Planner Printables

One productivity tool that I use is a Binder with tabs for the four elements of time management: System, Review, Routine, Focus, plus one for Projects. Some of my favorite forms are behind each tab.


The binder has five dividers with pockets:

  1. System Tab:
    1. An annual calendar, I like the calendars from papertraildesigns.
    2. A monthly calendar. Any printable calendar, I simply print my Google calendar.
    3. A form for weekly planning (8.5×11)
    4. A form for daily planning (8.5×11)
    5. Another option: the Binder forms below for weekly planning and daily planning are 2 forms per page and provide a view that includes month, week, and day.


Weekly Plan binder version (pdf)


Daily Plan binder version (pdf)

Find more possibilities at Free Tools or the Productivity Pinterest Board.

2. Review Tab:

  1. Weekly & Monthly Review Tracker (pdf). Pair this with the Review & Plan one page printable with steps for daily, weekly, monthly & annual reviews plus ideas for metrics to track. These are both at An Annual Review. Or you might like a simpler Weekly Review Checklist.
  2. Annual metrics form at An Annual Review from the Daily PlanIt.
  3. A habit plan with tracker, or a habit tracker to track 6 habits at a time. The annual calendar from Vertex42 can also work well for this.
  4. Time Use Chart for a time audit.


3. Routine Tab:

  1. Daily Schedule at A Daily Routine. Use a daily form to create a routine that uses the Science of Productivity and includes BE MEASURING Happiness Habits.
  2. Daily, Weekly, Monthly, and Annual Repeating Tasks on one form.
  3. There are also separate forms available at Repeating Tasks.


4. Focus Tab:

  1. Value statement worksheet – at Your Unique Selling Proposition
  2. Goal Master List – Goal Shift Chart at Choosing Goals.
  3. Making Goals SMART handout
  4. Goal Worksheet or Goals for the Year – more options for a Goal Master List
  5. Uncover hidden talents and Value map – at Map Your Values
  6. One page Strategic Plan | More tools at Brand & Purpose Toolkit

5. Projects:

  1. Kanban printable template
  2. Sweet spot priority matrix
  3. Project and Idea Evaluation and Questions
  4. Goal & Project Plans


This planner (which is separate from the Household Binder) is helpful for planning and reviews. There are lots more options for forms you might like at the Resources page, including Productivity Tools for a System & Routine, Goal Tools for Review, Brand & Purpose Tools for Focus. This planner binder is a helpful tool for An Annual Review.

I seek to create order from the chaos of complex information. Join me at the Daily PlanIt to gain insights, inspiration, and information to increase skills for a better life. I unlock the power of teaching reading with phonics in the pursuit of literacy at In my spare time I explore books and movies, often choosing titles available on both screen and page.

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