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Life audit
#1

Life audit

Inspired by OTRs nips, I wanted to share something I did a few months ago that I found helpful, which is to perform a life audit in the format of a marketing plan.

Anyone who has ever done a marketing plan knows that things start off pretty abstract/high level, and then look to drill down on the details. I think it is a tremendous exercise for longer term (3 years max) planning. Once one reaches a certain age, I think that it can be quite helpful to perform an exercise like this.

I don't want to give my own one here, as it is obviously intensely personal.

However, the plan looks like this:

Executive summary - a no holds barred summary of yourself. You've got a couple of paragraphs to pitch yourself to someone, and like any business pitch, if you bullshit and pretend everything is wonderful you'll get no investment, so focus on the good, but don't forget to include the main skills gaps/core competencies you're looking to address. Think of it as a school report, it should be constructive, critical, and objective.

Strategic goals - these are your 3 year goals. Any longer and it's too far off to really be real. They can be shorter, but in my view you're really looking here to set ambitious but achievable targets based on where you are right now.

Competitor analysis - things outside your control that could place a serious barrier on you achieving what you're looking to achieve, or derail your progress.

SWOT analysis (Strengths, Weaknesses, Opportunities, threats) - this is the chance to extol your virtues and be ruthless in identifying your flaws, as well as the opportunities that exist for your talents and the personal qualities that may actively hamper your progress towards your stated aims.

Financial analysis - Obvious. A thorough examination of your current fiscal position.

This is the high level stuff.

Then next comes the Action Plan.

1. Target Audience - identify who you are pitching yourself to and why.

2. Products and services - I used this section to work out all the ways I could add value to my target audiences.

3. Positioning and unique selling points - Quite important. How are you currently perceived, how does that fit with how you'd like to be perceived, and what are your key individual traits that differentiate you.

4. Driving engagement - This is a harder one as an adult, particularly (for example) if one of your high level goals is to add high quality men to your friendship group. What are you doing to make these people take an interest in you, how are you presenting yourself, how are you making sure they are aware of you?

5. Driving contact - it's too easy to have a conversation with an interesting fellow at a drinks party, and then be reticent about pushing to keep the contact and put in the time to cement a friendship. What are you doing to make sure (sticking with the male friendship example), once you identify someone suitable, you retain the initial interest and convert that person into a friend or active part of your peer group?

6. Action plan - When, what, target group, objective, cost. This is where you can really drill down on the little (sometimes tiny) steps you can take to move towards your larger goals.

7. Measuring success - reviews, regularly, on how you are performing against your action plan. Quantifying success (eg went for a beer subsequently with an interesting guy you met through a friend).

What's interesting about performing this exercise is that even if you think you're a bit of a stud, you may be surprised at just how passive you are in many areas of your life that you would unquestioningly deem important. Once you've filled in something like this, you don't really need to focus on the abstract goals very much - they are for periodic review. The important thing is to focus on the day to day stuff, the stuff you have control over, that can move you imperceptibly towards a larger, more nebulous goal.

Personally I found this a deceptively helpful exercise, and try to review my action plan on a weekly basis - who did I talk to who I might want to be more a part of my life, what steps did I take to reap the benefits their friendship/vagina/access to money might bring, etc etc.

I think as men we can be particularly bad at being proactive and energetic participants in our own lives. I was quite shocked at how passive I was relative to my talents, strengths, and opportunities.

The idea isn't to become some completely false caricature of what you feel a renaissance man looks like, and to have any success with this one must recognise one's limitations and weaknesses, as well as any unpalatable realities in one's life that make certain goals hard to achieve at certain times. The idea is to set ambitious, but attainable goals based on your current position and talents, and then to break those down from abstract ideas that are not terribly useful to you into small but actionable steps.

For me personally, one of my goals is to be more social than I am. I'm quite a sociable person when I do get out, but one of my more frustrating traits is that I am by nature pretty idle, meaning I squander a lot of the opportunities and talents nature has given me. A system like this makes me take steps to be less passive about things within my life that are entirely within my control. For example, reaching out to a friend I don't see that much of, or know that well, who is interesting, ambitious, and who has a great many pretty friends. He lives an hour or so from me, and I am off to see him on a weeknight after work to have a drink and to move the friendship along a little. Normally I'd take the view that actually this was all a bit too much effort for a weeknight and just let things drift.

