developing a personal strategic plan
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Developing a PersonalStrategic Plan
Presented by:
Wm. (Chip) Valu?s, PhD
Can you relate? “I have too much to do and not enough ?me to do it all.”
“I can’t find the balance between my personal life and work. When I take ?me from one or the other, it just makes maJers worse.”
“There’s simply too liJle of me to go around.”
“I don’t feel in control of my life.”
“Way down inside I have this empty feeling. It’s like the song, ‘What’s it all about?’”
A Few Examples of Pace There is more computer power in a Dodge
Neon than was on Apollo Eleven.
The largest private employer in America is
Manpower Temporaries.
Our knowledge base doubles every 5 years.
Half of all Americans would choose a new
line of work if they had a chance.
earthobservatory.nasa.gov
What if…With $5 million and 5 years to live,what about your life would you:
Change Not Change
southernalpha.com
Strategic Planning Components
Core Purpose
•What is your reason for being?
•Why do you exist?
•You can achieve a goal or complete a strategy, but you cannot fulfill a purpose.
•The five Why’s
Core Values Values you hold regardless of whether or not they are rewarded.
Things you would hold true even if they hurt you or your company
They stand the test of ?me
www.hooping.org
Vision SeGngBefore moving forward, let’s look back:
In 2003…
Where were you?
What were you doing?
What were you earning?
What were you dreaming?
What were you planning?
In 2013… Are you where you thought you’d be?
Did you influence the “ride”?
What would you do different?
What would you keep the same?
bahaiteachings.org
Vision SeGng: Components of
A. PhysicalB. FinancialC. Rela?onshipsD. Professional/CareerE. Lifestyle IssuesF. Life BalanceG. Legacy www.sportsinfo101.com
Vision SeGng: Vehicles for:
4. Designated Time
2. Commute
3. Journals
1. Personal Retreat
www.damiandining.com
Personal 10-‐Year VisionMust be: Inspiring & mo?va?ng
Clear & measurable
Challenging, but realis?c
Sharedwww.orion-management.co.uk
Your SWOT Analysis
What will help or hurt the a5ainment of your vision?
Prerequisites for Change
1. Awareness
2. Mo?va?on/Desire
3. Skills and/or Abili?es
4. Opportunity
5. Feedback
Awareness
Know what I know
Know what I don’t know
Don’t know what I know
Don’t know what I don’t know
Competence Incompetence
Know
Don’t Know
Urgent Not Urgent
Impo
rtan
tNot
Impo
rtan
t•Crises•Pressing Problems•Deadline-‐driven projects, mee?ngs, prepara?ons
•Prepara?on•Preven?on•Values clarifica?on•Planning•Rela?onship bldg.
•Interrup?ons•Some mail/reports•Many pressing maJers•Many popular ac?vi?es
•Trivia, busywork•Junk mail•Some phone calls•Time wasters•“Escape” ac?vi?es
Time Management Matrix
3-‐Year Strategic ObjecUves
Specific
Measurable
Applicable
Realis?c
Time Boundwpninstitute.com
The TacUcal Plan
What must be done
How it will be done
When it should be done
Road maps, results and rewards www.mayoralan.com
“What” must be done
Developmental areas:
1. Knowledge development
2. Skill acquisi?on
3. Ability enhancement
4. Personality growth
“How” it will be doneDevelopmental methods: 1. Specific roles and responsibili?es 2. On-‐the-‐job training and exposure
3. Mentors and advisors 4. Extra-‐curricular ac?vi?es and involvement
5. Formal training and educa?on
raklogistics.com
Road maps, results and rewards
Developmental requirements:
1. Observable and measurable goals or targets
2. Regular feedback and evalua?on
3. Posi?ve and nega?ve consequences
PuGng it All Together
Toe Holds to Start•Free up one hour a day for 30 days and use that ?me to reflect on what complicates your life the most.
•Take a day a week for you andyour future.
michaelsalamey.com
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Valu?s Consul?ng is a full service management consultant firm. Our approach is to inves?gate and understand
organiza?onal issues, customize realis?c solu?ons, and design prac?cal strategies to move clients toward their specific business and personal goals. Our mission is to help our clients unlock the poten?al of their organiza?on and its
people. Please feel free to contact us with any ques?ons or to schedule an appointment to discuss your organiza?on’s
needs and how we can help.
(716)634-‐2553 [email protected]
www.valuUsconsulUng.com -‐ websitewww.the4thquarterman.com -‐ blog