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Last Updated on May 13, 2021

How to Create a Personal Strategic Plan for Your Goals

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How to Create a Personal Strategic Plan for Your Goals

Creating a personal strategic plan is necessary to achieve your goals, so you can take action and stop wondering: how do I achieve this goal. Most companies do that, but for some reason, some talented, motivated individuals don’t. It makes no sense and yet, people broadly think about their goals but don’t create a personal strategy to achieve them.

In this article, I’m going to address that as it is one of the most critical single tasks you can do to change the course of your life.

Defining Your Personal Strategic Plan

Let’s start with the perfect example of John (pseudonym). As a child, he played football, baseball, and basketball, but he wasn’t great at any of them.At the age of 15, he tried to join the basketball team and failed. He was too short and managed to get in to carry the uniform of the star player. The story continues as he continued to practice hard, waking up at 6 am each day, and after a year finally making it to the basketball team that lost the first three tournaments.

He continued practicing even harder and eventually became perhaps the most influential basketball player of all time—Michael Jordan.

You might argue that it is definitely a combination of raw talent and hard work for athletes. Still, no one can say that without practice and working hard for years on the same goal, this hard-working individual would have never achieved his achievements.

This is why it is crucial to define your strategy and then pursue it. It cannot guarantee that you’ll become a world-class athlete, but it can guarantee that you’ll have the best chances of getting to your goals with your unique set of capabilities.

We’re going to provide you with research-based proven methods of preparing your personal strategic plan.

What Is a Personal Strategic Plan?

According to an article in the Journal of Management Research, “effective personal strategy means being able to think in multiple time frames, clarifying what one is trying to achieve over time as well as what needs to be done in the short term to get there.”[1] In other words, it means setting a vision and a plan to execute it.

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A growth mindset is essential when preparing a personal strategic plan. Otherwise, it wouldn’t be ambitious enough—and if you’re here thinking about your long term goals, it means that you likely already have a growth mindset.

According to an essay in Harvard Business Review, “individuals who believe their talents can be developed (through hard work, good strategies, and input from others) have a growth mindset. They tend to achieve more than those with a more fixed mindset (those who believe their talents are innate gifts).”[2]

The main trait that is associated with success is planning. It is sometimes more important than talent.[3]

There are many methods for building your personal strategy, and I’m going to cover some of them. They all share an understanding of a high-level vision, a sense of your values, and practical steps on how to get there.

Horizons of Focus

David Allen is one of the leading time management specialists globally with his famous book Getting Things Done: The Art of Stress-Free Productivity. One aspect of time management is the understanding of what you need to get done in a personal strategic plan.

His method includes the following horizons:

Horizon 5: Purpose and Principles

This is where you set your vision for life. Of course, this is a big thing that requires you to think about what you would be happy with accomplishing decades from now. Sub-questions are which jobs, lines of industry, impact, and legacy are you interested in.

An excellent method to examine that is by using the “five whys” process. In this simple method, you should ask yourself “why” to help you understand the real reasons for choosing your vision.

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For example, if you want to become a successful entrepreneur, you can ask yourself why that is. If the “why” is to make an impact, you can ask yourself additional questions, such as whether this is the best way to do that.

If you decide that it is, you might wonder why you want to create an impact. Perhaps it is because there is something you deeply care about.

Your vision shouldn’t be only on professional goals; it should be on every life goal you care about. A bad example would be: “To be the most successful entrepreneur ever.” It is not unique and does not address your inner wants and needs. A good one would be specific, non-generic for you and your personal goals.

By choosing a long-term goal specific for you, you can continue to the next step of figuring out how what the next few years will look like.

The second part of this horizon is principles. By choosing your principles, you can re-examine your choices and see if they amount to your expectation from yourself.

Horizon 4: Three- to Five-Year Vision

Now that you have clearly defined your goal in life as part of your personal strategic plan, you can plan the next few years. Every ambitious goal takes time to accomplish. You should plan how to get there and understand that flexibility is vital during these times, as there are a lot of changes going on.

This is when you decide on specific goals, such as a career path. If you aim to be a writer, and your goal is to become a columnist in the New York Times, what would get you there? If your dream is to start a successful startup, what can you do to learn the right things to qualify you as a leading entrepreneur?

