An oldie but goodie from a pre-Covid 2019. Worth a share in case it's helpful...
One of the ways I try to ground myself for the New Year is to fill out my yearly personal strategic planning chart.
I spend a lot of my time as a consultant creating strategic plans, so it's a format I'm familiar with and with a little simplification, readily lends itself to a personal plan.
While some people enjoy vision boards (which are awesome!), there’s something about a strategic plan that for me feels more tangible.
And I need tangible these days.
So below I’m sharing my personal and professional strategic planning process.
By the way, I'm still working on mine, so don't feel like you're in any way behind. Truth be told, I usually get to finishing mine around February.
My plan is be focused on five key areas of my life:
Personal – my personal goals, which focus on the intellectual and physical aspects of daily life
Family & Friends – the goals I have for my relationship with my husband, my daughter, my parents, and my close friends
My Business – what realistic and bold goals will I reach with my clients and partners
Leadership – what goals and objectives do I need to set to develop myself as a consultant and servant leader in my field(s)
Community – What are my community-centered goals focused on mentoring, advocacy work, and elementary school volunteering
Charting the plan. The less complex, the better. .
THE PLAN -
Get the Google Docs version of the chart here!
The simpler the plan, the more you will look at it, the easier it will be to achieve or at least get closer to your goals.