax size (3.75 x 6.75), with a few additions. Even pages are the backside of the odd pages. Two separate templates per page.

Paper size: 
Other
Thumbnail: 
Usage advice: 

These pages are my most commonly used pages from the classic version, with a few additions. They include registration and crop marks.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
filofax template.pdf125.76 KB
Other2005-11-13 00:52
DiyP2-Style 3.75 x 6.75 Templates

A selection of D*I*Y Planner 2.0 style templates in "personal" size.

Paper size: 
Other
Usage advice: 

This is a collection of selected D*I*Y Planner 2.0 style templates in the popular filofax/dayrunner 3.75" x 6.75" size (also known as "personal"). Included are Day Keeper, Weekly Planning, Notes, To Do List, Next Actions, Someday/Maybe, Checklist, Important Numbers and Sources pages. Print with Acrobat.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
3.75 x 6.75 diyplanner.pdf54.94 KB
Other2006-02-25 13:52
Compact Planner Pages

DIY Planner 2.0 style pages formatted for 4.5" x 6.75" planners (Day Timer, Franklin-Covey, etc).

Paper size: 
Other
Usage advice: 

Print double-sided and trim. I also trim the blank part on the bottom to use for my "notes" section.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
Checklist.pdf17.09 KB
NextActions.pdf15.65 KB
Notes.pdf12.83 KB
Project.pdf18.67 KB
SomedayMaybe.pdf14.55 KB
Weekly.pdf25.15 KB
Other2006-03-24 04:35
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
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
January 2007 Daily 2-page forms

This package is a prototype of the compact (4.25"x6.75") 2-page-per day format of daily pages, designed in the theme of the DIY planner designed by Douglas Johnston. The second page is a right-handed daily journal page, to be
printed on the front of as many sheets as are required for the month. The subsequent pages are left-handed daily schedule and task pages dated respectively for each day of this month. They contain the date, weekday, and year; they also have mini-monthly calendars for the present month as well as the previous and following months. In addition, each day gives the phase of the moon and may note a special holiday or observance.

Paper size: 
Other
Thumbnail: 
Usage advice: 

Print as many copies of page 2 as needed for an entire month's worth of daily journal entries. Then print pages 3-33 on the backs of those printed pages. You will need one extra page for the last day of the month; I recommend printing out 2-page-per-day monthly calendars as well (also available in the User Templates directory) and printing the Daily Journal for 31 January on the blank side of the left-handed page of February's monthly layout. (So you'd see a daily layout for 31 January identical to the rest of the days; when you flip the page, there's the two-page February monthly spread. This can also be done at the beginning of the January pages: on the back of the January monthly calendar, print the daily schedule for 1 January.)

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
January 2007 Daily Pages.pdf462.15 KB
Other2006-12-06 21:15
Dutton Speedwords lessons and dictionary (compact size)

I have wanted to learn some kind of shorthand for a long time, but learning real "secretarial" shorthand takes years of work. It's like learning a new language, from what an expert tells me.
A little while ago I found an alternative. "Dutton Speedwords," a system developed by its namesake back in the 50s, is an alphabetic shorthand system. I found some quick lesson material (a crash course, really) and a fairly extensive dictionary translating speedword constructions into their plain-english equivalents. I used the latter to make a to- and from-speedwords translation dictionary, and the former I just formatted in a style similar to the DIYPlanner widget set. The lot is presented here in one lump of a PDF, all formatted in the 4.25x6.75" size. I haven't bothered with a screenshot here for two reasons: first, my screenshot utility was only installed on my other computer, which recently bit the dust. Second, a translation dictionary isn't terribly photogenic. That's what this file consists of: pages of instructions, and pages of word translations. Download it and see if Speedwords is right for you!

Paper size: 
Other
Usage advice: 

The pages are formatted as regular planning pages, with a front and back to each. I just printed them straight out, which was relatively easy. Then I hole-punched them and put them in a compact binder.

If you want a larger (or smaller?) size, e-mail me at the address given in the file, or post a comment here.

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
Speedwords.pdf432.37 KB
Other2006-12-15 07:15
Business Card Case - Origami Style

Create your own six-pocket case using one letter or A4 sized piece of paper. Holds up to 24 business cards or about 6 credit cards.

Paper size: 
Other
Thumbnail: 
Usage advice: 

The attachment includes step-by-step instructions with photographs so you can fold your own business card case from a single piece of paper.

