2010 Goals
Spiritual
- Prayer with Rece every morning at 6:00am
- Bible daily (Gospels, Acts, Romans, Hebrews, James, Psalms, Proverbs)
- 1 Christian book per month
- YES launched (or some variation)
- Give $20k
Personal
- Give 15%, save 15%
- $100,000 Net Worth
- Work out daily, best shape of life
- Own rental real estate
- Travel 2-4 weeks/year
- Learn more about RE (license, experience in building, etc)
Business
- VP
- Success in Marketing (WAE, iEnergy, Social Media, Web, Customer Routing, WT)
- Monthly income from another source
Davies Goals by 35 (2015) – Each section in order of priority
Spiritual
- Pray every morning with Rece
- Pray every night with family
- Read Bible daily
- Have a Paul, Barnabas, & Timothy
- Leading a ministry
- Do a marriage book or Bible study with Rece weekly
Personal
- 4+ kids (at least one girl)
- Exercise regularly and be excited about my health level
- $350k net worth
- Own at least 2 other pieces of real estate
- Flexibility, Freedom and Finances to spend 4 weeks/year in WA & 4 Weeks/year coast or other (Ventura?)
- Investments??
- Teaching (in some capacity)
- Have at least one book published
Business
- MBA or targeted Executive Programs
- VP or higher
- $150k+ per year from job
Who Am I
Goals - 1,2,5,10,20 yr
Life Allocation
what you want in your life
%'s and schedule
God
1. personal
2. family
3. community
Work
1. Strategy
2. Managerial
3. Tactical
Family
1. Wife
2. Immediate
3. Extended
Education
1. Structured
2. Unstructured
Relationships
1. Service
2. Teaching
3. Mentoring
4. Missions
Personal MVV & SWOT
Primary Aim – Mission
Legacy – Vision
1. Goals
2. Projects
Values
SWOT
Strengths
Weaknesses
Threats
2008 Goals
Spiritual
- YES in full swing with a full-time, paid staff person
- At least 1 over-seas business/ministry model working
Personal
- $1,000,000 Net Worth (outside of MAS)
- Own a $1,000,000 home and at least 1 piece of rental property
- Travel 2-4 weeks/year
- Hawaii, Italy, Prague, Netherlands, tropical islands (Bahamas, etc), South America?,
- Learn more about RE (license, experience in building, etc)
- Have a plan for the next thing after MAS
- RE in Hart flat?
- Have my pilots license
Business
- 20/20
- Contribute $1,000,000 to NP3
2005 Goals
Spiritual
- Have a ministry plan for YES
- Board
- Calendar – 1st event in 2005
- $5,000 of funding
- T-shirts and marketing pieces printed
- Functional website (Trevor or Nicky T)
- Start a Young Married’s group/outreach at the Rock
- Mission’s trip overseas with Rece
Personal
- Married
- 9-14 Day Honeymoon
- Started MBA & a plan to get CPA license
- Own at least 1 piece of investment RE (or a piece of 1 with Oscar)
- Research and make progress toward pilots license
- In shape
Business
- 5+5=10 (10 after 100K owner salaries)
- Fully implemented sales automation system
- Working 4 days/week (40-50 hours)
- Initially school, eventually other ventures and education on Fridays
9/28/04
2004 Goals
I have three more months in 2004. I am not going to set out to dramatically change my life in these three months, but I do have some things to accomplish, some habits to set, and some momentum to gain.
Spiritual
- Quality time with God every day (at least 30 minutes)
- Truly connect, don’t let it become a dry routine
- Times – 1st thing or in bed
- Options
i. Read Daily Word
ii. Other scripture readings (proverb of the day, readings with Chapin)
iii. Read devotionals
iv. Prayer (journaling prayers)
v. Worship
vi. Bible Study with Rece
vii. Preparing for Study, etc
- Read 1 spiritual book/mo (write reviews)
- Oct
i. Wild at Heart
ii. Preparing for Marriage
- Get started on my ministry (Yes?)
