2018 ANNUAL ROADMAP & STRATEGIC LIFE PLAN“Several” Deep Questionsto Create Massive Success in Business & LIFE…

And Then Some

Spend 2-3 hours minimum, several different times in the next few weeks working, writing, editing, and massaging your answers. The deeper you go, the better. This extremely important “exercise” will serve as your STRATEGIC PLAN for 2018 and set you up for the ACTION steps necessary to create massive success in 2018. I want to emphasize that the key to this exercise is in the depth and quality of YOUR answers—Go DEEP. The more time you INVEST planning your year NOW, the clearer your picture will be for all of 2018.Trust the process.

There are 10 sections to your Roadmap & Life Plan this year. Feel free to complete one section at a time and then take a break. There are no “right” or “wrong” answers. If you go off on a tangent and want to have a “brain dump,” this is welcomed and extremely healthy. Get your thoughts on paper.

These questions are deep and will challenge you mentally & emotionally. The deeper you go, the more profound your answers, the more clarity you will receive, and the more likely you will be able to potentiate your goals, vision, action-steps, and plan.

Once you complete your Annual Roadmap, I encourage you to print out all your answers, put them into laminate sheets, and file them in a 3-ring binder. Put a nice cover slide on your binder that reminds you that this is your LIFE PLAN! And review YOUR ROADMAP frequently throughout the year. The more you look at and review your answers, the more likely they will be at the forefront of your mind… and more likely to happen!

I look forward to coaching you to great success in 2018. Find some quiet time and start to write. Enjoy the PROCESS…

To much love, success, and significance in 2018…

Todd

SECTION 1: Reflection Time—“A LOOK BACK at 2017”

1. Gratitude. As 2017 draws to a close, WHO & WHAT in your life are you MOST grateful for? This can be WHO is in your life or WHAT is in your life or WHAT has happened to you this past year. I am most GRATEFUL for:

2. What were your BIG 5 for 2017? Please list them out. And then state which ones you achieved?

3. What were some of your other “big” accomplishments in 2017? What worked well, celebrations, successes, and/or victories?

Business:

Personal:

4. What were a few of your BEST PRACTICES in 2017 that allowed you to achieve these successes in 2017? For example, what were you disciplined about…what habits did you practice that allowed you to create success…what similar disciplines do you need to practice in 2018 to help you create success this year?

5. What were some of your “worst” practices or habits you developed or had that you need to get rid of? (If any)

6. If you could change one thing about your past year (2017) in your life and/or business, what would it be? (Let’s assume you CAN control it). This is something that probably did not work well.

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7. What were your biggest mistakes/failures in 2017? (If any)…

8. What were your top lessons learned/reinforced in 2017?

9. What was the best book(s) you read in 2017?

10. How have you changed the MOST in 2017? (Maybe it’s even ONE word that epitomizes your last year)

II. A LOOK FORWARD TO 2018—Framing-Up Your BEST Year Yet!!!

11. What are your BIG 5 for 2018? These are the 5 things you really WANT to accomplish in 2018 professionally and/or personally.

1.

2.

3.

4.

5.

(After defining your BIG 5 for 2018, please answer the following question):

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12. WHY do want to accomplish these “BIG 5” goals? How will you feel when you accomplish them? What is the emotion you will feel when you accomplish them? This can be 2, 3, 5, or 7 different words…

13. What is the ONE single thing you MUST DO, create, or make happen to make 2018 your single best year yet? Maybe this is the “BIG ONE”…

14. What is your “BHAG” (Big Hairy Audacious Goal) for 2018? Dream Big!

And what will your REWARD be if you accomplish this goal?

15. WHY do you want to achieve these goals? What are your CORE DESIRED FEELINGS/EMOTIONS with your goals (could be 3, 4, 5 or more FEELINGS)?

What feeling(s) are you trying to experience/feel?(ie. Joy, serenity, love, success, optimism, peace, significant, impactful, admired, achieved, respected, accomplished, relieved, blissful, happy, harmonious…)

III. Your THEME for 2018!

16. What is your theme for 2018? (One word or just a few words).

a. Why is that your theme?

b. What do you need to do to create/support that theme? What areas of your life NEED the most change and why?

