Personal Development, Productivity, and Time Management Blog

Strategic Life Plan + [FREE Personal Strategic Plan Template]

Are you living a life that can become one of your best stories?

Are you traveling down the road to long-term happiness or just adapting to the changes in front of you? 

Strategic life planning is a process that’s designed to help you overcome obstacles, find your passion, and create lasting memories. 

It’s the process of setting goals, creating plans to achieve them, and prioritizing your time in such a way as to serve those goals.

Strategic life planning is the process of developing a path toward overall happiness and fulfillment. 

Using a strategic life plan as your guide can help you make day-to-day decisions about how to use your time and resources.

 The benefits of strategic life planning include helping you set goals, create a roadmap to achieving them, and determine what level of importance to place on each goal.

This article will cover some tips for preparing a strategic life plan, including a list of priorities and a purpose strategy method. This will ensure that your strategic life plan is focused on what you want to accomplish. In addition, you’ll receive a wealth of helpful information on creating a strategic plan.

What Is A Strategic Life Plan?

A strategic life plan is a roadmap for life. It’s a plan for the future, and it guides you toward creating a path of success in your career and personal life. A strategic life plan is about setting goals and following through with them so that you can live the life you want.

A personal strategic plan isn’t something that happens overnight; it takes time, thoughtfulness, and dedication to create one that works for you. But once you have one in place, it can help guide your actions over time as well as provide clarity when making decisions about where to go next in life.

In this article, we’ll discuss strategies for developing a strategy for your own happiness and fulfillment.


Why Is Strategic Life Plan Important?

A strategic life plan is important because it can help you achieve your goals, reach your potential, achieve your dreams and live a life of purpose and joy.

This plan is a tool that helps you to live a life of passion!

The reason why having a strategic life plan is so important is because it gives us clarity about our purpose in life and what we want out of it. Knowing our purpose allows us to live more joyfully because we’re able to do what makes us happy without feeling guilty about not working hard enough or not doing enough for others.

It also means that when we’re faced with difficult situations, we’re able to deal with them better because we know what’s important in our lives and how much effort we need to put into each project or activity so that it doesn’t take

A personal strategic plan is also referred to as a vision or mission statement. It describes where you want to go in life and how you want to get there. It’s a way for you to set goals and create an action plan so that you can start moving towards the life you desire.

Personal Strategic Plan Example

A personal strategic plan is a process of creating a plan for your future. This means that you will have to set some goals, give priority to those goals, and then work towards achieving them. A strategic life plan will help you achieve success and happiness in the long run.

When it comes to planning your goals, there are two main steps: organizing them into categories and prioritizing them based on their importance/urgency (or both).

For example, let’s say you want to become an entrepreneur and start your own business. In this case, we could organize this goal into the following categories:

  • Personal development (e.g., learning about entrepreneurship)
  • Entrepreneurial skills (e.g., how to manage finances)
  • Business setup (e.g., finding an idea for a startup)

Then we would prioritize these categories based on their degree of urgency or importance for us personally: for instance, if we don’t learn about entrepreneurship now but want to start our own business someday, then personal development would be our top priority because it’s necessary for achieving our goal.


strategic life plan-personal strategic plan template

Elements Of Personal Strategic Plan

  • A vision of the future: Your vision should be a clear picture of what you want your life to look like in five years, 10 years, or whatever time frame you’re comfortable with. It should be something that you can imagine and see clearly, rather than just a vague notion.
  • A goal that you want to achieve: This is the thing that will make your vision come true. It may take some time for you to figure out what it is, but once you know what it is, it will provide direction for everything else on this list.
  • A mission statement: This is a statement about why you’re doing what you’re doing (and also why other people might want to help). It’s important because it helps define your values as well as how other people should interact with you (e.g., “I’m doing this because I care about helping people.”)
  • A plan for how to achieve your goal: (including timelines, budgets, support networks, and teams). This is where most people get stuck when they try making their strategic life plan; they don’t know where to start!


How To Create Strategic Life Plan?

The best way to start developing your own personal strategic plan is by taking inventory of where you are right now. Take some time to reflect on where you want to be several years from now, how much money you want to make, how many people you want to help, and how much time you want to spend helping others. Once you have an idea of what your goals are, write them down, so they become concrete in your mind.

After writing down your goals, take some time to think about what steps need to be taken in order for you to achieve these goals. How much time do I need? What resources do I need? Do I need more education or training in order? Once again, write down any ideas that come.

Now that you have a plan for how to get where you want to be, it’s time for the next step: creating a budget. While it may seem like a daunting task at first, creating an effective budget can help you manage your finances and ensure that you’re able to make all of your goals happen.

It also makes it easier to see where your money is going so that if there are any areas where you can cut back on spending, then you can do so without worrying about getting behind on bills.


Get Your FREE Personal Strategic Plan Template


Steps To Create Strategic Life Plan

As you create your strategic life plan, these are the 7 steps you should follow:

  • Goal Setting

To be successful, you must write out your strategic life plan in detail with detailed action steps and deadlines. Without detailed goals, you have very little chance of achieving them. If you’re looking to set goals that will last, you should follow the SMART model, which stands for Specific, Measurable, Attainable, Realistic, and Time-bound. To make your plan successful, ensure your goals align with your values align with your goals.

Create a list of goals. Make sure you include all the things that are important to you and write them down. These could be long-term or short-term goals, work/life balance goals, or personal growth goals. 

