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Write down all of the major roles that you playWrite down the major responsibilities that come with them
Examples
Write down the goals you have for this program that relate to cutting down on busy work and focusing on what matters. Write down a few sentences describing your motivations for each goal.
Examples
Write down your core values in the table belowExamples
Lesson 1
Roles, Goals, & Values
Welcome to Lesson 1: Roles, Goals, & Values
Lesson Goals
Identify where your time is best invested to make you happy, healthy, and impactful.
Lesson Instructions
Work through the questions below by writing in this document. Clarify your program goals, motivations, and where to place your focus for results.
Lesson Video
Part 1 - Roles
Goal: Clarify the major roles that you play and the responsibilities that come with them
Time: 5 Minutes
Activity:
Marketing
Sales
Operations
Finance
Personal
Mother
Wife
Father
Husband
Brother
Sister
Friend
Care taker
My Roles
Role Name
Role Responsibilities
Business owner
Enter inventory in computer database
Purchasing product from customers (buy, sell, trade) and online
Process used product to get it ready for resale
Maintaining the books
Planning for future events and ordering supplies for said events
Working on marketing strategies
Building relationships with customers
Social media
Re-evaluating current procedures to see how to become more streamlined and cost efficient
Host parties and events
Research new functions in the POS/ Inventory system
Artist
Work on developing art pieces for commissions
Create builds and instructions for events
Order and inventory LEGO for commissions/ events
Meet with clients to discuss commissions/ events
research grant opportunities
Mother/ wife
Drop off/ pickup kid from school
Make daily lunch for school
Clean litter box
Keep the house stocked with food
Decide what everyone will eat for dinner
Wash dishes
Pay bills
Clean the kitchen
Schedule appointments for the kid
There are no rows in this table
Part 2 - Goals
Goal: Connect with your Why and the motivations behind your goals
Time: 5-10 minutes
Activity:
If you already have your goals written down, copy them here. If you don’t have any, now is the perfect time to reflect.
My Goals
Goal
Motivation
Notes
Find time to work on creative projects
Open
Identify what tasks can be given to others to do
Open
Develop a consistent and productive work routine
Open
There are no rows in this table
Part 3 - Values
Your values are your guiding constraints on how you invest your time and energy
Goal: Connect with your core values and the type of person you want to be
Time: 5 Minutes
Activity:
My Values
Value Name
Reasons for it's importance
Notes
promote creativity
build community
nurture ingenuity
There are no rows in this table
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References
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