2018 On Purpose Program Planner.pptx

2018 ON PURPOSE C O N F E R E N C E

“THE TWO MOST IMPORTANT DAYS IN YOUR LIFE ARE THE DAY YOU ARE BORN…AND THE DAY YOU FIND OUT WHY”

MARK TWAIN

ABOUT OUR DAY: FINDING YOUR FORTE

Our speakers, panelists and facilitators will navigate through a series of topics related to pursuing purpose. We affectionately call this “YOUR FORTE”. Each person should have one. It’s like a blueprint for how you should plan your pursuit of purpose. How you should focus your: • GIFTS AND STRENGTHS (What you’re good at) with your • PASSIONS (What you love to do) with • MOTIVATIONS that reward you. And then channel those three through your • PURPOSE that fulfills you.

YOUR FORTE

YOUR FORTE is a planning document that operates much like a building blueprint or a company’s strategic plan. These are the parameters to leverage in building your vision and plan.

While items may shift over time, you should be able to complete a forte and revisit it periodically for updates, possibly quarterly.

ABOUT THIS BOOKLET AND THE PLAN

This conference experience is designed to enable participants to: • Listen and be inspired to and by other professionals and their pursuit of purpose. • Think through what they might do in 2018 to pursue purpose for themselves. This booklet includes information on the speakers and panels in addition to planning tools so that attendees can actively plan. We expect that through this experience, participants will both actively listen and actively write/plan. Some of the planning tools will have response blocks in green. It is our hope that you will use those items in a plan that you can work to complete throughout the year.

We will build a planning document from those items for you. Just take an image of those pages when you’ve completed the page and send it to us via email or your Basecamp project.

After the conference, we will send you a formatted planning document with the items you sent images for you to use to manage your progress and accountability.

“YOU ARE NOT HERE MERELY TO MAKE A LIVING. YOU ARE HERE IN ORDER TO ENABLE THE WORLD TO LIVE MORE AMPLY, WITH GREATER VISION, WITH A FINER SPIRIT OF HOPE AND ACHIEVEMENT. YOU ARE HERE TO ENRICH THE WORLD, AND YOU IMPOVERISH YOURSELF IF YOU FORGET THE ERRAND.”

WOODROW WILSON

FORTE TALK 2017 REFLECTIONS

NOTES

KEY TAKEAWAYS INTO 2018

2017 REFLECTION

2017

2017 REFLECTION

Going through your calendar Go through last year’s calendar week by week. If you see an important event, family gathering, friendly get-together or a significant project, write it down here. Business

Career

Leadership

2017 REFLECTION

This is what my last year was about What aspects were the most important to you in the following areas last year*? Which happenings or events were the most significant? Summarize briefly. Team Role

Boss

Skills

Growth

Bus Performance (Rev and Cost)

Impact

Project

Purpose

2017 REFLECTION

Six sentences about my past year The wisest decision I made...

The biggest lesson I learned...

The biggest risk I took...

The biggest surprise of the year...

The most important thing I did for others...

The biggest thing I completed...

2017 REFLECTION

Six questions about my past year What are you the most proud of?

Who are the three people who influenced you the most?

Who are the three people you influenced the most?

What were you not able to accomplish?

What is the best thing you have discovered about yourself?

What are you the most grateful for?

2017 REFLECTION

Three of my biggest accomplishments List your three greatest accomplishments from last year here.

What have you done to achieve these?

Who helped you achieve these successes? How?

Three of my biggest challenges List your three biggest challenges from last year here.

Who or what helped you overcome these challenges?

What have you learned about yourself while overcoming these challenges?

2017 REFLECTION

The past year in three words Choose three words to define your past year.

The book of my past year A book was made about your past year*. Write down its title.

* Apologies if we got it wrong and yours was made into a movie. Sorry about that.

Farewell to your last year If there is anything else left that you would like to write down, or there is anybody you would like to say goodbye to, do it now.

You’re done with the past year. You have just finished the first part. Take a deep breath.

Get some rest.

THE YEAR AHEAD

2018

FORTE TALK PASSIONS

NOTES

KEY TAKEAWAYS INTO 2018

FIND YOUR PASSIONS

These questions are from the Your Crescendo Passions Assessment that you may have already completed.

1. When I was younger, I would think “When I grow up, I’m going to Also comment on the effort you put in to pursue that ambition.

“.

2. In my career, I once had an assignment or project that afterwards, I thought “If I could have a career focused on this, I would be completely fulfilled and in my zone.” What was that experience?

3. If I all of a sudden realized I had unexpected free time to put in work on something, I would use the time to .

4. If you know me well, you would likely know that I REALLY love to work on .

FIND YOUR PASSIONS

5. The topic that I have built the most expertise on my own drive, interest and work is .

6. If a television network called and said “We’d like to feature you in a how-to TV show, what would you like it to be about?” What would you suggest .

7. If I needed to give someone something that best demonstrated to them what I love to do, it would be .

8. My greatest sense of accomplishment and fulfillment came after I

. Describe the effort required to achieve this accomplishment.

FIND YOUR PASSIONS

9. If I didn’t have to worry about money or other obligations, and could do something I REALLY enjoyed and could do over and over and never grow tired, I would .

