THE GOALSGUY Continuum

L e g a cy
M is s i on
Spiritual

Personal

Financial

Health

VALUES
VALUES

ion
M i ss y
c
Lega

Career

Community

Recreation

Family

Mi
ssi
Leg on
acy

Household

Friends

Values lay the groundwork for your goals;

Goals lead to the fulfillment of your mission;
Your mission leads to the realization of
your lifes workyour legacy.
Gary Ryan Blair

Copyright GoalsGuy Learning Systems, Inc., 2000

This book is copyrighted material. All rights reserved.

It Is against the law to make copies of this material without getting specific written permission in advance from GoalsGuy Learning Systems, Inc.
No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic,
mechanical photocopying, recording or otherwise, without written permission of the publisher.
The GoalsGuy, Our Goal is Simply to Help You Achieve Yours, and Everything Counts are registered trademarks of GoalsGuy Learning Systems, Inc.
International rights and foreign translation available only through negotiation
with GoalsGuy Learning Systems, Inc.
Printed in the United States of America
ISBN 1-889770-56-6

ACHIEVING BUSINESS AND PERSONAL EXCELLENCE

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NAME

DATE

911 Klosterman Road East

Tarpon Springs, FL 34689
1-877-GOALSGUY www.goalsguy.com

Our Goal is Simply To Help You Achieve Yours.

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PERSONAL STRATEGIC PLAN

Putting it all Together
Contents
Introduction ................................................................... 2
Personal Philosophy ...................................................... 3
Legacy Statement .......................................................... 4
Personal Mission Statement .......................................... 7
Core Values .................................................................. 10
Personal Code of Ethics .............................................. 12
Lifetime Objectives ...................................................... 14
This Years Goals (January - December) ..................... 16
5 - 10 Year Goals .......................................................... 29
Long Term Goals & Dreams; 10 Years + ..................... 30
Personal Board of Directors ........................................ 31
Personal Maintenance & Performance Check Up....... 32
Report Card Performance Grid .................................... 34
Personal Reasons Why ................................................ 35
GoalsGuy Library ......................................................... 36

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Introduction
The purpose of your Personal Strategic Plan is to provide you with a resource that when implemented,
reviewed, and revised will allow you to achieve more in the next twelve months than you have in the last five
years.
Your Personal Strategic Plan is designed to help you understand, through examples and exercises, the value of
personal leadership. Personal leadership is not a singular experience. Rather, it is an ongoing process of
clarifying your vision and values and aligning your life with the timeless principles of focus and balance.
Your Personal Strategic Plan is comprised of twelve sections: Personal Philosophy; Legacy Statement; Mission
Statement; Core Values; Code of Ethics; Lifetime Objectives; This Years Goals, 5-10 Year Goals; Longer Term
Goals & Dreams; Personal Board of Directors; Personal Maintenance & Performance Check-Up; and Personal
Reason Why. Each of these sections includes a brief introduction, set of instructions, and an example of the
task at hand (i.e., a sample mission statement). The idea is to provide you with a set of brief and clear
examples to jump-start your own journey of self-discovery.
Incidentally, you will find that writing your Personal Strategic Plan is facilitated by time alone to reflect. For
many, escaping the distractions of work and family life is a necessary step in gaining perspective.
Consider setting aside an afternoon in the sunshine. Communing with nature has a relaxing and renewing effect
on many people. If you are one of these, plan a trip to walk barefoot on the beach or hike in the woods. Bring
along your pen, Personal Strategic Plan, and Personal Goal Planner and spend time both enjoying the beauty of
nature and contemplating your life from a deeper perspective. Or, if youd rather relax inside, spend some time
alone in a quiet and familiar place, perhaps with soft music playing in the background. Regardless of the
setting, your task is the same: reflect, write, and discover.
Embrace this Personal Strategic Plan, view it as a living, breathing document that focuses your energy and
actions on the realization of your goals. Over time, as your grow and walk confidently in the direction of your
dreams, you will find that your plan will require some adjustments. Thats perfectly normal. Invite those
changes, they are the unexpected events that make the journey more enjoyable.
Everything Counts!
Gary Ryan Blair
The GOALSGUY

P.S. I welcome your comments, please drop me a note at gary@goalsguy.com and share your thoughts on The
GOALSGUY products and services.

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Personal Philosophy
Write your personal philosophy and life slogan along with its meaning.
An example of someones personal philosophy is:

Everything Counts
Everything that I do, think and say either moves me towards the goals and the quality of life I
want or away from them. Everything Counts!

