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Developing	
  a	
  Personal
Strategic	
  Plan
Presented	
  by:
Wm.	
  (Chip)	
  Valu?s,	
  PhD
Can	
  you	
  relate?
 “I	
  have	
  too	
  much	
  to	
  do	
  and	
  not	
  enough	
  ?me	
  to	
  
do	
  it	
  all.”
 “I	
  can’t	
  find	
  the	
  balance	
  between	
  my	
  personal	
  
life	
  and	
  work.	
  When	
  I	
  take	
  ?me	
  from	
  one	
  or	
  the	
  
other,	
  it	
  just	
  makes	
  maJers	
  worse.”
 “There’s	
  simply	
  too	
  liJle	
  of	
  me	
  to	
  go	
  around.”
 “I	
  don’t	
  feel	
  in	
  control	
  of	
  my	
  life.”
 “Way	
  down	
  inside	
  I	
  have	
  this	
  empty	
  feeling.	
  It’s	
  
like	
  the	
  song,	
  ‘What’s	
  it	
  all	
  about?’”
A	
  Few	
  Examples	
  of	
  Pace
 There	
  is	
  more	
  computer	
  power	
  in	
  a	
  Dodge	
  
Neon	
  than	
  was	
  on	
  Apollo	
  Eleven.
 The	
  largest	
  private	
  employer	
  in	
  America	
  is	
  
Manpower	
  Temporaries.
 Our	
  knowledge	
  base	
  doubles	
  every	
  5	
  years.
 Half	
  of	
  all	
  Americans	
  would	
  choose	
  a	
  new	
  
line	
  of	
  work	
  if	
  they	
  had	
  a	
  chance.
earthobservatory.nasa.gov
What	
  if…
With	
  $5	
  million	
  and	
  5	
  years	
  to	
  live,
what	
  about	
  your	
  life	
  would	
  you:
Change	
   	
   Not	
  Change
southernalpha.com
Strategic	
  Planning	
  Components
Core	
  Purpose
•What	
  is	
  your	
  reason	
  for	
  being?	
  
•Why	
  do	
  you	
  exist?
•You	
  can	
  achieve	
  a	
  goal	
  or	
  
complete	
  a	
  strategy,	
  but	
  you	
  
cannot	
  fulfill	
  a	
  purpose.
•The	
  five	
  Why’s
Core	
  Values
 Values	
  you	
  hold	
  regardless	
  of	
  
whether	
  or	
  not	
  they	
  are	
  rewarded.
 Things	
  you	
  would	
  hold	
  true	
  even	
  if	
  
they	
  hurt	
  you	
  or	
  your	
  company
 They	
  stand	
  the	
  test	
  of	
  ?me
www.hooping.org
Vision	
  SeGng
Before	
  moving	
  forward,	
  let’s	
  look	
  back:
In	
  2003…
 Where	
  were	
  you?
 What	
  were	
  you	
  doing?
 What	
  were	
  you	
  earning?
 What	
  were	
  you	
  dreaming?
 What	
  were	
  you	
  planning?
In	
  2013…
 Are	
  you	
  where	
  you	
  thought	
  you’d	
  be?
 Did	
  you	
  influence	
  the	
  “ride”?
 What	
  would	
  you	
  do	
  different?
 What	
  would	
  you	
  keep	
  the	
  same?
bahaiteachings.org
Vision	
  SeGng:	
  Components	
  of	
  
A.	
  Physical
B.	
  Financial
C.	
  Rela?onships
D.	
  Professional/Career
E.	
  Lifestyle	
  Issues
F.	
  Life	
  Balance
G.	
  Legacy www.sportsinfo101.com
Vision	
  SeGng:	
  Vehicles	
  for:
4.	
  Designated	
  Time
2.	
  Commute
3.	
  Journals
1.	
  Personal	
  Retreat
www.damiandining.com
Personal	
  10-­‐Year	
  Vision
Must	
  be:
 Inspiring	
  &	
  
mo?va?ng
 Clear	
  &	
  measurable
 Challenging,	
  but	
  
realis?c
 Shared
www.orion-management.co.uk
Your	
  SWOT	
  Analysis
What	
  will	
  help	
  or	
  hurt	
  the	
  
a5ainment	
  of	
  your	
  vision?
Prerequisites	
  for	
  Change
1.	
  Awareness
2.	
  Mo?va?on/Desire
3.	
  Skills	
  and/or	
  Abili?es
4.	
  Opportunity
5.	
  Feedback
Awareness
Know	
  what	
  
I	
  know
Know	
  what	
  I	
  
don’t	
  know
Don’t	
  know	
  
what	
  I	
  know
Don’t	
  know	
  
what	
  I	
  don’t	
  
know
Competence Incompetence
Know
Don’t	
  	
  
Know
Urgent Not	
  Urgent
Important
Not	
  
Important
•Crises
•Pressing	
  Problems
•Deadline-­‐driven	
  	
  	
  	
