Goal Setting Using Design + Storytelling | Rob Stenzinger | Skillshare

Goal Setting Using Design + Storytelling

Rob Stenzinger, Interactive Storyteller, UX, Game Design

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9 Lessons (28m)
    • 1. Introduction

    • 2. Life in 5

    • 3. Gratitude and Support

    • 4. Adventure Map

    • 5. A Day Without Fear

    • 6. Passion Pitch

    • 7. Reminder Word or Phrase

    • 8. Actions and Check-ins

    • 9. Keeping At It


About This Class

Goal planning can be fun, exciting and usefulWe have created the Where Next Journal and included it with this class. Join us as we walk through how and why to complete each exercise and offer tips and examples on how to get the most out of your goal planning.   

Throughout this class you will learn:

7 creative and analytical experiences designed to help you identify and articulate your best future.

  • Life in 5
  • Gratitude and Support
  • Adventure Map
  • Day Without Fear
  • Passion Pitch
  • Reminder Word
  • Actions and Check-ins

This class is for:

Goal planners looking to both design your goals and create a simple story to make your goals more memorable and shareable.

Co-taught with Kate Shields Stenzinger: Kate is a life coach, business partner, mom, wife. Kate coaches part-time and works full-time as a team leader, she has a lot of experience living joyfully in chaos. Kate has spent years studying child development, psychology, relationship dynamics and professional development.


