All Of My Worksheet Notes

Worksheet One – Value Assessment: Which goals should you set?

Stage One: Life Area Breakdown

Break down your life into the main areas.
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Break down the main areas further into their sub-sections.
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Stage Two: What Matters to You?

Rank and prioritize the main areas and their sub-sections for the next 12 months.
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Rank and prioritize the main areas and their sub-sections for the next 10 years.
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Stage Three: Growth and Maintenance

Add “M” for maintenance areas and “G” for growth areas for all items in your list.
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Stage Four: Choosing Goal-Setting Areas

Identify the highest ranking “G” areas to focus your goal setting efforts.
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Worksheet Two – Goal Setting: Choosing Your Goal

Stage One: Gathering Ideas

Start to write out a list of goals you see yourself pursuing.
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Stage Two: Selecting the Priority

From the above list, choose one goal that seems to have the highest priority.
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Stage Three: Brainstorming Strategies

Brainstorm ten different strategies for pursuing your selected goal.
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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.
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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).
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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).
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Stage Two: Evaluating Those Efforts

Mark each item with “I” for incomplete, “F” for failures and “S” for success.
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Stage Three: Diagnosing Incomplete Projects and Failed Goals

Identify the patterns underlying your goals listed as “I” and “F”.
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Stage Four: Understanding Successes

Identify the patterns underlying your goals listed as “S”.
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Stage Five: Where’s My Weak and Strong Points?

Identify your primary goal setting strengths and weaknesses.
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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.
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Stage Two: Current Constraints

Calculate the time you have “in theory” and “in practice” on a weekly basis.
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Stage Three: Comparing Capacities

List your three rough numbers (hours) – leftover, stretch target and baseline.
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Stage Four: Accommodating Plans

Identify which strategy you will employ for your goal – status-quo, increasing theoretically possible or outsourcing/automating/batching.
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Bonus Exercise: Timelogging

Decide whether you will try timelogging. If so, identify the steps for doing so.
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Worksheet Five – Planning: Making your project bulletproof

Stage One: Time Investment

List the weekly time investment and the total duration of your goal.
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Stage Two: Weekly Schedule

Decide where you will fit your goal inside your weekly schedule.
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Stage Three: Project Metrics

Define your project metric, to measure how your actions align with your intentions.
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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.
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Stage Five: Picking the Target

Define your exact target you want to reach for your goal.
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Bonus Stage: Pause-Restart Planning

Define your pause-restart strategy.
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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.
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Stage Two: Comparing Outcomes and Those Achieved

Did you achieve the outcomes you set out to achieve.
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Stage Three: What Went Well, What Could Have Gone Better?

What specific things could you have improved in your project.
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Stage Four: Next Steps

In more general terms, how would you change your goal setting and planning going forward.
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