  	
  	
  
projects,	
  mee?ngs,	
  
prepara?ons
•Prepara?on
•Preven?on
•Values	
  clarifica?on
•Planning
•Rela?onship	
  bldg.
•Interrup?ons
•Some	
  mail/reports
•Many	
  pressing	
  
maJers
•Many	
  popular	
  
ac?vi?es
•Trivia,	
  busywork
•Junk	
  mail
•Some	
  phone	
  calls
•Time	
  wasters
•“Escape”	
  ac?vi?es
Time	
  Management	
  Matrix
3-­‐Year	
  Strategic	
  ObjecUves
Specific
Measurable
Applicable
Realis?c
Time	
  Bound wpninstitute.com
The	
  TacUcal	
  Plan
 What	
  must	
  be	
  
done
 How	
  it	
  will	
  be	
  
done
 When	
  it	
  should	
  be	
  
done
 Road	
  maps,	
  results	
  
and	
  rewards www.mayoralan.com
“What”	
  must	
  be	
  done
Developmental	
  areas:
	
   1.	
  Knowledge	
  development
	
   2.	
  Skill	
  acquisi?on
	
   3.	
  Ability	
  enhancement
	
   4.	
  Personality	
  growth
“How”	
  it	
  will	
  be	
  done
Developmental	
  methods:
	
   1.	
  Specific	
  roles	
  and	
  responsibili?es
	
   2.	
  On-­‐the-­‐job	
  training	
  and	
  
exposure
	
   3.	
  Mentors	
  and	
  advisors
	
   4.	
  Extra-­‐curricular	
  ac?vi?es	
  and	
  
involvement
	
   5.	
  Formal	
  training	
  and	
  educa?on
raklogistics.com
Road	
  maps,	
  results	
  and	
  rewards
Developmental	
  requirements:
	
   1.	
  Observable	
  and	
  measurable	
  
goals	
  or	
  targets
	
   2.	
  Regular	
  feedback	
  and	
  
evalua?on
	
   3.	
  Posi?ve	
  and	
  nega?ve	
  
consequences
PuGng	
  it	
  All	
  Together
Toe	
  Holds	
  to	
  Start
•Free	
  up	
  one	
  hour	
  a	
  day	
  for	
  30	
  days	
  
and	
  use	
  that	
  ?me	
  to	
  reflect	
  on	
  what	
  
complicates	
  your	
  life	
  the	
  most.
•Take	
  a	
  day	
  a	
  
week	
  for	
  you	
  and
your	
  future.
michaelsalamey.com
24
Valu?s	
  Consul?ng	
  is	
  a	
  full	
  service	
  management	
  consultant	
  
firm.	
  	
  Our	
  approach	
  is	
  to	
  inves?gate	
  and	
  understand	
  
organiza?onal	
  issues,	
  customize	
  realis?c	
  solu?ons,	
  and	
  design	
  
prac?cal	
  strategies	
  to	
  move	
  clients	
  toward	
  their	
  specific	
  
business	
  and	
  personal	
  goals.	
  	
  Our	
  mission	
  is	
  to	
  help	
  our	
  
clients	
  unlock	
  the	
  poten?al	
  of	
  their	
  organiza?on	
  and	
  its	
  
people.	
  
Please	
  feel	
  free	
  to	
  contact	
  us	
  with	
  any	
  ques?ons	
  or	
  to	
  
schedule	
  an	
  appointment	
  to	
  discuss	
  your	
  organiza?on’s	
  
needs	
  and	
  how	
  we	
  can	
  help.	
  
(716)634-­‐2553	
  	
  	
  
	
  CHIP@VALUTISCONSULTING.COM
www.valuUsconsulUng.com	
  -­‐	
  website
www.the4thquarterman.com	
  -­‐	
  blog

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Developing a Personal Strategic Plan

