15 Free Life Planning Worksheets & Templates.

Do you need some help planning your life?

I have the perfect solution for you. Check out my list of 15 free printable life planner worksheets that can help you:

  • Have more focus and direction.
  • Give your life more meaning and purpose.
  • Create goals you can work toward.
  • Set priorities.
  • Have more clarity on what you truly want, and so much more!

I’m featuring several styles of planners that will help you plan for your unique needs and lifestyle.  You can download, print, and start working on planning your life today. 

I’ll also give you my tips on how to create a life plan that is in alignment with your dreams & values, and how to create goals & stick with them.

Life Planner Worksheets

What is a life plan?

A life plan is a roadmap of how you want your ideal life to look.

Its main purpose is to give you more clarity, direction, and focus. 

You can plan your life for six months, a year, 5 years, 10 years, 20 years, and even your entire lifespan, in advance.

Why is a life plan important?

Planning for the future can help you prioritize what is most important in your life so you can make decisions that will ultimately lead to greater personal happiness and fulfillment.

Whenever I was inconsistent with my life plans I always felt lost, overwhelmed, and stuck on autopilot.

This is why I want to share my top tips for success with your own life planning.

Tips on how to create your life planner:

Start with the end goal in mind.

When you’re planning your life, start with the results that you want to achieve first. 

At the early stages of life planning, you don’t have to know how you’re going to get there, you just need to know what you want and desire.

Write down your biggest dreams.

I learned from Rachel Rodgers, the author of the book, “We should all be millionaires”, that when we are planning for our life, we should dream big.

While it’s fine to have dreams that are small and achievable, they don’t spark joy inside of us as a big audacious dream would. 

So make sure you write down all of your biggest dreams when you are planning for your life and then you can plan and work out all the hows in your life planner worksheet.

Write down all of your values.

Your values are the things that are most important to you in life.  My top three values right now are my family, health, and financial freedom.  Here are some examples of values to give you some ideas:

  • Joy
  • Friendship
  • Ambition
  • Money
  • Health
  • Freedom
  • Justice
  • Family
  • Fun
  • Quality Time
  • Faith
  • Beauty
  • Creativity

Making a list of your top values will help you prioritize what is most important to you so you can focus on the things that matter most and save your precious energy and resources in the process.

You could start with a list of about 3 core values and then plan your life accordingly around them. You can always add more values and reassess your list later. 

Create SMART goals.

This is the stage where you take all of your biggest goals, dreams, and values and create a plan.

Goals are the steps that you need to take in order to create the life that you truly want.

When creating your goals, make sure you follow the SMART method.

SMART stands for specific, measurable, achievable, relevant, and time-bound.  SMART goals are the targets that you aim for when you’re planning your life goals.

Your goals will be easier to achieve when you:

  • are specific about what you want.
  • track your progress.
  • make sure your goals are within reach.
  • have the right resources.
  • give yourself enough time to achieve them.

Celebrate your wins.

Make sure you give yourself a pat on the back and celebrate your wins each time you reach a goal or milestone.

You can celebrate your wins by giving yourself a high-five, congratulating yourself, or telling yourself how awesome you are.

Celebrating your wins lights up the reward centers of your brain when you see all the progress you’ve been making and how far you’ve come in your life’s journey. 

This is important because it instills a sense of inspiration, pride, and confidence.  It acts as fuel to propel you forward so you can tackle your next goal and achieve your wildest dreams.

A list of 15 Life planning worksheets for more clarity, direction and focus.

Here is my list of life planning worksheets to help you gain more clarity, focus, and purpose and plan your ideal life. 

Dreams and Goals Life Planning Worksheet.

The Dreams and Goals Life Planning Worksheet will help you plan a life that is aligned with your biggest dreams and personal core values.

You will also identify your roadblocks, which are limiting beliefs, so they don’t hold you back from achieving your goals. 

Dreams and Goals Life Planning Worksheet

Life Goals Planner Worksheet 

This simple planner Is a great starting point for planning your life.

It will help you name your top three goals in life and list the action steps you need to take in order to achieve them.

You don’t even have to write your top three goals in life.  You can just start with your top three goals for the day and list your action steps to achieve them.

Life Goals Planner Worksheet

Areas of Life Planning Worksheet

This Wheel of Life highlights eight major areas of life.  When it comes to planning your life, you want to evaluate each area of the wheel so you can see the ones that need more focus and care. 

They are:

  1. Personal Growth
  2. Health
  3. Friends
  4. Relationships
  5. Recreation
  6. Spirituality
  7. Career
  8. Finance

This can help you create a life that feels more fulfilling, satisfying, healthy, and balanced.

Areas of Life Planning Worksheet

Eisenhower Matrix 

The Eisenhower Matrix can help you plan your life by separating your tasks and ranking them from most important to least important.

Rumor has it, President Eisenhower created this matrix to help him make important decisions.

