Creating a 5-year plan

I was surfing the internet with an idea running at the back of my head on a late Wednesday night. At this point, I should be switching off all my devices and heading to bed. And, in the strike of luck, my youtube feed introduces me to an individual named Hannah Witton. Exploring the content of a 23-minute long video called ‘How to create a five-year plan’. I ended up watching that video for two reasons to create my template of a five-year plan and secondly have more control on materialising my goals into an actionable objectives.

I firstly began answering the following six questions and I called it the ‘Overview’. You’ll find out later why I did this.

What questions should we be asking while creating a 5 year plan?

  1. What do I want to change this year? – this question can be answered broadly or specifically. This is a direct reflection of how life would be better in the current year.
  2. Where am I living? a presumption to see if you’re still living in the same home. If you see yourself moving the next five years – write it down.
  3. How do you want to get better this year?  This is a major part of goal setting. As a realistic goal, you could include – setting good sleeping habits or being on a specific diet.
  4. What steps do you need to take to achieve financial security? Whether that be working to acquire a promotion or a salary increase.
  5. What are some fun things you want to do this year? set realistic vacations or learn a new skill.
  6. What goals do you have for a family? If you’re single and want to start a family – start planning now.

These are a default set of questions hence they may not apply to everyone. But, it’s imperative to start answering these questions to create an overview of the year. By focusing on the six categories stated below, you can position yourself by grouping your goals into actionable objectives. It’s quite simple to set up and I’ll show you how I’ve achieved this.

What categories to focus on while creating a 5-year plan?

  • Personal
  • Career
  • Financial
  • Home
  • Fun
  • Relationships

My plan is structured to focus each year individually and for this post, all the examples will be ‘made-up‘. If you wish to adapt to a similar plan, by all means, give it a shot. I will be extremely pleased to hear if you found this template to be effective arsenal in your goal setting. So do comment down below.

Structuring a Five-year plan

My 2020 dashboard

It’s quite simple and more importantly, it does the job. Couple of things to point out:

  1. Overview of the Year: I use this section to answer all six questions. I dissect those questions to list my goals for the year.
  2. Date: The reason I used a ‘date’ property is to assist me in documenting the completion of each goal, something to remind me of what I’ve achieved in that year. An excellent way to remember your accomplishments. Another use with the ‘date’ property it allows me to apply the Parkinson’s law for some of my goals.
Overview of the goal

It’s easier to state a goal, but it’s important to implement objectives around that goal to remove any undue hesitations. And, the way I tend to accomplish this is through brainstorming and being extremely specific with any potential questions. By asking questions you’re positioning yourself to the path of least resistance and answering those questions brings you closer to your goal. So guys, if you found this template helpful by any means, maybe consider trying out for yourself and subscribing to my content.

P.S. This template has been created on Notion.

Photo by Isaac Smith on Unsplash

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I am a writer and a graduate engineer working in Leicester, UK.

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