Category Main Issue/Challenge*
Work Keeping skills/knowledge current
Education/Training/Knowledge
Financial
Fitness/Health
Interpersonal: Marriage
Interpersonal: Parenting
Interpersonal: Friendship
Interpersonal: Family
Personal Growth/Development
Environment (home,
neighbourhood,etc)
Enjoyment/Recreation
Giving Back
Material Possesions
Social Obligations
*if there are multiple issues/challenges, identify the MAIN issue/challenge using the decision-making matrix
Objective/Resolution
Continuous learning
Keeping skills current
Staying solvent
Staying active
Maintaining intimacy
Supporting learning and growth
Making connections
e using the decision-making matrix
Goals: Arise out of objectives Goal vs Task: A task brings relief when it’s accomplished, a goal brings joy/satisfactio
income taxes versus the first time you rode a bike on your own without training wheel
Objective Goal 1
Overlying Priorities/Standards
Expense management/reduction
Income generation
Green/natural solutions & practices
Conservation
Hygiene, cleanliness
Organization, planning
Skill development/learning
Connection and communcation
Growth & Improvement
gs relief when it’s accomplished, a goal brings joy/satisfaction. For example, completing your
rst time you rode a bike on your own without training wheels.
Goal 2 Goal 3
Tasks - Arise out of goals Goal vs Task: A task brings relief when it’s accomplished, a goal brings joy. For exam
Goal Task 1
continuous learning
increase income
scheduled exercise time
internalized values
maintaining connection through contact
gs relief when it’s accomplished, a goal brings joy. For example, completing your income taxes versus the first time you rode a bike on your o
Resources/Help Required Task 2 Resources/Help Required
you rode a bike on your own without training wheels.
Task 3 Resources/Help Required This Goal is completed when…
Issue/Problem/Need/Goal Priority
Instructions: compare each individual item to every other item on the list, and put a 1 in the row of the most important
(importance could be based on urgency, payoff, immediate need, etc.) If you really can't decide between two, give them
The one with the most check marks should get the most attention when planning.
So you would go through the list like this: Which is more important, item 1 or item 2? Item 1 or item 3? Item 1 or Item 4, etc.; NE
NEXT: Item 3 or item 4, item 3 or item 5, etc., NEXT: Item 4 or item 5, item 4 or item 6, etc. NEXT: Item 5 or item 6, item 6 or ite
EXAMPLE: Issue/Problem/Need/Goal Priority (see comments)
1.Reducing telecom costs 1
2.Updating Voice & Data line spreadsheet 1
3.Code invoices 1 1 1 1 1
4.Completing business process survey 1 1 1
5.Review Disaster Recovery Manual 1
6.Create backup plan for telecom 1 1 1 1 1
7.Submit RTOs for time off 1 1 1 1 1
You can see how short-term items take priority if they are lumped together with long-term items.
EXAMPLE: Issue/Problem/Need/Goal Priority (see comments)
Long-Term/Ongoing
Reducing telecom costs 1 1
Updating Voice & Data line spreadsheet
Review Disaster Recovery Manual 1
Short-term/Immediate Need
Code invoices 1 1 1
Submit RTOs for time off 1 1
Create backup plan for telecom
Completing business process survey 1
Priority Totals
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
in the row of the most important of the two at this particular moment
n't decide between two, give them both a check. See example below.
or item 3? Item 1 or Item 4, etc.; NEXT: Item 2 or item 3, item 2 or item 4, etc.
NEXT: Item 5 or item 6, item 6 or item 7. DONE
Priority (see comments) Totals
1
1
1 1 7
3
1
5
5
0
0
0
0
0
0
erm items.
Priority (see comments) Totals
2
0
1
0
3 Do this first - doesn't take long
2 Do this second - needed for payroll
0
1 Decide on where this fits with L/T items
0
Category Item Item
Specific Duties (from Job Analysis)
Competencies (from Job Analysis)
Skills/Knowledge
Interpersonal/Interdepartmental Relations
Item Item Item Item
Item Item Item Item
Item
Barrier Resulting Action Counter-action
focusing on weaknesses provoking unpleasant feelings focus on strengths
negative thinking looking at cons first look at pros first
staying in comfort zone not taking risks go beyond comfort level, stretch
avoiding people not making connections reaching out