Planning and productivity templates
Daily plans, weekly plans, goals, OKRs, task lists, time blocking and productivity systems. 52 free templates, 44 of them longer notes. Open one to fill in the blanks and copy it.
Daily planning
Plan the day in minutes.
- Daily plan Note Priorities and schedule. [today] Top 3 - [ ] - [ ] - [ ] Schedule | Time | Block | | | | | 09:00 | | | 12:00 | | | 15:00 | | Notes
- Time-blocked day Note Blocks of focus. [today] 08:00 to 09:00 09:00 to 11:00 Deep work: 11:00 to 12:00 Meetings 12:00 to 13:00 Lunch 13:00 to 15:00…
- Eat the frog Note Hardest thing first. The frog (hardest task): Then: - [ ] - [ ]
- Ivy Lee list Note Six tasks in order. 1. 2. 3. 4. 5. 6.
- Shutdown ritual Note End the workday. - [ ] Inbox to zero or triaged - [ ] Tasks captured - [ ] Tomorrow's top 3 set - [ ] Calendar checked - [ ]…
- Energy-based plan Note Match tasks to energy. High energy - [ ] Medium energy - [ ] Low energy - [ ]
- Pomodoro log Note Track focus sessions. | # | Task | Done | | | | | | 1 | | [ ] | | 2 | | [ ] | | 3 | | [ ] | | 4 | | [ ] |
- Brain dump Note Empty your head. Everything on my mind - Now sort it Do: Schedule: Delegate: Drop:
Weekly and monthly planning
The bigger picture.
- Weekly plan Note Plan the week. Week of [today] Goals - [ ] Mon Tue Wed Thu Fri Weekend
- Weekly review GTD Note Getting Things Done review. - [ ] Collect loose papers and notes - [ ] Empty inboxes - [ ] Review last week's calendar - [ ] Review…
- Monthly goals Note Focus for the month. [today] Work - [ ] Health - [ ] Personal - [ ] Learning - [ ]
- Quarter plan Note Twelve-week plan. Quarter: [Quarter] Goals 1. 2. 3. Weekly actions Scorecard | Week | Score | | | |
- OKRs Note Objectives and key results. Objective 1: [Objective] - KR1: - KR2: - KR3: Objective 2: - KR1: - KR2:
- Annual goals Note Year plan. [today] goals | Area | Goal | Measure | Status | | | | | | | | | | |
- Habit plan Note Build one habit. Habit: [Habit] Cue: [Cue] Tiny version: [Tiny] Reward: [Reward] | Day | Done | | | | | | [ ] |
- Goal breakdown Note From goal to action. Goal: [Goal] By: [By] Milestones 1. This week - [ ] Obstacles
Task systems
Lists and matrices.
- Eisenhower matrix Note Urgent vs important. Urgent and important (do) - Important, not urgent (schedule) - Urgent, not important (delegate) - Neither…
- Project list Note All active projects. | Project | Next action | Due | Status | | | | | | | | | | |
- Waiting-for list Note Things others owe you. | What | Who | Asked | Follow up | | | | | | | | | [today] | |
- Someday maybe Note Ideas for later. - - -
- Kanban board Note To do, doing, done. To do - [ ] Doing - [ ] Done - [x]
- Errands list Note Out and about. - [ ] - [ ] - [ ]
- Reading list Note Books and articles. | Title | Author | Status | | | | | | | | To read |
- Packing and to-do combo Note Before an event. Event: [Event] To do - [ ] To bring - [ ]
Productivity snippets
Quick text for staying organised.
- Task with due date Snippet Checkbox with date. - [ ] [Task] (due [Due date])
- Due next week Snippet Task due in a week. - [ ] [Task] (due [in 7 days])
- Follow-up reminder Snippet Note to self. Follow up with [Name] about [Topic] on [in 3 days].
- Meeting prep reminder Snippet Before a meeting. Before [Meeting]: review [Doc], prepare [What].
- Daily standup note to self Snippet Three lines. Yesterday: [Yesterday] Today: [Today] Blocked: Nothing
- Timestamp Snippet Date and time now. [today] [time now]
- Week number Snippet ISO week. Week [today], [today]
- Today heading Snippet Markdown heading for today. [today]
Weekly reports by role
A report shape for each role.
- Weekly report: Engineer Note Weekly report for a engineer. Shipped - In progress - Blocked - Code reviews -
- Weekly report: Designer Note Weekly report for a designer. Designs delivered - In review - Research - Next week -
- Weekly report: Sales rep Note Weekly report for a sales rep. Pipeline | Deal | Stage | Value | | | | | | | | | Wins Next week
- Weekly report: Marketer Note Weekly report for a marketer. Campaigns - Metrics | Metric | This week | Last week | | | | | Next week
- Weekly report: Support agent Note Weekly report for a support agent. Tickets closed: [Count] Satisfaction: [CSAT] Top issues - Feedback for product -
- Weekly report: Product manager Note Weekly report for a product manager. Shipped - Decisions - Customer insights - Next week -
- Weekly report: Founder Note Weekly report for a founder. Headline Numbers Hiring Fires Asks
- Weekly report: Student Note Weekly report for a student. Studied - Assignments done - Due next week -
- Weekly report: Freelancer Note Weekly report for a freelancer. Client work - Invoiced Leads Next week
- Weekly report: Manager Note Weekly report for a manager. Team wins - People - Risks - Next week focus -
OKR examples by team
Starting OKRs to adapt.
- OKRs: Engineering Note Example OKRs for engineering. Objective: Ship a faster, more reliable product - KR1: Cut p95 page load to under [Target] ms - KR2: Reduce…
- OKRs: Sales Note Example OKRs for sales. Objective: Grow new revenue - KR1: Close [Amount] in new business - KR2: Book [Meetings] qualified meetings…
- OKRs: Marketing Note Example OKRs for marketing. Objective: Build a pipeline machine - KR1: Generate [Leads] qualified leads - KR2: Grow newsletter to…
- OKRs: Customer success Note Example OKRs for customer success. Objective: Keep customers happy and growing - KR1: Hold churn under [Churn]% - KR2: Reach NPS of [NPS] -…
- OKRs: Product Note Example OKRs for product. Objective: Make onboarding effortless - KR1: Raise activation to [Rate]% - KR2: Cut time to first value to…
- OKRs: Design Note Example OKRs for design. Objective: Raise the quality bar - KR1: Ship a design system with [Components] components - KR2: Run [Tests]…
- OKRs: Support Note Example OKRs for support. Objective: Faster, friendlier support - KR1: First reply under [Hours] hours - KR2: CSAT above [CSAT]% -…
- OKRs: HR Note Example OKRs for hr. Objective: Build a place people love - KR1: Hire [Hires] people - KR2: Engagement score above [Score] - KR3:…
- OKRs: Finance Note Example OKRs for finance. Objective: Strengthen the finances - KR1: Close the books in [Days] days - KR2: Cut costs by [Amount] - KR3:…
- OKRs: Personal Note Example OKRs for personal. Objective: Get healthier this quarter - KR1: Exercise [Days] days a week - KR2: Sleep 7+ hours on [Nights]…