The Brain Trust Planner Master Planner 2015-16 100515A

Copyright © 2015 by Sterling M. Fulton, MHA

All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any
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methods, without the prior written permission of the author, except in the case of brief quotations
embodied in critical reviews and certain other noncommercial uses permitted by copyright law. For
permission requests, write to the author, addressed “Attention: Permissions” at the address below:

Your Space to Thrive
201 W. Chatham Street, Suite 206
Cary, NC 27511

Cover design by Magdalena Adic
[email protected]
skype contact: magyxd2
Phone number: +385958777823

Ordering Information: Quantity sales. Special discounts are available on
quantity purchases by corporations, associations, and others. For details,
please visit our website at www.yourspacetothrive.com

Printed in the United States of America

The Brain Trust Planner: A Comprehensive Life Achievement System
Title ID: 5751035
ISBN-13: 978-1517436575

Disclaimer: This book is designed to provide planning and goal setting information. It does not

contain all information available on the subject and has not been created to be specific to any
individual’s or organizations’ situation or needs. Although the author and publisher have made every
effort to ensure that the information in this book was accurate. The author and publisher shall have
no liability or responsibility to any person or entity regarding any loss or damage incurred, or alleged
to have incurred, directly or indirectly, by the information contained in this book. Every effort has
been made to make this book as accurate as possible. However, there may be typographical and or
content errors. Therefore, this book should serve only as a general guide and not as the ultimate
source of subject information.

This book is provided and sold with the knowledge that the publisher and author do not offer any
legal or other professional advice. This book is not intended as a substitute for the medical or health
care advice of a qualified professional. The reader should regularly consult a physician in matters
relating to his/her health and wellness and particularly with respect to any symptoms that may
require diagnosis or medical attention.

May you use this system
to

discover, dream, plan and grow into your best self.
Sterling Marie Fulton, MHA

Founder of

Your Space to Thrive

Name:___________________________
Email:____________________________
Phone Number: ____________________

Acknowledgement

The Brain Trust Planner would not have been made possible without the input, support and shared
wisdom of my family.
A very special thank you to my best friend, mother and editor, Nadine Fulton. Words cannot
express my gratitude, love and appreciation.
Dana Gower for your wisdom, support and willingness to review and re-review countless times the
content of the system. Your faith and love gives me fuel.
Thank you for my precious son and most important client, Austin Smith, for being willing to
dream, plan and grow.
Thank you to Magdalena Adic whose imagination, creativity, patience and design talent resulted in
the magnificent front and back covers of The Brain Trust Planner System.
Last and not least, thank you to those who have been with me over the course of the years. Please
forgive me for failing to mention you name.

The Brain Trust
Planner

A Comprehensive Life Achievement System

Logic + Creativity Combined

Table of Contents Page

Topics 3
Overview 5

Tips to Master "The Brain Trust Planner" 11
My Personal Notation 12
13
Section One: Discover 14

Values Planner 20
Living from Your Core Values 23
My Space to Discover 24
Free Thought and Note Pages 25
26
Section Two: Dream 28
30
My Space to Vision 34
Letter to My Future Self
My Plan to Refresh and Grow 39
3600 Introspection and Insight 42
My Actual Day verses My Ideal Day 44
Family Traditions Planner with Common Holidays and 46
Observances 48
My Space to Plan Vacations - U.S. and World Maps Included 50
Free Thought and Note Pages 54
58
Section Three: Plan
64
My Space to Plan: Developing Meaningful Goals 65
My Personal Goals for This Year 69
My Career Goals for This Year
One Bite at a Time
My Big Picture Goal to Milestones
My Space to Plan: Turning Milestones and Goals into Action
My Space to Plan My Year - Anno-Planner and Gantt Chart
Free Thought and Note Pages

Section Four: Grow

Overcoming Challenges and Obstacles
Accountability Check-in
Free Thought and Note Pages

Section Five: Monthly and Weekly Calendars with 73
Trackers 106
108
Monthly Calendar for Each Month 110
Contact Information
Password Tracker
Free Thought and Note Pages

My Personal Pages and Notes

Introduction

What if your success was tied to more than just scheduling the day? What if you could
link your core values to your life and career goals? What if you had a picture of the
outcome of your goals, even before you started? What if you anticipated obstacles and

challenges before they happened?

Whether left brain dominate (logical) or
right brain dominate (creative) - how we
think is complicated. Some of us like to
use numbers to guide our decisions. We
feel comfortable working with graphs,
sequences, formulas and charts and are
very precise in our thinking. Yet, others
like pictures, drawings, and color and think in visual abstract concepts. Then, there are
some of us who like a combination of both. One way isn't any better than the other.
We all just process information differently. Because of this, many planning systems
are either too structured and others are not structured enough. What if there was
another way?