As you can see, the Matrix is divided up into four categories.  They are:

  1. Do first
  2. Schedule
  3. Delegate
  4. Don’t do 

You can write down your most important and urgent tasks accordingly.  List your most important tasks first from the “Do first” section.

The tasks under “Schedule” can be done later.  The tasks under “Delegate” can be handled by someone else.

 Lastly, the tasks under “Don’t do” can be eliminated.

Eisenhower Matrix

5-year planner worksheet. 

The 5-year planner worksheet allows you to visualize your life and lay out a long-term road map to follow.  

5 Year Life Planning Worksheet

Yearly life planner worksheet.

The yearly life planner worksheet allows you to write out your big goals for the year so that you can see them all at a glance.

Yearly Life Planner Worksheet

Quarterly Matrix Planner.

The quarterly Matrix allows you to schedule and assess your life every 3 months.

This is my favorite way to plan my life because it’s not too long and gives me enough time to execute and assess my goals 4 times a year.

It is similar to the Eisenhower Matrix in that you divide all of your tasks from most important and urgent to least important and urgent.

You can also take all of your yearly plans and place them into the Quarterly Matrix so that you can prioritize them accordingly.

Monthly life planner worksheet.

The monthly life planner worksheet allows you to look at all of your important tasks, goals, events, etc, for the entire month.

When I make my monthly plans, I like to look at my quarterly goals and then plan my life around them.

Monthly life planner worksheet

Weekly life planning worksheet.

If you feel like planning your life on a weekly basis, then the weekly life planning worksheet is perfect.

Just remember not to schedule too many tasks each day and make time for your self-care and enjoyment. 

Weekly life planning worksheet

Daily Life planning worksheet.

The daily life planning worksheet is great if you are the type that likes to write down all the little details of your day.

It’s also good for keeping your day organized and flowing smoothly if you have a busy schedule. 

Daily Life planning worksheet

SMART goals planner worksheet.

Remember when I suggested the SMART method for creating goals?  This worksheet will help you manage your goals so they work for your specific needs and lifestyle.

SMART goals planner worksheet

Purpose in Life Planning Worksheet.

The purpose in life planning worksheet uses the principles of Ikigai, which is a Japanese concept of finding meaning in life by finding your purpose in life.

Your purpose in life is the reason why you do the things you do. It helps to have a purpose in life to keep you going when things get tough.

Write down your passion, mission, talent, and profession.  Then write down the things that encompass all of these elements under the “Purpose” section.

Purpose in Life Planning Worksheet

Self-care planner worksheet. 

Taking care of yourself is very important, especially if you have other people depending on you.

Some of us don’t prioritize self-care, even though we know that taking good care of ourselves is beneficial to our health and to the well-being of others.

This planner will help you set goals for your health and wellness so you can prioritize your personal needs and live a happier and healthier life.

Self-care planner worksheet

Vision board worksheet.

A vision board is a fun and creative way to plan for your life.  I make one at the start of every year to help visualize and manifest what I want to happen.

I like to take old magazines and cut up pictures and words that appeal to me and paste them onto my vision board.

You can even take pictures from the internet, screenshot them, and paste them onto a document as your vision board.

Vision board life planning worksheet

Financial life planning worksheet.

Money is something that most people don’t want to think about, regardless of if you have a lot of it or just a little bit.

But if you’re not planning how to spend your money each month or on a regular basis, you run the risk of running out too soon.

This worksheet will help you keep track of and organize your money so you can keep your financial life in order.

Financial life planning worksheet

A few more tips for Life Planning.

Don’t get too attached to the outcome

When you’re planning for your life be sure not to stay too attached to the outcome. It’s normal to want your plans to come to fruition.

But this mindset only sets you up for disappointment.  I would suggest being fluid with your life plans.

Lay out all of your big life dreams, work toward your goals, and then let go of control.

Embrace imperfection.

Another tip I want to share is to embrace imperfection when it comes to planning your life.

Perfection kills progress.  I would know because I used to have this mindset and it kept me in constant fear of making mistakes, looking like a fool, and taking action.

Life planning can look linear on paper but remember that life itself is full of surprises and unexpected twists and turns.

Embracing imperfection while you’re working through your life plans can keep you from going down the rabbit hole of self-criticism, self-judgment, and staying stuck.

The Takeaway.

Having a life plan is important because it gives you more direction, focus, and clarity in life.  

A life planning worksheet is a great way to keep track of all your big dreams and goals in life.

It is a simple tool to help you manage and organize your life so that you can focus on the things that matter most and ultimately live your life with more meaning and happiness.

I hope you found the life planning worksheets and tips helpful. Please let me know what you think in the comments!

Christine Songco is the creator of Third Bliss and is passionate about helping others thrive holistically by finding their purpose and living life with more authenticity and joy. Christine has been featured in WebMD, Thrive Global, Authority Magazine, Philips Lifeline, Owl Guru, and The Lifestyle Blogger UK.

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