GOAL SETTING & ACTION WORKBOOK

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2 2017 Goal Setting & Action Workbook a simple process that works! Completed By: Date: *This is a supplement to the post: Simple Goal Setting That Gets Results 2

3 ABOUT LIVE YOUR LEGEND Hey Guys Welcome to an amazing time of the year! For those of you new to our community, Live Your Legend is a community and movement dedicated to changing the world by helping people find work that genuinely excites them and build a career around making the impact only you can. The majority of the Live Your Legend tools and community resources are totally free to the public, and this workbook is only one of the many tools in our Passionate Work Toolkit. Along the journey we ve also created a career course, Live Off Your Passion, as well as How to Connect With Anyone, designed to help you build genuine connections with the people who can change everything. We look forward to this being just the beginning. We re in your corner however you need us. Here s to taking 2017 by storm! ~ The Live Your Legend Team 3

4 Guidance: This was created to help you take action to make 2017 your best year yet. Use the following questions to get crystal clear on your vision, goals and the actions required to make them happen. The key is to keep it simple, actionable and exciting. Clear your calendar, get out your journal and let s get to work. Be sure to print this out so you can put pen to paper. Then take it to a coffee shop or park -- WITHOUT an Internet connection or a time limit -- and let the awesomeness begin. Every magnificent accomplishment, discovery or transformation started with the decision to make a change and follow up with tiny steps each day. Over time that commitment will move mountains. Let s get to it! ~ The Live Your Legend Team 4

5 The greater danger for most of us is not that our aim is too high and we miss it, but that it is too low and we hit it. ~ Michelangelo

6 STEP ONE Reflect! Review What Made Last Year Awesome (and not so Awesome) The more you praise and celebrate your life, the more there is in life to celebrate. ~ Oprah Winfrey Take stock of what you ve accomplished and what you re proud of. Also think through the low points of the year and what you don t want to repeat. Use these questions to guide you: 1. What are you most proud of in the last year? 2. If there were a newspaper headline describing this past year for you, what would it say? 3. What unfinished business did you want to resolve before the year s end, and when will you do it? (Ex: lingering relationships, apologies, goals yet to achieve, etc.) 6

7 4. When were you most excited about life in this past year? What were you doing? Who were you with? 5. Looking back, what would you have done differently in 2016? 6. What new dream for yourself did you achieve? 7. Where did you let fear hold you back from a goal you had? 8. What was boring to you this year that you hope to change for next year? 7

8 9. What new and inspiring people did you meet in the last year? Who do you want to get closer with in the year to come? Remember, you are the average of the five people you spend most time with. Choose wisely! 8

9 STEP TWO Define Your Areas of Attention If you have built castles in the sky, let not your dreams go to waste. Just build the foundations under them. ~ Henry David Thoreau List the core areas of your life where you want to get results. Examples include: Health, Continued Learning, Helping Others, Marriage, Business. The more creative you can get with your naming, the more committed you ll be (i.e. Expand the Mind instead of Continued Learning). Anything goes. Don t list any more than 8 (ideally fewer). The point here is to nail the areas in your life that matter and have fun with it. Areas of Attention

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11 STEP THREE Define Resolutions and Habits We are what we repeatedly do. Excellence, then, is not an act, but a habit. - Aristotle Before we start thinking through our massive goals, it s good to start with general themes of improvement or change you want to work on. We see them as habits or resolutions. These differ from goals in the sense that goals are things you eventually accomplish or check off your list. Habits are things you want to adopt as a part of your life going forward. Some examples of habits we ve focused on include: being early, scheduling less, slowing down, spending less time on , simplifying/ decluttering, single-tasking or getting more sleep. Our friend Leo Babauta of ZenHabits.net has a really effective and simple approach to changing habits - It s best to focus on a max of one new habit or resolution at a time (ideally no more than one a month). If we do that one thing for a month straight, it will likely become a part of our routine. The good news is that for the super ambitious, this still allows for 12 new habits a year! Although, we d recommend fewer. List up to 12 habits or resolutions you d like to focus on for the New Year:

