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My Life Planning



Don’t wait for life to happen, make it

happen [Goal Setting Workbook – Rev 0] Page 1 © 2007








Goal Setters



What exactly is Goal Setting?



Where it goes wrong



The Goal Setting Process – an Overview



It’s All About You!



Personality Profiling



Your Behaviour Profile



Your Aptitude/ Intelligence Preference



Your Motivational Forces



Step 1: Get the ‘Big-Picture’ first



What is your ‘Big-Picture’?



Life Aspects



Step 2: Determine what you really want



So what do you really WANT?



So what can you really ACHIEVE?



Putting it all together…



Step 3: Establishing your Goals



Types of Goals



Setting Priorities






Setting Timeframes



Goal Development



Step 4: Prepare your Personal Action Plan



Developing your Action Plan



The KEY to Goal Setting Success



Other methods of getting organised



Step 5: Review your Action Plan and Goals



Why Monitor and Review?



Goal Progress Review



Success/ Failure Analysis



What do you do once you’ve achieved a goal?




In Closing…


Feedback to JaiperJAM

56 [Goal Setting Workbook – Rev 0] Page 2 © 2007



Chapter Outcomes:

At the end of this Chapter, you will be able to:

Describe ‘goal setting’

Explain why goal setting is important to you Explain why the goal setting process often fails

Explain why you haven’t succeeded at setting or achieving goals to date (if this is the case)

This Chapter is mostly reading about and understanding goal setting - what it’s all about, and why it is so important. Don’t worry if you have to read the chapter several times to fully understand the material, because it’s important that you do before you move on.

1.1Goal Setters

Goal setting is not new. For thousands of years, prominent citizens and civilisations have used goal setting in some form to plan and then achieve incredible feats of engineering, exploration, discovery or war.

Imagine if Captain Cook or Christopher Columbus didn’t have goals to explore the new world? Or if the ancient Egyptians didn’t have a ‘goal’ for commemorating their dead Pharaohs? (Slave labour helped too!). All of the great wonders of ancient civilisations would not exist if some visionary didn’t have the goal to build them. And of course, all the major military battles in history, from Roman times to modern battles, were all won (or lost) as a result of a strategy that evolved from a simple goal.

In today’s capitalist society, there are numerous business men and women who have succeeded through goal setting and planning. The late Kerry Packer (1937-2005) rose to become the wealthiest man in Australia through his media interests, despite being reportedly dyslexic and, as Kerry Packer himself said “academically stupid”. Was this just good luck – partly, but he also had a strategic plan for this business empire that evolved from his personal goals (mostly to prove his father wrong, who had labelled Kerry the “family idiot”) and the goals he established for his business.

I’m sure you can think of other ‘successful’ people - whether they’re a well known public figure, someone at work, or someone in your circle of friends – and I’m 99% sure they’ve all got where they are, not because of good luck (although this may help) but because of good life management. In other words –


Then of course there are the people like you and me. We’re ‘normal’ people that just want the best for our family and to live a happy, comfortable life. Or perhaps you’re more ambitious than that? It doesn’t matter how big or small your ambitions are, the best (the only) way to get there is to prepare a Life Plan built around your own personal goals.

Putting it simply:

…people who succeed have goals, and people who have goals succeed.

This is probably the most important message from this chapter. To reinforce this key message (we’ll be doing this with other key messages throughout this workbook), write it down on a separate piece of paper in BIG LETTERS and stick it somewhere obvious. Read it to yourself or out aloud every day – read it with conviction, like to truly believe it. Let the power of your mind through positive thinking and idea reinforcement help you embrace this wonderful process.

Of course, you may already be a seasoned goal setter, in which case this workbook will give you some great tips to support your goal-setting journey. [Goal Setting Workbook – Rev 0] Page 3 © 2007


Or you may be a repeat ‘New Years Resolution’ offender with good intentions that become a case of set- and-forget rather than successful goal setting, as we’ll see later in this chapter.

Activity 1.1…

So now’s a good time to ask the question – what type of goal setter are you? (tick the box that best applies to you):

I’m an underachiever. I have lots of ambitions but haven’t achieved any (or many) of them yet. I’m an underachiever by comparison with my work colleagues/ friends and want to prove to myself that I can do it too!

I’m achieving, but would like to achieve more. I just want to be the best I can be!