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c. What’s in your way or could prevent you from achieving this theme?

d. What needs to go? What is holding you back or do you need to let go of that would help you live your theme?

IV. LIFE!!!

17. What are your BIG 5 for LIFE? These are the 5 things you MUST accomplish in your lifetime.

1.

2.

3.

4.

5.

(After defining your BIG 5 for LIFE, please answer the following question):

18. WHY do want to accomplish these in your lifetime?

19. What is your purpose in life? (This should be no longer than 3-5 sentences. You can even refine it to one sentence or one word).

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SECTION 5: GETTING PERSONAL--ADDITIONAL “GO-DEEP”LIFE QUESTIONS FOR 2018:(These are designed to be fun, quick-hitting questions to excite your spirit and identify you at your essence.)

20. What are your Top 5 gifts, talents, and strengths as a person?

21. What are your Top 5 CORE VALUES? These are non-negotiables in your life.

22. What makes your HEART & SOUL sing on a regular basis? What do you love to do?

23. What motivates & drives you every day?

24. What 5 roles/titles are you GREAT at and you most enjoy?

25. What is a short paragraph that describes your life at this POINT in time? It may or may not be congruent with what you love doing. Just write down how you feel your LIFE is now…

b. How do you want that to change in the near future (if at all)?...

26. Is there anything you need STOP doing? You probably don’t love to do these things, aren’t great at them, or these current practices are just robbing you of your time, energy, efficiency, and profitability.These are things you MUST eliminate from your life as they are not serving you.

27. What is ONE THING or HABITyou must eliminate from your life because it holds you back from reaching your full potential?

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28. What is ONE THING or HABIT you can START doing to help you achieve what you want?

29. What one decision would you make if you knew it would not fail?

30. What’s holding you back from making that decision?

31.What “impossible” thing are you believing and planning for?

32. Are you running FROM something, or TO something (What are you running TO or FROM)?

33. Is there one book that you really want or need to read in 2018?

34. Living environment. Are you living where you want to live? If not, where do you want to live? What kind of house do you have/want? Do you want a big house, small house, a condo, an apartment on the beach or in the mountains?

Paint a picture of your ideal living situation. And if you are happy/content with your current living situation, is there anything you could do to improve your current environment/ “atmospherics” within your home?

35. How many vacations do you want to take in 2018? Where do you want to go? Where do you want to travel? Who do you want to travel with? When are you going to do it?

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36. How many days do you want to work a week (3, 4, 5, 6, ???) and for how long do you want to work when you work?

37. What time do you want to go to bed & wake up each day?

38. When are your peak productivity cycles? What times of the day do you operate at your absolute best?

39. What does your IDEAL DAY look like? What are you doing? Who are you spending time with? How much are you working? What are you working on? Paint the ideal day and fill in what times you are doing what specifically!

40. What is your “WLWL”—When Life Works List. What are the best practices you were doing when life/business was working best?

41. What are a few of your verses, mantras, or inspirational quotes that you WILL live by in 2018? Please write them down.

42. Would the boy/girl you WERE be proud of the man/woman you ARE today? WHY?

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43. What are 3 ways you can be a better spouse? (if applicable)

44. What are 3 ways you can be a better parent? (if applicable)

45. “What would they say about me”:

a. What are 3 words my spouse would say about me (if applicable):

b. What are 3 words my kids would say about me (if applicable):

c. What are 3 words my parents would say about me:

d. What are 3 words my coworkers and colleagues would say about me:

e. What are 3 words my clients would say about me:

Are all of these “words” congruent?

46. List the Top 5 people in your “Inner Circle” (personal and/or professional).

How often do you talk/connect with them?

How often do you want to talk/connect with them?

What can you do to foster even deeper CONNECT time with them?

What would they say are the 3 BEST things about you?

What would be the ONE piece of advice they would all tell you?

