Matt Soderstrum

2015

The$LifePlan™$Process$LifePlan$Objectives

Specifics Accomplished

Primary Objective

I want clarity of my next steps

Secondary Objectives

Personal A plan for better health

FamilyHow do we continue to make an

impact as parents and grandparents in our next season of life. Also - how do Stacy and I

continue to grow?

Vocation Plans for my next step - coaching, LifePlans, speaking

Spiritual What is my role in the church after I am no longer a pastor?

Community Who am I involved with? Who are we involved with?

LifePlan Objectives

Where Am I Today? Today’s Status

ControllabilityFull Partial None

WHAT IS RIGHT? (OPTIMIZE)

I feel I am going where God wants me to go X

I have kept weight off X

Stacy and I seem in a good place X

Being grandparents is awesome! X

WHAT IS WRONG? (CHANGE)

A little stagnant with God X

Parenting kids out of the home is a challenge X

I need to doing more exercise X

WHAT IS CONFUSED? (CLARIFY)

How hard do we “push” our kids? X

Can I make it in my next profession? X

What is my future role within the church - Harvest or other? X

WHAT IS MISSING? (ADD)

Exercise X

A solid business plan X

Four Helpful Lists

Age Specifics Life Domain(s)1-10

Ranking

18 Successful in high school Personal 818 Move to Jacksonville University Personal, Family 220 Back to Iowa Personal, Family,

Vocation, Spiritual 7

21 Accept Christ Personal, Family, Spiritual 9

22 Mary Stacy Personal, Family 9

22 Mortuary Science School Personal, Family, Vocation 7

24 Bailey is born Personal, Family 924 Back home Personal, Family,

Vocation, Community 7

28 Sam is born All 131 Year of 25 surgeries All 134 Change to Pastor All 842 Dane Leaves Personal, Spiritual 642 Stacy’s Father Dies Personal, Family 247 Sam Moves out Personal, Family 5

49 Growing discontent professionally All 5

Turning Points

Turning Point ProfileThemes Pre-Season Practice 1st Half 2nd Half Play-

offs

Turning Points:

High School Success

Move to Jacksonville

UniversityBack to Iowa Accept Christ Mary Stacy

Mortuary Science School

Bailey is born Back to Home Sam is born Year of 25

surgeriesChange to

PastorDane leaves

HarvestStacy’s

Father DiesSam Moves

OutGrowing

Discontent at work

18 18 20 21 22 22 24 24 28 31 34 42 42 47 49

PersonalLeader

Very popularGreat time

Very difficultHomesick

Transition to Wartburg was

hard Saved Great thingTo Chicago -

enjoy the suburbs

HappyImmediate

love

A good moveThe worst

thing I could have imagined

Shattered dreams

Very hard yearLots of weight

gain

It was time for a changeGrowing

discontent

Ready to step up

Big time commitment

Some bitterness to the church

A big loss

A good move Some freedom

we haven’t had

What does my next season

look like?

Family 1st time away from home

Good to be close to family

and Stacy

Parents are happy Now our family Just us

HappyMore effort to

do thingsA happy family

Back close to family

Shelby is born

DifficultSurgeries

Stacy and I tag team

Lots of help for other kids

Five childrenBetter than moving to

Dallas

Things seem to be going

well at home

Big loss to the family

Feel this is best for Sam

Hard but good

Soon to be empty nestersGrandparents

VocationChange to

Math Education

To Chicago Direction and a plan

Funeral Director

Funeral Director

Very busy

Still busyJob is flexible

Job allows lots of flexibility

Feel obedient to make the

change

Bigger role at Harvest

Preach more and enjoy that

CoachingLifePlansSpeaking

Church Accept Christ at Warburg

Great thingReally no life

change

Very little care here

Not much time for church

Very little church

involvement

Involved at Salem

Much more serious about

faith

Lots of prayer and

dependance on God

Seeking to be obedient

Seeking to be obedient

What is my role at Harvest

now?

