strategic -setting

DISCLAIMER: The principles and suggestions in this workbook and seminar are presented to apply to diverse personal and company situations. These materials and the overall seminar are for general informational and educational purposes only. The materials and the seminar, in general, are presented with the understanding that Pryor Learning is not engaged in rendering legal advice. You should always consult an attorney with any legal issues.

©2021 Pryor Learning, Inc. Registered U.S. Patent & Trademark Office and Canadian Trade-Marks office. Except for the inclusion of brief quotations in a review, no part of this book may be reproduced or utilized in any form or by any means, electronic or mechanical, including photocopying, recording or by any information storage and retrieval system, without permission in writing from Pryor Learning, Inc.

pryor.com

SEMINAR WORKBOOK

Strategic Goal-SettingHALF-DAY EVENT

©Pryor Learning, Inc. • WGJ2110ES-DL ii

Section 1: The Why and How of Goal Setting

What Is Your Vision? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Why Most Goals Don’t Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

When Goals Do Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Elements of Effective Goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Optimize Goals to Create Balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

$25,000 Worth of Advice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Goal Management Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Section 2: Objectives and Priorities

Changing Our Language: Task vs. Objective . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Swiss Cheese Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Prioritizing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

The CREATION ZONE — Life Balance GOAL Worksheet . . . . . . . . . . . . . . . . . . . . . . . . 8

The CREATION ZONE — Individual GOAL Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . 9

The ACTION ZONE — Keep the Goal Alive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Section 3: Barriers and Procrastination

Mind Sweep: Cleaning Out the Mind Clutter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Organizing Your Mind Sweep List– Planning & Prioritizing Process . . . . . . . . . . . 12

Procrastination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Conquering Barriers and Procrastination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Accomplish Your Goals 5 to 10 Minutes a Day . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Appendix

The CREATION ZONE — Life Balance GOAL Worksheet . . . . . . . . . . . . . . . . . . . . . . . 15

The CREATION ZONE — Individual GOAL Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . 16

Recommended Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Table of Contents

1

1

©Pryor Learning, Inc. • WGJ2110ES-DL

The Why and How of Goal Setting

What Is Your Vision?

Write down as many ideas for goals as you can think of in each area (add/change labels as necessary):

• Personal Development/Education

• Career/Business

• Family/Relationships

• Health/Physical/Self-Care

• Fun/Recreation

• Financial/Money

• Other

1

©Pryor Learning, Inc. • WGJ2110ES-DL2


Why Most Goals Don’t Work

Goal Target Practice

When Goals Do Work

• Write down one goal you think you accomplished.

Why do you think you accomplished it?

• Write down one goal you did NOT accomplish .

Why do you think you didn’t accomplish it?

The most important goal-setting question no one ever asks: ____________________________________________

3

1



Elements of Effective Goals

S

M

A

R

T

E

R

Write a SMART goal using one of the ideas you wrote down on page 1


1 The Why and How of Goal Setting

Optimize Goals to Create Balance

1. Rate how much time you spend and your satisfaction on a scale from 1-10 for each life area. Feel free to change the name of an area or add one to represent what is important in your life.

2. Plot each rating on the balance wheel on the next page by placing a T for Time and an S for Satisfaction at the ring matching your number. Color your Satisfaction from 1 to your score.

SATISFACTION (S) TIME (T)

On a scale from 1-10, how satisfied are you in each of these areas?

Feel free to change the name of an area or add one to represent what is important in your life.

On a scale from 1-10, how much time do you spend in each of these areas?

Feel free to change the name of an area or add one to represent what is important in your life.

Personal Development/Education Personal Development/Education

Career/Business Career/Business

Family/Relationships Family/Relationships

Health/Physical/Self-Care Health/Physical/Self-Care

Fun/Recreation Fun/Recreation

Spiritual/Religious Spiritual/Religious

Financial/Money Financial/Money

5

1


1 The Why and How of Goal Setting

Personal Development/Education

Financial/Money

Careers/BusinessCareers/Business

Oth

er

Health/Physical/Self-Care

Family/R

elatio

nship

sFun/Recreation

1 2 3 4 5 6 7 8 9 10

1 2 3 4 5 6 7 8 9 10

Plot your answers on the chart below.

1. Place a T for Time in each area.

2. Place an S for Satisfaction in each area.

3. Color from 1 to your S score in each area.Satisfaction (S)

Time (T)

This snapshot shows your life balance and helps you evaluate where you spend your time compared to your satisfaction.


2 Objectives and Priorities

$25,000 Worth of Advice

1.

2.

I - Actions II Creations

Goal Management ZonesCarve out time you didn’t know you had.

III - Delegation IV - Waste

7©Pryor Learning, Inc. • WGJ2110ES-DL


Changing Our Language: Task vs. Objective

Swiss Cheese Objectives

Prioritizing

What comes first?

Consider:

Task Objective



My Top 10 Goals Write at least one SMART goal for each area of your life in the space below. Again, feel free to create your own areas. Ask your trainer for feedback on making your goals SMART if you need some support. If you don’t finish with the time available in the seminar, make a note on your to-do list to finish this exercise as homework.

The Creation ZoneLife Balance GOAL Worksheet

My Why

Vision of what my ideal life will look like one year from today, which is:

Life Balance Area Goal Due Date

1

2

3

4

5

6

7

8

9

10



The Creation ZoneIndividual GOAL Worksheet

Goal

Goal Why

Goal Date

Life Balance Area

Vision of how the Goal will look & feel using ALL

your senses

How will you celebrate when you achieve your

Goal?

