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Page 1: Personal Annual Planning Framework

Personal Annual Planning Framework Hisun Kim @uxhisun Ryan Krems @kremsr

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Who we are + Caveats •  We are wife and husband who care deeply about life’s

priorities and living them to the fullest •  So we started looking into ways to remind us what

matters most to us and how to achieve them most efficiently & enjoyably

•  Two-MBA household (though also designer & engineer)

= planning-obsessive and measurement-driven •  Start-uppers following Lean Startup (build-measure-

learn) paradigm = plan quick & get to action •  We are still tinkering the framework. Pick only the things

that work for you & modify others.

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Why personal planning? •  Feeling of ownership with life’s priorities •  Understand our own desires and aspirations •  Evaluate current standings •  Take challenges with our own pace •  Big bonding experience among family members (shared

goals, everyone pitches in)

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FRAMEWORK: Where we are

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Warming-up: simple recap •  Top 10 events of the past

year •  Travels each individual

took throughout the year •  Nominate Good/Bad/Out-

of-whack of the year •  Any celebrations to make

toast for

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Spider map gut check •  Gut-check current

status of life balance for each participant

•  N axes to represent things important to you

•  Rank how you feel about each axis this year 0 – 10

•  Any dent = areas you are not balanced well

•  Overlay past years’ spider maps to see the changes over time

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Past year plan evaluation

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Professional recap •  List out professional achievement of the year •  Take time to update resume and LinkedIn •  Gather portfolio material

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Financial review •  Assets / debts – list out all assets/debts and their values •  Expenses – check expenses of the year (or any big

chunks) •  Investments – how they are doing, rebalancing needed? •  Tools to utilize

o  Mint.com o  Zillow.com (house market value) o  Kbb.com (car market value)

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FRAMEWORK: Where we want to be

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Roadmap of the future

• Future resume / future press release about yourself or your achievement

• 5 / 10 / 15 year map • Yearly markers

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Personal branding •  Write down 10 adjectives that

you want to be described with, by others

•  One adjective on each sticky note

•  After throwing all on the wall, group them with affinity

•  Summarize the branding in a sentence

•  Compare among participants

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What’s-in-your-mind map

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FRAMEWORK: How to get there

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M.O.S.T.

• Mission • Objective • Strategy • Tactics

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New year’s resolutions •  Brainstorm what’s important next year to bring you closer

o  to the personal branding o  to the road map of future

•  Pick a mission for the year, 5-7 objectives for the mission, strategies and tactics for each objective

•  SMART goals from strategies and tactics o  Specific o  Measurable o  Attainable o  Relevant o  Time-bound

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How to keep on track •  Pre-determined check points •  Scorecard •  Checkboxes •  Measure progress •  (We are still struggling with how to keep ourselves on

track. Please share back what works for you)

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Wrap-up

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Tips to make it more enjoyable •  Make things quantifiable, measure and visualize it –

seeing it is believing in it •  Make the workshop special time & put yourself in the

different frame of mind o  Book a get-away o  Make an enjoyable ritual associated with it o  Throw in wine/beer/coffee whatever bev of your choice

•  Use lots of colorful sticky notes, color pens, whiteboards, etc – make them tangible & fun

•  Involve everyone in the household. Complete buy-in is needed

•  Choose only the methods that work for you & modify

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Lessons learned •  True value of planning workshops comes in from the 2nd

year o  Review of the past year’s planning o  Overlay years’ accumulation o  Changes and how to address them

•  Have to attach actions for each goal and make it measurable

•  Attention span during the planning doesn’t go more than 2~2.5 hours for two adults o  maybe less for more people or family with kids

•  Follow up with pre-scheduled check points!