Community Lots of friends“Golden Spoon”

Dr. Kinne

The power of being called

by my “name” Dennis & Maribeth

Really no friends

Some good friends

Some community

support

Some support from friends - although not

that muchLove doctors and nurses

Church family is our

community

Feel lack of support from

DeaconsDesire for

closer friends

LifeGates: Life Gate: Shattered Dreams

Turning Point Learnings

# Message

1 I must live according to my design/purpose

2 It is ok to make changes - and hard too

3 Sam has impacted our lives in a major way

4 An absence of a sense of challenge creates boredom for me

5 Relationships are a priority for me

Talent and Heart AssessmentCategories Specifics Messages

TALENTS

• Relational Connector - Developing connections at a deep level - the few rather than the masses

• Inquisitive Questioner - caring about others • Interpersonal Communication - Ability to share ideas in

many forms - verbal and writing• Lifelong Learner - Importance in continual development

through conferences, webinars, books, etc… PersonalIntegrate exercise into my

life. Continue to learn.

FamilySeek opportunities to

connect with Stacy, kids and grandchildren.

VocationContinue to meet with a

coach to help me with my new focus.

SpiritualDeepen my relationship

with God and seek opportunities to preach.

CommunityBe intentional with my friends. Who and how

often?

Passions

• Football• Connecting with others• Deep conversations

• Learning• Purpose• Helping others

Needs• Affirmation• Connection• Know I am making a

difference

• Team work• Relationships of depth• Challenges

Drives• Structure• Consistency• Faith

• Those in my “circle”• To impact others

Obsessions• Helping people get to

where they want to go• Purpose in life

• Balance for people• That I am making a

difference

Characteristics• Steady• Approachable• Safe• Funny

• Caring• Consistent• Thoughtful• Relational

Qualities• Thoughtful• Caring• Open and honest

• Team player• Realist• Authentic

Yearnings• To make a difference• Financial Security• Speak publicly

• Run my own business• To be an expert on

something

Hopes (Expectations)

• Retire with financial security

• Travel• Be a good husband

• Impact my children and grandchildren

• Make a difference in the world

• Significance

Achievements• Good father• Coached football for 26

years

• Handled special needs child well

• Leadership throughout life

HEART

What do I care about? Helping people get where they want to go

What do I dream about? Living a life that matter - impacting others

My Opus Gloria or Contribution in Life:“Matt helped me get where I wanted to go.”

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Contribution Image

Primary Leadership Secondary Leadership

COMFORT ZONE

Things People

Primary Ideas Secondary Ideas

Internal Wiring

Replenishment Cycle

Physical:Walking/jogging - 30-45 mins -

5 days/wkSome weight training -

twice a week

What Refuels Me?

Intellectual:Read - at least 2 books a month

Blogs and websites - weekly

P - PhysicalI - IntellectualE - EmotionalS - Spiritual

Emotional:Connect with someone on a deep level - 3-4 times/week

Daily “down” time

Spiritual:Connect with God in some way

dailyMonthly - retreat day

Yearly - extended retreat

# Values Specifics

1 Authenticity• Being who I am - open and honest with

struggles• Relating to people as people, not

projects

2 Significance• Seeking to make a difference in the

world• Impacting people

3 Team Player We are better together

4 Care Giving and receiving

5 Loyalty Being faithful and reliable

6 Growth/development

Continually seeking to better myself and others

My Core Values

Strategic Life Dashboard

Risk / Obstacle Pyramid My Life Direction VITAL SIGNS

Health

Negative self-talk

Financial Issues

Not having positive friendships

My Life Purpose

(why I exist)

Navigational AideI exist to live as an authentic follower of Christ, helping people get to where they

want to go through deep connecting, coaching and communicating.

Optimized Depleted

1 2 3 4 5

My Life Vision

(where I am headed)

• I am healthy and active, both mentally and physically.

• I am continuing to impact my children and grandchildren in a positive way

• I am helping people get where they want to go through facilitating LifePlans, coaching and speaking

• I continue to serve in the local church

• I am a trusted friend to many

My Life Mission

(what I must do)

• Live out my replenishment cycle• Invest time in the lives of my

family - intentionally connect• Build my business - continue to

learn• Look for opportunities to use my

gifts in ministry - be selective• Seek out individuals and couples

to impact

Replenishment Cycle

Family

New Business

Ministry Focus

Friendships

Opportunity Matrix

A

B D

C

Senior Pastor PositionPastor Role at Harvest

Coaching/LifePlansExecutive Director - professional organization like Iowa Funeral

