MY QL STORY
A Story Development Workbook for QL Instructors
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LIFEARE YOU LEADING?
WHOSE
HOW DO YOU KNOW?
GOAL:Dig deep and really consider what and who is steering your choices.
I commit to completing this by:
Completed on:
MANUAL: PP. 8-9
WHAT SPECIFIC EVIDENCE IS THERE THAT I AM LEADING MY OWN LIFE?
IS THERE EVIDENCE THAT I AM NOT LEADING MY OWN LIFE IN CERTAIN AREAS?
#TAKEACTION: AN ACTION STEP I CAN TAKE TO LEAD MY OWN LIFE MORE FULLY THAN I ALREADY AM IS…
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MANUAL: PP. 12-13
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1 IT’S ALL ABOUT SMALL MOVEMENTSA QUANTUM LEAP
quantumquan·tum • \’kwän-təm\
1. significant
2. a measure of the smallest amount of energy that something can possess
3. a sudden, important change
EVERYTHING IS A CHOICEGOOD AT CHOOSING
GOAL:Open yourself up to a slight, yet significant, change.
WHO DO I NEED TO BECOME IN ORDER TO HAVE THE IMPACT I DESIRE TO HAVE AS A QL INSTRUCTOR?
WHAT SMALL, SUDDEN CHANGE HAVE I MADE IN THE PAST THAT HAD A SIGNIFICANT IMPACT IN MY LIFE AND WHAT WAS THE IMPACT?
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1 THOUGHTS ALWAYS COME FIRSTA QUANTUM LEAP
WHAT YOU
WHAT YOU WHO YOU
WHAT YOU
DETERMINES DETERMINESDO
ARE
THINK
DO
GOAL:Recognize that what you manifest in the physical world always begins in your mind.
MANUAL: PP. 14-15
THE THINGS I THINK ABOUT MOST OFTEN ARE…
A THOUGHT I HAVE FREQUENTLY THAT ISN’T SERVING ME IS…
A MORE PRODUCTIVE THOUGHT I COULD REPLACE THAT WITH IS…
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GOAL:Recognize that what you manifest in the physical world always begins in your mind.
“We are what we think. All that we are arises with our thoughts. With our
thoughts, we make the world.”
- Buddha
INSIDE OUTSIDE
FIRST CREATION SECOND CREATION
THOUGHTS
SPIRIT
IDEAS
BELIEF
WHAT YOU SEE INSIDE
DEEDS
IN THE FLESH
RESULTS
REALITY
WHAT YOU GET OUTSIDE
become manifests
before becomes
is
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td.LEARNING
WORKING
PLAYING
TIME WAITS FOR NO ONELET’S BEGIN THE LEAP!
PARTSOF
ESSENTIAL
THROUGHOUTLIFE
LIFE
TRADITIONAL THINKING
then thenEDUCATION WORK RETIREMENT
GOAL:Recognize learning, working, and playing as essential parts of life – throughout life.
MANUAL: PP. 18-19
HOW COULD I PLUS MY RESULTS IN EACH OF THESE THREE AREAS?
I commit to completing this by:
Completed on:
#TAKEACTION: THE ACTION I CAN TAKE TO ENSURE EACH OF THESE ESSENTIAL PARTS OF LIFE ARE REPRESENTED IN MY CURRENT EXPERIENCE IS…
WHAT DO EACH OF THESE ESSENTIAL PARTS OF LIFE LOOK LIKE FOR ME RIGHT NOW?
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BALANCE IS BUNKLET’S BEGIN THE LEAP!
AN
IS A
EXTRAORDINARY
COUNTERBALANCINGLIFE
ACT
GOAL:Choose to lead a counterbalanced life.
MANUAL: PP. 20-21
WHAT ARE ALL OF THE THINGS THAT SEEM IMPORTANT IN MY LIFE RIGHT NOW? (BRAIN DUMP EXERCISE)
GIVEN MY LIST OF IMPORTANT THINGS, WHAT MIGHT EFFECTIVE COUNTERBALANCE LOOK LIKE FOR ME RIGHT NOW?
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You won’t KNOW it all; life is too complex.
You won’t DO it all; your time is too limited.
You won’t HAVE it all; life offers too much.
IDENTIFY WHAT
MATTERS MOST
THE DILEMMALET’S BEGIN THE LEAP!
KNOWDesire to
HAVEDesire to
DODesire to
GOAL:Identify those things that matter most in your life.
MANUAL: PP. 22-23
WHICH ACTIVITIES FROM MY BRAIN DUMP MATTER MOST RIGHT NOW? (WHAT MATTERS MOST EXERCISE)
WHAT ACTIVITY FROM MY BRAIN DUMP COULD I CHOOSE TO LET GO OF FOR NOW?
