It’s very, very difficult to get somewhere when you don’t know where you’re going. If you’ve decided you want to take control of the direction of your life and have an idea of where you want to be, the in-between steps must necessarily be planned to get you closer and closer to those goals.
One of the habits I require of myself is to construct a life plan that’s updated at least yearly; usually around the New Year when resolutions are a point of conversation. The idea behind it is simply ensuring that I take the time to understand what’s important, where I want to see myself and how I’m going to get there. I don’t necessarily advocate my structure above all others – it’s just what works for me at this point in time. I also don’t consider myself a failure if I don’t accomplish everything I plan every time. The important thing is getting a grip on where you want to be and how you’re going to get there. Looking at your progress every year gives you a better grip on how realistic your goals are and how much time it’s going to take to get there.
This is the way mine is laid out:
A personal mission statement, reviewed yearly. This is a basic statement of the kind of person I want to be, the values I cherish and what I consider to be my guiding principles. I relied heavily on Steven Covey when putting this together. I refer to this everytime I add or remove something from this document. This helps me to decide if what I’m adding/removing really needs to be added/removed, as well as to prioritize things.
Mine contains items like:
- My life is guided and ruled by principles. Circumstances, friends, foes, employers, society and my own emotions are influential in my life, but do not control it.
- Sacrificing one’s principles is the ultimate sell-out and an improper and unrewarding means to an end. Because I believe this, every action, decision and thought is to be filtered to determine if what I do is morally just.
- My wife and children are the most important people I will ever know. Our relationships are paramount – there are no situations in which another is greater. I will make our home a place of refuge, joy, education and integrity. I will help my children to seek independance, not entitlement.
- I will treat all men with the dignity they deserve. I will honor and lift up others whenever possible, and will seek to be the handrail on the ascent to excellence. Wherever possible, I will seek to have good relationships with all people. No one is beneath me, neither I them. I will forgive as often as I hope to be forgiven, but I will avoid allowing harmful relationships to continue unchecked.
- I will seek to be all I have the potential to be. I will be a lifelong learner. When it is feasible, I will seek wealth, acclaim, appreciation – because these things encourage and sustain. But this is not the end goal.
- Success is defined in terms of the struggle against myself. The prize is self-realization.
An extended goals section, with 5, 10 and “retirement age” goals. These are a bit more practical, outlining financial and career decisions and major accomplishments I’d like to have under my belt at this point.
Mine has things like
- Where I want to be in my career at the 5 & 10 mark
- Where I want my household income, investments, savings, etc. to be at the 5 & 10 mark.
- How I want to retire (working, second career, leisure, etc.)
- How I plan to retire that way (expenses, income, investments, savings, etc.)
- My children’s schooling and anticipated support
- Where I’d like to see my hobbies and diversions going
- Social circle and makeup – in terms of people and community
- Spiritual goals – what I want to understand, levels of discipline, levels of maturity
Accomplishments from previous year section. This is mainly to boost my morale. It’s a list of everything that went right, and any observations about why it went right.
Mine has things like:
- 30-45 mins exercise 3 times a week yielded a strength gain of nearly 15% and weight loss of 30 lbs.
- Read 14 quality books that expanded my knowledge and consciousness. Maintaining an Amazon list kept the items I found interesting throughout the year readily available when I finished a volume.
- Performed as a duo to a crowd of 600 with no hiccups. A lot of this was due to my new guitar rig which is free of the old one’s bugs.
- Purchased a robotic vaccuum that relieves me of about 30 mins work per week, or effectively, a extra day this year.
Lessons learned from previous year section. Each year I look at yearly goals that I didn’t accomplish, or things that really went wrong and try to figure out why they didn’t go as planned – and how that knowledge can help me this year.
Mine has things like:
- Did not accomplish the planned landscaping job because of timing issues. Attempting to delay this until it was convenient kept it from happening at all.
- Fell off my financial tracking in May, causing a big catchup effort in November. If I’d stayed on schedule, it was only around 15 minutes a month. Catching up in November killed an entire night I would have liked to have had for other purposes.
- Fell off my self-education plan because it was incompletely laid out. I hit a point of having to restructure the plan mid year and never got around to it. The initial structure needs to be complete before I begin, because it’s easy to lose motivation mid-stream.
Yearly goals section. Specific things I’d like to accomplish in the upcoming year. These are definite, measurable accomplishments that I think I have a fair shot at completing. I usually split these up into categories so they’re easier to track.
Mine are seperated in this manner:
- Family – items like plans for school, time planned with each other, contact with relatives, education, vacations, etc.
- Household - home maintenance, improvement, projects.
- Personal – hobbies, talents, skills, reading schedule, personal habits, fitness, spiritual, etc.
- Financial - budgets, investments, retirement planning, education planning. I also like to stick small goals like “no new cars this year”, “no new computers this year”, etc. along with budgeting.
- Social - planned outings, calls and card planning, party planning, etc.
- Career – along with the employer-supplied goals, I try to take steps toward constantly rethinking a career, making myself marketable and keeping an eye on the job market – as well as working toward plans for future careers.
- Community – church and community related participation
Finally a rough calendar where I take all of the yearly goals and loosely plan when they should occur. This has to be really general and flexible, but it does come in handy for tracking progress and pre-planning.
Of course, the approach is only valuable when it fits your situation. I’d guess when you’re a student, it’d probably be sensible to set your review times around the school year, or half year perhaps. Any planning is better than none, but the best will cover your entire life – not just the obviously measurable stats.
It works well for me – it might for you.