Directors’ Association

A B C D

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Life Perspective Filter

EXPERIENCES

TALENTS

HEART

THINKING

WIRING

PATHWAY

RESULTS:

*One Red Means It’s Dead*

VALUES

Criteria Options

Major Gates A B C D

Provide deep connection with others

Income of $70,000 or more

Provide purpose

One red makes it dead! RESULTS

Minor Gates

Retirement benefits

Opportunities for travel

Flexible Schedule

RESULTS

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Vocational Gating Process

1b

2a

W.I.N. Wheel

Friendships

5

Stacy

2a

Replenishment Cycle

1

Life Domains

1. Personal 2. Family 3. Vocation 4. Church 5. Community

LifePlan

3aCoaching

3b

Role at Harvest

4

Kids and Grands

2bSpeaking

3b

Life Initiatives ProfileKey Objective The Next Steps Start

Date:Today’sStatus

1 I have kept my weight at 225 pounds, am physically active and am healthy

• Get blood sugars better under control• Start exercise program• Engage my replenishment cycle• Put in place a personal Advisory Board

JulyJulyJuly

August

2a I have a great relationship with Stacy• Weekly dates• Weekends away twice a year• Walks together - 3 times a week

AugustNovemberongoing

2b I am involved with my children and am impacting my grandchildren

• Connect with each child (and spouse) - at least every two weeks• See grandchildren at least monthly• Overnights with grandchildren twice a year when they are old enough

(without parents)

ongoingongoing

2016

3a I am facilitating 30 LifePlans a year. • Continue to blog 2-3 times a week• Find speaking opportunities to promote LifePlans• Address other areas to publicize LifePlans - funeral directors/pastors

ongoingSeptemberSeptember

3a I am coaching 10-12 people a month

• Ascertain if a group of funeral directors is a possibility• Finish up certification with Dan Miller• Send letters to churches in our area• Publicize to funeral homes

AugustSeptemberJuly/AugustJuly/August

3b I am speaking 25 times a year in differing formats

• Finish “Live and Finish Well” in different formats• Continue my Speak It Forward Master Mind Group• Publicize to Funeral Groups• Preaching - Harvest and other places

SeptemberongoingAugust

January, 2016

4 I am serving in a ministry or two at Harvest

• Continue with Mission Team• Discuss possibility of being on the Teaching Team at Harvest with the

Elders

ongoingJanuary, 2016

5I have several deep relationships with

friends - both individually and as a couple.

• Identify people to be involved with - individually and as a couple• Continue with existing groups - Care Group, Card Club, Friday Morning

Group, Book Group

Octoberongoing

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Time AssessmentKey Assumptions12 hours per day | 7 days a week | 4.33 weeks per month | 364 hours each month

Life Domain

Hours/Month % of Month Notes

Current Planned Current Planned

Personal 15-20%

Family 20-25%

Vocation 50-60%

Church 10%

Community 10%

Totals 364 364 100% 100%

LifePlan Accountability

StacySusan P.

Kurt

JDGreg

Roger E.

JonStacey

Roger P.Susan W.

My kids

# Specifics

1 The direction I am going in wanting to facilitate LifePlans, Coach and Speak is a good fit for me.

2 I enjoy the LifePlan process very much. It is amazing!

3 Intentional Living is very important to me.

4 I am not afraid to make changes as I feel God leading me - although sometimes I am slow!

5 Relationships are very important to me - it is ok to connect at a deep level with the “few” rather than surface level with the “many”

6 I want a life of significance!

Life Plan Learnings

Life Domains

What is Right?

(optimize)

What is Wrong? (change)

What is Confused?

(clarify)

What is Missing?

(add)

Personal

Family

Career

Spirituality

Community

Life Plan Review Today’s Date: ___________

Risk / Constraint Pyramid My Life Direction Risk/Constraint Pyramid

My Life Purpose

(why I exist)

Navigational AideI exist to live as an authentic follower of Christ, helping people get to where they

want to go through deep connecting, coaching and communicating.

Optimized Depleted1 2 3 4 5

My Life Vision

(where I’m headed)

• I am healthy and active, both mentally and physically.