WHEN I FEEL THE PULL TO “TEND TO” THIS ACTIVITY, WHAT COULD I DO TO ENSURE I REMAIN FOCUSED ON WHAT MATTERS MOST?
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MANUAL: PP. 24-25
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YOUR MIND MAPLET’S BEGIN THE LEAP!
START DEVELOPINGYOUR MIND MAP
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GOAL:Decide to make your future the authority over today.
LIFE PRODUCTIVITY
WHO AM I?
DON’T PASS GO WITHOUT MAKING
A DECISION ABOUT THIS.
What am I going to do?
Take who you are and go out and do
something with your career.
It’s addition. We’re not leaving anything behind.
What are we going to do?
Now take that and succeed through
others.
What is my money going to do?
Now take that and succeed through
your money.
PERSONAL PRODUCTIVITY
LIFE MEANING
POTENTIAL
CAREER POTENTIAL
BUSINESS PRODUCTIVITY
FINANCIAL PRODUCTIVITY
POTENTIAL THROUGH OTHERS
POTENTIAL THROUGH
MONEY
“When you take responsibility for your life you take back your power over your life.”
- Gary Keller
GOAL:Decide to make your future the authority over today.
WHO AM I? GENERALLY SPEAKING, WHAT DO I WANT MY LIFE TO BE ABOUT?
WHAT AM I GOING TO DO? GENERALLY SPEAKING, HOW AM I GOING TO POSITION MYSELF TO TAKE ACTION ON WHO I AM AND WHAT I WANT MY LIFE TO BE ABOUT?
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MANUAL: PP. 30-31
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SUCCESSLOOK LIKE?
WHAT DOES
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GOAL:
“You’re never more than 5 years from the extraordinary you.”
- Gary Keller
Choose to study success.
THE SCIENCE OF SUCCESS
OBSERVED RESULTS
WE SEE THE RESULTS, NOT THE SCIENCE.
GOAL:Choose to study success.
HOW DO I DEFINE SUCCESS?
WHAT HAVE I PREVIOUSLY PURSUED THINKING IT WOULD LEAD TO SUCCESS AND LATER REALIZED IT WASN’T IN ALIGNMENT WITH MY GOALS? WHAT DID I LEARN FROM THIS?
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MANUAL: PP. 34-35
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FOLLOW THE PATH OF MASTERYThe Science of Success
MASTERY:a way of
a way of
THINKINGACTINGJOURNEY YOU
EXPERIENCEand a
GOAL:Commit to becoming a black belt in the areas you have determined matter most in your life.
ONE THING I HAVE MASTERED AT A HIGH LEVEL IS…
THE ROLE THAT SELF-MASTERY PLAYED IN THIS PROCESS WAS…
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MANUAL: PP. 36-37
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MOST PEOPLE’S DAY A HIGH ACHIEVER’S DAY
WANT EXTRAORDINARY RESULTS?
MATTERS MOST
CRUSH IT ON YOUR 20%The Science of Success
ON WHATLEARN TO FOCUS
EVERYTHING ELSE
WHAT MATTERS MOST
EVERYTHING ELSE
WHAT MATTERS
MOST
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GOAL:
“The majority of what you want will come from the minority of what you do.”
- The ONE Thing
Create a Success List.
EXTREME PARETO
2520% 20%
5 1
PARETO’S PRINCIPLE (THE 80/20 RULE)
Pareto’s Principle is named after Italian economist Vilfredo Pareto, who, in 1906, discovered that 80% of the land in Italy was owned by 20% of the population. As it turns out, this 80/20 distribution of cause and effect occurs very frequently. In his book The 80/20 Principle, Richard Koch explains this predictable pattern as follows: “The 80/20 Principle asserts that a minority of causes, inputs, or effort usually lead to a majority of the results, outputs, or rewards.”
GOAL:Create a Success List.
WHAT ARE ALL THE MAJOR TASKS I ACCOMPLISHED YESTERDAY?
HOW DO MY ACTIVITIES COMPARE WITH MY LIST FROM THE “WHAT MATTERS MOST” ACTIVITY? ARE MY DAILY ACTIONS IN ALIGNMENT WITH MY GOALS?
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MANUAL: PP. 38-39
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The Science of Success
MOVE FROM “E” TO “P”
THE FUNDAMENTAL CEILING OF ACHIEVEMENT
P
“DOING WHAT COMES NATURALLY”
“DOING WHAT COMES
UNNATURALLY”
E
NATURAL EVOLUTION
THIS PROCESS IS
IT IS NOT A
AND A STEP.A DECISION,A MOMENT OF TRUTH,
GOAL:Choose to become purposeful where it matters.
WHAT WOULD IT LOOK LIKE IF I CHALLENGED MY CEILING OF ACHIEVEMENT WHERE IT MATTERS?
