On-boarding to Goalmuse

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.


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.

Make a PLAN – identify what is important to you

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

Vision, Why, Values – Write for clarity of mind

Image Board – Upload you pictures for inspiration

Current Status – Know where you are now

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

Journaling – Get your writing mojo on

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.

Have an overall approach – Strategy

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

SWOT – Do a self assessment

PESTEL analysis – Prepare yourself for the Environmental Scan

Who – Know your people

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…

The Bucket List – keep a list of *stuff* you want to do

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

Goals + Actions – set SMART Goals

  • 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

Priority Matrix – review your Actions and priorities

Use the List Report to keep an eye on progress for all your Goals

Menu > Plan – List Report

List Report – review all your Goals, Life Events and Wildcards

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)

SWOT – Do a self assessment

PESTLE analysis – Prepare yourself for the Environmental Scan

Environmental Scan – keep an eye on the world around you

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.

Think stage – pause and consider 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

Decide stage – the freedom to choose

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.

Decision Journal – know thyself

  • Menu > Journals – Decision Journal


The end

It’s a lot to get through, but I hope you enjoy the journey.

Contact us if you need further help : Contact us here

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