The Only Wellness Action Plan Template You’ll Ever Need
A wellness action plan is like a roadmap to your wellness goals. It helps you to map out what you want to achieve an exactly how you want to achieve it - super helpful if you’re currently in your wellness era and need some motivation!
If you’ve ever found yourself overwhelmed by the sheer number of wellness tips floating around the internet, you’re not alone. Eat this, don’t eat that. Meditate every morning but also make time for journaling, exercising, reading, and self-care.
Phew! It’s no wonder so many of us feel like we’re running on empty while trying to keep up with it all.
That’s why a wellness action plan can be a total game-changer. Think of it as your personal blueprint for creating balance and prioritizing what truly matters to you.
In this post, I wanted to share my ultimate wellness action plan that I use to set all of my wellness goals at the start of each year.
I will also explain how to craft your own wellness plan AND share a FREE action plan template (you’re welcome!) so that you can start mapping out your wellness plan today.
The FREE Wellness Action Plan Template
Before I get into thee good stuff (how to craft a wellness plan that is suited to you!), here is a FREE wellness action plan template that you can download and do whatever you want with!
To download it, simple enter your email address.
Now, here’s my framework for building a holistic wellness action plan that is tailored to your individual goals.
I recommend grabbing a pen and paper for this bit!
1. Setting Your Wellness Goals
Before we jump into the nitty-gritty, let’s get clear on one thing: what do you want to achieve with your wellness plan?
Goals are your north star, guiding you toward the life you want to live. But here’s the catch—vague goals like “feel better” or “be healthier” won’t cut it. We’re aiming for specificity here.
Start by reflecting on your current wellness situation. Ask yourself:
What feels out of balance in my life right now?
What do I want to feel more of (e.g., energy, calm, focus)?
What areas (mental, physical, emotional, spiritual, etc.) need the most attention?
Next, write down 2-3 SMART goals: specific, measurable, attainable, relevant, and time-bound. For example:
“I want to reduce my stress by practising 10 minutes of meditation every morning for the next month.”
“I want to improve my sleep by creating a consistent bedtime routine by the end of this week.”
Once you’ve got your goals, you’ve got your roadmap. Everything else in your plan will support these intentions.
2. Create Your Mental Wellness Plan
Your mind is your biggest asset, but it can also be your biggest obstacle if you’re not taking care of it. Mental wellness is about more than just “thinking positive”—it’s about creating a mindset that supports your growth and resilience.
Your wellness action plan should include a plan for improving your mental wellness through simple daily habits.
Establish exactly what you want to improve and then identity 2-3 small habits that you could incorporate into your daily routine that would help you to improve.
Some good examples of mental wellness habits include:
Mindfulness: Try spending 2-3 minutes each morning focusing on your breath. Apps like Calm or Insight Timer can help if you’re new to meditation.
Gratitude journaling: Write down three things you’re grateful for every day. This simple habit can shift your mindset and boost your mood.
Declutter your mind: Use a brain dump technique—write out everything on your mind, then organize it into tasks or let it go.
You could also explore things like breathwork, smiling more (simple but effective), or adopting mindset shifting exercises into your routine.
3. Create Your Physical Wellness Plan
Your body does so much for you every single day. It keeps you moving, thinking, and, well, alive. So, it’s time to give it some TLC.
But don’t worry—this isn’t about following some intense fitness regime. Physical wellness can be as simple as tuning into your body’s needs.
Your physical wellness plan should include:
Weekly movement schedule (this could be walks, classed you want to attend, gym sessions or at-home yoga)
Nutrients you are going to include more of in your diet
Healthy habits that you want to adopt into your daily routine
Remember, physical wellness isn’t about perfection. It’s about consistency and showing up for your body, even on the hard days.
4. Create Your Emotional Wellness Plan
Emotional wellness encapsulates pretty much anything that could impact how you feel. To create an emotional wellness plan, you need to think about your current emotional state.
Ask yourself these questions:
How do I feel most of the time?
How well do I handle stress?
How do I process difficult emotions like sadness, anger, or frustration?
Am I able to set and maintain healthy boundaries in my relationships?
Do I feel emotionally supported by the people in my life?
How do I talk to myself in challenging situations?
What triggers feelings of emotional imbalance in me?
Do I take time to care for my emotional needs?
Am I able to forgive myself and others easily?
Do I feel in control of my emotions, or do they often feel overwhelming or unpredictable?
Take a look at your answers to each of these questions. This will give you a good idea about the areas of your emotional wellness that need some improvement.
Once you know what you want to improve, identify 2-3 daily habits or activities that you can incorporate into your wellness action plan to improve your emotional wellness. Some examples include:
Check in with yourself daily: Pause and ask, “How am I feeling today?” Naming your emotions can help you process them.