#TAKEACTION: THE ACTION I WILL TAKE THIS WEEK TO CHALLENGE MY CEILING OF ACHIEVEMENT IS?
WHAT CEILINGS OF ACHIEVEMENT ARE KEEPING ME FROM ACHIEVING MY GOALS?
I commit to completing this by:
Completed on:
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MANUAL: PP. 40-41
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The Science of Success
BECOME LEARNING-BASED
ENLIGHTENMENT PRODUCTIV ITY
KNOW FOR DOING’S SAKE
KNOW FOR KNOWING’S
SAKE
LEADS TO “KNOW” WHERE
HIGHER SELF-ACTUALIZATION
ACTION
INSIDE OUTSIDE
LEARNING-BASED INDIVIDUAL
An individual who has made the decision to use effective learning as the foundation piece for their action plans to develop their life.
“I KNOW WHAT I KNOW AND THERE IS MORE TO KNOW.”
GOAL:Choose to make learning the foundation of your action plan.
WHICH AREAS OF MY LIFE WOULD BENEFIT FROM A GREATER FOCUS ON LEARNING?
I commit to completing this by:
Completed on:
HOW HAVE I MADE LEARNING THE FOUNDATION OF MY ACTION PLAN IN VARIOUS AREAS OF MY LIFE?
#TAKEACTION: THE NEXT LEARNING OPPORTUNITY I AM GOING TO TAKE ADVANTAGE OF IS…
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MANUAL: PP. 42-43
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REMOVE YOUR LIMITING BELIEFSThe Science of Success
REMOVE YOUR
LIMITINGBELIEFS
GOAL:Identify and reframe a limiting belief.
HOW CAN I REFRAME THAT LIMITING BELIEF TO MAKE IT AN UNLIMITING BELIEF?
WHAT LIMITING BELIEF IS HOLDING ME BACK FROM MY GREATEST POTENTIAL?
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MANUAL: PP. 44-45
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CHOOSE TO BE ACCOUNTABLEThe Science of Success
LIFE HAPPENS
V ICTIM ACCOUNTABLE
AVOIDS REALITY
FIGHTS REALITY “That’s not how I see it.”
BLAMES “It’s not my fault—it’s yours.”
PERSONAL EXCUSES “Nobody told me.”
WAITS & HOPES “It’s out of my hands.”
SEEKS REALITY
ACKNOWLEDGES REALITY “I see what’s going on.”
OWNS IT “If it’s to be, it’s up to me!”
FINDS SOLUTION “What can I do?”
GETS ON WITH IT “This is what I will do.”
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2
3
4
5
GOAL:Recognize the unavoidable connection between accountability and success.
#TAKEACTION: THE ACTION I WILL TAKE TO INCREASE MY LEVEL OF ACCOUNTABILITY IS…
I commit to completing this by:
Completed on:
HOW IS MY LEVEL OF ACCOUNTABILITY IN VARIOUS AREAS OF MY LIFE IMPACTING MY SUCCESS?
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MANUAL: PP. 46-47
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THE MINDSET OF SUCCESSThe Science of Success
I AM PURPOSEFUL ABOUT THE THINGS THAT MATTER.
I FOCUS ON THE 20% THAT MATTERS MOST.
I USE LEARNING AS THE FOUNDATION OF MY ACTION PLAN.
I OPERATE FROM UNLIMITING BELIEFS.
I FOLLOW THE PATH OF MASTERY.
I LIVE THE CYCLE OF ACCOUNTABILITY.
GOAL:Entertain a vision of your own success that captures your imagination.
HOW IS MY CURRENT MINDSET CONTRIBUTING OR DETRACTING FROM THIS VISION?
WHAT IS MY VISION FOR MY OWN SUCCESS?
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MANUAL: PP. 48-49
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3 THE BRIDGE BETWEEN ACTION AND HABITThe Science of Success
HABITS DISCIPLINESReality
MindsetPersistent Action
AuthorityPrayer & Mediation
Gratefulness
NutritionExercise
Stress Management
Play TimePay Time
Organization Time
Gross Income70/30 Rule
Value/Accountability
Unique AbilityLeverage
New Capacities & Repairs
SELF
SPIRITUAL
PHYSICAL
TIME
MONEY
GROWTH
123456
THE 6 LIFE DISCIPLINE AREAS
GOAL:Decide to become a person of powerful habits through selected discipline.
WHAT HABITS AM I MISSING?
WHAT POWERFUL HABITS DO I HAVE THAT ARE MOVING ME TOWARD MY GOALS?