12 STEP FOUR Create a Core Goal in Each Area of Attention A goal is a dream with a deadline. ~ Napoleon Hill Now it s time to think big. These goals don t have to be massive, but that certainly makes it more fun. They just have to be meaningful to you. It s not necessary to pick something for every single category, but we encourage you to do so or you risk sacrificing parts of your life that matter. Balance is key. List 1-3 goals per Area of Attention: AA1 AA2 AA3 AA4 AA5 AA6 AA7 AA8 AA9 12

13 STEP FIVE Get Specific! Define What You Really Want Only those who will risk going too far can possibly find out how far one can go. ~ T. S. Eliot It s not enough to say, I want to be healthier or I want to make more money. Goals must be quantifiable and measurable. And you need to be in control of whether they happen. You can t control whether you actually lose 10 pounds, but you can control what you eat and how often you exercise, which usually leads to losing the weight. Define exactly what you want. If you want to write a book, then how many words a day can you commit to? If you don t know the rules of the game, then how could you ever expect to win? List the quantifiable outcomes and the specifics of each goal. Goal Quantifiable Outcome & Specifics:

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15 STEP SIX Get Leverage Find a Compelling and Emotional Reason Why He who has a strong enough why can bear almost any how. ~ Friedrich Nietzsche Leverage can come from one of two places. You can focus on the wonderful things you ll experience if you complete your goal (i.e. happiness, personal freedom, finding the love of your life). Or you can focus on the awful things that might happen if you don t (i.e. loneliness, a heart attack, bankruptcy). Positive or negative, discover what will make it an absolute must to accomplish your goal. It s like the father who couldn t quit smoking until his six-year-old daughter walked into his home office one morning and said, Daddy, I don t want you to die before I m 10. He never smoked again. That s leverage. What massive reason can you find for making your goal a must? It could be fitting into your wedding dress or being sure you re alive to teach your grandson math. It s your call. Just be sure there is major emotion behind it. List one WHY for each goal. Goal: Leverage Your massive reason why:

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17 STEP SEVEN Fill in the Details - Create Baby Steps Great things are not done by impulse, but by a series of small things brought together. ~ Vincent Van Gogh Thinking of a long-term goal as a single item to accomplish can be massively overwhelming. But every goal has all kinds of 5-minute or one-hour tasks leading up to it. 1. Take each core goal and divide it into 3 to 5 Minor Steps. Then create 3 to 5 Baby Steps for each Minor Step. You may need more or fewer steps depending on the size of your goal. Feel it out. 2. Also, think about who can help you make each goal a reality. No one does anything on their own. Behind every success is a support team that makes it possible. For each of your goals, list one person who could help you achieve it. Ideally they have experience and expertise on the topic. This could be someone close to you, a colleague, friend or someone you ve never met who you d love to get assistance from. List at least one name for each goal. On the following pages name and list your goals, their Minor & Baby Steps, and someone that can help you accomplish it. Write as much or little as necessary per goal, but try to get at least a couple points listed for both minor and baby steps. See example formatting listed in the first box. 17

18 Goal Minor Steps: Baby Steps: Who can help? Goal Minor Steps: Baby Steps: Who can help? Goal Minor Steps: Baby Steps: Who can help? 18

19 Goal Minor Steps: Baby Steps: Who can help? Goal Minor Steps: Baby Steps: Who can help? Goal Minor Steps: Baby Steps: Who can help? 19

20 STEP EIGHT Get THEM on a Calendar Show me your calendar and I ll show you your priorities. ~ Unknown Everything we do takes up physical time in our lives. Without putting things on the calendar, it s easy to plan way too much. Too much then leads to overwhelm, which leads to the opposite of progress. Not good. Now look at the goals and habits/resolutions you ve created. Begin to place each into various months. Be conscious of your life. If you know you ll be traveling all of April, then don t expect huge results that month. If some of your goals will take the whole year to complete, then fill in your Minor tasks in the months where you will take the action Goals, Habits and Outcomes by Month: JANUARY FEBRUARY MARCH APRIL 20

