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Personal Productivity Kit

Plan, track and think: goals, annual review, journal, habits, weekly review, PARA projects, decision journal and linked notes.

10 templates in 4 steps, in the order you use them. Open any template in the editor, fill it in and export it to PDF, DOCX or HTML.

Step 1

Planning

  1. Yearly Goal Tracker Template

    Standard

    Yearly vision, goal list, goal cards with milestones and if-then plans, monthly check-in, quarterly keep/rescope/kill, money goals link

    Goal-setting research (Locke and Latham 2002; Gollwitzer and Sheeran 2006; Harkin et al. 2016)

  2. Personal Annual Review Template

    Lean

    Year-end goal scorecard, year in facts by life area, what worked and what did not, stop start continue, next year's theme and draft goals for the goal tracker

Step 2

Daily

  1. Daily Journal Template

    Lean

    Daily entry – top 3, log, gratitude

    Common practice; gratitude listing (Emmons and McCullough 2003)

  2. Habit Tracker Template

    Standard

    Monthly habit grid with daily and N-per-week targets, planned-occurrence score formula with skips, worked example, weekly review, month-end verdict

Step 3

Weekly

  1. Weekly Review Template

    Lean

    GTD-style weekly review checklist (Get Clear, Get Current, Get Creative), next week's theme and priorities, scorecard, short narrative

    GTD weekly review phases (David Allen, revised ed. 2015), cited only

  2. PARA Project Note Template

    Lean

    PARA project note: outcome, deadline, status, next actions, milestones, resources, log and archive criteria

    PARA method (Tiago Forte)
Step 4

Thinking and notes

  1. Decision Journal Template

    Standard

    Decision record before the outcome: options, base rate, probability forecasts, pre-mortem, review with Brier scores, calibration table

    Farnam Street decision journal; Brier score (1950); pre-mortem (Klein 2007)

  2. Zettelkasten Note Template

    Lean

    Permanent note with timestamp ID, claim-style title, own-words body, reasoned links and source; explains note types

    Zettelkasten method (Niklas Luhmann)

  3. Map of Content (MOC) Template

    Lean

    Index note for a topic: purpose, key notes with context, clusters, open questions, related MOCs, maintenance tips

  4. Book Notes Template

    Standard

    Book citation (edition, ISBN), three-sentence summary from memory, key ideas with evidence, quotes, self-test questions, if-then action

    Retrieval practice (Roediger and Karpicke 2006); ISBN citation fields