I used a piece of paper that had a printed pattern on one side and plain white on the other. However, both sides will show in the final product, so you may want to find paper that has color/pattern on both sides.

The folds are simple and there is no cutting. The result is a small paper rectangle with six pockets--four flap pockets and two full-depth pockets. The pockets hold everything reasonably securely, but if you're nervous about it you can be extra sure with a binder clip, rubber band, or some other extra device if you wish. This is not a 'jotter,' it's just a set of pockets.

You can stuff more than 4 business cards into each pocket, but if you do that in all the pockets it gets pretty tight. About 4 cards in each of the 6 pockets is still reasonably convenient and easy to put in/take out, etc.

If you have a small clip pen, you could attach the pen along the 'spine' of the case when you're done folding, if you wish.

License: 
Public Domain
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
business card holder origami.pdf122.46 KB
Other2006-12-20 19:10
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
A7 - Contintental size HipsterPDA cards

Wide range of forms for all occasions - ideas copied from Doug's HipsterPDA edition but in very different style.

Outside of USA there are problems with index cards but plethora of Ax formats (also found index format slightly too big for me).

Paper size: 
Other
Thumbnail: 
a7-actions.png
Usage advice: 

Cards themselves are in A7 (portrait) and A6 (landscape) format. You can print them up to 8 (or 4) on one A4 sheet using extensive Acrobat Reader printing options.

I've also made available pack of pages a7-up8.zip . In this file each form is positioned 8 (4) times on one A4 sheet (one form per file). Due to size (3MB) I've decided to spare DIY bandwidth and uploaded it here:

A7 up-8 version (on A4 paper)

I usually print one page of choice when needed, a7.pdf version is mostly for design. Whole set was created with Scribus.

License: 
Creative Commons
Language: 
English
Applications required: 
Any PDF viewer (Adobe Acrobat preferred due to printing options)
AttachmentSize
a7-cover.pdf58.83 KB
a7.pdf333.13 KB
Other2007-03-08 20:50
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
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
Hand Drawn

Hand drawn and stamped planner pages!

4x6 Index Card- includes 'this book belongs to,' info page, daily record, weekly plan, appointments, contacts, goals, ideas, lyrics, to-do and monthly plan. Could be resized for 3x5 as well.

Hope you like it- and if there's a template you'd like to see in this style please ask and I'll see what I can do!

Thumbnail: 
daily_record.jpg
Usage advice: 

Just like you would use 3x5 index cards, just a little more room!

Paper size: 
Other
License: 
Creative Commons
Applications required: 
Adobe Acrobat
Language: 
english
Other2007-09-29 06:52
Medication Tracker

My main reason for keeping a planner is to keep track of all of my doctor information and appointments. However, it is also a very convenient way to keep track of all the medications I am taking: for my reference, in case of emergency, or if I'm seeing a new doctor.

To that end, I created this template. It's optimized for the 6-ring planners that are 4.25"x6.75". I left out markings for holes as I imagine you can use a sheet from your planner already to mark them and it should make it easier to scale it for other planners.

This was created using Scribus. I certainly welcome any suggestions for improvement: this WAS my first attempt, ever, at anything like this.

Paper size: 
Other
Thumbnail: 
MedTrackSample.JPG
Usage advice: 

The name of the medication (I suggest using the generic name, if you know it) should go above the purple box. The 'R' stands for 'Refills' (as an aside: pencil might be best!). The other fields should be self-explanatory.

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Reader
AttachmentSize
MedicationTracker.pdf113.52 KB
Other2007-10-13 08:35
Mood Diary - pocket mod and Cognitive Restructuring problem solving worksheet

This is the Daily Mood Journaling / Tracking Page by Matdredalia worked into a pocketmod format. I often leave my planner on my desk, but never my wallet. Since this isn't something I'd want anybody looking at, I prefer to keep it in my wallet. (I never fill out the personal information pages of the planners either. Oh, and the reason I'm so touchy about personal info -- I work in a jail).

Thanks for the original template Matdredalia, and for permission to pocketmod it!

I'm also adding another pocketmod which incorporates some of the Mood Diary. It also has a worksheet for a "Problem Solving Technique". This is based somewhat on David Burns books and the cognitive restructuring schools of thought. Cognitive theory holds that at least some of the time when we face a psychological problem, it is at least partially caused by our own distorted thought patterns. So, whenever you notice yourself having thoughts of suicide, feeling a need to cut, feeling the need to overeat, feeling the need to not eat or purge, or ...
a technique to handle it is to write down the emotion, what triggered it, and then rephrase your self talk to overcome the distorted thinking.

