Table of Contents Personal Plan of Action

TOTAL PERSON' V WHEEL OF LIFE "" TABLE OF CONTENTS PERSONAL PLAN OF ACTION

A MESSAGE FROM THE AUTHOR...... vii Paul J. Meyer GETTING STARTED! The Total Person™...... 1 Steps to Development...... 2 Step One: Master Dream List...... 2 Step Two: Future Description...... 3 Step Three: Personal Mission Statement...... 3 Step Four: Wheel of Life™...... 3 Step Five: Self-Evaluation Questionnaires...... 4 Step Six: Present Strengths...... 5 Step Seven: Opportunities for Growth...... 5 Step Eight: Personal Values...... 5 Step Nine: Personal Priorities...... 5 Step Ten: Final Draft Personal Mission Statement...... 6 Step Eleven: Overall Personal Values...... 6 Step Twelve: Master List of Goals...... 6 Step Thirteen: Personal Goals...... 7 Step Fourteen: Affirmations...... 12 Step Fifteen: Visualization...... 13 Step Sixteen: Tracking Progress...... 13 Step Seventeen: Accomplishments...... 15 1. DREAMS FOR MY FUTURE Master Dream List Future Description Personal Mission Statement Worksheet

2. TOTAL PERSON™ DEVELOPM Wheel of Life™ ENT

2.1 FAMILY AND HOME DEVELOPMENT Self-Evaluation Questionnaire Present Strengths Opportunities for Growth

18120 1 3. Thought Stimulators for Family and Home Values Personal Values Personal Priorities 2.2 FINANCIAL AND CAREER DEVELOPMENT Self-Evaluation Questionnaire Present Strengths Opportunities for Growth Thought Stimulators for Financial and Career Values Personal Values Personal Priorities

2.3 MENTAL AND EDUCATIONAL DEVELOPMENT Self-Evaluation Questionnaire Present Strengths O ors for Mental and Educational Values p Personal Values p Personal Priorities o rt 2.4 PHYSICAL AND HEALTH DEVELOPMENT u Self-Evaluation Questionnaire ni Present Strengths ti Opportunities for Growth e Thought Stimulators for Physical and Health Values s Personal Values f Personal Priorities o 2.5 SOCIAL AND CULTURAL DEVELOPMENT r Self-Evaluation Questionnaire G Present Strengths r Opportunities for Growth o Thought Stimulators for Social and Cultural Values w Personal Values t Personal Priorities h T 2.6 SPIRITUAL AND ETHICAL DEVELOPMENT h Self-Evaluation Questionnaire o Present Strengths u Opportunities for Growth g Thought Stimulators for Spiritual and Ethical Values ht Personal Values S Personal Priorities ti m PERSONAL GOALS ul Personal Mission Statement at Master List of Personal Values

181202 I V Master List of Goals Goal Planning Sheets 4. AFFIRMATIONS AND VISUALIZATION Affirmations Visualization

5. TRACKING PROGRESS Wheel of Life™ Progress and Feedback Summary Graphing Graphing Techniques Sample Graphs Graph Paper Goal Tracking Barometer 1 -31 Day Tracking Sheet Weekly Goal Tracking Sheet

6. ACCOMPLISHMENTS Accomplishments 181203 V WHEEL OF LIFE™ A MESSAGE FROM THE AUTHOR Paul J. Meyer

A vital part of this program is the Personal Plan of Action. It provides a structure for turning theory into practice and thought into action. Your success will be determined by the extent to which you set goals and follow a plan for achieving them. Learn the patterns and principles of goal setting, and you will have a tool for achieving success in any endeavor you attempt throughout the rest of your life.

Achieving many of the personal goals you outline in your Personal Plan of Action depends upon your success in reaching challenging goals in your financial and career area of life. Your personal needs and your business goals are inseparably related. The satisfaction of personal needs, in many instances, depends directly upon excellent performance in your career. You spend more of your waking hours on the job than in any other activity, so plan and set goals to satisfy many of your basic needs in and through your professional pursuits.

The Personal Plan of Action includes six areas of life: Family and Home, Financial and Career, Mental and Educational, Physical and Health, Social and Cultural, and Spiritual and Ethical. Overall success in building a complete life depends upon setting and achieving goals in every area of life. Not all areas will be equally important nor will they carry the same sense of urgency at any given time. It is characteristic of human growth and personal development that we give major attention to one or two areas of life at a time. When progress is made in one area, attention is likely to shift to another area. Over a period of time, however, you should give attention to every area of life according to your own priorities and values.

The Personal Plan of Action is merely an outline. It is designed to help you learn principles — not to serve as a restrictive pattern that you must follow line by line. This Personal Plan of Action is yours. Identify v/ith it personally. Feel free to add additional pages, to rearrange the sections for the six areas of life, or to expand one or more areas. You may even add

181204 Like a wheel, your life runs smoothly only when you give appropriate attention to each area. If one area is consistently neglected, your Wheel of Life will be flat in this area, causing bumpy, unsatisfactory performance in other areas. The process of goal setting allows you to give each area of life proper attention to become the Total Person you want to be according to your personal priorities and values.

STEPS TO DEVELOPMENT

Your goals can be achieved only when you see them so clearly that you can describe them in detail and know exactly what to expect and what to do to achieve them. This section of the Personal Plan of Action describes the steps in the goal setting process along with the worksheets, or forms, designed to help you in this process. These step-by-step instructions for using the goal setting process will help you get started on your personal road to success.

Like any worthwhile endeavor, crystallizing your goals and working toward their attainment requires serious thought and constant diligence. But also like any other worthwhile endeavor, your efforts produce amazing results and rewarding benefits. Read the following descriptions and instructions for gaining maximum results from your Personal Plan of Action.

STEP ONE: MASTER DREAM LIST

This worksheet provides an opportunity for you to use your creativity, your imagination, and your ability to dream. Lay aside all inhibitions and preconceived ideas about what you "should" want from life and write on your Master Dream List all of the things that you have ever wanted to have, to do, or to become. Do not think about whether these dreams are practical, logical, or possible. Only when you have some idea of what you want from life are you able to design a systematic plan for reaching the particular dreams that are of the greatest importance to you. Dreams are the basis for worthwhile personal goals.

Enjoy the process of indulging your imagination without giving any thought to obstacles and limitations. This is not the appropriate time for critical thinking. Experience the excitement of recapturing the creative abilities you possessed as a child. When you allow yourself to imagine the possibilities, you begin to believe that most of these dreams are within your reach. So list everything you ever wanted; do not leave anything out. Evalu- ation and setting goals come later. But the essential first step for developing desire and vision is to list your most exciting and meaningful dreams for the future. TOTAL PERSON

y WHEEL OF LIFET A MESSAGE FROM THE AUTHOR Paul J. Meyer

A vital part of this program is the Personal Plan of Action. It provides a structure for turning theory into practice and thought into action. Your success will be determined by the extent to which you set goals and follow a plan for achieving them. Learn the patterns and principles of goal setting, and you will have a tool for achieving success in any endeavor you attempt throughout the rest of your life.

Achieving many of the personal goals you outline in your Personal Plan of Action depends upon your success in reaching challenging goals in your financial and career area of life. Your personal needs and your business goals are inseparably related. The satisfaction of personal needs, in many instances, depends directly upon excellent performance in your career. You spend more of your waking hours on the job than in any other activity, so plan and set goals to satisfy many of your basic needs in and through your professional pursuits.

The Personal Plan of Action includes six areas of life: Family and Home, Financial and Career, Mental and Educational, Physical and Health, Social and Cultural, and Spiritual and Ethical. Overall success in building a complete life depends upon setting and achieving goals in every area of life. Not all areas will be equally important nor will they carry the same sense of urgency at any given time. It is characteristic of human growth and personal development that we give major attention to one or two areas of life at a time. When progress is made in one area, attention is likely to shift to another area. Over a period of time, however, you should give attention to every area of life according to your own priorities and values.

The Personal Plan of Action is merely an outline. It is designed to help you learn principles — not to serve as a restrictive pattern that you must follow line by line. This Personal Plan of Action is yours. Identify with it personally. Feel free to add additional pages, to rearrange the sections for the six areas of life, or to expand one or more areas. You may even add

181204 articles that you clip from magazines or other sources that have a bearing on your plans and goals. In other words, make your Personal Plan of Ac- tion work for you.

The Personal Plan of Action is not something you will fill out and say, "I am all through with it." It is just a beginning to help you get started on a lifelong practice of goal setting. As you become more and more involved in setting and achieving goals and more expert in using the principles, you may find it helpful to devise forms that work a little better for you personally. You will probably find that a blank sheet of paper will do just as well as a ruled form. Eventually, you may want to have several three-ring binders — perhaps one for each of the six areas of life. If you embark upon an especially complex goal, you may develop a special binder for a single goal. For example, if you decide to build a new home, you may want to set up a special Plan of Action binder for that purpose. You would include all the information about the legal and financial aspects, ideas you collect to discuss with your architect, agreements with contractors and builders, ideas about decorating, etc.

