Western Region Webex

February 1, 2010

How to establish “Holistic” Goals

What does the word “Holistic” mean?

Merriam-Webster Dictionary

defines holistic as…

“Relating to or concerned with wholes or with complete systems rather than with the analysis of, treatment of, or dissection into parts...”

Step One in establishing holistic goals…

• Identify your “Governing Values.” What are Governing Values?

• Governing Values are those values that are at the core of your belief system.  These are the values that drive your choices, behavior and goals in life.

“Values are like fingerprints, nobody’s are the same, but you leave em all over everything you do.”

Elvis Presley 1935-1977

Presley’s birthplace in Tupelo, Mississippi

Examples of Governing Values…

• Adventure• Freedom• Loyalty• Balance• Generosity• Patience• Beauty• Gratitude• Commitment• Peace

• Professionalism• Compassion• Health• Quality• Courage• Honesty• Respect• Creativity• Accountability• Love

• Humor• Responsibility• Faith• Integrity• Teamwork• Fitness• Leadership• Wisdom• Trust• Charity

Create a “Master List” of your own Governing Values…

Step Two in establishing holistic goals…

• Identify your “Roles.” What are your Roles?

• Examples are: Father, Mother, Husband, Wife, Brother, Sister, Son, Daughter, Project Manager, Construction Manager, Grand Son, Grand Daughter, Fireman, Surfer, Photographer, Race Car Driver, Artist, Singer, Self, etc.

Step Three in establishing holistic goals…

• Identify your “Relationships.” What are your “Relationships?”

• For each “Role” you have, you also have “Relationships” within each of those “Roles.”

• Examples are: daughters, sons, wife, husband, mother, father, boss, partner, CM, PM, PE, PA, sisters, friends, brothers, significant others, self, etc.

Step Four in establishing holistic goals…

• Think about what you’d like to accomplish (Goals) in relation to your Roles and Relationships and inspired by your Governing Values.

Holistic Goal Planner

Governing Values:

Adventure

Humor

Wisdom

Patience

Creativity

Click here to enter text.

Role: Father

Goal: White water rafting trip

Relationship(s): Daughter

Next Steps:

1- Locate a river and a Guide Service

2- Talk to daughter about potential dates for this trip

3- Book the trip with the guide service

4- Buy supplies for the trip at the sporting goods store

5- Pick up daughter at her apartment at 9:00 AM

6- Arrive at river by 11:00 AM to meet the guide

7- Pull raft over for lunch on the river around 1:00 PM

8- On drive home, stop at a nice place for dinner

Due Date

June 9

June 11

June 12

June 16

June 23

June 23

June 23

June 23

Governing Values have flexibility…

• Option 1: You can choose to have a small list of governing values and apply them to every goal you set and everything you do.

• Option 2: You could choose to have a “Master List” of governing values and then pre-select a few values for each goal. Different goals may have different values empowering them.

Summary of Holistic Goal Planning Steps

1. Identify your Governing Values

2. Identify your Roles and Relationships

3. Align your Goals with your Roles, Relationships & Values

4. Outline Next Steps and Due dates

5. Follow through with your Goals (Execution)

"A good plan violently executed now is better than a perfect plan next week."

General George S. Patton

“…you always know the right thing to do. The hard part is doing it."

General H. Norman Schwarzkopf

Open discussion, comments, questions…

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