Worksheet One – Value Assessment: Which goals should you set?
Stage One: Life Area Breakdown
Break down your life into the main areas.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Break down the main areas further into their sub-sections.
Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Two: What Matters to You?
Rank and prioritize the main areas and their sub-sections for the next 12 months.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Rank and prioritize the main areas and their sub-sections for the next 10 years.
Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Three: Growth and Maintenance
Add “M” for maintenance areas and “G” for growth areas for all items in your list.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Four: Choosing Goal-Setting Areas
Identify the highest ranking “G” areas to focus your goal setting efforts.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Worksheet Two – Goal Setting: Choosing Your Goal
Stage One: Gathering Ideas
Start to write out a list of goals you see yourself pursuing.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Two: Selecting the Priority
From the above list, choose one goal that seems to have the highest priority.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Three: Brainstorming Strategies
Brainstorm ten different strategies for pursuing your selected goal.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Four: What is the Investment?
Estimate the amount of time, energy and other resources required for all strategies listed above. Also estimate how long you are able to make each strategy your primary goal.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Bonus – Stage Five: Sequencing and Planning Multiple Goals (Advanced tactic)
Establish a priority for a primary goal and a secondary goal by (repeat all exercises above for a secondary goal).Edit Note | Go to the Worksheet
You do not have permission to view this form.
Worksheet Three – Self-Assessment: Identifying strengths, weaknesses and failure points
Stage One: Recent Goal-Setting Efforts
List your recent self improvement efforts (at least five).Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Two: Evaluating Those Efforts
Mark each item with “I” for incomplete, “F” for failures and “S” for success.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Three: Diagnosing Incomplete Projects and Failed Goals
Identify the patterns underlying your goals listed as “I” and “F”.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Four: Understanding Successes
Identify the patterns underlying your goals listed as “S”.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Five: Where’s My Weak and Strong Points?
Identify your primary goal setting strengths and weaknesses.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Worksheet Four – Commitments: Becoming aware of your commitments and constraints
Stage One: Current Commitments
List your current commitments and calculate how much time they currently occupy on a weekly basis.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Two: Current Constraints
Calculate the time you have “in theory” and “in practice” on a weekly basis.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Three: Comparing Capacities
List your three rough numbers (hours) – leftover, stretch target and baseline.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Four: Accommodating Plans
Identify which strategy you will employ for your goal – status-quo, increasing theoretically possible or outsourcing/automating/batching.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Bonus Exercise: Timelogging
Decide whether you will try timelogging. If so, identify the steps for doing so.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Worksheet Five – Planning: Making your project bulletproof
Stage One: Time Investment
List the weekly time investment and the total duration of your goal.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Two: Weekly Schedule
Decide where you will fit your goal inside your weekly schedule.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Three: Project Metrics
Define your project metric, to measure how your actions align with your intentions.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Four: Contingency Planning
List all the interruptions that could come up and decide what you will do if it happens. Plan until you have reached a 95% contingency plan.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Five: Picking the Target
Define your exact target you want to reach for your goal.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Bonus Stage: Pause-Restart Planning
Define your pause-restart strategy.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Worksheet Six – Review: Doing a project post-mortem
Stage One: Comparing Action and Intent
Describe how well did your actions aligned with your initial intentions.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Two: Comparing Outcomes and Those Achieved
Did you achieve the outcomes you set out to achieve.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Three: What Went Well, What Could Have Gone Better?
What specific things could you have improved in your project.Edit Note | Go to the Worksheet
You do not have permission to view this form.
Stage Four: Next Steps
In more general terms, how would you change your goal setting and planning going forward.Edit Note | Go to the Worksheet
You do not have permission to view this form.