Success means different things to different people, but this definition applies to everyone. Success is a progressive realization of worthwhile pre- determined goals. Using the principles of goal setting in this Personal Plan of Action help you identify the goals that express your true values and priorities and it provides a structure for reaching them. As you work in this Personal Plan of Action, your enthusiasm will increase because goal setting is the strongest human force for self-motivation. Goals produce the confidence that comes from knowing where you are going and how to get there.

You are embarking upon an exciting adventure. You will choose the destination and you will chart the course. You are the pilot and the naviga- tor. Bon voyage!

Successfully and Positively,

Paul J. Meyer

VIII Keep adding items to your list as a regular habit. Let dreaming become a part of your plan for managing your life. After you have read the descriptions and instructions for the forms for reaching goals in every area of life, review your Master Dream List. Make sure you have identified at least one worthwhile goal in every area of your life. As you achieve your first goals, you will begin to enlarge your vision and see new possibilities of who you want to become, what you want to do, and what you want to possess.

STEP TWO: FUTURE DESCRIPTION

Project your life one year, five years, or 10 years into the future. How old are you? What is your life like? What is most important to you? How have your personal, family, and career circumstances changed? If you do not consciously decide ahead of time where you are going, you may very easily end up somewhere else.

Make this Future Description a realistic, yet exciting, expression of what you want to become. Objectivity and optimism together are equally important in your efforts to imagine and describe the future you desire.

STEP THREE: PERSONAL MISSION STATEMENT

Use the Personal Mission Statement Worksheet to develop your personal mission statement. The mission statement should be broad enough to govern every area of life yet specific enough to reflect your unique indi- vidual talents for contributing to your family, society, and your chosen career field. Consider including in your Personal Mission Statement the con- cepts of leadership, excellence, achievement, and a lasting contribution. These ideals, and others like them, provide inspiration and motivation dur- ing the hard, hands-on work required for success.

Because of the importance and usefulness of your personal mission statement, invest the time to write several drafts so that each version becomes more exciting and worthy of your lifelong commitment. When you are satisfied with it, write it on the form titled Personal Mission Statement. After working through some other forms, you will write the final draft of your Personal Mission Statement.

STEP FOUR: WHEEL OF LIFE™

The Wheel of Life can assist you in evaluating which areas of your life need the most attention right now. Each of the spokes on the wheel represents one of the six areas of your life. Use each spoke on the Wheel of Life as an axis for plotting where you feel you can currently rate

181002 yourself on a scale of 0-100 in that area of life. Mark your honest rating on each spoke. Then connect the marks. The resulting "wheel" indi- cates how "rounded" your current life is.

On any wheel, if one spoke is longer, the wheel is no longer per- fectly round, and the ride is very bumpy. Likewise, your life runs smoothly only when it is "rounded" and well-balanced. Seeing which areas of life are most out of line with the others can help you set priorities for action and development. As you grow in one area, you can then turn your attention to the other areas of life.

In working through this Personal Plan of Action, complete the first Wheel of Life form based on your current feeling of how you are per- forming in each area of life. Later, after you complete the Self-Evalua- tion Questionnaire for each area of life, you will score your performance and progress more precisely and quantitatively on the Wheel of Life Progress and Feedback Summary in the Tracking Progress section of the Personal Plan of Action.

STEP FIVE: SELF-EVALUATION QUESTIONNAIRES

The first worksheet for each of the six areas of life is a Self-Evalu- ation Questionnaire. Respond thoughtfully to each statement. Be com- pletely truthful and honest with yourself as you respond. There is no need to give answers just because they would please someone else. Since this is a personal evaluation, there is no need to share it with anyone else if you choose not to do so. When you are honest with self- evaluation, you can build on existing strengths and take meaningful action where most needed.

After you read over each question and honestly rate yourself, evaluate your level of satisfaction with your score. If you are satisfied with what your score reveals about you, place a " + " mark in the "+ or -" column. If you are not pleased with the truthful answer you gave, place a "-" in that column. The "-" marks suggest possible areas for goal setting and growth. The questions marked " + " identify the strengths you presently possess and the abilities you have already developed. Draw on your strengths as you work toward goals for improving in other areas and for achieving new goals.

In the words of an ancient Chinese proverb, "A picture is worth a thou- sand words." Use the Wheel of Life Progress and Feedback Summary to score your performance in each area of life over a period of time. Four Wheel of Life self-rating graphics are provided to give you a "snapshot" picture of your current level of growth and balance on four different dates. These Wheel of Life self-rating graphics also create a picture of your progress in each area of life. STEP SIX: PRESENT STRENGTHS Use the answers you gave to the Self-Evaluation Questionnaire to identify the qualities you consider strong personal characteristics and abilities. You will be encouraged to see the list of strengths you possess. You are probably stronger than you give yourself credit for being. Plan how you can use these strengths. STEP SEVEN: OPPORTUNITIES FOR GROWTH Using what you learned from the Self-Evaluation Questionnaire and everything you already knew about yourself, list the Opportunities for Growth you currently have. This process helps you identify the goals in this area of life that you want to give immediate attention to and that will bring you the most immediate benefits. STEP EIGHT: PERSONAL VALUES Your personal values, beliefs, or standards for behavior guide your life choices. They help you choose not only the goals you want to achieve, but the strategy and the specific actions you will take in pursuit of those goals. Your personal values — those already formed and those you will continue to develop — are the criteria by which you judge opportunities, look at options, or choose alternatives. Your goals must harmonize with your personal values. Otherwise, you will fail to achieve them or will remain unsatis- fied with the results. In contrast, when you set goals in harmony with your personal values, you enjoy an immense sense of purpose, accomplishment, and satisfaction with your life. You avoid the conflict and stress that could produce serious physical and emotional consequences. In addition, you enjoy peace of mind because you know you are meeting the right criteria for you. Use the form called Personal Values to record your own values in each area of life. No one else can dictate your values. But before you write out your values, you may wish to look at the Thought Stimulators for Iden- tifying Personal Values provided for each area of life. STEP NINE: PERSONAL PRIORITIES Look back at your Master Dream List. Begin focusing on the dreams you wish to begin working on now to make them come true. Review your Personal Mission Statement. Also review your responses to each Self- Evaluation Questionnaire. The minus marks you put in the "+ or -"

181004 column suggest possible areas for goal setting and personal growth, including personality traits you want to develop, productive work habits you wish to acquire, the guiding principles you intend to follow in your life, and the ideas and activities that are important to you. Review what you wrote on the Present Strengths and Opportunities for Growth forms. Use the responses on these forms to help you identify Personal Priorities in this area of life. After you have identified those priorities you wish to begin working on now, record them on the form Personal Priorities. Often one goal falls into two or more areas of life. If you have a goal to buy a new home, for example, it is a Financial/Career goal as well as a Family/Home goal. Review your priorities frequently and feel free to alter, adjust, or add to them as conditions or your attitudes change. Work out your statements a little at a time, giving each one enough thought to be sure that the priorities you list accurately express your inner- most desires and beliefs. Keep in mind the fact that carefully choosing priorities helps you identify and overcome obstacles holding back your growth and development. Consider priorities that would make the greatest impact on your performance and productivity — personally and professionally. STEP TEN: FINAL DRAFT PERSONAL MISSION STATEMENT After working through the forms in each area of life in the Total Person Development section, you will have an even clearer picture of your present strengths, needs, and values. Review the first drafts of your Personal Mission Statement. Make any changes you need to. When you are satisfied with your final draft, put it into writing. For maximum benefit, memo- rize what you have written and apply it every day in decision making and goal setting. STEP ELEVEN: OVERALL PERSONAL VALUES Your Overall Personal Values help you to determine which goals are most important to your feelings of ultimate satisfaction and success Re- view the personal values you identified as most important in each area of life in the Total Person Development section. Then transfer them to the Overall Personal Values form. This list enables you to set priorities for the personal goals you are developing. To provide lasting satisfaction, your goals must fall in line with the values you have identified and crystallized. STEP TWELVE: MASTER LIST OF GOALS Review your priorities in each area of life. List your most important priorities/goals in order. Note the area of life and target date for each goal. Also check the type of goal: short range or long range; tangible or intangible. Each year, or even each quarter, prepare a new list. Use this list often to make decisions for dividing the time and energy Tesoorces you have available. Work on goals in the various areas of life based on the order you assign on this Master List of Goals form. Over time, the order of priorities you write on this list will change, and that is as it should be. As you grow in one area, you can then turn your attention to the other areas on the Total Person Wheel of Life.