Create an emotional toolkit: This could include journaling, talking to a trusted friend, listening to uplifting music, or engaging in a creative activity like painting or baking.
Set boundaries: Learn to say no when you need to. Protecting your energy is a form of self-care, not selfishness.
5. Creating a Spiritual Wellness Plan
Spiritual wellness isn’t just about religion—it’s about feeling connected to something bigger than yourself. Whether it’s through nature, meditation, or acts of kindness, spiritual practices can bring a sense of purpose and peace to your life.
Spiritual wellness is a very intimate thing that looks completely different for everyone. I recommend spending some time reflecting on your beliefs, your values and your purpose.
Ways to enhance your spiritual wellness:
Reflection time: Spend 5-10 minutes each day reflecting on what matters most to you.
Practice gratitude: Say thank you—to the universe, to your body, to the people around you.
Explore your values: Write down your core values and align your actions with them.
A strong sense of purpose can be the compass that guides you through life’s uncertainties.
6. Creating a Social Wellness Plan
Social wellness is about building relationships that uplift and support you. This part of your wellness action plan should determine how you will nurture healthy relationships, open doors for new relationships and remove toxic relationships from your life.
Here are some simple ways to improve your social wellness:
Do a relationship audit: Think about the people in your life. Who energizes you? Who drains you? Who supports you? How goes above and beyond for you? Who makes you feel bad about yourself?
Set aside time for quality connections: Schedule coffee dates, call a friend, or write a heartfelt note to someone you care about.
Join a community: Whether it’s a book club, a workout group, or a volunteering opportunity, find a space where you feel you belong.
The people that you surround yourself play a BIG role in the overall quality of your life.
7. Building a Financial Wellness Plan
Financial wellness is probably one of the most overlooked aspects of wellness. However, it can make a HUGE difference to the quality of your life.
Money is one of the biggest causes of stress amongst UK and US adults and has also been linked to depression and anxiety.
Therefore, it is important that you establish a plan of action to keep your personal finances in check and build good financial wellness.
Simple steps for financial wellness include:
Track your spending: Use an app like Mint or YNAB to see where your money goes.
Set savings goals: Even small goals, like saving for a wellness retreat or a cozy journal nook, can motivate you.
Practice mindful spending: Before making a purchase, ask yourself, “Does this add value to my life?”
Also see: Mindset shifts to build financial confidence
If you want to take things a bit further, you could also map out a plan for building an investment portfolio or starting a second stream of income.
8. Your Environmental Wellness Plan
Your environment plays a huge role in how you feel. A cluttered space can lead to a cluttered mind, while a calm, clean environment can inspire peace and productivity.
Part of your wellness action plan should include daily habits and steps to optimize your environment.
This could be a weekly cleaning checklist, a plan to get outside for 30 minutes each day or some new air freshening products that you would like to buy.
Ideas to improve your environment:
Declutter your space: Start small—tackle one drawer or shelf at a time.
Bring in nature: Add plants, open your windows, or hang up nature-inspired art.
Create a wellness corner (my fav idea!): Dedicate a space in your home for self-care activities like journaling, meditation, or yoga.
The Importance of Tracking Your Progress
We’ve all been there. You create a really great, detailed plan that outlines everything you want to achieve and how to do it.
At first you follow it to the T (woop woop!). But gradually, other priorities take over your plan and you end up falling completely off track.
Sound familiar?
A wellness action plan is only as good as your follow-through. But here’s the secret—progress doesn’t have to be perfect. It just needs to be consistent.
How to track and adjust your plan:
Daily check-ins: Spend 5 minutes at the end of each day reflecting on what worked and what didn’t.
Celebrate small wins: Every tiny step forward counts. Acknowledge and reward your efforts.
Find an accountability buddy: Share your goals with a friend who can support and motivate you.
By keeping tabs on your progress, you’ll stay inspired to keep going—even when life gets busy.
Putting It All Together: Your Wellness Plan in Action
Now that you’ve got all the pieces, it’s time to build your wellness plan. Start by picking one or two areas to focus on—trying to tackle everything at once can be overwhelming.
Use this simple template to get started:
Goal: What do you want to achieve?
Daily Actions: What small steps will you take?
Check-In Schedule: How often will you reflect and adjust?
And remember, your plan is a living document—it’s okay to tweak and evolve it as your needs change.
Next Steps
If you’ve made it through this whole blog post, you’re probably eager to get going with your wellness action plan (I know I am!).
This is where I would like to turn your attention to The Dream Life guided journal - your very own 27-step personal growth plan that walks you through ALL of the above and MUCH more.
This journal has been designed to take you through abolsotuely everything that you need to become the best version of yourself. It’s 50 self-help books packed into one interactive workbook.
You can find it in our shop or click the link above to get your copy today!
Whether you decide to invest in the journal or not, I would love to know how you found this wellness action plan template guide. Let me know in the comments below ⬇️