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14 Time Management Templates to Help You Get Organised

14 Time Management Templates to Help You Get Organised

Time Management is the skill that unlocks all other skills. Plus, if you want to get ahead better, time management will help. If you want a better work or life balance, time management is the answer. If you want to feel less overwhelmed and more in control, managing your time better is the answer. At the heart of more effective time management is a time management system and supporting that is a set of lists. These time management templates can help you to create those lists.

If your best friend were to use your time management system, what would she/he say?

Reading this article you are likely to fall into one of 3 groups;

  • Those in Denial – ‘I am so busy there’s no way I’ve got time to improve my time management.’
  • Those in Ignorance – ‘My time management system has been working fine for 15 years.’
  • Those in Need – ‘If this can help I’ll give it a go because I’m sure I can make some improvements.’

Appealing to the ‘Those in Need’ group, these time management templates will help. They are simple, practical and you can use them straight away. If you had the time you would have created similar templates. It’s hard when you are in the trenches.

My passion is to help others and being an avid student and trainer of time management for 14 years I wanted to share some of what I had learnt. Learnt the hard way so you don’t need to.

How to Use Each of The 14 Time Management Templates

The templates are designed in order of how they need to be used. The first is the toughest, Key Result Areas (KRA) and then they get progressively easier. For example, the ‘Daily To Do List’, the ‘Projects List’ and the ‘Weekly Evaluation’.

1. Key Result Areas Time Management Template

Imagine the football team you support, or if you don’t have one, a team that a friend supports, or just one that you’ve heard of. Mine is Oxford United (Cue the gentle abuse!). Oxford United’s KPI (Key Performance Indicator) is likely to be to win the league. This a team target that everyone in the team aims to achieve. This target is not for an individual. Oxford United might win the league, but did every player ‘pull their weight’? This is where KRA’s are important. A Key Result Area (KRA) is an individual target. The idea is that if each person works towards achieving their KRA, the team should achieve their KPI. Coming back to our football team, the goalie’s KRA might be a ‘clean sheet’. The Striker’s KRA is to score one goal per game, and the Defender’s KRA is to win 80% of they tackles. What is your KRA?

Action: Complete your KRA’s using time management template #1 so that you now why you are on the payroll – KRA’s.

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2. Daily To Do List Time Management Template

This time management template is the easiest to understand because it just requires a list of what you are going to do each day. The challenge is that many people write a continuous to do list and not a to do list for each day. Having a to do list each day focuses the mind. If you don’t have a to do list each day two things tend to happen. First, you’ll be stuck in your email inbox because that makes us think that we are working hard and therefore ‘busy’. Second, someone else will fill your day with tasks if you haven’t chosen the tasks yourself. These tasks might come in the form of emails, a bosses’ request, or actions that you receive in a meeting. ‘Have a plan each day or someone will have one for you’. A Daily To Do List is the foundation of every time management system. Use this template each day.

Action: Complete a list of what you will do tomorrow using time management template #2 so that you have your plan – The Daily To Do List.

3. Projects List Time Management Template

Very few people have a ‘living and breathing’ Projects List. Some have one, but it was written once and has not been updated since. A Projects List is a means of knowing what the big stuff is. Those things that will make the biggest positive impact on our KRA’s. It is the connection between the Daily To Do List and the reason that you are on the payroll, which is the Key Result Areas. By having a Projects List you have transparency of the big and important stuff. Research tells us that each person has between 50 and 70 projects on the go at any one time (Home and work). This template just asks for 14.

Action: Complete a list of projects that you are working on by using time management template #3 to keep track of the ‘big stuff’ – The Projects List.

4. Meeting Actions Time Management Template

Meetings are the necessary evil of any knowledge worker. We cannot get away from them. They seem to be where the hours are lost and nothing is achieved. One of the key reasons for this is that the actions are either not captured, or not captured well enough to make anything substantial happen. Of course meeting objectives, the right attendees, focus, etc., are all valid reasons too. This template starts with getting the actions captured. This is because by having clear actions captured, people will have no room to wriggle by saying, ‘I thought he was doing that’, ‘Or what did that action mean?’, or ‘I only got the actions yesterday. The meeting 2 weeks ago’.

Action: Complete time management template #4 so that you can increase the likelihood of actions being completed – Meeting Actions.