___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________

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Legacy Statement
The narration of what you visualize to be your lifes work your legacy should serve as your lifes defining
statement. Your Legacy Statement is the starting point for defining your parameters for living a centered life.
Your legacy statement serves a two-fold purpose. First, it provides an over arching framework for all mission
statements and goals to follow. Second, it answers the question, What do I want to be remembered for?
Everyone has a sense that they have a purpose to serve, one higher than the pursuit of pleasure and
entertainment. However, we rarely take the time and apply the effort necessary to clearly articulate and
define that general sense, to frame it on paper and use it as a guiding vision for our lifes work.
All of the various elements of our respective Legacy Statements lie inside each of us. The challenge is to
identify and then articulate them as a concise statement of our talents, interests, and our deepest desires.
In this way, the very act of writing a Legacy Statement is much like a treasure hunt of self-discovery.
A Legacy Statement is the beginning of personal leadership. It sets general parameters for your life. Good
choices are made and values honored when your legacy statement is internalized. The best way to internalize
your legacy is to rewrite and refer to it continually.
Consider the following questions. You will find that your answers provide the rudiments of your first Legacy
Statement draft. After completing your answers, arrange them in an order which appeals to you and sketch a
rough outline of your personal legacy. Be prepared to spend considerable time and energy on your first draft.
As you wordsmith your legacy into a fulfilling, representative statement of your aspirations, challenge each
word and phrase. Once you are satisfied with your draft, record your Legacy Statement both on the following
page and in your Personal Goal Planner.
1. What do I want to be remembered for?
2. What higher purpose do I want my life to contribute to?
3. What do I want the chief end-result of my life to be?
4. What is the purpose of my life and what will be my lifes world?
Example of a Legacy Statement
When I reach the end of my days, I must look back on something more meaningful than the pursuit of houses
and land and machines and stocks and bonds. Nor is fame of any lasting benefit. I will consider my earthly
existence to have been wasted unless I can recall a loving family, a consistent investment in the lives of
people, and an earnest attempt to serve the God who made me. Nothing else makes much sense.

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Legacy Statement
The following explains the content of my Legacy Statement, phrase by phrase

1. ___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________

2. ___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________

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3. ___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________

4. ___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________

5. ___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________

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Mission Statement
One of the single most effective tools in living a centered life and fulfilling your Legacy is a Mission Statement. The
strength of a Mission Statement is four-fold.
Writing a Mission Statement forces you to think deeply about your life. It causes you to expand your
perspective and to examine your innermost thoughts and feelings. In this process you clarify the purpose
of your life and identify what is really important to you.
Writing a Mission Statement forces you to clarify and succinctly express your deepest values and
aspirations.
Writing a Mission Statement firmly imprints your values and purposes in your mind so that they become a
proactive companion throughout each day.
The integration of your Mission Statement, with your daily and weekly planning, gives you a tangible
method of keeping your vision constantly before you.
Your Mission Statement should represent your personal character and integrity. It should reflect the people, things,
and places you value most in life as well as your talents, strengths, and aspirations. A Mission Statement is the
second step towards personal leadership. It sets general parameters for your life. Good choices are made and
values honored when your Mission Statement is internalized. Again, as in the case of your Legacy Statement, the
best way to internalize your mission is to rewrite and refer to it continually.
Consider the following questions. You will find that your answers provide the rudiments of your first Mission
Statement draft. After completing your answers, arrange them in an order which appeals to you and sketch a rough
draft of your personal mission.
Again, as in the case of your Legacy Statement, be prepared to spend considerable time and energy on your first
draft. As you wordsmith your mission into a fulfilling, representative statement of your aspirations, challenge
each word and phrase. Once you are satisfied with your draft, record your Mission Statement both on the following
page and in your Personal Goal Planner.
1. What qualities of character do I want my life to represent?
2. What attitudes do I want to reflect in my life?
3. The following are the 5 most important things to me (i.e., people, places, things).
4. What are the activities I value most in my work life?
5. What are the activities I value most in my personal life?
6. What do I believe are my talents and strengths?
Example of a Mission Statement
My mission is to be a loving teacher, student, and example of simple, universal, and timeless
principles of human effectiveness, which help me and others to awaken, reinforce, and expand
the presence of God in our lives.

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Mission Statement
The following explains the content of my Mission Statement, phrase by phrase

1. ___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________

2. ___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________

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3. ___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________

4. ___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________

5. ___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________

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Core Values
Fundamental to any goal-setting process should be the identification of ones personal values and ethics. All
too frequently, we dismiss this crucial step in favor of immediately beginning the task at hand. Our values act
as our compass, guiding us through lifes terrain. One certain way of knowing that you are living in accordance
with your values is by defining guidelines and measurements for value centered living.
On the following pages, list and prioritize your values (i.e., integrity, duty, love). Write your personal definition of
each value in simple, concise language. Upon defining each value, list the specific ways in which you will know
you are putting each given value into practice. In short, these statements will allow you to measure your
success in life.
Example
Health: Excellent health benefits everything else in my life. I will demonstrate respect for it with proper
nourishment, exercise and rest.