10.As you review your responses above, are there up to recurring themes that we can take away from this exercise as a summary of your passions? What would they be? List up to 3 (if possible, in order of intensity)

2017 PASSIONS PLANNING

PASSIONS Recurring Themes from your Passions Assessment Responses Focus on passions that reflect work that you’ve invested. (for example, avoid ‘travel’ or ‘relaxing with family’ type responses.

BASELINE How much you currently utilize it?On a scale of 1 – 10

2017 ACTION ITEMS How will you tap into this passion in 2017?

FORTE TALK STRENGTHS

NOTES

KEY TAKEAWAYS INTO 2018

STRENGTHS AND GIFTS

STRENGTH From StrengthsFinder

WHAT IT MEANS In Your Words

RESONATES Do you agree? (High, Med, or Low)

BASELINE How much you currently utilize it? On a scale of 1 – 10

2017 ACTION ITEMS How will you leverage in 2017?

FORTE TALK MOTIVATIONS & PRIORITIES

NOTES

KEY TAKEAWAYS INTO 2018

THE MOTIVATION MATRIX

These 13 statements represent the range of motivations that excite entrepeneurs and non-entrepreneurs alike. Pick that three that matter most to you.

I want a setting that provides a sense of belonging and colleagues I enjoy. Who do I do something with is almost as important as what I do.

I derive satisfaction from helping others with their concerns. I constantly look for ways to make making customers’ and employees’ lives better.

I find supervision very difficult to live with. I want to make my own decisions.

I expect exeptional monetary rewards. That could mean pulling down a fat compensation package, or starting, building and selling a business.

I want work that pushes me to solve problems or master new skills in areas I find intriguing. I prefer to explore further rather than to finish quickly and be done.

I want time and flexibility to enjpy my family, leisure activities, or other things outside of the office. I like control over my schedule and proximity to home

I want to be responsible for and to direct employees. I derive satisfaction from finding, developing, and rewarding talent.

I value the experiences, people and opportunities that put me in position for my next move. I think long- term: how this will lead me to the next, bigger thing.

I want to make important decisions that affect everything from policy to people. I want to be the one who make things happen.

I desire high recognition and respect – generally through my affiliation with a well-known, well-thought-of organization.

I want the opportunity to win praise. I prefer an environment where hard work is appreciated. I feel just as comfortable in a star culture as in a team culture

I value predictable income, benefits, and future employment. Stability (which is to say protection from downsides – upsodes are OK) is very important.

I like to mix the tasks required by my job with activities I find enjoyable, or with the opportunity to seek new challenges.

MOTIVATIONS

MOTIVATIONS Choose 3 motivations that: • Fuel you • Drive you to pursuit completion • Have been rewards

for your greatest accomplishments

BASELINE Are these rewards currently at stake for you? On a scale of 1 – 10

2017 ACTION ITEMS How will you tap into this passion in 2017?

FORTE TALK PURPOSE

NOTES

KEY TAKEAWAYS INTO 2018

PURSUIT OF PURPOSE

CURRENT STAGE OF PURPOSE R Check the items that feel most true

I wonder what my purpose is I have a sense of purpose but haven’t committed it to a statement I have a purpose statement but am not sure if it really resonates with me I have a purpose statement that I gets me fired up. I’m just not acting on it.

SUGGESTED NEXT STEP

>> Discover Purpose >> Clarify and Express Purpose >> Confirm or Reaffirm Purpose >> Execute Purpose

2017 ACTION ITEMS How will you advance your pursuit of purpose in 2017?

ON PURPOSE CHECK POINT

In 2011, Your Crescendo committed to a mission to get the world on purpose. For project delivery and professional services leaders, this means aligning their careers and their business with their purpose. We believe there are three questions that will tell us if that is the case. We’d like to know if, in fact, those questions hold true for you. Please take a quick moment and answer these questions according to how YOU feel.

1. Do you feel that you have a clear purpose and impact based on your gifts, passions and motivations? (On a scale from 1 - 10 with 10 being ABSOLUTELY YES and 1 being ABSOLUTELY NO)

9 10

2. Do you feel that you have a time-phased plan (short-, medium- and long-term) with goals and action items?

9 10

3. Are you currently executing your plan?

4. Effective date for this checkpoint (If not today) In other words, you can submit this to reflect how you felt at a date in the past. Please tell us the date you’re reflecting on.)

YYYY

5. Are you currently working with Your Crescendo (as of the last 90 days?)

Yes

No, not within the last 90 days

6. If no, when did you last work with Your Crescendo (approximately)?

YYYY

FORTE TALK VISIONS, GOALS, ACTIONS

NOTES

KEY TAKEAWAYS INTO 2018

VISIONS, GOALS, ACTIONS

2018 VISION SNAPSHOTS

This time next year I want to see this photo…

GOALS

To realize this vision I must meet these goals

ACTION ITEMS

To reach this goal I must complete these action items

OTHER NOTES

THINKTANK FAILED PROJECTS AND DISENGAGED PEOPLE. COINCIDENCE?

NOTES

TAKEAWAYS