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MANUAL: PP. 50-51
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FINANCIAL SPOUSE
MENTORS AND ROLE MODELS LOVE
THE PERSON YOU DETERMINE
WEALTH FOR
TOP 5 FINANCIAL WEALTH DETERMINERS
TOP 25 PROFESSIONAL ALLIED RESOURCES
YOU
BUSINESS KIDS
CAREER PARENTS
PERSONAL SIBLINGS
PHYSICAL RELATIVES
SPIRITUAL FRIENDS & CO-WORKERS
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3
4
1
56
21
1
14
7
22 23 24 25
2
15
83
16
9 10 11 12 134
17 2019
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NO ONE SUCCEEDS ALONEThe Science of Success
4 51 2 3
GOAL:Become strategic about your relationships. Begin today!
THE PEOPLE I SPEND THE MOST TIME WITH ARE…
IF FIVE YEARS FROM NOW I WAS THE AVERAGE OF THESE PEOPLE IN EVERY ASPECT OF MY LIFE—HEALTH, RELATIONSHIPS, SPIRITUALITY, WEALTH, BUSINESS, ETC.—HOW WOULD I FEEL ABOUT MYSELF?
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MANUAL: PP. 58-59
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KNOW
POTENTIAL IS?
HOW DO YOU
WHAT YOUR
GOAL:Challenge your current thinking and identify the limiting beliefs that may be holding you back.
HOW CAN I EMBRACE FAILURE MORE FULLY TO ACCELERATE MY RESULTS?
WHAT FACTORS CONTRIBUTE TO MY POTENTIAL?
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MANUAL: PP. 62-63
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THE LIES BETWEEN YOU AND SUCCESS
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4 BIG IS BAD
PLANS
THERE’S ONLY
YOU CAN GOSO FAR
SMALLWITH
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GOAL:
“We are kept from our goal, not by obstacles but by a clear path to a lesser goal.”
- Robert Brault
Select a One-Year Goal and make it a BIG GOAL by doubling it.
BIG GOALS REQUIRE A BIG PLAN, WHICH LEADS TO A BIG OUTCOME
BIG OUTCOME
SMALL OUTCOMEACTIONS
ACTIONSPLAN
PLAN
GOAL:Select a One-Year Goal and make it a BIG GOAL by doubling it.
HOW COULD I MAKE A CURRENT GOAL OF MINE A BIG GOAL?
HOW DOES MY ACTION PLAN NEED TO CHANGE TO PUT ME ON THE RIGHT TRAJECTORY?
#TAKEACTION: THE NEXT ACTION STEP I WILL TAKE TOWARD MY GOAL IS?
I commit to completing this by:
Completed on:
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MANUAL: PP. 64-65
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THE LIES BETWEEN YOU AND SUCCESS
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4 SUCCESS REQUIRES A DISCIPLINED LIFEDI
SCIP
LINE
TIME
DAY 66SWEET SPOT
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GOAL:
“Develop empowering habits. They will define you more than anything else.”
- Gary Keller
Identify a habit you want to create and start a 66-Day Challenge today.
6 LIFE DISCIPLINE AREAS
SELF
SPIRITUAL
PHYSICAL
TIME
MONEY
GROWTH
The habit I choose for my 66-Day Challenge is:
1
2
3
4
5
6
GOAL:Identify a habit you want to create and start a 66-Day Challenge today.
I COMMIT TO BRINGING DISCIPLINE TO THE FOLLOWING AREA OF MY LIFE IN ORDER TO CREATE A HABIT…
ESTABLISHING THIS HABIT WILL HAVE THE FOLLOWING IMPACT ON MY SUCCESS…
#TAKEACTION: THE NEXT 66-DAY CHALLENGE I COMMIT TO IS…
I commit to starting this 66-Day Challenge on:
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MANUAL: PP. 66-67
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THE LIES BETWEEN YOU AND SUCCESS
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4 MULTITASKING SAVES TIME
MULTITASKING
WHAT MATTERS MOST WHAT MATTERS MOSTREORIENT
WHAT MATTERS MOST
FOCUSED ATTENTIONSW
ITCH
Start
Start
Finish
Finish
ONCE YOU’VE IDENTIFIED WHAT MATTERS MOST RIGHT NOW
GIVE IT YOURFOCUSED ATTENTION
TIME
TIME
DISTRACTION
GOAL:Recognize the negative impact multitasking has on your effectiveness.
WHAT WOULD IT LOOK LIKE IF INSTEAD OF MULTITASKING I GAVE MY FOCUSED ATTENTION TO THE THINGS THAT MATTER MOST?
IN WHAT AREAS OF MY LIFE AM I LESS EFFECTIVE DUE TO MULTITASKING?
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MANUAL: PP. 68-69
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THE LIES BETWEEN YOU AND SUCCESS
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4 WILLPOWER IS ALWAYS ON WILL-CALL
LIMITED
LIFEBATTERY
WILLPOWER HAS A
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GOAL:
“On any given day, you have a limited supply of willpower, so decide what matters and
reserve your willpower for it.”
