1. No category

Randall Scott Rogers
Founder, Personal Strategy Institute
What is Personal Strategy?
Part I - Recap
•
•
•
•
We learned…
–
That the essence of Personal Strategy is to help us move from our present position in life to
a more desirable, but uncertain, future position
–
That some of the benefits of having a personal strategy is that we are able to achieve our
goals faster, with reduced effort and that we are enabled to maximize the personal,
professional, and financial potential that life offers
–
What a Personal Strategy Map is and that a PSM is composed of four components: The Life
Experience, The Inner Soul, Life Pathways, and Commitments
–
That the four components of a PSM are interconnected in a series of deliberate cause-andeffect relations that establish a “chain of linkage”
–
About each component discussing finer points about what The Life Experience, The Inner
Soul, Life Pathways, and Commitments really mean
Then we discussed the PSM Framework and how the framework brings together all
the components of a PSM to form high-level personal strategy
Finally, we looked at a sample Personal Strategy Map noting certain observations
about the sample strategy and then concluded Part I by summarizing why we need a
personal strategy
Which brings us current, to discuss in Part II, what is a Personal Strategic Theme?
Introduction to Personal Strategic Themes
•
In Part I, we learned how to define the „what‟ of personal strategy using a
Personal Strategy Map. Now, in Part II, we learn how to define the „how‟ of
personal strategy
•
To do this, we utilize another framework from the personal strategy toolbox:
a Personal Strategic Theme (PST)
•
A PST is a companion framework to the PSM used to help define, organize,
and document tactical level details to achieve a goal
•
In Part II, you will learn that PSTs represent our „theories of success‟; of
how vision becomes reality. In short, they are our plans to which, and with
which, we greet each day
PSTs represent ‘pieces’ of our Personal Strategy - I
• The word „theme‟ in Personal Strategic Themes represents, equates
to a specific inner soul goal
• For example, if on our PSM one of our goals was to „be
exceptionally fit‟ then this goal would become a „theme‟ of a PST
• Further, the PST would reflect content (i.e., strategy) related to
achieving only this goal
• Consequently, if we view a PSM as a tool to help define and
communicate our entire personal strategy, we can view a PST as a
tool to help define and communicate a piece of our personal strategy
PSTs represent ‘pieces’ of our Personal Strategy - II
Personal Strategy Map
My Quality of Life
The Life Experience
Family
Profession
Wellness
Professional
Success
Be a Great Parent
Be Very Wealthy
Be a Teacher
The Inner Soul
Life Pathways
Personal
Wellness
Be Exceptionally Fit
Family
Stability
Start My Own Business
Financial
Independence
Financial
Leisure
Life Management
Physical Commitment
+
PST:
PST:
PST:
+
PST:
Mental Commitment
PST:
Commitments
Resource Commitment
PST‟s represent „pieces‟ of our personal strategy each focused on achieving a single Inner Soul Goal
Portfolio of Personal Strategic Themes
Personal Strategy Map
Maximize
Quality of Life
The Life
Experience
Financial Independence
Family Stability
• High net worth
• Maximize earning power
• Low personal debt
• Open communication
• Strong family bond
• Maintain sense of ‘home’
Personal Wellness
Professional Success
• Live a long life
• Spiritual happiness
• Support self & family
• Attain world-class status
• Recognition and respect
• High income
What I Want In Life and From Life At This Point In My Life
The Inner
Soul
Want to be
physically fit
Want to be a great
father and
husband
Family
Dedicate ‘family time’
Plan family events
Plan alone time with spouse
Put others needs first
Perform home maintenance
Coach children’s sports teams
Plan family vacation
Life
Pathways
Want to be a
successful
business owner
Want to help improve
the quality of life
for others
Want to retire at age 55
The Activities I Must Perform To Achieve My Inner Soul Goals
Professional
Wellness
Financial
Add to knowledge, skills, and
capability in current career
Develop professional vision
Develop business plan for
new business opportunity
Conduct research related to
new business opportunity
Exercise regularly
Eat healthy foods
Acquire knowledge of healthy
living practices
Volunteer time/money
Participate in church events
Practice meditation
Seek spiritual guidance
Want to have a home in
the hills of Mission Bay
Leisure
Fund startup of new company
Reduce personal debt
Maintain current employment
Develop new home fund
Manage financial portfolio
Dedicate rest time
Volunteer time/money
Plant a garden
Plan dream home
My Inner Soul Goals
Life Management Activities
Wa nt to be
physica lly fit
Monitor Results
Adapt to Change
Wa nt to be a
successful Mental Commitment
Commitments
business owner
Reflect on Life
Converse with Soul
Assess Personal Strategy
Wa nt to help improve the
Resource
Commitment
qua lity
of life for others
• Commit to ‘pay the price’
• Commit to success
• Commit to goals spiritually
Wa nt to be a
grea t fa ther/
husba nd
+
Physical Commitment
• Commit to commit
• Commit to life’s pathways
• Commit to monitoring/managing life
+
• Commit to allocate time
• Commit to allocate resources
• Commit to self-accountability
Wa nt to retire
a t a ge 55
Personal Strategic Theme
Personal Strategic Theme
living practices
through exercise/
 Live longer
week
Monitor results
 Remain youthful/mobile
 # hours acquiring
Adapt workout
schedule independence
and
 Maintain
knowledge of
eating regimen based on results
healthy living
and feedback
 Lose weight
 Body weight

