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Blog Post

Self-Development: Taking Personal Inventory

  • By Irina Kerzhnerman, PhD
  • 11 Dec, 2018

What does your Year-End Review look like?

As 2018 comes to an end, I'm sure many of us are doing some kind of year-end review at work.  Generally, it is good business to look at what goals had been set for the year, how did they get met and what can we do better. It is how businesses keep things moving, growing and keeping up.  Have you thought about doing a year-end review for your personal goals?

The picture I chose for this post is of a sunrise at the beach. Why a sunrise for a year-end review? By taking the time to look at our journey over the past year, we can't help but think about what is on the horizon and the dawning of a new day or year or chapter of our lives. Taking a personal inventory of the things that have been important to us helps us acknowledge the efforts we have put forward and celebrate our successes.  It also helps us see clearly where we had good intentions but perhaps fell short on motivation, planning or follow through. That information is priceless when we go to set our next set of goals. We can choose to reevaluate whether that goal was something we ACTUALLY wanted to do or was more of something we thought we SHOULD do.  We can be more specific in defining the goal  so that it can be more achievable. We can work towards removing our own obstacles and get out of the way of our own success.

So, here's a step-by-step guide to a Personal Inventory:

Step 1: Write down the projects/personal goals you have been working on this year.  Make sure to include those you actually worked on and those that you have been thinking about/planning to/wanting to work on. If you actually wrote them down at the start of 2018, FANTASTIC! If not, think back on your year and focus on the areas of your life that you have made or have wanted to make changes. Did you get a new job? Did you want a new job? Did you start a healthy lifestyle plan? Did you get a gym membership that you hardly used? Be thorough.  This is for your eyes only so be as honest as possible.

Step 2: On a scale of 1-10 (with 10 being the best), write down how successful were you in meeting that goal. The purpose here is to recognize that goals are not an all-or-nothing thing.  Some parts of a goal may have gone well while others didn't.  To make the most of this information, we need to understand both.

Step 3: For each goal, write down what went well. What did you succeed at? What have you gained/brought to existence/changed? Make sure to acknowledge every positive step you made.  Success builds on itself.  Also, write down what didn't go well.  What didn't get finished?  What never really got started? What stood in the way?

Step 4: For each goal, identify a status. Is it:  Done? To be continued? To be deleted? To be reworked/clarified/updated? It is important to recognize the goals that were achieved! It is also important to recognize that goals that may have been set are not really your goals (they may  be based on your perception of what you SHOULD do or be a result of outside pressures) or are goals that you have outgrown.  Could you do better with your goal if it was clearer or defined better? (For more on this, tune in to 3-Minute Therapy Thursday on December 13th to learn about the benefits of Coaching).

Once you've done your Year-End Personal Inventory, you're all set to start planning for the next dawn of a new year. 

Look out for more information on setting achievable, manageable goals in upcoming posts.



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In the arena of well-being care, we loudly and regularly support the importance of gratitude.  It is an accepted "truth" that appreciating what one has in life supports feelings of joy, contentment and satisfaction.  But, this client came across an interesting dilemma.  By defining Gratitude as "I have everything I want out of life", he found himself in a paradox.  He found himself not giving himself permission to explore the changes he wanted to make and how they would enhance his satisfaction in himself because that somehow felt "ungrateful."

In our conversation, we came to the awareness that my client was stuck in a This OR That trap.  In trying to figure out if he was grateful for his life, he had created two categories - grateful and ungrateful - and was trying to determine which one he fit in.  But, that mental trap created a categorization that isn't accurate.  He was finding himself both This AND That.  He was fully grateful for the blessings of his life. AND, he was ready to explore ways that he can challenge himself to achieve new things. Ironically, without embracing that both can exist at the same time, he was standing in his way of truly having either.

Think about the areas of your life that are just not as satisfying as you would like them to be.  Are you settling for those areas to be mediocre because you are choosing to focus on your blessings? Are you asking yourself to choose between This OR That in such a way that you don't feel empowered to make changes or feel guilty about wanting more? What if you could do both?

Challenge yourself to define Gratitude as the awareness of your strengths, your blessings and all the things that make your life what you want it to be. Gratitude is not about "my life is perfect." Gratitude is being thankful for the personal power, strength and courage to go out there and always strive for more challenges.




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So much of our time and energy can be wasted trying to change something that is outside of our control or neglecting to do something that could bring about something we want.  Without exception, this always brings about frustration and agitation.

Serenity, or peace of mind and heart, comes from being able to accept that there are things in our world that we just do not have the power or ability to change.  They are outside our domain and outside of our ability to control.  Mostly, this falls under the actions of other people.  When what we want most is dependent on someone else doing something in a specific way, we need to remember that we cannot make someone do something.  The only part we can control is our actions.  Sometimes, that means changing our approach to the situation or having the courage to step outside our comfort zone and do something new.  Sometimes, that means accepting that we cannot have what we want exactly how we want it.  And, although this can bring profound disappointment, disappointment is better than the frustration and anger that comes with continuing to put effort into something that cannot go our way.

The other line in the Serenity Prayer is "...and the wisdom to know the difference."  The hardest part can be evaluating a situation to determine where the need for courage ends and the need for acceptance begins.  Each situation is different. Often we feel like accepting is the same as giving up.  But, it isn't.  Accepting allows us to know our limits and put our resources into other things that stand a chance at bringing us happiness.

Wishing you Serenity, Acceptance, Courage and Wisdom!


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