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D*I*Y Planner v3.0 Core Package
Welcome to the D*I*Y Planner system, developed by Douglas Johnston ofDIYPlanner.com. This series of free do-it-yourself, printable forms covers life management, calendars, project planning, notetaking, health, finance, and creative uses like writing, storyboards, and web design. Besides the nearly 200 printable templates, it also includes a cover kit, a detailed handbook brimming with advice, and a beginner’s guide to setting up your owncustomised planner system. With some basic supplies and a little elbow grease, you can create an ideal low-cost kit that meets almost every need.
This the D*I*Y Planner v3 Core Package, the main file for the system,containing scores of forms for life and project management, as well as a number of generic templates and various odds and ends. Note that most templates include variations for both odd and even pages, allowing you to print and configure your own personalised system however you like.
The most recent version of this package, along with the rest of the printable template kits, can always be found at: http://www.diyplanner.com/templates/official/classic
The DIYPlanner.com site also contains handbooks, how-to guides, documents and numerous articles that can help you make the most of your planner. Please visit the site home page or the documents section to get started.
Legal Rights & Disclaimers
All official D*I*Y Planner templates, covers, and relevant documentation are©2004-2006 Douglas Johnston, email [email protected].
This package is released under the terms of a Creative Commons license: http://creativecommons.org/licenses/by-nc-nd/2.0/
NAME
Address
Telephone
Messenger
Website
Work
Mobile
Other
Fax
Home
NOTIFY
Address
Telephone
Relationship
Medical Issues
(Allergies, medications, etc.)
Blood Type/Issues
Health Plan
D*I*Y Planner Kit ©2004-2006 Douglas Johnston
This planner system, including templates, documentation and more, is available free for personal use at: http://www.DIYPlanner.com
Licensed under a Creative Commons license: http://creativecommons.org/licenses/by-nc-nd/2.0/
Personal Profile
Contact Information
Emergency Information
Important Numbers
Hospital
Doctor
Poison Control
Dentist
Veterinarian
Insurance
Police
Fire Department
ElectricianPlumber
* Remember that all financial information should be safeguarded in order to protect yourself from theft.
Carpenter
Account
Account
Account
Account
Accountant
Accounts
Landlord
Garage
Insurance
Services
Account
Account
(Saving, Chequing, Credit Cards)
Medical & Emergency
Financial
Other
Home & Automotive
*
Important Numbers
Harmony
Harmony
Combined Actions
Actions
Notes
Waiting For
Combined Actions
Actions
Notes
Waiting For
Actions
Actions
Actions
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
Actions
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
PR Note
Due Date
Actions Quadrant
Actions Quadrant
Waiting For
DueDateTask
Waiting For
DueDateTask
Waiting For
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
Waiting For
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
PR Note
Due Date
Delegated DateDelegated To
Agenda
Person / Meeting
Item Date/Time
Notes / Outcomes
Agenda
Person / Meeting
Item Date/Time
Notes / Outcomes
Agendas
Person / Meeting
Person / Meeting
Item Date/Time
Item Date/Time
Agendas
Person / Meeting
Person / Meeting
Item Date/Time
Item Date/Time
Potentials Quicklist
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Potentials Quicklist
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Reason
Potential Projects
Notes
Description
Idea
Notes
Description
Idea
Potential Projects
Notes
Description
Idea
Notes
Description
Idea
Goal Planning
Goal
Step Target
Wildly Successful If . . .
Outcomes
Mission
Goal Planning
Goal
Step Target
Wildly Successful If . . .
Outcomes
Mission
Objectives
Description
Benefits
Outcome
Target Date
Challenges
Objective
Description
Benefits
Outcome
Target Date
Challenges
Objective
Step Target
Step Target
Objectives
Description
Benefits
Outcome
Target Date
Challenges
Objective
Description
Benefits
Outcome
Target Date
Challenges
Objective
Step Target
Step Target
Priority Matrix
Urgent / Important
Urgent / Not Important
Not Urgent / Important
Not Urgent / Not Important
U R G E N C Y
I M P
O R
T A
N C
ETitle Date
Priority Matrix
Urgent / Important
Urgent / Not Important
Not Urgent / Important
Not Urgent / Not Important
U R G E N C Y
I M P
O R
T A
N C
E
Title Date
To Do
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
To Do
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Delegated To
Due Date
PR
Project Details A
Start Date
Client
Target Date
Title
Description / Objectives
Basic Resources
Notes
Project Details A
Start Date
Client
Target Date
Title
Description / Objectives
Basic Resources
Notes
Project Details B
Budget
Title
People
Locations
Materials
Project Details B
Budget
Title
People
Locations
Materials