The Brain Trust Planner System, comprised of The Brain Trust Planner - A Comprehensive
Life Achievement System and The Brain Trust Quarterly Planners, works together to integrate
many of the elements of how a person thinks and processes information. There is
ample space for creative expression, drawing, doodling and mind mapping. There are
also highly structured processes that will allow you to lay out your goals in a logical
order, using the latest in goal setting techniques. The planner system allows the
strongest part of your logical processing to work in combination with the strongest
parts of your creative processing.

Planning is an essential part of success.

Goal setting, visioning and planning are all part of the skill set needed to achieve
success. But finding a way that makes it simple and connects with the deepest part of
you - i.e. your core values, can be challenging. The purpose of The Brain Trust Planner -
A Comprehensive Life Achievement System is to provide an inspiring mechanism to help
you efficiently define, set and accomplish your goals in a way that is customized
around "you" - what motivates you and also how you think.

1

We each see the world differently. We each plan our lives in unique ways.

Traditional goal setting techniques focus on making sure goals are SMART or specific,
measurable, achievable, relevant and time bound. This is great for people who think
this way. But what if you don't see the world in a straight line? What if you see your
goals tied to what drives your life, passions and purpose?

The Brain Trust Planner - A Comprehensive Life Achievement System guides you in
discovering, dreaming, planning and growing so that you can achieve your best self.
Made up of five easy to follow sections, The Planner will help you to identify your
goals while making them meaningful, clear and focused so you can become
accomplished.

We live in the digital age, yet writing is powerful.

Researchers have found several benefits to writing things down including: activating
areas in the brain to help with memory, learning and processing and reframing
information. “When we write, a unique neural circuit is automatically activated,” said
Stanislas Dehaene, a psychologist at the Collège de France in Paris. “There is core
recognition of the gesture in the written word, a sort of recognition by mental
simulation in your brain.1” Writing by hand has other benefits, such as enhancing
creativity and learning, coordinating the right and left hemispheres of the brain to
support whole brain usage, and calming and sharpening the mind.2

Oftentimes, having a digital calendar that allows you to keep up with your
appointments or tasks isn’t enough. The Brain Trust Planner - A Comprehensive Life
Achievement System working in conjunction with The Brain Trust Quarterly Planner
doesn’t try to compete with your electronic calendar. It simply serves as a tool to
compliment it.

You need a comprehensive tool that will help you to develop a clear vision, set
focused goals, track those goals and then ultimately accomplish them. The Brain Trust
Planner - A Comprehensive Life Achievement System is more than a planner. It is a system
that serves as a canvas for you to create your best self and supports you in tracking
your monthly, weekly and daily milestones and goals. It is flexible, allowing you to
customize areas in your life and career as you see fit. Use the pages in the planner to
expressively write down your thoughts, doodle, freely think and plan.

2

Tips in Mastering The Brain Trust Planner.

The Brain Trust Planner - A Comprehensive Life Achievement System is a life management
system. Using it to help you to create, set, monitor, track and accomplish:

• Creative expressions: decorate the planner pages, and use your planner as an
artistic outlet.

• Appointments, family activities and other life events.
• Goals

o Monitor academic and business assignments, papers, exams and
homework

o Track projects, tasks, milestones, deadlines and deliverables.
• Record-keeping and planning
• Holiday planning: Plan your holidays, vacations, parties, events, birthdays,

gifts and cards.
• Capture your thoughts, events, hopes and dreams.
• Medical/health goals: Use the planner to record your moods and personal

life outlook, medication, blood pressure/sugar levels, weight, exercise,
symptoms and anything else you need to monitor your health.
• Self improvement/transformation
• Enhanced self awareness

You are only as strong as the action you take.

The Brain Trust Planner - A Comprehensive Life Achievement System works best when you
are using each of the sections as intended. However, each section can stand alone,
helping you to strengthen a particular area of your life. Make sure you use this planner
every day. It won’t work if you use it once and put it on a shelf. The real magic
happens when you regularly review and use it.

The planner has multiple activities that may seem to overlap. This is done on purpose.
Every page of the planner does not have to be completed for the planner to work for
you. The activities are designed to help you plan using either a more logical approach
or a more creative approach. Please keep this in mind as you start the planning
process.

3

Start with the end in mind and work backwards.

