When was the last time you assessed everything you are doing ‘career wise?’ To keep moving forward, use the following guide to clarify your big-picture, assess your current goals, projects and tools, so you ensure your current efforts are getting you the results you want.
All too often we add new projects and tools at the drop of hat and forget the ones we’ve already got. Take the time to evaluate what you have already gotten involved with, and use the current list of questions to help you get clear on what should STICK and what to remove.
When you clear the mental clutter, and FOCUS on the good ones you have, the feeling of being overwhelmed can quickly disappear.
โ๏ธ Now grab a pen and paper and let’s get started!
๐น Life & Financial Goals
- What is my primary goal right now? (e.g., debt freedom, house purchase, travel, early retirement)
- How much income do I need monthly to reach that goal?
- Is this a short-term or long-term goal?
- What is my timeline to reach this goal?
- What motivates me to reach this goal?
- Am I aiming for time freedom, financial freedom, or both?
- Do I want to eventually leave my 9โ5 or supplement it?
- What sacrifices am I willing (or not willing) to make?
- Have I written down this goal and reviewed it recently?
- How will I feel once Iโve achieved this goal?
๐งฉ PROJECT ASSESSMENT QUESTIONS
Use these whenever you plan on starting a new project or are evaluating a current one you working with.
๐น Project Scope & History (make this assessment with all projects)
- What is the name of this project and is the primary way it generates income still relevant?
- How long has this project been running?
- How long have I been involved?
- How much time do I dedicate to this each week?
- Am I currently in profit? If not, when will I break even?
- Do I disregard a project that I’m not familiar with isn’t something I’ve done in the past?
- Am I open minded and willing to try, or add a project in a new industry?
๐น Income & Profitability
- What is my current monthly return?
- What is the total Iโve invested (time, money, tools)?
- Is the income passive, active, or both?
- Am I a passive participant or active participant, or both?
- Is this a reliable long-term project or short-term?
- Do I need to recruit others to earn or can I earn passively only?
- Is this a project I feel comfortable sharing with others?
๐น Marketing & Support
- Are marketing materials provided?
- Do I need to create my own content?
- Is the company or project global or regional?
- Does the company offer support or training?
๐น Personal Role & Effort
- Does this project align with my long-term goals?
- Am I still as excited about this project as I was when beginning?
- Could I be doing more to have results, or have I become bored with the project?
- What more could I do to have results?
- If I’ve become bored, why?
- What benefit does the project have that is appealing to myself and to others?
โ๏ธ TOOL ASSESSMENT QUESTIONS
Evaluate whether a tool or service is beneficial to keep, or it’s time to remove.
๐น Cost & Value
- Is this a free tool or a paid one?
- How often do I use this tool?
- How much am I currently spending per month on tools?
- Is this cost justified by the results it helps me achieve?
๐น Functionality & Ease
- Is this tool beginner-friendly?
- Can it be used for multiple purposes or just one?
- Is it saving me time or creating extra work?
- Does this tool do or have something that no other tool does or has?
- Can I automate or integrate it with other platforms I use?
๐น Purpose & Outcome
- What specific task is this tool helping me with?
- Am I using this tool consistently?
- Have I gotten tangible results using this tool?
โ BONUS: Review Routine
Use this template monthly or quarterly to constantly evaluate all your processes.
- ๐ง Revisit Your Goal
- ๐งช Evaluate Each Project Using These Questions
- ๐ ๏ธ Audit the Tools You’re Paying For
- ๐ Eliminate, Improve, or Double Down
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