5. Waiting for List Time Management Template

You delegate to people. People above. People Below. People to the side. How do you keep track of who you have asked to do what by when? A Waiting For List helps you to keep track. This template provides a place to park what you have asked to be done so that you don’t keep hounding the person and so that they were clear when you wanted the task completed by. And so that, of course, you don’t forget. The key to a successful Waiting For List is to assess it. This might be every day whilst it is a new piece in your time management system. ‘Further down the road’ it might only be at the start and at the end of the week as you become comfortable using this template.

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Action: Complete a Waiting For using time management template #5 so that you are in control of what you have delegated – Waiting For List.

6. Distraction List Time Management Template

One of the biggest challenges of time management, and especially in an open plan office, is starting a task and completing it. Learners on our time management training course tell us that this is the reason that they feel like they get nothing done. Part of the reason for this is that knowledge workers have to juggle so many balls. Partly it is because we procrastinate because we don’t ‘like a task’. Mainly it is because they do not having a structured way of deal with wandering thoughts. A ‘Distraction List’ is a simple template that you would keep on your desk. Then, as you focus on one task and then thoughts come into your mind you write them down, get them out of your head, enabling you to get back to the task in hand. Over 50% time is added to a task by not starting and completing it in one go. Print and keep this template on your desk or keep it open on your screen.

Action: Complete Distraction List time management template #6 so that you can stay focused on completing one task from start to finish – Distraction List.

7. Weekly Goals Time Management Template

Imagine a sales team with no sales target, or Oxford United’s football team going out to play each Saturday ‘just for a kick about’. It’s the same with time management. You probably have targets (KPI’s and KRA’s) for the year or the quarter. These templates challenge you to have goals for the week. At the start of the week this templates asks, ‘If you were to look back at this week, what would you be pleased to have achieved?’. By writing down our goals for the week it helps us to focus on what is important as we get ‘stuck in the trenches’ of emails, phone calls, and meetings. Ideally the weekly goals would make a positive impact on the priority projects, which in turn make an impact on your KRA’s, which make an impact on the KPI’s. If this happens you have a steel chain of links running right through your time management keeping it connected and strong.

Action: Complete your Weekly Goals for this week so that you have identified what you want to achieve using time management template #7 – Weekly Goals.

8. Weekly Evaluation Time Management Template

At the start of the week you have completed the ‘Weekly Goals’ template with the 7 things that you want to achieve that week. At the end of the week it makes sense to see how you did. The Weekly Evaluation template asks whether you achieved those weekly goals with a simple tool called, ‘PMI’ – Positive, Minus, and Interesting. At the end of the week you write 3 things that were positive about the week, 3 things that were minus, or not so good about the week, and 3 things that were interesting about the week. For example, ‘P: Great meeting with new client ABC’, ‘M: Only achieved 4 out of 7 goals’, and ‘I: Two of my team off sick’. The last box asks you to then take one time management action having evaluated your week, e.g. ‘I will schedule into my diary 1 hour per week for the XYZ project.’

Action: Complete the Weekly Evaluation so that you know if you achieved your Weekly Goals using time management template #8 – Weekly Evaluation.

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9. Monthly Goals Time Management Template

Similar to ‘Weekly Goals’. This template prompts you to write the big things that you want to achieve that month.

10. Monthly Evaluation Time Management Template

The ‘Monthly Evaluation’ time management template asks you to evaluate the goals that you wrote on the ‘Monthly Goals’ template.

11. Annual Goals Time Management Template

The ‘Annual Goals’ template completes the series of Goals; Weekly, Monthly, and then Annual. The challenge with setting annual goals is to make them big enough to warrant being an annual goal, yet not too big that they might be ‘life goals’. Life goals are not discussed within these templates.

12. Annual Evaluation Time Management Template

Completed in January, the ‘Annual Evaluation’ is about looking back at the year gone. Identifying what worked, what didn’t work, and the lesson learnt for writing the next year’s annual goals.

13. Some Day Maybe List Time Management Template

This template is essential to achieve one of the key mindsets of an effective time manager. The mindset is summed up best by the phrase, ‘The most successful people are the ones with the empties heads’. The Daily To Do List and the Projects List are great templates for managing our immediate and big tasks. The Some Day May Be List is a place to put all those things that you want to do, but they’re just not urgent or important now. Some examples might be, ‘Filing all the home documents’, ‘Get a pension’, ‘Write a succession plan for the company’.

