My Plan

…By [YOUR NAME HERE]; updated 00/00/21

CLICK HERE TO UPDATE

Vision

Succinctly define your mental picture of what you want to achieve over time.

My vision is…

Mission

Succinctly define *what* you do, *who* you do it for, and *how* you will get there.

My mission is…

Purpose

Briefly describe why you exist; your unique gift(s) to give in service to others.

My purpose is…

Values

List the principles that guide you (and your org.), like a compass for making decisions and your conduct with customers, partners and employees.

My values are…

Identity

Three or more of your qualities which are true, good and unchanging. What is your way, truth and positive affect?

I am…
I am…
I am…

Objective

One clear, specific statement regarding your objective/goal. What do you want to achieve in the near future?

My objective is…

Critical Success Factors

A short list of variables and conditions that will have a profound impact on your success.

My level of commitment is 100%.
My requisites (reasons why I must follow through)…
1.
2.
3.

Strategies

List of strategic initiatives or methods; each describes *how* you’re going to achieve your objective.

Strategy #1:
Strategy #2:
Strategy #3:

Tactics

Strategy name
Tactic 1:
Tactic 2:
Tactic 3:

Strategy name
Tactic 1:
Tactic 2:
Tactic 3:

Strategy name
Tactic 1:
Tactic 2:
Tactic 3:

Milestones

Congratulations. You rock!

 

 

Milestone; date

Update Your Plan Here

Use this form to update your Plan. Only fill-in the fields you want to update. Changes are applied within two business days.

Resources

Download the Timeline and Action Steps Document

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