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Personal Financial Planner Template

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personal financial planner template

It may look to be a simple step. Simply open a new document and begin typing, right? Nonetheless, it’s rare for this to work for me. I like to get a strong working title and an outline before I write too much. John’s written about this earlier, after he discovered he could speed up his writing procedure ~600% by producing an outline first.

As I wrote an outline for a post this week I realized I had been repeating the exact same procedure for every single new article I work on. Like any fantastic programmer, I realised repeating the exact same work over and above means that’s probably a fantastic chance for automation.

So I decided to create a few templates for myself.
I began by developing a template for my most common Ghost blog article structure. Since that structure’s particular to mepersonally, I created a template based on how John structures his posts, and another based on a writer whose work I respect.

For every template I’ve made a gist to show you exactly what they look like. They are only Markdown files, so go right ahead and save them, rename them if you prefer, and copy-and-paste the contents into a new file whenever you’re ready to compose. Click on the”view raw” link on the bottom of every list to view the plain text version, which you can copy into a new file on your favorite writing program.

With this template, I can start by answering each dot point using a few notes about what I should write in that segment. By the time I’m done, I’ll have a rough sketch of what the final piece will look like. This should make it easier to expand my notes into fully-formed paragraphs and cause them to flow into each other well, because I understand the arrangement of the entire piece beforehand.

Using the template, I discovered that my summarizing procedure became much more involved. I had actually planned to perform a full rough draft of the post in the morning, but it took me a few hours just to have the outline done, so I set the draft off for a different day.

On the flip side, I had over 1600 words written in my outline, and a solid idea of what each section would comprise and how they’d work together to create a feeling of flow from the post. Though outlining took longer than usual, drafting took less time since I had put myself up for success. Writing the draft was just a matter of taking each chunk of notes from the outline and filling out it into a readable paragraph or two.

It had been quite a different procedure to the way I normally work, and I was tempted a couple of times to avoid the additional research or thinking required to fill out the outline correctly. I frequently put these things off until I am drafting, and that’s when I must be centered on writing instead. I stuck to it, however, and by the time I got around to writing the draft I was glad I had.

I have really overhauled my outline and research procedure by applying this template. It’s a more productive part of my procedure now and makes drafting easier. Hopefully it will lead to better work, also.

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