13 5-Year Plan Templates & Worksheets for 2024

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Need some help in achieving your dreams?

If so, you might consider using the right goal-setting tools to create the life you want.

A five-year plan can change the way you set goals and help you find success.

To help you get started, we are sharing a collection of templates and worksheets to give you inspiration for creating a five-year plan template for yourself.

The Main Advantage of Having a Five-Year Plan

A goal without a plan is just a wish,” said French writer Antoine de Saint-Exupéry, author of the book The Little Prince.

Whether you’re thinking about developing your skills, beginning a project, or embarking on a new career path, having a five-year plan is the roadmap for achieving your goals.

Unlike a one-year plan, a five-year plan gives you ample time to do the proper groundwork and lay a strong foundation for what you want to achieve.

In addition, unlike a 10-year plan, a five-year plan gives you just the right amount of urgency to achieve your goals.

Delaying something you want to accomplish for a very long time often results in complacency and procrastination. It makes you forget the urgency of what you’re striving for.

A Quick Guide to Creating a Five-Year Plan

Worksheets and templates are quite useful when formulating a five-year plan. Prior to filling out your template, however, you need to consider and write down several important things:

  • Identify your goals.
  • Determine why you want to pursue these goals.
  • Ask yourself, “Do I have the necessary skills or resources to achieve these goals within five years?
  • Research possible ways to achieve your goals within the next five years.
  • Break down your major goals into actionable monthly and annual goals. These smaller goals are the springboard for achieving your major goals.
  • Review your goals regularly. Revise as necessary and keep the processes that are working well.

Read on to check out the list of templates we have prepared for you.

1. The 5-Year Career Plan

This template is simple and effective, making it ideal for creating a five-year career plan.

It has space near the top of the page for stating your dream job.

In addition, there are corresponding spaces for writing your plans for the next five years. For every year, you can write your action plan on how to tackle your annual goals in three major aspects of your professional life:

  • Skills
  • Education
  • Networking

2. Botanical Theme Future Life Plan

This botanical-themed template provides space for formulating your plan for a perfect future.

It has a column for a number of different timeframes, starting at the six-month mark.

There are also columns for specifying your exact vision, as well as a “How” column where you write down your plans for achieving this vision.

3. 5-Year Goal Plan  

This template is divided into 4 sections. The first section has 2 boxes where you can indicate, respectively, the start date of a goal and its date of completion.

In the next section, space is provided where you can write down your major goal and a few sentences of why it’s important.

The next section features 2 columns. In the first, you can write your action plans for your major goal. The second column is where you write the things that will help you achieve your goal.

In the last section, you can identify possible obstacles, as well as specify the reward you’ll receive for achieving your goal.

4. Life Plan Brain Dump  

This template serves as a brain dump for all your plans and ideas, allowing you to brainstorm your 5-year plan different areas of your life.

It has designated boxes for writing down specific goals in 1-year intervals for up to 5 years on the following areas of your life:

  • Social /Family
  • Money
  • Career
  • Health    
  • Travel

[Get inspired to create the life you want by checking out these awesome examples of life goals.]

5. Simple Long-Term Planning  

This template is designed to plan out your long-term goal and brainstorm supportive short-term goals to help you achieve it.

The template has more than enough space on the upper half of the page for writing out the details of a long-term goal. Meanwhile, the lower half portion has space dedicated for writing your action plan.

This involves listing down the specific short-term goals in support of the major long-term goal. There is a column featuring spaces for writing the due dates of each goal and also a bullet to tick once you’ve accomplished the goal.

6. Goal Setting Bundle  

This five-year planner bundle has everything you need to start creating the perfect life you envision for yourself.

It is designed to organize and improve your life while you stay on track with your goals.

The bundle contains seven pages, with templates for the following:

  • The Importance of Goal Setting (Introduction and instructions for using the planner)
  • I’m Grateful For (A writing exercise that develops a sense of gratitude)
  • My Goals, My Vision For The Future (Envisioning your 5-year goals for different areas of your life)
  • Take Action (Brainstorming a course of action for achieving your goals)
  • My Why (Finding your purpose)
  • Share (Writing exercise for identifying people to share goals with)

7. Planning Made Simple  

This template offers sufficient space for identifying your long-term goals and making them your priority. It features a writing prompt for a specific action plan to take when you’re feeling discouraged in the pursuit of your goals.

In addition, this template has spaces allocated for identifying and writing down 5 specific goals that allow you to achieve your main goal. Along with this are spaces for writing action steps for accomplishing each minor goal, as well as putting date when it’s going to be accomplished.

8. Thinking Through a Long-Term Dream

This template was designed by an accredited goal-setting coach and allows you to create a plan for realizing a major long-term goal.

It features a very detailed approach to accomplish your goal.

This template provides a huge amount of space for writing down your specific goal. There is also space allocated for writing down the projected date of completion.

In addition, there are spaces for:

9. 7 Areas of Life Goal Worksheet  

This simple yet effective template helps you create a five-year plan for different areas of your life.

There are columns for writing down your short-, medium-, and long-term goals for the following categories:

  • Social
  • Family
  • Health
  • Career
  • Financial
  • Learning
  • Character

10. Life Goals for Adulting

It’s not always easy to be a responsible adult. [Here are some adulting tips if you’re feeling stuck.]

For young people, this template is great for helping organize their lives and clarifying their long-term plans.

This template features three columns for three types of major goals, namely:

  • Life Goals
  • Five-Year Goals
  • Daily Goals

For every column, spaces are provided for writing down goals in the following categories:

  • Career
  • Bucket List
  • Financial/Equity
  • Family/Social
  • Personal

Meanwhile, this post can help if you need some quick and actionable tips for organizing your life and keeping it organized.

11. My Life Plan Template

According to an article published in Time, having goals is one way of becoming more satisfied with life.

Here is a five-year template that has been designed to increase your level of life satisfaction.

It is quite detailed and provides prompts for a thorough reflection of what you really want out of life.

Some things you need to write in this template include:

  • Your life’s motto
  • Long-term goals
  • What you must achieve this year
  • What you must achieve in five years’ time

For the long-term goals and five-year plan, the template has spaces where you can write your reflections about what’s working and what’s not in your overall plan.

12. Your Strategic Future By Design

If you’re looking for a pink-themed template, this one is worth considering. It has spaces for writing up to five major goals.

For each goal, the template provides columns for identifying:

  • Where you are right now (your current situation)
  • Where you want to be (goals, dreams, ambitions)
  • How you can get there (essential steps you need to take to fulfill your goals)

13. A Life Plan Worksheet  

This worksheet allows you to plot out a long-term plan for different areas of your life to get you started in living the life you’ve always wanted.

It has 8 sections where you can write down your goals related to:

  • Finances
  • Career
  • Physical Health
  • Mental Health
  • Spirituality
  • Relationships
  • Home
  • Recreation

Aside from seeing your plans come to fruition, it’s wonderful to have something tangible to look forward to when you accomplish your goals.

You can take note of specific rewards for accomplishing each of your goals. If you need inspiration, check out amazing Ways to Reward Yourself for Reaching Your Goals.

Final Thoughts on Using a Five-Year Plan Template

A solid plan for achieving your goals gets you much closer to success.

By carefully breaking down your plan into manageable goals that you can achieve annually, you’re well on your way to living the life you’ve always wanted.

We hope that this collection has given you inspiration, and that you have found a five-year plan template that works for you.

All the best with your plans!

Finally, here are some additional resources about goal-setting that you might want to check out:

5 year plan template | 5 year plan template free | personal 5 year plan template word