FormsWizard 5.0


Simplify your Planning experience with software designed to print all the forms you need to stay organized. Just populate the forms with your information and, voila, they’re ready to print and fit in FranklinCovey Monarch, Classic, Compact, Pocket, or international size (A5) binders.

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Price: $24.95

New to version 5.0 :

  • New Forms
    • Daily Pages
    • Monthly Calendars
    • Better than a Yellow Pad
    • To-do Page
  • New Themes
    • 7 Habits, Corner Stone, In the Game, Kaleidoscope, Metropolitan, Passport, Perspective, Rhapsody, Simplicity, Vantage
  • Label Printing Enhancements
    •  Print by First Name, Last Name, Company
    • Include suffix
    • 1st Name & Spouse
    • Return Labels

Standard Features :

  • Over 100 forms to personalize with your choice of fonts and text.  Some popular forms no longer sold in FranklinCovey Stores or as a download.
  • Paper Themes– Traditional paper themes and new paper themes to match any FranklinCovey Planner
  • Address Phone List View for entering and viewing of the Contact listing. The new List View will have a full alphabetized listing of the database on the left side of the window using a rolodex method, as you click on a name in the left side of the window, the detail information of the contact will view in the right side of the window End user will have the ability to select the traditional form view or the new List view.
  • Quick Search will allow the end user to begin typing the letters of a name and have the program begin to go to the listing with those letters.
  • Tab Searching quickly find the 1st contact in the listing of the selected alphabet letter. 
  • Filter Contacts create custom filters to show and print only those in the filtered list
  • Print Address Labels. Print to 1″x 2 5/8″ labels on a  8.5″ x 11″ page or 64mm x 33.9mm international labels on a 148mm x 210mm page  

 

Video Product Tour

Video

All Forms:

All Forms:


 
  • 2 Page Monthly Planner
  • Meeting Advantage Planner (MAP)
  • Activity Log
  • Meeting Planner
  • Address and Phone
  • Menu Planner - Shopping List
  • Annual Summary of Business Expenses
  • Mission Statement
  • Automobile Information and Servicing
  • Monthly Budget Worksheet Bill Tracker 4D Importance Screen
  • Better Than a Yellow Pad
  • Monthly Expense Tracker
  • Blank Grid
  • Monthly Schedule
  • Blank Spreadsheet
  • Notes
  • Car Mileage Log
  • Odometer Reading
  • Card List
  • Party Caterer
  • Check Register
  • Party Decoration
  • Child Care Information
  • Party Menu
  • Child Key Information
  • Party Planner
  • Client File
  • Party Rental
  • Colored Lines
  • Personal Information
  • Contact Log
  • Personal Property Record Debt Elimination Schedule 2 Page Weekly Planner (Dated)
  • Daily Planner
  • Presentation Planner
  • Document Planner
  • Prioritizing Multiple Projects
  • Exercise Log
  • Problem Analysis
  • Financial Accounts
  • Project Change Request
  • Friends and Family Information
  • Project Evaluation
  • Frontloading Planner
  • Project Initiation
  • Medication Master List
  • Yearly Investment Tracker Master Task List To Do's
  • Future Planning
  • Project Planning Form
  • Gift Ideas
  • Project Priorities Matrix
  • Gifts Received
  • Project Skills and Equipment Needs
  • Goal Planning
  • Project Task Map 2
  • Graph Paper
  • Project Team
  • Health and Fitness Tracker
  • Project Team Assignments
  • Health Provider Contacts
  • Project Timetable
  • Holiday Travel Checklist
  • Prospect File
  • Home Project Record
  • Questions and Answers
  • Identifying Your Roles
  • Real Estate Client File
  • Immunizations
  • Real Estate Communications Tracker
  • Important Information
  • Real Estate Prospect Log
  • Information Record
  • Real Estate Response Log
  • Insurance Record
  • Real Estate Transaction Manager
  • Internal Memo
  • Record of Conversation
  • Key Information
  • Special Days
  • Key Stakeholder Interview
  • Symptom Chart
  • Major Events
  • Telephone Log
  • Managing Hot Spots
  • Travel Itinerary
  • Measurement Builder
  • Values Clarification
  • Medical Bill Tracker
  • Website Tracker
  • Medical Notes
  • Weekly Schedule
  • Medical Record
  • Work Compass
  • Medication Checklist
  • Yearly Income and Expense Tracker

