By Susan Letterman White

1. Look Back: Select your “look back” timeframe | Are these statements true for you?

  • I am happy with the salary or profit from my business generated.

  • I am happy with what I have accomplished.

  • I am happy with how my network of relationships (peers, customers/clients, referrals, support) worked for me.

  • I am happy with what I did (how/processes used) to generate my salary or revenue, goals, and network of relationships.

2. Regardless of whether you are happy or not, what went well and what do you wish had gone better?

3. What did you learn about yourself, what you want, your leadership and career skills, and your challenges?

4, Is there anything you would change if you had a magic wand?

5. Look forward Select your “look forward” timeframe | Are these statements true for you?

  • I know my goals

  • I know what I need to do to achieve each goal.

  • I have the resources (time, money, space, technology, network) to reach those goals.

  • I have the technical, leadership, and career skills to reach those goals.

6. What are your goals?

7. How will you achieve each goal?

8. What resources will you be using to reach each goal?

9. What skills will you be using to reach each goal?

10. What are your challenges and obstacles?

11. What is your plan to eliminate, go around, or manage each obstacle?

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