When considering the next specific moves you should take, it is always recommended to find a mentor to consult with. This is someone you look up to and picture their life as one that you would like to have. They are usually at least 10-15 years older and successful in achieving their goals.

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What would be the next step to get you to your vision? This is not an easy question to answer, but broadly speaking, you should envision a road that can’t be 100% clear sometimes and still takes you in the right direction.

Horizon 3: One- to Two-Year Goals and Objectives

What objectives will the next year hold?

Let’s say that you chose a specific career path. Now, you should focus on the main criteria and key performance indicators that would help you get there. That may seem far from your vision, but visions are, by nature, a bit far out.

If you decided that you want to be a successful entrepreneur in five years to impact climate change positively, but you still don’t feel that you have the knowledge to do that, a first step might be working for a startup that’s doing that.

When you take a look at the first year of working for that startup, it might be a good idea to understand your job requirements and prepare to be excellent doing them. By doing that, you’re on the right path to your dream.

Horizon 2: Areas of Focus and Accountability

After learning what you need in order to plan the next few years, we’re now getting to the important daily stuff. What are the primary few things that are important for your success in achieving your goal?

This is the part when you understand your day to day responsibilities and excel at making them. Making a daily to-do list may be helpful at this stage. This is one way to hold yourself accountable when you decide on the daily steps you’ll need to take to carry out your personal strategic plan.

This is also the horizon that will help you avoid procrastination, as you’ll have a clear idea of what to do and when. If you fall into a rut of procrastination, check out Lifehack’s Fast-Track Class: No More Procrastination.

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Horizon 1: Projects

These are the open loops of your goals that need to be achieved. One example can be editing that company movie. Another might be finishing that report. It can also be personal things, such as organizing the birthday party for your brother.

You have tons of these, and every once in a while, it is suggested to ensure that they align with the higher-level goals you have.

After you add everything to your calendar, the last step is to actually get it done. You can use tons of project management systems, such as Monday, Asana, Notion, and others. In Notion, they actually have a prepared template for this suggested method.

Additional Methods

The above method is just one out of many for developing your personal strategic plan.

Another one is called V2MOM, invented by Salesforce’s founder[4]. The idea is to ask yourself five questions—some of them were also asked above—which would help you clarify your vision and get it.

The five questions are:

  • Vision: What do you want to achieve?
  • Values: What’s important to you?
  • Methods: How do you get it?
  • Obstacles: What is preventing you from being successful?
  • Measures: How do you know you have it?

Final Thoughts

As mentioned, knowing where you want to go and preparing for it has a huge impact on your success in life. That may seem obvious, but some ambitious people don’t manage their lives in a way that helps them position themselves in the best way possible to succeed. Spend a few hours thinking and coming up with a personal strategic plan to put yourself on the right path today.

More About Goal Planning Strategies

Featured photo credit: Glenn Carstens-Peters via unsplash.com

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Reference

More by this author

Yair Nativ

Yair is an award-winning serial entrepreneur passionate about the opportunities that technology offers to improve people's lives.

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Last Updated on September 27, 2021

8 Reasons Why Goal Setting Is Important to a Fulfilling Life

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8 Reasons Why Goal Setting Is Important to a Fulfilling Life

The importance of effective goal setting cannot be overstated on our personal journeys towards success. This is why there are countless articles out there on how to set your own SMART goals and even why it’s a skill commonly taught to a small degree in classrooms.

Learning the importance of goal setting and the benefits of sticking to those goals can be the defining factor determining whether we truly embrace the importance of goal setting. The more willing we are to embrace this method, the more likely we become to reach our personal definitions of personal and professional success.

Thus, this article is going to walk you through some of the benefits you’ll see from learning to set goals for yourself and answer the question — why is goal setting important?

1. Goals Guide and Align Our Focus

It’s hard to get to where you want to be in life if you don’t know what you’re aiming for. Some people believe avoiding goals means living a more care-free life. How many times have you heard the phrase “If I have no expectations, then I can’t be disappointed”?

