Good to see you here for Part 3 of the Wheel of Life Series!  In Part 1 we had a look at what the Wheel of Life is about and in Part 2 we had a look at how to start using the Wheel of Life.  We looked at how to decide on the eight sections we’d use for assessment and how to work out what a 10/10 life means for us personally in the areas we choose to assess.

In this part, I’d like to have a look at goal setting and how we assess goals.  I’d also like to look briefly at how to adjust goals along the way.  I’m a great believer in bullet journalling and the philosophy behind the methods used.  Particularly, I love the monthly migration aspect of the bullet journal methodology.  In the words of Ryder Carroll teaching the methodology:

“At the very end of each month, set up a new Monthly Log. Once that’s done, review the pages of the month gone by. Chances are, you didn’t get around to completing all your Tasks. That’s fine! What’s important is figuring out which incomplete Tasks are worth your limited time and energy moving forward. Strike out those that aren’t, and migrate the ones that are.”

and

“It may seem like a lot of effort to have to rewrite all these things, but that’s intentional. This process makes you pause and consider each item. If an entry isn’t even worth the effort to rewrite it, then it’s probably not that important. Get rid of it. The purpose of Migration is to surface what’s worth the effort, become aware of our actions, and to separate the signal from the noise. This is where BuJo shifts from a system, into the practice.”

Part of our goal setting and assessment when using the Wheel of Life, and assessing quarterly (or monthly if you choose to do it this often), would be to examine the goals we’re setting and determining whether the actual goals are moving us toward our level 10 life.  Weed out what isn’t working and try something different.  Always, move forward.

In Part 2, one of the examples I used for a 10/10 for Finance might be to save ten percent of all income into a credit union account and have a cushion of three months expenses built up in a current account.  If I assess myself now, at the start of 3 months, at a 2/10 because I have an actual credit union savings account set up and maybe two weeks of a bit of a slush fund in my current account, then what would it take to get me to a level 10?  Do I have a budget set up where I know what my personal outgoings and incomings are?  Do I need to set this up?  Will I use an app?  Will I use a spreadsheet?  Will I set a weekly or monthly reminder to reconcile my bank account or accounts with this spreadsheet?  Will I assess every outgoing and other spending habits to cut down?  Will I need to set up a standing order on my current account to send over the ten percent on payday to the savings account?  How will I stop myself from spending the three months excess in my current account?  Should I open a savings pocket on the current account and put it there?  And so on.  There are very specific actions that need to be taken to achieve that level 10 goal.  It is up to you to work out how to prioritise actions and how to work out dependencies or prerequisites.

Setting achievable goals depends on many different factors.  It does require you to know yourself.  I’d recommend doing a bit of research (not a lot, don’t get bogged down) on different methodologies for goal setting.  The most common you’ll come across when researching in the personal development context would be SMART goals.  Choose your method wisely, as the last thing you want here is to set unachievable goals that break you down and make you feel like that level 10 is unattainable.  Start with baby steps and increase the goals as you go along.

Once you’ve set your goals, work out a task list of actions that you will need to actually do to achieve your goals.  Set deadlines on those actions.  It might work for you to set higher level goals for the year and then work out in quarters the next level action that needs to be taken.  From those quarterly higher level actions, you would draw down the actual minutiae for completion on a monthly or weekly basis.  Again, write all of this down in your journal.  You could also make use of an app like Microsoft Planner or Trello to set up boards with deadlines that integrates with your calendar so you have reminders on actions.  This might sound like a lot of work, but trust me, very satisfying when you get going.

Personally, I find this type of organisation allows me to maintain some sort of illusion of control over my life!  Covid lockdown sanity retained.

In the next part, we’ll look at how to review the process and pivot or change as needed.  Until then.

I hope you enjoyed Part I of this little series on the Wheel of Life.  Now that we have an idea of what the Wheel can do for us, we need to look at how to start using it.  This is going to require some introspection!

First, you need to decide the part of your life to which you will apply the Wheel of Life.  Will it be an overview of where you’re at as a person?  Will it be for a specific part of your life – maybe an important relationship?  Will you use it to aim for a promotion at work?

When you have decided the scope of the application, you’re going to look at the 8 sections you’ll be assessing on the wheel.  Obviously, these 8 sections depend on the scope of the application you have decided.  To recap, for a general overview, the 8 sections would be something like: {bullet points}

• Business and Career
• Finance
• Health
• Family and Friends
• Romance
• Personal Development
• Fun and Recreation
• Contribution to society

On my Wheel of Life, which is in the pie style, I have the following 8 sections:

• Work and Career
• Finance
• Health
• Family and Friends
• Significant Other
• Personal Development
• Fun and Recreation
• Physical Environment

Before we start dreaming of our 10/10 life, we need to set a time scope on this Wheel.  I do one for a year, and then assess at each quarter.  So, to make my year scope, I decide what represents 10/10 at the end of 12 months. and then I assess where I’m at now.  At the beginning of each quarter, I then assess how far I am and make adjustments to my specific goals and processes.

The next part of the process can be the really hard part.  This is where you need to identify or dream up for yourself what a 10/10 life would look like in each section of your Wheel of Life.  In the time frame you’ve set (3 months, a year, three years, whatever is appropriate), what is a 10/10 life in Work and Career?  For me currently, it would be having a solid customer pipeline (thanks for messing with that, corona!).  While I get great referrals, that are mostly word of mouth, from current and past clients or colleagues, it makes me nervous that we don’t have a stream of clients from tried and tested marketing and advertising.  To get a 10/10 would be a huge achievement, and probably not quite realistic in 12 months, but I felt that this year we could make significant strides in this direction.  I’d be happy if we got to a 7/10 by the end of the year.  For those of you who don’t know me, I run my own company, so these goals wouldn’t be related to a promotion in my own position.

What is a 10/10 in Finance?  This can be quite a tough question, as it depends on how hands-on you are with your own personal situation.  Would you bring family financial planning into this?  Would you consider your retirement years?  Do you need to learn more about different aspects of your personal finance?  A goal of mine might be to save ten percent of all income into a credit union account, and have a cushion of three months expenses built up in a current account.  Last year I achieved putting into place various life covers based on our potential needs.

What would a 10/10 be for Fun and Recreation? To be honest, this is probably the hardest section for me.  I love working, but my love of working isn’t conducive to a healthy work/life balance.  I constantly mark myself quite low in this section, and I battle to achieve higher scores.  This is where I have to work the hardest.  I’m a mom of two who are now 9 and 7 years old.  Who I was 10 years ago is not who I am today.  Some days, I feel like I’ve forgotten how to have fun.  Although, maybe that’s lockdown talking!  What is fun for you?  Do you have a hobby or an amateur skill you’d like to work on for your own pleasure?  Where are you at with that now?

And so on, and so forth.  I’ll spare you an essay on each section.  The first time you go through this exercise (of looking at your level 10 life), you might take a while to work it out, so set aside a decent chunk of time for this.

In practical terms, get yourself a notebook, and dedicate a page to each section describing what your level 10 life looks like.  Then, draw up your first Wheel of Life, and get ready to score your current status out of 10, compared to what your level 10 looks like.

In the next part of this little series, we’ll talk about how to set and assess goals that will help you achieve that level 10 life.