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Leader Lifeplan · Clarity · sample · sample data

The map of your transition.

Andrés · 52 · sales director on his way to founding his own company

instruction  ·  e.g. one example  ·  lines are for you

Before you start

Before any shiny object: your family, your work, your word — your duties of state.

Fill it in with your family or friends — and with your therapist and your spiritual adviser.

For inspiration, walk the tree of life — free: Contemplative PrayerScriptureBooksLa Bicicleta FinancieraSazaguaSongsMoviesPaintingsVentures – Startups

1 · Your life stage

Mark your age today and the stage you are in. Transitions make sense once you know where you stand.

Preparation
Social development
Economic development
Economic maturity
Economic enjoyment
52
2 · Past · today · future — from the iceberg

Fill each row from the bottom up: spirit, body, mind. The past pushes, the future pulls; today is the only place where you can act.

The past · what shaped you

+ what you bring: an asset others recognize. − what holds you back: an inherited belief, an unnamed need (NIE).

Today · the here and now

Stop. Put your hands together, breathe slowly. Write what is true now, without judging it.

The future · dream and fear

+ a dream: where, doing what, with whom. − a fear: name it, then don’t analyze it — pray, and let it pass.

Transition to manage

From today to the future, in this channel. Mark ◆ if you choose it, ◇ if life brings it.

Virtue to develop

The one that would change this channel most.

MindEconomic · what others see

+e.g. International experience.

−

+

−

◆ / ◇

waterline↑ behaviors↓ conditioning · implicit needs · values
BodyEmotions · just below the surface

+

−

+

−

◆ / ◇

SpiritSpiritual · the base that holds it all

+

−

+

−

◆ / ◇

Read

“Blessed are they who mourn, for they will be comforted.”Matthew 5:4

“Blessed are the clean of heart, for they will see God.”Matthew 5:8

“Blessed are they who hunger and thirst for righteousness, for they will be satisfied.”Matthew 5:6

“Blessed are the meek, for they will inherit the land.”Matthew 5:5

◇ Note · the past and the future are best worked with your therapist. This plan does not replace that work.

3 · The vision — where the three transitions converge

In one sentence: who you want to be when the three transitions are done.

4 · Your rhythm — Monday and Friday are vital

Set two reminders on your phone: Monday and Friday, same time every week.

Mondayplan: one action per channel
Fridaycheck: said vs. done · adjust
Every 3 monthsreview the map and the runway
Every yeara retreat to re-read the vision

Nothing in this document replaces licensed therapists, physicians or certified financial advisors. It is a coaching tool for reflection and planning.

Leader Lifeplan · Clarity · appendix · how to make it happen · sample data

From the map to the calendar.

Let nothing disturb you, let nothing frighten you; all things pass, God does not change. Patience obtains all things. Whoever has God lacks nothing: God alone suffices.Saint Teresa of Ávila

5
Objectives by horizon

One objective per horizon, with how you will measure it, how often you will look at it, who walks it with you, and how you would feel if you reach it (+) or not (−).

Long term · over 15 years

To form high-performing people who are able to be happy

Metric
100 leaders formed
Review
every year
With
his wife

+“My life served.”

−“I stayed in the comfortable.”

Medium term · 5 to 15 years

A company of his own, profitable, with 10 people

Metric
profit and team
Review
every 6 months
With
mentor and board

+“Freedom with purpose.”

−“The idea died in a notebook.”

Short term · 1 to 5 years

Three paying clients before resigning

Metric
clients · runway
Review
every quarter
With
Andrés

+“The jump is safe.”

−“Fear decided for me.”

6
Reflection · fears, alternatives, consequences

Answer each question in one line. Fear is not the enemy; it points to what must be prepared.

On fears

What worries me?Losing status and the salary that holds up the month.

What causes it?$10K a month in fixed commitments.

Seen another way?The fear points to what must be prepared.

