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Imagine Your Theme Word for the Year (Step 3C)
A theme word sets the tone for your year, serving as a guide and focus for your actions. Choosing one word that resonates with your goals and values can bring clarity and motivation to your journey. Having one word also helps to keep it simple and have that as a
Imagine Your Goals Through a Vision Board (Step 3B)
This is a fun step in the process. You have been thinking and planning a lot, and it is a good time to take a creative break! A vision board is a visual representation of your goals and dreams. Creating this helps you stay focused and inspired throughout the year.
Imagine Your Future with Envisioning (Step 3A)
Great work getting to Step 3! Working through steps 1 and 2 takes a lot of effort and commitment. Way to stick with it! It is worth it! You are making great progress! This step is intended to shift gears a bit and tap into more of your creative side.
Assess Your Internal Skills: Strengths, Gaps, and Growth (Step 2C)
In the Wheel of Life and the Walk the Talk, we have been focused on 8 largely external areas of our lives. It is very important to have these areas of our life in balance and order. Additionally important but more invisible, is what is happening on the INSIDE. I
Assess Your Alignment: Walk the Talk (Step 2B)
Life can sometimes feel out of sync when our actions and habits do not align with our values or goals. The end of the year is a perfect time to assess where you are walking the talk and where adjustments might be needed. In Step 2B of the Performance Planner
Assess Your Balance with the Wheel of Life (Step 2A)
Life can feel busy and full of priorities pulling you in many directions. It can be challenging to step back and see the bigger picture of where you are thriving and where there might be room for improvement. The Wheel of Life is a helpful tool to reflect and assess
Reflect on Tolerations and Clear the Clutter! (Step 1C)
Life can be full of many tasks and projects and despite our best intentions can pile up. It is understandable how little things can turn into big things. Things like unfinished tasks, disorganized spaces, and lingering obligations can turn into frustrations and annoyances that quietly drain your energy and attention.
Reflect with Thought-Provoking Review Questions (Step 1B)
Reflection is a powerful tool for growth and clarity. Taking the time to thoughtfully answer key questions about your past year provides insights into what worked, what didn’t, and where you can adjust for the future. In Step 1B of the Performance Planner, you will explore specific reflection questions on
Reflecting on Your Wins And Past Year’s Highlights (Step 1A)
The start of a new year is the perfect time to reflect on the journey you’ve just completed. Taking a moment to celebrate your wins and milestones provides clarity, motivation, and a foundation for future growth. Reviewing the past year’s highlights is more than a feel-good exercise, it is a
Introducing the Performance Planner: Reflect, Focus, Achieve
Goal planning is an exciting time of the year. It is a chance to look back at the past year, celebrate your wins and successes, and reflect on what did not happen and what remains important as you move into the new year. This is the perfect moment to consider
5 Strategies to Build Confidence
Confidence is not something we are born with; it is something we cultivate through intentional actions and a growth mindset. These five strategies are designed to help you strengthen your confidence, align with your unique path, and live with purpose. Strengthen Your Confidence Know and Use YOUR Gifts and Talents
BOOK OVERVIEW: Crucial Conversations: Tools for Talking When Stakes Are High
Crucial Conversations by Kerry Patterson, Joseph Grenny, Ron McMillan, and Al Switzler offers a practical framework for effectively handling high-stakes discussions. The book emphasizes that crucial conversations—situations where opinions vary, stakes are high, and emotions run strong—are common in personal and professional contexts. The authors provide strategies for managing emotions,
5 Step Recipe for Better Listening and Collaboration
Listening well is foundational for strong relationships and effective leadership. It builds trust, creates space for open dialogue, and allows teams to work together more effectively. Yet, listening is surprisingly difficult. Often, we are so focused on crafting a response or jumping to solutions that we fail to fully hear
BOOK OVERVIEW: Eat, Sleep, Innovate: How to Make Creativity an Everyday Habit Inside Your Organization
Eat, Sleep, Innovate: How to Make Creativity an Everyday Habit Inside Your Organization by Scott D. Anthony, Paul Cobban, Natalie Painchaud, and Andy Parker addresses a core challenge in modern organizations: how to build a culture where innovation is a daily habit, not just a one-time initiative. The authors present
BOOK OVERVIEW: What the Heck is EOS? by Gino Wickman and Tom Bouwer
What the Heck is EOS: A Complete Guide for Employees in Companies Running on EOS by Gino Wickman and Tom Bouwer is a practical guide written for employees to help them understand the Entrepreneurial Operating System (EOS). The book explains EOS in simple terms, showing how it helps organizations grow,
BOOK OVERVIEW: Rocket Fuel by Gino Wickman and Mark C. Winters
Rocket Fuel by Gino Wickman and Mark C. Winters introduces the powerful dynamic between two critical leadership roles in a business: the Visionary and the Integrator. It explores how these complementary roles—when working together effectively—can generate momentum, growth, and success for any organization. The book explains that while the Visionary brings
5 Keys to Hearing Your Gut Voice and Finding Your Inner Compass
Trusting Your Inner Compass: A Leadership Skill for Decisive Action In both our personal and professional lives, the ability to trust our intuition , aka: “inner compass”, is invaluable. This skill is essential for leaders who often need to make quick, high-stakes decisions, even when they don’t have all the
BOOK OVERVIEW: The Five Dysfunctions of a Team by Patrick Lencioni
The Five Dysfunctions of a Team explores the root causes of team failure through a compelling fable that centers around a fictional executive team’s struggle with internal issues that block success. Lencioni introduces a five-tiered model of dysfunctions—absence of trust, fear of conflict, lack of commitment, avoidance of accountability, and
The Weekly Wrap-Up: A Routine for Clarity and Productivity
In today’s fast-paced world, where we juggle endless tasks, emails, and responsibilities, taking a moment to “wrap-up” our week can make all the difference. Just like a computer runs smoother after organizing and closing out files, our minds also benefit from clearing and closing out the week’s clutter at the
BOOK OVERVIEW: Who Moved My Cheese? by Spencer Johnson
In ‘Who Moved My Cheese?’ Spencer Johnson presents a parable that highlights how individuals react to change. Set in a maze, the story follows four characters—two mice and two little people—who search for cheese, a metaphor for happiness and success. Their journey through the maze illustrates the challenges of dealing
BOOK OVERVIEW: Get a Grip: An Entrepreneurial Fable by Gino Wickman and Mike Paton
Get a Grip by Gino Wickman and Mike Paton is a business fable that introduces readers to the Entrepreneurial Operating System (EOS) in a practical, narrative format. The story follows Swan Services, a struggling company facing operational and leadership issues. Through the journey of its leadership team, guided by an
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