Action: Complete the Some Day Maybe List so that you have a place to put ‘everything else’ using time management template #13 – Some Day Maybe List.

14. Project Time Management Template

The average knowledge worker manages projects and if they are honest with themselves their experience of managing projects is just what they have self-taught. They may have heard of big IT projects managed with Gantt charts or qualifications like Prince2. Yet, they yearn for something simple that gives them control without being too cumbersome to use. This one page template helps you to manage your important projects better by preparing better and avoiding the main reasons why projects fail.

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Action: Complete the Project Time Management Template #14 to prepare better for important projects and to keep them on track – Project Template.

Download and Use These Time Management Templates

Download these 14 Time Management Templates to use with a pen and paper.

Download these 14 Time Management Templates to complete on-screen.

Begin by incorporating one of these templates into your time management system. Then another a week later, until you are using the template habitually. It takes 21 times to form a habit. You can now get more organised. Good luck!

Featured photo credit: Sonovate via sonovate.com

More by this author

Darren A. Smith

Founder of Making Business Matter - Training Provider to the UK Grocery Industry

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Published on March 19, 2019

How Your Attitude Determines Your Success

How Your Attitude Determines Your Success


Do you remember the last time you faced a major setback–when you felt so low, that nothing seemed to make you happy? No matter how hard you tried, you just felt like the world was against you. Perhaps it was a bad relationship, or the loss of a loved one… maybe something bad happened at work? Whatever it may be, could you recall how your attitude was towards that situation?

Often when we’re caught in an unhappy situation, we feel limited and sometimes trapped. We want to get out of it as quickly as we can, but it’s never quite that simple.

Unfortunately, some people can remain in that terrible situation for weeks, months or even years; while others may come out strong and ready to start over–or continue from where they left off–fairly quickly.

So what sets these two groups apart?

The answer is their attitude.

Attitude is everything when it comes to achieving a goal, and tackling a setback or problem. 

When you’re able to have a positive mindset, you’ll be able to break free of your limitations that are holding you back.

A positive attitude also goes a long way in ensuring you come out victorious from whatever limitations that were holding you back before. It transforms not just your mental state, but your physical and emotional well being. It is the key to lasting total transformation.

Positive Attitude Brings About Positive Health 

When you’re stuck in a rut, often the first thoughts that run through your head are negative, thus your outlook likely becomes pessimistic. But, if you can transform those thoughts into more positive ones, then you’re on your way to talking yourself out of that rut, which allows you to move forward.

Of course, positive thinking doesn’t mean ignoring all the bad or unpleasant feelings altogether. It just means that you approach unpleasantness in a more positive and productive way–instead of taking everything as a victim to negative circumstances, you see it as an opportunity to learn and grow.

Be aware of self talk!

These automatic thoughts can be positive or negative. Some of your self talk comes from logic and reason, while other self talk may arise from misconceptions that you create. Others could come from external sources such as negative people around you, or messages from the media.

The key is to surround yourself with positive influences that can help turn those negative thoughts into positive, more productive actions.You’ll not only feel better about the situation, but in the long run, positive thinking can lower your levels of distress and depression and give you better coping skills during hardships.

Researchers studying the effects of positive thinking and optimism on health have also found that positive thinking may provide increased life span, better cardiovascular health and reduced risk of death from cardiovascular disease, and even greater resistance to the common cold!

It’s unclear why people who engage in positive thinking experience these health benefits, but one theory is that having a positive outlook enables you to cope better with stressful situations, which reduces the harmful health effects of stress on your body.

It’s also thought that positive and optimistic people tend to live healthier lifestyles — they get more physical activity, follow a healthier diet, and don’t smoke or drink alcohol in excess.

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Suffering is Inevitable, So It’s Best to Accept It 

Now, one thing that everyone goes through at some point, is suffering. It’s a harsh reality, yet you can’t actually avoid it. We experience suffering as the result of unhappiness, fear, anger, loss or frustration. In fact, it would be hard to even imagine the feeling of happiness if we never experienced suffering! How would we ever compare it?

So instead of wallowing in sorrow about the suffering you have endured, take the suffering as an opportunity for change. Did you get laid off from your job? Perhaps this would be a good time to re-assess your career goals.