Seasoned goal setter looking for new ways to look at goal setting.

Repeat ‘New Years Resolution’ set-and-forget offender

something else? ……………………………………………….

It doesn’t matter what type of goal setter you are, the process used in this workbook is for everyone - from stay-at-home mums to corporate executives - because the principles of goal setting are the same, its just the personal goals that are different (and personal).

Just a side note on one of my ‘pet hates’: it seems that everywhere you look on the internet and in magazines, there is an overwhelming expectation that everyone wants to earn more money. This is propagated by today’s materialistic society where success seems to be measured by how much money you make, what type of car you drive and so on. In reality, these things only feed your ego, and at the end of the day, don’t reflect what is really important – family, health and well-being and sell-fulfillment. Success is more than material or financial reward.

Money of course is what makes the world go round and you need a certain amount of it to live how you want and to achieve your goals, but the goal to earn more money should be driven by other needs such as the desire to give your kids the best education, rather than making more money just for the sake of making more money. I can tell you now that if your goal is to earn more money for no apparent reason, you’ll never achieve it and you’ll never be satisfied!

Don’t panic though – I don’t want to put you off the goal setting journey so early in this workbook! The goal setting process you work through in the following sections allows you to set and achieve the goal of making more money (if you really want to, that is), but more importantly makes you work out WHY you really want to earn more – what are your real drivers. If you know this, then you are more likely to achieve your goal because you’ll have a personal reason to do so. I can’t stress this point enough, and we’ll go through it in more detail in later chapters.

Whatever your idea of ‘success’ is, it is personal and unique to you so don’t let anyone else tell you how to measure your success – you’re the only one who can honestly do that. And don’t forget that people who succeed have goals, and people who have goals succeed – so to achieve your personal success, you need to set goals.

1.2What exactly is Goal Setting?

Goal setting is just a process. But it is a very important and personal process that helps you get what you really want out of life. Throughout ancient and modern history, there is a clear link between people that set goals and people that succeed, because people who set goals have a clear direction towards their chosen destination.

I’ll say it again just in case you’re not convinced – people who succeed have goals, and people who have goals succeed. [Goal Setting Workbook – Rev 0] Page 4 © 2007


So, goal setting helps you:

Work out what you really want – this is personal. You’re the only one who knows what you really want, and it’s often not what you think.

Work out a plan of attack to help you achieve what you really want – there is no point having a great goal if you don’t know how to get there.

Give you the motivation to put your plan into action – since your goals will be personal and meaningful to you and based on what you really want, you will be motivated to achieve it. Keep track of where you are going by helping you focus on the big picture, to ensure you don’t lose your direction – it’s easy to get distracted by life’s little obstacles, so goal setting will help you focus your time and energy in the right direction.

Goals are well-defined targets that give you direction and motivation – they are your road map to success (that is, what YOU consider to be success), your life’s plan, your personal guide to the future. Goals can be focused on:

Developing a new skill – perhaps you’ve always wanted to learn a new language, how to dance or play a musical instrument.

Improving your current skills, whether they be focused on career tasks or life skills such as budgeting.

Beating old habits like smoking, or developing better ones like exercise and healthy eating habits.

Producing an outcome, achieving your dream – it could be achieving more harmonious relationships with your family, wealth creation or a achieving a career goal.

The most important thing to remember is that goals are personal – they are yours and yours alone, although they may include aspects involving family and friends. The most common mistake people make when setting goals is using someone else’s goals to set your own [such as the misconception that everyone wants to earn more money], but how do you know that is really what you want?

At this stage, you may not know what you really want. But don’t worry, that is no reason to turn back now. Later chapters in this workbook will help you find out for yourself what is most important to you and what you really want.

Why it Works

It’s like a map - people who know where they are going and how to get there are more likely to get there than people who don’t. Goals are like your target destination, and the Action Plans developed as part of the goal setting process are your map.

More specifically, goal setting works because:

It gives you something to aim for – not only that, it gives you something MEANINGFUL and personal to aim for.

It helps you focus your time and energy on achieving your goals – instead of your efforts being spent on meaningless activities and tasks, your action plan will give you a clear plan of attack by setting your priorities.

It gives you motivation – because the goals are MEANINGFUL and personal to you, you’ll want to achieve them. This gives you the motivation and energy to keep going towards your end goal.

