Free Planners and Worksheets by Productive Flourishing
Whether you're drowning in digital tasks or tired of your planner becoming another project to manage, you're ready for a different approach.
Your work deserves better than endless checkboxes and overwhelming task lists. You're working on multiple projects with different deadlines, alongside a whole cast of collaborators, clients, customers, and colleagues.
Whether you need to step back and see the bigger picture or just want a reliable system that doesn't require perfect bullet points, we've got you covered. Our tools help you:
Get clarity on your priorities and projects
Make meaningful progress on what matters most
Stay focused when everything's competing for your attention
Our planners and worksheets aren't just pretty tools with random blocks — they’re built from the ground up using time-tested principles from habit formation theory, positive psychology, behavioral economics, and productivity studies. They’re the brainchildren of the same guy (Charlie) who literally wrote the best-selling book on finishing what matters most.
These tools complement your existing systems, whether digital or analog. Use them to break through decision paralysis, map out complex projects, or simply get clarity when your usual tools aren't cutting it.
Their minimalist design helps your priorities, projects, and schedule take center stage. They work just as well with a simple pen as they do with your favorite planning accessories or alongside your digital tools.
We've been sharing and iterating on our planners and worksheets since 2008 and they've been downloaded over a million times by action-takers just like you.
There are so many worksheets and tools available between what’s available for free and for paid subscribers that I’ve pulled some of the go-tos to this page. The below are what’s on this page. Items with a 🔒 are resources only available to paid subscribers.
The Momentum Planners
The Productivity Jumpstarter
The Action Item Catcher
The Daily Habit Tracker
The Habit Switcher 🔒
The Weekly Block Blueprint 🔒
The Project Pre-Mortem Worksheet 🔒
The Mid-Month Review Worksheet 🔒
The Wheel of Life Worksheet 🔒
The Weekly Team Check-in and Check-out Worksheet 🔒
Each tool below includes a quick overview, when to use it, and links to detailed guides and examples.
The Momentum Planners
The Momentum Planners are our complete planning system that works together to help you see and plan across different time horizons. From daily focus to monthly vision, each planner has its sweet spot - keeping your work aligned and moving forward.
What the Momentum Planners are for:
Getting your daily work aligned with your bigger goals
Breaking down complex projects into doable chunks
Keeping multiple projects moving forward without dropping balls
Use when:
You need to see how today's work builds toward monthly goals
You’re juggling multiple projects with different deadlines
Your calendar and task list aren't giving you the full picture and context to prioritize and focus well
How-to Guides:
If you’re new to Momentum Planning, I suggest starting with the Weekly Momentum Planner. It provides the perfect balance of actionable planning and big-picture vision.
Premium subscribers also get access to our Quarterly and Yearly Momentum Planners, as well as Daily, Weekly, and Monthly Momentum Planners with this year’s months in them.🔒
The Productivity Jumpstarter
The Productivity Jumpstarter is your reset button for those moments when you're caught in the swirl and need to get moving on what matters. Its simple but powerful format helps you cut through the noise and take meaningful action.
What the Productivity Jumpstarter is for:
Breaking free from overwhelm and decision paralysis
Getting crystal clear on your next actions
Turning vague goals into concrete next steps
Use when:
You're caught in an endless stream of notifications
You're staring at a wall of tasks unsure where to start
You want to make the most of your next time block
How-to Guide:
None — this one doesn’t need more than what’s in the header of the worksheet.
The Jumpstarter’s simplicity is its superpower — it’s either just enough to focus your work or you’ll know what you need by what it’s missing.
The Action Item Catcher
The Action Item Catcher is your trusted capture tool for those moments when ideas and tasks pop up but you need to stay focused on your current work. It’s designed to get things out of your head quickly so you can get back to what you were doing.
What the Action Item Catcher is for:
Capturing tasks and ideas without losing focus
Creating a reliable collection point for follow-up items
Keeping your mind clear for deep work
Use when:
Tasks and ideas come up during meetings or focused work
You need a quick way to capture without getting pulled into your task manager
You want to batch-process action items later
How-to Guide:
None — this one’s straightforward by design. Catch items as they arise, process them later into your preferred system.
The Action Item Catcher pairs perfectly with the Productivity Jumpstarter and Weekly Momentum Planner, giving you a complete system for capturing and processing work as it emerges.
The Daily Habit Tracker
The Daily Habit Tracker helps you build and maintain the habits that support your best work and life. Built on proven habit science principles, it makes your progress visible and keeps you motivated through streaks and clear wins.
What the Daily Habit Tracker is for:
Building new habits that stick
Maintaining consistency with important routines
Tracking progress on behavior changes
Use when:
You're trying to establish a new daily practice
You want to maintain momentum with existing habits
You need accountability and visible progress
How-to Guide:
While the tracker has room for five habits, we recommend starting with just one or two. It’s better to really lock in one game-changing habit than to spread your attention too thin.