Life Plan Worksheet Monique Martineau for Coaching, Keynotes & Workshops
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1 Life Plan Worksheet Monique Martineau for Coaching, Keynotes & Workshops Successful companies have a business plan. Is your life successful truly? I. QUALITY-OF-LIFE ASSESSMENT This will assist you in increasing awareness about your quality-of-life satisfaction. Use your first gut response, while remaining aware of over-thinking or rationalizing. Edit categories to meet your own needs. Rate your current level of satisfaction from 1 to 10 in each area: 10 represents 100% satisfaction. 1 represents no satisfaction. Quality-of-Being Physical Vitality / energy Health Sleep Relaxation / breaks Exercise Nutrition Weight / BMI (Body Mass Index) Blood pressure level Cholesterol level Emotional Stress level Angry, anxious, apathetic Attitude / mood Passion / excitement Contentment / peace of mind Grounded / centered Mental Stimulated / challenged Focus / concentration Thoughts of anger, anxiety, avoidance Limiting thoughts of self (i.e., I should be better at ) Limiting thoughts of others (i.e., S/he is wrong.) Limiting thoughts of situations (i.e., Things should be different.) Overall Quality-of-Being Work-life balance Daily enjoyment Life Purpose Career engages strengths and interests Provide meaningful, rewarding service Professional development Personal / spiritual development Giving back Relationships Romantic partner Family Friends / community Coworkers / associates Prosperity Living within your means Good debt to income ratio Retirement / investments Funds for leisure / philanthropy Physical Environment Home Work Car Leisure Self-care Hobbies / sports Entertainment / fun Vacations Overall Quality of Life
2 List below what you see as your strengths and areas for growth from your answers above. STRENGTHS AREAS FOR GROWTH
3 II. KEY VALUES On scrap paper, fill a page of all your values. Choose your top 5 values. Take time to carefully prioritize them to be sure the most important value in your life is listed first and so on. After each of your top 5 values you list below, write associated words or phrases to clarify what the value means to you. Note: to get to the root value, keep asking, What will that give me? Examples: Values: family, relationship, career, life purpose, personal development, consciousness, creativity, freedom, independence, service, religion/spirituality, self-expression, health, peace, wisdom, love. Value ~ Associated words or phrases: LOVE ~ practicing unconditional love with family, friends and co-workers WISDOM ~ compassionate intelligence that guides every area of my life Key Values Associated Words or Phrases
4 III. LIFE PURPOSE Set aside some time to be quiet. Have a pen or pencil and plenty of writing paper on hand. Still your mind and call upon your wisdom to guide you to the highest thought about your life and purpose. Contemplate the following questions and write out your answers. The purpose is to at least start this process. It can evolve. What are you passionate about? Hint: What do you care deeply about? How can you serve humanity? What really lights you up? What are your gifts and talents? Hint: What do other people say you are good at? What do you want to create? Hint: Answer this as though you already had $100 million annual income. What do you want to learn in order to have more love and joy in your life? Hint: This may include skills, attributes, attitudes, disciplines, philosophy and/or knowledge. What nurtures me? Option: Quickly go through picture magazines and notice what depicts what nurtures me. Using the information gathered, complete the following statement or create your own from scratch. MY PURPOSE I, (name) am here to serve (with respect to your passions) by applying my gifts of (talents),and (more talents). in order to create... I fulfill my purpose as I learn to I am nurtured in the following ways:
5 IV. INTENTIONS A statement of intention is ongoing. Intentions direct our actions and inspire our goals and actions. Intentions, unlike goals, are not measurable. Examples: I intend to have a partner who adds love and joy to my life. I intend to have vibrant health and well-being. Using your Life Inventory, Values, and Life Purpose as your guide, write what your intentions are in the major areas of your life. Remember, the core of who you are is body, mind and spirit. What springs forth in your life comes from your core. (Edit categories as you wish.) Quality-of-Being Physical Mental Emotional Life Purpose Relationships Prosperity Physical Environment Leisure OVERALL
6 V. GOALS & ACTION STEPS Reviewing your Life Inventory, Life Purpose, Values, and Intentions, what 3 goals and corresponding action steps would you like to start with? GOAL #1 Action steps GOAL #2 Action steps GOAL #3 Action steps
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