Achieve Your Goals With Your Own Personal Action Plan | Peter Gasca | Skillshare

Achieve Your Goals With Your Own Personal Action Plan

Peter Gasca, Try or die not knowing.

Achieve Your Goals With Your Own Personal Action Plan

Peter Gasca, Try or die not knowing.

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8 Lessons (33m)
    • 1. Introduction

      3:33
    • 2. Video #1: Overview

      3:09
    • 3. Video #2: Creating a Meaningful Vision and Mission

      7:41
    • 4. Video #3: Setting SMART Goals

      4:04
    • 5. Video #4: Identifying Strengths and Weaknesses

      3:37
    • 6. Video #5: Creating APT Action

      5:00
    • 7. Video #6: Reviewing and Reflecting

      3:02
    • 8. Video #7: Final Thoughts

      3:21
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About This Class

Premise: In today's hyper-connected and fast-paced environment, it is all too easy to become consumed with distractions that keep us from making progress toward (or just keep up with) important life goals.

Ultimately, important activities, those that do not have immediate results and require a long-term planning process, are lost in less-impactful daily routines and a growing sense of FOMO (fear of missing out).

Overview: In this series of videos, I will teach you how to make real and steady progress toward the goals that will have the highest impact on your life. You will learn how to identify a meaningful personal vision, set realistic and achievable goals, assess your (real) personal strengths and (honest) weaknesses, and develop an action plan that will help you stick to and meet your life goals.

This class is meant for anyone who has ambitions to achieve something bigger, bolder and more consequential but feels stuck in and held by the daily grind of trying to keep up.

Throughout this process, you will create and refine your own Personal Action Plan that is actionable and accountable while learning tips to help you make meaningful progress toward the life you want.

Lessons:

- Introduction: Why do you need a Personal Action Plan?
- Overview: The Personal Action Planning Funnel
- Setting a Personal Vision and Mission
- Setting SMART Goals
- Identifying Meaningful Strengths and Weaknesses (and tools you can use)
- Creating an APT Action Plan
- Next Steps
- Final Thoughts

Meet Your Teacher

Teacher Profile Image

Peter Gasca

Try or die not knowing.

Teacher

Hello, I'm Peter.

I am a business writer and author, consultant, and entrepreneur. I have been working in a variety of industries for the past twenty years, and I am hoping to share with you a few of the wonderful productivity and life lessons I've learned through the years. 

Enjoy!

