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How to use this toolbox

The Purposeful Life Toolbox is designed to help you create and live a purposeful life.
It can be accessed in one of two ways.
As a
document (the document you are reading now...) for use on a computer or tablet and where all the worksheets are integrated into a single database.
As a static PDF document that you can print or import into apps such as “GoodNotes” or “Notability” – apps that allow you to annotate the pages, ideally with a digital pen or pencil. ). The latest version of the static PDF document is attached here: (click on the twisty to expand)
I strongly recommend using the Coda version as this is designed to guide you through your purposeful life journey and connects the various worksheets together into a single database - much faster to use than the PDF

Using Coda brings several benefits:

The worksheets behind the exercises are now integrated, so that, for example, any tasks you create as part of the
exercise, will appear in all the other exercises designed to manage tasks, such as the
and daily Planner.
The document structure is now easier to follow and to manage, with the new
section that helps you keep track of your progress.
The document is easier to read with collapsable paragraphs (using “twisties”)
The exercises are made visible to you ask you need them rather than being all visible at once.
Updates and document progress can be shared between the client and the coach as the coach has access to the master version of the document that the client uses for their exercises.
The toolbox is not integrated with Google Calendar. This means that tasks and routines you set can be uploaded to your online calendar as reminders.
At the same time, there are some limitations with Coda:
Dynamic updates of information in related tables, can be done, but only according to the Coda rules and way of working. This means, for example, that it is possible to create a new task while in the Eisenhower Matrix, and in doing so, you can also add a new objective at the same time, but to do this you need to learn a little about how to do updates in Coda and follow the Coda interaction principles.
Some exercises could benefit from different styles of presentation, such as the
or the
, but the limitations in available charts in Coda make it impossible to represent the results in an ideal way, so I have had to compromise.
Because of these limitations, I have included a static PDF worksheet for almost all of the exercises that you can download and use for the exercise - and then type the details from your work into the codat worksheet when you have completed the exercise.

The Coda document comprises 5 sections:

(where you are now). This includes also
that have guides the development of this document
- there are 5 scenarios identified, as typical use cases for the toolbox. Each scenario is explained in some detail, followed by an easy to use index to the exercises most relevant to that scenario
- this section contains the exercises to help you establish your “roots”, who you are as a person, as a useful starting point for change.
- this section contains the exercises to help you set goals and objectives for change.
- this section is like a digital journal to help you live a purposeful life. It is built around the principles of a bullet journal with a monthly cycle.

Relax and take your time working through these chapters.

There are over 40 exercises and worksheets
within this toolbox, and while you probably won’t need to work through them all, you could expect to be working through between 10 and 20 of them, depending on your need.

If I were coaching you, I would expect our progress to be along the lines of one tool or worksheet between each coaching meeting, so one each week or fortnight for an engagement that could last between 3 and 6 months. If you’re using this toolbox to coach yourself, you could expect the overall journey to be at least that long, so please enjoy and
any problems or feedback.

If you would like some help in your growth journey I am available and can offer a free coaching session to help you get started. if you are interested in this free session, please

Next up... learn more about
behind each section of the toolbox.

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
) instead.