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Whenever I treat my body with love and respect by feeding it healthful, nutritious foods.

Whenever I exercise.

Whenever I push my body to expand its present physical limits.

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Core Values
The following are the five Core Values of my life listed in order of priority, along with their
corresponding definition. Below each value are the ways in which I measure how
well I am living in congruence with my values.

Value # 1: _____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
Value # 2: _____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
Value # 3: _____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
Value # 4: _____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
Value # 5:
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________

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Personal Code of Ethics

What do the Apostles Creed, the ethics code of the Elvis Presley Imitators, and the Mafia initiation oath have
in common? A similarity of form though just barely. More striking is their similarity of purpose. They reflect an
effort to make sense of things, to understand ourselves, and to organize conduct.
What is a code of ethics? Although the image of a framed set of business commandments comes immediately
to most peoples mind, the answer is not quite that simple. A code is, in essence, a list of rules or principles,
and there are many kinds.
The Ten Commandments, which is considered by some to be the highest code the Great Code that was
handed down from the mountain to help guide an entire people. The commandments remain one of the most
influential of all codes, and a model for business and personal excellence.
Words quietly influence our attitudes and opinions. At one time this nation held a profound and simple faith in
the power of words. Codes of conduct, personal creeds, and pledges all reflect an effort to make sense of
things, to organize society, and to better understand ourselves.

Example of a Personal Code of Ethics

I will always:
1. Work Hard - It is the best investment I can make.
2. Study Intently - It will enable me to work more effectively.
3. Take Initiative - It is a sure way of keeping from the comfort zone.
4. Love My Work - It will always remain fun and challenging.
5. Be Exact - It guarantees excellence, credibility and prevents mediocrity.
6. Remain Optimistic - It will allow me to overcome difficulties.
7. Cultivate My Personality - It is the perfume of life.
8. Help and Share - It is the test of greatness and determines my legacy.
9. Do My Best - Anything worth doing is worth doing well.

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Personal Code of Ethics

What follows are the rules and principles by which my life operates.

1. ____________________________________________________________________________________________

2. ____________________________________________________________________________________________

3. ____________________________________________________________________________________________

4. ____________________________________________________________________________________________

5. ____________________________________________________________________________________________

6. ____________________________________________________________________________________________

7. ____________________________________________________________________________________________

8. ____________________________________________________________________________________________

9. ____________________________________________________________________________________________

10. ___________________________________________________________________________________________

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Lifetime Objectives
In the case of Lifetime Objective we are speaking of the life you hope to lead. Your objectives should be written
within the framework of your Legacy & Mission Statements; each Lifetime Objective, in each life area, should
directly support your Legacy & Mission Statements.
The key to any Personal Strategic Plan is to visualize your desired outcome. Its important to write and rewrite
your Lifetime Objectives as affirmations of the future you are working to realize.
On the following pages, write your Lifetime Objectives, in each life area. Pay considerable attention to the
wordsmithing of each objective. Be certain to write each objective as a positive, present tense, personal
affirmation.
Example of Lifetime Objectives
Personal: I am continuously learning, loving and growing and am proud of the man I have become.
Health: I maintain and enjoy peak health and energy.
Recreation: I regularly rest, relax and refresh my body, mind, and spirit.
Family: I excel as a loving husband and father.
Friendship: I attract and enjoy loving, intimate, and long lasting relationships in my life.
Community: I freely give of myself and enjoy serving others.
Career: I enjoy a great sense of fulfillment, fun, self-expression, and contribution in all my business dealings.
Financial: I am financially independent and debt free.
Household: I enjoy peace, comfort, and laughter in my home.
Spiritual: I love, honor, and serve the Lord with all my heart.

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Lifetime Objectives
The following are statements of my lifetime objectives by individual category:
1.

Personal: ____________________________________________________________________________
_____________________________________________________________________________________

2.

Health: ______________________________________________________________________________
_____________________________________________________________________________________

3.

Recreation: __________________________________________________________________________
_____________________________________________________________________________________

4.

Family: ______________________________________________________________________________
_____________________________________________________________________________________

5.

Friendship: ___________________________________________________________________________
_____________________________________________________________________________________

6.

Community: __________________________________________________________________________
_____________________________________________________________________________________

7.

Career: ______________________________________________________________________________
_____________________________________________________________________________________

8.

Financial: ____________________________________________________________________________
_____________________________________________________________________________________

9.

Household: ___________________________________________________________________________
_____________________________________________________________________________________

10.