See full profile

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Transcripts

1. Introduction: Hi and welcome, everyone. My name is Peter Gaskell. For the past 20 years, I have worked across a number of different industries and number of different capacities as a business manager, as a corporate manager as well as this entrepreneur, small business entrepreneur. What I found over that time this I'm sorry. Hold on a second. No, I just need to respond to this real quick. Okay, here we go. Hold on a second. Somehow they transport. I think it's just terrorist. So I'm sure that looks familiar. That is what most of our days are like. We are inundated with more content and mawr distractions and more requests for our times. And we have known how to deal with all of this has created this foam Oh, fear of missing out. All of which leads us to become way more reactive with our activities in time than proactive and making riel meaningful progress toward long term goals that are gonna have a more significant impact in our lives. In this series of videos, I will introduce you to a well established method of identifying goals and creating an actionable action plan that will help you meet them. It will also give you the tools and the mindset to be able to stick to this plan so you can avoid jumping over to Netflix when the next great Siri's is released. The personal action planning process is meant for anyway, that has a goal or an aspiration, or perhaps just feels like they're capable of accomplishing more. But you feel stuck. You feel inundated with daily activities that have been keeping you from making real progress towards your goals. This process is meant to create a mindsets or a skill set, if you will, to help you achieve and make progress toward the rial goals that you want to achieve. I have provided a set of tools and templates down in the projects below. These are meant to be guidelines to help you move along in this course, to develop your own personal action planning process. I fully anticipate over time that they will evolve into tools that arm or custom to you, that you will live all of them. But for now, we're going to stick with these tools to help get you started back to about me before we were distracted. I have been working in the business environment as a corporate manager as a consultant end as a as an entrepreneur for over 20 years now, the only reason I've been able to keep up and do as much stuff as I have is because I used this process. But to be honest, I am no different than anybody else. I am an ex Jenner. I have a self diagnosed case of a D D. Or least I think I do. I get distracted easily, and I find it very hard at times to stay focused on activities that get me toward the goals that I know are gonna have the biggest impact, which is why I use this process. I teach this process to organizations. I teach it individuals and entrepreneurs, and I use it myself. So I'm sure that you will get value from it. I encourage you to use and look at the tools in the Project folder. I encourage you to fill them out and share them with others, as we will explain as we go. So with that said, uh, let's just let's get started. Thank you for joining me 2. Video #1: Overview: this personal action planning process is actually based on a funnel and filter system. I can imagine you're here because you have lots of tasks and requests for your time slammed on your desk every day. And it's hard without a process or some kind of system to be able to manage, prioritize or even just triage this influx of activity. So all of this activity going on around you on request for your time, cause us to be more reactive rather than being proactive toward our goals and being productive everyday. So what we need is a process, a formal ice system. And that is what the personal action plan process is meant to be. This is the personal action planning funnel. At the top of this funnel is your vision. Okay, this is where you see yourself in the future. It specifically big and has no timeline right now because it needs to come from you in later, videos will develop this and work on a little bit more. The next level is your mission, which is explained better later, of course, but for now, understand that these are the priorities and the expectations for how how you are going to get to your vision. The next level are your goals or specific and measurable things that you want to achieve, all of which are helping you achieve and make progress towards your vision. The next filter is based on your strengths and your weaknesses. Now these are important to think about and to understand, because they help you understand what you can and cannot accomplish, and maybe more important, they'll tell you, or they help guide you to understand what you can leverage in what things you need help with. Finally, your actions, your actions are the things that emerge from the bottom of the funnel. And those are the things that you need to focus on because they have made it through all the filters, and they ultimately are the actions that are going to help you achieve your vision or where you want to be in the future. The important thing to remember is that the personal action planning process is a symbolic process. It's it's a mindset. It is not meant to be a literal filter, something that weaken through technology set up to filter all of our tasks. Instead, it's meant to build up an internal framework that we can use. So as things come across our desk, we can filter them quickly and easily unless you should understand that this whole process is fluid. It's organic. It's meant to change. In fact, it may change the day after you first try it on, and that's OK. It's meant to change. It's meant to be fluid. It's meant toe adapt to you into every day that changes with you and your changing goals and visions for the future. Now we'll go over more about how we apply these along the way, so let's move on the next video. 