I find to do this, I really need to have this sheet with me all the time -- hence the pocketmod. I also like tracking the factors from the mood diary as well. The two blank rows at the bottom can be used for tracking other factors that may be relevant for you.

Lastly, one page of the mod is for keeping track of doctor's appointments.

Paper size: 
Other
Usage advice: 

See Matdredalia's original template info. for the Mood Diary pocket mod

License: 
Creative Commons
Language: 
English
Applications required: 
Adobe Reader or other pdf printer
AttachmentSize
Mood Diary pocketmod.pdf17.56 KB
MD plus Prob Solving pocketmod.pdf18.11 KB
Other2007-11-20 00:36
Aide mémoire GTD

(inspired from GTD Quick Reference)

Voici un diagramme gratuit et en couleurs de la dynamique GTD. Il en existe beaucoup d’autres, je trouve celui-ci plus vivant et parlant, question de goût.

Paper size: 
Other
Thumbnail: 
gmv-gtdfr-ref.miniature.gif
Usage advice: 

sert de référence, à imprimer et garder sous la main

License: 
Creative Commons
Language: 
French
Applications required: 
IE/Firefox
AttachmentSize
gmv-gtdfr-ref.gif99.49 KB
Other2007-05-14 10:00
Weekly Receipts Envelope (#10)

This template prints onto a 4 1/8" x 9 1/2" envelope (aka #10 size or "business" envelope). Top line allows entering of month/year/week.

6 x 35 table with columns for date, details, bank, debit or credit card, amount, and expense type.

Paper size: 
Other
Usage advice: 

Ideal for heavy plastic users who generate piles of receipts and dream about reconciling their bank statements and tracking their expenses.

Test print onto a piece of paper. You may need to set print setup to "landscape" for your envelope. Feed them in one at a time to avoid off-center printing. Text and margins reconfigurable with OpenOffice Writer.

I divide each month into 4-5 weeks and print one envelope per week.

For week 1, I put 2/1 in the top row and 2/7 in the bottom row. Then for week 2, 2/8 in the top row and 2/15 in the bottom row, and so on.

I put a "D" if a debit card, "C" if a credit card, "$" if I used cash.

For cash back during POS transactions, I use two lines for my entry, with the second line saying "W/D" in the "Details" column and "$" in the "Type" column.

For gas purchases, I enter in the Details column the vendor, price/gal and # gals.

If I need a receipt for tax, warranty or reimbursement purposes I put a "T" "W" or "R" on the left edge of a given row. I use different colored highlighers and zigzag over the corresponding receipts. You can try colored stickers.

You can always print on both sides for 70 rows if you love to itemize expense categories.

I designed this template with an emphasis on creating an envelope you could carry with you to collect receipts.

I use personal finance software so I do not worry if I have a receipt covering multiple types of expenses, I just write "MIXED." I categorize when reconciling paper to digital. If you use paper I suggest you write "SNEAKERS" instead of "CLOTHING" at this stage. I find it's easier for me to classify from specifics than to have to remember specifics from a category.

The #10 envelope is big enough to hold the stupidly long receipts you get if you fold them in half.

License: 
Creative Commons
Language: 
English
Applications required: 
OpenOffice Writer, Adobe Acrobat Reader
AttachmentSize
Weekly Receipts Envelope.odt8.76 KB
Weekly Receipts Envelope.pdf9.08 KB
Other2008-02-05 06:17
Shopping List - Non Standard Page Sizes

Here are two templates as requested by Archangel

the First is a 3.5" x 17" shopping / to do list formatted to print duplex on long legal paper 8.5" x 17"

The second is individual 3.5" x 8" pdf template with form field that you can type in to customise template before printing.

Paper size: 
Other
Usage advice: 

Use as you choose! There are no limits to what can be done with these.

License: 
Creative Commons
Language: 
English / NA
Applications required: 
Adobe Acrobat, Pdf Reader, Open Office Draw
AttachmentSize
Shopping List 3.5 x 8.5.pdf20.84 KB
Shopping List 3.5 x 17.pdf57.53 KB
Shopping List 3.5 x 8.5.odg14.61 KB
Shopping List 3.5 x 17.odg18.23 KB
Other2008-01-14 18:00