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Overviews
Overview 1
Roles, Goals, & Values
Components
Roles, Goals, & Values
Roles
Goal: Clarify the major roles that you play and the responsibilities that come with them
Marketing
Sales
Operations
Finance
Personal
Mother
Wife
Father
Husband
Brother
Sister
Friend
Care taker
My Roles Overview
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
If you already have your goals written down, copy them here. If you don’t have any, now is the perfect time to reflect.
Overview - 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
Overview - 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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