Goal: Clarify the major roles that you play and the responsibilities that come with them
Examples
Marketing
Sales
Operations
Finance
Personal
Mother
Wife
Father
Husband
Brother
Sister
Friend
Care taker
My Roles Overview
1
Role Name
Role Responsibilities
Role Name
Role Responsibilities
1
Business Owner of Impact Hackers
Earn revenue, earn profit, pay taxes, support my livelihood, build an audience, solve a meaningful problem for a particular market segment, generate leads, close sales, help customers, market our services, foster relationships, develop programs, products, systems, educational content, and experiences
2
Business Partner
Share responsibility around the successes and failures of the business, support business partner, clarify roles and expectations between the two of us, document how we evaluate our performance to make it explicit
3
Son
Take care of the house and property, Do chores and handle requests related to house and property upkeep and parental needs
4
Free lancer
Fulfill Web work , web development, business development, consulting roles for clients who help pay me to pay my bills
There are no rows in this table
Part 2 - Goals
Goal: Connect with your Why and the motivations behind your goals
Examples
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
1
Goal
Motivation
Notes
Goal
Motivation
Notes
1
Increase time spent on marketing and sales each day, each week.
marketing - grow an audience, build my network, position myself as an authority/ as someone who contributes value within this domain to others.
sales - have more conversations with real customers, better understand who we serve and how we serve them, validate our program, coaching, and system dev services, increase revenue, increase personal income to live a better, less stressful life, make the business successful.
Open
2
Spend more time working from my zone of genius.
Package and share what I know / we know about productivity, high performance, impact, work, time, energy management - what works and what doesn’t, and why.
Achieve asymmetrical returns (financial returns, personal fulfillment and growth returns) on my time
Fully live a life worth living
Open
3
Open
4
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
Examples
Overview - My Values
1
Value Name
Reasons for it's importance
Notes
Value Name
Reasons for it's importance
Notes
1
promote creativity
2
build community
3
nurture ingenuity
There are no rows in this table
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References
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