To help get you started with Goalmuse we provide the steps below: these are widely accepted steps proposed by life coaches and experts.
Before you start, a reminder of what Personal Development Planning is…
“Personal development planning is the process of creating an action plan based on awareness, values, reflection, goal-setting, and planning for personal development within the context of a career, education, relationship or for self-improvement.”… source
Before you begin…
Get an overview of the Goalmuse Framework, which is based on the business process of Strategic Planning (wikipedia) and is designed to help you plan and manage your personal development.
You can also download our PDF document to review away from the computer
Step #1 – Life Area and Vision
1. Know your Life Areas
Life Areas let you identify the key aspects of your life, such as Family, Career, Health, etc. and also to define your Vision, Goals, Actions, etc for each one.
Goalmuse uses the Wheel Of Life tool to present Life Areas, with 10 Life Areas that are considered to represent a balanced life. These can be changed in the Advanced and Mastery Plans.
Menu > Plan
2. Start building your Vision in each Life Area
For each Life Area, use the Vision Wizard to…
- Write your Vision, Why and Values
- Upload some images for inspiration
Menu > Plan > select your life area > Vision Wizard
Pause, and take a deep breath . . . take some time to contemplate and muse over your progress so far
3. Write a Journal entry for today
Write a Journal entry about today. Experts recommend :-
- Write 3 things you are grateful for
- Write about what you achieved today
Menu > Journal
Step #2 – Strategy and Bucket List
In this stage we suggest that you write a Strategy and identify your strengths, weaknesses, opportunities and threats in each Life Area
1. Write a Strategy on how to get to the Vision
This is a high level statement: your approach on how you plan to achieve the Vision
Use the SWOT, PESTEL, WHO tools now or later, but you’ll need some time to think.
Menu > Plan – Strategy
2. Use the SWOT, PESTEL and WHO tool
- SWOT analysis is a self assessment tool
- PESTEL analysis is used to assess your environment
- WHO is used to consider the people impacted
You may not need to to fill in all fields for every Life Area
Menu > Plan – Strategy > SWOT / PESTEL / WHO
3. Start your Bucket List
While not strictly a Personal Development task, a Bucket List is a great way to remind yourself of the wondrous things you want to do one day
- Travel, experiences, sensations, feelings, emotions, actions, food, places, sports, meeting people…
Menu > Journal
Step #3 – Goals, Actions and Reports
By now you should have a really clear Vision of where you want to go, and how to do it. For all of your Life Areas
You will also, hopefully, know your Why – this is very important to know before you set goals. Your WHY is what makes the Goals truly relevant and achievable
1. Start setting your SMART Goals
Create the Goals that will take you from where you are now, to your Vision
- Menu > Plan – select life area > Goals
2. Add Actions to your Goals
Actions are single tasks that are required to complete the Goal
Actions have a very simple setup. A Name, Priority, Status, and Target date.
Menu > Plan – select life area > Goals > Actions
3. Check the Reports
Use the Priority Matrix to see which actions need to be done – focus on doing the Q1 Urgent / Important actions
– Look after the Actions, and the Goals will take care of themselves
Menu > Plan – Action Priority Matrix report
Use the List Report to keep an eye on progress for all your Goals
Menu > Plan – List Report
Step #4 – Environmental Scan
Now that you are well on your way to defining your Personal Development plan, its time to find out about the Environmental Scan
1. Keep an eye on the world around you
You probably do this already – reading the newspapers, following people in Twitter, or influencers on LinkedIn, watching the news, etc.
The Goalmuse Environmental Scan continually searches the internet, and presents results relating to your plans.
This feature uses texts from a few other tools, as a ‘seed’ for the search. These seed fields are-
- The Opportunities text and the Threats text from the SWOT tool
- All fields in the PESTLE tool
- The Signals field in the Wildcards
- Plus the name of the Life Area
Using these texts, Goalmuse searches the Internet for news, articles, tweets, posts, etc. relating to the text you entered.
The aim here is to inform you of *things* that may impact your Life Area, letting you assess and adjust you plan as necessary.
You can keep results by marking them as an Opportunity or a Threat (to your Life Plan)
Menu > Plan > Environmental Scan
Step #5 – Think and Decide
Now that you are well on your way to defining your plans, we move on to the Think and Decide stages in the strategic planning cycle.
1. Think about the Opportunity or Threat
In the Think stage you can reflect on the Opportunities or Threats you have identified from the Environmental Scan. For each one, write your Options.
Menu > Think
2. Decide and re-Plan
Once you are done with the Think phase and defining Options, you are ready to make and record the Decision
Menu > Decide
And once the decision is made, the result is saved as a Decision Journal where you can reflect and eventually add the actual outcome of the decision.
- Menu > Journals – Decision Journal
The End. That’s all folks!
It’s a lot to get through, but I hope you enjoy the journey.
Contact us if you need further help : Contact us here