Archive for the ‘Goal-Setting Methods’ Category

Alignment of Your Life List and Personal Vision

Thursday, February 7th, 2008

Once you have your personal vision and life list figured out, it is important to make sure they are aligned. Here is how I recommend doing this:

  1. Ensure everything on your life list is consistent with your personal vision or values. For example, if your personal vision and values state you need to be around other close friends, you probably should take “experience a year traveling by myself” off the list. Or at least ask yourself whether this is really consistent with your values. Or maybe you have strong values regarding protecting the environment, and you have “clear cut a section of the rainforest” on your life list. Probably should rethink it.
  2. Evaluate each section of your personal vision and determine whether your life list supports it. For example, one of the elements of my personal vision is to “continuously experience new things in life”. My life list aligns well with this, since I have a significant number of places to visit or new things to try on the list. However, it would be hard to put something on your life list that addressed “make time for daydreaming”. This is something to be addressed when you set up your implementation plan (daily quiet time, etc).
  3. For each item on your life list, determine where specifically  it aligns within your personal vision. If there is not a clear connection, this is an area for further exploration. Maybe this item is not important to meeting your personal vision.

Once you have a good Personal Vision (including your core values) and a Life List, it is time for developing the strategy to achieve them. I’ll evaluate several methods for doing this in follow-on posts.




7 Habits Method for Goal-Setting

Tuesday, February 5th, 2008

After years of hearing about the “7 Habits of Highly Effective People“, I finally just finished reading it. My thought was that this book would be a great addition to my broader life planning process. I must admit that I was a little disappointed. OK, OK, stop swearing at me, let me explain a little further (I know this is considered by many to be *the* self-help bible). I think with all the hype, the “Over 15 million Sold” on the front cover, and looking forward to reading it for so long, my expectations were set too high. I was expecting some down-to-earth practical advice that I could include in my personal development methodology. What I found was that this book is great for people who are really looking for a major change in their lives. However, I’m a lot further along in that process that maybe some other readers are. Granted, there are some really good ideas that I plan to incorporate, but I had expected to come out with a lot more.

In general, there are four main areas within the book - the introduction, the first three habits, the next three habits, and the last habit. The introduction starts off with why Stephen Covey wrote the book in the first place. I really resonated with his discussion of needing to base your life decisions on timeless basic principles. This aligns well with my personal vision and values.

The first three habits are about getting yourself together. You need to get your mind into a place where you realize you are responsible for your life and your own personal development. My mind has been in this place for a long time (long enough to know everyone else in the neighborhood and be chairman of the home owner’s association).

You need to determine your personal mission (made up of personal vision and your values), and then come up with a plan for achieving it. This was an interesting chapter, as this aligns well with the initial step in my development process. One of the more interesting ideas was that people are ‘centered’ around something - their spouse, their work, possessions, money, etc. This impacts how you see the world. You need to recognize this and make sure this doesn’t cause your life to be out of balance. Another good idea is to break up your mission statement (e.g. personal vision and values) into your specific roles in life (e.g. father, husband, employee, etc). This was an area I struggled with when developing my personal vision. It was difficult to come up with one statement that captures all aspects of your life. Covey recommends identifying the top 2-3 things within each role that you must achieve to be successful. These are the goals you want to pursue.

After you get your goals in order, you need an implementation plan. One of the key ideas is the time management matrix, where activities are placed into 4 quadrants defined by how urgent and important they are. The idea is that you want to focus your time on things that are really important and less urgent. A suggestion is to map out several days worth of your time to determine which quadrant you are focused in. One area I felt was lacking was how to address broader goals in life. It seemed that most of the focus was on a weekly ‘to-do list’ kind of schedule. But there are broader goals in life that can’t be achieved in a week. This is a disconnect that I’ll need to resolve when I transition into the next phase of life strategy development.

The next three habits were about creating good relationships with other people. You really need to be part of the larger community and be a good person in order to be successful. There was a lot of good reading in here, but this only covers some of the life goals related to being a better father, husband, manager, etc. I’m not sure how you could use this method to achieve travel goals of visiting all National Parks, or going white water rafting. Overall though, this is a great chapter for working on relationships.

The last habit is about renewal - continuing to improve. Here Covey talks about the 4 dimensions of your nature - Physical, Mental, Spiritual, and Social/Emotional. Each of them needs to be addressed as you improve your life. He breaks down the Physical dimension into three areas that seem to be pretty common in the fitness world - endurance, flexibility, and strength. The Spiritual dimension is the area where you reflect on your life and spend time thinking about how to better improve yourself. When you spend time reading, or writing, doing puzzles, etc, you are working on the Mental dimension (Sudoku anyone?). He recommends that you spend a least 1 hour a day focused on the these three dimensions. The fourth dimension, Social/Emotional, is about giving back to others.

Overall, I had pretty high expectations for this book which weren’t met. I had thought it would focus more on the ‘how-to’ part of things, less on the ‘why’ and ‘what’. It is much more about describing principles, not practices (something stated in the book). Obviously this book has a lot of value, especially if you need a different way to look at your life. I’m going to take some of the ideas described above, and incorporate them into my Personal Development Methodology. Many of the ideas will apply later when I develop the implementation plan (e.g. the Time Management Matrix), but I’ll still use a few of them during this initial Goal-Setting Phase.




Developing Your Life List - Men’s Journal Method

Thursday, January 17th, 2008

As mentioned previously, I used the method outlined in the Men’s Journal article “99 Things to Do Before You Die” to develop my first life list (text of the article can be found by searching online - unfortunately not at the Men’s Journal website). This was two years ago. This method involves setting aside some quiet time to think through everything you might want to do, group your ideas into categories, and brainstorm some more. After going through this process, I ended up with about 75 goals (with 7 of them accomplished so far).

The categories I ended up with were Travel (e.g. climb Harbor Bridge in Sydney, Australia, watch the Kentucky Derby, visit Pompeii), Volunteer/Charity (e.g. mentor someone every year), Material/Wealth (e.g. stay in a Presidential Suite), Self-Improvement (e.g. learn tai chi, become proficient at sketching, write and publish a magazine article), Adventure/Outdoor Activities (e.g. go white water rafting, try mountain climbing, hike Appalachian Trail), and Unique Life Experiences (e.g. watch a space shuttle launch, see northern lights, experience a complete solar eclipse).

At the time, this was a really good method for me. Looking back at it now, and having just evaluated a number of other life list development methods, I would come up with different categories. I notice there are also some items on the list that I’m not interested in doing anymore. That tells me that I need to review my life list a lot more often than I have been over the past two years.

In a future, I plan to take the original life list I developed using this method and merge it with the life lists from the other methods I’ve evaluated.