Is there anything they would all tell you to STOP doing?

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47. What or Who do you take for granted in life? List out…

(This is not meant to be a negative; it’s simply meant for you to remember who/what is in your life that is important that needs awareness, time, and dedication)

48. CONNECTING with the right people. “Your Network is your Networth”a. Who did you CONNECT with in 2017 that made a difference in your life?

b. Who do you want to CONNECT with in 2018 that can add value & meaning to your life.Personal or professional. Maybe you know this person now and want to CONNECT with them deeper or perhaps, you don’t know them YET but would like to meet them & invest time with them. Who do you want to CONNECT with in 2018?

SECTION 6: BUSINESS / FINANCIAL / MONEY:

49. What mode/level of business are you in: Survival, Stability, Success, Significance?

50. What are several of the TOP initiatives that you want to make happen with your business in 2018 to help you get to the “next level”?

51. How much money do you want to make in 2018?

Overall Gross Revenue: _________________

Take-home PROFIT: ___________________

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What is your annual/monthly goal? Be specific! (You could even break that number down into weekly number and daily numbers to see what you have to do to generate what you want.).

52. What do you think it’s going to specifically take to get to that number? List out the steps/processes…

53. What is your largest current revenue generator—Service, program, product?

54. Break down your Top 5 ancillary revenue streams if you have them and the percentage/portion they represent in your business?

55. What are your current STRENGTHS in your business? Your Unique Selling Propositions (“USP’s”)? What are the things you and your team NEED to keep doing to be successful?

56. What are your current weaknesses in your business that you will need to CHANGE in 2018 if you are going to increase revenue generated and net annual profit? Maybe these are “weaknesses” now but they don’t have to be. These are things that you know you need to do to innovate or CHANGE? (i.e.services, customer service, technology, space, etc.)

57. How specifically are you going to implement these changes and WHEN? Please be specific.

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58. Are there any specific technologies or innovations that you should use in 2018 that will help improve your business (ie. Results, customer experience, revenues, etc.)? When will you introduce these additions?

59. What specific threats do you face in your business?

60. Who is your biggest competition in your area? List them out…

61. What can you do to make sure that your business comes FIRST-OF-MIND to those in your area WHO are desiring your services?

62. If you generated the amount of revenue you desired annually, what would you do with the money once you created it? (ie. buy a house, pay off debt, invest in real estate, open a facility or expand a facility, invest in creating more programs/products, donate it away, create a foundation, start a TV network, etc.)

63. And if there are 3-5 specific MUST-DO’s that you HAD to do in order to earn that money and create the lifestyle you want, what are those 3-5 things? What specific action steps do you need to take in order to create and achieve this goal?And WHEN are you going to take them? (Put down dates of initiation/action/completion)

(see next page)

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SECTION 7: MARKETING:

64. What were your Top 3-5 successful methods/strategies/forms of Marketing in 2017? (i.e. Word of Mouth, Facebook, email campaigns, feeder programs, newsletter, podcasting, etc.…)

65. WHY were these strategies successful?

66. What was NOT a successful marketing strategy, campaign for you in 2017? This could have been a major time-suck, energy-suck, or financial-suck… and you would NOT do again….

67. WHO is your avatar? This person is your core desired client/member that you want to attract and serve in your business. Please be as specific as possible…

68. HOW can you do a better job marketing to this person/avatar/demographic? Where are they currently spending time, energy, and money?

Social Media:

69. What social media platforms are you currently using and how many fans/followers do you have on each platform you use? List them out…(Facebook, Instagram, Twitter, Blog, YouTube, etc.)

70. How many followers/friends/fans do you want to have by the end of 2018?

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71. What are you doing well right now on Social Media?

72. FACEBOOK ADS:Are you using Facebook ADS for your campaigns?

If so, how much do you spend on average per campaign? Or how much do you spend per month total on FB ADS?

What is your ROI?

73. FACEBOOK LIVE:Are you currently using FB LIVE?

What is the average reach & views on your broadcasts?

What is the average length of time a viewer is on your broadcast?