Of course it will only work for you if you commit to the process and follow it properly. Yes, there are pitfalls and you will probably have setbacks – it is important to bounce back from these and persevere! We’ll go through some of the more common errors people make with the goal setting process shortly so hopefully you can avoid them. But it is important to note that failure to achieve a particular deadline or part of a goal shouldn’t make you throw up your arms and give up. Learn from your setbacks and failures – why did it happen? What can you do to stop it happening again? If you do this, you will be stronger and wiser and less likely to fail again. So don’t see a setback as a ‘failure’, but rather a learning experience from which you can gain strength and conviction to continue. We’ll discuss this in more detail in later chapters, as it is a really important part of the goal setting process. [Goal Setting Workbook – Rev 0] Page 5 © 2007


Hopefully you are now convinced that goal setting works and can help you too. This workbook is intended to arm you with all the skills and tools you need to set your own personal goals and achieve them, and set you up for your own personal success.

Activity 1.2…

I want you to think about your life and where you are in your life at the moment. Why do you need to set goals for yourself? (complete the following sentence):

I need to set goals for myself because I need …..

1.3Where it goes wrong

Goal setting sounds simple right? Well it is, but it can go wrong. “If goal setting is so simple, how can it go wrong?”, I hear you ask.

Well there are two main reasons you’ll fail at goal setting:

You just won’t follow the process through

You’ll commit one of the seven deadly sins of goal setting.

It’s important for you to understand how the goal setting process can go wrong so you don’t fall into the same trap – so make sure you read and fully understand the following sections on where it can go wrong. As you read through each point, ask yourself honestly whether you’re at risk from falling into that particular trap. You will know this from your past experiences and just your knowledge of who you are.

Why People Don't Follow Through

Most people never even start the goal setting process (mostly because they haven’t even heard of goal setting outside of the context of new years resolutions), so you’ve got a head start already just by getting to this point – so keep it up!

But of the people that do start the process, or have at least heard of it, the ones who fail to get anywhere usually fail because:

They can’t think of a good reason to set goals: Perhaps they haven’t figured out what they really want or maybe they just aren’t convinced that goal setting is important. This is your future we are talking about here – goal setting establishes the destination and how to get there, so that one day the future you dream of becomes your reality. You are in control of your own destiny – you are where you are now because of the action [or inaction] you have taken in the past, and where you’ll be in 10 years time is a direct result of the action you take over the next 10 years. What better reason is there to start setting goals and have some control over your future?

They don’t see how goal setting will help them: Perhaps they haven’t realised how effective goal setting can be for ensuring success, or maybe they just haven’t figured out how it works. Maps help get you where you want, right? Well that’s all goal setting and action planning really is – your map to your future, so of course it will help.

Just remember, people who succeed have goals, and people who have goals succeed.

They haven’t got time: Goal setting is about working smarter, not harder. Yes, it will take some of your time and energy, you may even have to make some sacrifices, but the end results are truly worth the effort. Surely you can take 1-2 hours a day to plan your life’s direction and take the action necessary to get there?

We’ve all procrastinated though and put off important tasks – I’ll start my diet tomorrow, I’ll [Goal Setting Workbook – Rev 0] Page 6 © 2007


change my life with new years resolutions, I just want to wait until the kids are older. The sad reality is that some people procrastinate all their life and never achieve what they really want to achieve.

Don’t be one of those people. Visualise what life will be like when you achieve your goals and use this vision to give you the motivation and drive to get there. In the words of Nike…Just Do It!

They find it too hard: Goal setting is not hard. Yes, it takes some time and you need to do some deep soul searching to determine your inner most needs, desires and motivations – but it is not hard. I can understand though if you find this all a bit overwhelming. But how do you eat an elephant? One bite at a time. It’s the same with goal setting. And that’s the best thing about this workbook – it takes you through the process one step at a time, so you won’t even realize you’re doing it!

The other thing to remember is that goal setting is a skill, and like all skills it takes time to learn and gain experience. Again, by following this workbook, we’ll make sure that you don’t bite off more than you can chew by starting you on a few ‘easy’ goals and building you up from there – before too long, you’ll be an expert goal setter!

They are afraid they won’t achieve their goals: What is fear? False Expectations Appearing Real. This means that what you are really afraid of, probably isn’t real anyway. What will happen if you don’t lose those 10 kg’s overnight? You may still lose 0.5 kg, but you won’t get struck by lightning, no-one will laugh at you, you won’t be considered a ‘failure’ – so what is the real problem?

