Vision
Succinctly define your mental picture of what you want to achieve over time.
My vision is…
Mission
Succinctly define *what* you do, *who* you do it for, and *how* you will get there.
My mission is…
Purpose
Briefly describe why you exist; your unique gift(s) to give in service to others.
My purpose is…
Values
List the principles that guide you (and your org.), like a compass for making decisions and your conduct with customers, partners and employees.
My values are…
Identity
Three or more of your qualities which are true, good and unchanging. What is your way, truth and positive affect?
I am…
I am…
I am…
Objective
One clear, specific statement regarding your objective/goal. What do you want to achieve in the near future?
My objective is…
Critical Success Factors
A short list of variables and conditions that will have a profound impact on your success.
My level of commitment is 100%.
My requisites (reasons why I must follow through)…
1.
2.
3.
Strategies
List of strategic initiatives or methods; each describes *how* you’re going to achieve your objective.
Strategy #1:
Strategy #2:
Strategy #3:
Tactics
Strategy name
Tactic 1:
Tactic 2:
Tactic 3:
Strategy name
Tactic 1:
Tactic 2:
Tactic 3:
Strategy name
Tactic 1:
Tactic 2:
Tactic 3:
Milestones
Congratulations. You rock!
Milestone; date
Update Your Plan Here
Use this form to update your Plan. Only fill-in the fields you want to update. Changes are applied within two business days.
Resources
Download the Timeline and Action Steps Document
Get In Touch with Rick
Leave a confidential message for Rick:
617-500-0006
International Service from
Boston, MA USA