How to use a one-page personal plan to connect life and work

Executive overview

Most people plan their business but leave their personal life to chance. This session walks through a one-page framework that links a 10-year personal vision down to 90-day actions.

Start by reflecting on the past year across all life areas — relationships, health, career, finances, purpose. Then project forward 10+ years, work back to a one-year picture, and finish with specific starts and stops for the next 90 days.

Small recurring actions, deliberately designed, close the gap between who you are and who you intend to be.

The pre-work: clearing last year

• Open your calendar and scan the full past year — not just recent weeks.
• Reflect across all life areas: relationships, family, health, career, purpose, hobbies, finances.
• Surface what was great, what failed, what you're proud of, what you regret.
• Speak it aloud with a partner or write it down — get it out of your head.
• Close the year deliberately: "That was last year. Now I move forward."

The 10-year personal vision

• Pick a time horizon: 10 years works for most people; older individuals may go 20–25.
• Ground it concretely — calculate ages of yourself, spouse, children, parents at that date.
• Design across all areas: primary relationship, family, health, career, purpose, hobbies, wealth.
• Don't let current constraints limit the vision — this is intentional design, not forecasting.
• Consider money last; it's usually an expression of the other areas, not an end in itself.

The one-year picture

• Work backwards from the 10-year vision: where do you need to be by this time next year?
• Identify areas being neglected now that need to begin this year.
• Note any long-term goals that must be started in the next 12 months to stay on track.
• Include relationship intentions explicitly — don't assume they'll be understood.

Reconciling with key people

• Share your plan with your spouse or partner before finalising it; expect differences.
• Invite your leadership team to share their plans voluntarily — don't require it.
• Ask only for what they're comfortable sharing and how their goals connect to their role.
• Knowing someone's personal context makes professional conversations more meaningful.

The 90-day action focus

• Translate the one-year picture into specific starts and stops for the next quarter.
• Prioritise recurring actions over one-time efforts — consistency compounds.
• Design the actions to fit into existing life rhythms, not around them.
• Set reminders that reconnect you to the inspiration, not just the task.
• For stops: tell key people you're retiring a habit and ask for their support.
• Review quarterly for leaders with strong planning habits; annual is fine to start.