Home » Blogs » Probably Your Best Year Yet Exercise: Identifying Your Roles and Goals

Probably Your Best Year Yet Exercise: Identifying Your Roles and Goals

This article introduces an exercise which is at the heart of personal planning and is the basis for all personal goals, especially as we head into a new year.

The exercise below is an extract from the personal planning section of the Check-in Strategy Journal. It is entitled Probably Your Best Year Yet.

Why use the Your Best Year Yet exercise?'

While most are happy to plan their business activity, few take the same methodology to their private life. It makes sense to apply a similar discipline.

In fact, it is only when we get the business and the personal goals and actions all working together that things really become electric!

What is it?

This exercise challenges you to identify success and failure, your key roles and goals for your personal life and prioritise accordingly. No small task.

How to use it?

This is a quiet room activity. You may need time. Quite a lot. There may be a few questions and not a lot of paper, but this will really get you thinking.

The questions that I usually provide in a worksheet address your recent successes and failures.  They are a great way to calibrate where you are and where you would like to focus your efforts over the coming year.

Instructions: Spend some time alone and consider each question, one at a time. By the end you should have a list of actions that you need to carry out.

  1. Looking back over your past year, what have been your achievements, and what have you learnt from them?
  2. Looking back over your past year, what have been your disappointments (in other words, your failures), and what have you learnt from them?
  3. What have been your self-limiting beliefs? What excuses have you made or used to justify poor performance? How will you overcome these?
  4. List your different roles in life, up to eight (e.g., father, husband, managing director, coach, boss).
  5. For each role, list down eight things that you want to achieve in the coming year.
  6. Which role is (or which roles are) more important to you than the others? List them in order.
  7. From the lists of all the goals for the forthcoming year, mark the eight most important ones.
  8. For the eight key goals, now address how you are going to achieve them. For each goal: How will you know that you have achieved it?
  • What resources do you need?
  • When will you have completed it?
  • What other things is it dependent on?
  • What are the steps? Work out a timetable. Map your plan.
9.    Oh, and one more question...

Which actions or behaviours have you used to (subconsciously) sabotage your previous efforts to succeed?

What things might limit your success this time and how can you remove them?

Robert Craven

Robert Craven

International Keynote Business Speaker


Branding and Web Design by