On alternatives

What lowers the fear?Test on weekends; lower fixed costs.

With what?A mentor, an advisory board, 10 clients.

Starting when?First quarter · Andrés.

On consequences

Opportunity cost?Two more years of bonus.

Shared with whom?His family gains; his ego pays.

And if the years go by?The project dies in the notebook.

7
Compare your entrepreneurial projects · weighted, scored 1 to 4

List up to four entrepreneurial projects. Weigh the criteria from the previous page (total 100%), score each project 1 to 4, multiply by the weight and add up.

Criterion · from the previous pageWeightEntrepreneurial project 1B2B sales consultingEntrepreneurial project 2A food franchiseEntrepreneurial project 3A school for sales leadersEntrepreneurial project 4Plant a forest on the family land
Leverages what I bring (my assets)20%4142
Respects my duties of state (family, work, word)15%3234
Faces my fears, at a risk I can carry15%3234
Moves my transitions (mind · body · spirit)20%3243
Develops my virtues15%2134
Serves the vision15%2142
Weighted score100%2.901.503.553.10

The winner is not the biggest project nor the safest: it is the one that weighs best against what you bring, your duties, your fears, your transitions, your virtues and your vision. Inspiration → Ventures – Startups, from the tree of life

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What holds back going out to life — and what frees it

Each capital sin quietly drains the energy to go out to life; its virtue gives it back. Use this list to choose the virtue to develop in each channel (sheet 1).

The seven capital sins · what they bring · the virtue that frees
Two passions → the virtue that helps
Prideobstinacy · discordHumility
Avaricerestlessness · hardness of heartGenerosity
Lustblindness of mind · inconstancyChastity
Angerquarrels · indignationPatience
Gluttonydullness · idle talkTemperance
Envywhispering · hatredCharity
Slothslowness to act · a wandering mindDiligence
FearFortitude and trust in GodCCC 1808
Sadnessdespair · faint-heartednessHope — and joy, fruit of the SpiritCCC 1818 · Gal 5:22

What they bring: Saint Gregory the Great, Moralia in Job XXXI, 45 (6th c.). Virtues: Catechism of the Catholic Church 1866, 1772, 1808, 1818; the contrary virtues, a tradition going back to Prudentius.

Virtues are not forced: they are asked for. Prayer opens the door and the Holy Spirit makes them grow — they are His fruits (Gal 5:22–23).

9
Faith · the plan is moved by faith and the Holy Spirit — not by you

Every morning, before looking at the plan: pray these two prayers and put the day in His hands. When a fear comes, pray and let it pass.

1Father, I put myself in your handsSaint Charles de Foucauld · prayer of abandonment

Father, I put myself in your hands; do with me what you will. Whatever you may do, I thank you. I am ready for all, I accept all. Let only your will be done in me, and in all your creatures. I wish no more than this, O Lord. Into your hands I commend my soul; I offer it to you with all the love of my heart, for I love you, Lord, and so need to give myself, to surrender myself into your hands without reserve and with boundless confidence, for you are my Father.

2Soul of ChristAnima Christi

Soul of Christ, sanctify me. Body of Christ, save me. Blood of Christ, inebriate me. Water from the side of Christ, wash me. Passion of Christ, strengthen me. O good Jesus, hear me. Within your wounds hide me. Never let me be separated from you. From the evil enemy defend me. At the hour of my death call me, and bid me come to you, that with your saints I may praise you forever and ever. Amen.

“Consider the lilies of the field, how they grow; they neither toil nor spin. […] Seek first his kingdom and his righteousness, and all these things shall be yours as well.”Matthew 6:28, 33

More → Contemplative Prayer · the tree of life

Nothing in this document replaces licensed therapists, physicians or certified financial advisors. It is a coaching tool for reflection and planning.

Yours, before the next transition.

Everything marked “from the tree” is free. The map is what we build together. Leader Lifeplan · $1,400