Path to Alignment

What is your name?
Use the SMART technique to define your top 3 personal and professional goals.

S = Specific - Goals should be clear, short, and positive
M = Measured - Your goal must be measurable, either in time, money, speed, number, an occurrence.
A = Achievable - Challenging, but attainable within the timeframe and resources
R = Relevant - Work goals must add value to the organization, Personal goals must contribute to your personal development
T = Timed - Set a predetermined completion time. For long term goals, set milestones.
List your 3 personal goals using the SMART method above.
List your 3 professional goals using the SMART method above.

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SELF AWARENESS: PHYSICAL
1. Sleep
What time do you usually go to bed and wake up?
Do you wake up in the middle of the night?
What are some of the ways you your personal environment may be affecting your sleep? (temperature, light, noise etc)
How long does it take you to get out of bed in the morning?
How do you feel when you wake up in the morning?
Do you know some of the ways to get better sleep?
How has your sleep or lack there of impacted your day to day life?

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2. Nutrition (Food)
Please describe your relationship to nutrition. Specifically address the following questions.
What do you believe food is for ?
What did you eat during the last 2 days?
Do you know what macronutrients are ? If so, what are they and what proportion of each do you eat to fulfill 100% of your macronutrient needs?
Do you know what are healthy types of fats? If so, what type of fats do you eat?
Do you eat when you are bored, stressed or emotional? What do you like to eat when that happens?
If any, what type of cravings do you have?
How do you typically feel after you’re done eating a meal?
Do you know how to change and or improve upon your current habits ?
Do you feel happy with the way you eat ?
Have you read or listened to any books or attended any courses on nutrition?
Please describe your alcohol intake. Specifically address the following questions
How often do you drink alcohol ?
How many days have you drank over the last 2 months?
When you drink, what is your intention behind drinking? (some examples might be: to feel less stressed, to socialize, for the taste, to have more fun, etc etc)
How do you feel the following day if you’ve drank too much?
How productive are you when you feel hungover?

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3. Movement
Please describe your relationship with movement (Exercise). Specifically address the following questions:
How many days per week do you do some sort of movement ? (gym, running, yoga, walking, sports, etc )
How many minutes/ hours per session do you typically engage in movement?
Do you feel like you are getting enough movement in your life?
How do you feel after you’ve engaged in movement ?
Have you ever taken a group fitness class or worked with a personal trainer?
What are the benefits of movement ?
Give an example of your knowledge about movement in a certain field and how your specific knowledge around that movement is improving your health.

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4. Money / Finances
Please describe your relationship with money. Specifically address the following questions:
What do you feel the purpose of money is?
Look at your bank statements from the last two months. What are the 2 top things you notice in your pattern of spending?
What do you typically enjoy spending your money on ?
What do you think it means to have an abundance mindset or a “lack of” mindset ?
Do you feel you have an abundance or lack of money? Why do you feel this way ?
Have you read or listened to any books or taken any courses on money ?

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5. Creation
Please describe your relationship to creation. Please specifically address the following questions:
What does it mean to you to “Create” ?
Do you know how to create ?
Do you know how your language impacts/ influences creation ?
Have you created anything in the last 2 months? If so, give examples of how you did that (new friends, new relationships, new conversations, new hobbies, new opportunities, new schedule , new income stream, etc etc)
What are 2 things you want to create for your life over the next 30 days?

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SELF AWARENESS: MENTAL
1. Social Environment
Please describe your social environment. Specifically address the following questions:
Who are the top 3-5 people you spend time with?
Next to each persons name, write out 1-2 sentences explaining:
how this person makes you feel with them (energized, happy, drained, exhausted, excited, angry, joyful ,etc ). Give an example of how they made you feel a certain way.
Whether you feel they are a positive or negative contribution in your life
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Do the situations and people you find yourself amongst seem positive or negative overall?
What do you like about your social environment ?
What would you like to improve or do you see as a challenge in your social environment.

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2. Communication
Please describe your communication. Specifically address the following.
Do you feel that you can say anything you want / need to EVERYONE in your life ? Or do you feel there are certain things you must refrain from saying because someone may not take it the right way, is too sensitive or maybe you don’t have the type of connection you feel is needed with that person, etc..

