20/20 Life Vision Challenge Day 11 5 Year Report

DAY 11: SELF-ASSESSMENT – The 5-Year Life Report

Welcome to Day 11 of the 20/20 Life Vision Challenge! The 5-Year Life Report

It’s time to create your 5-Year Life Report.

Unlock the worksheet for today’s exercise by clicking here.

Welcome to Phase 2, and Day 11, of the 20/20 Life Vision Challenge!  If you are here, having completed all 10 lessons from Phase 1 [The Meditation & Discovery Phase], I commend you, for having created a solid base from which a powerful (rest of) Life Vision may be born.  Today, we move into Phase 2, which is the Assessment Phase, where you look back on the most recent period of your life, to objectively review what was achieved, where you struggled and what your current status is as a result.

As 2015 comes to a close, we have a unique opportunity to assess the last five years of our lives (2011-2015) on a mid-decade cycle.  I have been doing very detailed goal-setting and annual planning since I was 19 years old, and it has been one of the most challenging and rewarding tasks that I have taken on in my now 41 year-old lifetime.  It is very difficult to see into the future and lay out long-term plans amidst what seems like a very unpredictable world.  My own goals and aspirations have often been very far off from the reality that came to be – but not all of them.  I have also tasted the fruits of achievements that I know would not have been possible without a strong vision, intention and commitment being directed towards those aims.  Over 20 years of goal-setting, annual reviews and iterations into new years, I have learned how to be more realistic about what it takes to progress towards my goals, and recognized what skills I needed to acquire in order to be more productive along the way, all without compromising the grandiosity of my aspirations.  I still shoot for the stars, and so can you.

So over the next 10 days, you will be asked to honestly assess all the important areas of your life and character, from Health to Relationships to Finances.  This is a comprehensive program, and I know that it is not easy for us to look at ourselves in the mirror from all of these different angles; but it is necessary if we want to have a rich and satisfying experience while productively marching forth towards our dreams.  The journey is just as, if not more important, than the destination.  We start here with the 5 Year Report.  Today’s task, which you may have to continue refining over the whole of Phase 2, revolves around gathering up and describing all of your data, ideas and results over the past five years.  You may surprise yourself with how far you have come during this process; if not, no worries – it’s only half-time (in terms of the decade), and you have another entire 5 years in order to make some serious moves.  Let’s get to it!

DAY 11 ASSIGNMENT [You can work on this over two days, as DAY 12 will be very similar, and going deeper into the same questions.]

  1. Gather up whatever previous data you have from goals, time spent, and key achievements over the past five years, from various notebooks, other websites, or Evernotes.  Start with 2015 if going back the whole 5 years is overwhelming.  Describe what information you have.
    • Using your Day 5 and/or Day 7 Worksheets as a base, list out 10-15 top goals over the past 5 years.
    • How far did you get with each goal, percentage wise [0 – 100% scale]?
    • How satisfied are you with your effort and the corresponding result related to each goal?
    • Estimate how much time and energy you invested towards achieving each goal.  If you don’t have any prior data on hours invested, take your best guess.
    • How much time do you think is/was required to achieve each goal?
  2. Outline the Goal-Setting & Tracking process that you have followed over the past 5 years:
    • How would you describe your process? [Check off one: A) I haven’t done anything; B) Ad hoc and random; C) Good at setting but not tracking; D) Super detailed and consistent; E) Thorough + working with a coach or peer group]
    • Have you written down your goals annually each year?  [Check off each year that you have done this for – 2011, 2012, 2013, 2014, 2015]
    • Do you use wearable tech, websites and/or spreadsheets to manage your time and goals?  [Check one – A) Never; B) Sometimes; C) Often; D) Always]
  3. In a few sentences, and descriptive key words, assess how your life has been, and how you have done over the past 5 years.

Good luck with this endeavor!  I highly recommend utilizing the 20/20 Worksheets, which make it easier to organize this information [you must be subscribed on the email list to receive the PDF worksheets].  See you tomorrow for Day 12.

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