STEP THIRTEEN: PERSONAL GOALS The form titled Goal Planning Sheet is designed to facilitate planning that produces results — successful results. Continue to use this process on a lifelong basis for meaningful and satisfying personal and professional development. It is the process — not the form itself — that is vital to your progress. Area Enter the area of life affected by this goal. Some goals affect more than one area of life. For example, a goal to buy a new home is important to your family life, but it also involves financial goals. Today's Date Enter the date when you first begin to fill out the form. Goal

State here, in as few words as possible, the exact goal you wish to reach. Remember to state the goal in a form that is specific, measurable, attainable, realistic, and tangible. Then you will be able to devise specific action steps. Consider these guidelines as you write your S.M.A.R.T. goals:

The S in S.M.A.R.T. stands for SPECIFIC. A specific goal has a much greater chance of being accomplished than a general goal. To set a specific goal, ask yourself:

• WHO: Who is involved? • WHAT: What do I want to accomplish? • WHERE: Identify a location. • WHEN: Establish a time frame. • WHICH: Identify requirements and constraints. • WHY: Specify reasons, purpose, or benefits of accomplishing the goal.

191006 T GENERAL GOALS SPECIFIC GOALS

"Get organized." "Schedule______minutes daily for uninterrupted planning and goal setting."

"Get in shape." 'Join a health club and work out 3 times a week."

"Earn more money." "Seek higher payoff responsibilities and projects to merit increased income."

"Have a quality family life. "Spend increased time of 30 minutes a week just to listen and talk with______(spouse, child, other family member)."

"Learn more about music." "Purchase season tickets to attend all the symphony concerts this year."

"Improve my health." "Maintain my ideal weight of______and lower my cholesterol to under 200 by ------(date)."

"Establish a deeper "Schedule a monthly lunch date spiritual/ethical identity with a positive role model or for myself." mentor."

"Increase business "Read one bestselling business knowledge." book this month that applies to a project/process I am currently working on."

The M in S.M.A.R.T. stands for MEASURABLE. Establish concrete criteria for measuring progress toward the attainment of each goal you set. When you measure your progress, you stay on track, reach your target dates, and experience the exhilaration of achievement that spurs you on to continued effort required to reach your goal.

To determine if your goal is measurable, ask questions such as ...

How much? How many? How will I know when it is accomplished?

8 "ITT • The A in S.M.A.R.T. stands for ATTAINABLE. When you identify goals that are most important to you, you begin to figure out ways you can make them come true. You develop the abilities, skills, and financial capacity to reach them. You begin seeing previously over- looked opportunities to bring yourself closer to the achievement of your goals.

You can attain most any goal you set — when you plan your steps wisely and establish a time frame that allows you to carry out those steps. Goals that may have seemed far away and out of reach eventually move closer and become attainable — not because your goals shrink, but because you grow and expand to match them. When you list your goals, you build your self-image. You see yourself as worthy of these goals and develop the traits and personality that allow you to possess them.

The R in S.M.A.R.T. stands for REALISTIC. To be realistic, a goal must represent an objective toward which you are both willing and able to work. A goal can be both high and realistic; you are the only one who can decide just how high your goal should be. But be sure that every goal represents substantial progress. A high goal is frequently easier to reach than a low one because a low goal exerts low motivational force. Some of the hardest jobs you ever accomplished actually seemed easy simply because they were a labor of love.

Your goal is probably realistic if you truly believe that it can be accomplished. Additional ways to know if your goal is realistic is to determine if you have accomplished anything similar in the past or ask yourself what conditions would have to exist to accomplish this goal.

The T in S.M.A.R.T. stands for TANGIBLE. A goal is tangible when you can experience it with one of the senses — that is, taste, touch, smell, sight, or hearing. When your goal is tangible, or when you tie an intangible goal to a tangible goal, you have a better chance of making it specific and measurable and thus attainable.

Intangible goals are your goals for the internal changes required to reach more tangible goals. They are the personality characteristics and the behavior patterns you must develop to pave the way to success in your career or for reaching some other long term goal. Since intangible goals are vital for improving your effectiveness, give close attention to tangible ways of measuring them.

181008 Benefits to be Gained and/or Losses to be Avoided

List here all the benefits you will gain or losses you will avoid when the goal is achieved. Include concrete benefits such as improved income or items you will possess. List losses to be avoided like loss of market share, obsolescence of your company's product or service, or reduction of current income.

Also include intangible benefits to be gained and losses to be avoided. Examples of intangible benefits include the enjoyment of greater respect from your colleagues or family, a sense of accomplishment, or improved relationships with family and coworkers. Intangible losses to be avoided could include negative stress, weak- ened health, or loss of personal respect.

Identifying both benefits to be gained and losses to be avoided is important because these are the two driving factors in human motivation. While benefits are probably the most long-term motiva- tors, in the short term, people often act more quickly and deci- sively to avoid losses.

Possible Obstacles/Possible Solutions

When you know what to expect, you can plan realistically for overcoming (or working around) an obstacle. Consider likely obstacles and formulate possible solutions or actions for overcoming them. Add these strategies to your Specific Action Steps for Achieving This Goal.

Evaluating currently existing obstacles also increases your aware- ness of the constraints within which it is appropriate to function. To choose the most effective course of action, you need to consider constraints like budget, preferences of other team members, and market conditions. Deciding how to handle these constraints logi- cally and effectively should impact the action steps you choose.

Specific Action Steps for Achieving This Goal

List the exact daily actions you must take to bring your goal into reality. Many goals depend upon completion of a series of action steps that must be taken in consecutive order — one after another. Some of these steps might even be broken down into a number of smaller, more detailed action plans. Set a target date for each action. When you study each action step, record the date in the Date

10 Reviewed column. As you take action, enter the date you completed it in the Date Completed column. This gives you a clearly visible check on your progress.

Final Target Date After you have completed your list of Specific Action Steps for Achieving This Goal, you can predict how long it will take to do the entire job. Go back to the top of the form and enter the Final Target Date into the space provided.

Method of Tracking Progress

Identify a tangible way to evaluate or measure your progress. This provides you with a sense of accomplishment that motivates you even more.

Does This Goal Support My Values for This Area of Life?

The goal you identify must be personally meaningful to you and be consistent with your values. When these two conditions are met, you enjoy a sense of purpose and a high level of motivation to work toward the goal. In addition, you enjoy a deep sense of accomplishment upon reaching the goal.

Is It Worth the Time, Effort, and Money to Reach This Goal? Now that you know what will be required in time, effort, and money to reach your goal, ask yourself an important question: Is it worth the time, effort, and money required to reach this goal? If your answer is "Yes," go to work and enjoy the benefits of achievement. If your answer is "No," you can discard the goal without feeling a nagging doubt about what you "should have done." You know that the goal does not fit either your values, needs, desires, or current priorities. It is your right and privilege to discard it. Sometimes your answer to this important question is "Yes, but later." Some other goal may be more urgent at this time, so this goal can wait until some later date. Keep each Goal Planning Sheet and reactivate it at an appropriate time.

Affirmations to Support This Goal When you decide to pursue a goal, write some special affirmations to support your decision and help you take action with enthusiasm! Make your affirmations positive. Express them in the first person and in the present tense to give them the impact of your commitment.

181010 Read or repeat them several times a day to encourage yourself in using the attitudes they describe. Reading or repeating affirmations raises your confidence in your ability to lead and succeed.

Visualization

To strengthen your commitment and belief in your ability to achieve your goal, use the last section of the Goal Planning Sheet to decide how you will incorporate Visualization into the pursuit of your goal. Decide on the visualization items you will use and how you will use them. You may also find it helpful to use the full-sized Visualization form provided in your Plan of Action. Remember, seeing is believing!

Date Achieved

When you have accomplished your goal, record the date in the space Date Achieved. Celebrate your success and enjoy the benefits that are yours for setting a goal and working until you reach it.

STEP FOURTEEN: AFFIRMATIONS

An affirmation is a positive declaration of something you believe to be true or something you expect to be true. Affirmations are truths you believe and desire to live by. The most effective affirmations are those you com- pose yourself: they are based on your goals and describe the person you want to be, the accomplishments you aspire to, and the possessions you want. Use the following guidelines to write powerful affirmations for rein- forcing the desire to achieve your personal goals:

1. Effective affirmations contain the first person pronoun, "I."

Affirmations are useful only when they are internalized. The use of "I" in an affirmation serves as your personal commitment to live according to what you affirm.

2. Affirmations work best when written in the present tense.

This is the point at which most people have trouble with the con- cept of affirmation. It may be difficult to say, "I am vice president of my company" when you know that this is "not true." If, however, you use the future tense and say, "I will be vice president of my company," you are likely to procrastinate in taking the actions necessary to bring this condition to pass. The goal remains for- ever in the future. You need to experience now how it feels to possess your goal. So state your affirmations in the present tense.

181011 3. State affirmations positively.

An affirmation negatively stated proves difficult to picture mentally. For example, if you say, "I will not procrastinate on important projects," you cannot picture "not procrastinate." Say instead, "I enjoy getting started on important projects and making steady progress." Then you can picture yourself getting started on important work and enjoying the sense of accomplishment that always accompanies productive actions.

The Affirmations form is a place to crystallize in writing affirmations that correspond with your current goals. Write new affirmations for each new goal you set. Over time, develop your own system of keeping your affirmations where you will see them — and repeat them — frequently so they will reinforce the desired attitudes and behaviors. Tape them to your mirror, the sun visor of your car, or write them in your My-Tyme™ Do what- ever helps you to take advantage of the power of affirmation!

