Template for Your Personal “Business Plan”

About once every one to two years, I go through a process that helps me organize my thinking about my own life.  It is the norm for most of us to run our lives by continually fixing problems.  We not only get worn down, but we don’t have the pleasure of achieving our dreams.  A friend of mine uses the term “surviving and fixing” to describe this approach to living life.  He challenges himself and his audiences to develop a “vision of excellence” regarding their own lives.  Create the vision of where you want to be and then break it down into doable steps.  I have a template that I use to develop a “business plan” for my life.  I visualize myself as a small business trying to accomplish specific goals.  Instead of having a nagging sense of not doing what I would really like to be doing, the variables are now clearly defined.  As I am writing this post, I realize that looking over my own business plan is a task I need to re-address over the upcoming holidays.  I give you below is the template that I use myself.  You could also take a more complex small business template and be more specific.

Self-Inventory Template

Overview of self today:

Core Values

  • Self
  • Family
  • Friends
  • Career
  • Finances
  • Giving back

Character

  • Strengths
  • Flaws

Skills

  • Highest (expert)
  • Strong (Competent and can contribute)
  • Moderate  (competent)
  • Light (participant)

Dreams

Where do I want to be in five years?

  • Overview
  • Specific areas
    • Self
    • Family
    • Friends
    • Career
    • Finances
    • Giving back

Action Plan

  • Each area
    • Specific steps
    • Time frames
    NH, BF