A big mistake many people make is to start writing the steps to accomplish a goal
without a clear idea of the desired outcomes of the goal. Before you can start to
develop actionable goals, think about what you want, then work backwards.

To make this planner work, practice brevity. There is no need to write in long
sentences. Use phrases – sort brief groups of words to jolt your memory. Use nouns –
some verbs and adjectives are optional.

The planner has a table of contents and features numbered pages. Because the planner
has blank pages for your creative ideas, you may want to use those pages to develop
the ideas that you want to refer to in the future. There is space in the table of contents
for you to include some of your own page numbers for easy tracking and
organization.

The Brain Trust Planner - A Comprehensive Life Achievement System nor The Brain Quarterly
Planner have tabs. If you desire tabs, there are several pre-printed tabs that are durable
and repositionable that you can use. Make sure the tabs provide extra thickness to
prevent wear and tear from repeated handling and use. Be creative with your tab
placement. Consider placing tabs for sections that you want to refer back to often.

Something to consider is saving your planners after completing them. This will allow
you a way to refer back to them overtime to see how much you have grown.

Make sure you focus on the actions that give you the most results and not just "the
stuff" that fills up your day. Keep it as simple as possible. The key to success is to
focus your efforts on one thing at a time and not work on too many goals.

Gratitude is an essential practice that will keep you feeling abundant and prosperous.
Focus and be grateful for what you have. Practicing gratitude opens us up for bigger
and greater things. Each day, develop the habit of writing down the names of people,
experiences and things for which you are grateful. There are sections in The Brain Trust
Quarterly Planner that allow you to do this.

Develop and use a quick notation system to help you highlight tasks, priorities,
completed steps or actions that you move to another day to finish. Feel free to use
some examples of common notations to help get you started. However, you may have
developed some of your own. Use “My Personal Notations” to record them.

4

Examples of Common Notation My Personal Notations

* - Use to mark as important

ABC - A=Highest priority, B=Normal, and
C=Low priority. There should only be 1 or 2 A
priorities per day.

When you haven’t completed a task or
action item, use the arrow to indicate you have
moved the project on to another day. Put the
date on top of the arrow to indicate where you
have moved the task.

X or check mark - to show you have
completed a task.

- change or has changed.

- Follow-up

Use sections in The Brain Trust Planner - A Comprehensive Life Achievement System to help
you to plan your goals.

Section One: Discover

Spend time discovering who you are and what you stand for at your core. After
you have identified your core values, pause and think about them. Give
yourself time to fully understand how they show up in your life. Discuss them
when others. Be comfortable discovering you.

Section Two: Dream

Dream and visualize the final outcome of your dreams. Feel internally what it
would be like to accomplish your goals. Once you know in your mind,
complete the exercises. Take time to connect with the outcome of your goals.

Section Three: Plan

Once you know who you are and what you want, combine that knowledge to
start to plan how you will get it. Make sure you refer back to your discovery
and your dreams often. You don't want to make plans that don't connect with
who you are at your core.

5

Section Four: Grow

Many of our greatest challenges stem from who we think we are and what we
think others may perceive about us. We may judge our "insides" by what others
have on the outside. Use the exercises in this section to help overcome
challenges and set a strong foundation for success.

Ongoing - Section Five: Monthly Calendar

Discovering, dreaming, planning and even
growing are great, but can only get you so
far without consistent action and
accountability. The monthly calendars (one
month per two-page spread) contain plenty
of room for you to stay organized, write,
doodle, and schedule.

Good things take time. Be patient with yourself.

Most importantly, remember it may take you some time to complete the sections of
the planner. That is okay. Planning and growing into your best self takes time. There
are no shortcuts or quick fixes to the most meaningful things that you want in your
life. Don’t rush it. Commit to having fun as you relax and dream into the ideal that
you want to create for yourself for the year.

When you first receive The Brain Trust Planner - A Comprehensive Life Achievement System
you will want to spend time completing each of the sections. There is a great deal of
information within the system, pace yourself or you may find yourself feeling over
whelmed. The key is to not do everything all at once.

Once you have established your goals, milestones and action steps, you will want to
track your progress. This is where The Brain Trust Quarterly Planner comes in to support
you in monitoring your accomplishments. Devote at least 5-10 minutes to track your
progress each day using The Brain Trust Quarterly Planner. Although this doesn't seem to
be a lot of time each day, it adds up to be about 5 hours a month (10 minutes each
day x 30 days - 300 minutes or 5 hours) or 2.4 days per year (5 hours X 12months or
60 hours). Make sure to spend more time (a half hour to an hour) once a month
thinking through milestones, action steps and if applicable, quarterly pre and post
assessments. Small steps really do add up.

