Personal Educational Plan
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1 Personal Educational Plan Developed By: Date: School: Major: Degree/Certification Objective: TABLE OF CONTENTS Current Status Summary Mission Statement Personal Profile Immediate Goals and Priorities Study Schedule for this Semester Fixed Expenses and Income Risk Factors The Opportunity for Advancement Success Factors CURRENT STATUS SUMMARY Age: Marital status: Occupation: Number of units: Number of hours working: G.P.A. to date: MISSION STATEMENT My long-term goals: Education: Career: Family: 1
2 Other: In this section, discuss why you are in school. Include your priorities, values, beliefs, and personal standards. MY EPITAPH At the risk of sounding morbid, compose a 10- to 12-word sentence that you would like to be written on your tombstone. This epitaph should succinctly summarize who you were and what you achieved in your life. PERSONAL PROFILE In this section, discuss your background, family, temperament, distinctive characteristics, strengths, and weaknesses. Be forthright, objective, and, at the same time, subjective (i.e., express feelings, not just hard data). This is an opportunity for you to be constructively introspective and use your insights about yourself as a reality check and springboard for self-actualization. 2
3 IMMEDIATE GOALS AND PRIORITIES In this section, indicate and prioritize your short-term goals for the current or next semester. You can distill the information you compiled in earlier chapters STUDY SCHEDULE FOR THIS SEMESTER In this section, summarize the scheduling work you did in Chapter 2. Courses Time required per week Hours Allocated for Studying this Semester: Monday: Tuesday: Wednesday: Thursday: Friday: Saturday: Sunday: 3
4 MY WEEKLY SCHEDULE TIME MON TUES WED THURS FRI MY WEEKEND STUDY SCHEDULE TIME SAT SUN FIXED EXPENSES AND INCOME This section summarizes the financial planning you will do in Chapter 12. For the time being, you may wish to leave the section blank. You can either enter the appropriate figures now, or you can go back and plug in the numbers later after completing Chapter 12. Once you insert the data and project your total semester expenses and income, you may discover a shortfall (i.e., more expenses than income). You should indicate how you plan to deal with this situation. 4
5 PERSONAL BUDGET Monthly Expenses Monthly Income Rent: $ Part-time work: $ Car: $ Pell grant: $ Gas: $ SEOG grant: $ Insurance: $ Family: $ Oil & service: $ State grants: $ State registration: $ Disability: $ Parking fees: $ Unemployment ins.: $ Food: $ Loans: $ Entertainment: $ Interest: $ Personal/misc.: $ Social Security: $ Credit card payment: $ MONTHLY TOTAL: $ 9 MONTHS LIVING EXPENSES: $ Tuition: $ Books/supplies: $ Health fees: $ Student fees: $ Campus vehicle registration: $ TOTAL 9 MONTHS $ (excluding summer school) Plan for dealing with a possible financial shortfall: RISK FACTORS In this section, list any factors that might interfere with attaining your educational goals. For example, you might list inadequate financial resources, pressure from your spouse or significant other to return to work or work full-time, loss of motivation, and grades. Be forthright
6 THE OPPORTUNITY FOR ADVANCEMENT In this section, discuss how you plan to use your education and degree or certification to avail yourself of specific opportunities in life. If you discontinued your education at some point, you might examine why you did so. You might describe what you ve subsequently learned about life, competition, economics, career advancement, learning, and establishing a plan to make your life work. SUCCESS FACTORS In this section, discuss personal traits that you recognize and value in yourself that will ensure the attainment of your objectives. For example, you might state that you are tenacious, highly motivated, keenly aware of your obligation to provide more for your family, cognizant of your responsibility to repay loans, or eager to earn the respect of your family and associates
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