Spiritual: _____________________________________________________________________________
_____________________________________________________________________________________

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This Years Goals

The key in writing your Monthly Goals is to make them measurable specific, and time-bound. Once completed,
they will serve as guiding beacons for corresponding daily goals as you work with your Personal Goal Planner
each month.
Review your list of Annual Goals, then assign the corresponding goals to each month. Be certain to further
define the scope of each goal by including life areas, specifics, and target dates. As you prepare to begin each
month, refer to your list of goals, update them as needed, and record them in your Personal Goal Planner.
In addition to detailing Monthly Goals, it is also valuable to predetermine Rewards which correspond to defined
goals. Your Rewards, personal or sentimental in nature, will serve as fuel, motivating you to stay focused on
your goals. As you reach each goal, it is healthy to pause and celebrate your victory.

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January Goals
1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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February Goals
1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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March Goals
1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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April Goals
1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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May Goals
1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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June Goals
1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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July Goals
1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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August Goals
1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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September Goals
1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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October Goals
1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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November Goals
1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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December Goals
1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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5 - 10 Year Goals
1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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Long Term Goals & Dreams; 10 Years+

1. ____________________________________________________________________________________________________
2. ____________________________________________________________________________________________________
3. ____________________________________________________________________________________________________
4. ____________________________________________________________________________________________________
5. ____________________________________________________________________________________________________
6. ____________________________________________________________________________________________________
7. ____________________________________________________________________________________________________
8. ____________________________________________________________________________________________________
9. ____________________________________________________________________________________________________
10. ___________________________________________________________________________________________________
11. ___________________________________________________________________________________________________
12. ___________________________________________________________________________________________________
13. ___________________________________________________________________________________________________
14. ___________________________________________________________________________________________________
15. ___________________________________________________________________________________________________

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Personal Board of Directors

The following are my advisors, mentors and role models:

1. ____________________________________________________________________________________________

2. ____________________________________________________________________________________________

3. ____________________________________________________________________________________________

4. ____________________________________________________________________________________________

5. ____________________________________________________________________________________________

6. ____________________________________________________________________________________________

7. ____________________________________________________________________________________________

8. ____________________________________________________________________________________________

9. ____________________________________________________________________________________________

10. ___________________________________________________________________________________________

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Personal Maintenance &

Performance Check Up
Monthly or quarterly you should pause to evaluate your performance. What progress have you made? Where
have your been challenged? It is also important to step back and consider whether any of your goals are
unachievable. A regular schedule of reevaluation serves to realign your focus and update your Personal
Strategic Plan.
At the close of each month or quarter, review the criteria and determine your future course of action.
The objective of these check-ups is to measure and celebrate progress, make necessary adjustments to current
strategy, and to add or delete goals if appropriate.
Measurement Criteria is as follows:
Step #1 Identify the goal or action item to be assessed.
Step #2 Analyze current situation in relation to ideal outcome.
Step #3 Inspect all successes and failures for causes and effects.
Step #4 Update strategy and action items if necessary.
Step #5 Celebrate and enjoy each goal achievement.

32

Per sonal Strate gic Plan

ACHIEVING BUSINESS AND PERSONAL EXCELLENCE

THE GOAL SETTING AND PERSONAL STRATEGIC PLANNING PROGRAM

Personal Maintenance &

Performance Check Up
The following dates have been set aside to serve as my maintenance check ups.
Each check-up is to last no longer than one hour. This time has to be noted in my calendar.

1. ____________________________________________________________________________________________

2. ____________________________________________________________________________________________

3. ____________________________________________________________________________________________

4. ____________________________________________________________________________________________

5. ____________________________________________________________________________________________

6. ____________________________________________________________________________________________

7. ____________________________________________________________________________________________

8. ____________________________________________________________________________________________

9. ____________________________________________________________________________________________

10. ___________________________________________________________________________________________

P u t t i n g i t a l l To g e t h e r

33

ACHIEVING BUSINESS AND PERSONAL EXCELLENCE

THE GOAL SETTING AND PERSONAL STRATEGIC PLANNING PROGRAM

Report Card Performance Grid

life form
came
a report
what kind
of grades would
be getting?
Directions: UseIfthis
towith
evaluate
()card,
the current
performance
of anyyou
goal(s).
When completed
make notes for improvements, adjustments and/or celebrations.
Scoring Key: A = Exceptional, B = Good, C = Average, D = Poor, F = Counter-Productive.
Goal

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

34

Per sonal Strate gic Plan

Notes

ACHIEVING BUSINESS AND PERSONAL EXCELLENCE

THE GOAL SETTING AND PERSONAL STRATEGIC PLANNING PROGRAM

Personal Reasons Why

The following are my personal reasons why I want to achieve this plan:

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___________________________________________________________________________________________

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P u t t i n g i t a l l To g e t h e r

35

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