What are you doing well with FB LIVE?

What can you get better doing for FB LIVE?

74. HOW specifically can you improve your Social Media presence and strategy? How can you do a better job leveraging, using, and delivering messages this year?

75. What do you ultimately want to get out of using Social Media and which platforms you can commit to using in 2018 that will enhance your BRAND, grow your community, grow your results and ultimately your ROI?

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76. How much time do you want to commit to per day in engaging & using social media?

77. What will your SOCIAL MEDIA STRATEGY be in 2018 to help bolster your numbers, likes, fans, engagement, and results? Be specific about what you can do to improve on 1, 2, or more platforms to be GREAT…

OVERALL MARKETING PLAN (Social Media included):

78.What are going to be your TOP Marketing Strategies in 2018? List them out. See them. Put time frames around some of them. Develop a plan. Be specific. This could include any of the following: Relational marketing Feeder Programs Email campaigns Social Media Blogging YouTubes Newsletters Live events Community Events Podcasting

79. How much time can you & WILL you allocate in marketing each week? (Social media, grass-roots, community efforts, feeder programs, email campaigns, etc.)

80. If there are 5 things you want to improve with your marketing in 2018, what is it?

(Please share your answers to #79 with me (Todd) in the FB Group. I want to know how I can BEST serve the Mastermind from a marketing delivery standpoint this year.)

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SECTION 8: LEADERSHIP:

81. What do you feel are the TOP 5 traits of a GREAT LEADER?

82. Which ones of those do YOU possess?

Which leadership traits do you feel you need to improve on the MOST?

83. What are a few great things you did as a LEADER in 2017?

84. Did you make any leadership “mistakes” this past year that you could learn from?

85. What are the biggest, most important LEADERSHIP initiatives you have for 2018? How can you best grow yourself, your team, and your profits…from a leadership stand-point?

SECTION 9: PERSONAL HEALTH, PEAK PERFORMANCE, & PERSONAL PRODUCTIVITY:

86. SLEEP… How much SLEEP do you average per week currently?

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How much SLEEP do you need to get per night?

What time are you currently going to bed and waking up?

What time do you NEED to go to bed and what time do you want to wake up?

87. Describe your current workout routine…

What’s working well?

What’s not working well?

What do you specifically need to change in order to take your physical health, personal fitness, and physical performance to the next level…

--flexibility/mobility

--strength

--speed

--conditioning

88. Nutrition. What are 5 things that need to change in your nutrition/diet in 2018?

Additionally, are there any supplements that you should be taking more consistently because when you do, you feel healthier, more energized, or recovery is enhanced, etc.

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89. Morning Routine. Is there anything you can improve with your morning routine to make sure you get your day off to a GREAT start physically, mentally, or spiritually? What days do you realistically want to do this? How long do you want to spend doing this?

90. Nighttime Routine.Is there anything you can improve with your evening/nighttime routine to make sure you get you end your day on the right foot. What does your nighttime routine look like?

91. Spiritual Self. What are 3-5 things you can do on an everyday basis to grow closer to God and your spirit? This will help you be more aligned with your Deep PURPOSE and live with more PASSION and clarity. What can you commit to?

92. Mindset. How is your mental framework/mindset? What do you need to do to sharpen your mindset? #GetYourMindRight

93. What limiting belief, thought, or STORY do you need to DIVORCE from you mind because it’s holding you back from where you want to go? And what are you going to do to SMASH IT!!?

94. What is your biggest FEAR in life? And what can you do to allow it to MOTIVATE you instead of PARALYZE you?

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95. Relationships. Which ones are working? Which ones are not? What can YOU do to improve your relationships in your life? This includes personal and/or business….Do you need to get “out” of any relationships?

96. Your primary relationship is generally the one you have with your significant other. Your primary relationship is your emotional home and needs to be the place where you can be YOUrself and reveal yourself. Is your primary relationship working well?Is it your top priority? Yes or no.If no, does your significant other know that?Do you want this relationship to be a top PRIORITY in your life?What can you do to improve the quality of this relationship?

