Overview:

This is a work in progress to provide assistance in developing a personal plan and avoid navigating life on autopilot. This section will start with three questions each with check list to help with guidance through the process. Please feel free to copy and distribute to anyone that may find them benificial. Please send through any enhancments or recpomendations for the benifit of all.

  1. Where am I now?

  2. Where do I want to be

  3. How do I get there

Once these questions are answered. Links to templates to capture your plan will be provided shortly

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 the more it will benefit you.

Some common areas to look at are:

  • Physical health

  • Relationships (both romantic and platonic) build you up or break you down

  • Career (or, if you dislike the word ‘career,’ your means of bringing in money)

  • Finances

  • Location (where you live)

  • Spirituality

  • Overall satisfaction

    • Are you happy?

    • How do you feel on a daily basis?

      • Anxious? Excited? Motivated?

  • Personality

    • Remember, your personality creates your personal-reality (get it?), so it’s important to make sure you are satisfied with your personality.



While creating this list, think of the things which you feel you have succeeded at or are on top of. Also, examine which areas in your life you may feel could use some work/attention. Are there some imbalances that need to be recognized?

Perhaps you have an amazing career, but your personal relationships are a bit heavy. Or, perhaps you are very spiritually connected and your personal relationships are great, but your finances could use some help.

This may be a difficult process, pulling everything you don’t normally like to think about to the surface; however, it is essential for your personal growth to be aware of the areas in your life that can be improved.

SWOT (Strengths Weakness Opportunities Threats) Analysis, internal and external. My view and others view of me.

2 - Where do I want to be:

Where do you want to see yourself in 2 years, 5 years and 10 years from now. Ask yourself these types of questions:

  • Where do I want to be?

  • Where do I want to live?

  • What fitness do I want to have /keep? Physical shape, looks, health?

  • How much finance will I need?

  • What kind of people do I want to have in my life?

  • What will make me happy, what will make my partner happy?

  • How do I want to feel about myself?

  • What do I want to do for a jobTake an honest look, for you, no one to impress, the more honest the more it will benefit you.

  • Some common areas to look at are:

  • Physical health

  • Relationships (both romantic and platonic) build you up or break you down

  • Career (or, if you dislike the word ‘career,’ your means of bringing in money)

  • Finances

  • Location (where you live)

  • Spirituality

  • Overall satisfaction

    • Are you happy?

    • How do you feel on a daily basis?

      • Anxious? Excited? Motivated?

  • Personality

    • Remember, your personality creates your personal-reality (get it?), so it’s important to make sure you are satisfied with your personality.

  • While creating this list, think of the things which you feel you have succeeded at or are on top of. Also, examine which areas in your life you may feel could use some work/attention. Are there some imbalances that need to be recognized?

  • Perhaps you have an amazing career, but your personal relationships are a bit heavy. Or, perhaps you are very spiritually connected and your personal relationships are great, but your finances could use some help.

  • This may be a difficult process, pulling everything you don’t normally like to think about to the surface; however, it is essential for your personal growth to be aware of the areas in your life that can be improved.

  • SWOT (Strengths Weakness Opportunities Threats) Analysis, internal and external. My view and others view of me.

3 - How do to get there:

  1. PhysicalWrite your text here...

    1. Weight fitness

    2. Cholesterol, BP, Glucose etc prepare for when it matters...

    3. Addictions to avoid/overcome (e.g. Sugar, Caffeine, Nicotine, Alcohol, etc.)?

  2. Emotional

    1. Personal

    2. Marital

    3. Family & Friends

    4. Trusted advisors

  3. Spiritual

    1. Know what you believe and why you believe it, even if nothingWrite your text here...

    2. What life means to you

  4. Financial

    1. Career

    2. Investments

    3. How much is enough

  5. Location (not a means to happiness)

    1. Short

    2. Medium (what time is that)

    3. Long term

Personal plan templates

https://assets.zyrosite.com/YleWkZKBW2hZ7Qvk/personal-plan-template-YNq2WQVZ9qtQExBn.pdf