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Last Updated on May 13, 2021

How to Create a Personal Strategic Plan for Your Goals

How to Create a Personal Strategic Plan for Your Goals
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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 July 29, 2021

A Complete Guide to Goal Setting for Personal Success

A Complete Guide to Goal Setting for Personal Success
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If there was a rule book of life, there would be one particular page that was highlighted, underlined, and titled as most important. It would be the one which told you that you need to master effective goal setting and have an aim in mind before you get on with the process. While there may not be an actual rule book of life, we do have this helpful goal setting guide to offer.

Yes, goal setting is important. In fact, it’s more important than achieving the goal itself. This is because it is the sense of direction that is needed for you to fulfill any task in life.

You don’t have to feel overwhelmed if this sounds new to you, as all the following information has you covered.

Today, you’ll find out all about the importance of goal setting, types of goals, and tips to define realistic goals for yourself!

What Are Goals?

To kick off our goal setting tips guide, you need to first recognize what goals are and how they are different from objectives, dreams, and expectations.

A goal is essentially your aim for the long-term future. It is the bigger umbrella, the main focus.

Objectives, on the other hand, fall under the umbrella of goals. They are the stepping stones that help you achieve your goals[1].

Objects vs goals for goal setting tips

    For example, you may decide you want to learn a new language. Your goal is to be fluent in the new language. Everything you do to achieve this goal, such as the daily tasks and monthly learning aims, are the objectives.

    Similarly, your expectations, visions, and dreams are not your goals. If you wish to learn a new language someday, that is your dream. If you see yourself fluently speaking multiple foreign languages, that is your vision. If you think you’re capable of learning a new language, that is your expectation.

    However, if you aim to fulfill these visions, dreams, and expectations practically, that is your goal.

    Why Is Goal Setting Important?

    Why should you bother with goal setting at all? Wouldn’t it be more convenient to just get on with your daily objectives, follow a dream or vision, and let life take you wherever?

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    While that road can feel exciting and spontaneous, if you actually want to tick off things from your list of goals to achieve, learning how to set goals is necessary.

    Being committed to a goal puts your brain to work in one specific direction. Believe it or not, by having a defined goal, your brain does its magic unconsciously, 24/7, with full efficiency, to achieve the desired results[2].

    Goal setting is important to shift your focus, boost your motivation, and give you a sense of direction. Without formally defining a particular aim that you want to reach, you won’t be able to keep your objectives in line.

    Hence, this one tiny step can end up saving you a lot of hassle and time while also encouraging your productivity.

    Types of Goals

    Before we move onto the technique of setting effective goals, we need to first take a look at all types of goals in this goal setting tips guide.

    These categories will not just help you brainstorm new one for yourself, but it will also guide you to list them down in the right way.

    Time-Based

    One of the two broad categories of goals is based on time. These goals define how far in the future you want to achieve them.

    Daily

    There are certain smaller goals that you can easily achieve in a day or two. In fact, some of these daily goals can be recurring, too. For example, you may want to run for an hour every morning.

    Now, these daily goals can also serve as objectives for a long-term goal. You may be running every day because, in the long-term, you want to increase your stamina.

    Daily goals are highly effective for people who want to improve their mental wellbeing, time management skills, and stress management.

    Short-Term

    Next in line are short-term goals. As you would have already guessed, goal setting in this area is aimed at the near future.

    The great thing about these is that they are generally easier to achieve. This is because short-term goals are set for the foreseeable future. You are aware of the circumstances and have a general idea of how much the situation can change.

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    Just like daily goals, short-term goals may also serve as objectives for a long-term goal. Your short-term goal may be to lose 5 pounds in one month. That could be a goal in itself, or maybe it is just one objective to fulfill your goal to adopt a healthy lifestyle in the next two years.

    Another example of a short-term goal is to fulfill the checklist for promotion within the next 6 months. Or, you may want to reduce your screen time within the coming week.

    Long-Term

    Lastly, we have long-term goals that are meant to be completed over a stretched period.

    Whatever you want to achieve in a later stage of life is a long-term goal. An insurance plan, for example, is a long-term goal.

    Some long-term goals don’t have any time frame at all. They are goals that you want to accomplish at some point in your life. So, something like traveling the whole world is a lifelong goal with no specific time constraint at all.

    There’s one thing about long-term goals that isn’t great.