97. Think about YOU looking, feeling, and BEING your BEST. What do you need to do to give yourself the BEST opportunity to look, feel, and perform at your BEST SELF?

SECTION 10: “AND THEN SOME”

98. What are you top 3-5 Moonshot ideas for 2018?

99. Vivid Descriptions for 2018. Choose your top 3,4,5…up to 10 things that MUST get done in 2018 (these could be from your “big 5”, moonshot ideas, or any other things that you identified in your Annual Roadmap).

Identify what MUST get done and describe HOW you are going to make it happen. Put details, dates, logistics, etc. for each of your answers…

100. LEGACY.1. If this were to be the last year of your life, what is the ONE thing you MUST do this

year?

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2. Last Day Statement. Imagine it is the end of 2018 and you are on your deathbed. Imagine that you feel at peace with the world and you are ready to pass on. You are surrounded by your family and your friends. Your legacy is cemented. You feel as though you have accomplished or completed what you came here to do in this life. What do you consider to have been your most important accomplishments and contributions? What has your life been about? What have you left behind? How have you left the world a better place?

(You can start this statement something like “I am so happy & grateful now that….”)

Put on some inspirational music, take 15 minutes minimum, and just write from your SOUL….

3. Tombstone Statement…What is the one sentence, phrase, or few words that will appear on your tombstone?

101. Fill out a Color-Coded Calendar (Annual Roadmap) from Wayne Cotton. Visit http://nobrowndays.com/ and download a sample Road Map & a blank one.

Fill out a 2018 calendarwith 4 different colors (yellow, blue, red, & green) so that your entire year is color-coded.Start with “mellow yellow,” build in “blue-sky” days 2-3 days per quarter, and then fill in “green machine” and “red-tape.”

102. “3 in 30” and “10 Forms of Wealth”Complete a “3 in 30” for January 2018. 3 goals for the next 30 days in “10” different areas of your life to get your year STARTED STRONG.This will be a total of 30 goals. The more specific, objective, and measurable these goals are, the better.Please be specific.

1. Inner Life / spiritual2. Physical health & conditioning3. Mindset4. Family5. Career6. Financial

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7. Circle of Genius / Social8. Adventure9. Love 10.IMPACT (legacy)

(See attached 10 Forms of Wealth Wheel)

103. Take a PICTURE of YOU. Take a photo of yourself on December 31st or January 1st and then again at the end of the 2018 year.

I have a 2-part question:

Part I. Answer these “before” you take pictures. a. How do you feel now? b. How are your energy levels? c. How are your stress levels? d. Are you happy the way you appear? e. Are you happy the way you feel?f. How do you think you look now on a 1-10 scale?

Part II. Now SNAP a PHOTO of yourself on your phone & store it in your iphoto.a. How do you think you look in the picture?b. Do you look tired?c. Do you look energized?d. Are you happy with the way you appear?

Does this picture NOW represent how you want to LOOK & FEEL at the beginning of the year?

What do you need to continue doing or change doing to LOOK & FEEL the way you desire?

After you take a picture of yourself, feel free to write anything additional about how you look & feel now?And then be ready to compare it in 12 months.Feel free to add any additional comments about your state of BEING.

104. "Dear Todd…”Write yourself a note. What do you need to write or share? Whatever you else you feel you want to share or write in regards to you either personally or professionally. This could be something for your daily success, your annual success, or you life success.

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This is your opportunity to let the pen flow, the spirit soar, and the soul sing. Let it flow...Get raw.Get real with yourself.Write yourself a letter.

You can share any thoughts, goals, gratitudes, etc. Let your mind think deep and your pen flow freely.

105. “I WONDER…”After you complete your Annual Roadmap, I want you to get a journal and everyday for 29-consecutive days write down “I WONDER…” at the top of a journal. And then spend 10-15 minutes writing down whatever comes to mind.Some days it will be very “10,000 foot level.”Some days it will be “in the weeds.”But I want you to be real with yourself and just write down what comes to mind.

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