6

The Brain Trust Quarterly Planner (Purchased separately)

The Brain Trust Quarterly Planner, a supplement to The Brain Trust Planner - A
Comprehensive Life Achievement System, guides you in writing down the necessary actions
you must take to boldly and efficiently move towards meeting your goals. Only found

in The Brain Trust Quarterly Planner, the weekly schedule
with daily reflective pages, helps you to discover,
dream, plan and even grow into your ideal life. These
pages are designed to allow you to track the necessary
changes you may want to make to achieve success. The
Quarterly Planner also offers one week per two page
spread with 6 a.m. to 10 p.m. appointment times in a
column format, allowing ample space for you to:

 Monitor your steps toward meeting your
monthly milestones.

 Record the things that you desire to create, try,
read, or do to transform your life.
 Write your “to do's”, then watch them turn into
“to done's”!
 Check off the things that you routinely do each
day. If what you need isn't on the list, there is
space to add it.
 Record your daily moments of gratitude as well
as the things that nourish your mind and body.
 Monitor your well-being. There is ample space
to record your moods and personal life or
health outlook, medication, weight, exercise,
blood pressure and blood sugar levels.
 Use as an artistic outlet. Sketch each day or decorate the pages.
 Track the in and out flow of money using the financial tracker.
 Assess your progress quarterly.

References

1 http://www.nytimes.com/2014/06/03/science/whats-lost-as-handwriting-fades.html, July 31, 2015
2 http://mashable.com/2015/01/19/handwriting-brain-benefits, July 31, 2015

7

Notes, Thoughts and Reflections:

8

Section One:

Discover

9

Section One - Discover

Has this every happened to you? You set your sights on it - you have made New Year’s resolutions
about it and you have even made bargains with friend and family and still nothing seems to happen.
Why?
Dreams become powerful when they are in the form of actionable goals. Actionable goals become
unstoppable when they are tied to our deepest desires and core values. This all starts with knowing
who you are and what you stand for in life.
After completing Section One – Discover, you will be able to identify your top 10 core values. This
critical important step helps you to recognize your values and how they show up in your life. This
provides you with a good idea of who you are and what values are important to you in your life.
When you are in alignment with your core values, you will be able to live your life on purpose. This
is the space within where you can find happiness and general peace of mind.
Section one contains tools that will help you to identify your values, show you how those values
show up in your life and finally, help you to discover the person you want to grow into at the end of
the year. You can use this information to make sure that you are living and making important
decisions from your values.

 Values Planner
 Living from Your Core Values
 My Space to Discover

Use these tools to help you to keep your values in the forefront. Review your core values regularly.
Make sure that you are living from your values. Knowing this will help you recognize when you are
or are not in alignment with your values. Keep your values in mind when you dream, plan and grow
each and every day.

10

My top 10 values are: Values Planner

Abundance Charm Contentment Healthy Open-minded
Optimistic
Accountability Chastity Courageous Honest Order
Organization
Adventurous Cheerfulness Creative Hope Passionate
Peace
Appreciation Choice Curiosity Humor Positive
Presence
Athletic Clarity Dependable Humorous Purposeful
Reliable
Awe Classy Determination Independent Resilient
Respected
Balance Cleanliness Direct Industriousness Respectful
Service
Beauty Cleverness Educated Innovative Simplicity
Spiritual
Being-ness Closeness Efficient Inspiring Spontaneity
Structure
Belongingness Cognizance Empathy Integrity Supportive
Togetherness
Benevolence Comfort Encouragement Intellect Truth
Unique
Blissfulness Commitment Entrepreneurial Intimacy Whole-hearted
____________
Boldness Community Enterprising Introspective ____________
____________
Bravery Compassion Extroversion Introversion

Brilliance Competence Faith Kindness

Briskness Complacency Family Laughter

Buoyancy Completion Fashion / Fashionable Listening

Calmness Composure Fit Logic

Camaraderie Concentration Flamboyant Love

Candor Confidence Frugality Loyal

Capability Confident Fun-loving Marriage

Care Conformity Giving Motivated

Carefulness Congruency Gratitude Movement

Certainty Connection Gregarious Nonconformity

Challenge Consciousness Growth Nourishing

Charity Consistency Guide Nurturing

11

Living from My Core Values

Use the “Values Planner” to identify your top 10 values . Write them in the space below. Detail how the value shows up in your life.

I value: This value shows up in my life as: Check if this value
1) is so important that
you can not com-
promise on it.