21 MAY JUNE JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER 21

22 STEP NINE Get Accountable - Tell at Least 4 People About Them Show me your friends and I will show you your future. - Unknown We tend to keep our word much better with others than with ourselves. Pick at least four people close to you to tell about your goals. They ll be your Accountability Allies. Walk them through your process. Explain why it s so deadly important to you and even give them a copy of your goals and plan (Just photocopy this when complete). Ask for their help. Accountability Ally: How they ll keep you accountable (weekly checkups, whip cracking, etc.): Bonus Task: Better yet, head over to our Live Your Legend Accountability & Action Group on Facebook and openly declare your biggest goals to our community. Not only will it make you more accountable, but I know there are also a ton of ways our talented members can help you be successful. Go get the word out! 22

23 STEP TEN Routinely Review Your Progress, Weekly or Monthly at the Least Steady perseverance is taking small steps to get to your achievement and toward which effort is directed. As long as you make movement toward a goal, that s what matter most in life. ~ Kemmy Nola To see massive progress, you must keep your plans front of mind. Create a routine that allows you to review the above on a weekly basis. Anything more infrequent than weekly makes it too easy to keep the ideas and dreams just that: ideas and dreams. They become reality when we consistently address them and make small gradual progress. In a year that can become enormous. 1. Write down when you will review your goals on a routine basis: Day of Week: Time of Day: 2. Adopt a weekly planning process to ensure you continue to stay accountable and make progress. The good news is we already created this for you. Go download The Weekly Planning Workbook and get started! 23

24 STEP ELEVEN Do Something NOW - no Matter How Small Never leave the site of setting a goal without first taking some form of positive action toward its attainment. - Tony Robbins Never leave the site of a planning session without taking some action to get you closer to victory. It could be the tiniest thing in the world. Maybe send a short or make a quick list. Pick something that only takes 5 minutes or less. And do it. Let the momentum build. Pick one small task for your top few goals that you can do right now to get you closer

25 Become Your Dreams - Just Add Hard Work Congratulations! The fact that you ve finished this process means you are nearly guaranteed to experience your dreams. As long as you do one thing Work. Dreams don t become reality by dreaming. That is the very first and simplest step. The magic happens when a consistent process of dedicated action is applied to the things that matter most in your life. And make no mistake. Massive hard work is required. When you get committed on such a level, the sky is literally the limit. That is what has turned the impossible into the possible and is what makes the difference between a Legendary life and an ordinary one. We have a lot more power than we often give ourselves credit for. All we have to do is want it badly enough. That part is up to you. Here s to a year of doing what actually matters to you and to the world. We ll see you out there! ~ The Live Your Legend Team 25

26 Need more in-depth guidance for finding & doing work you love? These will help We have all kinds of incredibly in-depth courses to help you every step of the way and, as with everything we do at Live Your Legend, they come with a 100% results-backed guarantee. That s just how we roll. Three great places to start are: DAYS TO DISCOVER YOUR PASSION Do you feel like the only thing you know is that you don t like where you are right now? 21 Days to Discover Your Passion is a 21-day step-by-step guide to help you break through that barrier. It includes Passion Discovery Actions to help you build your mindset, create congruency, define your change and set up rituals for success. These daily discoveries will get you closer to doing work you love in 21 Days. Guarantee: start doing work in one area you are passionate about in 60 days or less, you get a 100% refund. 2. LIVE OFF YOUR PASSION The full step-by-step framework Scott first used for his coaching clients to discover their passions and build a career or business around work they love now built into our flagship 8-module interactive online course. Guarantee: Start doing work you love in 90 days, or you don t pay! 3. HOW TO MAKE YOUR FIRST $1,000 FROM YOUR PASSIONS & TALENTS The title says it all. The exact process we ve used with countless students to make their first $1k, which is also what we ve used to develop and launch every service and product we ve created at Live Your Legend, that s led to over $700k in sales in two years. It also comes with our private $154k 7-page launch checklist. We don t share these numbers to brag. We tell you as proof that our tools work. Hence our guarantee Guarantee: Make your first $1k from your passions and talents in less than 3 months or the course is free. All of our products and courses can be found here. Enjoy! The Live Your Legend Team 26

