Organization and Productivity

Platform Planner – A Simple Strategic Plan and Roadmap [Printable Worksheet]

This is part of the Platform Planner series.  Check out the other posts!

Platform Planner Simple Strategic Plan Roadmap

“A goal without a plan is just a wish.”

― Antoine de Saint-Exupéry

We all set goals so that we can improve our lives, both at home and at work.  And we can all agree that it can be challenging to meet those goals.  Also, how do we know if we’ve set the right goals for ourselves?

Knowing your mission statement and your core values is key – it helps you set goals that are true to your purpose and things you stand for.  And to help ensure you’re meeting your goals, you need a roadmap to keep on course.  Right after you write down your goals, immediately plotting out your tactics on a timeline would help keep you accountable, don’t you think?

What if there was a worksheet that you could use to easily capture all these things?  There is!  It’s the Simple Strategic Plan & Roadmap.

This step of the Platform Planner series will help you prepare a Simple Strategic Plan & Roadmap, making it easier to meet your goals.

  1. Print this worksheet: Simple Strategic Plan & Roadmap
  2. Cut out the blank margins and glue to page 18 and 19 of your comp book.
  3. Write in your mission statement you identified in the 140-Character Mission Statement post.
  4. Write down your core values.  You know, all the things you stand for.  Try doing a web search for “core values”.  Write the words that ring true to you.
  5. Write down your goals.  It may help to categorize your goals into sections that make sense to you.  It’s no coincidence that there are 8 lines on this worksheet – one for each of the building blocks of your One-Page Visual Business Plan (if you merge two of the sections into one).  Setting goals for each of these sections will help you set a well-rounded set of objectives.  But keep in mind that you can use this however it rings most true to you!
  6. Write in your tactics that outline the steps you need to take to complete your goals, and when you’ll do them.

If you want to leave your Platform Planner open to any page for guidance or inspiration, make it this page.  If you have been asked to participate in something or find yourself wanting to commit to a new project, see if it can serve as a tactic for one of your goals.  If so, great!  Jot it down!  If not, it will be easy for you to say “No”.

This Simple Strategic Plan & Roadmap worksheet is completely flexible and can be helpful in SO many ways.  Use it in both your personal and business life!

This is part of the Platform Planner series.  Check out the other posts!


By Angela

I'm passionate about creativity, productivity, and business. I'm a planner at heart, a small town girl, a wife and mom of two. I LOVE to make things with my own two hands.

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