2)

3)

4)

5)

6)

7)

8)

9)

10)

12

My Space to Discover:

My vision of who I am and want to be

Before completing this exercise, read the following out loud: This is my vision of who I am today and who I plan to be one year from
now. I prioritize the areas of my life that are most important to me. Working on one area of my life will impact other areas in my life. I
know that to get the best results, I will focus only on one or two areas at a time. I can get much more done that way, than trying to do
everything at once. I include my core values in my vision of who I am and want to be. I will use this as the foundation for setting my goals

for the year.

My life today looks like: I desire my life in one year to look Priority I did it!
like...

Spirituality A B C Yes or No

Home A B C Yes or No

Relationships A B C Yes or No

Education / Knowledge/Skills A B C Yes or No

Creative A B C Yes or No

Service A B C Yes or No

Work/Career A B C Yes or No

Financial Health A B C Yes or No
The Type of People I Spend A B C Yes or No
the Most Time Interacting A B C Yes or No
Recreation (Fun Time)

Attitude A B C Yes or No

Clothes and Accessories A B C Yes or No

Physical Body A B C Yes or No

Values A B C Yes or No
Overall, my life this year looks like:
I desire my life at the end of the year to look like:

Using different colors, check any area which is in conflict with your core values or that will require your immediate attention.
13

Describe through words or pictures your inner “super hero”. What are
your super hero strengths that make a difference? How would you use
those strengths to change the world? Be creative! Have fun!

14

Notes, Thoughts and Reflections:

15

Notes, Thoughts and Reflections:

16

Notes, Thoughts and Reflections:

17

Section Two:

Dream

18

Section Two—Dream

Everything we do starts with a thought. A dream is an idea or a thought that hasn’t been realized. It
is a want or desire. Dreams are thoughts without form or understanding.

 When do I want to take that perfect vacation? And what do I want it to look like? What
experiences do I want to have?

 What do I want my dream home to look like? How do I want it to feel when someone walks
inside?

 How do I want my work to unfold this year? Am I happy where I am or is there some place
else that would ignite my passions and purpose?

 How do I want to give of my time and money to others?
This section helps you to dream and gain clarity on the outcomes of your goals. Upon completing
the activities in this section, you should have an idea of what you want your year to truly look like.
You will be able to figure out the answers to a few life questions and ultimately see yourself growing
fully in all the areas of your life. Your result: being the fullest expression of yourself!
The listing below contains tools to discover your dreams and desires, develop a vision of the
outcomes and start the planning process of achieving your goals.

 My Space to Vision
 Letter to My Future Self
 3600 Introspection and Insight
 My Plan to Refresh and Grow
 My Actual and Ideal Day
 Family Traditions Planner with Common Holidays and Observations
 My Space to Plan Vacation with U.S. and World Maps
 Free Thought and Note Pages

19

My Space to Vision

Visualization helps you to see and connect with your goals before they actually happen. It provides a sense of reality which didn’t exist
before. Think about the process of visualization like “the play book” of life. Just like sports teams use playbooks to memorize the plays
before they happen, developing a visual representation of your dream can do the same thing. Here are some tips to help you get started:

1) Relax and breathe.
2) It is critical that your core values show up in your vision.
3) Be open to the possibilities of what you find.
4) Select images that you can connect on a sensory level. Get in touch with your feelings when you look at the images. If the pic-

ture calls to you, use it. Look for images that you can “feel”, that have texture and interest. Just don’t pick “pretty” pictures.
5) Use the internet, books magazines, and personal photos to gather clippings of images and uplifting words. Include a picture of

yourself.
6) Use clippings from magazines or print out images from your favorite website. If you don’t want to use pictures, that is okay.

Words and quotes are just fine.
7) Arrange the images in an aesthetically pleasing way to you. You can always add to your visualization – go for it!
8) Be positive as you glue the images to the pages.

Use this space to write, doodle or draw your big picture goals.

“...when you want something, all the universe conspires in helping you to achieve it.” Paulo Coelho

20

My Space to Vision-Personal

Find pictures that represent the look and feel of your goals. Select images and words that speak to your heart.

21

My Space to Vision-Career

Find pictures that represent the look and feel of your goals. Select images and words that speak to your heart.

©Sterling M. Fulton, A Space to Plan, LLC.

22

Letter to My Future Self

23

My Plan to Refresh and Grow:

When goals and dreams get fuzzy or plans go awry, having a way to step back and refresh is important. Refreshing can include
developing yourself. Use the grid below to identify ways you can take a break and experience time away from the hustle and bustle of
everyday life.