But is that really what our lives have come to? Living just to avoid disappointment? It doesn’t seem like an overly optimistic view in my opinion. And since you’re reading this article, I’m willing to bet that you agree with me.

Without goals, we lack a degree of direction and focus. Sure you may be able to avoid disappointment, but just avoiding disappointment doesn’t mean you are necessarily happy.

Without goals, we will pointlessly waste our time, energy, and efforts. Listen to anybody who is the top of their field and they’ll tell you something like this,

“Yes talent is important, but often your success depends much more on what you decide to do with that talent.”

And what you will do with your talent largely depends on your focus.

Your goals give you direction. Your goals give you something to shoot for. This direction and target you create in your mind will help you to progress towards your main life goals rather than simply wander around aimlessly. These goals will help you align your actions and behaviors as you continue moving forward.

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So, why is goal setting important? Because it gives you direction, alignment, and purpose!

2. Goals Help You Avoid ‘Shiny Object Syndrome’

Basically, shiny object syndrome is always being in pursuit of the next big thing, constantly switching your goals based on what you feel is most fun and interesting at the given moment, but never actually giving yourself time to accomplish any of those goals.

You don’t get anywhere because you continually change the direction you are heading in. This is one of the consequences that may result if you decide to live a life without goals.

Your goals can sometimes help you to create mental barriers, or blinders, that help you to remain focused on what you think is important and avoid the things that are second priority. When you outline goals for yourself, you are better able to avoid things that distract you from achieving and accomplishing those goals.

Setting goals helps you to step around the other shiny objects because you’ve taken the time to make some mental notes that remind you what it is that you want from your life. Your goals act as subconscious deterrents to anything less than your main priorities. This is what helps you to reach your personal definition of success.

So, why is goal setting important? Because not only do goals tell you what you want from life, but they also help you realize what you need to give up and avoid to achieve that.

3. Goals Turn Our Largest Goals into Manageable Steps

A lot of us have big hopes and dreams. It’s one of the things that make our lives exciting!

But a lot of us never take the time to figure out how we can effectively get from point A to point B. So, sadly, we never fully achieve those goals. We look at our dreams and convince ourselves that only a select few people ever achieve them, so we write ourselves off as people not meant to reach that level of success. Looking at the end product of a goal can be intimidating, daunting, and discourage us from even pursuing them.

Thankfully, goal setting helps us break large intimidating goals into smaller ones. These small steps and more achievable goals will help us to build momentum and will encourage us to keep working towards the next phase of our goal. The form the foundation from which we can begin building the life that we truly hope to have for ourselves, our families, and may even for our communities depending on how big your goals are!

Whenever I get talking about this aspect of goal setting, I can’t help but think about the mountain climbing analogy, and that the easiest way to climb a mountain is simply step by step.

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So, why is goal setting important? Goal setting gives you a list of manageable steps that you can take in order to take your life from where it is now to where you want it to go both effectively and efficiently.

4. Goals Encourage You to Take Action

This builds on the last benefit of goal setting. Not only does effective goal setting help you break down your larger goals into smaller, more manageable ones, but it also encourages you to actually begin taking action on those goals. After all, a plan is completely worthless if you aren’t willing to invest the effort required to execute it.

Setting your goals and putting your plan in place motivates you to begin taking action towards achieving them. These goals give you something to plan and work towards. Essentially, they help propel you forward.

What I like to do is write out and place my goals somewhere that I’ll regularly see them. This constantly serves as a reminder of my top priorities. It allows me to focus on taking small progressive actions towards achieving these goals daily.

This ensures that I don’t fall into the trap of setting a goal, beginning to work towards it for a while, but then having my motivation fade resulting in me falling off track. This is exactly what many people see happen when it comes to their “New Year’s Resolutions.”

If you want to learn about how to take action towards achieving your goal, here’s how: How To Take Action Towards Your Goals Right Now

So, why is goal setting important? Because goal setting actually motivates you to stop thinking about your goals and actually get out there and achieve them!

5. Goal Setting Helps You Continually Improve

This is something that a lot of personal development and self-improvement writers talk about, continual improvement. For those of you who are not aware of the term, continual improvement is exactly what it sounds like — taking small steps towards improvement as frequently as you can to develop into the person you want to become.