• I am continuing to impact my children and grandchildren in a positive way

• I am helping people get where they want to go through facilitating LifePlans, coaching and speaking

• I continue to serve in the local church• I am a trusted friend to many

My Life Mission (what I

must do)

• Live out my replenishment cycle• Invest time in the lives of my family -

intentionally connect• Build my business - continue to learn• Look for opportunities to use my gifts in

ministry - be selective• Seek out individuals and couples to

impact

Life Perspective LearningsTalents Heart Thinking Wavelength Drivers-Comfort Zone Values

•Relational Connector

•Inquisitive Questioner

•Interpersonal Communicator

•Lifelong Learner

I care about helping people get to where they

want to go.

I dream about living a life that matters by impacting

others.

“Matt helped me get where I wanted to go.”

Concrete Abstract

1 5 10

Detailers

Minders

Builders

Finders

Conceivers

Contribution

Primary Leadership

Things

Primary Ideas

Image

Secondary Leadership

People

Secondary Ideas

•Authenticity•Significance•Team Player•Care•Loyalty•Growth/Development

Spiritual:Connect with God in

some way dailyMonthly - retreat day

Yearly - extended retreat

Emotional:Connect with someone on a deep level - 3-4

times/weekDaily “down” time

Physical:Walking/jogging - 30-45 mins

5 days/wkSome weight training -

twice a week

My Replenishment

Cycle

Replenishment Cycle

Intellectual:Read - at least 2 books a

monthBlogs and websites - weekly

Turning Point Profile

Highs High School

Success

Back to Iowa

Accept Christ

Marry Stacy

Mortuary Science School

Bailey is born

Back Home

Change to Pastor

Dane Leaves

Professional

discontent

Age 18 18 20 21 22 22 24 24 28 31 34 42 42 47 49

Lows Move to JU

Sam is born

Year of 25

surgeriesStacy's

Dad Dies

Sam Moves

Out

Themes Pre-season Practice 1st Half 2nd Half Play-offs

Strategic Life Dashboard

Matt Soderstrum

LifePlan On A Page

2015

Friendships5

2aStacy

Replenish-ment Cycle

1

LifePlans3a

Life Domains 1. Personal 2. Family 3. Vocation 4. Church 5. Community

W.I.N. Wheel Action Initiatives ProfileAccountability

StacySusan P.

Kurt

JonStacey

Roger P.Susan W.

My kids

Coaching3b

Role atHarvest

4

Key Objective The Next Steps Start Date:

Today’s Status

1 I have kept my weight at 225 pounds, am physically active and am healthy

• Get blood sugars better under control• Start exercise program• Engage my replenishment cycle• Put in place a personal Advisory Board

JulyJulyJuly

August

2a I have a great relationship with Stacy• Weekly dates• Weekends away twice a year• Walks together - 3 times a week

AugustNovemberongoing

2b I am involved with my children and am impacting my grandchildren

• Connect with each child (and spouse) - at least every two weeks• See grandchildren at least monthly• Overnights with grandchildren twice a year when they are old enough (without parents)

ongoingongoing

2016

3a I am facilitating 30 LifePlans a year. • Continue to blog 2-3 times a week• Find speaking opportunities to promote LifePlans• Address other areas to publicize LifePlans - funeral directors/pastors

ongoingSeptemberSeptember

3a I am coaching 10-12 people a month• Ascertain if a group of funeral directors is a possibility• Finish up certification with Dan Miller• Send letters to churches in our area• Publicize to funeral homes

AugustSeptemberJuly/AugustJuly/August

3b I am speaking 25 times a year in differing formats• Finish “Live and Finish Well” in different formats• Continue my Speak It Forward Master Mind Group• Publicize to Funeral Groups• Preaching - Harvest and other places

SeptemberongoingAugust

January, 2016

4 I am serving in a ministry or two at Harvest • Continue with Mission Team• Discuss possibility of being on the Teaching Team at Harvest with the Elders

ongoingJanuary, 2016

5 I have several deep relationships with friends - both individually and as a couple.

• Identify people to be involved with - individually and as a couple• Continue with existing groups - Care Group, Card Club, Friday Morning Group, Book Group

Octoberongoing

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Roger E.

2bKids & Grands

Speaking3c

Replenishment Cycle

Family

New Business

Ministry Focus

Friendships

Health

Negativeself-talk

Financial Issues

Not having positive friendships