I can take any of the following actions to relax, refresh and maybe even develop myself:

Exercise _________# of times per Volunteer _________# of times per Meditate or _________# of times per
Day Week Month Year Day Week Month Year Pray Day Week Month Year
at ___________________place at ___________________place at ___________________place
_________________Resources _________________Resources _________________Resources

Create. _________# of times per Enjoy and _________# of times per Yoga _________# of times per
Enjoy a Day Week Month Year connect Day Week Month Year Day Week Month Year
hobby at ___________________place with at ___________________place at ___________________place
_________________Resources nature _________________Resources _________________Resources

Take _________# of times per Journal _________# of times per Read _________# of times per
classes to Day Week Month Year Day Week Month Year Day Week Month Year
learn at ___________________place at ___________________place at ___________________place
something _________________Resources _________________Resources _________________Resources
new.

Talk and _________# of times per Watch a _________# of times per Network _________# of times per
good and Day Week Month Year
have fun with Day Week Month Year uplifting at ___________________place with other Day Week Month Year
friends movie _________________Resources like minded
at ___________________place people. at ___________________place

_________________Resources _________________Resources

Watch TED _________# of times per Find a life _________# of times per Find a _________# of times per
Talks or Day Week Month Year or strategy Day Week Month Year mentor Day Week Month Year
other at ___________________place coach at ___________________place at ___________________place
inspirational _________________Resources _________________Resources _________________Resources
TV
_________# of times per
Attend a _________# of times per List _________# of times per List Day Week Month Year
constructive Day Week Month Year Others: Day Week Month Year Others: at ___________________place
lecture. at ___________________place at ___________________place _________________Resources
_________________Resources _________________Resources

I commit to overcome any road blocks that may hold me back. Here are some of the road blocks that are in my way and some steps I can
take to overcome them:

Having a support system makes achieving easier. When I feel like I am getting off track, there are people who I can call on or things that
I can refer to for support. Here are some of the people and things that will support me as I move forward in achieving my goals:

24

3600 Introspection and Insight

One aspect of your life impacts another. When you are facing a difficult choice, such as deciding to take a new job or moving
to a new city, it is important to critically look at that choice, using a frame work that will provide you with both introspection
and insight.

Community People, places and things that are People, beings, places and things Work
part of your community. that are part of those closest to you. Family
Examples are (but not limited to) This can include people related to you
Neighbors, Acquaintances, Mem- or those that you choose to allow
bers of service organizations (i.e., closes to you. Examples are (but, not
clubs, fraternities, sororities and limited to—Spouse or life partner,
other community based organiza- Children, Extended family, Pets,
tions), House of Worship, Local Friends and /or Care takers and other
businesses and shops. healthcare providers.

What is the impact of my choice on my...

The areas of yourself that touches the People, beings, places and things that are
deepest part of you. Examples are part of how you earn or acquire money.
(but, not limited to): Self-confidence, Examples are (but, not limited to): Career,
Personal finances, Health, Inner well- Colleagues, Supplies and partners,
being, Beliefs (religious, spiritual and Manager(s), Clients, Patients and /or
personal), and Ego. Customers.

Self The area of your life that is material in nature. Examples are
(but, not limited to): Personal finances, Current earnings,
Future earning potential, and the Environment.

Use this grid to help you to assess all of the areas of your life. Ask yourself the following questions to discover the possible
impacts of your decision (both from a positive and negative perspective).

Questions Positive Negative

Does my choice align to my core values?

How will I feel about my choice
tomorrow?

Tomorrow, how will this choice
impact my family, work, and/or
community?

How will I feel about my choice next
year?

Next year, how will this choice impact
my family, work, and/or community?

How will I feel about my choice ten years
from now?
Ten years from now, how will this choice
impact my family, work, and/or
community?
On my death bed, how will this choice
impact my legacy, family, work and/or
community?

25

My Actual Day: 12 - Midnight 1

A Time Circle Exercise. 11

10 2
3
9
8 4
5
7

6 PM 6 AM

57

8
4

9
3

2 10

1 11
12 Noon

How to Use the Time Circle

Sometimes it may feel as if you don’t have enough time to accomplish all you set out to do, especially the important steps
toward your goals. This can be frustrating. How you use your time is a choice that you make everyday. Use “My Actual
Day” to help you to notice how you are using your time. Label and then color-in or fill in each hour or block of time as you
use them. For example if you sleep from 10-6, color the slices of the circle the same color from 10-6.

After completing the exercise, what did you notice?

What changes do you want to make in how you use your time?

