(last edited on April 29, 2014 at 1:26 am)
SUMMARY: While the Concrete Goals Tracker, Emergent Task Planner, and Emergent Task Timer PDFs are being updated, the more obscure forms may not get an update unless I hear that someone needs them. The current roster of forms is listed in this blog post.[pceo]:http://davidseah.com/pceo
It’s that time of year again when I do the 2010 updates for the various [Printable CEO™ Printable PDFs][pceo].
If anyone feels strongly about a form, please post a comment to let me know how you’re using it. Otherwise I might drop it from the active roster, or delay updating them. Suggestions for form improvement are also welcome.
So what is in an update? Most of the time it’s merely cosmetic, for example changing the year from “2009” to “2010”. I invariably make a few small tweaks to the fonts and spacing. A major reason for dating these forms is so I do receive feedback from people who are using them; this is always interesting, and helpful in finding opportunities to create new forms.
Here’s the current catalog of forms. The update status is listed with each entry.
The Concrete Goals Tracker
This is a high-level “what’s really worth doing” filter, which uses points to assess the effectiveness of your week. The standard version is customized toward maximizing the growth of a freelance operation, but there are also editable versions for making your own targeted action lists.
- 8.5 x 11 Standard Freelancing
- 8.5 x 11 Standard Editable Field (requires Acrobat Reader)
- Minibook / “PocketMod” format
- Editable Minibook / “PocketMod” format (requires Acrobat Reader)
- Excel Version (requires Excel 1997 or higher)
- Avery Index Card Version
- 4-Up Index Card Version
- Editable Single Index Card Version, Split into Tracker and List
- Small Business Version (different list of goals)
- Sales Version (different list of goals)
Visit the CGT page for more information. The new forms will be available on January 1, 2010.
The Emergent Task Planner
This is a popular on-the-fly daily planner form, designed to give your day just enough structure and focus to get a few things done. This year’s form is based on the pre-printed version, and will come both in US Letter and A4 size. The Day Grid is now back on the left side, where I think it belongs, so all forms have been updated.
- 8.5×11 single color forms, in blue, black/white, and green
- A4 sized forms, in blue, black/white, and green
- Instruction sheet
You can visit the ETP page for more information. The new forms will be available on January 1, 2010.
Networking to Sales Catcher Form
You can visit the NCM page for more information. Update status: Uncertain. If you use it, leave me a comment and I will update it.
The Day Grid Balancer Form
Earlier this year I was thinking about how to ensure a “balanced day”, and the Day Grid Balancer (aka “Satisfying Things I Wanna Do This Week Dammit”) was born. It sort of petered out in the waning months of 2009, but I’m willing to update it if there’s interest.
You can visit the DGB page for more information. Update status: Uncertain. If you use it, leave me a comment and I will update it.
The Emergent Task Timer
Back when I wondering where all my time was going, I made the Emergent Task Timer. It’s also known as the “bubble timer”. Basically, you set a timer to go off every 15 minutes and write down what you were doing. You can fill in the tasks at the top of the sheet with things you PLAN to do, and write down the stuff you weren’t supposed to be doing at the bottom of the sheet. It is a good diagnostic tool for grad students, and a good “this is where my day went, boss” tool. Some use it to track billable hours. Like all the stuff I make, it’s designed for minimum fuss in data entry, and maximum ease of accounting at the end of the day.
- Emergent Task Timer Standard 8.5×11, portrait orientation, 15-minute bubbles
- Standard 11×8.5 wide version with 5/minute increment markers
- Standard 11×8.5 wide version with 15 minutes increments
- Power User Black and White version, with maximum space for bubbles and tasks
You can visit the ETT page for more information. The new forms will be available on January 1, 2010.
The Plain Five Day Planner
- A4 Black and White Version
- 11×8.5 Black and White Version
You can visit the P5P page for more information. Update status: Uncertain. If you use it, leave me a comment and I will update it.
The Resource Tracker / Quantizer
When I was burdened with a bunch of projects, I made a couple of forms designed to overlay on a clipboard that would allow me to estimate project durations in chunks of 1-4 hours, and then allocate that time in the future. This is the sort of thing useful for small web agencies, but in practice I found the use of paper to be cumbersome on an ongoing basis. Every once in a while someone asks me about it, but as far as I know there isn’t anyone relying on it.
- The Scheduler … allocates time in the future
- The Quantizer … reduces tasks into constituent blocks of time
You can visit the RTT page for more information. Update status: Uncertain. If you use it, leave me a comment and I will update it.
The Task Order Up!
There was a time where I was beset by numerous tasks that each had its own set of deliverables, and I wanted a way of keeping track of them like “order tickets” at a fast food restaurant. I liked how I could visualize and prioritize individual tasks. I’ve heard of people using this system or a variation of it in a production workspace, so people could see what people had going on. I haven’t heard of anyone using these forms recently, so this update is on the backburner.
- 3-up forms on 8.5×11
- index card version: 1UP for index card printers
- index card version: 3-up Avery template
- index card version: 4-up custom cut version
- 4×6 recipe card version, 1-up
For more information, visit the TOU page. Update status: Probable, but if you use it, leave me a comment and I will update it sooner rather than later.
The Task Progress Tracker
This was my answer to To Do lists that took too long to check off. Technically, this is a form that helps one deconstruct the steps of a project, assign estimated times to them, and figure out the overall timeframe of the project. It encourages you to break down tasks into small time chunks, and also serves as a tracking to-do list to measure time spent against a task. I made this back in 2006 when I needed a way of logging progress on a to-do list that didn’t result in completion. I’ve heard of people using the form as part of their engineering production process. It is also somewhat compatible with Agile methodologies in spirit, though I didn’t know anything about Agile when I made it. Of all the forms, this one is in most of a need of a cosmetic update.
- Standard Version, 8.5×11 portrait
- Power User Version, 11×8.5 landscape
- Destruct-o-Matic Version, 8.5.x11 portrait, using a game-like design metaphor
For more information, visit the TPT page. Update status: Probable, but if you use it, leave me a comment and I will update it sooner rather than later.