Discover Strategies

What are my strategies for achieving my goal?

Now is the time to create a step-by-step plan on how to achieve your goals. This is accomplished by breaking down the major goal into less overwhelming minor goals and supporting tasks (see Figures 2 and 3).

Continuing with the example of “Retiring from work at age 60 in 30 years with an accumulated wealth of $4,000,000 dollars and in good physical and emotional health”, the major goal is broken down into 3 minor goals, each with supportive tasks (see Figure 2):

  • Minor goal #1: I accumulate wealth of $100,000 by January 1, 2019.
  • Minor goal #2: I adopt a healthy lifestyle by October 1, 2014.
  • Minor goal #3: I learn to be happy and enjoy life by October 1, 2014.

Take note the minor goals, just as major goals, are written as positive statements with intended dates of completion.

Under each minor goal are the tasks/strategies necessary to achieve the minor goal?

The tasks necessary to achieve minor goal #1 “I accumulate wealth of $100,000” are:

  • Task #1: I join an established dental practice earning $150,000/year, I.D.O.C. 9/1/14.
  • Task #2: I establish a savings plan (10% of net income), I.D.O.C. 10/1/14.

The tasks necessary to achieve minor goal #2 “I adopt a healthy lifestyle” are:

  • Task #1: I establish and follow a daily exercise plan, I.D.O.C. 10/1/14.
  • Task #2: I follow a healthy diet and reduce calorie intake, I.D.O.C. 10/1/14.

The tasks necessary to achieve minor goal #3 “I learn how to be happy and enjoy life” are:

  • Task #1: I maintain a positive attitude, I.D.O.C. 10/1/14.
  • Task #2: I associate with people that make me comfortable, I.D.O.C. 10/1/14.

While the illustration indicates only two tasks per minor goal, in reality it may be necessary to identify many more tasks to achieve your goal. The blueprint is not a static document. As you progress through life, your goals and ambitions become more complex resulting in a more complex blueprint. As the number and complexity of tasks increase, it may be necessary to upgrade tasks to minor goals and minor goals to major goals (see Figure 4). In our example, we elevate minor goal #1 “I have an accumulated wealth of $100,000” to a major goal. Task #1 “I establish a profitable practice” is elevated to a minor goal, and add supporting tasks of “Develop and provide a business plan to lending institutions” and “Find a location for my business that will fit my lifestyle”.

Note that each minor goal and task has its own intended date of completion. The I.D.O.C. for a task must be attained before the I.D.O.C. for a minor goal and the I.D.O.C. for a minor goal must be attained before the I.D.O.C. for a major goal.

These steps are completed for each personal and professional success cornerstone: Financial Health, Physical Success, and Emotional Success. The process may seem overwhelming. However, if you work on your blueprint in increments you’ll find the process manageable. Don’t expect to complete your Blueprint for Total Success in one sitting. It may take weeks or even months. Work on one section at time and allot enough time. Reserve 15 to 30 minutes each day to work on a particular item. Don’t become frustrated if you encounter an obstacle and can’t concentrate on that particular day. The blueprint is an ongoing process, and you have many years ahead of you to complete it.