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Planner Templates

Monthly Planner Template

Every household needs to have a budget to be well functioning. This is to avoid costs spiraling out of control, especially in today’s fluctuating economy where the dollar is stretched to its limit.

It is a good practice to have a monthly planner for the home where most items and activities are cost in to reflect the total expenses incurred in the home. A monthly planner for the home will record the incomes and expenses accrued to see if there is a positive or negative impact on the bottom line.

This will help to cut down or improve the spending of the home if possible.

A monthly planner will help the home occupants to get an overview of the household expenses for the month so that the occupants can plan on better ways to use their available cash flow for a healthy lifestyle without exceeding the budget.

Hence, a monthly planner template can have the following information:

* Date

* Income

* Expenses

* Month

* Category

* Description

* Notes

* Total

A monthly planner can be structured on a monthly basis with details of every expense, or it can be on a yearly structure where all the months’ incomes and expenses are summarized for an overview.

You can register all relevant items of expenditure in a monthly planner, such as vehicle and home repairs, household necessities, grocery, eating out and all types of bills, loans and rental.

Consider the attached sample template for your convenience.

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Menu Planner Template

A Menu planner is a useful tool for any cook who has to dish up food for others. It is not easy to cater to the different tastes of diners whether they are family or strangers. A homemaker or a chef in a restaurant who needs to serve meals every day usually encounters difficulties in selecting the types of food or dishes to be served, as it is not just ONE meal a day; it can be THREE or more meals a day, for 7 days of the week.

A Menu planner enables the homemaker or chef to list out the various dishes for each meal and each day so that variety is on the menu. A menu planner can be compiled week by week.

Creativity is required when planning the menu. The occasion for the meal is also another important factor in a meal planner. A kids’ party does not have the same menu as a wedding dinner.

The person who plans the menu must understand the occasion which gives rise to the theme; then the dishes will be creatively designed. A passionate chef would plan the menu in such a way as to build up the anticipation and enthusiasm on each dish so that the diners will enjoy each dish.

Hence, a menu planner template may contain the following sections of information for each meal:

* Occasion

* Theme

* Dishes (creative names)

* Setting

* Date, Time & Place

Consider the attached sample template for your convenience.

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Meal Planner Template

Everyone will have at least one meal a day although the norm is three main meals – breakfast, lunch and dinner. These are important food intake times to sustain our bodies; hence, a meal planner will prove useful to monitor the types of food that you take to ensure the right intakes of nutrients and vitamins at each meal to maintain good health.

Although a person usually takes on the 3 main meals a day, a snack may be incorporated into the meal planner. With that, a diner can ensure that all his meals are healthy and of variety so that his meals will be enjoyable and satisfying.

A meal planner template will comprise the following:

* Breakfast

* Lunch

* Snack

* Dinner

A meal planner can also have a column for notes which the diner can note the taste, texture, presentation and grade. It would make the dining experience more memorable. You can also add on a last column on the far right of the meal planner to determine the preparations needed for the next day.

The above information is recorded on every day of the week so that the diner can have an overview of his meals the whole week. A meal planner is a useful tool for any chef who needs to plan the menu for the day’s meals everyday of the week. This will ensure that the patrons to the restaurant will not be bored with the same menu.

Consider the attached sample template for your convenience.

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Holiday Planner Template

Everyone loves a holiday but there are many preparations that need to be done if you want to have a good holiday. One might forget something important in your packing or prior to the holiday; hence, it is advisable to take on a holiday planner to ensure that you will not forget any necessary item or aspect of planning for your holiday.

Hence, a holiday planner template may consist of 2 main portions: Holiday information and Budget.

The Holiday information records the trip details as follows:

* Holiday destination

* Dates of travel

* Number of travelers

* Travel information

* Form of transportation

* Departure Date & Time

* Return Date & Time

* Visas & Passports

* Items to pack

* Gifts & Souvenir list

The Budget portion records the financial aspects of the holiday planner, such as:

* Transportation

* Accommodation

* Meals

* Sights

* Entertainment

* Souvenirs

The budget section will identify the budget and actual with a difference so that the holiday maker will be able to identify the actual costs of each category of expenditure. This will allow you to plan a better holiday the next time round.

You may not be able to cover all the information but with more than 80% preparations taken care of, you will most probably enjoy your holiday than not.

A holiday planner will give you an overview of what is really necessary and urgent from what is not.

Consider the attached sample template for your convenience.

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Event Planner Template

There are many events happening in our lives. It can be a personal event or a business event. To be successful, the event must be well planned. An event planner will be useful in assisting in the preparation of the event from start to finish; from the conception of the event idea to the feedback and evaluation after the event.

An event can be undertaken by any individual who is creative and committed to making the event a success. There are many aspects to an event and the event organizer must be alert to such details. All related and important aspects of the event must be stated down to monitor the progress of the event to ensure its success.

Besides the objective, the event planner must be record the cost and budget, and all related expenses.

An event planner template should contain the following information:

* Event organizer’s Name & Address

* Client’s name & address

* Planned Event title & objectives

* Proposed event date, time & venue

* Cost of event

* Budget for event

* Expenses

* Food

* Decorations

* Beverage

* Marketing

* Admissions

* Miscellaneous

* Total

A big event will require a big budget and the expenses is expected to be larger. Hence, an event planner will help ensure that the funds are used wisely. Miscellaneous can contain other categories depending on the objective of the event such as music and entertainment, or prizes and lucky draws

Consider the attached sample template for your convenience.

