Imagine waking up every morning knowing exactly what you need to do to get closer to your personal or professional goals. A 5-year plan template can help make that vision a reality.
It’s a simple tool to help you break down your big goals into smaller, manageable steps. Whether you want to get fit, launch a business, or finally travel the world, this template helps you set clear milestones and track your progress over time.
With a 5-year plan, you’re not just wishing for change—you’re actively creating it.
Get organized, stay focused, and watch how much you can achieve in just five years with these 12 best 5-year plan templates.
Free 5-Year Plan Templates to Set Clear Goals for the Future
- What Are 5-Year Plan Templates?
- What Makes a Good 5-Year Plan Template?
- 12 Best 5-Year Plan Templates
- 1. ClickUp Life Plan Template
- 2. ClickUp Career Path Template
- 3. ClickUp Employee Development Plan Template
- 4. ClickUp Personal Development Plan Template
- 5. ClickUp SMART Goal Action Plan Template
- 6. ClickUp Strategic Business Roadmap Template
- 7. ClickUp Yearly Goals Template
- 8. ClickUp Strategic Roadmap List Template
- 9. ClickUp Company OKRs and Goals Template
- 10. ClickUp Milestone Chart Template
- 11. 5-Year Business Plan Doc Template by PandaDoc
- 12. 5-Year Marketing Plan Template by Canva
- Set Goals and Break Them Into Manageable Actions with ClickUp
What Are 5-Year Plan Templates?
A 5-year plan template is a strategic tool individuals or organizations use to outline long-term goals and objectives over the next five years. It helps provide direction, set priorities, and track progress.
This template typically includes sections for defining goals, strategies, timelines, and resources needed to achieve them. In short, it ensures that you plan ahead and stay organized, accountable, and adaptable to changes over time.
🤓 Trivia: In 1928, Joseph Stalin, as the leader of the Soviet Union, launched the first Five-Year Plan. This economic policy aimed to rapidly industrialize the country and push for the collectivization of agriculture.
Summarize this article for me pleaseWhat Makes a Good 5-Year Plan Template?
A good 5-year plan template is like a GPS for your future—it helps you navigate without the stress of getting lost. Let’s break down the key features of a good 5-year plan template.
- Clear, measurable goals: Defines specific, achievable objectives that help track progress and focus efforts over time
- Actionable steps: Breaks down goals into smaller tasks, ensuring you have a clear roadmap to follow
- Timeline with milestones: Sets deadlines and checkpoints to measure progress and stay on track
- Resource allocation: Identifies necessary resources like time, money, and people to help achieve each goal
- Flexibility for adjustments: Allows room for changes and adaptations as circumstances evolve, ensuring the plan stays relevant
- Regular review mechanism: Includes periodic reviews to assess progress and make any needed course corrections
A lot of things can change in five years, and it is essential to have tools, resources, skills, and systems that empower you to assess your goals and plan better to achieve the desired outcomes.
➡️ Read More: How to Acquire the Most In-Demand Skills
Summarize this article for me please12 Best 5-Year Plan Templates
ClickUp, the everything app for work, offers customizable project management templates for various needs. Whether it’s a career plan, personal goals, or everything in between, you can tweak tasks, timelines, and goals to fit your long-term vision!
Below are a few examples of the top 5-year plan templates with all the details you need to start.
1. ClickUp Life Plan Template
The ClickUp Life Plan Template has everything you ever need to fulfill your goals—personal or professional talent development.
Plus, you can track progress with timelines, milestones, and visual tools, making it easier to stay focused and motivated. Whether it’s career, health, or personal growth, this template provides a simple way to plan, track, and achieve your life goals.
Why you will love it
- Utilize custom statuses including Complete, In Progress, and To Do
- Use three custom views with different ClickUp integrations, including Life Board, Plan List, and Getting Started Guide
- Clearly visualize your goals and develop strategies to achieve them
🔑 Ideal for: Individuals looking for ways to achieve their short and long-term goals.
💡 Pro Tip: Are you setting project milestones? Here’s the playbook to streamline the process:
- Set clear, achievable goals
- Sync them with your project timeline
- Bring stakeholders into the planning mix
- Keep the communication flowing
- Use Gantt charts to track milestones
- Celebrate wins at key milestones to keep the team fired up
2. ClickUp Career Path Template
The ClickUp Career Path Template helps individuals and teams map out career development by setting clear goals, tracking milestones, and identifying key skills needed for advancement.
