Posts tagged Templates

Weekend Planning Template

I told my wife I wouldn’t drink tonight.  Besides, I got a big day tomorrow.   …actually a pretty nice little Saturday.  We’re gonna go to Home Depot.  Yeah, buy some wallpaper; maybe get some flooring, stuff like that.  Maybe Bed Bath & Beyond, I don’t know.  I don’t know if we’ll have enough time.

– Will Ferrell as “Frank the Tank” (Old School)

I’ve been away from blogging for a while, and it’s been a long time since I posted any new content.   I figured I would ease back into things with another simple template

This one is aimed at simplifying your weekend planning process. I know we all have our various systems for managing our tasks and to-do lists, but for those of you have who have spouses or significant others, you may find that your task management systems are not really compatible.  (Read, “My wife isn’t into GTD, productivity apps, or nerdy web sites”.)  In addition to that, you may both have some pretty ambitious (and potentially conflicting) plans going into the weekend.  Since we have young kids, we can’t just each run off in our own directions and do as we please. I have found that sitting down with my wife at the kitchen table on Friday night after the kids are in bed and sketching out a plan for the weekend can alleviate a lot of stress and avoid some major conflicts.  This gives us a chance to let each other know what our expectations are for the weekend, what we would like to accomplish, and where we need help/time.



The best medium for this for us seems to be good ole pen and paper.  To speed things along, I’ve created the template shown here. I keep a small stack of these printed (double-sided) in the kitchen.  The front side of the template contains a simple task list arranged into columns.  Each task row has a space to indicate status (see key at the top of the page), a space to indicate priority (A/B/C), and a space for the task itself.  To fill in this page, I would recommend Read the rest of this entry »

The Triple Hat Trick

Here is something I am trying for 2010… I hesitate to call it a new year’s resolution, so let’s just call it an “experiment”. Sometimes it is tough to get focus with my big fancy fiddly collection of GTD lists. There are just too many items on the lists, and even when I filter on just the “next actions” the list is still pretty long. To gain focus, I plan to identify no more than three critical tasks that I want to accomplish in a given week.  Sort of a hat trick if you will. The screenshot below shows the template I am using each week. The template is available on the Downloads page.

I expanded the concept just a bit to cover two other areas where I wanted to improve. The first was *redirection*. I found that the majority of the meetings and conversations I had were not ones that I scheduled nor were they topics that I selected. As a result, a good percentage of the work I did during a given week ended up being external requests and/or tasks that I didn’t even know existed prior to the start of the week. To help shift momentum, I added another hat trick for “Agendas” to the top of the page. This list is for meetings or discussions that I want to drive during the course of the week.  Difficult conversations and project roadblocks are definitely candidates for this Agendas list.

The other area I wanted to improve was Read the rest of this entry »

Note Taking & Note Page Templates

Part of my new year’s resolution is to be more prolific and to share more ideas, tools, templates, etc.  In the past I often tried to wait until I had things nearly perfected, and felt that everything needed an exhaustive write-up.  I may still do some of that, but you’ll also be seeing a lot more raw content.

So let’s get to it…   There are a lot of times where it is slightly rude or just not feasible to take notes with your laptop.  Good ole pen and paper still have their place.   As I mentioned previously, I use a small 5½” x 8½” binder for this purpose, along with some custom note pages.  The note template I use is in the spirit of the Cornell note taking method, but with some modifications.

One of the primary modifications is that there Read the rest of this entry »

OneNote GTD Project Template

After my post on “Bending OneNote and Outlook to Fit my GTD System” I got a few requests to share the actual project template file. You can download the file here: OneNote Project Template File

NOTE: I make no guarantees related to this file or its suitability for any particular purpose. If your computer implodes, or your cat dies, I won’t be able to help you.

Here are some instructions to install the template: >> READ THE REST OF THIS ENTRY >>