Prioritize your top three goals in order of importance. Decide which of your top three most important items on the list to achieve first and how soon after writing this plan that goal should be achieved by (e.g., 1 year). Next, decide how soon after achieving that goal it will be time for another major achievement (e.g., 2 years), and then make plans for reaching those milestones as well—in other words: create your life plan!

Create deadlines for each goal listed above with specific dates for achieving these milestones in mind; try setting up some sort of reminder system, so you don’t forget about any deadlines set during this process! This way, all our hard work won’t go unnoticed 🙂


  • Breaking Down Your Goals

Break down each goal into smaller steps. Create timelines for each step that includes when you need to complete them and how much time you will spend on the task at hand.

You don’t want to put all of your energy into one goal and then have it fail. Instead, you should break down each goal into smaller steps so that if one step fails, you won’t lose sight of the other goals.

For example:

Goal: “Become a better writer” —> Step 1: Write at least 400 words per day —> Step 2: Write at least 800 words per day —> Step 3: Write at least 1,200 words per day —> Step 4: Write at least 2,000 words per day —> Step 5: Publish one article every month on Medium (or similar site)


  • Visioning

Setting a life vision is a vitally important aspect of strategic planning. You must think about the results you wish to achieve in life and ask yourself the “why” questions to get clarity on your goals. Only then can you plan how to reach them. The process of setting a vision is both rewarding and powerful. If you have a purpose for your life, you will have an easier time setting goals and achieving them.

Your vision should be specific and measurable. It should be something that is within reach if you put effort, but also challenging enough so that it stimulates growth.

Setting a life vision is a vitally important aspect of strategic planning.


  • Planning (To-Do List)

A to-do list in your strategic life plan can be an excellent running roll call of accomplishments. If you’re a busy person, your to-do list is more than likely to keep you motivated. However, writing down your small victories will give you the confidence to tackle larger challenges. You can also use your to-do list as a reminder of how far you’ve come.

If you find yourself struggling with procrastination or feeling overwhelmed by the tasks on your plate, try breaking up your goals into smaller pieces. This will help you feel like you’re making progress even when it seems like there’s nothing left to do.

 As we mentioned earlier, setting realistic goals is key for staying on track with your strategic life plan. So how do you make sure that everything is within reach? Here are some strategies:


  • Budgeting And Spending Plan

Create budgets for each step based on what you think it will cost to achieve the goal (and don’t forget about unexpected costs!). These can be financial or emotional/mental as well as monetary costs—it’s important to factor all these in!

If your goal is to write a book, then start by thinking about what it will cost you in time and energy. How much time are you willing to spend writing every day? How much time do you spend researching topics related to your book? How much energy will you need in order to stay motivated and keep writing?

If your goal is to go back to school full-time, then break down exactly how much it will cost per month in tuition fees, books, supplies, transportation costs, etc. You may also want to consider whether or not there are any other expenses involved that could affect your budget, such as childcare, rent/mortgage payments, etc.


  • Scheduling And Time Management Strategies (a system for getting things done)

Create plans for each step according to what has been outlined in previous steps; this includes which tools or resources you’ll need help with along the way.

Schedule your day. Schedule each activity in your daily life, from work to family time to exercise, and stick to your schedule. If you need help with this, try a time management app such as Todoist or Google Calendar.

Each week of the year should be planned out in detail with tasks completed on specific days of the week: Monday through Sunday.

Schedule time for working on individual projects and goals by breaking them down into smaller chunks that can fit into one week’s schedule (e.g., “Design a logo for my new business” becomes “Learn about logo design software” followed by “Pick a typeface/font for my logo” followed by “Create rough drafts of logos using different fonts/colors”).


  • Team Building (making sure you have the right people on your team)

Think about who might be able to help you reach those goals. That could be a mentor, a coach, or even someone who has already achieved success in that area. It doesn’t have to be someone famous or well known; it’s more about finding someone who has already done what you want to do and can help guide you along the way.

The most important thing is that these people share your values and have good intentions toward helping others succeed at the same time, they are helping themselves achieve their goals (a win-win situation).

When choosing those people, make sure they have time in their lives for this project and that it isn’t going to consume all of their time and energy so much that they don’t have any left for themselves or their families!

strategic life plan-personal strategic plan template

Happiness And Fulfillment.

Strategic life planning is a process of developing a path toward overall happiness and fulfillment. It’s important to have a strategic life plan because it helps you connect with your values, define what’s important to you, identify opportunities for growth and development, build positive habits that will make your goals easier to achieve, and keep in mind when making decisions about how you want to live your life.

A personal strategic plan is especially helpful when trying to navigate challenges such as career changes or unexpected setbacks like illness or injury because it gives you something solid on which to rely when things get tough.



You must have a vision of the future. Strategic life planning helps you focus on what you want to do and who you want to be in the future so that you can take action today to get there tomorrow.

Start applying these steps to strategic planning in your life today, and it will change your entire outlook. There is no cost to try it, and you have nothing to lose. I hope this article has helped you with some steps to consider as you embark on a journey of strategic life planning. Thank you for reading, and I wish you all the best on your own journey.

Meet the Author

Mo Fayez is an engineer by trade with more than 15 years of experience in management, passionate about Management coaching, self-help, and productivity. He has a passion for teaching and helping others become the best that they can be. He also enjoys training people to become more productive at work.Learn more about this blog that Mo has created in 2021, and why he decided to start this blog. If you want to send Mo a quick message, then visit his contact page here.

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