Our personal and business lives are intertwined, and having a fulfilled personal life provides an important foundation for sustaining business success. The One Page Personal Plan (OPPP) is a fantastic tool we use with our clients, that provides a framework for you to plan your personal life. It allows you to develop personal goals – with timelines – to ensure that you don’t end up sacrificing your personal life in pursuit of business success.

More about the One-Page Personal Plan


The OPPP helps you make 4 key decisions:

  1. What are the personal relationships that are critical to you? Who do you want to spend more time with, and develop a lasting relationship with?
  2. What are the achievements you want to accomplish with those relationships? Would you like a more blissful marriage, for example, as opposed to merely staying married? Think also, about how you would like to be able to help those that are important to you.
  3. What rituals do you want to create and incorporate into your life and routine, to foster those relationships? Do you want to start attending ALL of your child’s sporting and cultural activities? Would you like to develop a weekly routine to exercise with a friend?
  4. What wealth do you want to create, and how do you want to spend that wealth, in order to build the relationships that are of importance to you? Would you like to be able to share better experiences like holidays with those close to you? Or would you like to share more of your wealth with causes that are close to your heart?

How to use the OPPP

Set aside just 60 minutes every three months, to fill out this plan. Working your way from top to bottom of each column, you’ll set your priorities for the next 10 to 25 years, next year, and the next 90 days. There is also a section for you to fill out what activities you’d like to begin doing and a section for activities you’d like to stop doing.

At the core of it, the OPPP works on the basis that:

No matter how much wealth you build, in the end, what matters is the depth of your #relationships with friends & family, & the number of people you’ve helped along the way. Click To Tweet

These things are the true measures of wealth.