Pivot Planner

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 Passover

May:
Spend a weekend upstate with best friend
Reorganize home office

June:
Son’s graduation
Attend a 10-day meditation retreat

July:
Vacation in Maine

Please feel free to refer back to previously answered questions.

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 Center

May:
Lead a live workshop for NYU
Attend Conference

June:
Take weekend professional development course
Present Lunch & Learn at Fiverr HQ

July:
Speaking gig at co-working space
Finish outline of a book

Please feel free to refer back to previously answered questions.

Journaling

Do some journaling in response to the following question: How has this disruption affected you personally and professionally?

Please feel free to refer back to previously answered questions.

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 Passover

May:
Spend a weekend upstate with best friend

June:
Son’s graduation?
Attend a 10-day meditation retreat?

July:
Vacation in Maine?

Please feel free to refer back to previously answered questions.

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 Center

May:
Lead a live workshop for NYU
Attend Conference

June:
Take weekend professional development course
Present Lunch & Learn at Fiverr HQ

July:
Speaking gig at co-working space

Please feel free to refer back to previously answered questions.

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 campaign

May:
Reorganize home office

June:
Son’s graduation?
Attend a 10-day meditation retreat?

July:
Vacation in Maine?

Please feel free to refer back to previously answered questions.

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 program

May:

June:

July:
Finish outline of a book

Please feel free to refer back to previously answered questions.

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.

Please feel free to refer back to previously answered questions.

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.

Please feel free to refer back to previously answered questions.

Expenses

Are there ways you can pair back on expenses?

Answer for both personal and professional.

Please feel free to refer back to previously answered questions.

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.

Please feel free to refer back to previously answered questions.

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.

Please feel free to refer back to previously answered questions.

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
Meditation

Work 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.

New Normal

Anything else you need do, plan, or think about to embrace your new normal?

Please feel free to refer back to previously answered questions.

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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)

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)

3. Question

Journaling

Do some journaling in response to the following question: How has this disruption affected you personally and professionally?

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.

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.

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 “?“

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 “?“

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?

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)?

10. Question

Expenses

Are there ways you can pair back on expenses?

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?

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?

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?

14. Question

New Normal

Anything else you need do, plan, or think about to embrace your new normal?

3 Keys to Decision Making Free Download

What were your goals for each month personally and professionally prior to this disruption?
Personally (family, fitness, environment, spiritual, community, relationships)

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)