- The ONE Thing
Formulate a strategy for maximizing a limited supply of willpower.
WILLPOWER
The WILL to SAY YES to what you need to do.
The POWER to SAY NO to everything else.
GOAL:Formulate a strategy for maximizing a limited supply of willpower.
WHAT ARE THE SIGNS THAT MY WILLPOWER IS LOW?
#TAKEACTION: ONE ACTION STEP I CAN TAKE TO ENSURE I DO WHAT MATTERS MOST WHEN MY WILLPOWER IS THE STRONGEST IS….
I commit to completing this by:
Completed on:
WHEN IS MY WILLPOWER TYPICALLY THE STRONGEST?
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MANUAL: PP. 72-73
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5 YOUR PERSONAL LIFE MISSIONGoal Setting To The Now
IS THE
TO
STRAIGHTESTPATH
PURPOSE
PERSONALPOWER
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GOAL:
“Pick a direction, start marching down that path, and see how you like it. Time brings clarity, and if you find you don’t
like it, you can always change your mind. It’s your life.”
- The ONE Thing
Begin “dating” a Personal Mission Statement.
vs.
Your Life Purpose
Always In Progress
Specific Desired Result
Can Be Completed
GOAL MISSION
GOAL:Begin “dating” a Personal Mission Statement.
MY PERSONAL MISSION IS…
MY MISSION ALIGNS WITH WHAT I SAID I WANTED MY LIFE TO BE ABOUT AND HOW I DECIDED TO POSITION MYSELF IN ORDER TO TAKE ACTION IN THE FOLLOWING WAY…
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MANUAL: PP. 74-75
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5 A TOOLBOX FOR WHAT MATTERS MOST
WHAT YOU SEE IS DETERMINED BY WHAT YOU DON’T
Goal Setting To The Now
POWERLESSPRIORITY
PURPOSEWITHOUT
IS
PRODUCTIVITY
PRIORITY
PURPOSE
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GOAL:
“Purpose has the power to shape our lives only in direct proportion to the power of the priority we connect to it.”
- The ONE Thing
Recognize that your priority is the ONE Thing you can do right now to achieve your goals.
GOAL SETTING TO THE NOW
Develop a plan using my G-P-S
Utilize my 4-1-1 in order to be on target with my plan
Prioritize my actions using the Focusing Question
Time block what matters most
Ensure I stay on track through accountability
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3
1
2
You Can’t Start a Fire if You Keep Moving Around
GOAL:Recognize that your priority is the ONE Thing you can do right now to achieve your goals
WHERE WOULD I LIKE TO “START A FIRE” IN MY LIFE BY FOCUSING ON MY PRIORITY?
WHAT DOES PRODUCTIVITY LOOK LIKE IN THIS AREA? WHAT IS MY INTENT?
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MANUAL: PP. 76-77
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5 TOOL #1: G-P-S Goal Setting To The Now
NAME:
YEAR:
GOAL: A specific and measurable time-specific goal from one area of your life.
PRIORITY 1: The most important priority to focus on in order to achieve your goal.
STRATEGY 1: The activities or action steps to accomplish Priority 1, in order of importance.
STRATEGY 2:
STRATEGY 3:
STRATEGY 4:
STRATEGY 5:
PRIORITY 2: The second most important priority to focus on in order to achieve your goal.
STRATEGY 1: The activities or action steps to accomplish Priority 2, in order of importance.
STRATEGY 2:
STRATEGY 3:
STRATEGY 4:
STRATEGY 5:
PRIORITY 3: The third most important priority to focus on in order to achieve your goal.
STRATEGY 1: The activities or action steps to accomplish Priority 3, in order of importance
STRATEGY 2:
STRATEGY 3:
STRATEGY 4:
STRATEGY 5:
G-P-S
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GOAL:
“A goal without a plan is just a wish.”
- Antoine de Saint-Exupéry
Outline a plan for a One-Year Goal using the G-P-S.
GOAL:
PRIORITIES:
STRATEGIES:
G-P-S TIPS
Identifying 3-4 areas of priority forces you to select the most important things – the 20%. If you need more than 4 priorities, your goal may be too broad.
More than 6 strategies for any one priority likely means your priority is too broad. Fewer than 3 strategies for one priority likely means your priority is too narrow and may in fact be a strategy.
This is your ONE Thing for the year (or specific date) in a particular area of your life: physical, business, relationships, financial, etc. Your G-P-S in the area of business is a one-page business plan.
GOAL:Outline a plan for a One-Year Goal using the G-P-S.
WHICH STRATEGIES COULD I FOCUS ON TO PLUS MY RESULTS?