practices/week
Reflect/assess personal strategy
 Increase muscle tone
 Be exceptionally fit
 Avoid high-sugar/high-carb
 # hours allocated to
 5
 Look good in a bathing suit
foods
aerobic/strength
 Keep goal top-of-mind
 Avoid high-sugar foods
 Allocate time to exercise
training exercise/
 Maintain top-of-mind presence
 See myself as I am - out
week
 Avoid high-carb foods
 Allocate funds to purchase
of inner soul goal
of shape
exercise equipment/
 Monitor results to refine
 Allocate time to exercise
clothes
 Commit to exercise
personal strategy
 Exercise
regularly
 # workouts/week

 Allocate funds
to purchase
 Allocate funds to purchase
 Commit to eating good
 Maintain exercise schedule
Eat
dietary food/ supplements
Exercise
dietary food/supplements
 Eat healthyfoods

foods
Minimize insurance costs # carbs/day
Healthy
 Maintain personal reviews
Regularly
 Allocate funds
to purchase
 Acquire
knowledge
of healthy

 Commit to success
 Actively
support self and
kids# calories burned
Wellness
Family Foods workout
Financial
equipment
clothes
livingand
practices
through exercise/

 Improve health
Mental
Physical Benefit
Resource
Benefit
Benefit
week
 Monitor results
 Live longer
Acquire
 # hours acquiring
 Adapt workout
scheduleyouthful/mobile
and
 Remain
Adapt to
Monitor
Knowledge of
knowledge of
eating regimen based on results
 Maintain independence
Change
Results
Healthy Living
healthy living
and feedback
Practices
practices/week
 Reflect/assess personal strategy
 Lose weight
 Body weight
Be
 Increase muscle tone
 Avoid high-sugar/high-carb
 # hours allocated to

exceptionally
 Be exceptionally fit
foods
aerobic/strength
fit
 Look good in a bathing suit training exercise/
 Keep goal top-of-mind
 Avoid high-sugar foods
 Allocate time to exercise
 Maintain top-of-mind presence
 See myself as I am - out
week
 Avoid high-carb foods
 Allocate funds to purchase
of inner soul goal
INNER SOUL
GOAL
Adapt to
Change
Acquire
Knowledge of
Healthy Living
Practices


Personal Strategic Theme
Monitor
Results
Be
exceptionally
fit

ePERSONAL STRATEGY MAP
LIFE PATHWAYS
 Commit to success
COMMITMENTS
Mental
 Monitor results to refine
personal strategy
 Allocate time to exercise
 Allocate funds to purchase
dietary food/supplements
 Exercise regularly
Eat
 Allocate funds
to purchase
 Eat
healthy foods
Healthy
workout equipment
and knowledge
clothes
 Acquire
of healthy
Foods
Resource
living practices
 Monitor results
Acquire
 Adapt workout schedule and
Monitor
Knowledge of
eating regimen based on results
Results
Healthy Living
and feedback
Practices
 Reflect/assess personal strategy
 Allocate funds to purchase
dietary food/ supplements
 Maintain personal reviews
Physical
Adapt to
Change

 Keep goal top-of-mind
 Avoid high-sugar foods
 Allocate time to exercise
 See myself as I am - out
of shape
 Avoid high-carb foods
 Allocate funds to purchase
exercise equipment/
clothes
 Commit to exercise
 Commit to eating good
foods
 Commit to success
Mental
Target
4
<90
3,000
2
 Monitor results to refine
personal strategy
 Maintain exercise schedule
 Allocate funds to purchase
dietary food/ supplements
 Maintain personal reviews
Physical




Resource
Avoid high-sugar/high-carb
foods
Maintain top-of-mind presence
of inner soul goal
Allocate time to exercise
Allocate funds to purchase
dietary food/supplements
Allocate funds to purchase
workout equipment and clothes





INNER SOUL
GOAL
 $125

5
# workouts/week
# carbs/day
# calories burned
through exercise/
week
# hours acquiring
knowledge of
healthy living
practices/week




# hours allocated to
aerobic/strength
training exercise/
week

Initiative
4
<90
3,000
2
5
Minimize insurance costs
Actively support self and kids
Improve health
Live longer
Remain youthful/mobile
Maintain independence




Lose weight
Increase muscle tone
Be exceptionally fit
Look good in a bathing suit
 $200
 $125
 $175
 $125
$ 625
Exercise
Regularly

Be
exceptionally
Keep goal top-of-mind
fit
 See myself as I am - out
of shape
 Commit to exercise
 Commit to eating good
foods
 Commit to success
Adapt to
Change
Mental
Monitor
Results

 Avoid high-sugar foods
 Allocate time to exercise
 Allocate funds to purchase
exercise equipment/
clothes
Mental
 Monitor results to refine
personal strategy
 Maintain exercise schedule
 Allocate funds to purchase
dietary food/ supplements
 Maintain personal reviews
Physical
Measure
 Lose weight
 Body weight
 Increase muscle
 tone
Avoid high-sugar/high-carb

