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Plan your year — Deep Dives, Brainstorms & Themes

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The Exercise Process

  1. 1 Work the Worksheet together as a forum
  2. 2 Share your examples and tell stories to the group
  3. 3 Consolidate on a whiteboard or use post-it notes — make a big list of Deep Dives, Learn topics and Themes, then create a "Journey of Learning Year"
  4. 4 Now create your plan for your forum for the next 3 years
🔵
Personal

Items relating to you — your health, growth, habits, wellbeing

🟣
Family

Items relating to family relationships, parenting, partnership

🟡
Business

Items relating to your business — strategy, leadership, growth

Examples

Deep Dives

  • › My struggle in losing weight
  • › Why don't I get the stuff done I want to get done?
  • › Why can't I communicate honestly with my partner openly?
  • › Why do I struggle being present?
  • › Why can't I break through the sales ceiling I am at?
  • › Why don't I connect and understand my people I lead?

Brainstorms / SMEs

  • › How to eat well and look after myself
  • › How to build strong daily habits
  • › How to be the best parent to my kids
  • › How can I look after my parents as they get older?
  • › How can I build a leadership team?
  • › How do you implement a profit sharing program?

Themes

  • › Letting Go
  • › Consolidation
  • › Togetherness
  • › Learn together, stay together
  • › Growth Team
  • › Listening and sharing
🎯

Deep Dives

Things I am feeling and thinking about right now that I want to explore

🔵 Personal
  • No items yet — add one below
🟣 Family
  • No items yet — add one below
🟡 Business
  • No items yet — add one below
💡

Brainstorms / Topical Discussions / SMEs

Things I want to learn this year in my Personal / Business / Family life

🔵 Personal
  • No items yet — add one below
🟣 Family
  • No items yet — add one below
🟡 Business
  • No items yet — add one below
🌟

Themes

Things I want to work on — my themes for the year

🔵 Personal
  • No items yet — add one below
🟣 Family
  • No items yet — add one below
🟡 Business
  • No items yet — add one below

⚡ Quick Add — Urgent or Unplanned Topic

Something came up mid-meeting? Add it here instantly

Quick Items

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