Have you ever sat down and created a plan for your life?
Whether you’re a planner or not, this exercise is so beneficial for a few reasons:
- It helps you to gain perspective of where you are at the moment
- It helps you to figure out the direction you want to go in next
- It helps you to think long-term, so you don’t have a situation where years have gone by and you’re stagnant
- And my favorite reason… It gives the Universe something to work with when you set powerful intentions for your future
You don’t need to turn it into an in-depth sit-down and figure out every detail of the process unless that’s what you want. It can be light, exciting, and done with playfulness (which is how I recommend you approach it). So block out some time in your diary, put your feet up, grab a hot drink, an empty journal, and a few colorful pens, and get to it. Use the steps below to guide you on how to create a 5-year life plan, and let me know if it helps!
STEP 1: IDENTIFY YOUR VALUES
Before you start dreaming about that beautiful vision, you need to identify your values and what’s important to you. Think back to what your priorities are and what you can’t live without. A value is a state of being. When you start to make decisions around aligning with your values, you move forward on the path that you’ve chosen for yourself.
STEP 2: RANK YOUR CURRENT LIFE AREAS
This is so important, but so many people skip this step. Before you plan anything, you need to decide how you feel about your life areas at this point in time. So open your journal and write down all 8 of your major life areas:
- Physical health & well-being
- Fun & Adventure
- Personal Development
If you have any other areas you want to add, do that too. Rank each area on a scale of 1 to 10. 1 Being completely unsatisfied and 10 being completely satisfied with that life area. Once you’ve done this, you can mark which areas you want to focus on first. This is so helpful to spotlight where your energy should be focused instead of feeling all over the place.
STEP 3: DECIDE WHAT YOU WANT
Where do you want to be? Which city do you want to live in? What kind of house would you like to live in? Do you want somewhere beautiful near the beach, or somewhere in a gorgeous little town with Saturday markets? What kind of career do you want to have? Will you be an established entrepreneur or a digital nomad? Do you want to work for a Fortune 500 company or spend your days comfortably in a family-run business? What about traveling? Maybe a beautiful Island in the Maldives or to see Times Square in London? What about Disney? What do your finances look like in 5 years? Are you completely free from debt? Do you have a nice little nest egg saved up? And how do you want your family, social and partner relationships to look? Are you wanting to have the wedding of your dreams? Or to welcome a new baby into your home? Do you want to start a new relationship? Would you like your family to finally start spending Christmas together every year? Use your imagination with this step. And place them under those life areas we talked about in the previous step.
STEP 4: RANK WHAT YOU WANT UNDER SHORT, MEDIUM, AND LONG-TERM GOALS
Now that you’ve decided what you want and classified them under those 8 big life areas, you need to decide what’s the most important. Maybe traveling to see Disney isn’t as important as changing your career at the moment. Maybe you want to improve your money and finances before even settling down in a home. Divide them into short-term, medium, and long-term goals. And use this timeframe as a guideline:
- Short-term: 1-2 years
- Medium: 2-4 years
- Long-term: 3-5 years
STEP 5: DEVELOP AN ACTION PLAN
Once you’ve done this, you can spend more time getting specific in your goals. You can go into more detail about what resources, behaviors, and outcomes you’re going to need to get to each of those goals. If you’re anything like me, it will feel better to focus on one thing at a time. I love planning year-long goals and getting into detail one at a time, just so I don’t get overwhelmed or feel lost. Having a rhythm to return to is pivotal for me during the year when life happens and we tend to lose focus on what it is we want. I hope these steps on how to create a 5-year life plan help you to come up with an amazing one for yourself.
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