HOW AM I DOING ON MY G-P-S RIGHT NOW?
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MANUAL: PP. 78-79
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NAME:
YEAR:
MONTH:
ANNUAL GOALS
MONTHLY GOALS
WEEKLY GOALS
WEEK 1
WEEK 2
WEEK 3
WEEK 4
5 TOOL #2: 4-1-1Goal Setting To The Now
4-1-1
GOAL:Utilize the 4-1-1 to plan the action steps necessary to reach your goals.
HOW EFFECTIVELY AM I UTILIZING MY 4-1-1?
HOW COULD I USE THIS TOOL EVEN MORE EFFECTIVELY THAN I ALREADY AM?
WHAT WOULD THAT DO FOR MY RESULTS?
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MANUAL: PP. 80-81
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5
Based on my Five-Year Goal, what is the ONE Thing I can do this year?
Based on my One-Year Goal, what is the ONE Thing I can do this month?
Based on my Monthly Goal, what is the ONE Thing I can do this week?
Based on my Weekly Goal, what is the ONE Thing I can do today?
Five-Year Goal
TOOL #3: THE FOCUSING QUESTION
2
3
4
5
1What’s the ONE Thing I can do such that by doing it everything else will be easier or unnecessary?
Goal Setting To The Now GOAL:Identify the ONE Thing you can do today to be on track for your One-Year Goal such that by doing it everything else will be easier or unnecessary.
MY FIVE-YEAR GOAL IS…
BASED ON MY FIVE-YEAR GOAL, THE ONE THING I CAN DO THIS YEAR SUCH THAT BY DOING IT EVERYTHING ELSE WILL BE EASIER OR UNNECESSARY IS…
BASED ON MY ONE-YEAR GOAL, THE ONE THING I CAN DO THIS MONTH SUCH THAT BY DOING IT EVERYTHING ELSE WILL BE EASIER OR UNNECESSARY IS…
BASED ON MY MONTHLY GOAL, THE ONE THING I CAN DO THIS WEEK SUCH THAT BY DOING IT EVERYTHING ELSE WILL BE EASIER OR UNNECESSARY IS…
BASED ON MY WEEKLY GOAL, THE ONE THING I CAN DO TODAY SUCH THAT BY DOING IT EVERYTHING ELSE WILL BE EASIER OR UNNECESSARY IS…
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MANUAL: PP. 82-83
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5
- The ONE Thing
TOOL #4: TIME BLOCKINGGoal Setting To The Now
RESULTS
WHERE YOU WANT TO GO
WHAT YOU DO TODAY
EXTRAORDINARY
become possible when
is completely aligned with
83
GOAL:
“The people who achieve extraordinary results don’t achieve them by working more hours. They achieve
them by getting more done in the hours they work.”
- The ONE Thing
Devise a plan for utilizing time blocking to get what matters most done.
MONDAY WEDNESDAY FR I DAYTUESDAY THURSDAY SATURDAY SUNDAY
1
8
15
22
3
10
17
24
5
12
19
26
2
9
16
23
4
11
18
25
6
13
20
27
7
14
21
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PLAN
PLAN
PLAN
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
Your ONE Thing
VACATION
GOAL:Devise a plan for utilizing time blocking to get what matters most done.
THE ACTIVITIES I CURRENTLY TIME BLOCK FOR ARE…
THE ACTIVITIES I WOULD BENEFIT FROM TIME BLOCKING FOR ARE…
#TAKEACTION: I COMMIT TO BLOCKING OUT PLANNING TIME ON MY CALENDAR EACH WEEK ON THE FOLLOWING DAY AND TIME:
I commit to putting this on my calendar by:
Completed on:
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MANUAL: PP. 84-85
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5 TOOL #5: THE CYCLE OF ACCOUNTABILITYGoal Setting To The Now
You’ve got a problem with accepting personal
accountability!Yeah, and whose
fault is that?
Reality Shows Up
What Do I Need to Do Differently? SUCCESS
Take Action
YOU CAN ONLY CHANGE WHAT YOU ADMIT YOU OWN
GOAL:Choose to live the Cycle of Accountability.
ONCE CURRENT OUTCOME I AM NOT SATISFIED WITH IS…
THE REALITY OF THE SITUATION IS…
#TAKEACTION: BECAUSE I AM RESPONSIBLE FOR THIS SITUATION, I AM CHOOSING THE FOLLOWING SOLUTION/S…
I commit to implementing this solution by:
Completed on:
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MANUAL: PP. 90-91
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WHEN YOU HAVE
MONEY?ENOUGH
HOW WILL YOU KNOW
GOAL:Recognize financial wealth as the material foundation necessary for funding your personal mission.
