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Comprehensive definitions of planning terms, concepts, and methodologies used throughout Templata
A systematic approach to organizing and preparing for major life events, transitions, and decisions. Life planning involves setting goals, identifying resources, anticipating challenges, and creating actionable steps to achieve desired outcomes.
The process of defining a strategy or direction and making decisions on allocating resources to pursue this strategy. In personal contexts, it involves setting long-term goals and determining the best approach to achieve them.
The process of identifying specific, measurable, achievable, relevant, and time-bound (SMART) objectives you want to accomplish. Effective goal setting provides direction and motivation for life planning efforts.
A significant event or stage in the development of a plan or project. Milestones help track progress and provide checkpoints to evaluate whether you're on track to achieve your goals.
A detailed outline of the specific steps, tasks, and resources needed to achieve a goal. An action plan breaks down large objectives into manageable, concrete actions with timelines and responsibilities.
The process of identifying potential challenges, obstacles, or negative outcomes that could impact your plans. Risk assessment helps you prepare contingencies and make informed decisions.
The ongoing process of managing your career development, including setting professional goals, identifying skill gaps, exploring career paths, and making strategic decisions about job changes, education, and professional growth.
The process of managing your finances to achieve life goals, including budgeting, saving, investing, retirement planning, and managing debt. Financial planning ensures your money aligns with your values and objectives.
The comprehensive process of organizing all aspects of a wedding ceremony and reception, including venue selection, vendor coordination, guest management, budgeting, and timeline creation.
The process of preparing to purchase residential property, including financial readiness assessment, mortgage pre-approval, location research, home searching, negotiation, and closing procedures.
The process of defining business objectives and creating detailed strategies to achieve them. Business planning includes market analysis, financial projections, operational planning, and growth strategies.
The process of preparing for educational pursuits, including selecting schools or programs, understanding admission requirements, securing financial aid, and planning for academic success.
The process of determining retirement income goals and the actions necessary to achieve those goals, including identifying sources of income, estimating expenses, implementing savings programs, and managing assets.
The systematic approach to improving and maintaining physical, mental, and emotional health through goal setting, lifestyle changes, preventive care, and ongoing health management.
A comprehensive, structured resource on Templata that provides expert guidance for specific life events or decisions. Each guide includes planning questions, expert readings, and organized frameworks to help you think through complex situations.
AI-refined, systematically organized questions designed to help you think through specific aspects of a life decision or event. Planning questions guide your thinking and ensure you consider important factors.
Curated articles, insights, and resources from experts in various fields that provide context, research, and best practices related to specific planning topics. Expert readings complement planning questions with actionable knowledge.
A thematic grouping of related planning guides on Templata. Categories organize guides by life domain (e.g., Career & Work, Finance, Relationships, Health) for easier navigation and discovery.
A searchable collection of all expert readings across all planning guides on Templata. The library allows you to discover relevant content by topic, author, or guide.
A human-centered approach to problem-solving that emphasizes empathy, ideation, prototyping, and testing. In life planning, design thinking helps you explore possibilities and iterate on solutions.
A strategic planning method that involves creating and analyzing multiple plausible future scenarios. This approach helps you prepare for uncertainty and make flexible plans.
A planning approach that starts with the end goal and works backward to identify the steps needed to reach it. This method ensures all planning activities align with the desired outcome.
A goal-setting framework where objectives are Specific, Measurable, Achievable, Relevant, and Time-bound. SMART goals create clarity and improve the likelihood of success.
The process of preparing alternative plans for potential problems or unexpected events. Contingency planning ensures you're prepared for various outcomes and can adapt when circumstances change.
A structured approach or set of criteria used to evaluate options and make informed choices. Decision frameworks reduce bias and ensure consistent, rational decision-making.
A simple decision-making tool that involves listing and weighing the advantages and disadvantages of different options. This analysis helps clarify trade-offs and make balanced decisions.
A systematic approach to evaluating the financial and non-financial costs and benefits of a decision or investment. This analysis helps determine whether an option is worth pursuing.
A tool for organizing tasks or goals based on their importance and urgency. Priority matrices help you focus on what matters most and allocate time and resources effectively.