Forms grouped by category:

Forms grouped by category:


 

Planning

  • 2 Page Monthly Calendars
  • Daily Planner (Dated)
  • Master Task List To Do's
  • Weekly Planner (Dated)

Travel

  • Car Mileage Log
  • Holiday Travel Checklist
  • Odometer Reading
  • Travel Itinerary

Personal

  • Activity Log
  • Address/Phone
  • Card List
  • Colored Lines
  • Exercise Log
  • Goal planning
  • Information Record
  • Key Information
  • Notes
  • Mission Statement
  • Personal Information
  • Special Days
  • Values Clarification
  • Website Tracker

Business

  • Annual Summary of Business Expenses
  • Blank Grid
  • Client file
  • Colored Lines
  • Contact Log
  • Document Planner
  • Graph paper
  • Grid Spreadsheet
  • 4D Importance Screen
  • Internal Memo
  • Meeting Planner
  • Notes
  • Project Tasks
  • Prospect File
  • Record of Conversation
  • Telephone Log
  • Travel Itinerary
  • Work Compass

Calendar

  • Future Planning
  • Monthly Schedule
  • Weekly Schedule

 

Home and Family

  • Automobile Information and Servicing
  • Child Care Information
  • Child Key Information
  • Friends and Family Information
  • Gift Ideas
  • Gifts Received
  • Holiday Travel Checklist
  • Home Project Record
  • Menu Planner/Shopping List
  • Party Caterer
  • Party Decoration
  • Party Planner
  • Party Rental
  • Personal Information
  • Personal Property Record

Health and Fitness

  • Activity Log
  • Exercise Log
  • Health and Fitness Tracker
  • Medical Record

Real Estate Forms

  • Real Estate Client File
  • Real Estate Communications
  • Real Estate Prospect Log
  • Real Estate Response Log
  • Real Estate Transaction Manager

Health Organizer

  • Emergency Numbers
  • Health Provider Contacts
  • Important Information/Family Health History
  • Major Events
  • Immunizations
  • Insurance Record
  • Bill Tracker (Bills and Receipts)
  • Appointments
  • Questions/Answers (Appointments)
  • Notes with (left) Date Column
  • Symptom Chart
  • Medications – Master List
  • Medication Checklist

Project Management

  • Information Record
  • Key Information
  • Key Stakeholder Interview
  • Meeting Advantage Planner (MAP)
  • Meeting Planner
  • Presentation Planner
  • Prioritizing Multiple Projects
  • Problem Analysis
  • Project Change Request
  • Project Evaluation
  • Project Initiation
  • Project Planning Form
  • Project Priorities Matrix
  • Project Skills and Equipment Needs
  • Project Task Map 2
  • Project Team
  • Project Team Assignments
  • Project Timetable

FranklinCovey Workshop Forms

  • 4D Importance screen
  • Document Planner
  • Frontloading Planner
  • Goal Planning
  • Identifying Your Roles
  • Value Clarification
  • Meeting Advantage Planner
  • Mission Statement
  • Presentation Planner

Finance

  • Bill Tracker
  • Blank Spreadsheet
  • Car Mileage Log
  • Check Register
  • Debt Elimination Schedule
  • Financial Accounts
  • Monthly Budget Worksheet
  • Monthly Expense Tracker
  • Odometer Reading
  • Yearly Income and Expense Tracker
  • Yearly Investment Tracker

System Requirements

System Requirements:

  • Microsoft Wndows 7, Vista, XP, with current service packs and updates
  • 500 MHZ processor
  • 512 MB RAM
  • 200 Mb Hard Disk space