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EOS Business Planning Toolkit

This document outlines an individual's personal and professional goals including their vision, core values, passions, 10-year targets, lifetime wishes, 1-year plan, and rocks for the next 90 days. It includes financial and measurable goals for income, net worth, and other metrics to be achieved at future dates. Issues and potential barriers are also listed to be prioritized and addressed.

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eliette.lima0511
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94 views2 pages

EOS Business Planning Toolkit

This document outlines an individual's personal and professional goals including their vision, core values, passions, 10-year targets, lifetime wishes, 1-year plan, and rocks for the next 90 days. It includes financial and measurable goals for income, net worth, and other metrics to be achieved at future dates. Issues and potential barriers are also listed to be prioritized and addressed.

Uploaded by

eliette.lima0511
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Name:

V I S I O N
1.
2.
CORE
VALUES
3. 3-YEAR PICTURETM
4.
5.

1. Future Date:
2.
Income:
PASSIONS 3.
4. Net Worth:
5.
Measurables:

What does it look like?


10-YEAR
TARGETTM -

• • -

• • -
• •
-
• •
LIFETIME
• • -
WISH LIST
• •
-
• •
• • -

• •

Toolbox
WWW.EOSWORLDWIDE .COM © 2003-2021 ALL RIGHTS RESERVED.
Name:

T R A C T I O N

1-YEAR PLAN ROCKS (the next 90 days) ISSUES LIST

Future Date: Future Date:


Ideas, problems, concerns, obstacles,
and barriers
Income: Income:

Net Worth: 1.
Net Worth:

Measurables: 2.
Measurables:

Rocks for the Quarter: 3.


Goals for the Year:

1. 4.
1.
5.
2. 2.
6.

3. 3. 7.

8.
4. 4.
9.
5. 5.
10.

6. 6. Prioritize
- Identify
- Discuss
7. 7. - Solve

Toolbox
WWW.EOSWORLDWIDE .COM © 2003-2021 ALL RIGHTS RESERVED.

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