1. Introduction: hi and welcome to the Wear next journal activities to design your goals and the story of your future. Planning your goals doesn't have to be daunting. We believe that goal planning can be exciting and useful. That's why we created the were next journal, which is included with this class. We walk through it with you share examples and helpful tips with a bit of playfulness and fun along the way. I'm Rob Sten Zinger. I'm a user experience designer. I work with product makers and leaders to build research, infused teams and the agents for positive change and make meaningful products. And I'm Kate Shield standing her. I work with leaders to define and designed their leadership style. I also work with couples on balance, big goals and how best support each other and many years experience studying, psychology, relationship and leadership. Where did this journal come from? Kate. We developed the Wear next journal system. Over 20 years of experience, we've done experiments and monitoring of our own goal planning system. We're bringing you only the best of the best of the exercises and activities that we really think work well. This is for everyone, for any time of year. This system will bring passion, purpose and clarity to your goals in store. Where next journal system is a rich workbook with creative and analytical experiences that are really designed to help you identify and articulate your best future. It is flexible. It is really designed to be done, however, makes the most sense to you. Is it flexible? Might be flexible. There's a lot of flexibility to manage to process. We hope you enjoy the process as much as we do every year up Next. My Life in Five, which is a design fiction visit. Visioning exercise, fishing fiction, design fiction, visioning exercise. Now load your copy of the were next journal and let's get started. 2. Life in 5: The first exercise is called Life in Five. And this is where you're going to do some visualization of your life in the next five years . So what do you want your life to look like? What kind of job you have. How will you get back to your community? These types of things really envisioned what it iss is gonna be your life in the next five years. Something that's really helpful when you start on a design activity is think about what are you worried about and get those fears expressed. Capture them. And so they're no longer holding you back and preventing other thoughts from coming out. Write them down and let him go. A timer is a tool that you and I use it quite often when we're trying to kind of really work through and kind of push through. It helps you to put pen to paper or accused a keyboard for a specific amount of time. Pick five minutes, pick 10 minutes. Whatever works best for you, just write and get those ideas out. What is your dream life? What does it look like? That's the point of that next step in the life and five gun page where you're using that sort of exploration to just let all the ideas out. And if you can maybe come up with enough to fill all the lines, and I think that's really key. Robbie is nonjudgmental. Part of the way that we developed that guide was to have a space that's really very specifically rough draft ish, rough draft ish eso think of this is sort of a warm up for letting your editor take a break . It also kind of helps me with anxiety. I would get these beautiful journals are gold planning systems to write in, and I would want to have everything perfect before I put it in the big book that I was gonna carry around with me all year, the last piece of the draft spaces thinking about what things look like. And if you can have a few ideas that come out that help you with actually picturing future situations, then you move to the journal page. If you knew you wouldn't fail, what would your life look like in five years thinking about what if money wasn't an obstacle and then what would that look like for you? as far as bringing about the things that you want to bring about. I mean, sure, it can be Scrooge McDuck swimming pool full of gold. But I bet there's interesting things that aren't just about the money where the money is there some kind of thing in the way that you're thinking about, and this is just giving you permission to sort of explore that, create that? What if the next one is a really powerful question when I have done these exercises and this really helps me to kind of move forward and push forward? And that is what does it look like if you allow yourself success in all areas of your life ? Sometimes we have ways that were blocking or stopping ourselves. So if I allowed myself to be, you know, the greatest mom, the best leader, you know, a fantastic coach and at all areas of my life was thriving. What would that look like? The last exercise into my life and five is thinking about, well, exactly. Writing out what your life will look like in five years, you at your fullest power and thinking it through as though it already happened. It's about describing it like it already happened because you are looking at your life five years from now. Put those rich details in. This is where you want to really exercise your creative writing skills. Really paint yourself a picture so that it has feeling and emotion and color and depth, and you have some examples here. They're really handy in the life in five page Journal, up next is gonna be gratitude and support. 3. Gratitude and Support: all right, moving into gratitude and support. This is a really important area to take some time and think about what we're gonna do in this exercises is really give ourselves some time to think back to the past. This is, I think, the one place in the journal where we actually reflect back to the past year. I think most of our stuff is all I'm moving forward, taking it some time to stop and reflect and look back at all of the people, the experiences, the resource is that have helped us through the past to the past. You guns a year. It could be a longer period of time than that. If there's something significant that comes up for you, write it down. Maybe it waas a person who really helped to, or a book that you read that was particularly impactful on. But what you're gonna do is start making that list of those things that really helped to make you who you are today and write a short thank you a little gratitude practice for the support that others have given you. It helps me remember that I'm I'm a part of something bigger than just me. I like how you tell nice I like you're talking to. Let's start this gratitude and support reflection by looking at the thoughts and fears that might be blocking you. And getting those captured and set aside gives us a chance to then move forward in my user experience facilitation of collaborative