The 3 Steps to a 5 Year Plan

Studies show that people who write down their plans are 33% more likely to meet them. But it can be difficult when someone asks you the question, “Where do you see yourself in 5 or 10 years?” If you’re anything like me, this question throws you way off, so I embarked on the journey to write a 5 year plan as so many professionals suggest. My first task was to figure out what all goes into a five year plan. Your plan doesn’t have to be solely career goals. After looking at examples, I’ve concluded that pretty much everything can be placed in five groups: Career, Bucket List, Financial, Family, and Personal. My second task was to realize that you can’t really plan a five year plan, without knowing your life plan. It’d be like writing 5 chapters of a story without deciding the story’s plot.

So the first step to writing a 5 year plan: Write your life plan

Jot down all those life goals you want to achieve. Want to own your own company? Learn a language? Have a family? Write down everything and don’t be afraid to dream big. This is a whole lifetime we’re talking about after all! You can get a lot done!

Ironically, the second step to writing a 5 year plan: Write your 5 year plan

Look at everything you wrote down for your life goals. Now, what is the in-between from where you are now, and where you want to be? If your life goal feels like a far stretch from where you are now, try to think of your first couple baby steps. If you want to own your own retail store, maybe get a retail job and aim for manager! Want to be a author? Write the first draft for your first book! Everyone starts somewhere.

The third step to writing a 5 year plan: Write a Daily Plan

What can you do on a daily basis that will push you towards that 5 year goal, which will then push you towards that life goal? Grand plans don’t happen overnight, they happen in the day by day. Want to become Bilingual? That means daily practice. Want to pay off debt? Keep a budget.

Here’s an example of what it may look like when you put it all together:

5 year plan example


Seems a lot more manageable broken down, doesn’t it? If you’d like a blank template of the above example, click the thumbnail below: 5 year plan blank

And remember! If you liked it, pin it!



9 thoughts on “The 3 Steps to a 5 Year Plan

  1. Pingback: Now that I’m done, Where do I start? | So Now What?

  2. I absolutely loved this guide, pinterest suggested it to me, and I’ve written mine right away! What’s great is that putting your goals into such perspective can make you realise that they are attainable! Which is great for my anxiety, lol 🙂 Thank you so much for those tips! X

  3. Pingback: Lattes, Lilacs, & Lullabies - 5 Essential Elements of Successful Goals - Lattes, Lilacs, & Lullabies

  4. Pingback: Planning like an adult. | stellars and glaciers

  5. Hi love this 5 year plan. It’s so simpel and can help a lot. I printed it for myself and started filling it in. It will help so many people focussing on their own lifegoals. Thank you for making this.

  6. Pingback: Setting Awesome Short Term Goals – Emily P. McVey

  7. Such an awesome post! Your post was shared with me and I shared it with my {meager} audience today. Thank you for taking the time to create the template! Super useful!

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