 Be exceptionally fitfoods
 Avoid high-sugar foods
 Allocate time to exercise
Maintain
 Look good in abathing
suit top-of-mind presence
 Avoid high-carb foods
 Allocate funds to purchase
of inner soul goal
exercise equipment/
 Monitor results to refine
 Allocate time to exercise
clothes
personal strategy
 Allocate funds to purchase
 Allocate funds to purchase
 Maintain exercise schedule
dietary food/ supplements
dietary food/supplements
 Maintain personal reviews
 Exercise regularly

#
workouts/week
 Allocate funds to purchase
Eat
 Eat healthy foods workout equipment and
 clothes
# carbs/day
Healthy
Physical
Resource
 Acquire knowledge of healthy
 # calories burned
Foods
living practices
through exercise/
week
 Monitor results
Acquire
 # hours acquiring
 Adapt workout schedule and
Knowledge of
knowledge of
eating regimen based on results
Healthy Living
healthy living
and feedback
Practices
practices/week
 Reflect/assess personal strategy
 Avoid high-carb foods
 Commit to success
Target
Initiative
Budget
 $200
 $125
 $175
 $125
Budget
Identify and eliminate foods
‘Thrive and Alive 
at 205’
that are not part of healthy
# workouts/week
 4
living plan
 Financial Tasks
# carbs/day
 <90
 Plan time for daily/weekly
 $200
# calories burned
 3,000  Obtain health-club reflection
membership
through exercise/
 2
 Plan time to read healthy
 Purchase home gym
week
living literature  $125
equipment (sit-up bench,
# hours acquiring
 Create life-aids to keep my
stretch mat, dumbbells)
knowledge of
 200 lbs
goal top-of-mind
in my
and
$175
 Purchase exercise gear and
healthy living
(loss of 40 lbs)
face
shoes
practices/week
 Plan weekly exercise
 $125
 Purchase initial supply of
schedule/calendar
dietary food/supplements
 Communicate to others my
# hours allocated to
 5
goal and ask for support
aerobic/strength
 Non-Financial Tasks
training exercise/
 Identify and eliminate foods
week
that are not part of healthy
 4
living plan
 <90
 Plan time for daily/weekly
 3,000 ‘Thrive and Alive at 205’
reflection
 2
 Financial Tasks Plan time to read healthy
living literature
Total Budget
 Obtain health-club
 $200
membership  Create life-aids to keep my
goal top-of-mind and in my
 Purchase home gym
 $125
face
equipment (sit-up bench,
 Plan weekly exercise
stretch mat, dumbbells)
schedule/calendar
 200 lbs
 $175
 Purchase exercise gear and
(loss of
 Communicate to others my
# hours allocated
to 40 lbs) 5
shoes
goal and ask for
support
aerobic/strength
$125
 Purchase initial supply of
training exercise/
dietary food/supplements
week
PERSONAL SCORECARD
Goals
 Keep goal top-of-mind
 Commit to exercise
ACTION PLAN
(loss of 40 lbs)
Measure
 Financial Tasks
 Obtain health-club
membership
 Purchase home gym
equipment (sit-up bench,
stretch mat, dumbbells)
 Purchase exercise gear and
shoes
 Purchase initial supply of
dietary food/supplements
 Non-Financial Tasks
 See myself as I am - out
of shape
 Commit to eating good
foods
Initiative
‘Thrive and Alive at 205’
 Minimize insurance costs
 Actively support
and kids
 self
Exercise
regularly

Wellness
Family
Financial
Eat
Exercise
 Improve health Eat healthy foods

Benefit
Benefit
Benefit
Healthy
Regularly

Live longer  Acquire knowledge of healthy

Foods
living practices
 Remain youthful/mobile
 Monitor results
 Maintain independence
Acquire

 Adapt workout schedule and
Adapt to
Monitor
Knowledge of
eating regimen based
on results
 Lose weight
Body weight
Change
Results
Healthy Living
and
feedback
Be
 Increase muscle tone
Practices
 Reflect/assess personal strategy
exceptionally
 Be exceptionally fit
fit
 Look good in a bathing suit
 Avoid high-sugar/high-carb

