1. 2014 Personal Plan
"Creating Your Compelling Future"
TM
Name:
My top 10 "Dreams" are as follows:
Dream
Timing (In Years)
Life Balance
1.
1 3 5 7 10
P S F Ph
2.
1 3 5 7 10
P S F Ph
3.
1 3 5 7 10
P S F Ph
4.
1 3 5 7 10
P S F Ph
5.
1 3 5 7 10
P S F Ph
6.
1 3 5 7 10
P S F Ph
7.
1 3 5 7 10
P S F Ph
8.
1 3 5 7 10
P S F Ph
9.
1 3 5 7 10
P S F Ph
10.
1 3 5 7 10
P S F Ph
P = Professional
S = Spiritual
F = Family / Social
Ph = Physical
Ask yourself:
Are they measurable?
Is my dream list balanced?
Does my dream list arouse passion?
WHY?
Copyright protected document. Copyrighted 2009 by Chad Bates. All rights reserved. This document
can only be used while a subscribing member.

2. The most important aspect of the personal success planning process is to search for the
reasons why we want to achieve our particular goals.
What are your reasons that motivate you to a passionate level of ACTION!
1.
2.
3.
4.
5.
2014 Goals
My 2014 goals that will work towards accomplishment of my dreams are as follows:
Professional:
1.
2.
3.
4.
5.
Family / Social:
1.
2.
3.
4.
5.
2014 Goals (Continued)
Copyright protected document. Copyrighted 2009 by Chad Bates. All rights reserved. This document
can only be used while a subscribing member.

3. Spiritual:
1.
2.
3.
4.
5.
Physical:
1.
2.
3.
4.
5.
My income goal for 2014 is $
. To achieve this, I need to do the following
volume:
Income Goal:
$
/ Average Commission: $
=Loan Apps.(#)
(Next find your total production goal by multiplying your number of apps to your desired
average loan size, and place that number below.)
My production goal for 2014 is $______________ in _____ loans. To accomplish this, I
will achieve the following:
Avg. loan size:
Annual Production (# of loans)
Monthly Production: (#)
$__________
X_________
/ 12 =
___________ loans/month
Copyright protected document. Copyrighted 2009 by Chad Bates. All rights reserved. This document
can only be used while a subscribing member.

4. / 4.33=
Weekly Production (#)
__________ loans
To achieve this production I will receive loans from the following sources:
Source
%
Monthly #
1.
2.
3.
4.
5.
100%
=
/ 4.33
Monthly apps.
Fallout
Net apps/mo.
Net apps/wk.
Lead Sources
Source #:
I need
Source #:
I need
Source #:
I need
Source #:
I need
Type:
relationships to accomplish my goal of
Type:
relationships to accomplish my goal of
Type:
relationships to accomplish my goal of
Type:
relationships to accomplish my goal of
( ie. Realtor, Builder, Prospecting...)
loan apps/mo. from this source.
( ie. Realtor, Builder, Prospecting...)
loan apps/mo. from this source.
( ie. Realtor, Builder, Prospecting...)
loan apps/mo. from this source.
( ie. Realtor, Builder, Prospecting...)
loan apps/mo. from this source.
Copyright protected document. Copyrighted 2009 by Chad Bates. All rights reserved. This document
can only be used while a subscribing member.

5. Source #:
I need
Type:
( ie. Realtor, Builder, Prospecting...)
relationships to accomplish my goal of
Current Sources
loan apps/mo. from this source.
Prospective Sources
On a daily basis, I need to:
Daily Plan
My "Perfect Day" is as follows:
6:00am
7:00am
8:00am
9:00am
10:00am
11:00am
12:00pm
1:00pm
2:00pm
3:00pm
4:00pm
5:00pm
6:00pm
7:00pm
Copyright protected document. Copyrighted 2009 by Chad Bates. All rights reserved. This document
can only be used while a subscribing member.

6. 8:00pm
9:00pm
10:00pm
Affirmations:
I will use the following affirmations to help keep myself on track to achieve my 2014
goals...
1.
2.
3.
4.
5.
I can visualize the following on a daily basis to help keep me on track:
1.
2.
3.
4.
5.
I need the following resources to help achieve my goals in 2014:
1.
2.
3.
4.
5.
Thank you for your feedback. Let's make it happen in 2014!
Copyright protected document. Copyrighted 2009 by Chad Bates. All rights reserved. This document
can only be used while a subscribing member.

7. 8:00pm
9:00pm
10:00pm
Affirmations:
I will use the following affirmations to help keep myself on track to achieve my 2014
goals...
1.
2.
3.
4.
5.
I can visualize the following on a daily basis to help keep me on track:
1.
2.
3.
4.
5.
I need the following resources to help achieve my goals in 2014:
1.
2.
3.
4.
5.
Thank you for your feedback. Let's make it happen in 2014!
Copyright protected document. Copyrighted 2009 by Chad Bates. All rights reserved. This document
can only be used while a subscribing member.