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28 WEEKLY PLANNING WORKBOOK YEARLY WEEKLY PLANNING WORKBOOK A SIMPLE PROCESS THAT WORKS! Completed By: Date: *This is a supplement to the post: How I Plan My Week (My 5-Step Process) It also works hand-in-hand with the Goal Setting & Action Workbook. 2

29 WEEKLY PLANNING WORKBOOK ABOUT LIVE YOUR LEGEND Hi Team! For those of you new to our community, Live Your Legend is a community and movement dedicated to changing the world by helping people find and do meaningful work that genuinely excites them and build a career around making the unique impact only they can make. The majority of the Live Your Legend tools and community resources are totally free to the public this workbook is only one of the many tools in our Passionate Work Toolkit. Along the journey, we ve also created career discovery courses such as 21 Days to Discover Your Passion, Live Off Your Passion, and How to Connect with Anyone, designed to help you find and create your career and build genuine connections with the people who can change everything. We look forward to this being just the beginning. We re in your corner however you need us. Here s to doing more of what matters! The Live Your Legend Team 3

30 WEEKLY PLANNING WORKBOOK Guidance: Spend one hour going through this process at the beginning of each week it will help you do a lot more of what actually matters. Ideally pick the same time each week, put on your favorite music, brew your best tea and make it a ritual. Cheers! 4

31 WEEKLY PLANNING WORKBOOK STEP ONE CONNECT AND VISUALIZE THE BIG PICTURE The future you see is the future you get. Robert G. Allen Take a few minutes to visualize your 3- to 10+-year high-level goals and outcomes to connect deeper to the WHY behind what you are doing each day (and make sure it is still in alignment). Time: 2 5 min. STEP TW0 CELEBRATE LAST WEEK The more you praise and celebrate your life, the more there is in life to celebrate. Oprah Winfrey Write down everything from the past week that you re proud of. List at least 10 things, and many more if you want. Big or small, anything goes. Time: 5 10 min. 5

32 WEEKLY PLANNING WORKBOOK STEP THREE WRITE DOWN MAJOR LESSONS Learn from your failure and it s not failure. Do it again and it is. Live Your Legend Write down any key learnings from the past week: major lessons, meaningful quotes, things that inspire you and dream connections (people you d like to meet). Time: 2 5 min. Major Lessons: Meaningful Quotes: Sources of Inspiration: 6

33 WEEKLY PLANNING WORKBOOK People You d Love to Meet: Inspiring People You did Meet: STEP FOUR ANALYZE WHAT DIDN T HAPPEN In the end we only regret the chances we didn t take. Lewis Carroll Be honest with yourself and list the big things that didn t happen and what you can improve for next time. Time: 2 5 min. What Didn t Happen: 7

34 WEEKLY PLANNING WORKBOOK STEP FIVE CLARIFY AND COMMIT TO YOUR BIGGEST OUTCOMES Focus is the key to the world. William Dinsmore III Decide on a maximum of 6 7 outcomes you want to accomplish related to the various areas in your life. This could be creating a personal budget, cooking a healthy meal or having a great meeting with a mentor. You get to decide. Just be sure they get you closer to your yearly goals. That s the key. So checking Facebook would not count. Keep in mind that the majority of your time should be spent on activities that leverage your natural talents and strengths, and everything should be in line with your values. Take a minute to quickly review your strengths and values as well to be sure everything is in sync. Time: 5 10 min. Top Outcomes: 8

35 WEEKLY PLANNING WORKBOOK STEP SIX SCHEDULE EVERYTHING If you talk about it, it s a dream, if you envision it, it s possible, but if you schedule it, it s real. Anthony Robbins Every task takes time and therefore needs a place on your calendar. Look at your 6 7 weekly outcomes and decide what core tasks will need to happen to accomplish these. Now spread these out throughout the week. Most people can t accomplish more than 1-3 meaningful things in a day, so that s your limit. Time: 5 15 min. Pick 1 3 most important tasks (MITs) related to your outcomes, and schedule them throughout the week: Monday Tuesday Wednesday Thursday Friday Weekend 9

