Personal Strategic Planning

Becoming
aware is
critical to
getting what
you want.
What’s important to you?
Is your life on track?
Are you fulfilled?
If you haven’t taken the time to get clear on what’s most important
to you, you may be chasing after things that really don’t matter.
Spend the time.
Get focused.
Create the life you want.

It's About You with Dr. Debbie
www. ThinkThethoughts.com
1

Is about identifying your purpose or mission
with what you are here to do, aligning
your personal and professional goals with
who you are, and what is most important to you.
Personal strategic planning is your
doorway to your future.

We all have our own unique mission.
Your mission may be large or narrow in scope.
Maybe it’s to change the world,
Maybe it’s to live your life with integrity.
Maybe it’s to create beautiful things,
Maybe it’s to learn to appreciate yourself.

It's About You with Dr. Debbie www.
ThinkThethoughts.com 2

1. Identify what’s important to you (core values).
The first step is to clarify your values. Ask yourself, “What values and virtues do I
most admire and wish to incorporate into my life?”

1. Decide where you want to go (mission).
The clearer you are about what you value and believe in, the happier and more
effective you will be.

1. Envision what it looks like when you get (vision).
2. Identify any roadblocks in your way (critical issues).
3. Identify the goals to breakthrough roadblocks.
4. Create a plan to meet the goals.
5. Establish check points; adjust the plan as needed.

It's About You with Dr. Debbie www. ThinkThethoughts.com
3

1. Make a list of your core values.
2. Make your mission your priority.
3. Create a picture of what your mission looks like
completed.
4. Clearly state the qualities you will demonstrate.
5. Make your decisions based on your values and the
end results you want.
6. Revisit your values and vision periodically.
7. Live every day based on what you have decided to
be the most important in your life.

4

The values you
choose, and the
order of priority
you place on your
choices, will
determine your
approach to your
life and work
 Values are your beliefs.
 Values are what make you tick.
 Core values represent core priorities.
 Values are a key component of strategic planning;
they drive the intent and direction of the plan.
Note: When you compromise your core values you become at odds
with yourself and tend to behave in reactive ways that create
stress and distress in your life…bad idea.

It's About You with Dr. Debbie www. ThinkThethoughts.com 5

1. List the three material items you value most in the world.
A.
B.
C.

2. List the 3 beliefs or values that are most dear to you.
(For example: your belief in honesty, God, democracy)
A.
B.
C.

3. List the 3 relationships that you value the most.
A.
B.
C.

6

Number
 Take the nine items and 9._________________
prioritize them in terms of
importance to you. 8. _________________
 If you were in a desperate, 7. _________________
perhaps dying situation, and had
to give up two items each day 6. _________________
for four days, what would be the 5. _________________
first to go and what would be
the last? 4. _________________
 Take the time to actually 3. _________________
prioritize your list and then
Last to be dropped from your life
imagine eliminating two each
day for four days: First to be 2. _________________
dropped from your life
1. _________________


INSTRUCTION
1. Use the list on the following page to help identify your top
5 to 6 core values……things that are MOST important to you.
2. This is a beginning list ….. feel free to add others .
3. Whittle your list to 6.


 Family  Friendship  Honesty
 Integrity  Forgiveness  Collaboration
 Flexibility  Tolerance  Result
 Caring  Understanding  Knowledge
 Advancement  Flexibility  Love
 Work  Being accountable  Making money
 Professionalism  Being the best  Financial Security
 Understanding  Constancy  Goodness
 Analysis  Recognition  Respect
 Communication  Sharing  Faith
 Inclusion  Supporting  Compassion
 Involvement  Helping Growth  Cheerfulness
 Listening  Integrity  Respect
 Innovation  Creativity  Having
 Education  Fun  Being at peace
 God  Health  Doing
 Security  Wisdom  Success
 Adventure  Self-reliance  Service
 Authenticity  Humor  Spirituality
 Freedom  _______________  _______________
 _______________  _______________  _______________
 _______________  _______________  _______________

9

PREFERRED VALUES ACTUAL VALUES
Now order how you usually live
Prioritize your identified values in these values from most important
how you want to live them. to least important.
1. _______________________ 1. _______________________
2. _______________________ 2. _______________________
3. _______________________ 3. _______________________
4. _______________________ 4. _______________________
5. _______________________ 5. _______________________
6. _______________________ 6. _______________________

It’s not unusual to find you’re not living your values in your preferred manner.
Sometimes your core values don’t even make it to your actual list. When this happens
your decisions tend to get made based on circumstances and social pressures and you
end up feeling frustrated and bad. Getting clear on your values reinforces and solidifies
how you choose to spend your time…right here, right now. Your time isn’t replaceable.
There are NO re-do’s on yesterday. Work on living your life based on what is most
important to you…it eliminates bad decisions and creates an internal knowing that your
life is on purpose….now what could be better than that?