What’s the point in improving a little bit each day if you’re not improving in the areas that you want to improve in after all?

The goals that you define for yourself will inevitably shape you into the person who you want to become. They’ll shape your character. Your goals can help you measure your progress as you strive for this type of development.

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Essentially, having goals helps you determine where you started, where you are now, and how much further you need to go. In this manner, your goal setting can serve as milestones and benchmarks that help you determine how well you’re progressing towards your most important goals!

So, why is goal setting important? Goal setting helps you make improvements each day that will slowly transition you into the person you want to become.

6. Goal Setting Keeps You Accountable

Not only does setting goals help you measure your progress, but it also is a means through which you can keep yourself accountable. Too many goals fail because they lack this crucial aspect of outlining accountability.

For example, if I have the goal to do 50 push-ups, that’s great. Most people would support that goal. However, this goal lacks accountability. When do I want to accomplish this goal by and what steps do I take to get there? These are important questions that the original goal leaves unanswered.

A much more descriptive and specific goal could be to do 50 push-ups within the next 3 months by starting at 5 push-ups, and then adding 5 each week. This goal outlines the deadline as well as the steps I’m going to take to achieve it. This plan will keep me accountable because if I fail to retain my progression schedule, I will know that I’m not going to achieve the goal on time.

Additionally, it can serve as a marker helping to signify when something is impeding my progress that I may not have initially accounted for. This tells me that I need to re-evaluate what I’m doing and figure out what adjustments I can make to facilitate my success.

So, why is goal setting important? Setting goals is key to keeping ourselves accountable and on-track towards accomplishing our goals according to the schedules and deadlines we set for ourselves.

7. Goals Make You Feel Good

Trust me, the progress you feel as you set and achieve goals can become super motivating and super addicting (in a good way)! The dopamine release you get from achieving your goals is like a little reward for our brains that continually motivates us to try and hit that next goal!

Having some clearly defined goals will help you to feel better about yourself and your life in general, especially when you stick to those goals, actively work towards achieving them, and end up accomplishing and surpassing your initial expectations. I’m not the oldest book on the shelf myself, but I can attest that there are not many feelings quite like the one you experience when you truly get on a roll!

Additionally, our goals give us an endpoint to shoot for. Rather than progress for progress’s sake, you can actually see where you’re heading! That’s so much more rewarding. Think about a long car trip as a kid. You ask “if you’re there yet?” ever 20 minutes. It seems like the drive drags on forever.

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If you don’t know where you’re going, you risk the journey becoming tedious. It doesn’t tend to be much fun wandering around aimlessly. Goals make us feel good about where we’re directing ourselves.

So, why is goal setting important? Because setting goals and accomplishing them plain and simply make us feel better about ourselves and our lives!

8. Goals Help You Live Your Best Life

I’ve talked a lot in this article about how goal setting helps us progress towards our top priorities and live the way we truly want to live. So I think it’s fit to end the article with this goal because, in the end, I feel it’s the most important one.

Setting your goals and clearly defining what they mean to you will help you live a life that is tailored to your beliefs and values. Your life will become directed towards the things that you most want to achieve.

Life is a tricky game and only in very rare circumstances are things handed to us on a silver platter. Often it takes a great degree of work, planning, and effortful execution of both.

There is no point clinging on to things in your life if they don’t bring you happiness or help you accomplish something that, in some way, aligns with your goals.

Simply put, setting goals helps us live a life that allows us to pursue the challenges and rewards that we truly want to achieve.

So, why is goal setting important? Because our time is always limited, and setting clearly defined goals can help ensure that you make the most of your life and live to the fullest! Find out more here: How to Use SMART Goal to Become Highly Successful in Life

Final Thoughts

These are just a few of the benefits of goal setting that outline why it truly is so important. If you take a moment or two, I bet that you can even think of a few more benefits yourself that you could add to this list.

If I could leave you with something, it would be this:

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Goal setting has the potential to take us to some amazing places in life because we all have talent and ambitions. To achieve your biggest dreams, you need to be willing to sit down and create a life design uniquely tailored to you that will help you achieve them!

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Featured photo credit: Unsplash via unsplash.com

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