Give an example of someone you feel completely comfortable communicating with and why you feel this way.
Who is the most difficult person in your life to communicate with ? Why ?
Who is the easiest person in your life to communicate with ? Why?
Do you avoid or delay engaging with certain people in conversations, texts or emails when it is confrontational or stressful ? If so, why do you do this?
How would you describe your verbal communication skills ?
How would you describe your written communication skills ? (punctuation, grammar, thoughtfulness, tone , etc)
Do you know how to attentively listen ?
Do you know how to “hold space” for someone? If so, give an example
Do you think you’re a good communicator ?
What would you like to improve about your communication?
Have you read any books or attended any courses on communication?

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3. Content
Please describe your relationship with content. Specifically address the following questions.
What have you been watching in your free time over the last 2 months ? (news certain tv shows, movies, etc)
What have you been reading ? (specific news, magazines, books, etc) List the specific things in these genres.
What specifically have you been listening to over the last 2 months ? (examples are podcasts, music, radio talk shows, books, etc - ) List the specific things in these genres.
How much time on average per day do you spend on social media ?
What type of accounts do you follow on Social media and what is the content you generally are viewing?
Do you find yourself talking about the content you recently read with others?

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4. Relaxation
Please describe your time for relaxation. Please specifically address the following questions;
What causes the most stress in your life?
Do you think too much ? Do you know techniques to not allow your thoughts take control of your mind?
When do you schedule time to relax ? (how many minutes/ hours per day / week)
What does it mean to you to relax?
What do you typically like to do when you relax? (List 3 things and how why they make you feel relaxed)
What specific content have you read that teaches or promotes relaxing the mind ?
What formal events or courses have you been to recently (within last 12 months) that promote a relaxing environment ?

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5. Ongoing Education
Please describe your relationship with education. Specifically address the following questions:
What have you done to educate yourself with new and useful information over the last 2 months ? If any, how did you apply what you learned to your life?
What books have you read over the last 6 months? If so, how did you apply what you learned in the books to your everyday life?
If any, what online or in-person courses have you enrolled in or attended ? If any, how did you apply what you learned in these courses to your life ?
Do you have any coaches,mentors, or close friends that you have consistently met with over the last 6 months that have taught, challenged and promoted growth within you? If so, who are they and what did you learn that you have implemented.

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Assessing Alignment between Goals and Self-Awareness
Prior to this exercise you wrote down the top 3 personal and professional goals you wanted to accomplish in your life . Now that you’ve taken an honest and thorough assessment of these key areas of life , please answer the following questions.
1)How would you describe the relationship/connection between your personal and professional goals and the answers to your self-awareness questionnaire & scorecard? Specifically address the following:
What do you notice about your answers that are helping you progress toward your goals? Be specific
What do you notice about your answers that are hindering progress toward your goals? Be specific
We define “integrity” as aligning your word (what you say you want) with your actions (what you do). After looking at the answers to your self-awareness questionnaire and how you scored yourself, do you feel your actions have integrity toward the goals you say you want to achieve ? Please explain.
Which areas on your questionnaire would you like to improve upon so that it would help you reach your goals more efficiently?
If, any, on which areas on your self-awareness questionnaire would you like some guidance, help and or assistance on improving ?
2) Do you feel this exercise has given you an opportunity to better understand how these areas are correlated to what you want to achieve in life? Please explain.
3) Who do you have in your social environment that can help keep you accountable and or coach / mentor you ?
4) What are the specific action steps you are going to take to make any improvement that you feel are necessary? Please specify for each area that you feel is relevant
5) Now that you have been able to relate these questions back to your goals, are there any personal or professional goals that you would like to update ? If so, please do so now and list them here. These will be what you grade yourself upon the next time we complete this exercise.

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Self Awareness Questionnaire and Scorecard

Step 1 of 13

Use the SMART technique to define your top 3 personal and professional goals.

SELF AWARENESS: PHYSICAL

1. Sleep

2. Nutrition (Food)

3. Movement

4. Money / Finances

5. Creation

SELF AWARENESS: MENTAL

1. Social Environment

2. Communication

3. Content

4. Relaxation

5. Ongoing Education

Assessing Alignment between Goals and Self-Awareness

Self Awareness Scorecard

Self Awareness Questionnaire and Scorecard

Step 1 of 13

Use the SMART technique to define your top 3 personal and professional goals.

SELF AWARENESS: PHYSICAL

1. Sleep

2. Nutrition (Food)

3. Movement

4. Money / Finances

5. Creation

SELF AWARENESS: MENTAL

1. Social Environment

2. Communication

3. Content

4. Relaxation

5. Ongoing Education

Assessing Alignment between Goals and Self-Awareness

Self Awareness Scorecard

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