3. Video #2: Creating a Meaningful Vision and Mission: a lot of people debates the difference between a vision and a mission and whether companies need both or whether there's even a difference between the two. I'm not going to use this time to debate and said I want to share with you my opinions off what a vision is and what a mission is and why it's important that every individual have their own personal vision and mission statement. So to get started, let's start out with a very simple analogy. Now imagine that you are on a beach and you have a boat that can sail with 10 or so of your best friends. Now, you tell your friends that you're going to sail for the next two days to an island off the coast, and when you arrive, you plan. You plan on spending a few days lounging and surfing and enjoying the local food just kind of chilling out on the beach if they come. There are no Children permitted, no Children, and they should know that if there is any implement weather that could threaten the safety of their trip, they will turn back or head over to port. Okay, they will not take the risk of going through inclement weather in this analogy, in the scenario, you actually just created a vision and a mission statement. The vision for yourself and for your friends on that boat is that two days from now you are going to be on a beach relaxing with a pina colada and fish tacos and surfing and enjoying the beach. That's your vision. That's where you see yourself. That's not where you are. Now that is where you're going, and that's where you want to get to so you have something that you're striving for. The mission statement, on the other hand, is very simple. You said some general priorities and guidelines and expectations. You said, No Children. This is not gonna be a Children safe Children appropriate trip. It's gonna be adults. You're gonna do whatever it is that adults do, and we're not gonna have any Dora the Explorer or any other kind of things on the ship. And number two, we're going to prioritize safety, meaning if there's any sign of inclement weather along the way, we're going to postpone that trip or we're gonna veer off and doc to develop a meaningful vision. You need to really think about where you want to be in a few years. Should that be a five year vision or a 10 year vision? That's that's kind of difficult to say, and it really depends on you now. What I typically recommend is that you do not go far beyond five years because situations change and you want to be flexible. Moreover, as you will hear later, going through this process often results in a vision that ebbs and flows. So it's going to change over time anyways. Now, with that said, it's completely fine to set a vision that is way long term, like to retire with enough financial stability to afford a luxurious lifestyle. Okay, now that's the vision you want you go for, okay, But as we will go through the process of these questions, you will learn how to develop a little bit more. Um, also, this is very important. Keep in mind that your vision should be brought. It should be brought bold, and it should be brave. If you have big aspirations, it should push you outside of your comfort zone, but give you hope at the same time. It should inspire you to act when you read it every day. So if you want to get started, just start by asking yourself these simple questions. Where do you see yourself in the future? How do you want to be seen by others that are important to you? And how do you see yourself in the future? Don't get hung up on creating the perfect vision. OK, it's not going to happen. Just get something down on paper to get started and understand that your vision may change next year. It might change tomorrow, and that's fine. Right now, the important thing is to get it on paper and to get rolling. Next we consider your mission. While your vision is broad by nature, your mission should be more refined. These should describe the parts of your life that are important to you. Those aspects that you will not sacrifice to reach the vision. Start simply by asking yourself these questions. What parts of your life are most important? What will you not sacrifice in order to get to your vision? What is completely off the table again? Don't get caught up on the mission. Okay, Don't get caught up in specifics spend more time thinking about it, recorded on the template, and just know that you will revisit it and refined over time. Right now, we just want to get something started. So I encourage you all to complete the project template that's in the project folder and share it share with people's uncomfortable sharing. This idea of a vision for yourself, Maybe you think it's selfish. Maybe you think it's too broad. Maybe you think it's wrong and I'm here to tell you there is no wrong vision because it's your vision. But sharing with others has two purposes. First, you're sharing it with other people who share the same interests. You. They're here for a reason, taking this class so they can provide good feedback. And second, once you say it, once you put it out there into the open and other people see it, it becomes more permanent and this is something is going to stick with you, and this is the same with all of the aspects of the action planning process. So I encourage you try and listen and open up to some people and let them give you feedback on it to give an example of a vision and mission statement and how it sticks. I'm gonna show you this piece of paper here that I have. You can see it's pretty tattered. It's pretty tourney. It's been in my wallet or in a wallets for years, probably for about 20 years now. It was originally hand written, and then I typed it and printed it, and I haven't really printed it again. But basically it just says What I want in my life is, uh, happiness and satisfaction and knowledge. I am focused on focus, optimistic, enthusiastic, back up, going, confident, open. So this is the thing that I want to achieve. Personally, I want to get to their specific. But that's not what a vision is. Anyway, from a mission standpoints, I I prioritise my health, evolving all else. I cannot be happy. I cannot make people around me. Happiness. I am healthy and energetic. So no matter what I'm doing, no matter what's on my task list, I prioritize exercise and moving along. I prioritised exercise and moving in order to keep up my both physical and mental. Go back about 10 years. 