Success Mindset Worksheet

Name: Date:

Use this worksheet with the HP LIFE Success mindset course to create your vision, goals and success
plan. List your strengths and business habits you want to improve.

1. Create your vision

Understand what is important to you

What do you enjoy?

What are your dreams?

 What would make you feel
fulfilled?
 What do you want to accomplish in
life?

What does success look like?

What are your values?

You are at your retirement dinner

 What did you accomplish?
 What impact did you have?
 Who are the people around
you?

Vision:
Create a vision for your future. Describe your hopes, dreams and what you want to accomplish. Think
big.

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2. Create your goals

Goals:
Create 2 goals that are needed to achieve your vision. Goals should be Specific, Measurable,
Achievable, Realistic, and Time Bound. Write a sentence or two about how your goal fits each one.
Goal 1:

Specific:

Measurable:

Achievable:

Realistic:

Time bound:

Goal 2:

Specific:

Measurable:

Achievable:

Realistic:

Time bound:

3. Create your success plan

First, think through:

What needs to happen to achieve
your goals.

What is your timeline?

What skills or knowledge do you

need?

What are possible obstacles?

How might you overcome the

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Success Mindset Worksheet
obstacles?

What resources do you need?

How will you evaluate your

progress?

Now list the steps of your success plan (look at Wassel, Elena and Gianna’s success plan examples
below)
Steps List specific actions and when the Success (or results)
What are the steps you need to actions should be done Describe the successful
take to achieve your vision and outcome
goals
1.

2.

3.

4.

5.

Identify your character strengths

Strengths
List your strengths and steps to improve
Strength Steps to improve
1.

2.

3.

Strengths covered in course:

 Resilience – dealing with difficult situations, obstacles and uncertainty with proactive determination and
finding solutions
 Innovative, problem solver – introducing new ideas, providing original and creative thinking about a problem
 Confidence – believing in your abilities, skills and experience
 Courage – act on your beliefs, take business risks and try something new in the face of uncertainty or fear

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 Resourceful – make do with what you have, even if there are limited tools or resources to help you
 Critical thinking – analyzing information and situations objectively and making good decisions

Other examples of strengths

Creativity Judgement Leadership Social intelligence
Humor Kindness Perseverance Teamwork

Develop good business habits

Habits:
List the bad habits to stop and the new habits to you want to create to achieve your success plan
Bad habits Steps to stop the bad habit
1.

2.

3.

Good habits Steps you will take to create the good habit
1.

2.

3.

Good business habits covered in the course:

 Take initiative  Set a positive attitude
 Spend your time wisely and be well organized  Stress management
 Expect excellence  Exercise
 Keep your commitments  Embrace change
 Reach beyond your comfort zone  Journaling

Case studies in the course

Wassel

Introduction:
Wassel created a business that provides cutting edge web, IT and mobile solutions to companies in
Europe, Middle East and Africa. The business has over 170 employees working on international projects in
banking, smart government and digital transformation. Wassel’s core values are to have a challenging
career, embrace change by being innovative, open to new ideas and provide social value for his country.

Vision:

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Start and grow a company to provide innovative IT solutions. Start small to prove that innovation and
quality can be delivered internationally from Tunisia. Be a role model for employees and entrepreneurs,
create good jobs and economic opportunities in Tunisia.

Goal:
Create a company that provides innovative IT solutions internationally by using his experience in IT and
business within 10 years after completing his Masters in IT.

Success plan (steps to accomplish vision and goals):

Steps
Step 1: Build technical expertise
as an employee at large
international IT companies
Step 2: Gain business and sales
knowledge/skills to complement
the technical expertise
Step 3: Create a startup that
provides innovative IT solutions in
Africa
Step 4: Build and grow the
business into more IT service
areas and more countries
Actions
 Worked 7 years at Cap Gemini and Sun Microsystems.
 Lived in Silicon Valley to get more exposure to IT innovation
and visionary leaders
 Completed an Executive MBA
 Worked as an employee in pre-sales to gain business and sales
experience
 Co-founded Proxym-IT in Tunisia (now Proxym Group)
 Built development teams and solutions for web and mobile
 Grew the company in the French-speaking European market
 Created off-the-shelf IT solutions and acted as a systems
integrator to transform customers’ businesses in the areas of
healthcare, retail, fleet and digital education
 Partnered with other IT companies to expand into the Middle
East market in Smart Government and Banking