IN ORDER TO FULFILL MY PERSONAL MISSION AT THE HIGHEST LEVEL I ESTIMATE THE DOLLAR AMOUNT I NEED TO BE…
THE FINANCIAL GOALS I AM GOING TO FOCUS ON THIS YEAR IN ORDER TO BUILD MY FINANCIAL WEALTH ARE…
#TAKEACTION: THE FIRST ACTION I AM GOING TO TAKE TOWARD MY FINANCIAL GOALS IS…
I commit to completing this by:
Completed on:
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MANUAL: PP. 94-95
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6The Rules of Money
IT’S ALL ABOUT ABUNDANCE
Key Relationships
Key Areas of Discipline
Personal Mission
ABUNDANCEWEALTH =
95
GOAL:
“A truly wealthy life is an abundant life! It is a life marked with GREAT PLENTY in our key
relationships, our key areas of discipline, and in the accomplishment of our personal mission!”
- Gary Keller
Embrace wealth as abundance in all areas of life.
A FINANCIALLY WEALTHY PERSON
Someone who has accumulated the wealth that delivers the unearned income (passive) necessary to become
self-actualized and achieve their personal life mission
GOAL:Embrace wealth as abundance in all areas of life.
MY PLAN FOR CREATING THE FINANCIAL WEALTH NECESSARY TO FUND MY PERSONAL LIFE MISSION IS…
EVIDENCE OF ABUNDANCE IN MY LIFE THAT IS NOT RELATED TO MY FINANCES IS…
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MANUAL: PP. 96-97
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6 WEALTH IS A STATE OF MINDThe Rules of Money
I choose HAPPINESS.
I know my MISSION.
I am focused on WHAT MATTERS MOST.
I attract money and success by PURSUING MY MISSION.
I use selected discipline to create EMPOWERING HABITS.
I surround myself with people who SUPPORT MY MISSION.
GOAL:Decide to adopt a wealthy mindset.
HAPPINESS SHOW UP IN MY LIFE IN THE FOLLOWING WAYS…
MY PERSONAL MISSION IS…
THE PEOPLE IN MY LIFE WHO SUPPORT ME IN ACCOMPLISHING MY MISSION ARE…
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MANUAL: PP. 98-99
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6
Establish FINANCIAL GOALS
Choose to STUDY MONEY
SAVE first – then PAY WITH CASH
NEEDS before wants
REPAIR or BUY USED before buying new
Purchase INSURANCE PROTECTION
Follow a SEQUENTIAL INVESTMENT STRATEGY
Help others through GENEROUS GIVING
Follow a BUDGET
Determine YOUR PERSONAL MISSION
SUCCESSFUL PERSONAL MONEY MANAGEMENTThe Rules of Money
1
2
3
4
5
6
7
8
9
10
GOAL:Learn the rules of money and choose to follow them.
HOW AM I DOING WITH BUDGETING?
WHO ARE MY FINANCIAL ROLE MODELS AND MENTORS?
#TAKEACTION: THE ACTION I COMMIT TO TAKING TO IMPROVE MY PERSONAL MONEY MANAGEMENT IS….
I commit to completing this by:
Completed on:
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MANUAL: PP. 100-101
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REALITY CHECKThe Rules of Money
6THE GOAL:Passive income of $100K/year
WHAT YOU’LL NEED:$2.5M @ 4.0% return (tax free) = $100K/year
THE HYPOTHETICAL:Say you make $100K annually ...
$100K ANNUAL INCOME
– $30K INCOME TAXES
– $30K ANNUAL SAVINGS
= $40K TO LIVE
¬ 10 years = $300K¬ 20 years = $600K¬ 40 years = $1.2M¬ 80 years = $2.4M
YOU CAN’T SAVE YOUR WAYTO FINANCIAL SUCCESS
GOAL:Discover what it takes to save your way to $100K in passive income after taxes.
MY CURRENT NET WORTH IS…
MY NET WORTH GOAL IS…
THE AMOUNT OF PASSIVE INCOME I CURRENTLY RECEIVE IS…
MY PASSIVE INCOME GOAL IS…
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MANUAL: PP. 102-103
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6
FOUR CHOICES FOR CASH FLOW
TWO BASIC INVESTMENT CHOICES
TWO BASIC POSITIONS
THE PATH OF MONEYThe Rules of Money
HUMAN CAPITALYou Work for Money
CASH FLOW
SPEND SAVE
ACTIVEPASSIVE
DONATE INVEST
OWN
FINANCIAL RETURNS
LEND
CAPITAL ASSETSYour Money Works for You
LEND• Owner Financing• Private Lending
LEND• Money Markets• CDs• Bonds• T-Bills
OWN• Businesses• Real Estate
OWN• Stocks• REITs• Mutual Funds
YOU CONTROL ITTHEY CONTROL IT
GOAL:Explore opportunities for leveraging money to create financial wealth.
