Goal Setting Life Plan

Goal Setting Life Plan

Prepared By: [YOUR NAME]

Email: [YOUR EMAIL]

I. Personal Information

A. Basic Information

  • Name: [FULL NAME]

  • Date of Birth: [DATE OF BIRTH]

  • Address: [HOME ADDRESS]

  • Email: [PERSONAL EMAIL]

  • Phone Number: [PERSONAL PHONE NUMBER]

B. Family & Support System

  • Spouse/Partner: [SPOUSE/PARTNER NAME]

  • Children: [CHILDREN'S NAMES]

  • Primary Mentor: [MENTOR'S NAME]

  • Reliable Friends: [FRIENDS' NAMES]

II. Vision Statement

[YOUR VISION STATEMENT]

III. Short-Term Goals (1-2 Years)

A. Personal Development

  • Attend personal growth workshops: [WORKSHOP DETAILS]

  • Read at least 12 books: [BOOK LIST]

  • Improve physical fitness: [EXERCISE PLAN]

B. Career Objectives

  • Achieve promotion to [DESIRED POSITION] by [DATE]

  • Complete professional certification in [FIELD/EXPERTISE]

  • Expand professional network by attending [EVENT/CONFERENCE]

IV. Mid-Term Goals (3-5 Years)

A. Financial Stability

  • Save for a down payment on a house: [SAVINGS AMOUNT]

  • Establish an emergency fund: [FUND AMOUNT]

  • Invest in stocks/bonds: [INVESTMENT PLAN]

B. Educational Attainments

  • Complete a Master's degree in [FIELD OF STUDY]

  • Attend workshops/seminars in [SKILLSET]

V. Long-Term Goals (6-10 Years)

A. Career Mastery

  • Achieve an executive position such as [POSITION]

  • Write and publish a book on [TOPIC]

  • Become a thought leader in [INDUSTRY/FIELD]

B. Personal Legacy

  • Establish a foundation for [CAUSE/CHARITY]

  • Create a scholarship fund for [TARGET GROUP]

  • Leave a lasting positive impact on [COMMUNITY/FIELD]

VI. Action Plan

A. Monthly Milestones

Create a monthly milestone plan to monitor progress:

Month

Goal

Action Steps

Deadline

[MONTH 1]

[GOAL 1]

[ACTION STEPS]

[DEADLINE]

B. Weekly Checklist

  • Review weekly progress

  • Attend scheduled appointments/meetings

  • Take time for self-care and family

  • Update financial and career trackers

C. Daily Tasks

  • Morning exercise routine

  • Review and prioritize daily goals

  • Connect with one mentor/peer

  • Reflect on daily achievements and areas for improvement

VII. Review and Adjustments

Conduct regular reviews of your life plan to ensure you stay on track. Make adjustments as needed based on new circumstances or goals.

  • Quarterly Review: [DATE]

  • Annual Review: [DATE]

  • Review with mentor or advisor: [DATE]

Plan Templates @ Template.net