What is my life about?
What do I stand for?
What action am I
taking to live what my
life is about and what I
stand for?

11

 Now that you know what is important (your core
values), it’s time to take a closer look at what you
want to do in your life….What is your purpose?
 Okay, so it sounds daunting…
• It won’t be.
• This is important.
• This is About You, your life and how you decide to live it…
What is more important than that?
 With some thoughtful introspection and a few
exercises you will be on your way.

12

 A personal mission statement defines who you are
and how you will live.
 It is your written down reason for being.
 Your personal mission statement is intended to
guide you in your day-to-day actions and
decisions.
 It keeps you on track, particularly when you
experience life’s highs and lows.


1st 2nd
What you wish to Who you want to be.
accomplish and contribute. The character strengths and
qualities you wish to develop.


1. In each column pick the words you relate to most or feel a strong attraction to. If there are
other words not listed that you really love add them to the list.
2. From that list ultimate select only the 3-4 words that excite you or/and you a sense of connection.

Accomplish Compliment Engage Give Manifest Pursue Speak
Acquire Compose Engineer Grant Master Realize Stand
Adopt Conceive Enhance Heal Mature Receive Summon
Advance Confirm Enlighten Hold Measure Reclaim Support
Affect Connect Enlist Honor Mediate Refine Surrender
Affirm Consider Enliven Host Model Reflect Sustain
Alleviate Contact Entertain Humor Mold Reform Take
Appreciate Continue Enthuse Help Motivate Regard Tap
Associate Counsel Establish Identify Move Relate Team
Ascend Create Evaluate Impact Negotiate Relax Touch
Be Decide Excite Implement Nurture Release Trade
Believe Defend Explore Improve Open Rely Translate
Bestow Delight Extend Improvise Organize Remember Travel
Brighten Deliver Express Inspire Participate Renew Understand
Build Demonstrate Facilitate Integrate Pass Resonate Use
Cause Design Fashion Involve Perform Respect Utilize
Call Devise Faith Keep Persuade Restore Unite
Choose Direct Finance Know Play Return Validate
Claim Discover Forgive Labor Possess Revise Value
Collect Discuss Foster Launch Practice Sacrifice Verbalize
Combine Distribute Further Laugh Praise Safeguard Volunteer
Command Dream Friendship Lead Prepare Satisfy Work
Communicate Drive Fun Light Present Save Worship
Compel Educate Family Live Produce Serve Write
Compete Elect Gather Love Progress Share
Correct Embrace Generate Make Promise Shape
Encourage Provide Share
Prosper 15

 Putting pen to paper makes all the difference in
validating your purpose and makes it real.
 Incorporate your values and reflect how you
want to live your life.
 Your mission is not what you do as much as
who you are while you are doing it.
 Simplicity has the greatest impact.
 Create an easy-to-remember sentence.


 In all situations I will choose to create harmony by acting with
patience, understanding and thought before I speak.
 To work and play where my integrity cannot be compromised and
my actions reflect my appreciation for life.
 To live my life with intention by listening, learning, laughing and
loving the world around me.
 To be honest, cheerful, and forthright, living my life with integrity
and treating others with dignity and respect.
 To inspire, connect, and touch other people in a meaningful way
that makes a difference.
 To think in ways that serve me and those around me with
cheerfulness, honesty, respect and humility.


Your vision
gives you
direction and
motivation to
keep you on
track.
“ Your vision is the promise of
what you one day shall be.”
James Allen

19

What it is What it does Key Components Vision Killers
It keeps you going and Promotes laser like Positive and inspiring. Tradition: I have
moves you forward focus. always done it that
when you are Incorporates your way,
distraught or facing Encourages and builds beliefs and mission.
discouraging odds. confidence. Fear of ridicule
Describe what you
Breaks you out limited Builds trust through want to see in the Complacency
thinking. ownership and future
involvement. Short term thinking
Identifies your
direction and purpose. Keeps you going when Living in tomorrow
your mission seems instead of seeing it.
Alerts those involved heavy.
or affected to needed Trying and not
change.. Keeps you from being intending.
caught in the past and
seeing beyond the
present.


Kick start your vision

In Your Primary
Relationships?

In your family?

In your work or
school?


It is Monday 9 a.m. morning, It is now Sunday, 6 pomp
three years from now
 Where are you?  Where are you?

 What are you doing?  What are you doing?

 Who are you seeing?  Who are you seeing?

 What are you wearing  What are you wearing


IMAGINE YOUR FUTURE
Reality Check Reality you…what is
It’s about
Check
your legacy?
You are now a very old person, walking You are about to die. What did you
with a child, who asks you: "What accomplish before you left?
are you most proud of in your life?"


