The Four Key Personal Questions to ask yourself to help you succeed in Scaling Up your Business

Exploring aspects of conversation, both personal and professional


The 4 key personal questions to ask yourself to help you succeed in business.
To be successful in any organisation, regardless of its size we’re big believers that your personal priorities should align with your professional goals. Within organisations, there is often a lot of narrative and focus on developing and delivering against professional goals and unfortunately, little time given over to identifying what you need to do personally to be fulfilled.


We all seek to achieve in our personal lives, regardless of the simplicity or grandiosity, and by being successful there it can fuel our enthusiasm for our professional lives. As busy executives we often ignore our personal priorities, we’ve all seen it and it doesn’t end well with both personal and professional lives suffering.


That’s why when working with you to Scale Up your business we’ll place a lot of importance on working with the executive team to help them identify their personal priorities as well as their business ones – this goes a long way towards ensuring alignment of values throughout and building a team of ‘A Players’.


One of the simple, practical, and actionable tools I have access to as a Certified Scaling Up Coach is the One Page Personal Plan and it does a great job of structuring reflection on a number of the important areas of your live.


1. What relationships do you want to have and with whom?


We’ve all heard it before, what matters most in life is the strength of relationships you have built with family and friends and the sheer number of people you have been able to help along the way.
So, to get started, list the key groups of people in your life you want to have lasting relationships with over the long term. Don’t forget to consider work colleagues in addition to your family and friends. Community groups are also especially important for instance you may have a key sporting, school or religious passion.


Next, of those selected above pick out the key ones that you want to focus on in the next 90 days and 12 months and identify some actions that you will take to further develop these relationships.
What specifically might you choose to do to maintain and enhance those relationships?


For example; some years ago I identified that I was poor at keeping in touch with friends and colleagues whom I didn’t regularly ‘bump’ in to. I was losing touch with people whom I enjoyed the company of for whatever reason. So I implemented a quarterly “Social Conversations Matter” event where I simply let people know I am going to be in a particular bar, on a particular night and it would be great for you to join me.
That has now been going for years and it is a wonderful way for me to stay in touch with a whole range of relationships that would otherwise simply ‘die on the vine’. A lovely, unexpected side benefit, is watching new relationships develop between my friends.
In contrast there may also be some relationships that you’d like to end gracefully, you should also note and act on these.


2. What are the achievements that will truly satisfy you?


It’s not unusual to hear that many business executives who have achieved major milestones in their career still don’t feel fulfilled. Now’s the time to identify what will really help you find meaning in your life.
Is it perhaps in giving back to your community through doing not-for-profit work?
Or is it in learning new skills and having more modest levels of achievement?
In your personal life, think about how you can make a tangible difference to the people in your life and be specific rather general in your priorities. The key is focusing on short, medium and long term achievements relative to the people listed in the relationship column. Be conscious that this may mean you need to give up some time focused on other, maybe professional, achievements if they are preventing you from focussing on the relationships that matter most.
A simple one for me has been adjusting my work schedule so I can drive my children to their interests – tennis, dance class whatever. As a Dad that has often created some precious moments of conversation with them.


3.What rituals will support your priorities?


Establishing regular routines in your life that can help you to achieve your larger goals. Some rituals which you might consider for your own wellbeing could be: daily meditation; daily walk with your dog; a commitment to switch off all electrical devices an hour before bed.


I became a true believer in daily rituals some years ago when I was spending three weeks out of four up in Asia working long hours 7 days per week assisting the Anytime Fitness Master Franchise setting up across SE Asia. I don’t think I’ve ever worked as hard before or since. I absolutely believe I ‘survived’ and thrived because of my commitment to daily meditation and the Seven-Minute Circuit keeping me mentally and physically in tip top shape … oh and don’t forget the daily Vitamin B Berocca.


Then there are those which include other people whose presence supports your other goals: weekly date night with your partner; regular workout with a friend; quarterly attendance at a networking event.


No doubt we all have a few bad behaviours or habits that we could afford to lose as well, now’s the time to note them and work on moving them out of your life.


4.What wealth do you need to support your personal priorities?

In this case it’s preferable to see wealth in the context of it allowing you to deliver on this personal plan, rather than as an end in itself. Besides determining how much money you’d like to set aside for retirement, explore the amount of money you’d like to donate to charities, causes and communities that you have already identified that matter to you.


Consider how much money you need to invest over the next 12 months in having experiences with family and friends in order to create those special moments and memories you have described in your plan.


Also ensure you identify any cash-draining liabilities that you may have and identify a plan of action.


So what might you do now?


The One Page Personal Plan is just one of the tools that we use with you and your executive team on the road to Scaling Up your business: 

One Page Personal Plan



If you are interested in learning more about Scaling Up you may also like to grab yourself a copy of the "Quick Start Guide".






Scaling Up: Mastering the Rockefeller Habits 2.0
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