STEP FIFTEEN: VISUALIZATION To help you visualize the rewards you will receive when you reach your goal, use the Visualization form for pictures, photographs, or anything that symbolizes the goal you have set for yourself. Use a snapshot, a picture from a magazine, or a brochure describing items you want to own. Or have your picture taken in a setting that suggests one of your goals for personal achievement. Visualization helps sustain motivation and encourages you to take action to make your goal a reality. Develop additional uses for visualization. Use a bulletin board at home or at the office to display reminders of your goal. Tape pictures to your mirror. Look at your visualization pages often to keep a sharply focused mental image of the goals you are pursuing. When you visualize your goals and then support your visualization with confident action, you will attain the goals you have set.

STEP SIXTEEN: TRACKING PROGRESS Tracking your progress at regular intervals tells you when you need to exert extra effort to meet your target dates for important goals. A vital part of this Personal Plan of Action is tracking your growth and balance on your Wheel of Life Progress and Feedback Summary. On it, you can measure your progress in becoming a balanced, total person in each area of life.

As you become more experienced in goal setting, you will begin to see the value for measuring progress in your specific goals as well as in your overall life. If a goal is the right goal and a worthwhile one, you should

13 181012

T always be able to identify key result areas for measuring progress toward that goal. Each time you complete a Goal Planning Sheet, choose a tracking form that is suitable and place it with that Goal Planning Sheet. Track- ing the key result areas you expect as a consequence of your action steps helps you know whether and how quickly you are reaching your goals.

Forms are provided in this section for a variety of tracking systems to measure results. These are not the only tracking methods you can use, but they provide a starting place for the process. In tracking progress, three major methods are helpful:

1. Line Graphs

The major strength of a simple line graph is its graphic presenta- tion of a trend over a period of time. A simple line graph of numeric increases is not only more memorable, but more emo- tionally captivating than a numeric chart for motivating in the present and setting goals for the future. Note, however, that numeric tables and charts do serve the necessary first step for drawing accurate and effective line graphs. The detailed Graph- ing instructions in this section provide further assistance in developing effective line graphs.

2 Barometer Graph

In contrast to how a line graph shows a trend over a period of time, a barometer graph tracks accumulated progress toward a specific goal. The Goal Tracking Barometer allows you to track movement toward your goal in a clear, motivating format that measures progress as it occurs through specific action steps or results achieved. For example, with the Goal Tracking Barom- eter, you can track specific amounts of money earned/saved, weight lost, sales made, or prospects contacted as you pursue a specific goal or target.

3. Tables

Forms like the Daily Check Sheet, 1-31 Day Tracking Sheet, and the Goal Tracking Summary Sheet permit you to enter an exact value or score on a periodic basis. Then over time, these performance figures are readily available to measure your progress.

181013 STEP SEVENTEEN: ACCOMPLISHMENTS

Make a continuous record of your success in goal setting. Each time you achieve a goal, record it on the form Accomplishments appearing at the end of the Personal Plan of Action. This continuous record of Accom- plishments serves as a powerful affirmation and demonstration of your ability to achieve worthwhile personal goals. This record also gives you a visual image of the successes you have already achieved.

Review your Accomplishments frequently. You will gain added personal motivation, a strong sense of self-confidence in your ability to succeed, and encouragement to persevere even when you meet temporary setbacks in achieving your goals. Celebrate your progress!

Goal setting is the most powerful force you can possess for achieving success in every area of life. Continue to fulfill your potential by using your Personal Plan of Action.

Goals empower you with renewed confidence and commitment. Enjoy the bountiful benefits you earn!

181014 MASTER DREAM

List everything you havef ever vf^nted: places to 00, things to do, possessions to own, personality or character traits to develop, goals to achieve. Date each item when you enter it and indicate the area or areas of IHp involved. _ , I mm. in Date Item Areas of Lit* Earn

it 3uy o sjEcofte/ family coj^. Financial

myipn^s/ccf/ f/'-i Healt h Famity :n//^rjen. Organis Ca r e e e r Leam Jby|IO% Financial

this yfccrr. To/cc cr ^rourpe in us/ng a Menta l

m Develop a Miprltf-class &ry*. ,,.,, Physical/Healt h in tennis. Take t Ne Family

t°y fac , Join qroup a Social/Cultural comwfynit y choir. nir i nil Rf^^^^^^^^^^^^^^^H|§fWi /\dd to your Master Drea/n Us* regularly ; oinnuaNy — for the rest of your fflte. — weekly,,

181015 i ' 23uy 0 pfersetKr/ computer. ------1 limlnj, i ,i.giiM mnnil ------1------jf*_ lid&rlf of my c/V|t c/ufet Have q U*ees|e«i/ away j|iv/f/i offcast every fh Join a cfolf mum, -JC * Prowdfej co/^t/sfenf spiritual Spiritual/ fny famtfy.

' to your Master Dreadn Listvegularly — wee%, monthly, annually — for the rest of your life.

List everything you have 0ver winted: places to dip, things ti>do, possessions to own, personality or character traits t$ develop, goals to achpve. Dat9'«ach itom when you enter it and indicate the area or areas of IH&invoh/ed.

Areas of Life

Add to your Master for the /fsf of you/* //fa

181017

MASTER DREAM LIST i ! iL , 1 , List everything you have«ver wanted: places to go, things) 10 do, possessions to own, personality or character traits to devfjop, goals to achieve. oafs each item when you enter it and indicate the area or areas of lif* invoh/ed. Areas of Life

181017

Ad an d nu PERSONAL MISSION STATEMEm" WORKSHEET

L 1 ' is Use this page to write your prdfiminary drafts for your personal mission statement. For the first draft, you may want td duicklyl^vrite down the firsi ideas thdtafrike you. Then, in later versions, you can refine, edit, and evenporrttiine these ideas with ottwrs. Here are suggestions td help |SDU start writing your mission statement: 1. Identify the highest prjfjrity roles you fuliftl in yourcfeily responsibilities; mention those roles in your mission paternent. ' 2. Include values and id«als that are basic to what you want to be — for example, excel lence, continues imijroverrient, sen/id to others^ and personal challenge. 3. Summarize thelmost important long term goals and achievements you wish to obtain. 4. After working througjh sortie additional forms. ^Ju will write the final draft of your Personal Mission StJrtenrnnt.

>ER$ONAL MISSION

MY LIFE MISSION is t» j... >mplet trney knowing / measurably e . happiness.

and growth of It he I the orgon/zoffVrnt/|f^jiJyr' I to remembered

j&M^^F • for my wisd&mlanWiQm — os|o |. a parent. .^^_^^^^^^^HP^^B^^M^^^^^«W4^^V4>^^^^^«*«<^^^—^—«**"W^^MB«l* and as a manager.

(DRAFT #t)

? «• i MY LIFE MISSION is tt> j., .jfroflpote th

to a worthwh^ go|/. , f DRAFT #3

t®1996PaulJ Mey^tALLRH

16102 1 PERSONAL (MISSION STATEMENT WORKSHEET

Use this page to write your preliminary drafts foryour personal mission statement. For the first draft, you may want to qjjickly brite down the firft ideas tr0slrike you. Then, in later versions, you can refine, edit, and even combine these ideas with others. Here are suggestions tci help $0u Start writing yfcur mission statement: 1. Identify the highest priority roles you ful^M In your<$a% responsibilities; mention those roles in your mission Watement. 2. Include values fcnd idfals that are basic^to what you want to be — for example, excel lence, continuokis improvement, service to others^ and personal challenge. 3. Summarize theimost important long term goals and achievements you wish to obtain, 4. After working through some additional forms, you will write the final draft of your Personal Mission Statement. itr m

PERSONAL MISSION STATEMENT

MY LIFE MISSION is to

MY LIFE MISSION is 10 i-...

(DRAF T #1)

DRA Ft #2

18 10 22 5* B!| ' f K1"" ' l i | if1/ f; ] WHEEL OF LIFE™ :| i | t'j^ ||

,'*'. 1 '1 II' 'f'^frnK -1 ,. PJ ill"- * if; Each of the spokes on the Wheel of Life™ self-rating graphic represents one of the six areas of your life1 YOU is in1 the center of the Wheel of Life because YOU are responsible for making the decisions that determine your success in each area of life. Based on your current satisfaction and achievement, rate yourself from 0-100 in each area of life, using each spoke on the wheel as an axis for plotting your score Mark your scores directly on each spoke Then connect your marks Like a wheel, your life runs smoothly when it is smoothly "rounded out " How round is your wheel9

T 1 "3" J ' 1*,1!1O *' ,n,, ', ,ii HL, ", *" Iff II" ''1 °(' , , !«!!" >Hi» Date ~— \

<^ ^> ^ / ^1 /&f S / / \ \ /// \ \ L_^ ' \ __ \ FINANCIAL and CAHEFR YC3U FAMILY and HOME / \ •$ <%,

,n . j .. .,, ,"|*f | '..H '..'..' iJ!l !', lil'. !, . & "TI'l''['iJli Seeing which areas of your life are most out of line with the others can help you set priorities for action and development. After looking at the resulting "wheel" from your connected scores, list in order of priority the six areas of life in your present situation: 1

"T IT T SELF-EVALUATION QUESTIONNAIRE FAMILY AND HOME For Married Persons

Record the date you take this self-evaluation. Then rate yourself on a scale of 0-5 for each question, "0" being "not at all like me" and "5" being "exactly like me." To rate your satisfaction with each of these responses, place a plus (+) after responses you are satisfied with and a minus (-) after those you would like to be able to answer differently.

