5-Year Plan Worksheet

Year

Goal

Action Steps

Resources

Challenges

Strategies

Year 1

Example: Improve physical health by exercising regularly.

1. Join a gym or fitness class.  

2. Set a workout schedule.

3. Consult a fitness trainer.

Gym membership, workout clothes, fitness tracker.

Lack of motivation, time constraints.

Set small, achievable goals. Find a workout buddy for accountability.

Year 2

6  Books/year

Year 3

Year 4

Year 5

You can download more Mental Health worksheets Here

Please note: There may be a more up-to-date and editable version of this worksheet available  Here which may be more suitable to present to clients if you are a therapist or to use in a classroom as a teacher or guidance counselor.

References

  1. Locke, E. A., & Latham, G. P. (2002). Building a practically useful theory of goal setting and task motivation: A 35-year odyssey. American Psychologist, 57(9), 705–717.
  2. Ogbeiwi O. Why written objectives need to be really SMART. British Journal of Healthcare Management. 2017 Jul 2;23(7):324-36.
  3. Sutton J. PositivePsychology.com. 2020 [cited 2024 May 25]. Goal-Setting: 20 Templates & Worksheets for Achieving Goals. Available from: https://positivepsychology.com/goal-setting-templates-worksheets/

©  Happiertherapy.com All Rights Reserved.