Have a Why Exciting/Challenging Adjustable/Adaptable Related to Values True to Yourself

Specific Measurable Attainable Realistic Timely

Prioritize A,B, C, D Swiss Cheese Objectives Date



The Action Zone

How to Keep the Goal Alive – Next Steps

1. Print your worksheets.

2. Schedule each objective on your calendar.

3. Complete each objective as scheduled.

4. CELEBRATE each objective’s completion!

At the end of the month, review what you did or did not do this month . How can this information help you plan your action steps for next month?

If you didn’t do anything toward one of your goals, review your goal against the SMART checklist and see if you need to modify or eliminate that goal.

Keep the Goal Alive

Write your goals down in a place where you will see them daily. Check your progress on them. What is your plan to keep your goals alive? Schedule time daily to check in on your goals.


3 Barriers and Procrastination

Mind Sweep: Cleaning Out the Mind Clutter

The biggest barrier that prevents most of us from successfully accomplishing our goals is everyday life. There are constantly things that need to be done, fires to be put out, urgent things to handle, and distractions to avoid. Most of the time it is all in our heads as an endless to-do list. Clean out your “mind clutter” on a regular basis with a Mind Sweep.

Phone Calls Things to Buy Things that Need Fixing

Things to Do Relationships Reading

Projects Started, Not Completed Projects that Need to be Started Letters/Emails to write

Reports, Proposals, Reviews Meetings Financial

Planning Administrative Tasks Customers

Marketing/Sales Professional Development Systems

Waiting for Commitments Children

Fun Health Upcoming Events

Home/Household Errands Other



From PowerPoint ugly flow chart

Organizing Your Mind Sweep List– Planning & Prioritizing Process

When you get stuck, here is a here is a process to help you plan and prioritize.

Delegate Defer/Prioritize

Follow up

More than 5 minutes?

Do ASAP Schedule

Do it now!

3-5 minutes?

Is it actionable?

SomedaySomedayTrash File

NO

Break intoObjectives/

ReviewPrioritize

C R E AT I O N ZO N E

AC T I O N ZO N E

M I N D S W E E P L I S T

YES

Project?

What is it?

What is the next action?



Procrastination

What are your avoidance behaviors?

When you find yourself avoiding ask yourself:

Recognize Hidden Barriers

Time Barriers:

Mental Barriers:

Emotional Barriers:

“If you do what you've always done, you'll get what you've always gotten.”

Tony Robbins



Conquering Barriers and Procrastination

When you hit or barrier and start procrastinating, what can you do to overcome it?

Accomplish Your Goals 5 to 10 Minutes a Day

What can you accomplish in 5 minutes?

When and where will you commit to having your daily creation zone?

Can you commit at least 5-10 minutes every day to take action on your goals?

Remember, it is the small steps we take every day that move us forward. If we take one action every day, each day we are one step closer to our goal.

SUCCESS TIPSUCCESS TIP

©Pryor Learning, Inc. • WGJ2110ES-DL 15

Appendix

Post this worksheet in a location where you see it every day – Keep Your GOALS at the Top of your Mind!

My Top 10 Goals In Life Balance Area column, write in order of importance TO ME at least one goal for each area of my Life Balance Wheel: personal development and education, financial or money, spiritual or religious, fun and recreation, health or physical or self-care, family or relationships, career—feel free to change the names of areas or add one to represent what is important in your life .

The Creation ZoneLife Balance GOAL Worksheet

My Why

Vision of what my ideal life will look like one year from today, which is:

Life Balance Area Goal Heart

Smart?Due Date

1

2

3

4

5

6

7

8

9

10


Appendix

The Creation ZoneIndividual GOAL Worksheet

Goal

Goal Why

Goal Date

Life Balance Area

Vision of how the Goal will look & feel using ALL

your senses

How will you celebrate when you achieve your

Goal?

Have a Why Exciting/Challenging Adjustable/Adaptable Related to Values True to Yourself

Specific Measurable Attainable Realistic Timely

Prioritize A,B, C, D Swiss Cheese Objectives Date

©Pryor Learning, Inc. • WGJ2110ES-DL 17

Recommended Resources

Books

Allen, David. Getting Things Done: The Art of Stress-Free Productivity. Penguin Books.

Blakeman, Chuck. Bad Plans Carried Out Violently. Crankset Publishing.

Blakeman, Chuck. Making Money is Killing Your Business: How to Build a Business You’ll Love and Have a Life, Too. Crankset Publishing.

Cain, Susan. Quiet: The Power of Introverts in a World that Can’t Stop Talking. Crown.

Covey, Stephen. The 7 Habits of Highly Effective People. Free Press.

Dispenza, Joe. Breaking the Habit of Being Yourself. Hay House, Inc.

Lakein, Alan. How to Get Control of Your Time and Your Life. Signet.

Sherwood, Karen and Stephanie Roth. The Prosperity Shift. NewVoice Education Press.

Website

Simpleology.com – Simplifying Your Complicated Life

Check Out PRYOR+ for Additional Training Resources

Receive 1 year of unlimited training with PRYOR+:

Free attendance to live seminars

24/7 access to all online courses

Access to microlearns, quizzes, videos, eBooks, webinars and more

100% satisfaction guaranteed or your money back

Visit: pryor.com/unlimited-training

Pryor Learning’s Pryor+ program offers additional resources to keep your skills fresh . Check out the link below for more information and search for courses that interest you .

http://www.Simpleology.com

http://www.pryor.com/unlimited-training

strategic -setting

Documents