Plan templates
Free templates for planning, each with its checks built in. Change the steps, then use them in ChatGPT, Claude or n8n.
2 templates for planning
All templates- Scope a job before you start
List everything a job could involve, decide what is in and out, say what done looks like in a way you can check by looking, and set when to stop, all on one page.
Each "done" can be checked by looking, not by feelingAbout 15 minutes. Anyone who gets open-ended requests, such as coordinators, assistants and team leads.
- Hand off a task to someone else
Turn a task you do in your head into a plain hand-off for another person, with the materials listed, the steps written, nothing sensitive left in, and a fresh reader's questions answered.
A fresh reader lists anything missing; nothing sensitive left inAbout 20 minutes. Anyone who hands work to someone else, whether a colleague, a new hire, a volunteer or a part-time helper.