GALLERY
Personal & Life Templates
Break an overwhelming to-do list into small, manageable steps with boards and checklists.
39 items
Recover From Rejection: Fix the Stage You Keep Losing and Lift Your Pass Rate
A rejection recovery template for job seekers who keep getting rejected at the resume screen or in interviews and want to diagnose the cause stage by stage and lift their pass rate. The whiteboard lays out pass rates by stage, a log of every company applied to, a Five Whys chain that asks why five times down to the root cause, and an impact-versus-effort matrix for choosing the fix. The task board runs across five columns, from Logged and Hypothesis through Fix chosen and Testing to Result checked, with five parent tasks - find where you drop, name likely causes, pick one fix, test on three companies, steady yourself - and 13 subtasks, all unstarted. Instead of writing rejections off as bad luck, the job search narrows to one change at a time, and two to four weeks later the numbers show whether the pass rate actually moved.
Reference and Proof Kit: Line Up Referees and Backup Before You Are Asked
A reference check is often the last step before an offer, and this reference-check template lines up your referees and the evidence behind your results before the employer asks. The whiteboard holds the design of the ask, a register of three referees, the request built with 5W1H, the confidentiality line with a fallback for anyone who declines, and an evidence matrix of credibility against how fast you can produce it. The task board runs five columns, from candidates through asked, agreed and briefed to done and thanked, and starts with 5 parent tasks and 12 subtasks. Referees cannot drop everything the day you call, so writing the ask and rebuilding the evidence early keeps the last stage of a job search calm.
Recruiter and Scout Board: Run Multiple Channels Without Crossing Wires
A recruiter and scout tracking template for job seekers working with several recruiters, headhunters, and job board scout platforms at the same time. The whiteboard carries five pieces - a Will-Can-Must frame that fixes three search criteria, a grid comparing every channel on contact, specialty, quality of intros, and contact frequency, a rule frame holding non-negotiables, duplicate applications, reply deadlines, and decline scripts, a matrix sorting roles by fit against interest, and a month-end KPT on each channel. The task board runs five columns - Before signup, Awaiting intro call, Roles incoming, In process, Paused / Passed - and starts with five parent tasks plus their subtasks, all not started. One board shows which channel sent you where, so duplicate applications and late replies stop before they cost you an offer.
Pre-Start Countdown: From Offer to First Day on One Board
The Pre-Start Countdown template is a new job checklist for anyone who has accepted an offer, covering onboarding paperwork, daily-life prep, and the plan for the first day at work. The whiteboard holds the plan up to the start date, a timeline from twelve weeks out to the night before, a table of forms with deadlines and where each one goes, a priority matrix that sorts what to study by how soon you need it and how long it takes to learn, and a 5W1H map of the first morning. The task board runs four columns from Not started to Done, and five parent tasks - paperwork, daily life, work kit, pre-start study, and day one - each carry their own subtasks. Working the deadlines first keeps forms from going missing and gets your bag packed the night before, so you walk in knowing what to bring, what time to arrive, and where to go.
Job Hunting While Employed: Fit Interviews and Energy Around Your Current Job
Job Hunting While Employed is a weekly scheduling template for people looking for a new role without leaving their current job, covering interview scheduling and how to book time off. The whiteboard holds the ceiling on the time and energy the search may use, a weekly timetable of days against morning, lunch, and evening slots, three rule panels on answering date proposals, taking leave, and keeping contact channels separate, a five-step run-up from a confirmed interview to the day itself, and a weekly review written as KPT (Keep, Problem, Try). The task board runs Shortlist, Scheduling, Confirmed, Done, and Rescheduled, and arrives with five parent tasks and 13 subtasks, from mapping your free hours to rebuilding the week. With the slots fixed in advance, you can answer any proposed interview date the same day and keep the search going for months without losing sleep or missing deadlines at your current job.
Interview Answer Drills: Build 20 Answers and Sharpen Them Out Loud
Interview Answer Drills is an interview preparation template for building answers to the 20 most common interview questions - why you are leaving, why this company - and polishing them out loud. The whiteboard holds the impression you want to leave with three lines to say outright, a practice loop of write, say it, record, fix, a Q&A grid pairing the 30-second version with the extra minute and the follow-up push, delivery rules with a fallback for when you freeze, and a YWT review - what you did, what you learned, what you do next. The task board runs Question only, Answer drafted, Saying it out loud, Used in an interview, It landed, and starts with five parent tasks and 13 subtasks untouched - listing questions, drafting answers, recording yourself, preparing what you ask, and fixing answers after each interview. Instead of improvising an answer on the spot you clear one stalled question per loop, so your delivery settles over the two to four weeks before the interview.
First Salary Money Plan: Decide Where Your Pay Goes, Then Automate It
A first paycheck budget template for new hires who want the take-home split - savings first, fixed costs, student loan repayment - decided and automated before the money lands. The whiteboard holds a one-year savings target and the order money is protected in, an automated payday routine, a split table in shares and amounts, and a quarterly KPT review (Keep, Problem, Try). The task board runs four columns - Deciding, Setting up, Running, and Monthly check - and starts with five parent tasks and their subtasks, from confirming take-home and automating savings to locking in fixed costs, planning student loan repayment, and reviewing every quarter. Because the split and the standing transfers are set before the money has anywhere to go, the first year ends with savings in the account instead of nothing left by payday.
Wedding Prep Board — plan the year ahead together, from booking to the big day
Open this board with your partner before your monthly planning talk, from about a year out. The whiteboard holds your goal and budget ground rules, a twelve-months-to-day-of timeline, and a grid of cost, decisions, and owner for every part of the day. The task board starts with four parent tasks — aligning, booking the venue, ordering, and the final stretch — plus twelve subtasks under them, all sitting in Not started.
Trip Planner Board: From Picking a Destination to the Final Itinerary
For anyone planning a trip, opened while the destination is still undecided and used right through departure day. The whiteboard holds the trip goal and what is already settled, a day-by-day grid split into morning, afternoon, and evening, a per-person budget, a packing list, and the run-up schedule. The task board moves plans from idea to booked to the final pre-departure check, and starts with five parent tasks - destination, bookings, itinerary, money, and packing - each with its own subtasks.
Shopping & Belongings Board: Decide Before You Buy
For anyone trying to cut wasteful spending, opened the moment something catches your eye and used through the end-of-month review. The whiteboard holds your own buying rules, a four-quadrant view that sorts buy from skip by need and frequency, frames for wanted, on hold and skipped, the five steps to take before paying, and per-category rules for what you keep. The task board follows an item from first sighting to bought or skipped across five columns, and starts with five parent tasks - setting rules, listing wants, deciding, reviewing what you own and the monthly look-back - each with its own subtasks.
Moving House Plan: From House Hunting to Address Changes
Open this board the day the move is decided, and walk through it with your family or flatmates. The whiteboard holds the goal and budget limits, a matrix for narrowing down places, a timeline flow from two months out to the week after, three frames for paperwork, packing, and cost, and a utilities checklist grid. The task board splits everything from choosing the place to changing your address into five parent tasks, and you move the cards through "2 months out", "1 month out", "Move week", and "Week after" counting back from moving day.
Job Search Tracker: Applications and Company Comparison on One Board
If you are considering a move, open this template when you start gathering information and keep using it through the final offer decision. The whiteboard holds your non-negotiables, a map of what to say about yourself, a comparison grid covering pay, working style, growth, and culture, a matrix of interest against likelihood, and the rules for running the process. The task board runs from watchlist to closed, and starts with five parent tasks - defining what matters, building the shortlist, polishing the documents, getting interview ready, and deciding on the offer - each with its own subtasks.