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
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.
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
For each Life Area, use the Vision Wizard to…
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
Write a Journal entry about today. Experts recommend :-
Menu > Journal
In this stage we suggest that you write a Strategy and identify your strengths, weaknesses, opportunities and threats in each Life Area
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
You may not need to to fill in all fields for every Life Area
Menu > Plan – Strategy > SWOT / PESTEL / WHO
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
Menu > Journal
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
Create the Goals that will take you from where you are now, to your Vision
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
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
Now that you are well on your way to defining your Personal Development plan, its time to find out about the Environmental Scan
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-
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
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.
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
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.
It’s a lot to get through, but I hope you enjoy the journey.
Contact us if you need further help : Contact us here