12 years I had Children and suddenly my priorities changed again. So I had to add a mission statement that says, I am focusing that my life right now is going to be my kids, that I'm going to spend time with my kids. And so they became part of my mission statement to make them proud and to do good things that give you an example off. First of all, how old your mission and vision statements can be and how they stick with you for years and then also how they're going to change, how your priorities are going to change. And this process again is meant to help you mentally be ready for those changes and be able to make this talking Hit 2.5. Let's just keep going. I was good. 4. Video #3: Setting SMART Goals: The next step in this journey is to set goals and I mean really meaningful, actionable and written goes. I think it's really important to take a step back for just a minute and explain why. I think it's so important to set real meaningful goals for yourself. Consider this fact. Every time you get in a car to go to work, you have a goal. You I want to get to work. You want to make money and you want toe. Buy something later on. That's not written, but it's a goal. You go to school and you have a goal. You want to get an education. You probably don't realize it, but you're going there for a reason to get a job later on. Of course, the problem with these goals is that they are very broad. The very random and all they're really doing is going towards short term things. It's very hard for us toe put down and understand what our long term goals are. If we don't actually consider which is why it's important to really think and devote some time to what these goals are. Some of you have probably heard about smart goals or S M a r t. Specific, measurable, achievable, relevant and time. The reason I like using this format is because often people set goals that aren't really goals. In fact, they mostly are parts of your vision or your mission. Now one check you need to perform is whether your goals are actually the goals that are meant to help you reach your vision. Okay, it's part of the filter funnel system. It is fine toe have other goals mixed in. But ultimately, as part of this exercise, we want to identify specific goals that help us reach our destination that help us achieve our vision. For this reason, the goals need to be big, bold and brave, just like your vision, since these are the things that are going to get you closer to it. I typically don't like giving examples of goals because they have a habit of influencing the people that are doing them. But it does help for people that are having problems finding their way, so I'll give it an example of a couple that really don't work. I want to lose weight. Yes, this is a goal, but it is not smart criteria for instance, when will you know you have achieved the goal? Does it go on in perpetuity? Which means you just lose weight until it becomes unhealthy. If you apply this smart criteria, it would look something like this. I want to lose £10 of weight with an exercise program by November 30th 2018. Okay, it's specific. It can be measured by the £10. It's achievable. £10 seems doable. It's relevant. Has to do with your vision or mission of becoming or running a living, a healthy lifestyle. And it has a due date. It knows when you need to stop and go. What progress am I making toward this goal? I can't emphasize how important it is to write down your goals. It's very easy to hit that snooze button for your 5 a.m. run when that goes up in your head and all you have to do is quickly shifted back two weeks, and there's no accountability for it. It's a lot more difficult when that goals written down and pinned up next year door as you walk out over, burdened with guilt that you snooze or even better, it is very difficult when you have shared your goals with other people who are going now hold you accountable and are gonna meet you at 5 a.m. for that run. So write down your goals, review them. Hold yourself accountable. Next, we're gonna move on. Teoh identifying strength of abuses in our next video and they're holding you accountable for 5. Video #4: Identifying Strengths and Weaknesses: the next step to developing a personal action process is identifying your strengths and your weaknesses. And I mean, this is a brutally honest assessment of yourself. It's really important to understand what your strengths or weaknesses are because they affect the actions that go for which I'll explain in the next video. Now, there are a lot of great tools that you can use to help you identify your strength. We're gonna give you some of those at the end of this video. Ah, lot of them. You could write an entire skill share class by itself. Eso just in interest of this practice and just to kind of move forward and give you some basic tips for this, I'm gonna ask you a few questions that I want you to answer within the project form below to help guide you in really thinking about this test. Consider these questions. What skills do you have that you can leverage to achieve your vision? What characteristics have you found most effective in achieving your vision? What attributes are holding you back or distracting you from achieving your vision and then use your strength and weaknesses to help delegate decide later tasks to help you overcome them. The thing to remember about your strengths and weaknesses is that if you don't narrow them down and be specific about them, it's very difficult for you to understand the things you can leverage and the things that you need to work on. For instance, bad at reading is a weakness. But is there more to it? Are you a slow reader? If you're a slow reader than the real problem is, you don't have time to read. So why don't you have time? Same goes with strengths. Great at math is a great strength, but let's