EVALUATION ITEMS Score 0- Score 0- Score 0- Sco 5 5 + /- 5 re 0- 5

1. My family is of great importance to my life.

2. I express love to my family members.

3. I make serious attempts to understand my family's needs.

4. I recognize and respect differences in each family member.

5. My family members genuinely respect me.

6. Family arguments are handled in a constructive manner.

7. My children look forward to my coming home at night.

8. I am able to transition from my professional role to my family role when the work day is over.

9. I invest time and effort in my relationship with my spouse.

10. My spouse and I share common goals.

TOTAL THIS SIDE 1 ...... ™e BHIi! I • '. •• I il!SG&ii i 'l..'l ...... , i

| EVALUATION ITEMS Score + /- Score + /- Score + /- Score + /- 0-5 0-5 0-5 0-5 ( " 1 1 . My spouse and I thoughtfully , listen to each other. 1 I] 12. Family recreation is adequately j'i planned and enjoyed.

j 13. Everyone in the family feels considered and included in i family activities.

1 14. I am assuming appropriate I responsibility for my parents as they age.

15. I know my children well, and I ( encourage positive attitudes, '< their talents, and their dreams.

!| 16. I contribute to the moral and « 1 spiritual growth of my family.

|j 17. I am making responsible plans ll for the long term financial Ij welfare of my family and me. II ;j 18. I am saving sufficiently for ' I the future education of my 1 children.

1 19. My family's health needs are adequately cared for.

20. My family and home life is in balance with other areas of my life.

TOTAL THIS SIDE

t TOTAL FROM FRONT

GRAND TOTAL

[ These SEQs are not scientific diagnostic tools; they are intended I for insight into areas of change and improvement. t ' .;,u: : ?: m i . : ' n • ..

Record the date you take this self-evaluation. Then rate yourself on a scale of 0-5 for each question, "0" being "not at all like me" and "5" being "exactly like me." To rate your satisfaction with each of these responses, place a plus (+) after responses you are satisfied with and a minus (-) after those you would like to be able to answer differently. (Single parents may find it helpful to review the applicable questions on the Self-Evaluation Ques- tionnaire Family and Home — For Married Persons).

EVALUATION ITEMS Score 0- Score 0- Score 0- Scor 5 5 5 e 0- 5

1. My actions show that ties with family are important to me.

2. I plan ahead to spend time with family.

3. I maintain a real home for myself now.

4. I am happy to have my friends visit in my home. 5. Whether looking for a mate or planning to remain single, I am secure in my decision. 6. I have genuine respect for myself and consider myself a whole person as I am. 7. I have developed enough interests in life to avoid loneliness. 8. I have a circle of friends I can call on for emotional support when I need it. 9. I devote one-on-one time to quality friendships with family members and/or closest friends. 10. I know what I want from relationships.

TOTAL THIS SIDE 181026 4 1 I . I Date: i i ; EVALUATION ITEMS Score + / - Score + / - Score + / - Score ( i 0-5 0-5 0-5 0-5 !i 11.i| I associate with people from whom I can * » i reasonably expect to choose a mate if •i that becomes my desire. 12. I have developed flexible attitudes j and habits compatible with marriage and family life.

1 3. I care about other people and their needs.

14. I am assuming appropriate responsibility for my parents as they age.

15. I can give and receive love.

16. I am sometimes willing to give up my own plans to fit in with what other people want or need.

17."!~ I am making responsible plans for "i* the long term financial welfare of my family and me. f

18.1- I am making responsible plans !fl for lifelong financial self- *U sufficiency.

19.:Ml If I have children in the future, I will be 1a loving, responsible parent. : Es 20.r My family and home life is in is balance with other areas of my life.

fi TOTAL THIS SIDE

Ik TOTAL FROM FRONT

GRAND TOTAL

I f PRESENT STRENGTHS FAMILY AND HOME 161028 List below everything that represents a strength you presently possess in this area of life. Include habits, attitudes, natural or developed abilities, and past achievements. Use the "+" marks you entered on the Self-Evaluation Questionnaire as thought stimulators. 181029 Copyright © 1996 Paul J Meye* ALL RIGHTS RESERVED FAMILY Aril HOMI >WT H

List below the Opportunities fpr Growth in thetarea of RHaMit want to give immediate attention to. Include habits to devehp of change, personality tri9i| to add or strengthen, things to do and to have—anything trutp yow perceive asjji need- Utwirie"-" marks you placed orf the Self-Evaluation Quesili&finaliNtand the items ydu listed on tHle Master Dream List as thought stimulators. ' *!

181030 T I i \ THOUGHT STIMULATORS FOR FAMILY AND HOME VALUES

The suggestions below will help you get started in listing your own values in this area of life. They are not necessarily your values, and they are not a complete list of all possible values. Use them to stimulate your thinking.

I. Time

I spend quality time with each member of my family every week.

I reserve time for my spouse and me to have time together without the children.

I arrange for frequent time with the whole family together. II.

Teaching

I consider it my privilege to teach positive attitudes and values to my children.

I provide a good role model for my family.

I teach my children to work for the benefit of the whole family.

I teach my children to manage money and use it wisely.

III. Relationships

I keep communication open and comfortable with every member of the family.

My children feel free to discuss any matter with me, to ask for my advice or suggestions, and to turn to me for help in solving their problems.

I love and accept each family member as they are with their own talents and potentials; I do not try to force them to be carbon copies of myself.

IV. Marriage

I regard my marriage as the most important personal relationship in my life.

181031 PERSONAL 181032 VALU FAMILY r

These values represent who I am. They are th6 basic that are important to me. I use them as guides for making choices and decisions, goals, and setting priorities. i i

C 1 1 8 PERSONAL PRIORI FAMILY AND HOI

List below the various possiblegoals you have identified irriMs area of life. Look back at your Master Dream List, the "-" marks you placed |m the $elfM$valuation Questionnaire, and your list of Opportunists for Growth for ideas of possible goals. Add any other goal that occurs to you as you make your list

It is impossible for you to work actively toward aJl of the goals at one time. You do not have enough time, energy, or {other resources to do ev< king at once. Examine your list carefully and choose the three to six {goals that you wantto toward now You do not have to forget the others — just postpone them until 3 better time.

I will work toward these goals first:

1. ______......

181084 T - n 3 Kf SELF-EVALUATION QUESTIONNAIRE m>\ FINANCIAL AND CAREER

1. I have specific, written goals for my financial future.

2. I live within my income.

3. I/we manage household spending and financial decisions by an operating budget.

4. I am responsible in my spending.

5. Wise buying and spending is a matter of total family concern. 6. I take proper care of the present financial needs of my family.

7. I have a regular program of savings and investment.

8. I set aside some income for pleasure and enjoyment.

9. I am saving regularly for the education of my children.

10. I am providing adequately for the financial needs of my family and myself after my retirement. ! : SUMP''!!!!!'! l*i i : ill . J id . . Date: m 1

EVALUATION ITEMS Score + /- Score + / - Score + / - Score + / - 0-5 0-5 0-5 0-5 ( 11. I enjoy what I do for my career. [ 1 2. There is a good fit between i my talents/abilities and my job requirements. i I 13. I am increasing the worth of my contribution to my

organization. -

'| 14. My earnings have increased i at a satisfactory pace. Ii i 15. I have an excellent credit i* rating. • i * * 1 6. I know how to use credit to i make money. I 1 *i — 17. I have a professional financial advisor at my disposal. II 1 8. My program of insurance is adequate.

19. I have an up-to-date will.

20. The emphasis I place on finances is balanced with goals in other areas of life.

TOTAL THIS SIDE

TOTAL FROM FRONT

GRAND TOTAL

These SEQs are not scientific diagnostic tools; they are intended for Insight into areas of change and improvement. ,1 V gjf fait [•••••••••B.M.I \ ..... 1 n

181036 Copyright © 1996 Paul J Meyer ALL RIGHTS RESERVED If PRESENT STRENGTHS NANCIAL AND CAREER List below everything that represents a strengp you presently possess in this area of life. Include habits, attitudes, natufs! or developed Abilities, and past achievements. Use the "+" marks you entered on the Setf*Evatuation Questionnaire as thought stimulators.

181037 OPPORTUNITIES FOR GROWTH FINANCIAL AND CAREER

List below the Opportunities for Growth in this area of life you want to give immediate attention to. Include habits to develop or change, personality traits to add or strengthen, things to do and to have — anything that you perceive as a need. |Use the"-" marks you placed on the Self-Evaluation Questionnaire and the items you listed on the Master Dream List as thought stimulators.