CURRENTLY I ALLOCATE THE FOLLOWING PERCENTAGES OF MY CASH FLOW TO SPENDING, SAVINGS, INVESTING, AND CHARITABLE CONTRIBUTIONS…
ARE THESE PERCENTAGES LEADING TO THE RESULTS I DESIRE?
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MANUAL: PP. 104-105
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6 AN INVESTMENT PATH
MONEY LIVES ON THE OTHER SIDE OF FEAR
The Rules of Money
YRS 0% 2% 4% 6% 8% 10% 12% 14% 16% 18% 20%1 1,200 1,213 1,226 1,240 1,253 1,267 1,281 1,295 1,309 1,324 1,338
2 2,400 2,451 2,503 2,556 2,611 2,667 2,724 2,783 2,844 2,906 2,970
3 3,600 3,713 3,831 3,953 4,081 4,213 4,351 4,494 4,643 4,799 4,960
4 4,000 5,001 5,213 5,437 5,673 5,921 6,183 6,460 6,752 7,061 7,387
5 6,000 6,315 6,652 7,012 7,397 7,808 8,249 8,720 9,225 9,766 10,345
6 7,200 7,656 8,149 8,684 9,264 9,893 10,576 11,317 12,123 13,000 13,953
7 8,400 9,023 9,708 10,459 11,286 12,196 13,198 14,303 15,521 16,867 18,353
8 9,600 10,419 11,329 12,344 13,476 14,740 16,153 17,733 19,504 21,490 23,718
9 10,000 11,842 13,017 14,345 15,848 17,550 19,482 21,677 24,174 27,017 30,259
10 12,000 13,294 14,774 16,470 18,417 20,655 23,234 26,209 29,647 33,626 38,236
15 18,000 21,006 24,691 29,227 34,835 41,792 50,458 61,285 74,858 91,921 113,429
20 24,000 29,529 36,800 46,435 59,259 76,570 99,915 131,635 174,946 234,349 316,148
25 30,000 38,947 51,504 69,646 95,734 133,789 189,764 272,728 396,522 582,331 862,671
30 36,000 49,355 69,636 100,954 150,030 227,933 352,991 555,706 887,048 1,432,529 2,336,080
(Interest Rates Compounded Monthly)
$100 INVESTED MONTHLY
GOAL:Decide to start investing today.
SOME OF THE FEARS I HAVE RELATED TO MONEY ARE…
YET BECAUSE I AM COMMITTED TO FUNDING MY PERSONAL MISSION, I AM GOING TO OVERCOME THOSE FEARS THROUGH…
#TAKEACTION: THE FIRST ACTION STEP I COMMIT TO TAKING IS…
I commit to completing this by:
Completed on:
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MANUAL: PP. 106-107
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6 THE TRUTH ABOUT MONEYThe Rules of Money
MONEYWON’T
IT WILLCHANGE YOUEXPOSE
YOU
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GOAL:
“It’s not about the money... It’s about being the best you can be!”
- Gary Keller
Choose to make your pursuit of money about funding your purpose.
SIX TRUTHS ABOUT MONEY
The key to happiness is not more money. Happiness is happiness. Money is money.
Whatever your life is about, more money will amplify it.
Money will come to you when you are doing the right thing(s).
You can’t buy style with money. You can’t buy good taste or good decisions with money. You can only buy more with more money.
Money has its own rules and disciplines. If you choose not to learn them you are choosing financial illiteracy.
Our life quest is to have the best life in the time available to us. Money doesn’t buy value as it pertains to the best life possible.
1
2
5
3
6
4
GOAL:Choose to make your pursuit of money about funding your purpose.
I USE THE FOLLOWING AFFIRMATION TO SUPPORT ME IN MY COMMITMENT TO FUND MY PERSONAL MISSION…
WHAT DOES MY PERSONAL BEST LIFE LOOK LIKE?
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MANUAL: PP. 110-111
110 111
REVEALWITHIN
THE
POSSIBILITIESUNLEASH
YOU
THE
EXTRAORDINARY
TAKE CONTROL OF YOUR
THOUGHTS
CREATE EMPOWERING
HABITS
“Happiness happens on the way to fulfillment.” - Gary Keller
FUND
DESIRE
THE
LIFE YOUMAXIMIZE
YOURPOTENTIAL
UNEARTH YOUR PERSONAL
MISSION
BUILD FINANCIAL WEALTH
INTENTIONGO LIVE A LIFE OF
MY PERSONAL MISSION IS…
THIS IS IMPORTANT TO ME BECAUSE…
EVIDENCE IN MY LIFE THAT HAPPINESS HAPPENS ON THE WAY TO FULFILLMENT IS…