really consider what it means and the impact it can have. For instance, SE math comes easy to me. So therefore, I can focus on other aspects of my goals that require my attention. That's why you can leverage it. The idea here is not for perfection, but for understanding. So I encourage you to spend some time with this and really, really think about that. Okay, so yet again, the important part of this exercise is just to be honest, to be brutally honest and truthful with yourself and really dive down into what the's core strengths and core weaknesses are I encourage you to share these with others in the projects in your project below. Sometimes it could be very uncomfortable because you're admitting things about yourself that you don't want people to know. But that's okay. Sometimes just admitting the people will help you motivates you to get over it on. More importantly, people here in this class share the same interests as you share. The same excitement aspirations is you, so they're gonna be very encouraging with. And if you are interested in pursuing and diving even deeper into what your strengths and weaknesses are, there's a few great tools out there that you can find that you can search online and get into Myers Briggs Personality Trait Test is a very popular survey that you can take can help guide you and tell you what your strengths and weaknesses are. The self profile S E L F Profile and the Clifton Strengths book are programs that help you identify your start these action programs I'm going through now and I will be going through over the next few months because apparently I have a lot of weaknesses, so I need to figure those out. We're going along. We're gonna talk about creating actions. Is your next step in the next video? So we'll see you soon. Good, actually. 6. Video #5: Creating APT Action: Okay, So you made this far. You created your vision for yourself. You have set some internal expectations and priorities in regards to your mission. You have set some very broad, bold, brave goals for yourself, and you've identified your strengths and your weaknesses. You know what's things you can leverage and what kind of things you overcome. The problem at this point that I see a lot with a lot of my clients is that when you write down a goal like get your MBA by the year 2022 that could be a very intimidating and scary goal. What the action plant the action processes is meant to help you break down these big goals into smaller bite size actions. So we apply what's called apt criteria to a set of actions. We're gonna break down these big goals into smaller, bite sized pieces in that project template below. You can start creating your own there, but let's go into what APS criteria means Apt stands for action. What is the smaller action in a specific form that needs to get done in order for the bigger goal to be achieved? Person who is responsible for completing it. Well, it will be you who is responsible for all of these actions. It is your action plan. After all, it is often better to guilt delegates some of these tasks. This at least gets you thinking about who can get it done more efficiently, perhaps than you and timing. You need to set due dates for everything. How will you know when you have when you accomplish something? How you know when you're done? Okay. How do you stay ahead if you don't know if you're behind? If you do not have due dates assigned to your small task, you will never know when to follow up with them. In the tools below, you will find issue that allows you to break down your apt actions. It is limited, of course, and you may find very well that you need toe add a number of rows or lists or actions to it . And that's fine. It's meant to be just a tool that you can use and it should evolve with you. Let's apply an example of the template. Say you have a goal to obtain your MBA by 2022. Then what are the steps needed to get there first. You need to identify M B A programs that fit your needs. So you put that in your spreadsheet. Next, Most MBA programs required to take the G maps. You need to take a Guilmette test. You need to gather all of your transcripts to be able to send to the schools that you are applying to. And perhaps some of the schools require a leadership or outside extra curricular activities in your resume, so you have to go out there and build up your resume. Next, you need to assign responsibility. For the most part, you're responsible for everything. But are there items that you can delegate others to get accomplished and that will free you up to work on other actions? I mean, only you can take the G. Matt, but perhaps you can ask a friend at the university to help you get your transcripts. As for setting dates, be realistic, but be aggressive. You may not need your transcripts for a couple months, but it takes time to study and prepare for the G. Matt. Also other steps to add. Because of the Guilmette, you have to take a practice exam you need to develop a practice study, you need to take a second practice exam all of these things or baby steps that help you build up to where you want to go. Your goals may not have a host of actions, which is fine, and the more you break them down, the easier it will be up to chew up and make progress towards your goal. As you can see, this particular step takes a lot of time and a lot of dedication. You really have to think about the actions and steps that go into each one of your each one of your goals from experience. I can tell you after doing this big action breakdown, it becomes very discouraging because there's a lot of things that go into these big goals. But what I can also tell you from experience is that after you've done it once, it becomes infinitely easier to do later on. Plus, we're talking about goals that might be a year or two years down the pipes, so your action items can and should be little bite size pieces along the way, so as you can if you if you stick to this practice. The first time you do it is very difficult, but it does get easier. And more importantly, you get really good at