Fear of failure is real, but the outcome if you do fail is often overrated. It is really important though to come to terms with this as fear of failure can result in in-action and therefore failure to achieve. Learn to grow from failure, rather than fear it.

They don’t take it seriously: You need to take goal setting seriously if it is going to work for you. I’m sure you’ve tried new years resolutions before – did you take it seriously? Did you succeed?

Just think about everything we’ve gone through so far and ask yourself whether you’re committed to this process or not. I hope you are! If you’re not convinced, read through the chapter again and other recommended books on goal setting listed on our website. There’s no point continuing unless you are truly committed to this process and are going to take it seriously.

Activity 1.3…

You know yourself better than anyone else, and its important for you to know where you might let your self down in this process. So, are there any reasons why you may not follow the goal setting process through? (Tick any of the following that apply to you).

I can’t think of a good reason to set goals.

I don’t see how goal setting will help me.

I haven’t got time to do this!

This is too hard for me.

I’m afraid that I won’t achieve my goals.

I’m really not that serious about it.

Now for every trap you think you are likely to fall into, add it to your key message list. In BIG LETTERS write the opposite of the trap – for example, write “I am not afraid of failing” or “This is not too hard for me”. Make sure you read this every day with conviction – the power of positive thinking is amazing, so help it keep you out of these traps. [Goal Setting Workbook – Rev 0] Page 7 © 2007


Seven Deadly Sins of Goal Setting

So, you’ve committed to seeing the goal-setting journey through (or at least finding out some more about it), but there are still some pitfalls to watch out for. I am sure there are more than 7, but these are the biggies:

1. Not putting goals in writing

“Out of sight, out of mind” is the best way to explain why goals and the supporting action plans need to be put in writing. This is also why you’ve started writing a key message list – the best way to reinforce key concepts and your commitment to your goals is to have them written down where you can read them regularly [daily!]. This is also the reason that new-years resolutions don’t work – they are rarely written down. Out of sight, out of mind!

2. Being unrealistic

Just because you’ve written down a goal doesn’t mean it is just going to magically happen. You need to take action to achieve your goals, and the only way you’ll be able to get there is if the goals are reasonable and realistic in the first place. If you set unrealistic goals, you are just setting yourself up for failure.

The biggest culprit here is setting unrealistic deadlines for achieving goals. We all know for example that you can’t lose 10 kg (20 pounds) overnight [unless you get liposuction], but most people are really optimistic about achieving other goals. How long do you think it takes to learn a new skill? Develop a new habit? Quit an old one? This is discussed more in later Chapters, but it is probably longer than you think!

The other culprit here is taking on too much at a time – remember how to eat that elephant?

And finally, there are just some things that we really can’t do – not everyone can be a prima ballerina or world-class athlete. We are all limited by our own predispositions and natural abilities. The key is to focus on your natural abilities and motivations, and use this to drive your success. This is fundamental to the goal setting process and is discussed more in later Chapters.

3. Motivations are unclear

Goals must be personal and meaningful, otherwise you’ll have no reason to achieve them. In other words, the “Why” is more important than the “What”.

Just think about the popular goal of “making more money”. As I eluded to before, this goal is baseless and meaningless unless you have a reason driven by your inner-most desires and needs. You need to ask yourself “Why do I want to earn more money?” – to keep up with the Brown’s is not a meaningful reason. To pay for private education for your kids, or to live in a safer suburb, or to buy a new car because the old one is on its death-bed – they are all meaningful reasons, because they are personal to you.

As part of the goal setting process in this workbook, you’ll discover what your motivations and drivers are so that you can set meaningful goals that you’ll just want to achieve.

4. Not having a plan

Having a meaningful goal in writing is only half the story – you need an action plan to tell you how to get there. Back to the analogy of the map – the goal is the destination, the map is how to get there. All successful missions have had a plan or strategy, so be patient and don’t just rush in, but take the time to plan the journey so you take the best route.

Don’t worry – we’ll show you how to prepare your action plans in later Chapters of this workbook. [Goal Setting Workbook – Rev 0] Page 8 © 2007


5. Not taking action

Having a flawless plan aimed at getting you to that dream destination is not worth the paper its written on if it just sits in your draw – you must act on your plan! The plan will guide you and tell you what to do, but you still need to get off the couch and, in the words of Nike…Just Do It!