  • 1. Developing  a  Personal Strategic  Plan Presented  by: Wm.  (Chip)  Valu?s,  PhD
  • 2. Can  you  relate?  “I  have  too  much  to  do  and  not  enough  ?me  to   do  it  all.”  “I  can’t  find  the  balance  between  my  personal   life  and  work.  When  I  take  ?me  from  one  or  the   other,  it  just  makes  maJers  worse.”  “There’s  simply  too  liJle  of  me  to  go  around.”  “I  don’t  feel  in  control  of  my  life.”  “Way  down  inside  I  have  this  empty  feeling.  It’s   like  the  song,  ‘What’s  it  all  about?’”
  • 3. A  Few  Examples  of  Pace  There  is  more  computer  power  in  a  Dodge   Neon  than  was  on  Apollo  Eleven.  The  largest  private  employer  in  America  is   Manpower  Temporaries.  Our  knowledge  base  doubles  every  5  years.  Half  of  all  Americans  would  choose  a  new   line  of  work  if  they  had  a  chance. earthobservatory.nasa.gov
  • 4. What  if… With  $5  million  and  5  years  to  live, what  about  your  life  would  you: Change     Not  Change southernalpha.com
  • 6. Core  Purpose •What  is  your  reason  for  being?   •Why  do  you  exist? •You  can  achieve  a  goal  or   complete  a  strategy,  but  you   cannot  fulfill  a  purpose. •The  five  Why’s
  • 7. Core  Values  Values  you  hold  regardless  of   whether  or  not  they  are  rewarded.  Things  you  would  hold  true  even  if   they  hurt  you  or  your  company  They  stand  the  test  of  ?me www.hooping.org
  • 8. Vision  SeGng Before  moving  forward,  let’s  look  back: In  2003…  Where  were  you?  What  were  you  doing?  What  were  you  earning?  What  were  you  dreaming?  What  were  you  planning?
  • 9. In  2013…  Are  you  where  you  thought  you’d  be?  Did  you  influence  the  “ride”?  What  would  you  do  different?  What  would  you  keep  the  same? bahaiteachings.org
  • 10. Vision  SeGng:  Components  of   A.  Physical B.  Financial C.  Rela?onships D.  Professional/Career E.  Lifestyle  Issues F.  Life  Balance G.  Legacy www.sportsinfo101.com
  • 11. Vision  SeGng:  Vehicles  for: 4.  Designated  Time 2.  Commute 3.  Journals 1.  Personal  Retreat www.damiandining.com
  • 12. Personal  10-­‐Year  Vision Must  be:  Inspiring  &   mo?va?ng  Clear  &  measurable  Challenging,  but   realis?c  Shared www.orion-management.co.uk
  • 13. Your  SWOT  Analysis What  will  help  or  hurt  the   a5ainment  of  your  vision?
  • 14. Prerequisites  for  Change 1.  Awareness 2.  Mo?va?on/Desire 3.  Skills  and/or  Abili?es 4.  Opportunity 5.  Feedback
  • 15. Awareness Know  what   I  know Know  what  I   don’t  know Don’t  know   what  I  know Don’t  know   what  I  don’t   know Competence Incompetence Know Don’t     Know
  • 16. Urgent Not  Urgent Important Not   Important •Crises •Pressing  Problems •Deadline-­‐driven             projects,  mee?ngs,   prepara?ons •Prepara?on •Preven?on •Values  clarifica?on •Planning •Rela?onship  bldg. •Interrup?ons •Some  mail/reports •Many  pressing   maJers •Many  popular   ac?vi?es •Trivia,  busywork •Junk  mail •Some  phone  calls •Time  wasters •“Escape”  ac?vi?es Time  Management  Matrix
  • 18. The  TacUcal  Plan  What  must  be   done  How  it  will  be   done  When  it  should  be   done  Road  maps,  results   and  rewards www.mayoralan.com
  • 19. “What”  must  be  done Developmental  areas:   1.  Knowledge  development   2.  Skill  acquisi?on   3.  Ability  enhancement   4.  Personality  growth
  • 20. “How”  it  will  be  done Developmental  methods:   1.  Specific  roles  and  responsibili?es   2.  On-­‐the-­‐job  training  and   exposure   3.  Mentors  and  advisors   4.  Extra-­‐curricular  ac?vi?es  and   involvement   5.  Formal  training  and  educa?on raklogistics.com
  • 21. Road  maps,  results  and  rewards Developmental  requirements:   1.  Observable  and  measurable   goals  or  targets   2.  Regular  feedback  and   evalua?on   3.  Posi?ve  and  nega?ve   consequences
  • 22. PuGng  it  All  Together
  • 23. Toe  Holds  to  Start •Free  up  one  hour  a  day  for  30  days   and  use  that  ?me  to  reflect  on  what   complicates  your  life  the  most. •Take  a  day  a   week  for  you  and your  future. michaelsalamey.com
  • 24. 24 Valu?s  Consul?ng  is  a  full  service  management  consultant   firm.    Our  approach  is  to  inves?gate  and  understand   organiza?onal  issues,  customize  realis?c  solu?ons,  and  design   prac?cal  strategies  to  move  clients  toward  their  specific   business  and  personal  goals.    Our  mission  is  to  help  our   clients  unlock  the  poten?al  of  their  organiza?on  and  its   people.   Please  feel  free  to  contact  us  with  any  ques?ons  or  to   schedule  an  appointment  to  discuss  your  organiza?on’s   needs  and  how  we  can  help.   (716)634-­‐2553        CHIP@VALUTISCONSULTING.COM www.valuUsconsulUng.com  -­‐  website www.the4thquarterman.com  -­‐  blog