Elena

Introduction:
Elena is a thirty-something sales professional. After two years of work experience, Elena entered an online
MBA program with a goal of becoming a business consultant. She researched consulting positions and
was drawn to the travel, working on teams, and client relations. These aspects of consulting aligned with
her interests. The career coaches in her MBA program told her this would not be possible given her
background and encouraged her to pursue a management position within her current field of retail sales.
However, Elena was determine to reach her vision and she created a plan.

Vision:
To be a consultant working for one of the top consulting firms. Work with businesses to develop strategy,
business planning and problem solving to be successful in their marketplace. Travel, work in teams and
work with many businesses to understand their business challenges and develop expertise to become a
leading consultant.

Goal:
Be hired as a consultant at one of the top consulting firms by the time she graduated from her MBA
program.

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Success plan:
Steps
Step 1: Research the
consulting companies and the
consulting positions
Step 2: Determine the
resources needed to break into
the field of consulting
Step 3: Develop consulting
skills
Step 4: Interview with top
consulting companies
Gianna
Introduction:
Gianna developed an early interest in art and made interior decorative items for her home and her
neighbors. She worked in her father’s workshop learning how to use woodworking tools and improved her
skills. She entered her best pieces in local contests and won many prizes.
Vision:
To have her own workshop and showroom to create and sell woodworking art and furniture made from
local materials.
Success mindset course
Actions
 Performed online research to understand the
companies and positions to make sure it was good fit
 Conducted multiple informational interviews with
consultants at top consulting firms to understand skills,
strengths, personal networks, professional activities of
the interviewees
 Created a list of the resources and skills needed as a
consultant
 Performed a gap analysis to understand what is needed
and how long it may take her to get there
 Enrolled in Toastmasters to develop presentation skills
 Went on multiple international study trips through her
MBA program and helped local businesses develop and
grow to improve her creativity, innovation and problem-
solving skills
 Joined an online professional network for consulting
and took on leadership roles
 Attended networking events where the organizations
she desired to work for would be present
 Updated her resume to highlight her consulting skills
and experience
 Started a club that helped students prepare for case-
based interviews (the interview format in the field)
 The first interview did not produce a job offer so she
asked the interviewer for constructive feedback. She
prepared for her next interview, putting an emphasis on
the feedback she received.
 The third company she interviewed with, offered her a
job with the largest starting salary offer ever provided in
her online MBA program. She has been employed by
this company for the past three years. She travels,
mastered the art of working virtually and now mentors
other MBA students.
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Goal:
Have her own shop and showroom after operating her woodworking business in her father’s workshop for 4
years.
Success plan:
Steps
Step 1. Increase her art
knowledge and skills
Step 2: Start a business
Step 3. Increase her business
knowledge
Step 4: Expand her business
Step 5: Open her own
workshop and showroom
Success mindset course
Actions
 Became an apprentice with a local artisan for 2 years
 Created custom interior decorative items and furniture
using her father’s workshop
 Entered the best work in local contests
 Developed a customer base
 Created a portfolio of products she used to get more
business including her many prizes she won
 Met with small business counselors and enrolled in
small business programs
 Took business classes to learn about sales, finance
and marketing
 Created a business plan to buy additional equipment for
her father’s workshop to increase her capability and her
efficiency
 Used her business plan and 2 years of profit and loos
and cash flow statements to get a loan
 Created a marketing plan to get the word out. She used
a mix of local advertising, social media marketing and
direct mail. She also encouraged customers to spread
the word.
 Developed a working network of artisan entrepreneurs
in the area to create events to display their work
 After operating her business in her father’s workshop
for 4 years, she was able to open her own workshop
and showroom
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