    They are the hardest to keep up with since you’re not seeing any huge achievements regularly. This may take a toll on your motivation. To tackle this problem, it is best to divide a long-term goal into various, short-term and daily objectives so that you’re always tracking the progress you’re making.

    Life-Based

    Moving forward, you can also start goal setting based on the results you want to achieve instead of the time period.

    Career

    Like most people, you will likely want to succeed and excel in your career. Anything that has to do with this intention, regardless of the time frame, is a career goal. These are usually measurable goals, such as receiving a promotion within two years, finding a job at a certain company within the next six months, etc.

    You can learn more about how to set successful career goals here.

    Personal

    The past few years have all been about emphasizing your personal health. So, when it comes to goals, how can we forget the ones that have to do with our personal gains?

    From health to finances to relationships, everything that brings you happiness and composure as a person is a personal goal. It’s important that these are realistic and attainable goals for your life.

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    Whether you want to get rid of your debt, quit smoking, start a side hustle, have children, or travel the world, all of these goals are personal and very important to have on your list.

    How to Set Goals

    The best way to guarantee the fulfillment of goals is to set them the right way.

    1. Use SMART Goals

    Every goal you define has to be SMART[3].

    SMART stands for:

    • Specific
    • Measurable
    • Attainable
    • Relevant
    • Time-Bound

    In summary, your specific goals should be very well defined. They shouldn’t be generic or broad, and every detail should be clarified as you’re goal setting. 

    If you want to start running, how often do you want to do it? How long will each session be? For how long will you continue this habit?

    There has to be a connection between your goals and beliefs or you’ll never be able to achieve the results you want. Most importantly, do not be unrealistic. You cannot learn to fly, and forcing yourself to try is only going to demotivate and stress you out.

    2. Prioritize Your Goals

    As you’re looking into how to write goals for the next month or year, it’s likely you’ll come up with more than one. In this case, it’s important to prioritize which are the most important or the ones that have the tightest deadline. This is going to be subjective, as only you know which goals will have the most impact on your life.

    3. Think of Those Around You

    As you’re working on goal setting, keep your loved ones in mind. You may have a partner, children, or employees that depend on you, and you should take them into consideration with your goals. For example, if you set a goal to travel to 10 different countries in the next two years, how will this affect your children?

    If you want to lose 30 pounds this year, is there something your partner can do to support you? S/he will need to be made aware of this before you set off on your weight loss journey.

    4. Take Action

    Setting goals is the first step, but in order to be successful, you have to follow this with action. If you set goals but never act on them, they become dreams. Create an action plan laying out the steps you need to take each day or week in order to achieve your big and small goals.

    You can also check out Lifehack’s free guide: The Dreamers’ Guide for Taking Action and Making Goals Happen. This helpful guide will push you to take action on your goals, so check it out today!

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    5. Don’t Forget the Bigger Picture

    Most people refer to the big picture as their vision. Whether it is the long-term result or the connection of the goal with your desire, keep it in mind to keep yourself from getting distracted.

    You can learn more about creating a vision for your life here.

    I also recommend you to watch this video to learn 7 strategies to set goals effectively:

    How to Reach Your Goals

    You can ensure your progress by following some foolproof tactics. The use of relevant helpful tools can also keep you on the right track.

    Tactics

    One rookie mistake that most people make is that they work on too many goals simultaneously. Create an action plan and focus on one thing at a time.

    Divide your goal into smaller, easily achievable tasks. Taking it one step at a time makes it much easier. However, do not break them down too much. For example, for long-term goals, you should go for weekly checkpoints instead of daily ones.

    Also, keep track of your progress. This will keep you motivated to work harder.

    Tools

    With so many categories of goals and so many aims, it is almost impossible to remember, let alone work, on all of them.

    Luckily, numerous goal tracker apps will help you keep track of your goals, as well as your plan to achieve every single one. Have at least one installed in your smartphone so that your plan is always within reach.

    The Bottom Line

    In conclusion, using a goal setting tips guide is not rocket science. All that it takes is strong will power along with all the knowledge that you’ve learned so far.

    Try out the tactics and goals setting tips mentioned above to be able to set successful goals so that you can achieve the life that you want!

    More Tips on Achieving Success

    Featured photo credit: Danielle MacInnes via unsplash.com

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    Reference

    [1] Smart Insights: The difference between marketing objectives and marketing goals?
    [2] Confluence: Goal Setting Theory
    [3] University of California: SMART Goals: A How-To Guide

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