7 Keys to Successful Planning by Linda Fields


Welcome to your Free Hot Tips Report on the 7 Keys to Successful Planning. 

I have researched the topic of successful planning for over 30 years and I am boiling it down to the basics so you don’t have to repeat the work I have already done for you. 

I recommend these 3 steps to capture the 7 Keys for your own planning purposes.

 ☐ 1.  Create a document on your ipad or computer, or in a journal, depending on how you like to work.  Label it “My 7 Keys to a Successful Plan” and date it. This will be your master planning document.

☐  2.  Take one of the 7 Keys in this report at a time and begin making notes as things come to mind. Do not try to make it pretty or perfect.  Just capture your thoughts. Use phrases, words, drawings or scribbles, any thing that helps you define your ideas for the project.

☐ 3.  Make a date (phone, skype, coffeeshop)  to go over your notes with a trusted advisor, mentor, or like-minded friend within 2 weeks of completing your first draft.


7 Keys to Successful Planning


1.  Dream and Dream Big. 

To get started, Create a Dream Board with pictures, sayings, clippings, verses, inspirational quotes which will help you engage with your vision.  You can use posterboard, whiteboard, a notebook, or a project board of any kind. You might even do it on your computer, but it is important to keep it in front of your eyes. Find items that represent topics important to you such as:

  • Navigating Life Changes (career transition, family transition, etc.) ,
  • Building Finances,
  • Relationship Growth with xyz,
  • Growing My Starting or Growing my Business,
  • Ministry to xyz,
  • Finding My Niche’…
  • or Other…

2.  Choose a segment of your dreams for this planning project.

What area on your Dream Board do you want to prioritize in the upcoming Season?

 Example:  Ministry – Share life and work lessons to help others overcome obstacles

Create a specific Action that applies to this segment:

Example:  Write a Book on xyz  or Write a Devotional or Blog on xyz that will help me minister my life and work lessons to help others overcome obstacles

3.  Define Success:

  • Write a brief paragraph describing what does success look like when you have completed this goal.
  • Describe an ideal day or week in your life if this project is successfully put in motion.

Example:  I will write a blog (or a book) that showcases stories of people who have overcome obstacles and documents their journeys to encourage others facing similar challenges.  When this project is in motion, I will be conducting interviews, drafting the content, reviewing my project with my coach or mentor, and planning completion by xyz.  My Dream board has pictures of some of the people I will interview, inspiring quotes from a few of them, and a description of my intended audience.

4.  Brainstorm everything you think you might need to get started on your project:

  • Include new skills to learn.
  • Think about a ‘Blue-Sky’ Budget and jot some numbers down for what it will take (ballpark) to finance your dream.  Dreams require finances.
  • Time:  How much time are you willing to devote to this project and dream per week?
  • Help, team members, partners.  Who can and will help you?

Example:  I will need to learn appropriate writing style for blog or book publication.

Budget for editor, coach, and communication strategy estimated at $3,500- $5,000

I will schedule 5-7 hours a week to work on this project.

Jane, Doug, and Linda will help me with this project.

5.  Identify a Dream Team and Define their roles.

“A football team is successful only when each member on the field successfully their specific responsibilities and strategies, so too in project management. Each stakeholder plays a specific role and key role in the overall management of the project. Defining each member’s role and responsibility is one of the first steps for success.” (Source:  Project Smart By Matthew Sheaff)

People who believe in me, have the necessary skills and knowledge for the project, and will support me in this project are:


My Coach, Linda Fields:  Coach me through the process to establish milestones and accountability checkpoints.

My Editor, Joe Schmoe:  Read for content outline, flow of material, and language for my audience

My Proofreader, Jane Jones:  Read and suggest edits for grammar and punctuation.

My Web Designer:  Andrew Cook will help me create a web page and blog publication or book offer

I will engage with them with regular checkpoints, coaching calls, as well as emergency help when I hit a roadblock.

Inner Circle:  Identify your inner circle of those who will be interested in your progress and cheer you on .

Naysayers:  Who will you not include in the inner circle for this project (even to discuss the project) because they are not in a position or time of life to lend encouragement.

6.  Align yourself to access the needed support and resources.

You get the picture by now!  Your project will not happen all by itself.  You are taking the wheel to drive the project through to completion.  Invite your team to the table, Set up your kick off meeting, and put it on the calendar.

7.  Get a Visual:  Assign some target dates or milestones on a Journey Map or Poster to keep the project in view alongside your Dream Board. (See Find Your Why Forward Workbook for your Journey Map)

You will be pleasantly surprised at the power of articulating your goals in a plan using the 7 Keys to Successful Planning.

Next Step:  Join a Coaching Group and Move FORWARD in COMMUNITY at:

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