diy planner v3.0 core · pdf filethis the diy planner v3 core package, the main file for...

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/

http://www.diyplanner.com

http://www.diyplanner.com/templates/official/classic/

http://www.diyplanner.com

http://www.diyplanner.com/docs

http://www.douglasjohnston.net

mailto:[email protected]

http://creativecommons.org/licenses/by-nc-nd/2.0/

NAME

Address

Telephone

Email

Messenger

Website

Work

Mobile

Other

Fax

Home

NOTIFY

Address

Telephone

Email

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

Combined Actions

Actions

Notes

Waiting For

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 Quadrant

Waiting For

DueDateTask

Waiting For

PR Note

Due Date

Delegated DateDelegated To

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


Agenda

Person / Meeting

Item Date/Time

Notes / Outcomes

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

Potential Projects

Notes

Description

Idea

Notes

Description

Idea

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

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

Project Details A

Start Date

Client

Target Date

Title

Description / Objectives

Basic Resources

Notes

Project Details B

Budget

Title

People

Locations

Materials

Project Outline A

Description

Objective

Title

TargetTask

Challenges Solutions

Project Outline B

Title

TargetTask

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

Job Tracker

Client

Dates

Time On-Site

Time Off-Site

Travel Time

Billable Time

Rate

Expenses

Notes

Specifics

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

Name

Address Phone

Fax

Mobile

Email

Name

Address Phone

Fax

Mobile

Email

Name

Address Phone

Fax

Mobile

Email

Name

Address Phone

Fax

Mobile

Email

Name

Address Phone

Fax

Mobile

Email

Contacts

Contact Log A

Company

Address

Email

Mobile

Work

Home

Fax

Website

Hours

Referred By

Account

Name

Date $/TimeFollow-UpDiscussed

Contact Log B

Company

Name

Date $/TimeFollow-UpDiscussed

Name

Contact

Address Phone

Fax

Email

WebHours

Account

Name

Contact

Address Phone

Fax

Email

WebHours

Account

Name

Contact

Address Phone

Fax

Email

WebHours

Account

Name

Contact

Address Phone

Fax

Email

WebHours

Account

Sources

Matrix

Mat

rix

Matrix

Checklist

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

To Buy

CostStore

CostStore

CostStore

CostStore

CostStore

CostStore

CostStore

CostStore

CostStore

CostStore

CostStore

CostStore

Notes TOTAL

Shopping

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

.

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

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

d*i*y planner v3.0 core · pdf filethis the d*i*y planner v3 core package, the main file for...

Documents

diy planner v3.0 core · pdf filethis the diy planner v3 core package, the main file for...