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PERSONAL RETREATWORKBOOKName:Date:thefocuscourse.com
focus fo cusNOUNMaximum clarity.VERBBring something into alignment.Direct one’s attention on something.Your Retreat ChecklistWhen packing for your retreat getaway, the aim is to pack just enough “tools” to be able to writedown and journal your ideas. Avoid anything that could be a distraction or an escape from yourthinking time.Here is a suggested list, but feel free to modify based on your own needs and preferences.Pens / PencilsIf staying overnight Headphones & MusicNotebook for writing, journalingChange of clothesThis retreat workbookDopp kitFood, snacks, and drinksCharging cables, etc.
Core ValuesUse the list below as you consider what values are most important in your life right now. Circle anyof the values that matter most deeply to unicationCommunityCompassionateConsistencyCon FocusedForgivenessFriendlinessFull of ptnessRespectfulnesRestSelf-Su ciencySober-MindednessSound inessTrustworthinessUniquenessUnityUnsel tednessWisdomWonderffififiWrite your own, unique values in the spaces provided if you don’t see some of your core values already listed.
Use the guiding questions below as you consider what values are most important inyour life right now. What legacy would you like to leave behind? What are you passionate about? What really makes you happy in life? What do you value? What do you refuse to do? How do you measure success? How will people remember you?Choosing Your Core ValuesList your 2 – 3 core values below.123
Life AssessmentOn a scale of 1 – 10, how would you rate the clarity, health, and vibrancy of each area of your life?1.2.3.4.Inner-Personal and Spiritual LifeMental and Emotional StateHealth and FitnessRelationship with Significant Other5.6.7.8.Relationships with Friends and FamilyRest and Recovery TimeCareerFinances
JOB / CAREERHOBBIES &SIDE-INTERESTSRELATIONSHIP WITHSIGNIFICANT OTHERRELATIONSHIP WITHMY KIDSRELATIONSHIPS WITHFRIENDS AND FAMILYINNER PERSONAL &SPIRITUAL LIFEMY EMOTIONAL STATEMY MENTAL STATEMY PHYSICAL HEALTHREST TIME, DOWN TIME,AND “PLAY” TIMEMY FINANCESWhat’s going well?What could be better?What’s going well?What could be better?What’s going well?What could be better?What’s going well?What could be better?What’s going well?What could be better?What’s going well?What could be better?What’s going well?What could be better?What’s going well?What could be better?What’s going well?What could be better?What’s going well?What could be better?What’s going well?47What could be better?
Personal Margin AssessmentHow much margin do you feel that you have in each area? How much space is there betweenyour load and your limit? Circle the amount of margin you currently have in each area.TimeNegativemarginLittle to nomarginOkay, butnot okayMy schedule is out of control. I amburning the candle at both ends. I haveno time for things that matter most.FinancesNegativemarginLittle to nomarginEmotionsLittle to nomarginOkay, butnot okayCreativeLittle to nomarginOkay, butnot okayHealthLittle to nomarginI don’t sleep well. I don’t feel well. Thereis no consistency to my exercise or diet.I need coffee and stimulants to get methrough the day.Plenty ofmarginEnoughmarginPlenty ofmarginI am emotionally present and engaged.I am able to engage people andcircumstances with my heart intact.Okay, butnot okayI can’t seem to focus on anythingthese days. I am lacking inspiration.NegativemarginEnoughmarginI have a healthy emergency fund, Iam debt free, I live within my means,and I am planning for the future.I have very little margin for dealingwith anyone’s issues. I feel frustrated,exhausted, and burnt out.NegativemarginPlenty ofmarginMy days are spent on the things Ineed and want to do. I have time forresting and recharging. I am flexible.I have a significant amount of debt, Istruggle to live within my means, and Itend to make irrational financial enty ofmarginI am excited to work on challengingproblems or to dream up new ideas. I knowwhat inspires me. I am always learning.Okay, butnot okayEnoughmarginPlenty ofmarginI consistently a full-night sleep. I eat welland incorporate exercise into my week. Ihave the energy I need to tackle life.
Your Ideal FutureWhat does a day in the life of future you (5 years from now) look like? Describe your ideal future in asmuch detail as possible.
The RetrospectiveIn the past few months, what have I accomplished?What went well?What could have gone better?
What should I start doing?What should I stop doing?What should I keep doing?
Upcoming GoalsGoal #1 :MilestonesDaily Tasks & HabitsMilestonesDaily Tasks & HabitsMilestonesDaily Tasks & HabitsGoal #2 :Goal #3 :
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Life Assessment On a scale of 1 - 10, how would you rate the clarity, health, and vibrancy of each area of your life? 1. Inner-Personal and Spiritual Life 2. Mental and Emotional State 3. Health and Fitness 4. Relationship with Significant Other 5. Relationships with Friends and Family 6. Rest and Recovery Time 7. Career 8. Finances
