Day 23 of 31 days to Creating Your Inspiring Personal Plan for 2012
You have come light years in the last three weeks! And, you are now ready to assemble a draft copy of your plan for forwarding to the members of the Board of Advisors you established back in Step 2. You will not actually be submitting the draft until the day after Christmas, but in this step you will be pulling the draft together for the first time. (Regardless of whether you celebrate Christmas, you will want to be sensitive to the celebration choices of those to whom you will be sharing your plan.)
To help you assemble your plan in a format that will be attractive and facilitate quick review by your Board members, I am providing you with a Planning Process Handout (click to access this PDF). All you have to do is insert some of the previous created written documents and you will have a very professional looking draft that is in keeping with the amount of thought you have put into where your 2012 Plan stands at this time.
In back of a cover page (illustrated in the attached template), you will display the following three pages, in landscape format:
These three pages represent the heart of your 2012 Plan.
Of course, to get to the point of being able to create these pages, you did some other important work, the output for which I am suggesting be included in an Appendix which is also illustrated in the (above) attached template. This other work will provide Board members with important context for the heart of your plan. Assuming you concur with my recommendation that you include an Appendix, you will include the following (landscape) pages:
- Desired Legacy (from Step 7)
- Life Purpose (from Step 8)
- Strengths (from Step 4)
- Opportunities (from Step 6)
- Planning Assumptions (from Step 5)
To help your plan reviewers to quickly understand how all this all fits together, the attached template includes an illustration of the planning process you have been through. I recommend that this be inserted right behind the Appendix cover page which is included in the attached template.
It will be easiest for your reviewers if you assemble this into a single PDF document that will consist of eleven pages (yours might have an additional page or two depending on your formatting). You will save it electronically so as to be able to send the file electronically to members of your Board of Advisors.
Co-host, Career Success Radio Show
A leading authority on career success; 15-year executive coaching veteran
Contact: Andy@CRGLeaders.com, 239-285-5575