This deck is still a work-in-progress, but I wanted to get it posted and will revise as it is tweaked. The New Year is a great opportunity to reflect, revise, refine, reframe and action-plan for the upcoming year. Many of the most successful big businesses and brands do this, and find great success by doing it. Over the years, I often wondered why not apply such a process, simplified of course, to our own personal lives? This deck is a simple, personal planning document that you can use to set you goals, objectives and actions for next year. Please note, this document is still being developed, and has some specific references that we are still translating to more general. Also, please note that the structure of this model, can be scaled to apply to broad stroke, big picture visioning or utilized on a more granular level, multiple levels down, so long as each level is tied back up to the higher parent level.

1. A Guide to Goal Setting
2014-2015

2. Overview
5 Step plan to 2014 Goal Setting.
1. Reflection
2. Revision
3. Refinement
4. Reframe
5. Action Plan

3. 1. REFLECTIONS of 2013
WHAT DID YOU DO, WHAT WORKED, WHAT DIDN’T, WHY:
A.
Identify 3-5 of your Strengths of the year
B.
Identify 3-5 of your Weaknesses of the year
C.
Identify 3-5 of your Challenges of the year
D.
Identify 3-5 of your Opportunities of the year
E.
Identify 3-5 insights for “WHY” on each bucket above strength, weakness, challenge, opportunity

4. STRENGTHS
1. REFLECTIONS of 2013
1.
1.
2.
2.
3.
3.
4.
4.
5.
WEAKNESSES
5.
CHALLENGES
OPPORTUNITIES
1.
1.
2.
2.
3.
3.
4.
4.
5.
5.
Use the Quadrants above to list out 3-5 points for each bucket.

5. STRENGTHS
1. REFLECTIONS “WHY” of 2013
1.
1.
2.
2.
3.
3.
4.
4.
5.
WEAKNESSES
5.
CHALLENGES
OPPORTUNITIES
1.
1.
2.
2.
3.
3.
4.
4.
5.
5.
Use the Quadrants above to list out 3-5 insights for “WHY” for each bucket.

6. 2. REVISIONS for 2014
FOCUS ON FOUR AREAS YOU CAN CHANGE:
A.
Identify 1 Strength you will build on this year
B.
Identify 1 Weaknesses you will build on this year
C.
Identify 1 Challenge you will overcome this year
D.
Identify 1 Opportunity you will capitalize on this year
E.
Find and paste 4 Visuals (pictures), one for each identified area of change above, that visually
represents each area you choose

7. STRENGTHS
Picture 1 (replace & title)
CHALLENGES
Picture 3 (replace & title)
2. REVISIONS for 2014
WEAKNESSES
Picture 2 (replace & title)
OPPORTUNITIES
Picture 4 (replace & title)
Place a single picture in each bucket above that represents your revised visions for the year.

8. 3. REFINEMENT (RESULTS) for 2014
FOCUS ON THE END RESULT OF YOUR CHANGE:
A.
Identify the end result of building on your strength
B.
Identify the end result of building on your weakness
C.
Identify the end result of overcoming your challenge
D.
Identify the end result of capitalizing on your opportunity
E.
Find and paste 4 Visuals (pictures), one for each identified area of change above, that visually
represents the end result

9. STRENGTHS
Picture 1 (replace & title)
CHALLENGES
Picture 3 (replace & title)
3. REFINEMENT (RESULTS) for 2014
WEAKNESSES
Picture 2 (replace & title)
OPPORTUNITIES
Picture 4 (replace & title)
Place a single picture in each bucket above that represents your refined successes for the year.

10. 4. REFRAME for 2014
FOCUS ON HOW YOU WILL DRIVE THE CHANGE:
A.
Identify what you will do (action) to build your Strength
B.
Identify what you will do (action) to build up your Weakness
C.
Identify what you will do (action) to overcome your Challenge
D.
Identify what you will do (action) to capitalize on your Opportunity
E.
Consider the insights you uncovered on page 5, determine and then fill in the table on the
following page for each bucket

11. 4.E REFRAME (ACTIONS)
FROM 2013
1. REVISION | IDENTIFY CURRENT STATE
A. Build on our strength of (tbd….)
TO 2014
3. REFRAMING | IDENTIFY WHAT YOU WILL
DO TO CHANGE THE STATE
By doing x we will achieve y.
2. REFINING | IDENTIFY THE RESULTING
STATE AS MEASURE OF SUCCESS
A. We will succeed in building our strength
when (tbd….happens).
B. Build on our weaknesses of (tbd….)
B. We will succeed in building our weakness
when (tbd….happens).
A. Overcome our challenge of (tbd….)
C. We will succeed in overcoming our
challenge when (tbd….happens).
D. Capitalize on the opportunity of (tbd….)
D. We will succeed in capitalizing on our
opportunity when (tbd….happens).

12. 5. ACTION-PLAN for 2014
KEEP IT SIMPLE, SHORT AND SMART:
A.
VISION | Identify an 2 images, one the represents you today, and one that represents you in 12 months from
now.
B.
OBJECTIVES | Now that we have our four main goals, how we will achieve them and what success looks like,
we need to develop 3-5 objective, or action steps for each of these buckets.
C.
OWNERSHIP | We also need to identify an owner responsible for being the lead on these buckets (disregard
this step if using for personal planning).
D.
TIMING | In addition to identifying each of these objectives, we will also estimate the time you will need to
achieve each objective.
E.
EXECUTION | Now we discuss what is needed by who and when, in order to achieve success as a team, and
develop an overall timeline for each objective, goal and action previously identified an a spreadsheet or project
management program.

13. 5.A ACTION-PLANNING
2014 Picture
2015 Picture
FROM
TO
(CURRENT)
(IDEAL)
Place a single picture in each bucket above that represents now and later.

14. 5.B-D ACTION STEPS
FROM 2013
OWNER
Name
Name
Name
Name
TO 2014
OBJECTIVES
GOALS
TIMING
Build on our strength of (tbd….), by
doing y, to achieve z, by this date.
1.
2.
3.
JAN - MAY
Build on our strength of (tbd….), by
doing y, to achieve z, by this date.
1.
2.
3.
APRIL - JUNE
Build on our strength of (tbd….), by
doing y, to achieve z, by this date.
1.
2.
3.
JULY - SEPT
Build on our strength of (tbd….), by
doing y, to achieve z, by this date.
1.
2.
3.
SEPT - DEC

15. STRENGTHS
Picture 1 (replace & title)
CHALLENGES
Picture 3 (replace & title)
5.E (Slide 3.E - RESULTS)
WEAKNESSES
Picture 2 (replace & title)
OPPORTUNITIES
Picture 4 (replace & title)
Place a single picture in each bucket above that represents your refined successes for the year.