Career & Money Printable Checklists — Free Templates

Ask For A Raise List wins, benchmark your scope, rehearse out loud, ask early in a booked meeting, then trade benefits when base pay is capped.

Barter Swap List 3 skills, list 3 needs, post 'trade?' locally, swap on clear terms, then write one line on how it felt.

Budget Hacker Track 30 days of spending, sort needs vs wants vs what was that, find one leak, fix it for 30 days, then move savings somewhere visible.

Buy Nothing New Set the rules, park wants on a list, thrift or swap three real needs, fix one thing you'd replace, then write what the month taught you.

Clear The Noise Unsubscribe from 10 emails, delete 100 files, organize desktop and cloud, automate backups, then spend 24 hours on one screen.

Coin Harvest Fill a coin jar for 3 months, don't touch it, count the haul, spend it on pizza or an arcade night, then write what you bought on the jar.

Cross-training Pick a low-barrier craft, book 3 sessions, share your clumsy first try, mine transferable lessons, then fuse both skills into one small piece.

Dream Jar Fund Name the dream, label a jar and automate a weekly deposit, funnel in found money, tape a photo to it, then spend it and write a note.

Emergency Fund Save $10 a week, scale to $100 a month, hit $500, then one month of expenses, then six. A five-step order that keeps the fund growing.

Failure Festival List 5 safe scary attempts, do one a week, log what happened and what was fun, sticker every try, then share your worst one with a friend.

Find $50 Hiding Audit one forgotten subscription, one recurring bill, one convenience buy, and a week of small purchases, then cancel and move the cash to a named goal.

First Money Steps Pick a beginner money book, read a chapter a day for a week, write 3 takeaways with your own numbers, set one real savings rate, explain it in 5 minutes.

Hundred A Day Write 100 words each morning, spill without editing, pick 12 favorites on day 30, print a mini zine, gift a copy, keep one in a drawer.

Inbox Zero Hero Unsubscribe, archive by sender, build 3 filters, then two daily email slots. Five concrete steps that take a chaotic career inbox to zero.

Investing 101 Learn index funds, open a brokerage or Roth IRA, invest your first $100, automate monthly buys, then max employer match, IRA, HSA, and 401(k).

Learn Then Teach Pick a course with a final project, book two weekly sessions, do every assignment, build the final project your own way, then teach it in 15 minutes.

Letter To Future You Date it, describe today's worries and joys, add three questions, one hope and one warning, then hide it in a book and set an open date.

Mentor & Be Mentored Ask a mentor, meet monthly and act on advice, mentor someone junior, build three advisors, then vouch for others publicly.

Mentor Coffee Club List 5 people, message 3, ask 5 open questions, listen 80%, send a handwritten note that week, then apply one piece of advice within 30 days.

Money Date Night Light a candle, review spending in 10 minutes, set one small goal, celebrate a tiny win, and add a money gratitude line each month.

Money Map Write take-home pay, fixed bills, flexible essentials, savings buffer, debts, then pick one number to improve in 90 days.

Money Thank-you List three people who shaped your money habits, write one specific 'you taught me' line each, send it same day, pass one tip on, then write five rules.

Negotiate Everything Negotiate a small price, cut your phone bill, handle a major purchase, ask for salary, teach a friend your script — each step easier than the last.

No Cringe Network Reconnect with a colleague, attend one event, have coffee with someone you admire, help three people, then get known for one narrow thing.

No-spend Ladder Run one no-spend day, then a weekend, then a week, then a month, then invest the saved money. A paper checklist keeps each stage visible.

No-spend Weekend Audit your pantry, plan free outings, cook a mystery-fridge meal, journal what you missed, then repeat monthly. Five steps, zero spending.

Off Duty Strip off work clothes at the door, wash your face, change into lounge clothes, then say 'Off Duty' out loud to end the workday.

One Small Ask Pick a low-stakes request, write the outcome in one sentence, gather two facts, ask without apologizing, then log what happened either way.

Resume Glow-up Add numbers to resume bullets, rewrite your LinkedIn headline, get a headshot, request 3 recommendations, then apply to 5 dream jobs.

Rookie Investor Download a brokerage app, open an account, transfer $100, buy a fractional S&P 500 ETF, then check once and ignore for 10 years.

Ship Three Works Pick 3 finishable projects, polish each in one afternoon, publish to a free page, add a one-line story, then share with one person and ask one question.

Shutdown Ritual Dump unfinished tasks, pick tomorrow's first move, close stray tabs, clear your desk, send the nagging message, then mark the day closed.

Side Hustle Lab Pick one idea, test it for $20, get one real customer, note what you learned in 5 lines, then double down, pivot or drop it.

Side Hustle Start List 10 skills, sell one unused item, earn your first $50 from a skill, reach $500/month, then decide on going full-time.

Side Project Spark Write your idea in one sentence, do one tiny thing daily, shrink it at week 2, ship it at week 4, then ask three people for specific feedback.

Six Better Stories Rewrite one bullet with a real action verb, add a truthful number, turn a duty into a problem-action-result story, cut filler, anchor a skill, read aloud.

Six Conversations Ask a colleague what they wish people understood, name what stuck, learn a normal week, send one useful thing, ask which skill surprised them.

Six Proofs Save praise, log a solved problem, record one measurable result, name a now-easier skill, document a teammate win, compare to six months ago.

Small Generous Acts Pick the colleague who irritates you, find their recurring 10-minute bottleneck, fix it quietly, bolt it to a routine, tally it, then ask.

Sound Like You Rewrite your headline in plain words, add a real photo, post weekly for a month, share one failure, then message someone you admire.

The $100 Fun Fund Pick the exact item, seed it with $5, reroute one skipped purchase, sell one unused thing, automate a small top-up, then spend it on purpose.

Weekend Portfolio Choose one skill, solve a small problem, build a working version, capture process, write problem/action/change, publish one link.

Workspace Reset Purge dead pens, add an unkillable plant, stash hidden dark chocolate, get an oversized mousepad. Four cheap changes that fix a desk in one afternoon.

Zero Budget Test Write who you help, deliver the smallest useful result by hand, post one plain offer, show five people, log reactions, then improve, pivot, or stop.