Meeting Notes and Action Log
What the meeting was for, who was there and when it happened.
Work and career · WC-350 · Planner
Free project milestone planner — each milestone with its owner, planned and actual dates, days late worked out, status and notes. PDF, Excel and browser.
One page. The A4 and US Letter files are laid out identically, so neither is shrunk to fit.
Print it and write on it
Fillable PDF type and save
Spreadsheet formulas included
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
The same sheet, on screen. Totals and figures are worked out as you type, rows can be added or removed, and you can print it or download the completed version as a PDF. Everything stays in your browser — your entries are kept in this browser's own storage on this device, nothing is uploaded, and there is no account.
A project's milestones on one page, with the slippage counted. Each row is one milestone: who owns it, when it was planned for, when it actually happened, how many days late that was, and where it stands now.
Anyone running a piece of work with dates in it — a launch, a move, a build, a report, an event — at work or outside it, who wants the plan and the reality on the same sheet.
The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The workbook uses plain formulas only — SUM, IF, COUNTIF and the like — so it opens in Excel, LibreOffice and Google Sheets without anything breaking, and every calculated cell is grey so you can see which figures it worked out.
Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.
A point where something is finished or decided, rather than a task in progress: design signed off, supplier chosen, doors open. If it cannot be dated, it is probably a task, and it belongs in the notes under the milestone it serves.
Nothing — it waits for an actual date. Once one is entered it shows the difference from the planned date, negative if early.
Yes. A house move, a wedding, a course, a garden — anything with a sequence of dates. Put yourself down as the owner and carry on.
The project plan sheet on this site breaks the work into tasks with dependencies. This planner is the summary that sits on top of it — a page, not a plan.
What the meeting was for, who was there and when it happened.
Every live project, the client it is for and the fee agreed.
Printable sheets, workbooks and tools on the same subject.
Plan a project small enough to hold in your head — a refit, an event, a move, a small build — on one page, including the dependencies people forget.
Report a period honestly on one page, with real space for the two sections people skip: what slipped, and what you need from somebody else.
Every sheet, binder, game and puzzle on Upkeep Papers is free to download, with no email and no account. Making them is not free: each one takes days of research, design and checking, and the site costs money to run. If something here saved you time, you can buy us a coffee. It is entirely optional: nothing is locked, and nothing changes if you don’t.
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