Project Outline A
Description
Objective
Title
TargetTask
Challenges Solutions
Project Outline A
Description
Objective
Title
TargetTask
Challenges Solutions
Project Outline B
Title
TargetTask
Project Outline B
Title
TargetTask
Project Notes
Title
Project Notes
Title
Project Tracker
Project
External Impact
Target Date
Completed Date
Total Impact
Dates
ITEM = Item or Reference Number ACTION = Project Action or Item
DUE = Set Due Date DEL = Delegate Name and/or Date COMP = Completion Date
IMPACT = Impact of Completion Date(s) on project, in days
Item Action Due Del Comp Impact
Objective
Notes & Issues
Project Tracker
Project
External Impact
Target Date
Completed Date
Total Impact
Dates
ITEM = Item or Reference Number ACTION = Project Action or Item
DUE = Set Due Date DEL = Delegate Name and/or Date COMP = Completion Date
IMPACT = Impact of Completion Date(s) on project, in days
Item Action Due Del Comp Impact
Objective
Notes & Issues
Job Tracker
Client
Dates
Time On-Site
Time Off-Site
Travel Time
Billable Time
Rate
Expenses
Notes
Specifics
Job Tracker
Client
Dates
Time On-Site
Time Off-Site
Travel Time
Billable Time
Rate
Expenses
Notes
Specifics
Docket Time
Docket TaskDate TimeDuration
Docket Time
Docket TaskDate TimeDuration
Mon
day
Tues
day
Wed
nesd
ay
Thur
sday
Frid
ay
Satu
rday
Sund
ay
Wee
kly
Trac
ker
Mon
day
Tues
day
Wed
nesd
ay
Thur
sday
Frid
ay
Satu
rday
Sund
ay
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Weekly Tracker
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Crossroads
Title Date
Four Paths to Reach the Destination
Destination
Looking Back
1 2
3 4
Crossroads
Title Date
Four Paths to Reach the Destination
Destination
Looking Back
1 2
3 4
Name
Address Phone
Fax
Mobile
Name
Address Phone
Fax
Mobile
Name
Address Phone
Fax
Mobile
Name
Address Phone
Fax
Mobile
Name
Address Phone
Fax
Mobile
Contacts
Name
Address Phone
Fax
Mobile
Name
Address Phone
Fax
Mobile
Name
Address Phone
Fax
Mobile
Name
Address Phone
Fax
Mobile
Name
Address Phone
Fax
Mobile
Contacts
Contact Log A
Company
Address
Mobile
Work
Home
Fax
Website
Hours
Referred By
Account
Name
Date $/TimeFollow-UpDiscussed
Contact Log A
Company
Address
Mobile
Work
Home
Fax
Website
Hours
Referred By
Account
Name
Date $/TimeFollow-UpDiscussed
Contact Log B
Company
Name
Date $/TimeFollow-UpDiscussed
Contact Log B
Company
Name
Date $/TimeFollow-UpDiscussed
Name
Contact
Address Phone
Fax
WebHours
Account
Name
Contact
Address Phone
Fax
WebHours
Account
Name
Contact
Address Phone
Fax
WebHours
Account
Name
Contact
Address Phone
Fax
WebHours
Account
Sources
Name
Contact
Address Phone
Fax
WebHours
Account
Name
Contact
Address Phone
Fax
WebHours
Account
Name
Contact
Address Phone
Fax
WebHours
Account
Name
Contact
Address Phone
Fax
WebHours
Account
Sources
Matrix
Matrix
Mat
rix
Matrix
Checklist
Checklist
Trip Diary
TOTAL
Date Destination Starting Ending Mileage
Trip Diary
TOTAL
Date Destination Starting Ending Mileage
Auto Maintenance Log
VIN
Insurance
Make
Model
License
Year
Colour
Warranty Details
Vehicle Information
Date Mileage Services & Location Cost
Auto Maintenance Log
VIN
Insurance
Make
Model
License
Year
Colour
Warranty Details
Vehicle Information
Date Mileage Services & Location Cost
To Buy
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
Notes TOTAL
To Buy
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
CostStore
Notes TOTAL
Shopping
Shopping
Finances
TOTAL
Date Item Amount
Cash Debit Credit Check
Finances
TOTAL
Date Item Amount
Cash Debit Credit Check
Che
ck R
egis
ter
Dat
eN
o.C
at.
Cre
dits
Deb
its
Bal
ance
Tran
sact
ion
Des
crip
tion
Rec
.
Che
ck R
egis
ter
Dat
eN
o.C
at.
Cre
dits
Deb
its
Bal
ance
Tran
sact
ion
Des
crip
tion
Rec
.
Equipment
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Equipment
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Cost New
Used
InsuredSerial
Make / Model
Deadline
Source
Company
Contact
Job Search A
REF #
Date Applied Materials Sent
Position
PR
PR
PR
Ref. #
Description
Requisites
Strengths
Obstacles
Deadline
Source
Company
Contact
Job Search A
REF #
Date Applied Materials Sent
Position
PR
PR
PR
Ref. #
Description
Requisites
Strengths
Obstacles
Job Search B
Title
Company
Contact per Ad
Contact Log
Date / Time
Note Ref.
Person / Contact
Outcome
Follow-up Date
Me Them
Date / Time
Note Ref.
Person / Contact
Outcome
Follow-up Date
Me Them
Date / Time
Note Ref.
Person / Contact
Outcome
Follow-up Date
Me Them
Date / Time
Note Ref.
Person / Contact
Outcome
Follow-up Date
Me Them
Date / Time
Note Ref.
Person / Contact
Outcome
Follow-up Date
Me Them
Job Search B
Title
Company
Contact per Ad
Contact Log
Date / Time
Note Ref.
Person / Contact
Outcome
Follow-up Date
Me Them
Date / Time
Note Ref.
Person / Contact
Outcome
Follow-up Date
Me Them
Date / Time
Note Ref.
Person / Contact
Outcome
Follow-up Date
Me Them
Date / Time
Note Ref.
Person / Contact
Outcome
Follow-up Date
Me Them
Date / Time
Note Ref.
Person / Contact
Outcome
Follow-up Date
Me Them