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PersonalStrategic Planning
Guide(Supplemental Workbook to Online Course)
Developed by
AMY S. MORGAN, MSC
Copyright © 2016 Amy S. Morgan, MSC
All rights reserved.
CONTENTS
1 What is a Strategic Plan and Why Have One? 1
2 What Is Your Mission Pg 3
2a Writing Your Statements Pg 5
3 Starting Point Pg 9
4 Bridging The Gap Pg 11
5 Setting Goals Pg 13
6 Measuring Goals Pg 17
7 Notes & Thoughts Throughout the Year Pg 19
8 Year-End Summary Pg 47
4
1 WHAT IS A STRATEGIC PLAN AND WHY HAVE ONE?
2 WHAT IS YOUR MISSION?
2A WRITING YOUR STATEMENTS
Below, brainstorm – there are no bad ideas here – and write down any key words orphrases that answer the questions a mission statement answers -- What (what am I here todo?), Why (why am I doing it?), For Whom (who am I doing this for?) and include Value(what value does this bring?).
Examples: These may be things like “financial stability,” “good parent,” “strong leader,” etc.
Now try grouping your words/phrases with others that are similar, develop a topic keyword foreach grouping, and write those group topic names below:
Examples: These may be group topics like, “philanthropy,” “finance,” “spirituality,” etc.
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Now, use your keywords and topics to brainstorm 4-5 possible vision statements – these are yourlong-term statements of how you would like to see yourself over the longer course of your future.
Now edit, revise, and rewrite the above brainstorm statements into your final vision statement:
Repeat this process for your mission statement – this is your short-term-future statement answering thepurpose questions – brainstorm here first:
Now again edit, revise, and rewrite the above brainstorm statements into your final mission statement:
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REWRITE YOUR STATEMENTS HERE – YOU WILL WANT TO BE ABLE TO SEE THESE EASILYAND REFER BACK TO THEM OFTEN.
Vision Statement:
Mission Statement:
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3 STARTING POINT
Using the brainstorming method, write some keywords, phrases, etc. on the left-hand side thatdescribe where you are currently.
Now assemble the brainstorming notes from the left side into a “current situation” statement, below:
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4 BRIDGING THE GAP
List here the STRENGTHS that you bring to this plan (what traits or tools do you havethat will help you reach your goals?):
List here the WEAKNESSES that you bring to this plan (what personal weaknesses doyou have that may make reaching your goals more challenging?):
List here the OPPORTUNITIES that you may experience from external sourcesthroughout your plan (what opportunities from the outside may help you reach yourgoals?):
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List here the external THREATS that you may experience throughout your plan (whatdifficulties, challenges or roadblocks may come your way while you are working onreaching your goals?:
Summarize your SWOT points in the diagram below for easy reference:
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5 SETTING GOALS
1. SPECIFIC2. MEASURABLE3. ACHIEVABLE4. RELATABLE5. TIMELY
Now, using your own current status, mission statement, and SWOT analysis, let’s setgoals for building the bridge to get you from one side to the other.
Brainstorm your goals here – don’t worry so much about the SMART aspect yet, justwrite down what goals you think you’d like to set for this year:
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Now take those goals and rewrite them in SMART format – make sure to use thechecklist against each goal:
1.
If this goal would benefit from being broken down into smaller goals, list those here:a
b
c
2.
Smaller goals:a
b
c
3.
Smaller goals:a
b
c
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4.
Smaller goals:a
b
c
5.
Smaller goals:a
b
c
6.
Smaller goalsa
b
c
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6 MEASURING GOALS
Use the chart below to create an at-a-glance milestone checker for your main goals andsmaller goals. Use the number and letter of the goal to fill in the chart, like you see in thisexample:
Use this basic chart, or create your own with more specific dates within each month, etc.
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For accountability, use this checking system to mark goals you accomplished and thosefor which you encountered delays:
Goal Goal Date Accomplished Delayed Until Cancelled
11a1b1c
22a2b2c
33a3b3c
44a4b4c
55a5b5c
66a6b6c
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7 NOTES & THOUGHTS THROUGH THE YEAR
The following pages are for you to keep these notes throughout the year. Remember,you will want to continue to refer to your mission statement and your goals on a regularbasis to keep you on track.
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JANUARY
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FEBRUARY
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MARCH
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APRIL
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MAY
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JUNE
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JULY
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AUGUST
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SEPTEMBER
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OCTOBER
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NOVEMBER
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DECEMBER
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NEXT YEAR PLANNING NOTES:
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8 YEAR-END SUMMARY
Use this space to summarize your goals and progress for this past year, makingspecific notes about what you expected and planned vs. what really happened. Using thisinformation will help you create a stronger plan for the new year.
What I planned to happen:
What actually happened:
What I want to repeat / what worked well:
What didn’t work / what I wouldn’t do again:
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Other summary thoughts about this past year:
Which goals I am particularly proud of accomplishing:
Which goals I did not accomplish but still plan to achieve:
What specific tools do I need to acquire before being able to accomplish new goals:
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