GTD

Blank Checklist v3 - 2up Front and Back

This is an untitled Checklist page based on the v3 forms.

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I found that I needed several kinds of checklists that didn't fit any of the titles that were in the core package. After reading this forum thread I decided to create a blank checklist. This is just the "Actions" page from the core package with the title removed. It is setup for 2up printing front and back.

Paper size: 
Classic (5.5 x 8.5)
License: 
Creative Commons
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
Language: 
English

Compact Meeting with Notes - 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 put a slightly modified Cornell Notes page on the back.

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I added the "Cornell Notes" on the back for use during the meeting (as suggested by Joanna). This is the Standard Cornell Notes from the official Notes package with the Name changed to "Meeting Notes" and the grid replaced with lines. I also have a version with just the Compact Meeting - 2up Front and Back. The original form post by chiz is here.

Paper size: 
Classic (5.5 x 8.5)
License: 
Creative Commons
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
Language: 
English

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.

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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.

Paper size: 
Classic (5.5 x 8.5)
License: 
Creative Commons
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
Language: 
English

Compact Meeting v1.0 - Letter

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

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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

Paper size: 
Letter
License: 
Creative Commons
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
Language: 
English

Compact Meeting v1.0 - Classic 1up

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

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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

Paper size: 
Classic and A5
License: 
Creative Commons
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
Language: 
English

Modified PlannerPad pages for GTD

This is an MS Word template that I whipped up to make the concept of the PlannerPad more functional for me. It includes space for Next Actions by Category (@ Personal, etc.), Next Actions by Day, and a Weekly Calendar.

Usage advice: 

These pages have bigger lines and more note-taking space than the ones in the PlannerPad do. I am using these pages for GTD, but they can be used with any organizational system. Pages are 9.5 by 11 inches, and can either by punched and inserted in a binder (as I did), or bound at your local copy shop. I've included one generic Left-side page and one generic Right-side page. Pages can be printed on both sides of a sheet of paper. I'm still note sure what paper to print this on. I started with light Stardust cardstock, with durability in mind, but realized after printed out six weeks' worth of pages that I might be better off sacrificing a little durability and using a lighter paper so that my planner doesn't end up being too heavy. I really like using the Stardust paper, though, as it makes my planner much more attractive and therefore a little more enjoyable to use. (The PlannerPad is a great concept, but the paper was not very attractive to me.)

Paper size: 
Letter
License: 
Public Domain
Applications required: 
Microsoft Word
Language: 
English

Left-Handed Weekly Calendar

A "Weekly Planning" template made for us lefties who use classic ring-bound planners.

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Usage advice: 

My boyfriend bought me a beautiful Franklin Covey leather-bound planner for my birthday. I was thrilled; finally I had something beautiful to put my D*I*Y Planner pages in. Problem is, I'm left-handed, so writing on the right-side pages is a real pain.

This template is made so that the work days of the week (Monday-Friday) are on the left. It's currently not in the D*I*Y Planner style, because I'm redesigning more than just my calendar anyway. If there are enough lefties who want this in a D*I*Y Planner style, though, I'd be happy to make one.

I also included a checklist for the Weekly Review, and some reminders for every day. There are even four different snippets I took from GTD to remind/inspire me throughout the month. The snippets are different for each week.

It's in a 2-up format for the Classic-size planners, and if you print them double-sided, the holes to be punched will always be in the center of the 2-up page (so if you want to fold them in half and then punch them, instead of cutting, you can).

Paper size: 
Classic (5.5 x 8.5)
License: 
Creative Commons
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
Language: 
English

GTD Letter Size stationery

My (latest) GTD Paper-based system for Letter-Sized printing

I haven't converted them to pdf, so you can alter them to fit your needs.

Usage advice: 

How I use these templates:

  • Goals
  • I rewrite these during my weekly review, to make sure they are up to date, and that they are being accomplished. Tracks timelines, risks, objectives...

  • Calendar
  • Use for appointments, NAs, calls to make, stuff due, etc for each day. Also, for those of us who have to track our time, a quick way to track our daily time. AND, a daily preview, a daily review and a weekly review checklist

  • Contacts
  • Nothing special here.

  • Checklist
  • Well, it's a, um, checklist.

  • Communication Planner
  • Use for planning meetings, record notes, track agendas, etc. The left-most column is used for tracking any NAs that arise.

  • Ideas
  • Free-form graph paper

Paper size: 
Letter
License: 
Creative Commons
Applications required: 
OpenOffice
Language: 
English

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.

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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.

Paper size: 
Classic (5.5 x 8.5)
License: 
Creative Commons
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
Language: 
English