groups. I have explored this sort of exercise and have found others that may have different levels of comfort with it, and that's totally okay. I can understand how it can be difficult to ask for help identifying and capturing those has a utility. It may be uncomfortable, and that's OK. It could be difficult for some people to ask for help because that's the next section on. This page is really about where you might need to ask for help going forward in the future . Once you do, you're warming up through the guide page of gratitude and Support. Then you'll start working on exploring three different, really powerful separate areas. Looking at your past year of support when you received and then looking at the year ahead and thinking about where you'll need it. Then where will you be supporting others, bringing about what they are excited about making happens. It really does give you an opportunity in some cases, for me. Anyway, it helps me to feel a little better about the health that I'm gonna ask for, but also is a nice reminder again about where my giving back to communities. And how am I helping others? And how am I kind of paying it forward? Up next is a design activity we call your adventure. 4. Adventure Map: welcome to the adventure map section. This, I think, is probably the area of the workbook that has gone through the most changing in duration through the years, we have tried many different kind of ways to visualize, to draft on what I would call kind of our key goal categories. When you visit the Adventure Map Examples page, you'll see a variety of approaches that we've. We've explored anything from traditional digital mind map kinds of things where it's this hierarchy of exploring different areas than drilling in deeper. Or if it's doing that as doodles and exploring what happens next, when you sort of create some kind of visualization of something that's important to you and then start writing notes all around it through your own annotations, digging deeper and thinking through your life. And what are those categories? Air those areas of your adventure that you really want to be spending times. What are the key areas for you that become really important? And then, once those air defined is when you'll spend the time kind of drilling down, using all of the other exercises in the workbook to really come up with what are those goals that are going to get you again to wear that life in five. And one of the intentional aspects of this is that it is a different looking and different physical activity for you to explore. In practice, I tend to be a little bit more analytical and linear, and, you know, Rob really kind of encouraged me. And the more I started looking at things differently and using more visuals and doing more . And that's one of the points of doing this as a design activity is to put you in a different circumstance and then see what you end up exploring and creating. As a result, just stick with it, keep working through it, get your categories defined, and then start drafting those goals. So the first example we have oven adventure map is a place map again. This is that, really that concept of your life is an adventure, and you're mapping. You're drawing a map of where all the areas that you want to spend your time and spend your focus. I would have things like Mount Fitness, And so the mountains was my fitness goals, and so I want to spend some time on Mount fitness climbing and reaching the peak. And that was a really great visual for me, the lake being a tranquility lake. That's more of my mind, body spirit and the goals that I have around, you know, meditation in those types of things, allowing that to be a really visual representation of a map of my next adventures. So let's say you're more comfortable with exploring a list and then things that happen under that list. You're probably more about exploring the concept than maybe you have something that's very central, like my life. And then you start exploring things leg finance, fitness and then family. Then under there, you can come up with specific areas and more specific areas and then goals. Very nice alliteration there. Thank you. Yeah. Yep. So coming up next a day without fear. 5. A Day Without Fear: this design activity is called a day without fear, and it's all about giving yourself permission to set aside those things that help shape. Our day is typically where I don't think I'm alone in thinking that things I'm worried about actually have a pretty a huge effect on what I end up choosing and not choosing day in and day out. And it has a Q and A cumulative effect on the goals I end up. Achieving some healthy fear could be good, but when we're doing our goal planning our goal setting, we want to take some time and set that all part and really imagine a day of no fear. So we've got some exercises in here some really powerful questions in the workbook to help you think through that and think what your life would look like and how your life would be different if you spent the day without fear. Would you? You know, tell your boss off in a dramatic fashion and walk out the door or, you know, ask that friendly person on the bus for coffee and what we're asking you to do is not hold yourself back and let those things come out, Let them get captured in your wear next journal. We have two styles of the the exploring a day without fear. One is if something comes up that you have concerns about, What do you do instead? And then the other one is just looking at a day like you wake up in the morning. What happens as things go throughout your day and chronological diary of a day without fear . At the end of this, we also have space for some open journey because maybe you tapped into something that you want to get more thoughts out and fears could be like that. So we've got some space for you. This could be one of those sections of the workbook where you want to spend a little time. You maybe wanna let this percolate for a week. Maybe you want to start journaling on it and then come back to it. So again, make sure that you're giving yourself the space to complete these activities. You're giving your mind time to kind of work with some of the concepts that we're talking about. You know, with us on being fear based can bring up some stuff. So give yourself the time in the space and maybe come back to this one over the period of a week or even a serious of weeks to come back to this and and build this out a little further. Coming up next, we're gonna work on a passion pitch. 