Answer the following questions of the Pivot Planner exercise:
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Question 1 of 14
1. Question
Monthly Goals (Personal)
What were your goals for each month personally and professionally prior to this disruption?
Personally (family, fitness, environment, spiritual, community, relationships)Example:
April:
Attend college son’s college reception
Participate in “get out the vote” text campaign
Host Seder first night of PassoverMay:
Spend a weekend upstate with best friend
Reorganize home officeJune:
Son’s graduation
Attend a 10-day meditation retreatJuly:
Vacation in Maine-
Please feel free to refer back to previously answered questions.
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Question 2 of 14
2. Question
Monthly Goals (Professional)
What were your goals for each month personally and professionally prior to this disruption?
Professionally (if you’re an entrepreneur this includes revenue, marketing, fulfillment, creation, education/training)
Example:
April:
Launch an online program
Speaking event at The Open CenterMay:
Lead a live workshop for NYU
Attend ConferenceJune:
Take weekend professional development course
Present Lunch & Learn at Fiverr HQJuly:
Speaking gig at co-working space
Finish outline of a book-
Please feel free to refer back to previously answered questions.
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Question 3 of 14
3. Question
Journaling
Do some journaling in response to the following question: How has this disruption affected you personally and professionally?
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Please feel free to refer back to previously answered questions.
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Question 4 of 14
4. Question
Deferred Personal Goals
Of your personal goals, which must be deferred to a later date or have been cancelled? Put a “?” if you’re not sure.
Example:
April:
Attend college son’s college reception
Host Seder first night of PassoverMay:
Spend a weekend upstate with best friendJune:
Son’s graduation?
Attend a 10-day meditation retreat?July:
Vacation in Maine?-
Please feel free to refer back to previously answered questions.
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Question 5 of 14
5. Question
Deferred Professional Goals
Of your professional goals, which must be deferred to a later date or have been cancelled? Put a “?” if you’re not sure.
Example:
April:
Launch an online program?
Speaking event at The Open CenterMay:
Lead a live workshop for NYU
Attend ConferenceJune:
Take weekend professional development course
Present Lunch & Learn at Fiverr HQJuly:
Speaking gig at co-working space-
Please feel free to refer back to previously answered questions.
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Question 6 of 14
6. Question
Moving Forward with these Goals (Personal)
Which personal goals can you still move forward with? If none, that’s okay! If the goal is possible, put “?“
Example:
April:
Participate in “get out the vote” text campaignMay:
Reorganize home officeJune:
Son’s graduation?
Attend a 10-day meditation retreat?July:
Vacation in Maine?-
Please feel free to refer back to previously answered questions.
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Question 7 of 14
7. Question
Moving Forward with these Goals (Professional)
Which professional goals can you still move forward with? If none, that’s okay! If it is possible, put “?“
Example:
April:
Launch an online programMay:
June:
July:
Finish outline of a book-
Please feel free to refer back to previously answered questions.
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Question 8 of 14
8. Question
New Opportunities
What new opportunities are created for you in this situation? Necessity is the mother of invention. Is there anything you were doing that you could do differently?
Answer for both personal and professional.
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Please feel free to refer back to previously answered questions.
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Question 9 of 14
9. Question
Lost Wages
What are some ways you can make up for lost wages, revenue (ie: credit cards, family loans/gifts, small business loans, etc)?
Answer for both personal and professional.
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Please feel free to refer back to previously answered questions.
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Question 10 of 14
10. Question
Expenses
Are there ways you can pair back on expenses?
Answer for both personal and professional.
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Please feel free to refer back to previously answered questions.
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Question 11 of 14
11. Question
4 Months Ahead (Personal)
Now that you’ve clarified how to supplement finances and thought of alternative means of accomplishing some things, how do your next 4 months look?
Answer for the personal.
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Please feel free to refer back to previously answered questions.
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Question 12 of 14
12. Question
Moving Forward with these Goals (Professional)
Now that you’ve clarified how to supplement finances and thought of alternative means of accomplishing some things, how do your next 4 months look?
Answer for the professional.
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Please feel free to refer back to previously answered questions.
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Question 13 of 14
13. Question
Routine
Whether you work a regular job or run a business, creating structure during the unstructured time will keep you sane. What are your non-negotiables for each part of the day?
This is not a to-do list, its a routine! No more than three in each time slot!
EXAMPLE:
Morning
Coffee and watch the news
MeditationWork time
See clients remotely
Reach out to two people you haven’t connected with in a while and see how they’re doing
Project time (for me its work on a book, write newsletters, record videos, design programs!)Evening
Make/have dinner
Hang with the hubby
Digital sunset at 10.-
Please feel free to refer back to previously answered questions.
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Question 14 of 14
14. Question
New Normal
Anything else you need do, plan, or think about to embrace your new normal?
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Please feel free to refer back to previously answered questions.
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