Of course, the action plan (and your goals) will be dynamic – they will change as you progress through life either as you come across road blocks and detours, or as your life changes course. This is all OK and perfectly normal, so don’t be concerned if you do make changes or even throw out your plan and start again.

6. Losing Focus

Success at achieving your goals requires focus, commitment and persistence. Sometimes your energy may be low and you’ll lose this focus, but it’s important not to give up – get back up on that horse, visualize the outcome of that dream goal and continue on your way.

To help keep you focused, try enlisting the help of a close friend or loved one or even a personal mentor to confide in through the process. You can share you successes [and failures] with them to help you grow from these experiences.

7. No Follow-Through

Goal setting is an on-going process. There is no point having a well developed, personalised set of goals with supporting action plans if it sits in your draw and never sees the light of day again. This is your road map, your life guide, and needs to be referred to constantly to make sure you’re continuing to go in the right direction.

Your priorities and therefore your goals may also change from time to time (for example if you start a family) and if this is the case, its important to sit down and go through the goal setting process again to make sure your goals still have that personal meaning to make you WANT to achieve them.

Activity 1.4…

I want you to think about your life again. Have you had ambitions in the past that you haven’t achieved? Have you tried and failed at goal setting before? After reading the above reasons for goal setting failure, complete the following sentences:

I haven’t achieved my goals, because…..

I have achieved some of my goals because…..

Again, for every ‘deadly sin’ you think you are likely to commit, add it to your key message list. In BIG LETTERS write the opposite of the sin – for example, write “I will follow my goals through” or “I will take action on my plan”. Make sure you read this every day with conviction – the power of positive thinking is amazing, so help it keep you out of these traps. [Goal Setting Workbook – Rev 0] Page 9 © 2007


1.4The Goal Setting Process – an Overview

All texts and information you’ll find on goal setting adopt more-or-less the same process, with the main steps being:

Step 1: Get the ‘Big-Picture’ first

Step 2: Determine what you really want

Step 3: Set your Goals

Step 4: Prepare your Personal Action Plan

Step 5: Review your Action Plan and Goals

The fist 2 steps are the foundation or the ‘rock’ of your goal setting process. They set the direction for the rest of the steps, so it’s really important to put the time into doing them properly. They are probably also the most difficult steps in a way and require a bit of soul searching and reflective thinking on your part to get the right answers. And these answers are unique to you, which is why only you can do it.

The other 3 steps are more of a technical process – this is the easy bit because we show you exactly HOW to do it and give you the TOOLS to do it properly (as my dad always said, “…you need to use the right tools for the right job”.). The outputs from these steps are only as good and meaningful as the inputs from Steps 1 and 2. But combined with honest and genuine output from Steps 1 and 2, the 5 step process will arm you with a strategic plan for your future, with clear targets and an actionable direction to get there.

Goal setting is of course an on-going and dynamic process. Your priorities and therefore your goals will change from time to time (for example if you start a family) and when this happens, it’s important to sit down and go through the goal setting process again. Also as you grow older and mature, your motivators and drivers will change so on-going review is necessary to make sure your goals are still relevant to you. What you want when you’re 20 will not be the same as what you want when you are 40. But armed with these skills, it is a tool for life – no matter what stage you’re at or how old you are.

The above 5-step process forms the basis of this workbook, and you’ll be guided through each of these steps in the following chapters. Each step of the process is supported with tools, templates and examples so you’ll find it easy to understand and apply to your own situation. Before you know it, you’ll have your own set of personal and meaningful goals and an action plan that sets out how to achieve your own personal goals and achieve success.

Chapter Review:

Go back to the Chapter Outcomes at the start of this chapter. Have you achieved all of these outcomes? Remember the key message from this chapter:

…people who succeed have goals, and people who have goals succeed.

You may have added other key messages to this list from the activities on why you might fail at goal setting and the seven deadly sins. Keep this list somewhere prominent and read the messages regularly to reinforce them in your mind.

Now, once you fully understand this chapter and are truly committed to the goal setting process, continue onto the next chapter.

Further Reading (FREE):

7 Little Known Goal Setting Tips

5 Success Tips [Goal Setting Workbook – Rev 0] Page 10 © 2007

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