foods
 Keep goal top-of-mind
 Avoid high-sugar foods
 Allocate time to exercise
 Maintain top-of-mind presence
 See myself as I am - out
 Avoid high-carb foods
 Allocate funds to purchase
of inner soul goal
of shape
exercise equipment/
 Exercise regularly
 # workouts/week
 Monitor results to refine
 Allocate time to exercise
clothes
 Commit to exercise
personal strategy Eat
Exercise
 Eat healthy foods
 # carbs/day
 Allocate funds to purchase
 Allocate funds to purchase
Healthy
 Commit to eating good
 Maintain exercise
 schedule
Minimize
insurance
costs knowledge of healthy
Regularly
dietary
food/
 supplements
Acquire
 # calories burned
dietary food/supplements
Foods
foods
 Maintain personal
 reviews
Actively support self
and practices
kids
living
through
exercise/
 Allocate funds to purchase
Family
Financial
 Commit to success
week
 Improve health Monitor results
workout equipment and clothes
Benefit
Benefit
Mental
Physical
Acquire
 # hours acquiring
 Live longer Resource
 Adapt workout schedule and
Adapt to
Monitor
Knowledge
of
knowledge of
eating regimen based on results
 Remain
youthful/mobile
Change
Results
Healthy Living
healthy living
and feedback
 Maintain independence
Practices
practices/week
 Reflect/assess personal strategy
Theme: Be exceptionally fit
Wellness
Benefit
ACTION PLAN
Target
 Body
weight
 200 lbs
PERSONAL
SCORECARD
Goals
ePERSONAL STRATEGY MAP
Budget
 Non-Financial Tasks
 Identify and eliminate foods
that are not part of healthy
living plan
 Plan time for daily/weekly
Total
Budget
$ 625
reflection
 Plan time to read healthy
living literature
 Create life-aids to keep my
goal top-of-mind and in my
face
 Plan weekly exercise
schedule/calendar
 Communicate to others my
goal and ask for support
Total Budget
Be
exceptionally
fit
Measure






Personal Strategic Theme
 $175
 $125
ACTION
PLAN
reflection
Financial
Tasks
Budget
 Total
Plan time
toread
healthy
$ 625
 Obtain health-club
living literature
 Create life-aidsmembership
to keep my
 Purchase
home gym
goal top-of-mind
and in my
equipment (sit-up bench,
face
stretch mat, dumbbells)
 Plan weekly exercise
200 lbs
 Purchase exercise gear and
(loss of 40 lbs) schedule/calendar
shoes
 Communicate to others my
goal and askforPurchase
support initial supply of
dietary food/supplements
exercise equipment/
clothes
 Maintain exercise schedule
Exercise
Regularly
 $200
 Non-Financial Tasks
 Identify and eliminate foods
that are not part of healthy
living plan
‘Thrive
and Alive at 205’
 Plan time for
daily/weekly
Measure
LIFE
EXPERIENCE
INNER SOUL
GOAL
of shape
 Commit to exercise
 Commit to eating good
foods
 Plan time for daily/weekly
 Financial Tasks
reflection
 Obtain health-club
 Plan time to read healthy
membership
living literature
 Purchase home gym
 Create life-aids to keep my
equipment (sit-up bench,
goal top-of-mind and in my
stretch mat, dumbbells)
face
200 lbs
 Purchase exercise gear and
 Plan weekly exercise
(loss of 40 lbs)
shoes
schedule/calendar
 Purchase initial supply of
 Communicate to others my
dietary food/supplements
goal and ask for support
PERSONAL SCORECARD
Goals
Theme: Be exceptionally fit
 Identify and eliminate foods
that are not part of healthy
‘Thrive and Alive at 205’
living plan
LIFE
EXPERIENCE
4
<90
3,000
2
Financial
Benefit
Theme: Be exceptionally fit
Budget
INNER SOUL
GOAL




 $125
Initiative
Non-Financial Tasks
Family
Benefit
ePERSONAL STRATEGY MAP
 $175
LIFE
EXPERIENCE
# workouts/week
# carbs/day
 $125
ACTION PLAN
LIFE PATHWAYS
Exercise regularly
 Minimize insurance costs
Eat healthy foods

Target

Wellness
Benefit
Personal Strategic Theme
INNER SOUL
GOAL


Measure
 Actively support self and kids
Financial
 Acquire knowledge
of healthy
 # calories burned
 Improve
health
Benefit
FamilyHealthy
Benefit Foods
Wellness
Benefit
200 lbs
(loss SCORECARD
of 40 lbs)
PERSONAL
Goals
Eat
Exercise
Regularly

Body weight
 $200
COMMITMENTS

Goals
Theme: Be exceptionally fit
LIFE
EXPERIENCE
 Financial Tasks
 Obtain health-club
membership
 Purchase home gym
equipment (sit-up bench,
stretch mat, dumbbells)
 Purchase exercise gear and
shoes
 Purchase initial supply of
dietary food/supplements
PERSONAL SCORECARD
ePERSONAL STRATEGY MAP
Budget
LIFE PATHWAYS
Be exceptionally fit
Look good in a bathing suit
Initiative
COMMITMENTS
LIFE
EXPERIENCE
Lose weight


Theme: Be exceptionally fit
LIFE
EXPERIENCE
INNER SOUL
GOAL

Target
‘Thrive and Alive at 205’
 Increase muscle
tone
ePERSONAL STRATEGY
MAP
Be
exceptionally
fit
LIFE PATHWAYS
LIFE PATHWAYS
Financial
Benefit
Minimize insurance costs
Actively support self and kids
Improve health
Live longer
Remain youthful/mobile
Maintain independence
Personal Strategic Theme
COMMITMENTS
COMMITMENTS
Family
Benefit
Measure






LIFE PATHWAYS
Goals
Theme: Be exceptionally fit
ACTION PLAN
COMMITMENTS
PERSONAL SCORECARD
ePERSONAL STRATEGY MAP
Wellness
Benefit
Wa nt a home in the
hills of Mission Ba y
The Commitments I Must Make & Keep To Sustain Life’s Work