It provides a structured framework for visualizing career plans, managing professional development, and focusing on aspirations. This template also lets you organize tasks, set timelines, and track progress toward reaching your next career plan or role within the organization.
Why you’ll love it
- Create tasks with custom statuses like Open and Complete to track the progress of each step in the career goals
- Organize and add attributes to tasks for better management and easy visualization of career development
- Get two different views for different configurations, including Start Here and Whiteboard
- Access other project management tools such as nested subtasks, tagging, multiple assignees, and priority labels
🔑 Ideal for: Individual contributors or managers looking to visualize and plan for their team’s future goals.
➡️ Read More: Succession Planning Strategies (with Templates)
3. ClickUp Employee Development Plan Template
The ClickUp Employee Development Plan Template helps you create a clear path for your team’s growth. You can set specific goals, track progress, and identify areas of improvement your team needs to work on.
With this template, you can easily assign tasks, set timelines, and ensure employees get the training and resources they need to improve. It’s a simple way to support employee development while aligning with your company’s overall success.
Why you will love it
- Plan out the development goals and objectives for each department
- Assess employees’ current skills, set goals, and provide resources to help them achieve those goals faster
- Arrange tasks into three statuses—Done, For Review, and In Progress—to easily track progress
- Set deadlines to keep your team on track with projects and goals
🔑 Ideal for: Human resource managers or team leads looking to upskill their teams and keep track of professional goals and progress.
➡️ Read More: How to Create an Employee Journey Map
4. ClickUp Personal Development Plan Template
Creating personal development goals is key to achieving a range of goals in certain projects, and the Personal Development Template by ClickUp helps you with that.
The best part about this template? You can set a recurring task to review your progress and make changes if necessary to prioritize them for better time management. Plus, it lets you update your statuses to keep team members informed of your progress.
Why you will love it
- Use time-tracking capabilities to keep your progress in check
- Leverage four custom views with different configurations, such as Progress Tracker, PD Per Quarter, and Plan of Action
- Set achievable milestones for the long term
🔑 Ideal for: Individuals and teams who wish to achieve a certain level of growth over a period of five years.
💡 Pro Tip: Changing career paths can be an exciting journey for anyone only if one knows the actionable steps. Check out this guide to understand how to switch careers or jobs at any age.
5. ClickUp SMART Goal Action Plan Template
With the ClickUp SMART Goal Action Plan Template, you can break down your goals into clear, actionable steps. It allows you to set specific, measurable, achievable, relevant, and time-bound objectives and then track progress with ease.
Why you will love it
- Define goals into smaller, more achievable tasks
- Create tasks with custom statuses like Complete, Evaluation, Execution, Not Started, and Planning to track each step of your SMART goal action plan
- Leverage dependency warnings, emails, time tracking capabilities, etc. for project management
🔑 Ideal for: Individuals or organizational goal setters looking to keep everyone in the loop regarding objectives, strategies, and tracking progress.
➡️ Read More: Free Team Development Plan Templates in Excel & ClickUp
6. ClickUp Strategic Business Roadmap Template
Are you looking for a simple tool for planning and executing your business strategy effectively? Try the ClickUp Strategic Business Roadmap Template.
The best part? You can visualize your strategy, prioritize key initiatives, and ensure everyone stays on the same page to drive business success.
Why you will love it
- Use built-in features like ClickUp Dashboards, Gantt Charts, and reporting tools to monitor progress and identify when adjustments are needed
- Align different teams or departments within your business to the same strategic initiatives
- Share notes, feedback, and updates to ensure alignment and smooth execution
🔑 Ideal for: Businesses looking to streamline their planning, set clear objectives, and track progress toward long-term goals.
7. ClickUp Yearly Goals Template
Wondering how to stay on top of your big goals all year long? The ClickUp Yearly Goals Template is your answer! Perfect for both personal and team goals, this template ensures you’re always aligned and on track to achieve what matters most throughout the year!
Why you will love it
- Enhance goal tracking through collaboration tools such as comment reactions, multiple assignees, tagging, and priority labels
- Avail Custom Views, including Gantt, List, Calendar, etc.
- Optimize annual plans by breaking goals down into weekly, daily, and monthly tasks
🔑 Ideal for: Individuals or teams looking to plan their year out.
💫 Friendly Hack: Want to plan for the future and work toward your aspirations? Check out one-year, five-year, and ten-year goal examples for long-term goal planning.
8. ClickUp Strategic Roadmap List Template
Looking for a way to map out your strategy? The ClickUp Strategic Roadmap List Template can help. Be it for personal projects or team efforts, this template gives you a clear visual roadmap to follow, ensuring you hit your targets efficiently and stay aligned with your bigger vision.
