Strategic Life Plan System Handbook
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Transcript of Strategic Life Plan System Handbook
T H E S T R A T E G I C L I F E P L A N N I N G S Y S T E M H A N D B O O K
You Only Have One Life – Plan Well, Live Well
http://StrategicLifePlanSystem.com
Copyright 2010 Keno R. Mullings. All rights reserved.
http://StrategicLifePlanSystem.com
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OUTLINE
Outline .......................................................................................................................................................................... ii
What is a Strategic Life Plan? .............................................................................................................................. 1
The Strategic Life Plan System ........................................................................................................................... 2
Gather, Plan, Build .............................................................................................................................................. 3
Wisdom Guidelines ................................................................................................................................................. 4
Compass ....................................................................................................................................................................... 7
My Manifesto ........................................................................................................................................................ 7
Assessment ................................................................................................................................................................. 8
Self-Assessment Questionnaire .................................................................................................................... 9
What is a SWOT Analysis? ............................................................................................................................. 10
Ingredients ............................................................................................................................................................... 11
Strengths .............................................................................................................................................................. 11
Roles ....................................................................................................................................................................... 11
Core Values.......................................................................................................................................................... 11
Purpose Statement ........................................................................................................................................... 11
Vision ..................................................................................................................................................................... 12
Ingredients .......................................................................................................................................................... 13
Strengths ......................................................................................................................................................... 13
Roles ................................................................................................................................................................. 13
Core Values .................................................................................................................................................... 13
Purpose Statement ..................................................................................................................................... 13
Vision ................................................................................................................................................................ 13
Copyright 2010 Keno R. Mullings. All rights reserved.
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Goals ............................................................................................................................................................................ 14
Outline ................................................................................................................................................................... 14
Common Resources ......................................................................................................................................... 14
Goals Bucket ....................................................................................................................................................... 14
Goal Worksheet ................................................................................................................................................. 16
Overview & Due Date: ............................................................................................................................... 16
Objectives ....................................................................................................................................................... 16
Goals ................................................................................................................................................................. 16
Tasks & Activities ........................................................................................................................................ 16
Skills Needed ................................................................................................................................................. 16
Resources Needed ....................................................................................................................................... 17
Gap Analysis .................................................................................................................................................. 17
Common Resources ......................................................................................................................................... 18
How to Maximize Resources ........................................................................................................................ 18
Goals Bucket ....................................................................................................................................................... 19
Lifestyle ...................................................................................................................................................................... 20
My New Lifestyle .............................................................................................................................................. 20
Other Resources ..................................................................................................................................................... 21
Recommended Reading ...................................................................................................................................... 21
Understanding Money ............................................................................................................................... 21
Finding Your Purpose ................................................................................................................................ 21
Launching Your Business ......................................................................................................................... 22
Running Your Business ............................................................................................................................. 22
Other Material ......................................................................................................................................................... 23
Copyright 2010 Keno R. Mullings. All rights reserved.
http://StrategicLifePlanSystem.com
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Contact Info .............................................................................................................................................................. 24
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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WHAT IS A STRATEGIC LIFE PLAN?
Your Strategic Life Plan is like a business plan for your life. It is the guide that you will use to fulfill your purpose, see your vision come to fruition and accomplish your life goals. It is a dynamic document and one that should be reviewed every day. It is a personal document and one that should not be taken lightly or shared frivolously. This process may take hours, days, weeks and for some years to complete. It is our hope that this system will guide you in the right direction and enable you to complete your Strategic Life Plan sooner rather than later.
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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THE STRATEGIC LIFE PLAN SYSTEM
The Strategic Life Plan System comprises of five major components:
1. Assessment
2. Ingredients
3. Goals
4. Lifestyle
5. Compass
The Assessment phase is where you take stock where you are in life. What have you achieved? What experiences have you had? Your strengths, roles, core values, purpose statement and vision are the basic building blocks (Ingredients) of your Strategic Life Plan. Based on your Assessment what are your Ingredients? Now that you know what Ingredients you have to work with, what Goals do you want to accomplish in your lifetime? What Goals are you now compelled to accomplish? The Goals phase is where you not just create a to-do list but an action plan for how to accomplish your Goals. The Lifestyle phase is where you determine the lifestyle habits you will adopt so that you will stay on track with your Strategic Life Plan. Your Compass is your manifesto. It is the executive summary of your Strategic Life Plan – it should be completed after everything else is done. Your Compass is the statement that you read to remind
Copyright 2010 Keno R. Mullings. All rights reserved.
