<aside> 💡 Welcome to the Bold Move workbook on setting your Quarterly Personal OKRs.

With only 100 days left in 2023, it's the perfect time to reflect, recalibrate, and set clear objectives for the end of the year.

This tool is designed to help you gain clarity, align your actions with your aspirations, and make the most of the time ahead.

You’ll get the most out of it if you go through the exercise without any distraction.

Block around two hours, grab your notebook or a few blank sheets of paper and find a nice, creative and inspiring space. Then, switch off your phone and get started with the questions below.

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Part 1 - Brain Dump (15 mins)

Begin by listing out all current activities, projects and things that are in your mind.

• Examples:
  • You are stressed at work, you have taken on too many projects that don’t give you energy
  • Planning an upcoming holiday
  • A new request to volunteer
  • Lack of connection and intimacy with your partner, or a topic you always fight about
  • A parenting challenge, e.g. bringing your kids to bed each night is a disaster
  • You feel sluggish and haven’t been prioritising health enough
  • You’ve had a family holiday which was great

This exercise aids in getting clarity about what's on your mind, from work projects to personal matters.

Part 2 - Segment and expand (15 mins)

With your list in hand, assess the broader perspective of your life. What works well, what doesn’t?

See if you can segment the activities and thoughts into categories.

• Maybe Work, Family, Personal Health and Wellbeing

Note if any of the categories takes up too much space, or if anything is missing.

• Maybe you only have written down work topics, and totally forgot family or your personal hobbies?

Note down any insights you may have.

Part 3 - Identify Desire for Change (15 mins)

Now you have a good picture about what is going on in your life, it’s time to think about what change you’d like to invite.

Go through the list, and note down where you would like to see change. Don’t focus on clear formulation, vague is ok in this step.

Examples:

• You may have a LOT on your plate, and you need more space for yourself?
• You may not have spent any time with your friends recently?
• You may have taken on too many volunteering projects and don’t enjoy them anymore
• You may have a difficult period with one of your children

Next, think about anything you would like to bring into your life. This could come from a bucket list, or from things you always wanted to try out.

Examples:

• Try out a new sports to improve your fitness
• Have more quality time with your partner
• Learn a new hobby or skill, maybe familiarise yourself with AI.

Part 4 - Setting Personal OKRs (30 - 45min)

It’s time to bring it all together and make it concrete. Take a quick break and return with focus to make sure you can finish this in one setting. You can always refine later.