The SwiftPlan Worksheet

We've created an interactive document worksheet to aid you in planning your farm succession! You can use it to easily keep track of your progress on your computer; or if you prefer the good ol' pen and paper, feel free to print it out and follow along on the website. You can download the worksheet using the button to the right:


Please Note: You will need the ability to open and save to PDF files. There are many programs with the ability to do this, and if you don't have one yet, we recommend Adobe Reader. You can download it for free from their website using the button on the right:


Using the SwiftPlan Worksheet

Throughout this course you will be presented with opportunities like the one below to engage by recording your progress in the worksheet and using it to keep track of small notes and pieces of information. If you need more space, you can leave notes to yourself in the worksheet or keep an additional text document; the steps and sections are numbered to help you in staying organized. Open the worksheet up and check off the first section, as indicated below:


I have downloaded, saved, and/or printed this document and will keep it in a safe place while I use it to keep track of my succession planning. I've also filled out my personal and family information.

Next Step

Now that you have the tools you need, mark this section complete on your worksheet and click the button below to begin learning about farm succession!