how to establish holistic goals
TRANSCRIPT
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Western Region Webex
February 1, 2010
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How to establish “Holistic” Goals
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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...”
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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.
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“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
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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…
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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.
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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.
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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.
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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
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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.
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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
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Open discussion, comments, questions…
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