Customer Testimonial

Your Professional Workday in Excel, Google Sheets and OneNote

Busy professionals lose hours every week jumping between task apps, notes and planners, and pay monthly fees for each one. This kit puts your projects, your week, your notes and your budget in 4 ready files you open tonight.

  • 4 templates, 25+ tabs/pages
  • Excel, Google Sheets and OneNote
  • Dashboards, Kanban, Gantt and calendars
  • Pay once, no subscription, no seats

Instant download • Excel, Google Sheets and OneNote • One-time payment

The Professional Workday Kit: Project Tracker, OneNote Day Planner, Week Planner and Budget Workbook on a laptop

Works in the apps you know

XMicrosoft Excel
Google Sheets
NOneNote
Inside the Kit

Your Projects, Week, Notes and Budget

Real screens from the 4 templates. Open them in Excel, Google Sheets and OneNote.

Simple Enough to Keep Using Every Week.

Type your projects, tasks, meetings and payments in once. The dashboards, calendars and timelines do the rest for you.

Projects, Week and Money

Projects, week, notes and budget sit in 4 files that work the same way. No hunting across apps.

Type It Once, the Dashboards Fill In

Add a task, a meeting or a payment one time. The dashboards, calendars and overviews update from it automatically.

Deadlines on a Calendar

Monthly and weekly calendars show what is due, so nothing slips past the end of the week.

Kanban and Gantt Included

Move tasks across a board, then see the whole project on a timeline. All in Excel or Google Sheets.

No Formulas for You to Write

The files are built and formatted. If you can type into a cell, you can use the kit.

No Monthly Fee, Ever

Pay once and keep the files. Make a copy of them every year. No seats, no subscription and no locked tier to upgrade.

What's Included

4 Templates. 25+ Tabs/Pages. One Download.

Professional Project Tracker (15 Tabs)

Setup, dashboard, monthly and weekly calendars, project overview, budget vs actual, recurring tasks, task filter, decision matrix, Kanban and Gantt.

Professional OneNote Day Planner

215+ pages: index, monthly calendars, goals, 53 weekly trackers, meeting notes, task and project pages, client tracking.

Professional Week Planner + Budget Workbook

Plan the week with time blocks and top priorities, then track transactions, recurring payments, monthly insights, sinking funds, debt and net worth.

Also Included

4 templates, 25+ tabs/pages
Project Tracker with 15 tabs
OneNote Day Planner with 215+ pages
Week Planner with 8 tabs
Budget Workbook with 28 tabs
Kanban, Gantt, dashboards and calendars
Excel and Google Sheets
Set-Up Video Guide
What you get in The Professional Workday Kit: Project Tracker, OneNote Day Planner, Week Planner and Budget Workbook
Inside Your Kit

A Close Look at Each Template

The 3 spreadsheets work in Excel and Google Sheets. The day planner keeps your notes, meetings, goals and clients together in OneNote.

Professional Project Tracker (15 Tabs) in The Professional Workday Kit
1

Professional Project Tracker (15 Tabs)

Every project, task and deadline, tracked in one place. Set it up once, then pick a project from the dropdown and the overview, budget and timeline fill in.

Setup and auto-fill tabs
Dashboard
Monthly and weekly calendars
Project overview from a dropdown
Project budget vs actual
Recurring and one-off tasks
A filter for your tasks
Decision matrix
Kanban board
Gantt timeline
Professional OneNote Day Planner in The Professional Workday Kit
2

Professional OneNote Day Planner

215+ pages for the notes behind the work, easy to find. Meetings, projects, clients and goals sit in one OneNote notebook with an index.

Index for easy navigation
12 monthly calendars
Monthly goals and reflections
53 weekly trackers
Meeting notes
Task and project pages
Client and customer tracking
Reports and notes
Professional Week Planner (8 Tabs) in The Professional Workday Kit
3

Professional Week Planner (8 Tabs)

Plan the week on Monday, then work the plan. Block your time, keep your top priorities in view and follow up on time.

Setup tab
6 weekly tabs
Monthly calendar
Time blocking
Top priorities
Lists for your follow-ups
Professional Budget Workbook (28 Tabs) in The Professional Workday Kit
4

Professional Budget Workbook (28 Tabs)

Know where the money is every month. Log transactions and recurring payments, then see the month on a budget dashboard and a payment calendar.

Transactions and recurring payments
Budget dashboard
Payment calendar
12 monthly insight tabs
Sinking funds for planned costs
Debt calculator
Your net worth at a glance
See It In Action

Watch the Set-Up Video Guide. Start Tonight.

A step-by-step YouTube video shows how to set up each file in the kit. Watch it once, then add your projects, tasks and budget.

The Set-Up Video Guide for The Professional Workday Kit

What Professionals Are Saying

Real reviews from people getting organized

Real user reviews and results 1Real user reviews and results 2
Projects, week, notes and budget in one place with The Professional Workday Kit
Is This Kit Right for You?

Made for One Professional's Workday, Not a Team

You run your own projects, your own clients and your own week. You want them all in files you already know, not in another app with a monthly fee.

Consultants and freelancers. Track clients.
Business owners. No per-seat plans.
Microsoft 365 users. Use OneNote.
Why This Kit

Pay Once. No Seats. No Monthly Fee.

Your work apps bill you every month for each person. This kit is 4 files you buy one time and keep.

READY BY TONIGHT

Every template is built, formatted and ready to use. Watch the Set-Up Video Guide, add your projects and tasks, and start tomorrow.

DUPLICATE IT EVERY YEAR

Make a copy of each file for next year and start fresh with the same layout. No per-month fee and no subscription.

NO SPREADSHEET SKILLS NEEDED

If you can type into a cell or a page, you can use the kit. All the formulas are already built in.

How It Works

Go from checkout to a planned week tonight

1

Buy

Complete your secure checkout

2

Download

Files and Google Sheets links by email

3

Set-Up Video Guide

A step-by-step YouTube video

4

Add Your Work

Your projects, your week and your budget

Your Workday, Set Up Tonight.

Everything on this page is included in one single download: Project Tracker, OneNote Day Planner, Week Planner, Budget Workbook and the Set-Up Video Guide. No subscription.

$9
One-time payment • Instant access
  • Professional Project Tracker (15 Tabs)
  • Professional OneNote Day Planner
  • Professional Week Planner (8 Tabs)
  • Professional Budget Workbook (28 Tabs)
  • Kanban, Gantt, calendars, dashboards and client tracking
  • Set-Up Video Guide on YouTube

Instant download • Excel, Google Sheets and OneNote • One-time payment • No subscription

This is a digital product with immediate access after purchase. No refunds on digital downloads.

Fits Your Tools

Designed to Fit Your Workday

The 3 spreadsheets open in Excel or Google Sheets. The day planner opens in OneNote. There is nothing new to learn.

The Professional Workday Kit works in Excel, Google Sheets and OneNote

Frequently Asked Questions

Everything you need to know before you buy

The Professional Workday Kit
$297$9