Resource
Portfolio of Personal Strategic Themes
Avoid high-sugar/high-carb
foods
Maintain top-of-mind presence
of inner soul goal
Allocate time to exercise
Allocate funds to purchase
dietary food/supplements
Allocate funds to purchase
workout equipment and clothes

# hours allocated to
aerobic/strength
training exercise/
week
Target




4
<90
3,000
2

5
ACTION PLAN
Initiative
 Non-Financial Tasks
 Identify and eliminate foods
that are not part of healthy
living plan
 Plan time for daily/weekly
reflection
 Plan time to read healthy
living literature
 Create life-aids to keep my
goal top-of-mind and in my
face
 Plan weekly exercise
schedule/calendar
 Communicate to others my
goal and ask for support
Total Budget
Budget
Total Budget
$ 625
$ 625
$ 625
Personal Strategy Map vs. Personal Strategic Theme
Notable Differences
•
•
Knowing the purposes of and differences between a PSM and a PST is important, as
we need both frameworks to define personal strategy
PSTs derive from PSMs and, therefore, like a PSM, are comprised of parts that work
together as a system to achieve our goals
Personal Strategy Map
Personal Strategic Theme
Communicates our entire personal strategy
Communicates a piece of our personal strategy
Reflects all our inner soul goals
Reflects one inner soul goal
Reflects high-level activities to achieve all our
inner soul goals
Reflects specific activities to achieve a single
inner soul goal
Reflects high-level commitments to achieve all
inner soul goals
Reflects specific commitments to achieve a
single inner soul goal
We create one PSM
We create many PSTs
Represents whole (of personal strategy)
Represents part (of personal strategy)
Is the parent document
Is the child document
Components of a Personal Strategic Theme
•
Embedded Personal Strategy Map (ePSM)
– Details precise strategy to achieve a single inner soul goal
– Reflects both visual and textual depiction of strategy
•
Personal Scorecard
– Details performance measures to monitor our progress
– Tells us if our personal strategy is working
•
Action Plan
– Details specific initiatives and tasks to execute strategy
– Represents our „opening moves‟
•
As with the PSM, it is through purposeful cause and effect relations
between the components of a Personal Strategic Theme that enable it to
serve as a roadmap to achieve your goals
Personal Strategic Theme
A Roadmap to Achieve Your Goals
Personal Strategic Theme
A Roadmap to Achieve Your Goals
The Life Experience
The quality of my life;
the totality that is my life
PST’s execute
our personal
strategy (PSM)
Personal
Strategic
Theme
PST’s drive the
life experience
Personal Strategy Map
Inner Soul Goal
Inner Soul Goal
The inner soul goal provides context
(i.e., theme) for defining
single-goal strategy
ePSM
The embedded personal strategy map details
the strategy to achieve an inner soul goal
Personal Scorecard
Action Plan
The personal scorecard details
performance measures to monitor
our progress
The action plan details specific initiatives
and tasks to execute strategy
Component: Embedded Personal Strategy Map
(ePSM)
ePersonal Strategy Map
Single-Goal
Strategy
+
Support Goals
• When creating Embedded Personal Strategy Maps, our focus is to define strategy to
achieve a single inner soul goal
• We do this as each inner soul goal is unique and, therefore, requires its own strategy
• The ePSM serves as a container to define, organize, and document strategy to achieve
a single goal
• The components of an ePSM are the same as those that comprise our parent PSM with
one additional component*
–
–
–
–
Inner soul goal
Life pathways
Commitments
Support goals*
What are Support Goals?
• Support goals…
– Short-term, intermediate goals
– Less significant, but no less important, goals
– Drive our longer-term, primary inner soul goal
• An example…
– Suppose you had a goal to „start your own business‟. What would be some
short-term, intermediate goals to drive your primary goal
•
•
•
•
•
•
•
•
Develop business plan
Incorporate business
Develop product/service
Establish a line-of-credit
Develop marketing materials
Develop website/social media sites
Develop press release
Launch product/service
• The significance, relevance of support goals is such that if we
achieve our support goals, we will, by default, achieve our inner soul
goal
Component: Personal Scorecard - I
Personal Scorecard
Performance
Measures
+
Target
Values
• We use performance measures to obtain feedback and to indicate progress with
achieving our inner soul goal and support goals
• For example, if your inner soul goal is „be exceptionally fit‟, you might define the
following performance measures to indicate progress with achieving this goal:
–
–
–
–
–
–
# pounds weight lost/week
# times exercised/week
# hours exercised/week
# calories consumed/day
# calories burned exercising/week
# hours acquiring knowledge of healthy living practices/week
• By tracking the measures above, we can evaluate whether our strategy (e.g. ePSM) to
become exceptionally fit is working
Component: Personal Scorecard - II
• For example, we may discover that…
–
–
–
–
Carbohydrate intake has no bearing on our fitness
Certain foods cause weight gain whereas others do not
Unless we exercise 10 hrs/week, we do not lose weight
Etc…
• In addition to identifying performance measures, we must also define target values for
each measure
–
–
Target values represent a goal to which to strive for each measure
For example, we may specify a target value of [1,500] calories for the performance
measure [# calories consumed/day] OR specify a target value of [5] for the performance
measure [# times exercised/week]
• Regarding measures, we must define measures judiciously so as not to overburden
ourselves with busy work
–
–
–
Limit the number of performance measures to between 3-5 for each inner soul goal
If you have (6) inner soul goals, you may have upwards of 30 performance measures
across your entire personal strategy
Tracking, recording, and analyzing performance measures requires time, YOUR time;
therefore, try to determine the „vital few‟ measures that will serve as the best personal
progress meters to drive goal achievement
Component: Action Plan
Action Plan
Initiatives
+
Budgets
• Our action plan is comprised of two components: initiatives and budgets
– Initiatives are comprised of tasks (specific actions we perform to achieve our goals)
• Initiatives are the mechanisms by which we execute our personal strategy
• For example, if I had an inner soul goal to „be exceptionally fit‟ by reaching a weight of
205 lbs, I might define an initiative called: „Thrive and Alive at 205‟
– Tasks might include:
» Obtain gym membership
» Hire personal trainer
» Purchase exercise gear
» Enroll in nutrition education class
» Create exercise calendar
Key Components of Personal Strategy
Summary Level
Personal Strategic Theme Components - Summary Level
Cause-and-Effect Relationships
Inner Soul Goal
Defines the chain of logic by which we achieve
a goal through the coordinated thinking and
acting of an ePSM, Personal Scorecard, and
Action Plan. The power in applying this
framework comes from knowing hidden cause
and effect linkages exist between components.
My
Inner Soul Goal
ePersonal Strategy Map
Single-Goal
Strategy
+
Support Goals
+
Target
Values
+
Defines the performance measures and target
values to indicate progress with achieving our
support goals and inner soul goal.
Action Plan
Action Plan
Initiatives
Defines strategy to achieve a single inner soul
goal by identifying the activities, commitments,
and support goals in a system of interconnected
components.
Personal Scorecard
Personal Scorecard
Performance
Measures
Embedded Personal Strategy Map
Budgets
Defines the initiatives, tasks, and budgets
(‘opening moves’) to achieve both support goals
and our inner soul goal.
How to Document Personal Strategy (Revisited)
PST Framework
Personal Strategic Theme Framework
ePERSONAL STRATEGY MAP
Goals
Dimension of
Life
Experience
COMMITMENTS
LIFE PATHWAYS
INNER SOUL
GOAL
LIFE
EXPERIENCE
Theme: [ Your Inner Soul Goal ]
Dimension of
Life
Experience
PERSONAL SCORECARD
Measure
Target
ACTION PLAN
Initiative
Budget
Dimension of
Life
Experience
Your
Inner Soul Goal
Activity
Activity
Activity
Activity
The Goals component
contains our inner soul
goal and supporting
goals
The Personal Scorecard
component contains
personal performance
measures and target values
to indicate progress towards
achieving our goals
The Action Plan
component details how
to execute personal
strategy via initiatives,
tasks, and budgets
(i.e., ‘opening moves’)
Activity
Mental, physical, and resource
commitments to sustain life’s work
Mental
Physical
Resource
Total Budget
$ xxx
PST Framework Interdependencies
PST Framework Interdependencies
1
Inner Soul Goal
(‘theme’)
5
2
3
Personal Scorecard
6
5
ePSM
Action Plan
4
Defining PST Components Occurs Left to Right
Personal Strategic Theme
A Sample Personal Strategy for Living
Personal Strategic Theme
ePERSONAL STRATEGY MAP
Goals
COMMITMENTS
LIFE PATHWAYS
INNER SOUL
GOAL
LIFE
EXPERIENCE
Theme: Be exceptionally fit
Wellness
Benefit
Family
Benefit
Financial
Benefit
Be
exceptionally
fit
Eat
Healthy
Foods
Exercise
Regularly
Adapt to
Change
Monitor
Results
Acquire
Knowledge of
Healthy Living
Practices