6. Passion Pitch: Welcome to the Passion pitch section of the Journal. It's a little bit more narrower focus than some of our other activities where we've been really dreaming big and thinking big and kind of thinking of our entire life holistically. And now this is an area where we do focus in a little bit and get a little bit more targeted. Passion pitch is about that situation. The all of us find ourselves it. When someone just asks you hate, what do you do? What are you up to that you're excited about? And it's really that kind of concise passion story that almost like your personal sales pitch. Think of this as something that you can use to get referrals to get clients to get recommendations so you want to be concise with your language, and you want to spend some time thinking about this one. There's three parts to your passion pitch, and again we start on the guide page, where you can just do some brainstorming and some high level ideas. You can jot down your bulleted list. You're gonna start with your passions. A pitch is a brief story that helps other people understand the compelling reasons why you're doing what you're doing. You can share that for a variety of your own reasons, which can be to include others and recruit and get support in what you're trying to bring about back to that support the gratitude and support exercise that we had done right? So your passion pitch can really help you find people that can that can support you in your upcoming goals. But also find people that could use your support, your help if you're building a side business, if it's just your main career, whatever the passion pitches that you're really excited about, what's the value that what you're doing will bring toe others? And then the third component? It's really around promotion, and this is the one that I think we all struggle with the most. This is about self promotion. This is about taking a deep breath, standing up tall and saying, I'm really excellent at this for the following reasons. I'm a fantastic X y Z. And here is why here is just tooting my own horn, patting myself on the back and it's awkward. So you're gonna take a deep breath. You're gonna write all those reasons down as to why you're the best at what you dio right there in your guide pidge and something that's incredibly challenging, yet worthwhile about a passion pitch. Is that whole perspective taking where you're stepping outside of yourself to say, What am I doing that is actually incredible, useful and going to make a big impact for others? Now we know this one is could be kind of a challenge for folks. So we have included in the guide examples of passion pitches. This is something that once you write it and revise it and revise it, you want to actually practice. You want to practice saying that you want to practice using the words you want to find the words that really connect the best for you. You have the ability to get those initial ideas out of your head on the guide page. Combine them in a raw sense. Just combine those ideas from your guide page and get them out in that initial section of combining the parts into a story. Then you can refine it a little bit more where you revise the story to be just three sentences that help others understand and know how to recommend things or others, too. That can help your goals or cause, because it could be a great asset. If someone walks up to you and says, Oh my gosh, there's a great podcast. There's a great book or what have you or someone you should get in contact with? Then, as you read that version out loud, you're going to come upon language that could be a little bit smoother because the next step is going to be to practice it. You're gonna call your friends and family. You're gonna practicing your passion, pitch to people. What you really want to do is you wanna watch, you wanna watch for their reactions. You wanna watch for what words land, what words feel good coming out of your mouth. Where do you kind of get quiet? Maybe you're not believing in those words as much. Those are all things to pay attention to because you're really your training, your brain, your training yourself to Teoh. Really dig in and buy into your goals and where you're going and what you want out of this life coming up next is your reminder word or phrase Talisman time. I've played Talisman for like 30 years 7. Reminder Word or Phrase: Welcome to the Reminder word section of the workbook. I think a lot of different goal planning systems used something similar. We have gone and done, Ah, guiding word and guiding phrase and a guiding T shirt slogan. We've kind of done a lot of different things we've combined. I think some of our favorites here to give you the most flexibility, a reminder word has been often challenging for me. I end up coming up with, like, a few words. It's really trying to take all of the work that we've been doing in the workbook and narrowing it down into a word or phrase that resonates with you as you're moving through life as things were getting busy as stressful days or coming as requests air coming in. It does help you to keep that word close so you can focus yourself on what you say yes to and what you say no to, so that you don't get halfway through the year or two towards the end of the year, and you haven't spent time in those landscapes of your adventure map that you had set up and intended to. This is a little bit of a touch point back toe. All of the work that we're doing is the reminder word in a way, is the most portable portion of all of these different design activities. You can take your word or your phrase and put it on a post it note and have it in your office. You can, you know, we've done lost the different things of making talismans. For him to carry around with us from stamped metal piece is a simple post it note having it on the front cover of my journal lots of different ways. You can take your word or your phrase and incorporate it into your everyday so that you see it and you have it. And, uh, it helps to keep you focused in on the path that you want to be on. So we are asking you in this section to really narrow it down to become incredibly concise . So when you take a look, holistically it everything that we've been working on, the workbook from your adventure map to your life in five to your gratitude and support needs all of it. And what is the word? What are the words that you see consistently throughout your throughout the guide things that you've written, there may be a word or a phrase that continually comes up for you. So this is a place that you wanna record that. Put that in this section and kind of think about. Try that on and again, sit with that word or that phrase you're going to brainstorm a list of as many words or phrases as you can. We've given you some samples to start with. There's a lot of, you know, ways you can go about this going back through your workbook and your journaling exercises that you've already done, just kind of sitting with. Even I know I have done where I'll take a