- Meet with Christian brother(s) once a week (accountability)
- Mark’s group
- Couples? (Dan and Heather)
Personal
- Propose
- Share goals with Rece and goal-set together (assess monthly)
- choose date for wedding, budget, start planning
- Financial
- $25,000 In the bank (or owed by MAS)
- $3,000 in Roth IRA (Berk.b)
- Apply to Grad School in the Fall
- Exercise 4-5 times a week
- Train for and run ½ marathon in Jan
- Track physical metrics - 10% improvement on health by 1/1/05
- 2 active things with Rece/Week
i. Tennis, bike riding, running, walking, hiking, kayaking, swimming, rollerblading?, volleyball, etc
- Read at least 1 book per month & listen to 2-3/month (write reviews)
- Oct
i. Putting the One Minute Manager to Work (write review)
ii. Building Great Customer Experiences (started)
iii. Audio - Developing the Leader within you
iv. Audio - Execution
- Nov
i. Good to Great
ii. E-myth (started)
iii. What is Lean Six Sigma
iv. Audio – Jack
MAS
- Solid 3 Year Strategic Plan
- Budgets, Key Hire Timeline, Marketing/Experience Initiative, Corporate Calendar (with all changes of note)
- New Acc Software implemented
- $100 – 150 of Financing
- Sales Automation Plan
- Vendor selected, budget, timeline, etc
THINGS TO CHANGE ABOUT ME
1. Getting overwhelmed every 2-3 months (get down/need to vent)
i. Taking on too much
1. not being able to say no (know my limitations)
2. too optimistic (I really think I can do it) (over-promising)
3. want to please everyone (especially Buddy)
2. Being too concerned about what others think
i. Not wanting to let people down
1. letting that eat me up
2. internalizing, getting frustrated
3. Lack of trust in others
i. Trying to do everything myself
ii. Hard time delegating
iii. Hard time holding people accountable
1. pressing people to give 110% (getting more out of people)
2. want everyone to like me
3. openness/ honest with my feelings
4. Motivation/ Discipline/ Consistency
i. To eat right
ii. To exercise
iii. To spend time with God
5. Physical Insecurities
i. Transferring those to Rece
ii. Dissatisfaction
Life Timeline (in order of priority)
What:
1. steps to get there with deadlines
Why/Purpose:
When:
How:
http://www.biblegateway.com/, James.doc, Proverbs.doc
Values/Virtues (Personal Mission or Constitution)
E-myth – Primary Aim:
1) To take action on the wisdom I receive from God in solitude
2) To learn and teach godly wisdom in a passionate yet safe environment
Faith
- Read
Wisdom
- Read
2005 Goals (OLD)
Spiritual
- Read Bible every day
- Pray at least 15-30 minutes a day
- Get involved more at church – one event per month
- Meet with Christian brother(s) once a week (accountability) – Oscar, Mark’s group
Ongoing
- Wake up between 5:00 and 7:00 every morning
- No unhealthy food or TV after 9:00 - ok
- Exercise 4-5 times a week (weights 3 times/week)
- Read at least 1 book per month & listen to 2-3/month (CD club?)
Checklist – attainable
- Read or listen to 10-15 business books/seminars by 1/1/05
- Anthony Robbins – Personal Power II
- Atlas Shrugged
- 7 habits
- Putting the One Minute Manager to Work
- Thinking for a change – John Maxwell (reading)
- Failing Forward – John Maxwell
- 10% improvement on health by 1/1/05
- Buy a house or condo (summer 2004) – Fall 2003
Business
- $100,000 profit on the 2003 tax return -
- Treasure map and 20/20 budget 100% complete by 1/1/04
2008 Goals (OLD)
Business
- 20/20 by 2008
- Contribute $1,000,000 to NP3
Personal
- $1,000,000 Net Worth (by age 27) (outside of MAS)
- Own a $1,000,000 home and at least one piece of rental property
- Married
- Travel 2-4 weeks/year: Hawaii (2-3 weeks), Europe (1 mo)
Progress update (11/2003)
- More control over “secret sin” – 9/28/03
- More disciplined
- Reading Bible daily
- Flossing
- Getting up in the morning – more passion
- Diet and exercises – 10/10/03
- Fresh ideas, vision, & clarity – blessings from God
- I am now writing them down and putting them into action
- Confidence – discussed weaknesses with Cynthia and Buddy (created interrupts)
- Identified my pleasure and pain motivators (identified the lies/liar – “wizard of OZ”)
- Pleasure - Respect, Recognition, Giving, Making others better (feel better)
- Pain – embarrassment, fear of what others think
- I passed the CPA Exam –11/6/03
- Good progress on treasure map, operational flow, and playbooks – 11/2003
- Hired Dave– 11/2003
Ideal Wife… Rece Burd
- Physical
- Subtle beauty
- Long brown wavy hair
- Athletic
- Glasses for reading
- Green eyes
- Emotional
- Loving, soothing, calming
- Supportive
- Not too emotional or needy
- Strong family
- Excited about being a stay at home mom (when we have kids)
- Mental
- Deeper level
- Enjoys to learn and grow
- Ambitious, driven
- Spiritual
- In love with Jesus (and me)
- Discernment
- Christian upbringing
- Wisdom
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