A Guide to Goal Setting 2014-2015

Overview 5 Step plan to 2014 Goal Setting. 1. Reflection 2. Revision 3. Refinement 4. Reframe 5. Action Plan

1. REFLECTIONS of 2013 WHAT DID YOU DO, WHAT WORKED, WHAT DIDNT, WHY: A. Identify 3-5 of your Strengths of the year B. Identify 3-5 of your Weaknesses of the year C. Identify 3-5 of your Challenges of the year D. Identify 3-5 of your Opportunities of the year E. Identify 3-5 insights for WHY on each bucket above strength, weakness, challenge, opportunity

STRENGTHS 1. REFLECTIONS of 2013 1. 1. 2. 2. 3. 3. 4. 4. 5. WEAKNESSES 5. CHALLENGES OPPORTUNITIES 1. 1. 2. 2. 3. 3. 4. 4. 5. 5. Use the Quadrants above to list out 3-5 points for each bucket.

STRENGTHS 1. REFLECTIONS WHY of 2013 1. 1. 2. 2. 3. 3. 4. 4. 5. WEAKNESSES 5. CHALLENGES OPPORTUNITIES 1. 1. 2. 2. 3. 3. 4. 4. 5. 5. Use the Quadrants above to list out 3-5 insights for WHY for each bucket.

2. REVISIONS for 2014 FOCUS ON FOUR AREAS YOU CAN CHANGE: A. Identify 1 Strength you will build on this year B. Identify 1 Weaknesses you will build on this year C. Identify 1 Challenge you will overcome this year D. Identify 1 Opportunity you will capitalize on this year E. Find and paste 4 Visuals (pictures), one for each identified area of change above, that visually represents each area you choose

STRENGTHS Picture 1 (replace & title) CHALLENGES Picture 3 (replace & title) 2. REVISIONS for 2014 WEAKNESSES Picture 2 (replace & title) OPPORTUNITIES Picture 4 (replace & title) Place a single picture in each bucket above that represents your revised visions for the year.

3. REFINEMENT (RESULTS) for 2014 FOCUS ON THE END RESULT OF YOUR CHANGE: A. Identify the end result of building on your strength B. Identify the end result of building on your weakness C. Identify the end result of overcoming your challenge D. Identify the end result of capitalizing on your opportunity E. Find and paste 4 Visuals (pictures), one for each identified area of change above, that visually represents the end result

STRENGTHS Picture 1 (replace & title) CHALLENGES Picture 3 (replace & title) 3. REFINEMENT (RESULTS) for 2014 WEAKNESSES Picture 2 (replace & title) OPPORTUNITIES Picture 4 (replace & title) Place a single picture in each bucket above that represents your refined successes for the year.

4. REFRAME for 2014 FOCUS ON HOW YOU WILL DRIVE THE CHANGE: A. Identify what you will do (action) to build your Strength B. Identify what you will do (action) to build up your Weakness C. Identify what you will do (action) to overcome your Challenge D. Identify what you will do (action) to capitalize on your Opportunity E. Consider the insights you uncovered on page 5, determine and then fill in the table on the following page for each bucket

4.E REFRAME (ACTIONS) FROM 2013 1. REVISION | IDENTIFY CURRENT STATE A. Build on our strength of (tbd.) TO 2014 3. REFRAMING | IDENTIFY WHAT YOU WILL DO TO CHANGE THE STATE By doing x we will achieve y. 2. REFINING | IDENTIFY THE RESULTING STATE AS MEASURE OF SUCCESS A. We will succeed in building our strength when (tbd.happens). B. Build on our weaknesses of (tbd.) B. We will succeed in building our weakness when (tbd.happens). A. Overcome our challenge of (tbd.) C. We will succeed in overcoming our challenge when (tbd.happens). D. Capitalize on the opportunity of (tbd.) D. We will succeed in capitalizing on our opportunity when (tbd.happens).

5. ACTION-PLAN for 2014 KEEP IT SIMPLE, SHORT AND SMART: A. VISION | Identify an 2 images, one the represents you today, and one that represents you in 12 months from now. B. OBJECTIVES | Now that we have our four main goals, how we will achieve them and what success looks like, we need to develop 3-5 objective, or action steps for each of these buckets. C. OWNERSHIP | We also need to identify an owner responsible for being the lead on these buckets (disregard this step if using for personal planning). D. TIMING | In addition to identifying each of these objectives, we will also estimate the time you will need to achieve each objective. E. EXECUTION | Now we discuss what is needed by who and when, in order to achieve success as a team, and develop an overall timeline for each objective, goal and action previously identified an a spreadsheet or project management program.

5.A ACTION-PLANNING 2014 Picture 2015 Picture FROM TO (CURRENT) (IDEAL) Place a single picture in each bucket above that represents now and later.

5.B-D ACTION STEPS FROM 2013 OWNER Name Name Name Name TO 2014 OBJECTIVES GOALS TIMING Build on our strength of (tbd.), by doing y, to achieve z, by this date. 1. 2. 3. JAN - MAY Build on our strength of (tbd.), by doing y, to achieve z, by this date. 1. 2. 3. APRIL - JUNE Build on our strength of (tbd.), by doing y, to achieve z, by this date. 1. 2. 3. JULY - SEPT Build on our strength of (tbd.), by doing y, to achieve z, by this date. 1. 2. 3. SEPT - DEC

STRENGTHS Picture 1 (replace & title) CHALLENGES Picture 3 (replace & title) 5.E (Slide 3.E - RESULTS) WEAKNESSES Picture 2 (replace & title) OPPORTUNITIES Picture 4 (replace & title) Place a single picture in each bucket above that represents your refined successes for the year.