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84. Reflect on 2024: Annual Review Strategies With Dale Wilsher (Annual Planning Series 1 of 3)

personal development podcast episodes succeed at work Nov 05, 2024
Blog/podcast with title: 84. Reflect on 2024: Annual Review Strategies with Dale Wilsher (1 of 3 in series)


 

In this episode, Patricia kicks off a special series with Professional Certified Coach and Keynote Speaker, Dale Wilsher. They discuss the importance of reflecting on the past year, and share different ways to go about it. including a year review, journaling, consulting with others, and the storytelling method for reflection. Gain insights on how to successfully reflect on your year before you get into planning for 2025.

 

We'll Talk About

  • 00:00 Introduction and Series Overview

  • 01:15 Meet Dale Wilsher: Professional Certified Coach

  • 02:10 The Importance of Year-End Reflection

  • 02:57 Dale's Year-End Review Process

  • 04:35 Patricia's Reflection Techniques

  • 07:12 Storytelling as a Reflection Tool

  • 10:14 Personal Reflections and Insights

  • 13:24 The Power of Words: Choosing a Word of the Year

  • 22:20 Wrapping Up Reflections and Moving Forward

  • 24:15 Preview of the Wheel of Life Exercise

  • 29:34 Final Thoughts and Encouragement

     

About Dale Wilsher

Dale Wilsher is an authenticity advocate and personal development expert whose powerful message as a speaker, coach, and trainer has transformed countless lives. She helps professionals reassess their strengths, clarify their values, and define their meaning, guiding them to reach their full potential.

Her mission is to help others make the most of their time and talent, recognizing their unique strengths and using them to live authentically and purposefully.

Dale is a member of the Forbes Coaches Council and serves as faculty for the U.S. Chamber of Commerce's Institute of Organizational Management. Her certifications include ICF Professional Certified Coach (PCC), Certified Professional Life Coach (CPLC), Certified Career Services Provider (CCSP), and Strengths Champion Coach in Gallup Strengths Finder Assessment.

As a Certified Behavioral Consultant in DISC Personality Profile, Dale trains teams to leverage personality differences for creating respectful and successful workplace cultures.

 

This is part of a special 3-episode Annual Planning series:

  • Reflect on 2024: Annual Review Strategies

  • Plan for 2025: Wheel of Life and Goal Setting

  • Reach Your Goals in 2025: How to Make Your Goals Stick

 

Connect with Dale

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Connect with Me

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CLICK HERE FOR FULL TRANSCRIPT

84. Reflect on 2024: Annual reflection strategies, with Dale Wilsher

[00:00:00] Patricia Ortega: Hey everyone. Welcome back. I'm so excited to be here with you. It is now the start of November and Dale is here with me for a very special series. We are doing three episodes together. You're going to get to hear them today, November 5th on December 3rd.

[00:00:18] And then at the end of December to help you to reflect on the year, that's what we're going to go over today. Create a vision, go through an exercise that Dale has for us called the wheel of life and set some goals. That will happen in early December. And then we're going to wrap up the year by helping you stick to the goals that you set.

[00:00:35] So this is a really great series and I'm really excited to get started. Now, um, to give you a heads up in the description, you're going to find a link to Dale's exercise, the wheel of life that you can start doing now. To get prepared for December 3rd, and I'll also provide you with a link to her LinkedIn so you can connect with her and be in touch with us between now and then.

[00:00:57] But today, let's get [00:01:00] started with reflecting on the last year. So first off, Dale, welcome. Thank you so much for being here.

[00:01:06] Dale Wilsher: Thanks for having me, Patricia. It's always so fun to spend time with you.

[00:01:10] Patricia Ortega: Yeah. Well, I'm excited to get started, but before we do, I'm sure people are wondering who is this Dale person.

[00:01:15] So do you want to share just a really quick intro about who you are?

[00:01:18] Dale Wilsher: Yeah. So, uh, my name is Dale Wilsher. I am a, uh, professional certified coach and I'm a keynote speaker. I, I work with ambitious women, mostly mid to senior level professional who are successful on paper, but they feel like they're not living up to their full potential.