Consider making copies of the time circle and use that information to notice how you are actually using your time over
longer periods.

26

My Ideal Day: 12 - Midnight 1

A Time Circle Exercise. 11

10 2
3
9
8 4
5
7

6 PM 6 AM

57

8
4

9
3

2 10

1 11
12 Noon

How I Want to Use My Time
Use “My Ideal Day” to help you to notice how you want to use your time. Label and then color-in or fill in each hour or
block of time as want you use them. For example if you want to sleep from 10-6, color the slices of the circle the same color
from 10-6. As you complete your time circle, make sure you align your day with what you value. Remember that each day is a
gift. Also, keep in mind these key things:

1) Take care of yourself first. Plan time to get good sleep, eat well, move or exercise and drink plenty of water.
2) Do things to refresh. Use “My Refresh and Grow Plan” for ideas.
3) Balance your life between your relationships, work, internal growth and your physical well being.
4) Understand that you don’t have to do everything by yourself. You can get help from others around you. You can serve

as a support for others too.

Compare your “Actual Day” to your “Ideal Day”. Ask yourself, “Does how I use my time match who I am or who I want to
be? If not, why? And what am I going to do about it?”

27

Common Holidays and Observances - 2015

Monday, October 12, 2015 Columbus Day
Saturday, October 31, 2015 Halloween
Sunday, November 01, 2015 Daylight Saving
Wednesday, November 11, 2015 Veterans' Day
Thursday, November 26, 2015 Thanksgiving
Friday, December 25, 2015 Christmas Day
Thursday, December 31, 2015 New Year's Eve

2016

Thursday, January 01, 2016 New Year's Day
Sunday, January 18, 2016 Martin Luther King Day
Monday, February 02, 2016 Groundhog Day
Monday, February 09, 2016 Mardi Gras Carnival
Saturday, February 14, 2016 Valentine's Day
Sunday, February 15, 2016 Presidents Day and Washington's Birthday
Friday, March 13, 2016 Daylight Saving
Tuesday, March 17, 2016 St. Patrick's Day
Wednesday, March 25, 2016 Good Friday
Friday, March 27, 2016 Easter
Wednesday, April 01, 2016 April Fool's Day
Wednesday, April 22, 2016 Earth Day
Tuesday, May 05, 2016 Cinco de Mayo
Friday, May 08, 2016 Mother's Day
Saturday, May 30, 2016 Memorial Day
Sunday, June 14, 2016 Flag Day
Friday, June 19, 2016 Father's Day
Saturday, July 04, 2016 Independence Day
Saturday, September 05, 2016 Labor Day
Saturday, October 10, 2016 Columbus Day
Saturday, October 31, 2016 Halloween
Friday, November 06, 2016 Daylight Saving
Wednesday, November 11, 2016 Veterans' Day
Tuesday, November 24, 2016 Thanksgiving
Friday, December 25, 2016 Christmas Day
Thursday, December 31, 2016 New Year's Eve

28

My Space to Plan

Family Traditions Planner

AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER JANUARY

FEBRUARY MARCH APRIL MAY JUNE JULY

RECIPIENT GIFT IDEAS OCCASION BUDGET I DID IT!
IDEA
YES OR NO
YES OR NO
YES OR NO
YES OR NO
YES OR NO
YES OR NO
YES OR NO
YES OR NO
YES OR NO
YES OR NO
YES OR NO
YES OR NO

29

My Space to Plan ~ Vacation

Planning your vacation can be a lot of fun. Use this planner to determine the details of your vacation. Remember
that this is a time to make memories, relax and refresh. Enjoy!

Questions Thoughts and Ideas I did it!

Where am I Yes or No
going?

When am I Yes or No
going to go?

How long Yes or No
will I stay?

Why do I Yes or No
want to go Yes or No
there? Yes or No

How much
will it cost?

How much
will I spend?

Where will I Yes or No
stay? Yes or No
How will I
get there?
What do I want to do?

What do I want to see?

What do I want to experience?

Going with someone else? Use this to plan your joint experience: Mine Yours Ours

Relaxation (ex. sleep, read, pool side - other ___________________)  Relaxation  Relaxation  Relaxation
Exploration (ex. tours, excursions, adventures- other ____________)  Exploration  Exploration  Exploration
 Shop  Shop
Shop (ex. stores, plaza, off the beaten path- other _______________)  Play  Play  Shop
Play (ex. casino, bars, dancing, outdoor exercise- other __________)  Play
Experience (ex. theater, talks, classes, food- other ______________)  Experience  Experience
 Experience

Useful Tips and Ideas

 Don’t forget to take time for yourself and others. Do you need to plan time to sleep in or enjoy time alone?
 Don’t forget to take lots of photos! Do you need to take a photography class?
 Don’t forget to experience the culture of where you are. Do you need to learn phrases of a new language?
 Don’t forget about your family/friends. Do you need to pick up a souvenir or two?
 If you have a pet(s), think about what you are going to do with him/her while you are away.