Think about your vision,
hopes & dreams
coming true…
Personal Come on, let loose!

Professional

24

The
more
detail
the
better..

Reads
like
a
bestseller!

We are talking about your life
here. Don’t quite on yourself
now. Trust the process!

25

The difference between where you
are……your current status, and
where you want to be……your vision is
what you do, the specific steps that take
you there …Your Action Plan.


 What do you want that you don’t have…
what is it you want to achieve?
 What do you want to preserve that you already
have…?
 What don’t you have that you don’t want in your
life…What do you want to avoid?
 What do you have now that you don’t want…
What do you want to eliminate?
Use these questions to
help clarify your goals.
Once you get the hang
of it, it’s easy 


 Once you have defined your mission, vision, and
core values you are ready to look more closely at
what you have to work with and what can get in
the way of you achieving what it is you want.

 The StrengthsWeakness Opportunity Threat analysis
collects information to answer questions about
the present and future factors that could affect
your results.


Sample MISSION Statement:
To inspire, connect, and touch lives, making a difference through my words, actions and drive.

Sample SWOT ANALYSIS
What do you have to work? What might get in the way of achieving what you want?
Personal Personal Potential Potential
Strengths Weaknesses Opportunities Threats (obstacles)

Creative Impulsive Marketing myself Lack of marketing
Fun & Funny Hyper focused or no Create an interactive web site skills
Quick wit focus Radio host
Knowledgeable Book , articles Inadequate tech skills
Loving Self isolating On line resources
Generous Impatient Coaching Identifying saleable
Intuitive Seminars product or sponsors
Spontaneous Resistant to Radio guest
Direct learning tech things Internet and social networking
Positive/optimistic
Goal oriented Health care organizations As you review the
Confident Community agencies example note the
Passionate Presentations to schools correlations between
Time is my own areas. You can see
where the roadblocks
Income and connections are
which give you the
ability to define goal
areas you need to
breakthrough to get
you to your mission.


Time line
required
1. Create a high end interactive web site with full range of content to meet
goals
(information, quizzes, self help, blog, u-tube, radio links) with and/or
weekly updates and face book post. check
progress.

2. Create an on line marketing campaign that drives people to
Timelines
web site and internet radio show where stats reflect 10 to15% keep you
increase each month. on track
and
motivated.

3. Secure 2 to 4 speaking engagements with honorariums and 2 to Keep your
4 paying clients for coaching. mission
Once goals are identified its time to and plan in
develop the actions steps to a visible
achieve them. Review SWOT for place.
potential helpers, brain storm, get
the momentum going!


The action steps include the activities, goals, and timeframes required to achieve your mission.
The goals are the checkpoints along the way: they must have target dates for completion.
The action steps are what it takes to meet the goals which will take you to toward your mission.

Goal: Develop a time management plan which sets aside meaningful time for
myself, my family and those things I value most.

Actions: Example
1. Purchase and read a book on time-management.
2. Establish priories regarding my daily use of time.
3. Explore potential of time management evening class.
4. Post my set of priorities in a prominent place and put copy in my daily planner.
5. Establish a contract with myself that I will devote at 15-30 minutes every day to
my long-term priorities before I do other activities.
6. Talk with spouse about creating specific family time.

Time line: 30 days.
*Note: You will use specific calendar dates.


 To keep you on course checkpoints must be
present along the way; this is the purpose of
the target dates.

Adjust the plan as needed
 Are you where you anticipated being?
 If not, why not, and what do you need to do
differently?


Review your core values.
Review your mission statement.
Consider your swot analysis.
Decide on your breakthrough goals.
Determine the actions you need to take and the timelines.
Review your plan frequently.
Check off or modify goals/ actions as needed.
Continue to use the process to move you toward your life vision!


Personal Strengths Personal Potential Potential
Weaknesses Opportunities Threats (Risks)
My Core Values

____________
____________
____________
____________
____________
____________

It’s your turn.
Take your time.
Consider asking
people you
respect for
input..


Goal(s) Action steps Expected
What do I need to accomplish What do I need to do to meet the goal, the specific steps I must take Date
to get what I want? and when I will get them done. to meet goal
Refer to slides 30-31 for examples

“Your life is
controlled
by your
thoughts.
Your
thoughts
are
controlled
by your
goals. ”

Earl
Nightingale

35

It’s About You
VoiceAmerica.com
Variety Channel

http://www.voiceameri
ca.com/show/1971/its-
about-you

http://www.facebook.c
om/ItsAboutYouDrDeb
bie

www.ThinkTheThought Something to do.
s.com Something to hope for.
Something to love.
Copy & paste
Walt Whitman
in web browser

36

Personal Strategic Planning

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