The Life Plan Roadmap Template by Shelly Palmer

The Life Plan Roadmap Template

Shelly Palmer's process for aligning your personal and professional goals.

The world is changing. You know you need to change too.

You're smart. You're capable. You've got all the skills. It's just about figuring what to do with them. You have all these amazing ideas, but you're struggling to turn them into actions. There are too many unknowns. Too many variables in the equation.

In the best-case scenario, you're wasting time and energy overthinking.

In the worse-case scenario, you're paralyzed with choice, stuck in an endless internal debate, and not doing anything about it. It's killing your productivity.

That's why I built the Life Plan Roadmap Template. It's a simple, yet powerful tool I developed while consulting with Fortune 500 companies and their leadership teams. And now, for the first time, I'm making it available to everyone.

Answer Six Questions. The template will do the rest.

This simple-but-mighty template takes granular pieces of information about you, your objectives, and your hopes and dreams – and helps you turn it into a clear, defined action plan.
This template will guide you through:
✅ Answering the hardest question "How do you want to spend your day?"
✅ Defining your needs.
✅ Categorizing and prioritizing your skills and capabilities.
You’ll come away with a crystal-clear, actionable roadmap that will align what you love with your skills and your earning potential.

Buy for $49.95

⭐️⭐️⭐️⭐️⭐️ "Highly Recommended"

"I am truly loving the process and the template - the explanation video was also very helpful, especially during this pivotal time - thank you."

– Janet S. (via email)

Aligning your personal and professional goals

Hi! I'm Shelly Palmer, CEO of The Palmer Group. We work with Fortune 500 companies on technology and innovation. 

Over the years we've learned that in order to technically innovate, you first have to socially innovate.

So I built this template to help global business leaders and their teams align their personal and professional goals.

It is one of our most popular and important consulting products and I am pleased to share it with you. 
I'm privileged to work with extraordinary organizations like these.

Here's what people say...

"I finally found time for my side hustle"

"I run a small business and it takes up almost all of my time. At least I thought it did. Following the Life Plan Roadmap Template process helped me sort out my schedule, prioritize my goals and actually find time for my side hustle. Six months after I ran the process, I did it again and it continues to help me stay on course."
Download today

"I'm amazed how much this roadmap did for me."

"Like so many people, I think about the things I want now and again. But until I went through this process, I didn't realize how many of the things I really want to achieve are within my reach. I don't want to tell you what I dream about, because I don't want you to judge my choices. But I can tell you, getting this on paper in this way has had a big impact on how I spend my day."
See for yourself

"This changed the way I think about my jobs"

"I'm a mother, and a spouse, and an executive for a pretty big company. I don't want to be good at my jobs, I want to be great at them. I've been using this template for a few years now and, not only has it helped me keep my priorities in sharp focus, it has given me a simple, easy way to ensure that my personal and professional goals are aligned."
Get it now

Create your Life Plan in 5 simple steps

How do you want to spend your day?
It's a complex question -- but the template simplifies it by starting with a practical exercise.

Get granular:
This is where you will list the most important things in your world and prioritize them.

Build your Venn Diagrams:
The template will help you order your needs and your focus and help you produce a graphic representation of your goals and objectives.

Build your plan:
With your wants and needs prioritized, you will roadmap your Life Plan.

List your Quick Wins:
After you've completed the roadmapping process, you'll have a clear understanding of what a quick win looks like and see just how many of your goals are in practical reach.

This Process and Word-based tool is:


This template was developed for global business leaders and their teams. It will work for you.


This Life Planning tool is original, time-tested, and the process has been refined over the years.


You already know how to use Microsoft Word. Answer the questions. It's that simple. 

One-time purchase – no subscription needed

64.5 KB
Life Plan Roadmap Template Instructions | Shelly Palmer.m4v
14 mins


Why are you making it public?

Because this process can help everyone who is being forced to adapt their personal and professional lives to deal with the pandemic. I know it works and I know it will work for you.

What is it?

It's a Word Document file containing a template to create a Life Plan Roadmap. It comes with detailed instructions and an instructional video. You can request a link to a Google Docs version if you do not have Microsoft Word.

Isn't it a bit expensive?

Viewed through the lens of value, the Life Plan Roadmap Template is actually very inexpensive. It is used by senior management at some of the world's biggest corporations to help them align their personal and professional life goals. There are thousands of hours of work incorporated into the value of this product. It's been tested, retested, integrated, refined, adapted, and continuously improved over the years.

Said differently, it will save you four to six hours of research, as well as however much time you would need to build the template and then think through the process. So depending on how you charge for your time, the ROI on this investment is excellent to outstanding.

What's included in the download?

A Microsoft Word file containing a template to create a Life Plan Roadmap. It comes with detailed instructions and an instructional video. You can request a link to a Google Docs version if you do not have Microsoft Word.

Who are you?

I'm Shelly Palmer, CEO of The Palmer Group. We're a tech strategy & solutions firm that works with Fortune 500 companies on digital transformation. What does that mean? We create processes and workflows that help our clients work faster and become more competitive. You can learn more about us at

I believe that our success is based on the fact that we build and use all of the products and services we sell before we make them available to our clients. Our products do exactly what they are supposed to do because we build them to grow our business. They will help you grow your business too.

Can't I get this free from somewhere else?

Not this template, no -- I developed this process for myself years ago and it has been tested, retested, integrated, refined, adapted, and continuously improved.

Of course, there are many free life plan templates available, but none of them work as well or as fast. If there was something better out there, I would not have created this process.

What's your refund policy?

This is a digital product, and once it's been downloaded, users have full and unlimited access to it. For that reason, we're not able to offer a blanket refund policy – much like sellers of most digital products, such as website themes, design templates or ebooks.

That said, I believe in the value of this process and the associated template. So, if you don't feel like this process created a return on your investment, please email me at and tell me why. I'll learn something that will help me make the product better and, if we cannot help you achieve the results you set out to achieve with this purchase, I will refund your money. You have my word on that.

About Shelly Palmer

Shelly Palmer is a business advisor and technology consultant. He helps Fortune 500 companies with digital transformation, media and marketing. Named LinkedIn's Top Voice in Technology, he is the co-host of "Think About This with Shelly Palmer & Ross Martin." He covers tech and business for Good Day New York, writes a weekly column for Adweek, is a regular commentator on CNN and CNBC, and writes a popular daily business blog. Follow @shellypalmer or visit