Personal Plan Templates

This is a work in progress to provide assistance in developing a personal plan. It starts with three honest questions, each with a checklist to guide you through the process. Please feel free to copy and distribute to anyone that may find it beneficial. Send through any enhancements or recommendations for the benefit of all.

1 — Where am I now?

Start with where you are at this point in time. Take an honest look — for you, no one to impress. The more honest you are, the more it will benefit you. Consider these areas:

• Physical health
• Relationships (both romantic and platonic) — do they build you up or break you down?
• Career — your means of bringing in income
• Finances
• Location
• Spirituality
• Overall satisfaction — are you happy? How do you feel on a daily basis?
• Personality — your personality creates your personal reality

Also consider a SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats) — both your own view and how others see you.

2 — Where do I want to be?

Where do you want to see yourself in 2 years, 5 years and 10 years? Ask yourself:

• Where do I want to live?
• What fitness and health do I want to have?
• How much finance will I need?
• What kind of people do I want in my life?
• What will make me happy — and my partner?
• How do I want to feel about myself?
• What do I want to do for work?
• What role does spirituality play?

3 — How do I get there?

• Physical — weight, fitness, health markers, addictions to overcome
• Emotional — personal, marital, family & friends, trusted advisors
• Spiritual — know what you believe and why; what life means to you
• Financial — career, investments, how much is enough
• Location — short, medium and long term

Please send through any enhancements or recommendations for the benefit of all — use the contact form.