When someone wants to change something about his or her life or create new outcomes in key areas, they often need more than just someone telling them to create goals and then implement it. Most people seem to need the steps more clearly spelled out and a workbook or playbook is something they really appreciate.
The steps can be broken down in the steps shown below. The downloadable worksheets link is right here:
Understand the process:
What matters to you?
Being clear on what matters to you makes it easier to understand WHY you would want more of some things in your life and less of others things in your life. While most people think they know the answers to these questions, you will notice how much clearer it gets when you have to write it down and then read it back to yourself.
Do I have time for this?
Most of us would have more time to work on projects that matter to us if we simply started eliminating activities that do not add value to our lives – based on what is important to us. The next two sheets first of all help to highlight how you spend your weeks (typically) and then help you identify how much time you could potentially free up for working on meaningful activities to get you closer to the life that you want for yourself.
What would I like to achieve?
This sheet starts with jotting down new outcomes that one would like to see in some key areas and then it moves to the right planning needed – which activities would do you plan to do in each month? The overall objective is to avoid having competing priorities within the same time of the year. Spacing activities out over a year period helps to ensure you keep focused while making progress in the most important areas over a 12-month period. Note that is is almost always a good idea to pick only maybe two or three projects to work on every month to avoid feeling overloaded and overwhelmed. Those two can lead to feeling demotivated and abandoning all of your plans to create a life you can love.
How will I move forward?
This step gets into more detail regarding your plan. There is an area to select what the next step may be for each of the projects you want to work on. It could be that you may need to gather more information or maybe you need to reach out to more people to learn from them or get advice from them- but who? Perhaps you need to build a prototype or get others to give you feedback on your idea? Maybe you need to try to see how it works for you – trying a new way of doing something? The page continues on with identifying whom you know who could help you with advice or maybe introduce you to someone who could help you. And then finally identifying where (place or area of interest) you need to do some research to find out more about what you could explore next and which organizations in your area may be able to help you move forward.
What is my plan for the next few months?
Looking at what needs to be investigated or one over the next few months, this sheet provides a space to keep rack of the top 2 or 3 things you would like to achieve this month to move forward on the projects you have picked for the next few months. There is also a handy check-box which helps you keep track of completed activities versus ones that are still open.
How am I doing?
Sometimes we start on the path of working on life improvement projects and then we get stuck or we get so distracted that we lose our focus. There are many reasons why we might get stuck but getting unstuck is not always easy. This sheet helps you do that.
Taking you from your original objectives, this sheet helps you acknowledge how far you got and what you have completed. Then it helps you think through what the next steps would be. You may need to continue making progress and maybe you need to stop and ask for advice or get more information in order to move forward.
Go back to Step 2 and renew your plans
When you have worked through the sheets and some months have passed it is a good idea to go back and review the reasons you are working on the projects – which are captured in Step 2. Then follow through each of your completed sheets to consider what you might like to change or add to your planning to renew your approach. Some projects end up unfinished because they seem less important once yo have taken more time to do research and talk to people with more knowledge in a specific area. It is okay to decide to abandon these project if they do not matter to you anymore.
Other new projects may be started while a few may continue from your earlier efforts and enter new phases – maybe you are ready to finalize a website or start selling something you have been meaning to put on the market.
I hope these workbook/playbook pages have given you new enthusiasm to plan out and move forward on creating more outcomes in your life that matter to you resulting in having a life that you love!