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you why you’re doing what you’re doing. It will help you determine whether or not a particular opportunity is right for you.
GATHER, PLAN, BUILD
Before you build you must plan. Before you plan you need to gather the information that you’ll need.
Gather Assessment Ingredients
Plan Goals
Build Goals Lifestyle
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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WISDOM GUIDELINES
Before you start working on your Strategic Life Plan, let’s warm up the brain by meditating on these wisdom guidelines.
He who knows not and knows not that he knows not, is a fool, shun him.
He who knows not and knows that he knows not, is ignorant, teach him.
He who knows and knows not that he knows, is asleep, wake him.
He who knows and knows that he knows, is wise, follow him.
- Persian Proverb
“Do what you can when you can and when you can do what you can.”
- Keno R. Mullings
“Don’t leave your purpose to find money – money is to help you accomplish your purpose”
– Unknown
“The resources you need are only visible when you look”
- Keno R. Mullings
“Don’t use time to make money – use money to make time”
- Unknown
“The solution is already there – find it!”
- Keno R. Mullings
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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Goals should be…
Specific
Measurable
Achievable
Realistic
Time-bound
“A business is a vehicle to solve problems”
- Keno R. Mullings
For every goal ask why five times. This will help you get to the root goal.
“Failure is the friend you're glad they came after they left.”
- Keno R. Mullings
“Clutter exists when disorder is allowed to persist.”
- Keno R. Mullings
“Procrastination is the thief of time.”
– Unknown
“Problems are the seeds of opportunity.”
- Keno R. Mullings
Copyright 2010 Keno R. Mullings. All rights reserved.
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“Discipline is doing what needs to be done, when it needs to be done, the best it can be done and doing it that way every time you do it.”
- Bobby Knight
“As you live your mission it should take you to your vision.”
- Dave Anderson
“Speak life to that which most live and death to that which must die.”
- Keno R. Mullings
“Successful people understand their talents and build their lives upon them.”
- StengthsExplorer.com
Add your own here…
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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COMPASS
The Compass is your Manifesto.
It is the executive summary of your Strategic Life Plan.
Complete it after everything else is done. It should feel organic. Commit it to memory.
IF YOU ARE NOT DOING YOUR STRATEGIC LIFE PLAN EVERYDAY, YOU EITHER HAVE THE WRONG PLAN OR AN OUT OF ORDER LIFE.
MY MANIFESTO
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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ASSESSMENT
Take stock of where you are in life
Know who you are
Know where you are
Know where you’ve been
This is a self-assessment or overview of where you currently are in life
These thought provoking questions will help you complete the other sections
When you are done…
o Complete a personal SWOT analysis
o Complete the StrengthsFinder 2.0 strengths assessment
o Complete the DISC personality profile
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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SELF-ASSESSMENT QUESTIONNAIRE
What would you do if you knew you couldn’t fail?
What would you do if money was not an option?
What are you passionate about?
What makes you happy, sad and angry?
List the areas in life that are important to you?
What education have you attained?
What skills have you developed (e.g. technical, leadership or managerial, administrative, office, software, etc.)?
Copyright 2010 Keno R. Mullings. All rights reserved.
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What experiences have had (e.g. work, volunteer, church, etc.)?
What is your current job position?
What are your strengths (e.g. self-motivated, goal oriented, pay attention to details, etc.)?
WHAT IS A SWOT ANALYSIS?
Strengths
Weakness
Opportunities
Threats
…analysis
Strengths and Weaknesses are internal things we may have some control over
Opportunities and Threats are external things that we may not have any control over
We can use Strengths to overcome or manage Weaknesses and use Opportunities to overcome Threats
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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INGREDIENTS
Your Strengths, Roles, Core Values, Purpose Statement and Vision are the basic building blocks (ingredients) of your Strategic Life Plan. Many people go through life without ever knowing these fundamentals about themselves. It is who you are.
STRENGTHS
o Your God-given gifts and talents
o These come natural to you
o You sometimes get frustrated with people who don’t “get it”
ROLES
o These are the titles you have
o Your roles are often tied to your responsibilities
o People often define themselves by their roles - I am a…
CORE VALUES
o What are the most important values you want to pass on to your children?
o What wouldn’t you change for all the money in the world?
o What makes you really angry, passionate or sad?
o Core values strongly reflect your character traits
PURPOSE STATEMENT
o Your purpose is that pursuit to which you give your life
o Your purpose statement defines it clearly
o It is your call to action
o Purpose is the original intent of God on your life – Sandy Kulkin
o Purpose is the intent of God’s will for you – David Ireland
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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VISION
o Your vision is your legacy
Guided by our purpose, constrained by our core values, empowered by our strengths and driven by our roles we press towards our vision.
