Situation Summary


<aside> 💡 When you read your goals in the future this section should offer the context of "why this is important now" to each goal you set out for yourself. Before starting with any planning of goals, it's important to take some time and reflect on the past year. A situation summary is simply a story-based approach of writing what went well and what could be improved, slowly working your way into your intent for the new year. Don't worry about being neat, start with a draft then clean it up after you've jotted down all your thoughts.

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Targets


<aside> 💡 Targets are the most tangible and measurable units you could track. They're projections of what you want as a reality not computations of the current reality you have. In the first row, you have finances and the second, energy. It's all about finding the right balance. All work and no social life or vice versa will cause unsustainable results over time.

Financials: Financials are measured one year out. Earned is all the money that came in. Expensed is all the money that needed to be spent to sustain/enable those earnings. If it suits you, you can split Expenses into business and personal expenses. Spent is all money you don't need to spend but want to spend, such as vacations, donations, motorcycle, etc. Kept is how much got saved at the end of the year.

Energy: Energy is measured as averages over a year's time. If you expect your energy distribution to fluctuate drastically from quarter to quarter, you can break it out quarterly instead. Product Creation is anything you allocate time to that has the intent to be created and sold for a profit, for example, an app, an e-book, or an online course. Client Services is the time you spend servicing clients for a profit, for example, designing a logo, offering legal consultation, etc. Marketing and Networking is the time you spend building your sphere of influence in a way that could benefit you by driving more profitable business opportunities, for example getting coffee with an investor, or creating a new portfolio website. Administration is any time spent around the business that isn't billable nor opportunity generating, yet necessary, for example, sending invoices, planning the week, coordinating meetings, answering emails, etc. Operations is the time spent optimizing your ability to do the first 2 categories more efficiently over time, for example creating templates for yourself, writing a playbook for employees, etc. Lastly is Family Friends and Fun, this is self-explanatory, anything blocked and consciously allocated time towards non-business-related work.

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$0K

Earned

$0K

Expensed

$0K

Spent

$0K

Kept

0%

Products Creation Client Services

0%

Marketing and Networking

0%

Administration and Operations

0%

Family, Friends and Fun