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  



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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.
PLAN FORMATS,

These are the bigger plan formats to use.  Link to them from Planning Contents/Links

  Long Term Plan, Contents Table 
  The Life Plan
  Creating Your LifePlan
  LifePlan Notebook Set Up  
  Example Plan 
  Medium Brief Plan Workbook  
  Business Plan Outline  
  Components Of Any Plan  
  My 100+ Dreams List - Simple to 
  start from, wide open