Goals

Goals keep us focused. They keep us on track. They give us reasons to strive, push ourselves and achieve, and often help to provide meaning and purpose to our lives.
Index
Purpose
Goals is a section of Direction.
Direction consists of Value, Goals and Action Plan. Together they form your growth engine, to drive you along The Path.
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This page and section exists to guide you through defining your Goals.
Just be careful what they are. If they don't align with your Values, you may not like where you end up.
Introduction
Your Goals will change as you grow and adapt through life. They are your driving force, they help you grow and get where you want to be. They help guide your Action Plan, how you prioritise, where you choose to direct your attention, who you interact with, the types of work you do and ultimately the quality of your outcomes.
Definition
Goals: “The object of a person's ambition or effort; an aim or desired result.” - Oxford Languages
Inter-relations
The Workbook
You can use this Goals Worksheet in The Workbook as a guide for structuring setting your goals.
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Keep in mind you don't need to use this template, or use it verbatim. We are all individual and all have unique circumstances, so adjust to suit or create something yourself. It is purely a guide.
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That said, don't get too caught up in the specific 'tool' you do use. This template, a journal, a piece of paper, a notes app or something more elaborate they are all just tools. What is most important is learning, growth and momentum.
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If you are taking on quite elaborate, complex and detailed goals and projects you may want to review Planning and Execution (Create & Build) for more detail on structured planning methodologies.
Process
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With your Goals Worksheet or other tool:​
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Make notes, update and adapt them to suit as you review all the below and begin to build out your next most important Goals.​​
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Explore The Path:
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Take your time and have a long read and exploration around The Path. Get a feel for where you think you may be as a whole and within the stages. Does this help bring to light any next most important Goals?​
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Review the Goals: Models & Theories:
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Do any suit yourself and your situation? Or does a sum of parts approach suit you better? If none suit, move on to the Self Review, Lessons and Case Studies and create your own working model.
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Take the time for a Goals: Self Review:
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Are you being honest with yourself? Do you truly know your position and progress? In the tradition of the Socratic Method, check in with yourself.​
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Survey the Goals: Lessons:
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Where can you improve? What are you missing? Where are your roadblocks? Others have learnt these the hard way, so you don't necessarily have to.​
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Take in the Goals: Case Studies:
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Who do we choose as our distant mentors or anti-mentors? Who do we want to emulate for specific traits? Take heed of the stories of others. We are a storying telling species, they help us remember.​
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Curate your Goals: Library:
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Live vicariously through the biographies of others. Learn the lessons of history and life through the many texts since antiquity. These help us go deeper, absorbing the learnings, lessons and experiences of the many before us. ​
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1. Models & Theories
Models & Theories are essential tools for understanding, exploring, and interacting with the world around us. They help us unlock the mysteries of nature, solve practical problems, and drive progress and innovation in various fields of human endeavor.
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With that in mind, first we want to align this with what we are trying to achieve. Ultimately we want to grow and achieve our Goals. The Models & Theories then, need to help us to formulate strategic plans that can do just so.
The thing with strategic plans is they are more often than not dealing with systems of chaos (human nature, environments, economies, complex adaptive systems etc), and as such can not be completely fixed. They need to be adaptable.
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Dwight D. Eisenhower, the American military officer and statesman, once said, "In preparing for battle I have always found that plans are useless, but planning is indispensable."
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There are very few perfect models or theories that suit every situation. Every individual's unique goals have specific requirements to successfully execute them.
However, there are often general, timeless, adaptable or customisable Models & Theories that can be utilised to begin building momentum, or which are suitable to create from, a unique and flexible strategic plan.
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These Models & Theories are selected and continually curated with this aim in mind.
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Get creative. Use the Models & Theories verbatim, if they serve you in that form. If not, use them purely as idea generators, as partials to build upon or as starting points to adapt and customise.
If none specifically suit, move on to the Self Review, Lessons and Case Studies and create your own working model.
2. Self Review
Richard Feynman, the great physicist, once said, “The first principle is that you must not fool yourself — and you are the easiest person to fool.”
We need to check in with ourselves and keep ourselves honest. We all stray from our Values, Goals and The Path. That is normal, that is okay. What we do when we realise we have strayed is what matters.
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The Socratic method is a form of cooperative, argumentative dialogue to stimulate critical thinking and illuminate ideas. It is named after the classical Greek philosopher Socrates, who employed this method in his teaching.
In the Socratic method, instead of providing direct answers to questions, a person engages in a dialogue to explore and clarify their own (or others) thoughts and beliefs. This process involves asking and answering questions to stimulate critical thinking and uncover underlying assumptions or contradictions.
When applied to the self, the Socratic method becomes a means of self-inquiry and reflection.
3. Lessons
No one, knows everything. We all make mistakes. We are never correct the first time, every time. What was correct yesterday, can often be wrong tomorrow. Continual learning is the only way to progress.
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STRATEGY OF ONE does not have all the answers, but it can help minimise missteps. These Lessons are actions, principles, rules of thumb, cautions and cognitive frameworks you can use to help avoid traps and build momentum through each stage of life.
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Continually review and take what you need. Absorb the lessons that align with your Goals, and make them a part of your internal 'operating system'.
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Each Lesson has accompanying quotes from great minds that can help us symbolise and remember the Lesson. That way we can more easily draw it from our memory as required.
The portrait that partners each quote is aimed to make you feel accountable. The individual lived, experience and made the effort to share the quote you are benefitting from. Now you can honour them by living up to it in your life and work.
4. Case Studies
Take heed of the stories of others. We are a storying telling species, they help us remember.​
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We often won't understand the ramifications of poor planning, preparation or actions until it is too late. We have all had to learn something over and over. Either 'the penny doesn't drop,' we have cognitive biases that hold us back, or we do not quite yet have the accumulated knowledge or experience to tie it all together.
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The Case Studies are provided to help show what can happen when it all comes together or caution what can happen if it doesn't.
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The Case Studies are just appetisers to get you started. Read the referenced further readings in the Library (or similar books that might more readily align with your specific goals) to really submerse yourself into another's experience and absorb the learnings.
5. Library
If you are a reader already, you have an advantage. If you are not, learn to be. Start with what interests you, and your interests will expand. Carry a book, and read instead of scrolling. When traveling, listen to an audio version.
As the great thinker and investor Charlie Munger said, “In my whole life, I have known no wise people (over a broad subject matter area) who didn’t read all the time—none. Zero."
It is a non negotiable if you want to live well. It is a part of continually improving, of gaining wisdom and of making better decisions. As it is the culmination of all your decisions that shape your life.
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If we have referenced, or found a book, text or article to be foundational and useful, it will be listed throughout and also categorised for your reference below.
For your efficiency, the library provides a brief on why each book is included, and why, and for who, it may prove to be of interest or useful.
Output Checklist
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Completed Goals Worksheet from The Workbook.
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Completed Self Review Worksheet from The Workbook guided via Goals: Self Review.
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​Completed Strategic Review Worksheet from The Workbook for approaching any Goals related opportunities or challenges, guided by all key learnings from this section.
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Next Steps
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If you are still not sure of your Goals, don't overthink it and stagnate. Simply note down your initial thoughts and begin moving forward. They will adapt and solidify as you progress and explore The Path.​
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With your Goals now reviewed and front of mind, move on to your Action Plan.
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