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Day Planner Template

Everyone has only 24 hours and hence, it is important to use the hours as best as you can. A day planner would be a useful tool to assist you in this task. A day planner is just a simple piece of paper which can record the tasks that you want to do. It is a very useful tool that lets you be efficient with your use of time.

A day planner is just what it is termed; you can plan your day on it by listing down all the activities that you want to accomplish. It is very flexible as you can put down any task you want done for the day without any time structure. This frees you from the stress of being bound to any timeframe. It is a good tool for those who need to finish up on their daily chores without a specific time frame.

But you can have priorities stated against the task and the column of completion to tick off when the task is done.

Hence, the daily log template can have the following columns in its header:

* Date

* Priority

* Activity

* Completed

You can fill the day planner sheet with as many tasks as it can fill. You can jot down the tasks as and when you can remember. Then you can prioritize the tasks in the priority column with numbers. When you have completed the task, tick it off at the completed column.

Consider the attached sample template for your convenience.

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Academic Plans Template

A teacher has many responsibilities; besides the teaching duties, there may be administrative and extra-curricula activities responsibilities which a teacher needs to set aside time for. To help a teacher be effective and efficient in all his duties, an academic plan is a very useful tool. It allows the teacher to identify how his time is utilized in a day and what are the important components he needs to be aware of.

An academic plan template will allow the teacher to plan the lesson for each day; this helps the teacher to be focused on the things to be done in the course of the day from the start of his school day.

It is to identify the various tasks he has to take care of effectively; his lesson plan, his responsibilities in sports or clubs & societies, administration, parental liaison, marking, student counseling and setting examinations.

An academic plan template is very helpful as it can speed up the teacher’s daily responsibilities by making the modifications in his academic plan easily every day. The teacher can store and retrieve past academic plans for further reference and comparisons to identify the work done earlier.

Hence, an academic plan template may include:

* Teacher’s Name

* Date of Planning

* Time

* Activity / Task

* Class

* Venue

* Notes

* Actions to be taken

* Students who need supervision

* Duration of each task

* Consequence / result expected

Consider the attached sample template for your convenience.

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Schedule Planner Template

A Schedule planner is a very important piece of paper not just for business or working people; it is also crucial for busy people who would like to keep track of their time or days. A Schedule planner allows its user an overview of the days of the months in one year.

The Schedule planner template can come in many ways; one format is to have the sheet divided into two sections – left and right columns. The left column comprises writing space for some quick short notes with smaller columns to record the various active projects and their corresponding start and end dates. The right column houses all the months of the year in neat boxes listing all the days of each month so that you can view all the days in a month, for all months in a year. You can highlight the days of the month with different colors, where you have projects scheduled.

Another template for the Schedule planner is where it is formatted like a big calendar sheet with the months as its header row and the dates (1-31) as its columns. It is like a big grid where the user can write the scheduled appointment or activity, in each box which represents the date in a particular month.

Yet another Schedule planner template contains a slight variation with the inclusion of the Day information. This extra piece of information allows the user to relate the day to the date of the activity at a particular month.

Consider the attached sample template for your convenience.

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Daily Planner Template

Everyone has only 24 hours a day; it is up to each individual how he or she uses his or her time each day. Students may want to ensure that they have sufficient time to study and relax while business people or working people want to be more productive at the office, instead of taking work home every day.

Even housewives can make use of a daily planner with the many activities that they can engage in, whether they have maids or not. Everyone benefits if they can use their daily hours wisely.

Hence, a daily planner template header should have:

*User name

* Date

* Day of the week

The body of the daily planner template comprises:

* Time

* Notes

The time column can be structured to start the day at the break of dawn or according to the user’s preference. It can be on an hourly or half-hourly basis.

The notes column is to allow the user to jot down extra information with regards to the activity or the day.

You can keep the daily planner in a file to evaluate your time usage in a week or on a monthly basis. That will help you identify how well you are using your time and motivates you to improve in time management. You can compute the percentages on the activities performed on a daily basis to decide if these time-consuming activities are worth continuing.

Consider the attached sample template for your convenience.

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Camping Trip Planner Template

Camping is an exciting time for the camping enthusiasts and the young. But a lot of preparation is required in the planning to ensure a successful and enjoyable trip. Hence, it is wise to take on a camping trip planner when you are planning for a camping trip.

A camping trip planner allows you to have an overview of what is required for the trip as well as lists details of what you have planned and brings to your remembrance what you have left out.

There are many aspects to consider in planning for a camping trip. The main categories of a camping trip planner template are:

1) Possible campgrounds

For choosing the best campground for your trip, you may need to consider:

* Destination name

* Distance

* Travel Time

* Cost

* Reservation required?

* Mode of Transportation

* Availability of Transportation & Parking

* Parking Charges

2) Campground Details

You may want to consider the availability of the following at the campground:

* Food

* Sights

* Activities

* Pets allowed?

* Playground

3) Gears

As it is the outdoor living for the next few days or weeks, you will want to be sure that you have:

* Appropriate Clothing

* Sleeping gear

*Insect repellant

* Cooking utensils

* Emergency supplies

4) Resources

These are the extras that can make your camping trip more comfortable.

*Emergency assistance

*Mode of Payment (cash or credit)

*Maps & GPS

*Guidebooks

*Availability of WiFi

Consider the attached sample template for your convenience.

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