ROLES AND GOALS PLANNING
FULFILLING YOUR ROLES AND BALANCING YOUR LIFE
Determine what tasks and goals you want to achieve in each role in your life (see sidebar). Then number them and stick them, with the number into whatever calendar you are using. Some of the time blocks in your calendar will already be standardly filled out to fill these roles (see Having A Standard Week). You can also do this for longer periods of time and in your LifePlan.
ROLE Goals/Tasks for the week
Mgr of emotional and
physical well-being Write about and solve ______ problem
Excellent partner Help in this project:
Do weekly checkin on how the relationship is rated by her
Excellent father Take daughter out for an evening to ____
Mgr of Social Arrange to go out with the Friday night
Mgr of Marketing Plan out the marketing for the year
Personal financial advisor Work on the plan for _______ and his family
Mgr of my company Prepare for and schedule:
Rate and review the work of ___
See what I can do to help
Schedule the planning sessions for the yearly plan
Mgr of material well-being Do the new budget for spending
Standard weekly tasks and activities:
Exercise __ times this week (be sure entered in calendar or moved if conflict)
