The 7 Questions to Answer to Build Your Personal Annual Plan

All things are created twice.  A house is first created in an architect’s mind, and then it’s built in reality.  A vacation is first dreamed about and then plane tickets are booked.

So it is with a successful life.  First you decide what you want to accomplish with your life, and then you go about building it in the way you’d like.

“Most people plan their vacations with better care than they plan their lives.” – Jim Rohn

Following are seven important questions for you to reflect on that will help you build your own personal annual (and life) plan.  The answers to them will give you important clues to how to structure your annual plan.

 

Question #1 What gives you energy?

Don’t ask yourself what you’re good at.  We’re all good at things that we hate doing.  I’m interested in the activities make you feel strong when you do them.  What do you do that, when you lay in bed at the end of the day make you feel excited?  Joyful?  Magnificent?

Every single person in this world has at least one unique genius; something that they’re uniquely good at that makes them feel strong.  For more information, try completing this free DISC assessment that comes with a summary of your natural areas of strength and weakness (CLICK HERE).

It’s really important that you know what your natural strengths are.  So, write down all the activities you do that really make you feel energized.

 

Question #2 What depletes your energy?

Most of us are good at two or three things, and bad at lots of other things.  The more time you spend in your areas of weakness, the less productive you are, and the more exhausted you’ll be at the end of every day.

Successful people come in all shapes, sizes, and personality styles, but they all have one thing in common.  They know what they’re bad at and they know what they’re good at.  And they learn to do more of what they’re good at and less of what they’re bad at.  Not complicated is it?

 

Question #3 What’s missing in your life?

Think of two key categories: your work and personal life.  Maybe you have more categories you’d like to include.  If you could wave a magic wand, what would you change about your life?

What missing ingredient would make your life 25% better immediately?

Bear in mind that there are unchangeable realities we must all face.  But most of what makes us unhappy is within our control to change. What are yours?

 

Question #4 What activities do you regularly engage in that feel like a waste of your time?

Are there mundane tasks at work that you do that someone else could do just as well?  Tasks that you should be delegating so you can do more high return jobs?

Are there committees that you should resign from?  Volunteer activities that you no longer have passion for, but you continue to do?  Other commitments that have run their course and need to end?

We’re great at making ‘to-do’ lists, but we need to also make ‘stop-doing’ lists.

Make a list of things you should drop out of.

 

Question #5 What is causing you the greatest unhappiness at the moment?

It probably won’t take you long to discover what this is.  Often the answer to this question will come to your mind in an instant.  You know immediately what would make a 50% difference in your life.

Name it.  Write it down.

We’ll include this in your plan as something to change.

 

Question #6 Is there an impossible roadblock that is overwhelming you or has you stuck?

If there’s something you’ve been working to overcome for more than a year, you’re probably not going to get there on your own.

If you’ve been working on time management, or weight control, or alcohol consumption, or getting past a toxic relationship and you feel stuck, write it down.

The first step is to put a name to it.  What needs to change?  Once you’ve named it, you can begin to make plans to get outside help.

Depending on what the issue is, outside help can look be a personal trainer, a professional coach, a therapist, a nutritionist, or a friend to have coffee with on a regular basis.

If it isn’t working after a year, you need some help to get yourself ‘unstuck.’

 

Question #7 What about your current path could cause you regret in 20 years if left unchanged?

Let’s conduct a thought experiment.  Imagine you are 20 years older than you are today.  You’re surveying the last (large) part of your life and taking stock.  In this thought experiment, nothing has changed about how you’re living your life today.

You’re still a smoker, you’re still overweight, you’re still struggling with anger management.  You’re still spending every penny you make.  Whatever your problem is, you’re still dealing with it.  Nothing has changed.

Now, imagine how this has played out in your life.  What does your life look like 20 years in the future?

Are you okay with having a life that looks like this?  I’m not saying you shouldn’t be.  It’s your life.  I’m just suggesting you ‘play the tape to the end’ and ask yourself the question.

 

In summary

We’re great at climbing ladders quickly and efficiently.  But sometimes you have to sit back and ask yourself, “Is my ladder against the right building?”