Minimize insurance costs
Actively support self and kids
Improve health
Live longer
Remain youthful/mobile
Maintain independence




Lose weight
Increase muscle tone
Be exceptionally fit
Look good in a bathing suit







 Keep goal top-of-mind
 Avoid high-sugar foods
 Allocate time to exercise
 See myself as I am - out
of shape
 Avoid high-carb foods
 Allocate funds to purchase
exercise equipment/
clothes
 Commit to exercise
 Commit to eating good
foods
 Commit to success
Mental
 Monitor results to refine
personal strategy
 Maintain exercise schedule
 Allocate funds to purchase
dietary food/supplements
 Maintain personal reviews
Physical
PERSONAL SCORECARD




Resource
Measure
Target
ACTION PLAN
Initiative
Budget
‘Thrive and Alive at 205’

Exercise regularly
Eat healthy foods
Acquire knowledge of healthy
living practices
Monitor results
Adapt workout schedule and
eating regimen based on results
and feedback
Reflect/assess personal strategy



Avoid high-sugar/high-carb
foods
Maintain top-of-mind presence
of inner soul goal
Allocate time to exercise
Allocate funds to purchase
dietary food/supplements
Allocate funds to purchase
workout equipment and clothes


Body weight

200 lbs
(loss of 40 lbs)
# workouts/week
# carbs/day
# calories burned
through exercise/
week
# hours acquiring
knowledge of
healthy living
practices/week




