How to Keep Your Life and Business On Track: An Exercise

Every month, I do a simple exercise to help keep my business on track. When I first began to use this formula, I thought it would simply help me see how much work I had to do and where to focus my efforts… But the more I used it, the more I realized that this exercise helps in many, many other ways.

Aside from helping to focus my efforts, it also helps to:

1. Show me how far I’ve come, giving me motivation to keep moving forward.
2. Reminds me of my priorities and biggest goals once per month.
3. Actually assist in the manifesting process by creating both gratitude and desire simultaneously, without conflict.

So what is this simple exercise? Well it is the monthly inventory – and I’m going to show you how to do it today. Complete this exercise at the beginning of each month, and you will start to see major shifts and changes in your business.

The Monthly Inventory

The entire process starts out by completing an inventory of my life and work, as it stands, right now. Here is an example from June 2014 (when I’m publishing this post, obviously.)

Inventory:
Family – 9
Career – 10
Health – 8
Finances – 8
Education – 8
Recreation – 10
Charitable – 4
Adventure – 8
Travel – 7
Romance – 3
Relationships – 4
Spiritual – 6

I rate each item on a scale of 1-10, with 1 being completely dissatisfied and 10 being completely satisfied. In the past, things like charity and spiritual have been higher because I’ve been focusing on those areas. But as you can see, I’ve been focusing on my health, recreation, and business – so relationships, charity, and spirit have suffered a bit. Now I know where I need to shift some of my focus to for the month ahead.

Once I’ve completed my inventory, I can set my goals for the next month. For smaller goals, I’ll simply state a deadline. For larger ones that have carried over from months past, I’ll measure my progress. Here is an example you might use:

Revenue Goal: $1000
Revenue Current: $750
Goal Progress: 75%

Client Roster Goal: 10
Clients Current: 7
Goal Progress: 70%

Create landing page for new promotion (June 10th)

Reach out to new partners for promotion and secure 5 (June 25th)

Spend an entire day with friends and family (June 15th)

Take meditation course from MindValley (June 30th)

Now obviously those are not my real goals for the month, I simply made them up here as an example. However, you can see how I have business goals – continuing to build on the success I’ve had – and personal goals that relate to the areas in my life that I rated low on my inventory.

Now I have 4 small goals and 2 large goals to work toward for this month, so aside from my regular client work, those things will be my focus. At the beginning of July, I’ll do the inventory again and create new goals – bolstering the areas that need improvement and staying course with those that are okay as they are.

That’s it.

If there is one caution with this process, however, it is to not get caught up in guilt or shame about areas in your life that are lacking. Perhaps if you, like me, have been focusing on fun, fitness, and finances, your romance and friendships may have suffered a bit. Or you could have gone the other way – spent so much time in spirit-land, swooning your sweetheart and hanging with friends that when you’re being honest, your business isn’t where you would like it to be.

This inventory is not the place for judgement! Do not “should” yourself into a specific goal. You will never be “All 10s”, it is nearly impossible without the zen habits of a Buddhist monk. Where you focus will rise, and where you take focus from will fall. That is okay. This inventory simply points out where you’re not satisfied so that if you choose, you can make it a priority again.

Go ahead – do the inventory and then post a comment here. What did you discover from this process?