Why you will love it
- Recognize and prioritize key initiatives
- Offer a consistent framework for tracking progress
- Get six customized views, including Timeline, List, Doc, Box, Gantt, and Board
🔑 Ideal for: C-level executives at firms who wish to assess the company’s current position, desired future state, and the plan for getting for.
➡️ Read More: Free Employee Training Plan Templates
9. ClickUp Company OKRs and Goals Template
Struggling to align your company’s goals? Company OKRs and Goals Template by ClickUp is here to help! This ready-to-use workspace offers a concise way to track progress to boost motivation and team morale.
It lets you set and track your company’s Objectives and Key Results (OKRs) in one place, making sure everyone stays on the same page. You can break down big goals into actionable steps, measure progress, and adjust as needed.
Why you will love it
- Achieve goals more easily with standardized performance management measurements
- Gain a clear understanding of your company’s vision and mission
- Assign tasks and establish deadlines for review
- Align your team with the path to the company’s desired future state
🔑 Ideal for: Business owners and organizational leads who want people to stay updated on the same page regarding strategic planning and objectives.
🌟 Bonus Tip: Want to transform your 5-year plan from a vague concept into a well-defined roadmap that’s flexible and achievable? Achieve it with ClickUp Goals.
- Break it down: Use ClickUp’s nested goals to turn your 5-year dream into bite-sized milestones—year, quarter, or even month-by-month
- Make it measurable: Set clear key results for each goal so you can track progress and stay laser-focused
- Link it up: Attach tasks directly to goals so every action counts toward your long-term vision
- Stay agile: Get real-time updates to tweak your strategy on the fly—no surprises here
- Accountability, sorted: Set deadlines and auto-reminders to keep things moving, even when life gets busy
- Teamwork makes the dream work: Share goals with your team to ensure everyone’s rowing in the same direction
10. ClickUp Milestone Chart Template
The ClickUp Milestone Chart Template helps you track key project milestones and visualize progress over time. It lets you set important goals, deadlines, and achievements so you can easily see where you are in the project and share the same with all your shareholders.
This template makes it simple to stay organized, keep things on track, and ensure you meet your objectives on time with a clear view of your progress.
Why you will love it
- Divide complex projects into smaller, manageable tasks
- Identify critical junctures in the project timeline
- Share information with stakeholders and team members promptly
🔑 Ideal for: Project teams engaged in a product launch or tackling a process improvement.
11. 5-Year Business Plan Doc Template by PandaDoc
The 5-Year Business Plan Doc Template by PandaDoc helps you assess your key performance metrics and get notified on improving them instantaneously.
This template is ideal for sharing business plans with your customers. It offers a set format for listing out your relevant business details. Moreover, you can develop and share strategic goals developed for the next five years.
Why you will love it
- Develop a 5-year plan template using this market-recommended template
- Monitor critical metrics
- Create specific, measurable, and time-bound goals
🔑 Ideal for: Businesses looking to attract investors.
12. 5-Year Marketing Plan Template by Canva
The 5-Year Marketing Plan Template by Canva visually maps out your marketing activities over time. You can break down long-term goals into yearly or quarterly actions, track progress, and adjust as needed.
It’s perfect for organizing campaigns, assigning resources, and staying on top of milestones, ensuring your strategy stays aligned with your long-term vision while being flexible enough for changes.
Why you will love it
- Set milestones for each year, quarter, or even month to keep track of progress and adapt as needed
- Map out which resources (such as budget, staff, or tools) are needed at different points in time
- Make use of quarterly reviews to assess progress and make adjustments, marking them on the Gantt chart
- Break down the key campaigns or projects needed to reach your long-term goals
🔑 Ideal for: Team leaders who wish to make marketing projections and plans for five years based on their resources.
➡️ Read More: Best HR Talent Management Software
Summarize this article for me pleaseSet Goals and Break Them Into Manageable Actions with ClickUp
A 5-year plan template turns big dreams into actionable steps, keeping you on track and heading in the right direction. It’s flexible enough to handle unexpected roadblocks along the way.
To start strategizing more efficiently for your future endeavors, try ClickUp, the Everything app for work, to easily navigate those five years, avoiding chaos and staying on course.
It helps you manage your plans in real time, with easy task tracking, reminders, and collaboration tools to ensure your 5-year vision stays on point.
Ready to take it up a notch? Sign up for ClickUp for free today!
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