Free e-book + fillable roadmap
Define what matters. Decide what winning looks like.
The Strategic Life Plan is a free, fillable workbook for making a strategic plan for your life. It takes the same thinking I use with organizations and puts it in plain English: Purpose, Direction, Priorities, and a Scoreboard. The two-page Execution Roadmap is included at the back, so you can keep the whole plan in front of you.
- Adjunct Professor of Business
- Organizational Development & Communications Director
- MBA, Organizational Development & Strategy
- John C. Maxwell Certified Coach & Trainer
- Author, The Executive Leader’s Handbook
Sound familiar?
Busy is not the same as on purpose.
It’s easy to stay busy, get a lot done, and still drift from the life you want. Most of us have never written down what matters most.
- You’re working hard, but you’re not sure it’s adding up to what matters.
- Your yes and your no feel random instead of chosen.
- You have goals, but no simple way to see whether you’re moving.
- Life changed, and the old plan (if there was one) doesn’t fit anymore.
Who it’s for
- Anyone who wants a clear, written plan for the next few years
- People at a turning point in work or family
- Leaders who use strategy at work and want it for their own lives
What it isn’t: a quick quiz. It asks honest questions and gives you room to answer them at your own pace.
“I have participated in several of his sessions and always leave with a plan of action that I can immediately apply to my business or my life.”
Julia NovaCommercial Banking and Business Development, Bank of Texas
Why I made this
A note from Drew
Fort Worth, Texas
Dear friend,
I’ve spent more than 20 years developing leaders: on a Costco front end, as a pastor, as a consultant and trainer, in the classroom at Tarrant County College, and now as a director of organizational development and communications.
Along the way I’ve helped companies as large as $500 million plan their strategy. Every healthy organization I’ve worked with can answer a few questions. Why do we exist? Where are we going? What matters most this year? How will we know we’re winning?
Most people have never asked those questions about their own lives.
Most people don’t drift because they lack talent. They drift because they’ve never written down what matters most and what winning looks like.
The Strategic Life Plan borrows the same thinking organizations use and puts it in plain English for your life. You’ll name your core values and your purpose, picture the next three years, choose this quarter’s priorities, and keep score.
Give it one hour. Start with Part 1. You’ll walk away knowing what matters most to you, and that changes how you say yes and no.
Best regards,
Drew
The workbook
What’s inside
Six parts, seventeen short sections, plain-English definitions, and fill-in boxes you can type into or print.
Core ideology: your foundation
Core values, passion, core competencies, and a purpose statement you can remember.
Long-term direction
Your long-term BHAG, a three-year vision, and your personal value proposition.
Current reality
A personal SWOT: strengths and weaknesses inside you, opportunities and threats around you.
Execution
Key focus areas, one-year outcomes, key initiatives, and quarterly priorities.
Scoreboard
Baseline, target, current, status, and next action, plus a weekly, monthly, and quarterly review rhythm.
Strategy on a page
Your whole plan condensed into a summary you can review often.
Execution Roadmap
Two landscape pages at the back of the workbook that hold the whole plan, from Purpose to Scoreboard, so you can keep it where you’ll see it.
All of it is free, in one fillable PDF.
A quick win
Try this today: name the values you won’t trade away
From Part 1. Core values are the principles you refuse to trade away for convenience, pressure, money, or short-term gain.
- List them.Write down the principles you’d protect even when it costs you something.
- Narrow it to three to five.If everything is a core value, nothing is.
- Define each one in practice.“Integrity means I tell the truth early, even when it makes me look less impressive.”
- Check this week against them.Look at your calendar. Where are your values showing up, and where are they missing?
23.1%sales growth, after two years stuck under 6%“…the two years before we worked with Drew, we had not broken through 6% growth year over year, and currently, we are up 23.1% in sales.”
Philip BrowneOwner and Operator, Chick-fil-A Waxahachie
Here’s everything you get, free
- The Strategic Life Plan e-book (29 pages, fillable)
- The Execution Roadmap, included at the back (2 pages, fillable)
- Plain-English definitions for every planning term
- A simple weekly, monthly, and quarterly review rhythm
- A one-page summary of your whole plan
Why give it away?
Because my dream is to help you live yours, and this is the most practical way I know to start. Somebody believed in me before I believed in myself. This is how I pass that on.
My results
What clients say about working with me
“I can honestly say that he has been a significant part of my professional and personal growth. Drew offers a down-to-earth, but powerful approach to coaching.”
Michael WilsonFounder and Owner, Processology“Drew’s executive coaching has helped me strategically think through challenges and various communications I need to have in my role over operations. I have grown in my ability to empower my team and focus on items at the executive level.”
Christine WatsonEVP of Operations, Trinity Oaks Mortgage“The material he covered was extremely beneficial and helpful for my professional life. I will definitely be able to use what I learned immediately and pass it along to my team.”
Heath MarionAgency Director, Liberty NationalFrom clients I’ve served through consulting, training, and speaking.
Questions
Questions you might have
How do I make a strategic plan for my life?
Write down what matters, where you’re going, what you’ll focus on, and how you’ll know you’re winning. That’s this workbook. The story behind why I made it is in My Dream Is to Help You Live Yours.
How long does it take?
Start with about one hour for Part 1. The whole plan takes a few sittings, and you can go at your own pace.
Can I fill it in on my computer?
Yes. Type into the boxes in most PDF apps, such as Adobe Acrobat Reader, Preview on a Mac, or a web browser. Or print it and write by hand.
Do I need to share your beliefs?
Not at all. The workbook is practical and works for anyone, whatever you believe.
Is it really free?
Yes. There’s nothing to buy and no call to book. You’re welcome to print it and use it for your own planning.
What emails will I get?
First, an email with your download. The weekly post is optional. The box is checked when you sign up, and you can uncheck it or unsubscribe anytime.
P.S. If you do just one thing today, download the Strategic Life Plan and give Part 1 one hour. You’ll walk away knowing what matters most and what winning looks like for you. That’s where real progress starts.