The first time I went through Darren Hardy’s goal setting process I was surprised where it started. It wasn’t with a brainstorming session or answering questions about where I wanted to be in 10 years. But instead we started with an assessment of where I am now.
But I want to get to the good stuff Darren! Let’s go! I’m ready to make some serious progress now!
I went along with the process impatiently (because let’s face it, he’s the master goal achiever) and began my Life Assessment. In retrospect I’m grateful for the road it’s led me down! My life is more balanced and complete which is helping me achieve even more.
Why Assess Your Life?
Have you ever known someone with a rock-star career but a pitiful social life? How about a wonderful family man who struggles to rise up the ranks at the office? It’s all too common isn’t it? Using a systematic method to assess your life can give you a quick glimpse at how you’re shaped and highlight areas of too much or too little focus.
Here is a free Life Assessment that I use courtesy of Darren Hardy’s book The Compound Effect:
Life Assessment Worksheet
Following Darren’s example I assess my life along 8 axis: physical, financial, business, lifestyle, mental, spiritual, family, and relationships. My initial life assessment looked something like this:
Certainly not ideal and lots of room for improvement.
“If you want to be a complete success you’ve got to become a complete individual” – Zig Ziglar
How It Helps Me
This chart is also useful in my monthly goal setting routine. It highlights obvious deficiencies and places where I’m spending too little (or too much) effort.
For example, one area I’ve always tended to scrimp on is “Lifestyle.” My wife and I bought our first home about 18 months ago and as a financial coach my personality wants to pour all the cash we can into paying it off and investing for the future. My poor wife had to work pretty hard to get some pretty basic house stuff into our budget!
My Life Assessment along with identifying some of my core values (more on that later) helped me realize as badly as I wanted to invest for the future I wasn’t able to relax and enjoy the home I was working so hard for. I value a nicely painted and furnished bedroom where I can unwind. I needed a pleasant office where I could work towards my goals.
2011 has been different. We set a big goal to have our house (v1.0) finished by September 1: Painted, furnished, and ready for guests! We’re making great progress so far and it’s already a great lifestyle boost!
That’s just one example of how using this systematic approach to evaluating my life has helped me become a more balanced individual. I’ve only been using this approach for about 7 months now and I’ve already seen big impacts on my life! Having a nicely painted, organized, and comfortable bedroom to retire to each night helps me relax and wake up ready to attack the next day!
As they always say, what gets measured gets managed.