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As humans, we often set unattainable goals. We long to see our dreams prosper, yet we sometimes get caught up in our daydreams and end up lacking the one key factor to success – a plan of action. Being over-optimistic about your future goals isn’t a negative thing, it proves that you have an appetite for success. But, if you’re not realistic about your goals, it can result in your sought-after plans going astray. With realistic goals in mind, you make it possible for yourself to develop a “we shall achieve” attitude. This attitude empowers you to be realistic, aggressive, insistent and determined.

With a combination of all of these attitudes, you can begin to generate your written plan. Yes, I’m referring to a written plan on paper! This will not only help you to organize your goals, but it will also keep you on track and allow for self-accountability. You can spend all the time in the world planning, but if you don’t get in all down in writing, you risk the chance of forgetting the little things! In today’s blog, I’m going to walk you through the essential steps you need to take in order to create a well-written plan.

Get Your Plan Down In Writing

1. Write a Description of Your Goal

This is the perfect time to get down to the nitty-gritty, in other words, the serious stuff. Focus on the most fundamental aspects of your plan. Spell out exactly what you want to achieve and when. Your goals should be numeric, that way you can measure your progress. Don’t be afraid to develop a schedule as part of this step, it’s always better to have a timetable that lays out the specifics. If your plan is to grow your church by 5 percent in the next year, then create performance goals and mark them on a calendar. Don’t forget to include your desired results!

2. Describe Your Sub-Goals

You might be wondering what a sub-goal is. Think of it as a smaller step that will help you reach your major objective. Let’s take cooking for example. When you’re gearing up to make your favorite dish, you don’t just throw all the ingredients in the pan and hope for the best. You take stock of each individual ingredient and you follow the recipe. With careful instruction, your end result is exactly what you hoped for! Now, your written plan is going to consist of a series of “ingredients” or sub-goals. Your written plan should describe the smaller goals in detail, that way when you inevitably get overwhelmed with the big picture, you have a plan to ground you. Upon each and every completion of these tiny goals, you will be one step closer to the major goal.

3. List the Resources You Need

This may be the single most important aspect of your plan. In listing the resources that you need, you will recognize what tools you have and what you need to acquire. The first resource you should consider is financial. What is the estimated amount of money you will need to reach your goal? Next, I want you to think about human resources. What personnel will you need to enable you to carry out your plan successfully? Maybe you need to outsource someone to complete a task or maybe you need to grow your team to keep up with your goal. The last resource you need to think about is equipment. Don’t panic if you realize that you need special equipment to get through a road-block, this is completely normal. List it all out in your written plan!

4. Build In Checkpoints

To guarantee success, checkpoints should be built in at each major phase of your project. This helps to verify the timely advancement of your sub-goals and helps to answer the question: are you ready to move ahead? If you find yourself unable to continue on to the next phase, you need to take a minute to reevaluate and correct. Checkpoints are pivotal for the overall project because they act as a safety-net and allow for strategic planning.

With the new year right around the corner, I encourage you to make your own five-year plan. I know five years seems like a long time, but think about how much you can accomplish in that time span! If you use the steps above and check out this blog, you will be right on track to moving into the future you’ve planned for!


There are many aspects that go into a well-thought-out plan, what are some of your tips and tricks? As my team and I prepare for WealthBuilders 2020, there is a lot of planning that is involved. By using the steps above, we are able to guarantee that we reach our goals and stay on track! To learn more about how to get your plan in motion, consider attending my annual WealthBuilders conference in February of 2020. With a dozen workshops run by hand-selected speakers, you can be sure to leave with a plan of action! To learn more about the conference, click here.