LIFE PLAN TEMPLATES
The templates below are designed to make it easier for you to create your first life plan document. We have included separate templates for a variety of software tools.
The templates are almost all identical. Simply select the one for the tool you intend to use.
Regardless of the tool you use, we suggest that you keep a copy of your current life plan in an easily accessible place, so that you can review it often.
If you want to know how to use the template, we cover that in the book, Chapters 4–6. Specifically,
- Chapter 4, “Define Your Legacy,” explains the Eulogy section of the Life Plan.
- Chapter 5, “Determine Your Priorities,” explains the Priorities section of the Life Plan.
- Chapter 6, “Chart the Course,” explains the Action Plans section of the Life Plan.
You might also want to review the example Life Plans in the back of the book, starting on p. 169 or download some example Life Plans here.
YOUR IDEAL WEEK
This tool is an Excel spreadsheet. The idea is to budget your time like you (hopefully) budget your money. You spend it on paper first. You will find instructions for using this tool in Chapter 8, beginning on p. 123. Download it here:
YOUR ANNUAL TIME BLOCK
This tool is also an Excel spreadsheet. This enables you to plan your life three years in advance. Obviously, this won’t include all the little details, but it will enable you to “put the big rocks” into your life first, so the important is not overwhelmed by the urgent. You will find instructions for using this tool in Chapter 8, beginning on p. 127. Download it here:
Note: We do not provide technical support for any of these tools. If you need assistance, you will need to contact the appropriate software developer.