There are 6 parts to this Personal Leadership Plan. This is the final part that I will post here on my blog.
- Knowing Myself
- Knowing my Past
- Vision & Mission
- SMART Goals
- Mentors
- Skills (Competencies) I Need
This assignment was: S.M.A.R.T. Goals:
- Specific, Measurable, Attainable, Relevant, & Time Specific
- Goals pertaining to each role in life
Business, Ministry, & Spiritual Goals:
2-5 Year Range
I would like to accomplish graduating with my
bachelor’s degree in this time range, and then focusing on getting my master’s
degree in Taxation or Accounting. After this is done I would like to start
studying for my CPA (Certified Public Accountant) & EA (Enrolled Agent)
exams. I would like to then sit for these exams and pass. I would like to have
my first book written and published by the end of 5 years. I will organize a
seminar for sharing God’s Principles on Finance & Stewardship. I will measure progress in a week-by-week
format. I will categorize these goals with 10 being the most important and 1
being the least important, and then focus on the goals that are rated as 10 and
knock them out of the way till I come to the least important rated as 1 (or my
lowest rated goal – whatever the number is). At the middle of 5 years, I will
make sure that I am 45% or higher finished with my goals. I will use the
CollegePlus program or Verity Institute and their resources as a catalyst to propel me on towards my
bachelor degree in accounting. Then I will probably use Liberty University to
earn my Master’s Degree in Taxation or Accounting. I will use my bible, the
notes in my bible, and other Christian Books to propel me towards a study on
Stewardship & Finances. The goals in the area of studying will advance me
because 1) I will need these classes to help me on my way towards a bachelor’s
degree, 2) I will need a bachelor’s degree & possibly a master’s degree to
be able to become a CPA & EA, 3) I want to become a CPA & EA in order
to be able to further my work in the tax & accounting sector of business,
4) I want to further my work in the tax & accounting sector of business so
that I have more knowledge, experience & stories from clients to be able to
share with those that I believe I have been called to work with (which is
mentioned in my vision & mission statements). Writing my first book will be
a precursor to other books that I plan to write in my lifetime. The first book
will give me the experience to be able to share my thoughts on paper in an
articulate and persuasive way.
5-15 Year Range
I would like to
accomplish passing many more exams during this time period to further
distinguish myself from other practicing accountants that will help others to
recognize my practice. Some of these exams are as follows: CMA Exam (Certified
Management Accountant), CFM Exam (Certified Financial Manager), CFP Exam
(Certified Financial Planner), CGA Exam (Certified General Accountant), ABA
Exam (Accredited Business Accountant), ARA Exam (Accredited Retirement
Advisor), ATA Exam (Accredited Tax Advisor), CSA Exam (Certified Senior
Advisor), CTC Exam (Certified Tax Coach). These are all secular designations
& Credentials. Then I would like to focus on becoming a Dave Ramsey Counselor,
then become a Crown Money Map Coach, then become an advisor with Ronald Blue
Company. I will continue working as an accountant during this time period. I
will also hopefully be starting a mentorship with Chuck Bentley @ Crown
Financial, and then with Steve Dulin @ MasterPlan Business Ministries. Again, I
will use my model to measure progress in a week-by-week format. I will
categorize these goals with 10 being the most important and 1 being the least
important, and then focus on the goals that are rated as 10 and knock them out
of the way till I come to the least important rated as 1 (or my lowest rated
goal – whatever the number is). At the middle of 5-15 years, I will make sure
that I am 45% or higher finished with my goals. I will need 1-2 full days a
week for devoted time for studying for these tests. I will need a strict
schedule and a quiet place to be able to study for these tests. I will need to
study the Bible to become a Counselor, Coach, & Advisor with the different
listed ministries. I will need to be able to travel around to be able to be a
mentor of Chuck Bentley & Steve Dulin. Through all of this I will need a
steady income to support myself in these goals which is where my job as an
accountant plays into the scene. Why is this relevant to my overall vision? I
would say that these goals are a crucial turning point in my ministry and
vision for the future. This is where I can mold my life into the model God has
for me and my ministry.
15 – 20 years
I would then like
to focus on growing a tax & accounting firm to increase revenues &
profits. I would then like to focus on building a model for future seminars
& books that I will write. I will use the same model to measure my progress
as I have in all of my other goals. I will use the abilities & gifts that
God has blessed me with to be able to grow the accounting business. I will use
the Bible as my starting map for the seminars & books. This is relevant
because I will need the knowledge of tax & accounting as a model for the
future in seminars & book writing. I will also need the income from these
sources to maintain the ability to put on seminars & spend time writing
books.
20 Years – till dead
At this point in
my life, I would like to have a large & successful Tax & Accounting
Business. I would like to write books on each of the subjects that I mentioned
my Vision & Mission Paper. I would like to develop a course to lead people
through each of these subjects in a biblical way. I would like to be able to
successfully lead people to financial freedom and living for the kingdom of God
through the way they handle their finances & are a steward with what God
has entrusted to them. I will use the same model to measure my progress in this
area as I have in other goals. I will use the abilities & gifts that God
has blessed me with to be able to run & manage the large tax &
accounting business. I will use the Bible as the Foundation to all Principles
shared with others in the Biblical Worldview of Finance & Stewardship. This
will accomplish my vision and mission for life here on earth.
Goals on Marriage
I would like to marry someone who is completely sold out for Christ. Someone who desires Christ above all else and will live sacrificially for the kingdom of God. Someone who is not afraid to share her faith with others but has a boldness & courage to witness to others that only God can give. Someone who is committed to living a Biblical Worldview in all areas of Life even when it becomes hard to do so and will withstand criticism to the Glory of God. I will measure success by her passion to live completely for Christ even in opposition. I will need to be seeking a strong relationship with Christ and be someone completely sold out for Christ and has a Biblical Worldview in all areas of life as well. Why is this relevant to my vision - Because a strong wife in the Lord will benefit me and will be a help to my ministry. I want to wait on the Lord’s leading on this important step in life and let him lead and direct me down this pathway of life.