Part I of workbook for workshop “Your Personal Strategic Plan for 2021 and Beyond”

1. Workbook for workshop
“Your Personal Strategic
Plan for 2021 and Beyond”
Part I (Jan 13 2021)

2. Before proceeding...
● Are you in comfortable environment?
● Do you have at least 20 minutes of uninterrupted time for
yourself?
● Please make a copy of
this workbook for
yourself

3. Why Personal Strategic Plan?
● It outlines a clear path for your future
● It brings a sense of focus
● It improves your self-awareness
Source : https://www.strategyblocks.com/blog/why-we-need-to-do-strategic-planning/

4. What is Personal Strategic Plan?
● It is a guide in implementing your vision,
mission, values and goals.
● It encompasses the following main areas
○ Career issues
○ Finances
○ Health
○ Key relationships.
● Examples :
○ Vision : For each of our stores to be loved,
valued and the first choice of local people.
○ Mission : We aim to provide good quality
merchandise that offers both value for money
and meets the needs of local customers.

5. Personal Strategic planning steps in this workbook
Step 1 : Be familiar with your personal values. With your
top 3 values, imagine the ideal life.
Step 2 : Ask the focus question, e.g the life question you
want to explore in this planning process.
Step 3 : What is the current realities for you?
Step 4 : Explore critical factors post COVID-19 that may
impact you personal life
Step 5 : With these factors in mind, draft your personal
vision statement

6. Your top 3 personal values? [1]
Below are some examples.
Dependability
Reliability
Loyalty
Commitment
Open-mindedness
Consistency
Honesty
Efficiency
Innovation
Creativity
Good humor
Compassion
Spirit of adventure
Motivation
Positivity
Optimism
Passion
Respect
Fitness
Courage
Education
Perseverance
Patriotism
Service to others
Environmentalism
Source : https://examples.yourdictionary.com/examples-of-core-values.html

7. Your top 3 personal values? [2]
Jot down your response below. Duplicate this page if
necessary.

8. Short Visualisation
Video
https://melrobbins.com/10-
questions-to-help-you-visu
alize-your-future/

9. Your top 3 personal values? [3]
Based on your top 3 personal values, how do you describe
your IDEAL life? You may draw a picture or write a story in
the space below.

10. Focus of Personal Strategic Plan? [1]
Example : How will I live and integrate life in the next 3
years?

11. Focus of Personal Strategic Plan? [2]
Jot down your response below. Duplicate this page if
necessary.

12. Current situation? [1]
Example : How do you describe your personal situation at the
moment?
● Career issues
● Finances
● Health
● Key relationships

13. Current situation? [2]
Jot down your response below. Duplicate this page if
necessary.

14. Critical factors post covid-19 for you? [1]
Examples:
1. Testing and social distancing
2. Supply chain resiliency
3. National/local government response
4. Willingness of consumers to return to normal
5. Arrival of vaccine
6. Shape of economic recovery
Source : https://www.pwc.com/us/en/library/covid-19/using-scenario-planning.html

15. Critical factors post covid-19 for you? [2]
Jot down your response below. Duplicate this page if
necessary.

16. Operating vision? [1]
Example : What do I want? What would it look like if I had
it?

17. Operating vision? [2]
Jot down your response below. Duplicate this page if
necessary.

18. During workshop, do you want to share your
Planning with big group or with your
partner?
Facilitator will ask your preference before
starting of workshop on Jan 13

19. Sharing session
Some guiding questions
● What is behind the top 3 values?
● What are relationships between
your values and operating vision?