Free Business Life Plan Template
BUSINESS LIFE PLAN
Prepared By: [Your Name]
I. Personal Information
A. Basic Details
|
Field |
Information |
|---|---|
|
Name |
[Your Name] |
|
Personal Email |
[Your Email] |
|
Personal Phone Number |
[Your Phone Number] |
B. Professional Background
|
Field |
Information |
|---|---|
|
Current Position |
[Your Current Position] |
|
Company Name |
[Your Company Name] |
|
Company Email |
[Your Company Email] |
|
Company Address |
[Your Company Address] |
|
Company Website |
[Your Company Website] |
|
Company Phone |
[Your Company Number] |
|
Company Social Media |
[Your Company Social Media] |
II. Vision and Mission
A. Personal Vision Statement
-
Vision: [Your Vision Statement]
B. Personal Mission Statement
-
Mission: [Your Mission Statement]
III. Short-Term Goals (1-3 Years)
A. Career Objectives
|
Objective |
Description |
Target Date |
|---|---|---|
|
Objective 1 |
Achieve a management position |
January 2051 |
|
Objective 2 |
Complete certification in project management |
December 2052 |
B. Financial Goals
|
Goal |
Description |
Target Date |
|---|---|---|
|
Goal 1 |
Save $50,000 for emergency fund |
June 2051 |
|
Goal 2 |
Invest $20,000 in a diversified portfolio |
December 2052 |
C. Personal Development
|
Development |
Description |
Target Date |
|---|---|---|
|
Development 1 |
Learn a new language |
December 2051 |
|
Development 2 |
Attend leadership training workshops |
March 2052 |
IV. Long-Term Goals (5-10 Years)
A. Career Aspirations
|
Aspiration |
Description |
Target Date |
|---|---|---|
|
Aspiration 1 |
Become a senior executive |
January 2055 |
|
Aspiration 2 |
Start a consulting business |
June 2057 |
B. Financial Planning
|
Plan |
Description |
Target Date |
|---|---|---|
|
Plan 1 |
Pay off mortgage |
December 2054 |
|
Plan 2 |
Accumulate $500,000 in retirement savings |
December 2060 |
C. Lifelong Learning
|
Learning |
Description |
Target Date |
|---|---|---|
|
Learning 1 |
Complete a Master’s degree |
December 2053 |
|
Learning 2 |
Enroll in continuous professional development courses |
Ongoing |
V. Action Plan
A. Monthly Actions
|
Month |
Action 1 |
Action 2 |
|---|---|---|
|
January |
Research certification programs |
Network with industry professionals |
|
February |
Enroll in a language course |
Start a blog about career experiences |
B. Quarterly Milestones
|
Quarter |
Milestone |
Target Date |
|---|---|---|
|
Q1 |
Submit application for certification |
March 2051 |
|
Q2 |
Reach savings goal of $20,000 |
June 2051 |
C. Annual Review
|
Review Year |
Review Date |
Review Summary |
|---|---|---|
|
2051 |
December 31, 2051 |
Completed 80% of set goals, plan adjustments for next year |
VI. Resources and Support
A. Mentors and Advisors
|
Name |
Role |
Contact Information |
|---|---|---|
|
John Doe |
Career Mentor |
[Contact Information] |
|
Jane Smith |
Business Advisor |
[Contact Information] |
B. Financial Advisors
|
Name |
Role |
Contact Information |
|---|---|---|
|
Robert Brown |
Financial Planner |
[Contact Information] |
|
Susan Green |
Investment Advisor |
[Contact Information] |
C. Personal Network
|
Category |
Name |
Contact Information |
|---|---|---|
|
Family |
Alice Johnson |
[Contact Information] |
|
Friends |
Michael White |
[Contact Information] |
VII. Contingency Plan
A. Risk Assessment
-
Risk 1: [Risk 1 Description and Mitigation]
-
Risk 2: [Risk 2 Description and Mitigation]
B. Backup Plans
-
Backup Plan 1: [Backup Plan 1 Description]
-
Backup Plan 2: [Backup Plan 2 Description]
VIII. Review and Adjustment
A. Quarterly Review
-
Review Date: [Review Date]
-
Review Summary: [Review Summary]
B. Annual Adjustment
-
Adjustment Date: [Adjustment Date]
-
Adjustment Summary: [Adjustment Summary]