leveraging, and it helps you get your goals. So next we're gonna move on to a bonus section. Uh, that I usually don't share with my clients, but I'm gonna share with don't get 7. Video #6: Reviewing and Reflecting: Okay, There you have it. You have created your own personal action plan. Congratulations. Not typically. When I work with organizations, I have worked with him. Up until this point, we've identified actions. We've assigned those actions to somebody and we put a deadline on those actions. And that's usually where my interaction leaves. Sometimes when I work with individuals or entrepreneurs or even just the way I manage my daily task, I try to emphasize away to daily practice or daily habit to help you stay on track. And what they call that is I given an acronym. Yes, Another acronym. It's the PP, a acronym plan prioritise act on. What I do is I use that every day, and what I want to do is explain it to you. So you have a way of helping you make sure that you are staying on task with your action plan that you just spent so much time creating this daily practice. It's pretty simple. It's more of a habit, actually, than a process. Every morning for about five or 10 minutes, and usually over my first cup of coffee, I review the incomplete actions from my personal action plan. as well as the reactive actions have popped up over the past few days. Now again, reactive actions. Those that we described earlier at the beginning of the series that keep us from getting things accomplished or important. Okay, they come up every day, and typically they need to be acted on gays. We can't ignore them, but we need to integrate them into our process. So I spend about 10 minutes each morning I plan, and then I prioritize thes actions. Then I make a set of daily actions that in queued both the reactive actions that need to be done, as well as personal action plan actions that helped me get toward my goals. This way I make sure both of them are in my expectations for the day, and both of them get done. The Daily Plan prioritizing act probably looks familiar to some of you. It very much derives from Franklin Covey and his seven habits of influential or effective people. I can't remember the title of it. He had a process that I learned 20 years ago that really stuck with me, but over the years it changed and I adapted to it, and I want to emphasize that again only for the PP, a process. But for this entire process, this is a suggested set of ways to run your day. You need to identify your strength and the way that you could be most effective. Maybe more importantly, you need to identify the things that are keeping you from being most effective and overcome those. This is just one extra way to do it. There you have it. You have a personal action plan. You have a way to implement it on a daily basis. Let's go into some final thoughts in the next. I like it. Don't need it again. 8. Video #7: Final Thoughts: Okay, so here we are. Where are me? This is the impromptu improvisational part of this video. Today we are inundated more than ever, with content with distractions, with requests for our time. It's incredibly easy to get caught up in everything and become reactionary. And so we become reactionary inter activities and therefore we aren't taking proactive and productive steps toward meeting long term, meaningful, significant goals that really have an impact in our lives. The personal action planning process is just one tool that you can use to help you prioritize and triaged the activities air constantly coming at you so that you are balancing reactive activities with Proactiv activities that get you toward your goals. It's meant to be a mindset to help you create a structure in your decision making that helps you make decisions on a daily basis helps you prioritize your time. Okay, For that reason, it's really important that you write. I feel it's very important to write the plan down, which is why we created the project below. And of course, it's absolutely important to remember that your vision, your goals, your mission is going to change over time. I'll use me as an egg salad. Give you a personal anecdote. I've been doing this for 20 years. Okay? Since the first time that I was introduced to me, I've used it in planning processes. You've seen my ragtag statement that I carry with me on a daily basis. But you know, when I had Children, my entire personal action plan changed. My mission changed. I had a priority. Now that were little people who looked like me. That took priority over everything I did. Just a few years ago, I discovered that I truly, improbably a minimalist. I was very materialistic before. A lot of my goals were to buy things and have a house and have a nice car. Now I've completely changed. My mission is minimalize. You know, I prioritize experience over materialistic items. Point is, your vision and your personal action plane is going to change as well. Be open to that. Welcome those changes and just know it should change. That should evolve over time. This is nothing more than a structure to help you get there. Thank you. Thank you so much for joining me on this journey. Please share your personal action plans with others in the project folders below home. It might be intimidated and share this with people. And now, Okay, if you don't, it's okay if you don't. But I think you are surrounded by people that are here for a reason. Okay? And they will thrive and they will be supportive. And that is all you need. Plus, it's going to be It's going to create a level of accountability. Once you put it out there, you're gonna feel more inclined to do it. Another personal anecdote. This skill share class was on my personal action, so I procrastinated. But I got it done because it was on and I held myself account before. Also, Please do follow me. I will be posting more videos about action planning as well as other types of activities. How to apply them to projects have apply them in business and actually delving into specific parts of this. So thank you again. And I hope to see you again. Cheers.