4
<90
3,000
2
# hours allocated to
aerobic/strength
training exercise/
week

5
 Financial Tasks
 Obtain health-club
membership
 Purchase home gym
equipment (sit-up bench,
stretch mat, dumbbells)
 Purchase exercise gear and
shoes
 Purchase initial supply of
dietary food/supplements
 $200
 $125
 $175
 $125
 Non-Financial Tasks
 Identify and eliminate foods
that are not part of healthy
living plan
 Plan time for daily/weekly
reflection
 Plan time to read healthy
living literature
 Create life-aids to keep my
goal top-of-mind and in my
face
 Plan weekly exercise
schedule/calendar
 Communicate to others my
goal and ask for support
Total Budget
$ 625
Sample PST: ePSM Component - I
ePERSONAL STRATEGY MAP
Wellness
Benefit
COMMITMENTS
LIFE PATHWAYS
INNER SOUL
GOAL
LIFE
EXPERIENCE
Theme: Be exceptionally fit
Family
Benefit
Financial
Benefit
Be
exceptionally
fit
Eat
Healthy
Foods
Exercise
Regularly
Acquire
Knowledge of
Healthy Living
Practices
Adapt to
Change
Monitor
Results
 Keep goal top-of-mind
 Avoid high-sugar foods
 Allocate time to exercise
 See myself as I am - out
of shape
 Avoid high-carb foods
 Allocate funds to purchase
exercise equipment/
clothes
 Commit to exercise
 Commit to eating good
foods
 Commit to success
Mental
 Monitor results to refine
personal strategy
 Maintain exercise schedule
 Allocate funds to purchase
dietary food/supplements
 Maintain personal reviews
Physical
Resource
Sample PST: ePSM Component - II
ePERSONAL STRATEGY MAP
Goals
Wellness
Benefit
COMMITMENTS
LIFE PATHWAYS
INNER SOUL
GOAL
LIFE
EXPERIENCE
Theme: Be exceptionally fit
Family
Benefit
Financial
Benefit
Be
exceptionally
fit
Eat
Healthy
Foods
Exercise
Regularly
Adapt to
Change
Monitor
Results
Acquire
Knowledge of
Healthy Living
Practices
 Keep goal top-of-mind
 Avoid high-sugar foods
 Allocate time to exercise
 See myself as I am - out
of shape
 Avoid high-carb foods
 Allocate funds to purchase
exercise equipment/
clothes
 Commit to exercise
 Monitor results to refine
personal strategy
 Commit to eating good
foods
 Maintain exercise schedule
 Commit to success
Mental
 Allocate funds to purchase
dietary food/supplements
 Maintain personal reviews
Physical
Resource






Minimize insurance costs
Actively support self and kids
Improve health
Live longer
Remain youthful/mobile
Maintain independence




Lose weight
Increase muscle tone
Be exceptionally fit
Look good in a bathing suit
 Exercise regularly
 Eat healthy foods
 Acquire knowledge of healthy
living practices
 Monitor results
 Adapt workout schedule and
eating regimen based on results
and feedback
 Reflect/assess personal strategy
 Avoid high-sugar/high-carb
foods
 Maintain top-of-mind presence
of inner soul goal
 Allocate time to exercise
 Allocate funds to purchase
dietary food/supplements
 Allocate funds to purchase
workout equipment and clothes
Sample PST: Personal Scorecard Component - I
ePERSONAL STRATEGY MAP
Goals
COMMITMENTS
LIFE PATHWAYS
INNER SOUL
LIFE
GOAL
EXPERIENCE
Theme: Be exceptionally fit
Wellness
Benefit
Family
Benefit
Financial
Benefit
Be
exceptionally
fit
Eat
Healthy
Foods
Exercise
Regularly
Adapt to
Change
Monitor
Results
Acquire
Knowledge of
Healthy Living
Practices
 Keep goal top-of-mind
 Avoid high-sugar foods
 Allocate time to exercise
 See myself as I am - out
of shape
 Avoid high-carb foods
 Allocate funds to purchase
exercise equipment/
clothes
 Commit to eating good
foods
 Commit to success
Mental
 Monitor results to refine
personal strategy
 Maintain exercise schedule
 Allocate funds to purchase
dietary food/supplements
 Maintain personal reviews
Physical
Target
Minimize insurance costs
Actively support self and kids
Improve health
Live longer
Remain youthful/mobile
Maintain independence




Lose weight
Increase muscle tone
Be exceptionally fit
Look good in a bathing suit

Body weight

200 lbs
(loss of 40 lbs)



Exercise regularly
Eat healthy foods
Acquire knowledge of healthy
living practices
Monitor results
Adapt workout schedule and
eating regimen based on results
and feedback
Reflect/assess personal strategy



# workouts/week
# carbs/day
# calories burned
through exercise/
week
# hours acquiring
knowledge of
healthy living
practices/week




4
<90
3,000
2
Avoid high-sugar/high-carb
foods
Maintain top-of-mind presence
of inner soul goal
Allocate time to exercise
Allocate funds to purchase
dietary food/supplements
Allocate funds to purchase
workout equipment and clothes