Anyway, not a panacea, but done right potentially helpful to some.
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#2

Life audit

This is great I am going to do this.
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#3

Life audit

Excellent thread.
Completing this sort of life audit really shows you how much control you can have over your life, particularly if you are young. There's very little that I hope to do, that depends on anyone apart from me.
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#4

Life audit

I know some people unwilling to do this. Too risky for them to actually look at their lives.
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#5

Life audit

It sounds too much like a business plan though, which helps you think about things, but you never actually use after you write.

Most of us know roughly what we should be focusing our time on. The biggest struggle is just keeping ourselves on it. Clocking those big hours of focused work each week.

If I feel faced with difficult directional decisions, I just go for a long thoughtful walk in the evening.
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#6

Life audit

Great info! Great thought relating a marketing plan to the strategic planning of your life. Self reflection can be quite the powerful tool if you are honest with yourself.

Jordan Peterson has a program called the Self Authoring Suite, that is very similar. https://www.selfauthoring.com/

Here he talks about it on Joe Rogan's podcast from about 1:48:45 until about 2:02:20 https://youtu.be/04wyGK6k6HE?t=6523
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#7

Life audit

What is the purpose of this? Self reflection?
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#8

Life audit

Basically by taking the time and putting a serious effort into this you can realign your own thinking, whether it be about obtaining goals in the future, releasing baggage from the past, changing destructive habits, optimizing good traits, limiting the effects of your flaws, ect. It is one of those things that seems extremely simple (and it is), but until you sit down and work through it nothing changes. Many times this requires the help of a facilitator of some sort, though after completion you will think to your self why didn't/couldn't I have this done this myself. I can't remember how well the Self Authoring link video explains it and I remember it being really dry, but the explanation on the Joe Rogan link is good (the whole podcast is top notch).
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#9

Life audit

Quote: (06-21-2017 02:13 PM)General Stalin Wrote:  

What is the purpose of this? Self reflection?

Where you are vs where you want to be.
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#10

Life audit

Quote: (06-02-2017 04:43 PM)Phoenix Wrote:  

It sounds too much like a business plan though, which helps you think about things, but you never actually use after you write.

Most of us know roughly what we should be focusing our time on. The biggest struggle is just keeping ourselves on it. Clocking those big hours of focused work each week.

If I feel faced with difficult directional decisions, I just go for a long thoughtful walk in the evening.

At the end of the day this is what matters as much if not more than plans.

Learn how to motivate yourself to stay on track day in and day out. There's a million different methods out there. Every guru has their own set of definitions for the same thing. How to compel yourself to action? Tough work.

That's not to say planning doesn't have merit and I'm not arguing with H1N1's post. It's very helpful to perform some sort of self-reflection to force yourself to look at the fact that you aren't who you want to be, or that you aren't even on track to becoming what you want to be.

I just wanted to point this out because this is where I struggle. If you can't find a way to do the work not much else matters.
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#11

Life audit

Just some advice, having done something similar, set up mental markers in your environment to arbitrary things you constantly interact with.

For example, when you look at your fridge, solidify a part of this.

Every time I look at my fridge, I remember to look in the mirror and see if I am happy with my gym progress.

Thus, fridge = accountability for health and aesthetics. It could be a lamp in your bedside table.

My living room rug is now synonymous with 'have I set aside time for my business plans?'

This is an extension of me channeling my attention to things I should be useful and keeping myself accountable to things that are important using unavoidable markers.

Toilet? Have you watered the plants in your network? How is everyone? The people you care about and the people who can assist you in your career.

It's basic things like this, you get the gist.

Combine the list of priorities and actions with inanimate objects you come in to contact with and give them some relevance in reminding you of what you got to do.

Meaningless objects can become markers, reminders and make your environment beneficial in giving them purpose and keeping yourself in check.

Sorry if this sounds esoteric and it's a bit similar to Method of Ioci but keeps you constantly auditing and has some pressure on you to keep shit in line.

Great post H1N1.
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#12

Life audit

I am working on this and have found my biggest problem right now is distractions. Meaning any project or system or aspect of my house or habits which is counterproductive. Example: I have a bad habit of buying things to flip which isnt worth the time invested in comparison to my business, nor is enjoyable any more. This has to be eliminated.
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