36 WEEKLY PLANNING WORKBOOK STEP SEVEN FILL IN THE GAPS & HOUSEKEEPING Pay attention to the small things, for over time they ll become big. Proverb 1. Look at what s left on your to do list. Now look at your calendar and see when you could fit the little things in. Schedule these as well. By the end of this process you shouldn t have any stray to-do lists or tasks. Any remaining items on your task list should be appropriately categorized for later. By far the best task management tool we ve found is Things (Mac & ios). 2. Ask Who else can I help this week? List 1 3 people. 3. Ask Who could help me accomplish what I have planned for the week? List 1 3 people 4. Review expenses and spending from the last week using financial software, online banking or expense notes. If you have a business, look over those expenses as well. 10

37 WEEKLY PLANNING WORKBOOK IMPORTANT THINGS TO KEEP IN MIND 1. Everything takes longer than we think. If you think it s going to take an hour to write an article, then schedule an hour and a half. Your worst-case scenario is that you end up having free time. 2. Leave windows of buffer time. Do not fill in every second of every day. Unexpected things will always come up. Don t let them snowplow your week. Give yourself time to take care of last-minute stuff that matters, and to be spontaneous with things. 3. Know you won t get it all done. Even with great planning, it seems like we tend to be over ambitious. Be okay with leaving something for next week. It gives you something to look forward to anyway. 4. Schedule the most important things early in the day and early in the week. Given the above, front-weight your most important tasks so that no matter what comes up, at least a few of them will get done. * * * With the Right Process You Always Have Time for What Matters... Make the above a part of your weekly process and give yourself a chance to do more of what matters. Whether it s losing a few pounds or transitioning to a job you actually enjoy, the right process can make all the difference. That starts with how we spend our days, weeks and hours. Enjoy! The Live Your Legend Team 11

38 WEEKLY PLANNING WORKBOOK Please Share This With Those Who Need It! We provide this stuff to our Live Your Legend community totally for free and we love it that way! All we ask is that you share it with those you think need it. You can do that by Tweeting, Facebook sharing or ing the related blog post by clicking to this page: How I Plan My Week (My 5-Step Process). We would love if you d the above link to one person who could genuinely use these tools. You can also click this link to share directly to Twitter. Thanks so much for being a part of this! 12

39 WEEKLY PLANNING WORKBOOK Need more in-depth guidance for finding & doing work you love? These will help We have all kinds of incredibly in-depth courses to help you every step of the way and, as with everything we do at Live Your Legend, they come with a 100% results-backed guarantee. That s just how we roll. Three great places to start are: DAYS TO DISCOVER YOUR PASSION Do you feel like the only thing you know is that you don t like where you are right now? 21 Days to Discover Your Passion is a 21-day step-by-step guide to help you break through that barrier. It includes Passion Discovery Actions to help you build your mindset, create congruency, define your change and set up rituals for success. These daily discoveries will get you closer to doing work you love in 21 Days. Guarantee: start doing work in one area you are passionate about in 60 days or less, you get a 100% refund. 2. LIVE OFF YOUR PASSION The full step-by-step framework Scott first used for his coaching clients to discover their passions and build a career or business around work they love now built into our flagship 8-module interactive online course. Guarantee: Start doing work you love in 90 days, or you don t pay! 3. HOW TO MAKE YOUR FIRST $1,000 FROM YOUR PASSIONS & TALENTS The title says it all. The exact process we ve used with countless students to make their first $1k, which is also what we ve used to develop and launch every service and product we ve created at Live Your Legend, that s led to over $700k in sales in two years. It also comes with our private $154k 7-page launch checklist. We don t share these numbers to brag. We tell you as proof that our tools work. Hence our guarantee Guarantee: Make your first $1k from your passions and talents in less than 3 months or the course is free. All of our products and courses can be found here. Enjoy! The Live Your Legend Team 13