PLANNING FORMS
OVERVIEW AND LINKS


I'm attempting to put all the planning forms on one page, for easier use.

For discussion pieces and ideas on how to proceed, link to Planning Contents/Links.


This page contains Items where you can simply make your own form and label it at the top, and then fill it in.  I've put those it italics, so you don't look for the form.  Do look in the Planning Contents/Links section for ideas of what their contents should be.
                                                                                                             : 






SELECTED PLAN WORKBOOKS:

Medium Brief Plan Workbook       The Super-Quick Plan 
For the other plans, see "Plan Formats" in Planning Links.
FORMS RELATED TO GOALS

Overall list of forms

Goals Overall    

    Current year goals - master list  
    Areas of Life To Set Goals For 
    Overall Goals/Intentions For My Life 
    Key Life Goals  
        Master List of Goals  
    Outcome Goal For A Process

Mission-related
       Mission, Goals And Objectives 
           See Mission, Purpose, Calling 

By period
    Life Plan Year By Year    

Any goal
     Goal Form, One Page,  
     Goal Form, Three Pages 
     Milestone For A Goal
     Examples of Some Goals   
     Goals Obstacles 

By Area

       Operating Area Planning 
       Financial Goals   
       Material and Fun Goals  
       Personal Mastery Goals              
       Physical Goals
           - Physical Goals Complete 
                 Packet
             L.T. Physical Health Measures
                      Tracking/Monitoring Form   
       Productivity and Time
          Management Goals   
       Psychological/Spirit Goals        
       Relationship Goals       

PLANNING RELATED TO PERIOD

Planning Formats - Day, Week, Month, Quarter, Year, Events, Schedule, Tickles For Functions - How much time to do each, formats, tickles for planning and other repeating functions over the year.
 
   Ticklers for when to do what
   Daily planning
       Daily checklist  
   Weekly planning 
      Weekly Planning And Review
   Monthly planning
   Quarterly planning
   Yearly planning
   Multi-year planning - 2, 5,10, +
  
Two Month, Month by Day, 12 months - blank forms     


PROJECTS, SCHEDULES

Projects

   Projects - Timeline Charting 
  Projects, Tasks Timeline Planning
      Form   

Schedules

Overview Of The Year         
Week By Week Planning Overview - Up To Quarterly +   
Week By Hour - Blank       
Weekly "Accountability" Log - Rituals    Months By Day, 12 Month Overview,
     Month of Days    
 
WHERE I AM GOING

Dreams, ideal life
   My Dreams List - Unlimited list
   DreamBook, bucket list
   My Ideal Life Workbook      
Mission, purpose, calling, meaning
  Mission
  Vision
  Epitaph
Being, behaviors, practices, stands
  Ways of being I want
  Who I want to be, and will be
  Behaviors to adopt
  Practices to adopt
  Affirmations, declarations, stands 

WHERE I AM NOW

Where Am I Relative To Want To Be?  
Key Challenges
Barriers and limitations
Areas where disempowered
Problems, messes
What I've been tolerating, energy drains.

GETTING "THERE"

Activities, Values assigned

List Of Key Challenges  

Problem Solving
    Challenges - 20 Ideas From Self
        Quick brainstorming for any
         challenge.
    See for forms:  Problem Solving
        Process And Forms 
    The Change Worksheet - The
        Complete Process To Succeed In          Change 



ENTER FORM NAME:
(If not yet linked.)




powered by FreeFind
CREATING THE NEEDED FOUNDATION

Strengthening, creating a base

Behavior management skill - See forms in the section. 
Mind management skill -
My Philosophy Of Life     
     Key beliefs
         Clearing away false beliefs
    Values
    Motivators
Standards, credos, codes
    Standards
    Credo
        Creating A Guiding Creed
    Code of self respect
          Code For Honoring Myself
Rules, policies
    Rules
        My Rules For My Life 
    Policies
Practices
    Commitment To Develop Right
        Thinking   
In this column:

Where I Am Going
Where I Am Now
Gettting There
    Problem Solving
In this column:

Creating The Needed Foundation
Projects, Schedules
In this column:

Planning Related To Various Periods
Forms Related To Goals

If you can't open a form, download this from Microsoft:  Word Viewer.