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.
[frm-field-value field_id=975 user_id=current]Edit Note | Go to the Worksheet

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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.
[frm-field-value field_id=977 user_id=current]Edit Note | Go to the Worksheet

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Rank and prioritize the main areas and their sub-sections for the next 10 years.
[frm-field-value field_id=979 user_id=current]Edit Note | Go to the Worksheet

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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.
[frm-field-value field_id=981 user_id=current]Edit Note | Go to the Worksheet

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Stage Four: Choosing Goal-Setting Areas

Identify the highest ranking “G” areas to focus your goal setting efforts.
[frm-field-value field_id=983 user_id=current]Edit Note | Go to the Worksheet

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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.
[frm-field-value field_id=985 user_id=current]Edit Note | Go to the Worksheet

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Stage Two: Selecting the Priority

From the above list, choose one goal that seems to have the highest priority.
[frm-field-value field_id=987 user_id=current]Edit Note | Go to the Worksheet

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Stage Three: Brainstorming Strategies

Brainstorm ten different strategies for pursuing your selected goal.
[frm-field-value field_id=989 user_id=current]Edit Note | Go to the Worksheet

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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.
[frm-field-value field_id=991 user_id=current]Edit Note | Go to the Worksheet

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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).
[frm-field-value field_id=993 user_id=current]Edit Note | Go to the Worksheet

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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.
[frm-field-value field_id=997 user_id=current]Edit Note | Go to the Worksheet

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Stage Three: Diagnosing Incomplete Projects and Failed Goals

Identify the patterns underlying your goals listed as “I” and “F”.
[frm-field-value field_id=999 user_id=current]Edit Note | Go to the Worksheet

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Stage Four: Understanding Successes

Identify the patterns underlying your goals listed as “S”.
[frm-field-value field_id=1001 user_id=current]Edit Note | Go to the Worksheet

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Stage Five: Where’s My Weak and Strong Points?

Identify your primary goal setting strengths and weaknesses.
[frm-field-value field_id=1003 user_id=current]Edit Note | Go to the Worksheet

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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.
[frm-field-value field_id=1005 user_id=current]Edit Note | Go to the Worksheet

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Stage Two: Current Constraints

Calculate the time you have “in theory” and “in practice” on a weekly basis.
[frm-field-value field_id=1007 user_id=current]Edit Note | Go to the Worksheet

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Stage Three: Comparing Capacities

List your three rough numbers (hours) – leftover, stretch target and baseline.
[frm-field-value field_id=1009 user_id=current]Edit Note | Go to the Worksheet

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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.
[frm-field-value field_id=1011 user_id=current]Edit Note | Go to the Worksheet

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Bonus Exercise: Timelogging

Decide whether you will try timelogging. If so, identify the steps for doing so.
[frm-field-value field_id=1013 user_id=current]Edit Note | Go to the Worksheet

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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.
[frm-field-value field_id=1015 user_id=current]Edit Note | Go to the Worksheet

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Stage Two: Weekly Schedule

Decide where you will fit your goal inside your weekly schedule.
[frm-field-value field_id=1017 user_id=current]Edit Note | Go to the Worksheet

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Stage Three: Project Metrics

Define your project metric, to measure how your actions align with your intentions.
[frm-field-value field_id=1019 user_id=current]Edit Note | Go to the Worksheet

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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.
[frm-field-value field_id=1021 user_id=current]Edit Note | Go to the Worksheet

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Stage Five: Picking the Target

Define your exact target you want to reach for your goal.
[frm-field-value field_id=1023 user_id=current]Edit Note | Go to the Worksheet

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Bonus Stage: Pause-Restart Planning

Define your pause-restart strategy.
[frm-field-value field_id=1025 user_id=current]Edit Note | Go to the Worksheet

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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.
[frm-field-value field_id=1027 user_id=current]Edit Note | Go to the Worksheet

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Stage Two: Comparing Outcomes and Those Achieved

Did you achieve the outcomes you set out to achieve.
[frm-field-value field_id=1029 user_id=current]Edit Note | Go to the Worksheet

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Stage Three: What Went Well, What Could Have Gone Better?

What specific things could you have improved in your project.
[frm-field-value field_id=1031 user_id=current]Edit Note | Go to the Worksheet

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Stage Four: Next Steps

In more general terms, how would you change your goal setting and planning going forward.
[frm-field-value field_id=1033 user_id=current]Edit Note | Go to the Worksheet

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