Backward Planning (Backcasting) for Personal Goals

Fix the finish first. Then ask what had to be true just before it, until you reach a step you can take today.

Backward planning, also called backcasting, is a way to plan that starts at the end. You describe the finished result and its date first, then work back in time, asking what had to be true just before each point, until you reach one step you can take now. Forecasting asks where today leads. Backcasting asks how to get from today to a future you choose.

Where backcasting comes from

The word comes from energy policy. John B. Robinson proposed "energy backcasting" as a method of policy analysis in a 1982 paper in the journal Energy Policy (source). Instead of predicting future energy use from current trends, the idea was to describe a future worth reaching and then work out which choices would lead there.

The approach is often linked to Amory Lovins and his "soft energy path" work after the 1973 energy crisis, and Robinson set out the method's basics in more detail in 1990 (source). Since then, planners have used it for cities, companies and climate targets.

This page applies the same move to one person and one goal. That is a borrowing, not a tested method: the research on backcasting is about policy and organizations, not personal goals. We use it because the logic is simple and it fits how people already plan a project to a deadline.

Forecasting vs backcasting

QuestionForecastingBackcasting
Starts fromToday and current trendsA chosen finish and its date
AsksWhere is this heading?What had to be true just before this?
Good forSeeing what happens if nothing changesFinding the steps to a result you want
Main riskSmall ambitions that follow the trendOptimistic dates if you skip a reality check
Ends withA predictionA first step for today

You can use both. A forecast tells you where your current habits lead. A backcast tells you what would have to change to land somewhere else.

How to backcast a personal goal

  1. Write the finish as done. One or two sentences in the past tense, with a date. "By 1 June I finished the first draft of my book, 60,000 words." Make it something a friend could check.
  2. Add the proof. How would you know it happened? A file, a number, a result. Proof keeps the finish honest.
  3. Step back once. Ask: what had to be true a month before the finish? Write that as done too.
  4. Keep stepping back. Repeat for three months out, this month and this week. Each step should be smaller and closer than the one after it.
  5. Name the obstacle. Pick the most likely thing to stop you and write an if-then plan for it. See implementation intentions for how those plans work.
  6. Stop at today. The last step should fit in about 45 minutes. If it does not, cut it down.

The free reverse planner does a first pass for you. Type the goal as done, pick a date, and it lays out milestones backward with one step for today. No account needed.

A worked example

Sam wants to change careers into user research within a year.

The chain also shows where the risk is. If the 6 month projects slip, everything after them moves. So that is where Sam's if-then plan goes: "If I have not booked a test session by Friday, then I will message one more friend on Saturday morning."

Common mistakes

Backward planning and Reverse Journaling

Reverse Journaling is backward planning written down and kept daily. You write the goal as done, name the obstacle, work back to milestones, do one action today and log what you did at night. The log matters because it shows how long things really take, which makes the next backward plan more accurate.

For a year-long version, see how to plan your year backward. For a shorter horizon, try a 90 day plan.

Try it now

Write one sentence about the finish, as if it already happened, with a date. Then step back until you reach a 45 minute action and do it today. When you want the daily part kept for you, Start From Done turns the plan into a daily sprint and a Done list. The core loop is free. It is a planning tool and cannot promise the result.

Questions

What is backcasting?

Backcasting is a planning method that starts from a chosen future and works back to the present. The term comes from energy policy, where John B. Robinson proposed energy backcasting in 1982.

Is backward planning the same as backcasting?

They use the same move: fix the end point first, then step back toward today. Backcasting is the name used in policy and sustainability planning; backward planning is the everyday name.

How is backcasting different from forecasting?

Forecasting starts from today and asks where current trends lead. Backcasting starts from a finish you choose and asks what has to happen to get there.

Does backward planning work for personal goals?

It has not been tested for personal goals by name, and no method can promise a result. It gives you dated milestones and a first step, and it pairs well with if-then plans, which have research support.

How far back should I plan?

Four or five steps is usually enough: the finish, three months, this month, this week and today. Beyond that the details are guesses.

Keep reading

Plan backward from done