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Life: A One-Year Road Map A Simple and Powerful Program to Get Yourself on Track for Success in Business and Life

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Page 1: Life One Year Road Map

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Life:A One-Year Road Map

A Simple and Powerful Program to Get Yourself on

Track for Success in Business and Life

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2www.billbaren.com

Table of Contents

Welcome & Overview

How to Use This Guide

The Exercises:1: The 8 Categories2: Taking Stock

3: Your Vision4: Create Your Vision5: Your Theme

Put The Exercises into ActionAction StepsGauging Your Progress

Wrapping It Up, Feedback, About Us

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Welcome

We’re glad you’re here and are ready to get going! In working withhundreds of clients, we’ve found that making an overall plan and thenfollowing it is an effective way to get everything you want out of life.

This process can be fun & easy, if you are willing to let it be that way.

And while we’re at it, we want to acknowledge you for being willing toengage with this workbook. You may be new to planning your life this

way; we promise to challenge you and can guarantee that the more youput into this process, the more you will get out of it.

Let’s get started!

Warmly,

Bill Baren Coaching Team

“If you don’t know where you are going, any road will get you there.”~ Lewis Carroll

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Overview

Life: A One-Year Road Map is designed to guide you in the creationof a personal one-year plan for your life and your business.

Taking time now to get the plan in place will help insure that you willtake focused action on what’s most important to you and achievethe goals that you are about to set.

Why one year? Is it too long? No! Setting shorter goals – 3 or 6months – is too small to really push you forward. What you canaccomplish in one year is substantial, and you can chunk this downinto smaller goals.

We think of this process in terms of a pyramid, as you will see onthe next page. First we lay the foundation, and then work our wayup.

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Big Rock Story

One of our favorite stories is one of the Big rocks. We think it is relevant because it helps you seewhat is important in your life, and how you can do something about it.

A time management expert places a large wide-mouthed jar on the table, and then puts severallarge rocks carefully into the jar. When the jar is packed to the top, he asks, "Is this jar full?"

Everyone watching says, "Yes." Then he says, "Really?" He begins to add pebbles into the jar andthe group watches as they work themselves down into the spaces between the big rocks.

Then he asks again, "Is this jar full?" By this time, the group is skeptical. "Maybe not," they say."Good!" he answers. He then adds sand to the jar and it fills in the spaces left between the rocksand the pebbles.

Once more, he asks, "Is this jar full?"

"No!" they shout. Once again, he says, "Good!"

Then he takes a pitcher of water and began to pour it in until the jar is full to the brim. He thenlooks at the group and asks, "What do you think is the point of this Illustration?"

One eager beaver raises her hand and says, "The point is, no matter how full your schedule is, if you try really hard you can always fit more things in."

"No," the speaker replies, "that's not my point. The Truth is: If you don't put the big rocks infirst, you will never get them in at all."

The moral of this story: Pick your "Big Rocks" first , organize your priorities around those, andonly then look at what else we want to add into the remaining spaces of your life.

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The One-Year Workbook Pyramid

Action Steps

Theme

Vision

Taking Stock via 8 Categories

(foundation)

AchieveGoals

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How to use this guide

To begin, give yourself an afternoon to lay the foundation.

Set aside an hour per week to plan and review.

To get the most out of this One-Year Workbook, decide that you are goingto work this program and get as much from it as possible.

As an entrepreneur, we know that you may be inclined to focus solely onthe elements of this process that point directly to your business. Doing so

is a mistake and you will shortchange yourself. Successful entrepreneursalign their work with their overall life.

Logistically, print out this Workbook now. Put it in a 3-ring binder, andinclude plastic sleeves and lined paper. You’ll use the sleeves to hold thevarious pieces we ask you to create, as well as items that inspire andsupport you in achieving what you want. Yes, we really want you to do this(let out your inner 3rd grader and have fun).

As you accomplish your action steps, and get closer to your vision, you can(and must!) celebrate as you go.

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The 8 Categories

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Introduction to the 8 Categories

Using the 8 categories outlined, assess each aspect of your life.Use the following pages to record where you are now in each

category, followed by where you would like to be in each.

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The 8 Categories

1. Business / Professional / Career / Job

2. Financial / Income / Debt Reduction / Investments / Net Worth

3. Fun Time / Recreation / Sports / Hobby / Travel

4. Personal / Learning / Projects / Purchases

5. Contribution / Service / Community / Legacy

6. Relationships / Family / Friends

7. Health / Fitness

8. Celebration / Noticing what is working well / Acknowledging your progress / Practicing gratitude / Rewarding yourself

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Taking Stock:Business / Professional / Career / Job

Where you are now

Where you’d like to be

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Taking Stock:Financial / Income / Debt Reduction / Investments / Net Worth

Where you are now

Where you’d like to be

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Taking Stock:Fun Time / Recreation / Sports / Hobby / Travel

Where you are now

Where you’d like to be

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Taking Stock:Personal / Learning / Projects / Purchases

Where you are now

Where you’d like to be

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Taking Stock:Contribution / Service / Community / Legacy

Where you are now

Where you’d like to be

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Taking Stock:Relationships / Family / Friends

Where you are now

Where you’d like to be

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Taking Stock:Health / Fitness

Where you are now

Where you’d like to be

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Taking Stock:Celebration / Noticing what is working well / Acknowledging your progress / Practicing gratitude / Rewarding yourself

Where you are now

Where you’d like to be

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Create Your Vision

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Your Vision

Now that you have taken stock of each category, let’s use them tocreate a compelling vision!

