Templates
Personal planning templates
Boards for your own week and your own goals: plan and review the week, track habits, sort tasks by urgency, keep a reading list and think a decision through before you make it.
35 free templates · Editable · Works with Claude and ChatGPT
All 35 personal planning templates
Monthly reset
A personal end-of-month review: what happened, what you’re proud of, what drained you and what to focus on next month.
Reading list
Track books and articles from “want to read” to “done”, with a line on what each one taught you.
Side project planner
Plan a side project you’ll actually finish: why you’re doing it, the smallest finished version, time you have and what could stop you.
Family week planner
See who is where each day of the week: school runs, clubs, work trips and who is cooking, so nobody is left at the gate.
Meal planner
Plan a week of dinners around how busy each evening is, then turn the plan into one shopping list.
Chore chart
Share the housework fairly: every regular chore, how often it happens and whose turn it is this week.
Trip planner
Plan a holiday or trip in one place: dates and budget, travel and stays, a rough day-by-day plan and what to book before you go.
Moving house plan
Get from one home to the next without losing the kettle: what to sort, book, tell and pack in the weeks before and after.
Wedding planner
Plan a wedding month by month, from setting the budget and guest list to the final week, so the big decisions come in the right order.
Home renovation plan
Keep a renovation under control: each job with its trade, quote, budget, order of work and status, plus a contingency.
Household budget
Plan the month’s money: what comes in, the bills that must be paid, everyday spending and what goes to savings.
Party planner
Plan a birthday or celebration: guests, food, the space, activities, a timeline for the day and who is helping.
School holidays plan
Cover the long summer break week by week: who looks after the children, camps and clubs, days out and quiet days.
Family meeting
A short weekly meeting where everyone at home thanks each other, looks at the week ahead and solves one problem together.
Savings goals
Give every pound you save a job: each goal with a target, a date, a monthly amount and how far along it is.
Job search tracker
Follow every application from finding the role to the offer, with the next step and date on each card so nothing goes cold.
University applications
Compare the universities and courses you are applying to, their entry requirements and deadlines, and where each application stands.
Fitness training plan
Build up to a fitness goal over twelve weeks in stages, each with its sessions, a check-in and a rest week, so you peak on the day.
Vegetable garden planner
Plan a year of growing food: what to sow, plant out and harvest through the seasons, and what each bed holds.
Weekly review
Thirty minutes on a Friday to look back at the week, notice what drained or fed you, and choose what next week is for.
Goal map
Your year as a map: a handful of life areas, each with the goals that matter in it and the first step toward each.
Habit tracker
A week of habits at a glance: fill a cell each day you kept one, and see which habits stick and which need a smaller start.
Eisenhower matrix
Sort your tasks by urgency and importance into do now, schedule, hand off and drop, so busy doesn’t crowd out what matters.
Decision journal
Record a decision while you make it: the options, what you expect, how sure you are. Review it later to judge the thinking, not the luck.
Life balance check
Score each part of your life from 1 to 10, note why, and pick the one or two areas where a small change would help most.
Personal learning plan
Learn one skill over a few months: what to study each month, how you will practise, and how you will know it worked.
Personal task board
A small kanban for your own work: a later pile, a short next list, a strict limit on what you do at once, and a done column to enjoy.
Reading log
Track what a student reads each day, how long for and one thought about it, so reading habits show over a term.
Portfolio reflection
Look back over a term’s work, pick the pieces that show growth, and say what you learned and what you will aim for next.
Student goal setting
A student sets one learning goal for the term, breaks it into steps and decides how they will know it worked.
Should this be a meeting?
A quick test before booking a meeting: what you need, from whom, and whether a message or document would get it faster.
Pros, cons and fixes
Weigh one option properly: list its pros and cons, then look for fixes that keep the pros while removing the cons.
Small business health check
A quarterly look at a small business’s money: cash, margins, who owes you, what you owe and the one fix to make next.
Brain dump and sort
Empty everything on your mind about a topic onto notes, then sort the pile into what to act on, decide, delegate or drop.
Individual development plan
Agree where someone wants to grow over the next year, the skills and experiences that will get them there and the support they need.
Bring your team and your agents to one board
Free to use, open source, and yours to host. No credit card, no seat count.