period of days and just notice what words I kind of see in my environment and which ones kind of connected resident with me. I'm almost kind of looking for a sign for what's my word supposed to be just kind of see what comes to me. We have had the experience, I think, more than once where you kind of get to the end of a year or period of time that you're tracking your goals and are not ready to let go of that word and that is OK. You can keep that word. And we've done it where we've just kind of added on a new word. But captor, our previous years word, because it was still really relevant to our life and still something we wanted to keep our focus on. And that has been something that's really, I think, helped us also to continue moving forward with our goals so up next actions and check ins. 8. Actions and Check-ins: welcome to actions and check in. This is where the rubber meets the road. This is where your all of your hard work and planning is gonna start to really start to propel forward. This is where you're gonna put actions in place. You're gonna find the best ways to hold yourself accountable so that you meet in get all these goals that you have spent all this time thinking about. That's the big difference between the first section of the wear next journal in this one. So the first thing that we ask you to do in this section is to really think about what kind of accountability works best for you. One of the ways that I like to do this is to think about goals that I have achieved in the past. And how did I get there? What really worked for me? Was it having an accountability buddy? Was it making a public declaration that I was gonna learn something or try something or do something? What is the best kind of accountability that works for you? What I find is accountability isn't just a one item system. It typically takes a couple of out elements to make it really robust. And so it's a combination for me of like a date to try to accomplish something, or maybe a level of quality, your specificity, what I want to make happen, and then who am I going to talk with and celebrate with or get their feedback or have acknowledged or examined the thing that that I made? And these are all great things to think through now, when you've got kind of this plan forming, you've done a lot of plannings, and now let's put some action to it. This is also another area of the workbook that it's not a one and done. This is the part that for me, I revisit between daily and weekly for me is how I how I use the following pages that you're going to see next in the workbook is really kind of ah, daily to weekly somewhere in their time frame to keep me really focused on what it is that I am marching towards. The actions and check ins have two different worksheets. One of them is about looking back, and that looks a little similar to something you've seen earlier in the workbook and that's about doing this as a practice and repeating this process of saying What's working, what's not working in what are you really appreciate? Gratitude is an important practice. I think for people it's very important for us. And so that is included, as well as one of the things that I'm really grateful for. It gives you an opportunity to kind of write down. You could be categories of people or it could be people's names. To me goes a little deeper, insisting and grateful for my family. I won't write down. You know each person my family's name and something more specific or concrete that I'm thankful for. And then we have this other page called Looking Forward. And this is where you get to remind yourself about your life and five that I like to rewrite my life in five every couple of weeks, and I do find that it changes its really usually the same kind of themes. But I might have some more rich textured language or some more specificity, and then you add your next big goal because fantastic, you have this big picture in mind, but what you're doing to move toward it and that's what your next big goal is. Four. What's the immediate? Next thing you need to do to push one of those things forward? It's really important. And again, if you're using this page on the daily each day, what is the next step that I need to take? That's gonna have you moving forward, you know, at a great rate, getting something done every single day towards your adventure. Map goals coming up next. We have a bit of encouragement about keeping at this whole process. 9. Keeping At It: Congratulations. You've done it. You work through the whole work. Look, I help that you're feeling energized and excited and really looking forward to the period time ahead of you to the euro had to going on your adventure to following through in your goals. We want to remind you at this time to really be kind to yourself and be resilient goals. Take time. I think we said at the beginning of this class that when we look back, sometimes we see a goal that we had set 568 years ago. That has come, you know, that we have completed. But it didn't happen in the one or two years that we were hoping to that maybe it took a little longer. So goals and behavior change. All that stuff takes time. One of the exercises that I hope you took a chance to do is that your life in five. It will take you five years to meet that version of you. I hope that in the past, between here and there, you'll notice that setting some courses, doing some mapping, doing some exploration of your own intentions and then how you could actually bring them about probably helped you do mawr than you expected. So you'll find in the workbook. We do have some of our top tips, but we want to go over a couple of those with you now. And that is really committed to reviewing your goals, at least monthly doing a check in Have ah, goal, buddy. Sit down and look over your goals. One thing that we like to do is to kind of take all of our goals and we get them written up and kind of shrink him down into a little tiny, you know, gate point tight and have, like, a little one page or no card of all of our goals and our venture map that we can carry with us on the data on a daily basis. By describing where you want to go next, you have created a sort of emphasis of focus. That is what you want to have happen. And that could be a guide for what you say yes to and what kind of opportunities air you asking about versus the things that you are not really tuning into a much we'd like to thank you for spending this time with us and working through the wear next journal with us . Hope it has been useful and valuable Teoh, and that you worked through and come up with some great creative ideas. If you are feeling Stack, we are available as a resource. We're here to support you through this class through our journal and through our coaching practice.