Overview

A clear, actionable plan transforms vague dreams into concrete achievements. This worksheet guides you through the key steps of crafting a life plan that aligns with your values, aspirations, and practical realities.

Why Planning Matters

• Clarity – Identify what truly matters.
• Focus – Prioritize actions that move you forward.
• Momentum – Small wins build confidence.
• Balance – Align career, relationships, health, and personal growth.

Step‑by‑Step Guide

1. Define Your Vision

   • What does your ideal life look like in 5, 10, or 20 years?
   • Write a one‑sentence vision statement.

2. Identify Core Values

   • Rank the top five values that guide your decisions.

3. Set SMART Goals

   • Specific – Clear what you want.
   • Measurable – Track progress.
   • Achievable – Realistic given resources.
   • Relevant – Aligned with vision.
   • Time‑Bound – Set deadlines.

4. Break Goals into Milestones

   • Divide each goal into 3‑5 smaller milestones.
   • Assign due dates and responsible actions.

5. Create an Action Calendar

   • Allocate weekly/monthly slots for high‑impact activities.
   • Use a digital or paper planner.

6. Review & Adjust

   • Schedule a quarterly review to track progress.
   • Adjust goals or tactics as circumstances change.

Sample Worksheet

Resources

• Books – Atomic Habits, The 7 Habits of Highly Effective People
• Apps – Todoist, Notion, Google Calendar
• Courses – Coursera, Udemy, local community college

Final Thoughts

A life plan is not a rigid contract but a living document that evolves with you. Use this worksheet as a starting point, keep it visible, and revisit it regularly. The discipline of planning fuels progress, making the journey toward your biggest dreams a deliberate, empowering experience.