181038 THOUGHT STIMULATORS FOR FINANCIAL AND CAREER VALUES

I. Financial

I plan my money use according to pre-planned budget goals. I

reserve credit use for non-consumable purchase items only.

Being financially responsible is important to me. Charitable

giving is an important aspect of my financial planning.

Financial ethics is an essential factor in my decisions regarding money.

II. Career

I pursue ethical, win-win opportunities for the professional advancement I desire.

The satisfaction of accomplishing meaningful work is a key factor in my career motivation.

I give 100 percent of my energy, commitment, and attention to top priority projects when necessary.

I am a multidimensional person, maintaining outside interests so my career will not reach a burnout stage.

Earning an excellent reputation among my professional colleagues is important to me.

Career success to me involves enjoying the journey as much as reaching a given destination.

181039 P|RSONA|VAt CIAL AND CA

These values re who fam. They are thrbasic bultefe that are important to me. I use them as guides for making chptcesand decisions, choosing goals, and setting priorities.

IONAL ICIAL Al

List below the various pOBSiblejgoals you have identified ilji the area of life. Look back at your Master Dream List the "-" marks you placed On the Self-Evaluation Questionnaire, and your list of Opportunities for jtroWth for ideas! Of possible goals. Add any other goal fiat occurs to you as you make your list.

It is impossible for you 10 workjactlvely toward aft of the afeove goats at one time. You do not have enough time, energy, or father resources tio do everything at once. Examine your! list carefully and choose thelhree |o sfotjfioals that yfii want t0work toward now. You do hot have to forget the others — just postpone!them until ai better tir

I will work toward these goals 1.

EVALUATION ITEMS Score 0- Scor 5 e 0- 5

1. I take regular steps to improve my mental development.

2. I often use my imagination and creativity.

3. I am selective with the thoughts that fill my mind.

4. I consider my intelligence to be above average.

5. I have common sense or "street smarts."

6. I have the knowledge to do my work well.

7. I am confident and satisfied with the level of formal education I have attained.

8. I am more mentally alert than I have ever been.

9. I have a strong desire to learn.

10. I consider myself a fast learner.

TOTAL THIS SIDE

181042 1 i. ; Date: f— •!, -ji • ; ' I ' 5 5 5 >», EVALUATION ITEMS Score -•+ / - Score + / - Score + / - Score + / - ? 0-5 0-5 0-5 0-5 ! 11.g I recognize and use the 'i i learning styles that work best : for me.

*' 12. I have participated in some formal learning situation in the last year.

If 1 3. I schedule regular time for study and reading.

14. I am in the habit of regularly reading books and other informative material.

1 5. I read trade journals of my industry.

1 6. I like to know about subjects not necessarily connected with my work.

1 7. I read about topics that are new to me as a means of growing intellectually.

1 8. I keep up with current events.

19. I am able to connect current events .! with their probable affects on me and • my business. 20.•* The mental and educational area of t j my life is balanced with other areas of my life.

ii TOTAL THIS SIDE

:i ( TOTAL FROM FRONT

*-s i GRAND TOTAL

£ s These SEQs are not scientific diagnostic tools; they are intended ; - ^ . for insight into areas of change and improvement.

i- • •i ; "• !; : !. . ; • , •: -i

181043 PRESENT STRENGTHS MENTAL AND EDUCATIONAL :i: '. i !

List below everything that represents a strength you presently possess in this area of (fife. Include habits, attitudes, natural or developed abilities, and past achievements. Use the"+" marks you entered on the SetflEvaliiation Questionnaire as thought stimulators.

181044 I • OPPORTUNITIES FOR GROWTH MENTAL AND EDUCATIONAL

List below the Opportltltities lor Growth in this area of life you want to give immediate attention to. Include habits to develop or change, personality traits to add or strengthen, things to do and to have — anything that you perceive as a need. Use the"-" marks you placed on the Self-Evaluation Questionnaire and the items you listed on the Master Dream List as thought stimulators. 181046 THOUGHT STIMULATORS FOR MENTAL AND EDUCATIONAL VALUES

I. Learning

I keep up with new developments in my field. I

develop new work skills on a regular basis.

I take advantage of some kind of formal continuing education opportunity at least once a year.

I have an ongoing plan to learn about new topics outside my own career field.

I keep up with the development of ideas that affect me and the world at large.

II. Reading

I read the major journals in my field every month.

I read a daily newspaper regularly.

I read a planned selection of biography, fiction, and significant nonfiction on a regular basis.

III. Conversation

I engage in serious conversation about ideas with people at work and in social situations.

181046 PERSON AI4.VALU M5NTAL AND BDUCATIONAL These values represent who I jam. They are thej basic bafifefl that are important to me. I use them as guides for makmg choices and decisiojlls, choosing goals, and setting priorities • i»

<* JK * V-

181M 7 ;RSONAL PRIORI PAL AND EDUCATIONAL

List below the varioiig possibly goals you have identified in this area of life. Look back at your Master Dream List, the "-" marks you placed on the Sell-Evaluation Questionnaire, and your list of Opportunities for Growth for ideas of posaiWe goals. Add any other goal that occurs to you as you make yojjr list.

It is impossible for you to wortt actively toward have enough time, energy, oil other resources carefully and choose the three jto six goals that to forget the others — just posfporMp them until

I will work

Cop yrigh of the above goals at one time. You do not fo t © do everything at once. Examine your list you 1996 Pau want to work toward now You do not have U better time. MeyltfALLR H

181048 1 i SELF-EVALUATION QUESTIONNAIRE PHYSICAL AND HEALTH

EVALUATION ITEMS Score 0- Score 0- Score 0- Sco 5 5 5 + /- re 0- 5

1. Health related absences from work have been fewer than four in the last year. 181049 2. My lifestyle habits are conducive to optimum health and longevity.

3. I have a specific schedule or program for exercise.

4. I do a minimum of 20 minutes aerobic activity at least two times per week.

5. I have a specific program for diet and nutrition.

6. I understand good nutrition.

7. I limit the amount of these elements in my diet: sugar, salt, fats, and caffeine.

8. I eat only healthy snacks between meals.

9. I drink at least six to eight glasses of water per day.

10. My weight is conducive to optimum health and longevity. r ; El'..., 1 r Date: ..:• AS...8 . >1 — iTBI ^i EVALUATION ITEMS Score + / - Score + / - Score + / - Score + / - 0-5 0-5 0-5 0-5

11. I control the stress in my life. i 1 „ 12. On holidays, I am able to I . ; disassociate myself from work. is j * 13. I have a specific schedule ]• or program for rest and w relaxation. ^ j 14. I obtain six to eight hours i sleep each night. 'it Nif i . |i. 1 1 1 5. I have taken one two week or I i| longer vacation in the past five i HI years. ff it 16. I go to my physician at least 1 1 annually for a checkup.

17. I go to my dentist and eye doctor for annual checkups.

18. I have health and accident insurance.

19. I obey safety laws (i.e., speed limit, seat belt laws).

20. My goals in the physical area of life are balanced with the other areas of my life.

TOTAL THIS SIDE

TOTAL FROM FRONT

GRAND TOTAL

181050 PRESENT STRENGTHS PHYSICAL AND HEALTH

List below everything that represents a strength you presently possess in this area of life Include habits, attitudes, natural or developed abilities, and past achievements. Use the "+' marks you entered on the SsSMEvaJyation Questionnaire as thought stimulators.

"IT 181051 OPPORTUNITIES! FOR GROWTH PHYSICAL AND HEALTH

List below the Opportunities lor Growth in this area of life you want to give immediate atten tion to. Include habits to develop or change, personality traits to add or strengthen, things to do and to have — anything that you perceive as a need. Use the"-" marks you placed on the Self-Evaluation Questionnaire and the items you listed on the Master Dream List as thought stimulators. j

181052 THOUGHT STIMULATORS FOR PHYSICAL AND HEALTH VALUES

I. Fitness

I have a regular plan of exercise that fits my age and my fitness needs.

I follow a well-planned diet that provides the nutrients I need for maximum health and well being.

I enjoy active physical activities as well as some spectator activities.

II. Prevention

I have regular physical, dental, and eye examinations to be sure that I stay in good health.

I seek the advice of medical experts about prevention of health problems and follow that advice on a regular basis.

I avoid all habits that might damage my health.

I teach my children to avoid all kinds of chemical dependency.

181053 PERSON AL VALUES ICAL AND HEALTH

These values represent who Jam. They are thai basic beliefs that are important to me. I use them as guides for making choices and decisions, chooding goals, and setting priorities.:

181054

PERSONAL PRIORITIES PHYSICAL AND HEALTH

List below the various possible goals you have identified in this area of life. Look back at your Master Dream List, the "-" marks you placed on the Self-Evaluation Questionnaire, and your list of Opportunities for Growth for ideal of possible goals. Add any other goal that occurs to you as you make your list.

It is impossible for you to work actively toward all of the above goals at one time. You do not have enough time, energy, or other resources to do everything at once. Examine yoUr Hst carefully and choose the threato six goals that you want to work toward now. You do not have to forget the others — just postpone them until a better time.