A vision increases your clarity about what you want. The moreclarity and detail - including how you’ll feel when you are living your vision - the better. This is what attracts what you want to you andhelps you create it in physical reality.

As a reminder, we know that you may be tempted to focusexclusively on the categories of career and finance. We stronglyencourage you to include every category, as we have found that our clients get further, faster, when they put all 8 to work.

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Create Your Vision: Future Letter

A future letter is a simple and effective way of getting your visiondown on paper.

Write a letter from your future self to your current self.Pick a time 1 year in the future.What are your business and life like, and how would you describe themto your current self? Your letter may include: a description of your ideal

day, what activities fill your time, and how you feel as you experiencethis day.

Note: Although what you’ve written may not exist at this exactmoment, act as though it does. Act from the place of it already

being true. If you find your critical mind not believing what you’vewritten, try this: suspend - just for this one moment - your rational,logical mind.

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Future Letter Worksheet

Create your letter here:

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Create Your Vision: Collect Images

Use this page to start your image bank. You will likely need morethan just this page for the process. We encourage you to really

have fun with this piece. Add as many images to this page as youcan, put random images in your page protectors, really go to town.Remember the part about letting out your inner third grader?!

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Create Your Theme

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Your Theme

Looking at the 8 categories and where you would like to be in each,and your vision, find a theme that captures the essence of them all.

Your theme acts like the “glue” that holds everything together. It isthe overarching concept that captures the essence of the year. Italso becomes the filter through which you evaluate opportunitiesand actions. If they fit the theme, they’re in. If not, they don’t get in.

Examples include: business growth with ease, outrageous fun,inspired leader, innovative leaps, drink more champagne, etc.

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My Theme

My theme for the year is:

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Putting the Exercises into Action

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Action Steps

Now you’re ready to take these big pieces that you’ve created (your theme, your vision, and where you’d like to be in each of the 8

categories) and make them tangible by creating a road map to getthere.

You may find it easier to create action steps from the overall vision,or it may be simpler to use the 8 categories to help you organize

your action steps. Either way is fine. The point is to create actionsthat will help turn your vision into reality!

The first step is to look at what is already in progress. Assess thosethings you are currently doing which are getting you closer to your vision. Acknowledge yourself and keep going.

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Action Steps

For the parts of your vision that you are not yet in action toward, askyourself, what’s the smallest, simplest first step that will help you go

in this direction? Ex: If you want 10% business growth, talk with afellow entrepreneur who has accomplished this. Notice what he or she is saying, then take action on the inspiration and/or advice thatyou receive.

Make your action steps personable and easy (no points for makingthis hard…)

Now get busy!

i S

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Action Steps

My action steps are:

G i Y P

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Gauging Your Progress

WeeklyDecide what actions you can take this week that will support your vision.Be realistic while stretching yourself.Take those actions!Celebrate what’s working and what you’ve accomplished.Notice what isn’t working and tweak where needed.

Monthly/QuarterlyDoes your vision need refining based on what you’re learning?Give yourself permission to make the changes in your action plan thatyou feel are needed.How satisfied are you with your progress towards the vision? Is your time frame still realistic? Reassess as needed.

G i Y P

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Gauging Your Progress

AnnuallyWhere are you compared to your vision?

Notice what you have accomplished acknowledge yourself for how far you’ve come.Notice what you did not do and/or what did not work and decidewhether it matters. If it does, how can you use this information for next

year? If it doesn’t matter, let it go.Write a new vision for the next year!

W i It U

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Wrapping It Up

If you have diligently worked your way through the entire workbook,way to go!! Please celebrate your achievement by treating yourself

to something that is fun and/or meaningful for you.If you have so far just scanned through the program, give yourself apat on the back for being willing to take tangible steps to improveyour current situation. Great 1st step! Now we encourage you to go

back and work your way through it.

F db k

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Feedback

We want to continue to support you in the process of reaching your goals and dreams. To help us be more effective, please share your

thoughts with us about this program: what you like, what you’d likemore of, less of, etc.

We appreciate feedback and are committed to a process of continual improvement. Email us at [email protected]

And while you’re at it, please let us know of other programs that youwould find useful.

About Us

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About Us

Bill Baren Coaching is an organization that works with intelligent andconscious entrepreneurs who find either time, money, or energy is

missing from their work/life mix. Together we create prosperity byaligning their business and life so that there’s more tan enoughmoney, time and energy for what’s really meaningful to them.

Since 2001 we have coached hundreds of entrepreneurs, business

owners and executives to success and prosperity.We would love to talk with you about how coaching can support youin creating and/or completing your own 1-year plan, and/or aboutother ways that coaching can help you take your business to thenext level. Please visit us at www.billbaren.com