In other words, are you putting energy into doing the things that really matter to you?

Answer these questions to help find out:

  1. What gives you energy?
  2. What depletes your energy?
  3. What’s missing in your life?
  4. What activities do you regularly engage in that feel like a waste of your time?
  5. What is causing you the greatest unhappiness at the moment?
  6. Is there an impossible roadblock that is overwhelming you or has you stuck?
  7. What about your current path could cause you regret in 20 years if left unchanged?
Recommended Resources:
 

Uncover your strengths and weaknesses with our complimentary assessment. Boost your effectiveness at work and with your team.

Free Resource Library: Access our extensive collection of valuable resources for instant support in your personal and professional growth.

Explore Our Course Library:

Enhance your leadership skills with our diverse selection of courses. Take your abilities to the next level and become a more effective leader and team player.

Testimonials

Our Clients Love the Professional Leadership Institute

Your team will, too! Check out some reviews from our students.
The PLI program was invaluable to our network.
The range of topics delivered, the open dialogue, experience, and examples that PLI brought to each session were outstanding and provided a path for our Franchisees and Managers to look at leadership, coaching, and connecting with their teams in a new light. Many have implemented these strategies in their bakeries and have seen immediate results.
Michelle C.
COBS Bread
Highly recommend to help your team move forward
We have locations around BC and Alberta, so getting people on the same page can be very difficult... Until now. Our entire management team and location managers take the same great courses and then meet monthly online with our coach to apply it to our situation. People are engaged, the courses are excellent, we love our coach, and we are all learning together!
Jason Fawcett
President, Kelson Group
The result has been a transformation of our culture. 
We decided to implement PLI's strategies across the country in over 150 locations and over 3500 employees.  The result has been a transformation of our culture.  People's lives have been positively impacted - professionally and personally.  Morale is high and sales and profits are up as a result.
Daryl Verbeek
Daryl Verbeek
We’ve learned how to fix ongoing personnel issues once and for all
The roadmap laid out set our business up to quintuple in sales.  We've learned how to fix ongoing personnel issues once and for all, attract top talent, and spend our time focused on results, not internal staffing problems.  I highly recommend PLI to you - it's worked for us!
John DeJong
Satisfied Client
I had no idea that running a business could be this fun!
In less than 18 months of working with Trevor, he has transformed my business from being average to exceptional, where mediocrity is not acceptable, where being great is standard.  Working with PLI has allowed me to realize my dream of not simply owning a job, but owning a business.
Justin Bontkes
Principal, Caliber Projects
Our culture has taken major steps forward this year
Our culture has taken major steps forward this year with Trevor’s help.  He is funny, relatable, and his tools are very very practical and have helped us focus and upgrade our teams throughout our retail network. Trevor recently spoke to an employee group, and one person remarked, “I could listen to Trevor all day.”   We would highly recommend Trevor.
Stan Pridham
Founder, KMS Tools
The results have been remarkable
At first, we resisted, “This just won’t work with a law firm.” But we persisted and the results have been remarkable: our client base and profits have steadily improved, and staff engagement and morale is the healthiest its ever been.
Doug Lester
Partner, RDM Lawyers
Helped our fast-growing business become what it is today
I've experienced PLI's approach first hand and it's been crucial to sustaining our growth.  I can't imagine a business that wouldn't benefit greatly from his help.
Brian Antenbring
Founder, TEEMA
Provided practical ways to make positive changes
Trevor was incredibly well-received by the entire organization. He was able to articulate people issues that many of our franchisees were experiencing and provided them with practical ways to make positive changes. We have implemented the Star Chart tool across the organization and see it as vital to building happy, effective teams.
Aaron Gillespie
President, COBS Bread
Scroll to Top

Start Learning Today

For Individuals

Unlock your potential and accelerate your career with sought-after management and leadership skills.

 

Transform Your Organization

For Teams

Book a consultation to discuss your challenges and discover how we can help you build a winning team.

 

Sign Up For Weekly Tips!

Get Weekly Coaching Tips Straight To Your Inbox Every Monday.