I will work toward these goals first:

Copyright © 1996 Paul J Meyer ALL RIGHTS RESERVED 181065 ' I i ! . i i IS % ti i 1 ' • i 1 1 1: v !, i SELF-EVALUATION QUESTIONNAIRE f P t : SOCIAL AND CULTURAL | In';1' Iff i ' i 1" !' i ' j ":.".. Record the date you take this self-evaluation. Then rate yourself onm a scale. HI of ,0-51 for each question, "0" being "not at all like me" and "5" being "exactly like me." To rate your satisfaction with each of these responses, place a plus (+) after responses you are satisfied with and a minus (-) after those you would like to be able to answer differently.

!4f. r -| , "• op Date: 1 EVALUATION ITEMS Score + / - Score + /- Score + / - Score + / - 0-5 0-5 0-5 0-5

i 1 . participate regularly in social 1 1

and cultural activities. i =

1i 2. really like people. i

3. encourage others to use their potential and praise them frequently. 4. am genuinely interested in others and am a good listener.

5. am considerate of others.

6. honor my word; I keep my promises.

7. I nurture existing friendships fi and seek new friends. \ 8. I am helpful and involved in the lives of my friends.

; K 9. I have a good sense of humor { i and keep things in perspective. i- | i 10. I am a good conversationalist. 1i !

I TOTAL THIS SIDE i 1 1 • 'JtFT~ III" 1 i :|fiiillBHiM

181056 • 3 •ll- Date: i fr ' ' ML.JjLL ____ ...... i 1 j t >ij

- ii * , Score Score Score Score " EVALUATION ITEMS 0-5 + /- 0-5 + /- 0-5 + /- 0-5 + /- | ! 1 1 I remember people's names. 1 . j 5 :\ ii t r 12i • I have had thorough training in etiquette and the "social graces." i ' j i ! , 13. My personal habits are j ° acceptable to others. l f ! i4 •"I

:| j 14. My appearance is generally clean, neat, and appropriate for my i * •F

^ position.

1 5. I can follow as well as lead; I am a r it good team member.

1 i 16. I pursue a wide variety of interests i and consider myself a well-rounded person. i 1 1 7. My general attitude toward society is an optimistic one.

18. I give time, energy, and/or money to help my community improve

19 Nonproductive social activities occupy less of my time than '!' productive social activities like j, community events, the arts, and j reading. ! 20. The social and cultural area of ; . my life is in appropriate balance , ; ' with the other areas of my life. .'ii 1 TOTAL THIS SIDE

TOTAL FROM FRONT

j. GRAND TOTAL

These SEQs are not scientific diagnostic tools, they are intended for insight into areas of change and improvement

Jl: ••••»••»: U!ri*;[;H< II

List below everything that represents a strength you presently possess in this area Of life. Include habits, attitudes* natural or developed abilities, and past achievements. Use the"+" marks you entered on the SefflEvaluation Questionnaire as thought stimulators.

181056 Il l RTUNITIE3 FOR GROWTH SOCIAL AND CULTURAL

List below the Opportunities pr Growth in thi$ area of life you want to give immediate attention to. Include habits to devebp of change, p0rsonatlty traits to add or strengthen, things to do and to have — anything that you perceive a$a need. Use the"-" marks you placed on the Self-Evaluation QuestionnaMvand the items you listed 6n the Master Dream List as thought stimulators. ;

181069 f! i* THOUGHT STIMULATORS FOR SOCIAL AND CULTURAL VALUES

I. Friendships

I have a large circle of friends with whom I share a variety of interests in common.

I seek to be of service to my friends as well as to receive benefits from our association.

I have a small circle of friends with whom I have especially close ties.

II. Activities

I engage in a variety of social activities.

I enjoy entertaining in our home and visiting in the homes of my friends.

181060 1 PERSONALVALU SOCIAL AND CUL

These values represent who I jam. They are thei basic beliefs that are important to me. I use them as guides for making choices and decisions, choosing goals, and setting priorities.

181061 IRSONAL PRIORI (LANDjfeULTl

j-j-p - n i \ •[-'' g " i j1 ' ' " List below the various p^ssiblefgoate you have i

It is impossible for you to workjactively toward above goals at one time, You do not have enough time, enengy, ortfSther allof theeverything resources to do at once. Examine your* list carefully and choose the three m six goals that y 9u want now. You do not Have* ti» work toward to forget the others -<~jt®t postpone them until |Better tiprte

I will work toward these goals Irst:

Paul J Mey^r ALL RlQHtSfffSERVED

181062 SELF-EVALUATION QUESTIONNAIRE SPIRITUAL AND ETHICAL

1. My spiritual and ethical values are clearly defined in writing.

2. I have developed a Personal Mission Statement for my life.

3. I have earned the respect of other people, and they consider my "word as good as my bond."

4. I forgive freely rather than hold grudges.

5. I refuse to judge other people and their values.

6. I have written goals for regularly reading inspirational/spiritual literature to enhance my life. 7. I daily evaluate whether I am fulfilling my Personal Mission Statement and spiritual/ ethical goals. 8. I try to exercise good moral and ethical influences on others. 9. I am an active member of a religious group that reflects my own commitments. | 10. I can discuss my religious ^ beliefs without becoming

defensive.

181063 I Date: 1 I I Score Score Score Score " L EVALUATION ITEMS 0-5 + /- 0-5 + /- 0-5 + /-- 0-5 + /- ii I i! 11. I believe in aiding the needy. II •ji it •t 12.i My business standards are no I i i different than my personal standards. 'i 13. I follow definite standards 1 ^ 'si | $ i t •il concerning "moral" questions as i: "H drinking, drug use, gambling, ? 1 • P sexual behavior, etc. It 14.^ ji I fully understand the principles t behind my beliefs. ifj I ' iii ?(i 15.|i I am satisfied with how often I 14! pray or spend time in reflecting.

16. My spiritual or religious beliefs help hold my family together.

1 7. I have the courage to meet any challenge life may present.

1if' 8. My life is characterized by joy and satisfaction, not cynicism and disappointment.

1 9. My attitudes about right and wrong are realistic yet consistent.

20. The spiritual and ethical area of my life is balanced with the other areas of my life.

TOTAL THIS SIDE

t TOTAL FROM FRONT

GRAND TOTAL

These SEQs are not scientific diagnostic tools; they are intended for insight into areas of change and improvement ' • T

RESENT STRENGTHS mrruAL AND ETHICAL List below everything that represents a stren Include habits, attitudes; natu^sri or developed you presently possess in this area of life. marks you entered on the SelfCvaJgation Qu Irties, and past achievements. Use trie'"+" r» as thought stimulators. If

181065 OPPORTUNITIES FOR GROWTH f «NfttTUAL AND ETHICAL

List below the Opportunities f&r Growth in this;area of lila you want to give immediate attention to. Include habits td deve i or change, personality traits to add or strengthen, things do and to have — anyth ng tr to t you perceive asja need, ^se the"-" marks you placed on Self-Evaluation Questtonnal the > and the items yi>u listed on the Master Dream Ustas stimulators. thought

181066 1 1 THOUGHT STIMULATORS FOR SPIRITUAL AND ETHICAL VALUES

I. Spiritual Life

I have a satisfying spiritual relationship with my Creator.

I have established spiritual values that guide my ethical and moral behavior.

I engage in daily prayer and meditation.

11. Organized Religious Life

I belong to a church or other organized group through which I can express my own spiritual values.

I contribute time, money, and leadership to my religious organization.

I make a place in my life for sharing my religious beliefs with others. PERSON AL VALUES IRfTUAL AND ETH

These values represent Who I They are the (Basic beliefs Jfiat are important to me. t use them as guides for maJilNg decision^ choosi|UQ goals, and setting priorities.

----,_"------JT1 •" '---1------',——,p .j .,,,,, , ^ ,, ;RSONAL PRIORITIES IRITUAL AND ETHICAL

-j , _, ... j,,.|, if. , j, List below the various poesiblepoaJs you have identified in thfe area of life. Look back at your Master Dream List, the"-" mirks you placed On the SftMivaluation Questionnaire, and your list of Opportunities for growth for ideasj of possible goals. Add any other goat fiat occurs to you as you make your list. <

It is impossible for you to worklactively toward all of the above goals at one time. You do not have enough time, energy, orpther resources p> do everything at once. Examine your list carefully and choose the three ft> six goals that you want to work toward now. You do not have to forget the others —just postpone them until a better time.

I will work toward these goals fist: i 1. ______...... i ______,______,______

MY LIFE MISSION IS TO . . .

fa tit if)

181070 MASTER LIST OF PERSONAL VALUES

* S I ' ' Review your personal values ill each area of life. Create an overall list of your most important personal values. !

