Instead of a resolution for the new year, try preparing a strategic plan for the rest of your life. I always make new year’s resolutions, but Ialsoput “SALY” (Same as Last Year) after some of last year’s. Resolutions are made with great resolve, but things interfere. Sometimes it is the lack of a plan or time or a deadline; or sometimes it’s the inability to fit the resolution into the big picture of my life.

During the summer and this past month, I have been coaching quite a few accounting firm partners to help them develop their strategic plans and it dawned on me that these same principles can be applied to individuals. So, I am proposing you develop a strategic plan rather than resolutions this year. To get started, here is a way to proceed with your personal strategic plans.

  1. Write down where you would like to be or what you would like to be doing or want to learn in the next five years.
  2. Write down if you believe you are on track or have a plan to achieve those goals.
  3. If you do not believe you are on a path to achieve where you would like to be in five years, write down one step you can take to get started and when you’ll take it to get to where you want to be.

I think this is a pretty easy me thing to develop a strategic plan but know from my interactions with colleagues and clients (and also myself) that the hardest part of this is #1. Identify your goals or strategy. Also, writing it down creates a reality to it, more so than a vague idea or an unclear dream.

If you are in control of getting where you want to be or are fully satisfied with your present situation, then good for you and you should feel good about it. However, if you would like to make some changes, or grow or learn something new, then try my method. I think it will work.

Have a Happy, Healthy, Peaceful and Successful New Year.

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