This document outlines how to set meaningful goals and objectives through establishing core values, dreams, a vision, and developing a strategic plan. It emphasizes documenting values, dreams, goals, strategies, timelines, and resources needed. It also stresses establishing a feedback loop to course correct and continuing to focus on goals despite challenges. The overall message is that writing down values, dreams, and goals in a SMART framework with action plans and timelines can help achieve visions and change the world.

1. Goals and Objectives
Subtitle: How am I going to get
where I want to go if I don’t know
how to get there?

2. The Power of Vision
Vision without action is merely a dream;
Action without vision passes the time;
Vision with action can change the world.
Joel Arthur Barker

3. Look out…
Here comes the boring stuff!!

4. Personal Goals and Objectives
Model
Core Values
Dreams
Goals and Objectives
Strategy
Time Line
Resources
Feedback Loop
Strategic Outcomes
Personal Economic Personal External
Rewards Growth
Satisfaction Recognition

5. Core Values
• What we believe in
• Looks to the “core” of who we are and
what is important to you.
• Working outside our core will make you
“uncomfortable”
• Working inside our core will “feel right”.
• Core values deals with items like Love,
Fun, Freedom, Growth and Truth.

6. Dreams
• Are the subconscious giving us
direction.
• Are not to be ignored
• May surprise you in the direction
they take you.
• Are not “stupid” ideas
• Motivation for the soul.
• Need to be documented so the
vision can be developed.

7. Goals and Objectives
• The road map to get to the destination
• Quantifies the Dream
• SMART
– Specific
– Measurable
– Attainable
– Realistic
– Timed

8. Strategy
• Details – Details –
Details
• What we need to do –
the game plan
• Support Systems – who,
what, when
• Good strategies need to
be documented

9. Timeline
• A goal without timing is a
only a “wish”
• What can you do starting
today?
• What will you have done by
next week?
• What will you have done by
next month?
• What will you have done by
next year?

10. Resources
• You need “stuff” to support your goals –
what are they?
• What is the “stuff” timeline?
• The “stuff” is NOT the goal – it a
supporting tool

11. Feedback Loop
• All journeys sometimes need some coarse
correction. This is the fine tuning process.
• Are you still on the right track?
• Identify the needed changes
• Continue to focus on the Goal
• Restate your goals & write them down
• Never, Never, Never give up!!

12. Making It Happen
• Write down your Values
• Document your Dreams
• Develop a Statement of Goals &
Objectives (SMART)
• Identify the timeline and resouces
• What can be done today?
• Make it visible – look at it frequently

13. Dreamline Worksheet
• In ___ months I dream of…
– Having:
• Start: ____ Cost: ____
– Being:
• Start: ____ Cost: ____
– Doing:
• Start: ____ Cost: ____
• Steps Now:
More on Dreamlines – Timothy Ferris “The 4-Hour Workweek”

14. Sample Goal Worksheet
• My Goal is _______________
• My target date is _____________
• To Reach my goal I will do these things
– A.
– B.
– C.
• I will know I’ve reached my goal because..
• A.
• B.
• C.
• Things that will help me stick to reaching
my goals are ____________

15. References
• Franklin Covey
• Busybeemama.com
• http://blog.lodewijkvdb.com/2007/09/my-five-co
• “The 4-Hour Workweek” by Timothy Ferris

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