Life Planning Worksheet – Build Your Big Plan
Your Personal Life Planning Worksheet
A clear, structured worksheet is a powerful tool to turn ambitious dreams into actionable steps. Whether you’re setting career goals, planning a family, or mapping out personal development, this worksheet helps you break down your Big Plan into manageable pieces.
1. Vision Statement
Start with a concise vision of what success looks like for you. Write a short paragraph that captures the essence of the life you want to create.
Example: I envision a balanced life where I thrive professionally, nurture deep relationships, and maintain physical and mental well‑being.
2. Core Values
Identify the values that will guide every decision. List at least five.
- Integrity
- Growth
- Compassion
- Innovation
- Freedom
3. Long‑Term Goals (5‑10 years)
Break your vision into three major long‑term goals. Use the SMART framework: Specific, Measurable, Achievable, Relevant, Time‑bound.
| Goal | SMART Criteria |
|---|---|
| Career Advancement | Reach senior manager role by 2030 |
| Health & Fitness | Run a marathon by 2027 |
| Financial Independence | Net worth $500k by 2035 |
4. Short‑Term Milestones (1‑2 years)
For each long‑term goal, outline short‑term milestones that act as stepping stones.
- Career: Complete leadership training, lead a cross‑functional project.
- Health: Join a local running club, schedule quarterly health check‑ups.
- Finance: Set up automatic savings, create a budget spreadsheet.
5. Weekly Action Plan
Turn milestones into weekly actions. A simple table can keep you on track:
| Week | Action | Deadline |
|---|---|---|
| 1 | Update LinkedIn profile | Day 3 |
| 2 | Register for leadership course | Day 7 |
| 3 | Schedule workout | Day 5 |
6. Reflection & Adjustment
Allocate time each month to review progress. Ask yourself:
- What worked well?
- What obstacles appeared?
- How can I adjust the plan to stay aligned with my vision?
Use a journal or digital note to record insights and tweak goals accordingly.
7. Accountability Partner
Share your plan with a trusted friend or mentor. Regular check‑ins keep motivation high and provide perspective when challenges arise.
Tip: Schedule a monthly “progress call” to discuss wins, setbacks, and next steps.
Ready to start? Print or download this worksheet, fill it out, and keep it in a visible place. Revisit it regularly – your Big Plan evolves, and so should your roadmap. Happy planning!