Hooper Leadership Coaching
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Thoughts on Leadership

Life Plan Retreat Made Me Fly

Having just completed my life plan retreat makes me feel like I can fly! Michael Hyatt and Daniel Harkavy have written a very helpful book called Living Forward: A Proven Plan to Stop Drifting and Get the Life You Want Life Planning Retreat | Hooper Coaching

Planning is a key task that all leaders must do and some of us really enjoy doing it. The sense of anticipation before it happens and the exhilaration of accomplishment is a real high.

Three Powerful Questions

Question 1: How do I want to be remembered?

Question 2: What matters most?

Question 3: How can I get from here to where I want to be?

After reading the book, I set aside one full day for my Life Plan Retreat. The house was unusually quiet except for the dogs occasionally barking. I was ready and excited to work hard.

Surprisingly, it only took me 4 hours to complete as I wrote my answers in Evernote along with other aspects of my Life Focus document.

The format was straightforward:

  • Step 1: Write Your Eulogy. I have been thinking about doing this for years but something held me back. Who wants to think about our own death and funeral? This turned out to be a very powerful and clarifying part of the process. The song Live Like We’re Dying by Kris Allen was playing in my head.
  • Step 2: Establish Your Life Accounts. I considered the important aspects of my life and the roles and responsibilities. My life accounts are Child of God, Man in the Mirror, Husband, Father, Steward, Pastor-Coach, and Business Owner.
  • Step 3: Determine the Condition of Your Accounts. I used the simple Red light, Yellow light and Green light to assess how I am doing in each of my life accounts. Putting the date on that assessment will allow me to see progress as I update this part of the plan on a quarterly basis. Psalm 90:12 came to mind, “teach me to number my days aright so I can gain a heart of wisdom.
  • Step 4: Prioritize Your Life Accounts. Thinking through these life accounts was helpful to see what I really value. I saw gaps in my values and my actual behavior. It lead me into a time of Engaging my Heart with the Gospel as I repented, believed and obeyed what God’s Spirit was whispering to me.
  • Step 5: Fill out Each Account. Under each of these accounts, there is a purpose statement, envisioned future, inspiring quotation, current reality and specific commitments. From this broad overview, specific goals can be developed. The book did not cover this aspect. Refer to my blog on Effective Goal Setting from the Heart for a great way to develop engaging goals.

These are the benefits I experienced from my life plan retreat:

  • Clarity for what my calling is
  • Focus to stay in my sweet spot and say no to other opportunities
  • Peace knowing that I can’t do it all but can make a contribution
  • Sense of destiny that my life is part of a bigger story
  • Excitement to see what challenges are ahead
  • Freedom to have margins and live with boundaries
  • Renewed desire to serve others to help them fulfill their calling

One of the joys I have as a Leadership Coach is helping men live on purpose with clarity in their calling. If I can be of service to you in writing and living your life plan, let me know!

What would be the benefits of writing your own life plan? 


Disclosure of Material Connection: Some of the links in the post above are “affiliate links.” This means if you click on the link and purchase the item, I will receive an affiliate commission. Regardless, I only recommend products or services I use personally and believe will add value to my readers.