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How to Create a Personal Strategic Plan for Your Goals

How to Create a Personal Strategic Plan for Your Goals

Strategic planning isn’t just for organizations. A personal strategic plan can help guarantee that your career-related and other goals and actions are aligned with what matters most in your life.


A personal strategic plan is a well-thought-out strategy for reaching your objectives. The process of developing your own personal strategic plan can assist you in determining what matters most to you and defining what success means to you.


“If you don’t know where you’re going, you’ll wind up somewhere else,” Yogi Berra once said.


This post is part of my 6-Key Principles for Intentional Living series, and it walks you through the steps of establishing your own personal strategic plan. It also goes through the advantages of developing a personal strategic plan. This means getting crystal clear on what matters most to you.

What is the definition of a strategic plan?

Businesses, nonprofits, and government entities all use strategic plans. They are often a one-page document that serves as a compass for the organization. A strategic plan outlines the organization’s goals and objectives, as well as its primary focus areas and actions.

Here are six steps to create your own personal strategic plan, whether you undertake it at the start of the year or at any other period of the year.


  • Find time : You need to take a break from your daily tasks and fantasize about what you want to achieve.
  • Clarify your values : What is the most important thing in your life to you? The first few are usually easy to identify (e.g., family, health, happiness), but for the purposes of a personal strategic plan, you must dive deeper. Consider what else you actually appreciate and want to be remembered for. 

Consider leadership responsibilities in your company or community, close personal and professional relationships, increased recognition or influence, time, freedom, and flexibility, life/work balance or integration, personal growth, new challenges, wealth, service, and meaningful employment.

  • Create your mission statement : This is a one- or two-sentence written statement based on the principles you want to uphold. It’s not meant to change who you are. It’s more of a reminder of your life’s mission. Your statement is a useful reference point that you can use to direct your actions and make decisions.
  • Do a SWOT analysis on yourself : What are your personal advantages, disadvantages, dangers, and opportunities? Who could give you an unbiased assessment of your strengths and weaknesses? What is the outlook for the economy, both good and poor, in terms of your life and work?
  • Create your goals : Identify goals that match with the core values you selected before as a last stage. You may, for example, put a career-related goal on your list if you identified professional advancement or leadership chances as values. Include explicit action steps and a time frame under each goal.

Your objectives can be broad (e.g., to further my career), but your actions must be focused and time-bound (get a new job in the next three months). I strongly advise you to keep the number of goals and action stages to a minimum so that you can be realistic about what you can achieve. In a year, three or four goals with one or two action steps under each can usually be accomplished.

  • Determine what support you need to stay accountable to your plan : Finding an accountability partner, such as a coworker or close friend, can assist you in sticking to your strategy. Decide on a regular check-in time (it could be a 10-minute call every other Friday). Alternatively, set aside time weekly, bimonthly, or monthly to analyze and modify your personal strategic plan on your own.

Here are some last suggestions based on what I’ve learned from my most successful clients:

  • Concentrate on what you can control rather than what you can’t, such as the economy or what your employer does or doesn’t do.
  • Instead of focusing on what you’ll be giving up, emphasize the benefits that change will offer. Focus on improving your health rather than losing weight, for example.
  • Reduce your plans rather than overcommitting, and take tiny daily actions to make things happen.


As previously stated, knowing where you want to go and preparing for it has a significant impact on your life success. That may seem self-evident, yet some ambitious people fail to manage their life in a way that allows them to position themselves for success. Spend a few hours today thinking about and developing a personal strategic plan to get you on the correct track.

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