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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INGREDIENTS
STRENGTHS
ROLES
CORE VALUES
PURPOSE STATEMENT
VISION
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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GOALS
A Goal is a measurable objective with a deadline
Based on your Ingredients (Strengths, Roles, Core Values, Purpose & Vision) what are the goals you want to accomplish in your lifetime?
What are the things you want to do?
Where are places you want to go?
What are the experiences you have to have?
What are the things you want to possess?
OUTLINE
1. Overview - Write an Overview and the due date of the goal
2. Objectives - List Objectives that the goal will accomplish
3. Tasks - List Tasks needed to accomplish the objectives
4. Skills - List Skills needed to complete the tasks
5. Resources - List the Resources that you need to complete the tasks
6. Gap Analysis is a list of skills & resources that you lack but are necessary to complete your tasks
COMMON RESOURCES
Review you your life goals and group all the common resources in one place
Develop a strategy that can be used to maximize these resources
GOALS BUCKET
You may have come up with some goals that do not quite “fit”
List them in your Goals Bucket
Their “fit” or “miss-fit” will be revealed to you as you get further along in life
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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If you are having trouble coming up with goals, then complete this section first
Use your Goals Bucket for brainstorming
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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GOAL WORKSHEET
OVERVIEW & DUE DATE:
OBJECTIVES
GOALS
TASKS & ACTIVITIES
SKILLS NEEDED
Copyright 2010 Keno R. Mullings. All rights reserved.
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RESOURCES NEEDED
GAP ANALYSIS
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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COMMON RESOURCES
HOW TO MAXIMIZE RESOURCES
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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GOALS BUCKET
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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LIFESTYLE
These are the lifestyle habits you go through daily that enables you to stay on track with your Strategic Life Plan
Remember - It takes 21 days to make a habit, so be diligent
MY NEW LIFESTYLE
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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OTHER RESOURCES
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http://www.StrategicLifePlanSystem.com
RECOMMENDED READING
Understanding Money
Finding Your Purpose
Launching Your Business
Running Your Business
These and more books can be purchased from http://bookstore.themullingsgroup.com.
UNDERSTANDING MONEY
Your Money Counts by Jr., Howard L. Dayton
The Millionaire Next Door by Thomas J. Stanley
Financial Peace Revisited by Dave Ramsey
FINDING YOUR PURPOSE
Copyright 2010 Keno R. Mullings. All rights reserved.
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I Wrote This Book on Purpose...So You Can Know Yours by Dr. John Stanko
Wild at Heart by John Eldredge
The 4-Hour Workweek, Expanded and Updated by Timothy Ferriss
StrengthsFinder 2.0: A New and Upgraded Edition by Tom Rath
LAUNCHING YOUR BUSINESS
The Art of the Start: The Time-Tested, Battle-Hardened Guide for Anyone Starting Anything by Guy Kawasaki
RUNNING YOUR BUSINESS
The Art of the Start: The Time-Tested, Battle-Hardened Guide for Anyone Starting Anything by Guy Kawasaki
Business By The Book: Complete Guide of Biblical Principles for the Workplace by Larry Burkett
Jesus CEO : Using Ancient Wisdom for Visionary Leadership by Laurie Beth Jones
Making Change Work: Practical Tools for Overcoming Human Resistance to Change by Brien Palmer
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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OTHER MATERIAL
In creating this Strategic Life Plan template, I reviewed the following work. I would like to say thank you.
Strategic Planning for Your Life Presentation
Washington, D.C.
STC Community
January 10, 2005
Presented by Judy Glick-Smith
http://kaohana.windward.hawaii.edu/pdfs/article-pdfs/MyStrategicLifePlanTemplate.pdf
MyStrategicLifePlanTemplate.pdf by kaohana
How to Turn Your Dreams Into Reality
By Creating a Personal Master Plan
By Josh Kaufman and Worldly Wisdom Ventures.
Strategic Life Plan Starter Kit
Bishop Eddie L. Long
Creating a Strategic Life Plan
By Ron Gaschler, M.Ed.
Copyright 2010 Keno R. Mullings. All rights reserved.
http://www.TheMullingsGroup.com
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CONTACT INFO
Connect: http://www.linkedin.com/in/kmullings
Follow: http://twitter.com/KenoMullings
Consult: http://TheMullingsGroup.com
Learn: http://TheMullingsUniversity.org
Discover: http://StrategicLifePlanSystem.com
Call: (617) 299-6871