Life Planning Training Materials are editable, ready-to-deliver resources that help trainers guide participants through six practical life-planning steps, from identifying motivations and values to setting SMARTER goals and creating action plans for personal and career growth.
✔ Fully editable ✔ Instant download ✔ Reusable for unlimited workshops ✔ Ready-to-use right away
- 51-slide PowerPoint deck: Editable Life Planning slides with tutor notes included on each slide.
- 45-page Trainer’s workbook:with guidance for running the session and leading the activities.
- Participant workbook: for learners to use during the workshop, including further useful resources.
- Course documents: Includes a sign-in sheet, course evaluation sheet, course outline, and suggested reading list.
- Printable certificate: A course certificate you can give to participants at the end of the workshop.
- Help participants understand their own motivations, what matters most to them, and how this connects to the goals they choose.
- Run activities including a ‘Wheel of Life’ based discussion so participants can see which areas of life they need to pay more attention to.
- Guide the participants to turn their ideas into clearer goals, tasks, and daily actions.
- Explain how regular reviews can help them check progress, learn from setbacks, and adjust their plan.
- Participants: You can provide training for anyone interested in career or life planning, including employees, students, and other adult learners.
- Level: No prior life planning or goal-setting experience required.
- Format: One-day trainer-led workshop, but adapt it as needed if you wish to run a shorter or online session.
- Covers: Motivation, values, life priorities, life balance, goal setting, personal SWOT, action planning, and review.
- Activities: Includes reflection tasks, guided discussions, Wheel of Life work, goal-setting exercises, and planning activities.
- Includes: Editable slides, trainer guidance, participant resources, and activities for running the session.
Life Planning Training Materials at a Glance
Examples from the Life Planning Training Materials
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Ready to help participants create clear plans for personal and career growth?
Download Life Planning Training MaterialsKey Topics Covered in These Life Planning Training Materials
The materials cover the following main topics:
- What motivates participants and what they would like to change
- Personal values, happiness, and writing a short mission statement
- Looking at life areas such as career, health, family, money, and personal growth
- Using the Wheel of Life to see which areas feel out of balance
- Turning ideas and wishes into goals that are easier to work with
- Personal SWOT work to think through strengths, obstacles, opportunities, and risks
- Planning day-to-day actions and checking progress over time
Format & Flexibility: All materials are provided in Microsoft Word, PowerPoint, and PDF formats, so you can easily edit, customize, and deliver professional training tailored to your organization or clients.
What Are the Learning Objectives of These Life Planning Training Materials?
These training materials help you guide participants through six key stages of life planning, from thinking about what motivates them to reviewing their progress and making changes over time.
By the end of the session, participants should be able to:
- Analyze what drives and motivates them in life.
- Focus on areas of life they want to work on or change.
- Set clear and useful personal or career goals.
- Devise a plan for achieving those goals.
- Identify actions and strategies that will help them move forward.
- Monitor, review, and revise their plan as circumstances change.
Who Are These Life Planning Training Materials For?
These materials are designed for trainers, HR teams, L&D professionals, and facilitators who want to deliver a life planning and goal-setting workshop without having to create the materials themselves from scratch.
For buyers:
- Trainers delivering personal development, goal-setting, or life planning workshops.
- HR and L&D teams supporting employee wellbeing, career direction, and work-life balance.
- Consultants or coaches running sessions for workplace or adult learning groups.
- College instructors, universities, or nonprofit organizations teaching life skills, career planning, or personal development.
For participants you’ll be training:
- Employees who need time to reassess priorities and think more clearly about future goals.
- People considering a career change, self-employment, or a new direction in life.
- Students or adult learners preparing for work, career choices, or personal planning decisions.
See all workplace wellness-related training materials or ALL training materials kits
How These Training Materials Are Used
These training materials are designed for trainers, HR teams, and consultants to run their own workshops using ready-to-use content.
After purchase, you can download the files instantly, customize the slides and materials to suit your audience, and use them to deliver professional training sessions in person or online.
Suggested Workshop Format & Delivery Options
- Designed for a 1-day workshop (can be adapted for shorter sessions if needed)
- Can be delivered as standalone modules or split across multiple sessions
- Suitable for in-person, virtual, or hybrid delivery
Detailed Curriculum Included in These Life Planning Training Materials
Frameworks Used in These Materials
- PERMA Model of Well-Being
- Wheel of Life Exercise
- SMARTER Goal-Setting
- SWOT Analysis for Personal Growth
The included activities cover motivation, focus, goal-setting, planning, and review, using proven tools such as the Wheel of Life, the PERMA model, SMARTER goals, and SWOT analysis.
Analyzing What Drives You in Life
- Dreams brainstorming.
- Finding out what makes you happy.
- Thinking about what, in life, matters the most to you.
Narrowing Your Focus
- The wheel of life. How to create a balanced life plan that takes into consideration different aspects of life, such as health, family, personal development, career, and more.
- Creating a vision statement for each aspect of your life (what your ideal life would look like).
- Narrowing down and prioritizing your dreams for better focus.
Goal Setting
- Setting SMART and SMARTER goals.
- SWOT analysis.
- Setting different types of goals.
Devising a Plan
- Develop a clear, focused plan.
- Breaking down goals into tasks.
- Actioning tasks as part of your daily activities.
Action and Motivation
- Overcoming procrastination.
- Understanding what helps you keep focused.
Checking, Reviewing, and Updating Your Plans
- When to have regular reviews.
- The difference between daily, weekly, and quarterly or yearly reviews.
- What you need to review.
- Learning from your successes and failures and adapting your plans accordingly.
Related Training Materials
These Life Planning training course materials also pair well with:
- SMART Goals Training Materials
- Resilience Training Materials
- Confidence Building Training Materials
- Growth Mindset Training Materials
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Price
$149 – Instant Download
- Fully editable (slides, trainer notes, exercises)
- Ready to use immediately in your training sessions
- Free lifetime updates included
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- Access your materials immediately after purchase
- Lifetime use in your own training and client workshops