Rather than feeling negative and stuck, use your time and energy to find opportunities which will put you ahead. With the right attitude, anything can seem possible.

This may sound crazy, but suffering is the secret to being successful! 

Here’s what I mean. It’s impossible to think of new ideas or understand new experiences without stepping outside of your comfort zone. Anyone who has met great successes has also faced many failures, as nobody wins on every try.

To propel you toward success, find a way to track your progress and to set and celebrate small benchmarks. It may be helpful to conduct a weekly review to assess where you are and acknowledge all of the small wins of the week. Every accomplishment, no matter how small, is an achievement; so, be sure to take note of them.

Tracking your progress is also a great way to find and mitigate triggers and hindrances that impede your progress. The point is, you’re making progress; even if it feels like suffering, you can see that it’s leading you to joy.

Remember, don’t compare yourself to others. Only compare yourself to who you were yesterday. Each step you make towards progress is making you a better version of you.

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Gratitude Goes a Long Way in Shaping Attitude 

Now, this may seem difficult to do when you’re already feeling down, but having gratitude is a very useful when you’re trying to navigate your way out of a setback. Being grateful for existing accomplishments and the supports in your life will help you see them more clearly, build your own confidence, and give you a better overall outlook on what your limitations really are and what you have to do to overcome them.

With a grateful attitude, you limit the damage of negative influences, and strengthen the impact of positive ones.

Being grateful, even during the toughest of times, steers your attitude towards a more positive one, allowing you to get back on your feet much more quickly. Many studies done on gratitude have shown positive results for people who practice regularly, such as improvement in relationships and in mental health. There’s even studies that show higher motivation in work settings due to a simple ‘thank you’ from managers to their subordinates.

Believe in Yourself and Your Truth

This is often easier said than done, but is also the most empowering truth to overcoming your setbacks and limitations in life.

Many people find it hard to keep a positive attitude during tough times because they lack inner confidence. They doubt their abilities because of the ‘failure’ that they’re experiencing, and don’t think that they can rise above again.

But, confidence doesn’t just come from talent, luck or easy opportunity. Confidence comes from overcoming difficulties and facing your fears head on. 

Confidence is a result of getting out of your comfort zone. The more you do this, the more confident you’ll be, and the more positive your attitude will be. Confidence will help you see your goals more clearly, find your strengths within, reach your goals and overcome your limitations much more quickly.

Here’s a quick story about my own struggles helping me get ahead:

When I first started Lifehack, it took a long time to gain a solid readership. Just getting 100 visitors was a challenge and took a good bit of time. I had great ambitions for this site, yet it seemed like I was doomed to fail. I received plenty of criticism, too. Some people thought that the world didn’t need yet another self help site, others offered the opinion that there was something wrong with the idea itself and I was making a mistake.

It was hard for me not to listen to them and, at some times, agree. But, persistence is key, and in the end I chose to believe in my truth.

I worked tirelessly changing the site layout, restructuring articles, and making the site more user friendly. Slowly, I expanded to a team with the hiring of some extremely dynamic and talented people. With each determined effort, the site grew in popularity, and a few years later, we had influenced millions–and continue to do so.

Pushing myself out of my comfort zone and facing every challenge head on were the greatest contributing factors to increasing my confidence. So welcome the challenges that come; don’t avoid them, as they’re all opportunities in disguise to feed your growth.

Your Attitude Sets the Tone for Success 

Do you see the importance of having a positive attitude? It is so much more than a mindset or state of mind. Your attitude sets the tone for every action and behavior that follows after, and that will determine how long it takes for you to break free from your current circumstance.

So if you’re currently in an unhappy situation, why not give it a try and look at things from a more positive outlook? As mentioned, not only does having a positive attitude bring about favorable outcomes, it also brings about positive health in the long run.

Embracing hardship as it is, and using it as a learning experience to grow, will also make you stronger. And, whether you’re going through good or bad times, practicing gratitude will no doubt help to limit the damage of negative influences, and strengthen the impact of positive ones.

Lastly, in any circumstance, you are your greatest barrier to success, which is why it’s important to always believe in yourself!

You will always have the power to be in control of your situation because your attitude is determined by you. So start harnessing all that positive thinking to turn those limitations into strengths!

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Featured photo credit: Photo by Jonathan Francisca on Unsplash via unsplash.com

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