# hours allocated to
aerobic/strength
training exercise/
week

5







Resource
Measure







 Commit to exercise
PERSONAL SCORECARD

Sample PST: Personal Scorecard Component - II
Support Measure
ePSM Section
Significance of Measure
# workouts/week
Life Pathways
Exercise has a direct impact on body weight and degree
of fitness. Generally, the more we exercise the more fit
we become. Therefore, tracking the number of times
exercised per week will not only remind us to exercise,
but will also drive our primary measure: body weight.
# carbohydrates
consumed/day
Life Pathways
For some people, increased carbohydrate consumption,
results in increased weight gain. Consequently, tracking
the number of carbs consumed daily will not only remind
us to limit carbs but also drives our primary measure:
body weight.
# calories burned through
exercise/week
Life Pathways
This measure speaks to the quality of our workouts,
knowing the more we exert, the more we benefit.
# hours acquiring knowledge of
healthy living practices/week
Life Pathways
As achieving fitness requires lifestyle changes beyond
exercise, we record the number of hours spent acquiring
knowledge of healthy living practices, as this activity will
ensure healthy living remains in our face and top-ofmind.
# hours allocated to
aerobic/strength training
exercise/week
Commitments
To drive commitment, we establish a support goal
tracking the number of hours we exercise a week.
Sample PST: Action Plan Component
ePERSONAL STRATEGY MAP
Goals
Wellness
Benefit
COMMITMENTS
LIFE PATHWAYS
INNER SOUL
GOAL
LIFE
EXPERIENCE
Theme: Be exceptionally fit
Family
Benefit
Financial
Benefit
Be
exceptionally
fit
Eat
Healthy
Foods
Exercise
Regularly
Adapt to
Change
Monitor
Results
Acquire
Knowledge of
Healthy Living
Practices
 Keep goal top-of-mind
 Avoid high-sugar foods
 Allocate time to exercise
 See myself as I am - out
of shape
 Avoid high-carb foods
 Allocate funds to purchase
exercise equipment/
clothes
 Commit to exercise
 Commit to eating good
foods
 Commit to success
Mental
 Monitor results to refine
personal strategy
 Maintain exercise schedule
 Allocate funds to purchase
dietary food/supplements
 Maintain personal reviews
Physical
Resource






Minimize insurance costs
Actively support self and kids
Improve health
Live longer
Remain youthful/mobile
Maintain independence




Lose weight
Increase muscle tone
Be exceptionally fit
Look good in a bathing suit
PERSONAL SCORECARD
Measure
Target
ACTION PLAN
Initiative
Budget
‘Thrive and Alive at 205’
 Body weight
 200 lbs
(loss of 40 lbs)
 Exercise regularly
 Eat healthy foods
 Acquire knowledge of healthy
living practices
 Monitor results
 Adapt workout schedule and
eating regimen based on results
and feedback
 Reflect/assess personal strategy
 # workouts/week
 # carbs/day
 # calories burned
through exercise/
week
 # hours acquiring
knowledge of
healthy living
practices/week




 Avoid high-sugar/high-carb
foods
 Maintain top-of-mind presence
of inner soul goal
 Allocate time to exercise
 Allocate funds to purchase
dietary food/supplements
 Allocate funds to purchase
workout equipment and clothes
 # hours allocated to
aerobic/strength
training exercise/
week
 5
4
<90
3,000
2
 Financial Tasks
 Obtain health-club
membership
 Purchase home gym
equipment (sit-up bench,
stretch mat, dumbbells)
 Purchase exercise gear and
shoes
 Purchase initial supply of
dietary food/supplements
 $200
 $125
 $175
 $125
 Non-Financial Tasks
 Identify and eliminate foods
that are not part of healthy
living plan
 Plan time for daily/weekly
reflection
 Plan time to read healthy
living literature
 Create life-aids to keep my
goal top-of-mind and in my
face
 Plan weekly exercise
schedule/calendar
 Communicate to others my
goal and ask for support
Total Budget
$ 625
Summary
•
A PST is a framework we use to define, organize, document, and implement
tactical level strategy to achieve a goal. PSTs reflect single goal strategy
and are comprised of parts that work together as a system for a common
goal
•
Creating Personal Strategic Themes requires effort. The more inner soul
goals you have, the more effort is required to define personal strategy
– Guideline: Limit your inner soul goals to between 5-7 goals
•
Defining personal strategy to the level of specificity suggested with the PST
Framework is necessary to achieve your goals
– Without doing so, any attempt at achieving a goal will be just that: an attempt
•
Despite the occasional doubts that you may have about your personal
strategy or the effort required to execute personal strategy, do not let the
dream die
– Developing, and then living by a personal strategy requires an act of faith that the
process and the effort will transform your life for the better, forever
A Strategy Driven Life
Next Episode Preview
• Up to this point we have…
– Defined what is Personal Strategy
– Defined the primary tools and frameworks to compose personal strategy
• Personal Strategy Maps
• Personal Strategic Themes
– Reviewed samples of both to see what Personal Strategy looks like
• Therefore, with theory behind us and practical examples to work
from, in the next episode, Part III, we apply recent learning‟s by
using such tools and frameworks to build your personal strategy
Thank You for Viewing!
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