Life Goal Plan of Action

Goal Planning Class 101

Episode 44 Goals Form

In Episode 44 I talk about using a goal planing form. Above is the link to the form mentioned. You will also find an explanation of each section to help assist you in your goal setting exercise.


A Life Area is typically covered by one of the following but is not limited to this list. Family & Home, Financial & Career, Mental & Education, Physical & Health, Social & Cultural, Spiritual & Ethical. This is not an exhaustive list but more so a guideline. You may categories your goal in a way that helps you to remain organized best.

Current Date

This seems obvious, and it is. However the worth of placing the current date on your goal is priceless when determining your progress over time.

Target Date

Target Date is the actual date for accomplishing the goal, a forecasted date. It’s powerful because your mind doesn’t respond well to open ended requests. The target date actually makes you think in terms of what it takes to get where I want to go. When you set the target date it may be the first time you actually believe your goal is attainable.

Date Achieved

Date Achieved allows you to measure your progress and determine a sense of efficiency. For example did it take you more time then you thought or was it in less time than you thought. Keeping track of this is beneficial in terms of adjusting your plan of action on your next goal. Once you have achieved the goal be sure to circle back around and document the date it will help you going forward.

Statement of Goal

The Statement of Goal is the core of your goal planning so really narrowing it down is ideal for scoping out your action plan. In perspective, do what you can to keep it simple and direct you will be glad you did. For example, “Receive my Doctorate of Management from University of Phoenix.”

What are the benefits of achieving this goal?

If you are smart you will describe the benefits both accurately and passionately. In essence, you may even describe why you want to achieve the goal which is powerful. Keep in mind if you are not burning with desire to achieve the goal it will wash out right here and is a good gauge for you to either continue, cancel, or adjust your goal.

Possible Challenges

In this area you will sculpt out all the caveats to your attaining the goal. For instance if you are going drive across country and you don’t have vehicle or access to one then that would be a challenge you will have to work out. The more honest and detailed you are in this the better your ability to create a strategy to overcome it.

Strategies for Overcoming Challenges

Your ability to strategize over your challenges is absolutely invaluable to you. This simple practice will train you to be resourceful over time as you will begin to recognize patterns on how to get things done that may or may not be unique to you. You can always review your progress and see what worked.

Specific Action Steps for Achieving this Goal

Consider this step as rungs on a ladder. Each step places you one step closer to achievement of the goal. When you build this out you will want to make sure each step supports the next step and follows a sequential order. You can also consider this a to-do list for your goal or mini goals within your goal.

Target Date

Action Step Target Dates will be no greater than your overall goal date where each step will build on the other. This means all your steps will have dates that are after the overall goal start date and before the overall goal target date.

Completed Date

This is where you will document the date of completion of the Action Step. As you work through these steps you will notice patterns of efficiencies moving forward that give you a metric on how you may do in the future. Also this is a good way to see if you are on track for hitting your overall target date for your goal.


Affirmations are self-talk about your goal. You should create these out of your passion and desire to complete the goal. Such as, “Every day I enjoy the opportunity to study for my classes to earn the highest score I can on my course work”, “I enjoy learning new techniques of study and adjusting them for maximum effectiveness.”   

Is it worth the time, effort, and money to reach this goal?

This is really a yes or no question however if you have made it this far in your goal plan of action you are probably going to do it or you would have already stopped. Chances are you are more likely to readjust your goal than give up on it if you still are passionate about it.