30

Describe through words or pictures my idea of a perfect vacation.

31

Map of the United States of America

32

World Map

33

Notes, Thoughts and Reflections:

34

Notes, Thoughts and Reflections:

35

Notes, Thoughts and Reflections:

36

Section Three:

Plan

37

Section Three—Plan

When we take our thoughts and develop a structure around them, those thoughts become goals.
Goals followed by action can lead to great outcomes. Coming up with actionable and realistic goals
sets the foundation for identifying and achieving what you want. But, this means thinking about the
future and determining what are the best steps to take to get the results you want.

To achieve a goal, you must take action.

Progress toward your goals requires consistency. Upon completing the tools in Section Three – Plan,
your goals will be broken down into monthly milestones, actions, tasks and smaller mini-goals,
allowing you to clearly see their natural progression. This will help you to determine what needs to
be done each month in order for you to accomplish your big picture goal.
Great and big things happen over time. The following is a listing of tools contained within this
section:

 My Space to Plan: Developing Meaningful Goals
 My Personal Big Picture Goals for this Year
 My Career Big Picture Goals for this Year
 One Bite at a Time
 My Space to Plan My Year - Anno-Planner and Gantt Chart
 Big Picture to Milestones
 My Space to Plan: Turning Milestones and Goals Into Action
 Free Thought and Note Pages

38

My Space to Plan
Developing Meaningful Goals
Sit in a quite place and think about the main thing(s) that you want to accomplish by the end of the year. This is
your “big picture” goal. Consider what you must do, how you will feel and the impact your goal will have on
others. Use each of the below questions as a guide to help you construct a framework around the goal. Once you
have a clear understanding of what you want and why, you will be able to break each “big picture” goal down to
smaller actionable steps.

What is your goal? What are you trying to accomplish?

Where are you now? What is your present situation? How do you know you have accomplished your goal? What results will you
experience if you accomplish this goal?

What does your accomplished goal look like to others? How will your accomplished goal impact others?

What happens if you don’t accomplish your goal?

What could potentially hold you back from accomplishing your goal? What are the things that you must change in your life (people,
places, things) to accomplish this goal? Are you willing to do that?

List a few obstacles and challenges you may encounter along the way? When you run into them, what are you going to do to get back on
track?

I feel comfortable discussing this goal with an accountability partner? (Yes or No) If not, what do I need to do to hold myself
accountable for accomplishing this goal?

How committed are you to accomplish this goal?

123456789 10

Not at all committed Neutral Extremely Committed

39

Describe through words or pictures wild, crazy and innovative ideas that
you haven’t told anyone! Have fun!

40

Notes, Thoughts and Reflections:

41

My Personal Goals for This Year:

Write each goal in the This goal This goal This goal is This goal is Those closest to This goal This goal I commit to
present tense as if it were reflects what reflects my realistic given consistent with me will support challenges enhances my finishing this
I want to do. strengths. my priorities. my core values. this goal. me. life /career.
already accomplished. goal. by:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date: Dec. 31st

I speak conversational Spanish with ease.

I will know that I have achieved this when: I can hold a basic conversation with my Spanish speaking neighbor.

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when: 42

My Personal Goals for This Year:

Write each goal in the This goal This goal This goal is This goal is Those closest to This goal This goal I commit to
present tense as if it were reflects what reflects my realistic given consistent with me will support challenges enhances my finishing this
I want to do. strengths. my priorities. my core values. this goal. me. life / career.
already accomplished. goal. by:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when: 43

My Career Goals for This Year:

Write each goal in the This goal This goal This goal is This goal is Those closest to This goal This goal I commit to
present tense as if it were reflects what reflects my realistic given consistent with me will support challenges enhances my finishing this
I want to do. strengths. my priorities. my core values. this goal. me. life / career.
already accomplished. goal. by:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date: Nov. 15th

I submit all of my expense reports on time.

I will know that I have achieved this when: I have submitted 10 consecutive expenses one week before the deadline.

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when:

Goal: Yes or No Yes or No Yes or No Yes or No Yes or No or n/a Yes or No Yes or No Date:

I will know that I have achieved this when: 44