CO pyr 1810 29 'ER LISt OF G(

Review your priorities irv each Irea Of life List y|iur most important goals and prioritize them. Note the area of life and target Slate for each goal. Also indicate the type of goal short range or long range; tangible Or ihtangiple. To make an intangible goal more powerful (and more likely to be acted upon), you may r»4ed to break it doYWi to tangible actions, results, or benefits^you will enjoy. Use your Goal Planning Sheet to do fhis. Each year, or even each quarter, prepare a new Master List of Gfcals. ; •if! II

Priority Area of Targft Type of Goal: Life Short Long Date Range Tangible Range

-- T r 1.

181072A X'l"

AL PLANNING SHEET

Area Date Ach Financial/Career 7///5S

qtVes me constant probkijtns and useles Look ^7 Checking and savings Benefits from / want to increase ply iftjpnrMp 1 57o t/i/| yeor.investment options. Occasional CheckingSluggishUnexpected•financialPossibleThis / will Goal ualif Obstacles economy account,future. deviation expends. for g vy/t/i rjfi u ...... and/or/ w/// Lowesno;fiovgPossible to o Benw SolutionsAvoided ^pendinggutcnnobile.jgggress/e: oV«e illtrackintor onavoid fromSpecific oWon Achieving /u*ury a car A\sstem. shakyAction JtBif|is 181073

Specific Action Steps tor Aofieving This Got 34 Thrg Date et 1 Seek additional resp$nsibili1-y. Reviewed 1 (Set a separ<, ;fg>7.) 'fr Save 10% of income. 1/15 //J5

Study ways "fa;. fpcr®&seJavestmenf income. J/ZO P i Choose investtnfynt pmn find implen/jjtnt it. / C* j I V ^ 3/7 I Track income, tm>nthJ$. an

Review action sfejptt weekly, monitor ^ome com/||ifer sdpjif qdsheet program. / Does this goal support my v|lues for this arae of life? _jt__ Yes ______No Is it worth the time, effort, and money to reaah this goal? JfLYes____No____Yes, but later.

AFFIRMATIONS TO SUPPORT THIS GOAL Positive Statements to ftd/se You^ Confidence (to Use A\y annual income thin y« riew 15% above last ye&r. Investment and savings helmme lank reach my long terifi goa^j.

Method of Tracking income and /n iiM VISUALIZATION pla Plan of Action Where to nne Visualization A\y calendar? r ______^o

181074

NOTE: File in the appropriate Accomplishments section when goal is complet

Today's Date Final Target Date

Goal (Specific, Measurable, Attainable, Realistic, Tangible)

Benefits from Achieving ThlsiGoal and/or Losses to Be Avoided from Achieving This Goal

(ovetj > I Specific Action Steps lor Achieving This Goal '. 1 Is M 1 ft H w or 9 th th e s ti m e, 4 eff or t, * 1 an d m R on ey to 7 re ac ft h thi s Q go al ?. ___ m Ye s ___ N o Metho __ d of _Y Tracki es ng , Progre bu ss t lat er.

Items to Use

NOTE: File in the approptlate Accomplishments section when goal is completed.

G b o l

Benefits from Achieving This Goat and/or Losses to Be Avoided frftm Achieving This Goal i;

(over)

181075

P P o o

f o Target Date D*to Specific Action Steps for Achieving This Goal Date Reviewed Completed 1 ,; « 5is - 9 f " ' f 1 II 11 C 3 „

7 . . . . ,.

Q .. ,

Method of Tracking Progress

Does this goal support my values lor this area of life?_____ Is it worth the time, effort, and money to reach this goat?__Yes_____No __Yes, but later. .Yes .No AFFIRMATIONS TO SUPPORT THIS GOAL Positive Statements to Raise Your Confidence Items to Use Where to Use Them VISUALIZATION

Use the personal pronoun "If the present terpe, and a for statement. » m

18107 7 p i

Copyjght 01996 Paul J Meyflr ALL RIGHTTS RESERVED

181078 VISUALIZATION

SEEING IS BELIEVING: Pictures, photographs, etc. help me visualize the accomplishment of my goals.

To help you visualize the space rewards you will receive when you;reach your goal, use the above t i, or anything that helps you symbolize the goal you have set for pictures, photograp is for ! yourself. Visualization help sustain motivation and encourages you to take the actions required to make your goal a "

18107 9 VISUALIZATION

SEEING IS BELIEVING: Pictures, photographs, etc. Help me viauaJiie the accomplishment of my goals. I

To help you visualize th$ rewards you will receive when you reach your goal, use the above T space for pictures, phdrtbgrapls, or anything th^l helps you lymbolize the goal you have set for yourself. Visualization heljp suitain motivation and encourages you to take the actions required to make your goal a tpality.

Use the Wheel of Life total person development illustrations below to plot your scores from the Self-Evaluation Questionnaires for each area of life. Four copies of the Wheel of Life are provided to score the Self-Evaluation Questionnaires (SEQs) on four separate dates to see the balance and growth you are achieving. As you re- evaluate your progress in each area of life, you may choose to complete the SEQs every other week for eight weeks, every quarter for the next year, or every r year for the next four years. * il l

Date Dat e

There is no such thing as a "good wheel" or a "bad wheel." But for long term satisfactory results, growth should be balanced and progressive. The best measure of your success is what you are doing compared to your true potential.

Graphing is one of the best methods of tracking your performance and productivity. Graphs give you visual feedback that gives you satisfaction when production is "up" and gives you "early warning" when corrective action is needed. Graphs focus you and your people on your goals. Graphs also show you trends that will help you set new goals.

Keep graphs SIMPLE and VISUAL. When your graph is simple, it is easier to understand and you'll use it more. Likewise, by keeping your graphs visual, they provide a powerful source of ongoing motivation.

Here is a recommended procedure for graphing.

1. Determine what you want to track, e.g., production units, dollars, profit, waste, over time, compliments, etc.

2. Determine frequency of measurement, i.e., daily, weekly, monthly.

3. Determine the scale of the graph. This is determined by your history in the area being tracked. If you don't have a history, use your goals as a guide (see sample graphs).

The scale of the graph needs to be such that most of the first entries are in the middle of the graph. This will allow for growth and it will show peaks and valleys.

The scale also needs to readily show deviations and trends.

A graph that "hugs the bottom" of the sheet or has a "tight pattern" (because of the scale) doesn't give you meaningful feedback.

4. Label the horizontal and vertical axes. The horizontal axis is usually time (days, weeks, months, quarters, years). The vertical axis is usually units produced or monetary amounts. The vertical axis could also be events (e.g., number of lost-time accidents).

5. You are now ready to start making entries. When you start a new graph, it is advis able to start with five or six previous entries (especially if the time between entries is infrequent, i.e., months or years). An entry is a dot at the intersection of the appropri ate horizontal/vertical axis. These dots are connected by a solid straight line.

6. Trends can be enhanced by using a rolling average. A rolling average is determined by dividing the total amount of the entries by the number of entries For example, if your entries were 8,12,7,17, then the average at the second entry (12) would be 10 (8 +12 = 20 + 2 = 10); the third (7) would be 9 (8+12 + 7 = 27 + 3 = 9); and the fourth (17) would be 11 (8+12 + 7 + 17 = 44 + 4 = 11).

The rolling average (or trend line) is displayed by placing a dot on the graph at the intersection determined by the average. These dots are then connected with a dashed line (so it won't be confused with the solid line), or with a different color of ink. 181081 L .' J, , . , ..'. l .. i GRAPHING TECHNIQUES

* ""¥

SCALE TOO SMALL, causing the entries to "hug the bottom" "0 and GRAPH SETUP 100 not show enough contrast. 90 UNITS or MONETARY AMOUNTS on the vertical scale. 80 90 80 70 70

60 60 50 TIME (Days, Weeks, Months, Years) on the horizontal scale. 40 50 40 30 30 20 12 17 -m 8^-—- *^ 20 7 >/* t Lirnited 1 U •" ^^^ \ Contrast 10 0 0 Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun

GOOD SCALE: Centered on the i: SAMPLE GRAPH WITH sheet and good contrast. ROLLING AVERAGE

24 24 22 22 Actual 20 20 18 17 18 17 16 / > k 16 / 14 / 12 / 14 / Rolling Avg. or 12 yT / Trend Line Good Contrast 10 f x^v A''"' ' 8 6 7 6 „,***' 7 4 4 '* 2 2 Goal 0 0 Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun ® i ,* ! . i

For many goals, like reaching afertam level of personal savings; or generating a specific amount of sales, tracking movenient toward tie goal canj be highly rnotivating. Use the Qoal Tracking Barometer below to track accumulated progress toward a specific goal. Be sure to set a regular time to check on your proqrj&ss.

Name . Period. \ /

ACTIONS 10 Stbr ON TRACK

"Every day my goals are nearer because I stay on track.11

f 1 DAY TRACKING SHEET *BBK-^r-Trr-«M«HMHBBm

It takes approximately! 30 dayfc to develop a new habit. Use this form to develop success habits. List desired actions (g)wng positive feedback to employees, setting daily priorities, t, reading time, etc.) in the; left column; then mark each day you complete the itern.^

ACTION 10 11 IS 16 t7 18 19 20

* " Is

I", WEEKLY GOAL TRACKING iHEET

ACCOMPLISHMENTS

Accomplishment

181089