[00:01:36] Um, what they want to do is align their careers with their authentic purpose so they can be all that they're meant to be. So that's typically what I do, and then I speak in a variety of settings, some women's conferences or women's ERG groups or some project managers, a lot of chamber world. So, um, I have some great groups that, uh, I get to invest in and work with.

[00:01:57] So, yeah, so today's is all about, like, [00:02:00] a life to the full. I believe in making the most of our time and our talent. And so I'm excited that we get to kind of dig into this part today.

[00:02:08] Patricia Ortega: Yeah, I'm definitely looking forward to it now. It may feel a little early. Some folks maybe don't look at reflecting across the year as early as the beginning of November.

[00:02:18] However, doing these things really early helps you to let things simmer, especially as you're planning the holidays and you're wondering what you're thankful for at the end of November and things just get so crazy. Um, so why don't we get started? Do you want to share a little bit about how you go about your reflection process towards the end of the year.

[00:02:38] Dale Wilsher: Yeah. And I think you are so spot on. It is so good to have time with this, to just be thinking about it. And also that way, when you get to the Thanksgiving dinner table and they say, what are you thankful for, man, you don't have to say ditto because. 18 people said it before you, you have like lots of responses.

[00:02:57] So I have been doing this for years with [00:03:00] clients. I started doing it with myself, uh, probably 15 years ago. And then I started doing, um, this exercise with client. We just call it the year end review. And, and really I, I kind of go through several questions that I reflect on. I get my calendar out. I'm a paper calendar person in addition to my Google calendar.

[00:03:20] So if you keep any records, it kind of prompts you to remember some things that were going on this past year. So I go through and I think about what goals I have achieved, the connections I have made. I think about what I have survived in the year. I've been through some really tough years where that list was exceedingly long.

[00:03:39] But, um, I made me proud about what I had come through and, and, you know, how things had turned out okay. And then, then I do reflect on my word of the year too. And what I found was when I started this, I realized that as a goal driven person, I am constantly going after my next goal. Like I go from one and if I do get [00:04:00] to achieve it, then I just move on.

[00:04:01] And I never stopped to just celebrate. And celebration, it gives me gratitude, you know, and so this is an opportunity for me to kind of immerse myself in gratitude and, and what has happened through the years, um, and through this past year. And then also it kind of devolves grit and confidence. Cause I remember what I've done, which means let's get to it.

[00:04:26] Let's go after some more stuff. So, so I really, I find this makes me more courageous and more confident as I go into the next year. I

[00:04:35] Patricia Ortega: like that. And you know what? I do some of the same, some of the same type of reflecting where I go back in the year and you know, for those of us who are planners, hello everybody, I'll go back in my month and at the end of every month when I'm good about it, I will write down, here's what happened this month.

[00:04:51] Here's some big accomplishments. Here's some setbacks. Here's some lessons, right? Um, so going back through those is actually, for me, it's part of the celebration to find [00:05:00] these rewarding moments of, Oh yeah. And I do this at the end of my day too, where you ever get to the end of the day and all you can think of is the pieces of your to do list that are not completed yet.

[00:05:10] Like how, could I be more negative, you know? So it's kind of one of those things where at the end of my day, when I think about it, when I get into that pattern, cause I don't do it all the time, I'll be honest, but I like to look back and look at my calendar and say, what did I get completed? And by the way, there's often.

[00:05:27] Things that I completed that weren't on my to do list. So now it's like, well, let's just shuffle our to do list. Right. You got to record that. And then you check it off and then you celebrate it. Yes. To me that like, let's record it so that we can check it off is a moment. Like it's a moment in and of itself.

[00:05:42] And that's what I do is I go back very similar to what you do. Right. I go back throughout the year and I say, what happened in January that is in alignment with my goals and celebrate that progress, but also, what happened? That just kind of happened, right? If your AC went out in July and you got it fixed, guess what?

[00:05:58] You got your AC fixed in [00:06:00] July. Like that is a goal to accomplish. And sometimes that also happens with, you know, conflict at work, right? I know we talk a lot about career here. Sometimes conflict at work makes us confront some difficult decisions, some difficult conversations that needed to take place.

[00:06:15] And maybe we were postponing or even avoiding. So to me, that's an accomplishment. It doesn't matter how you got there. Point is you got there.

[00:06:24] Dale Wilsher: Yeah. Amen. I, and I think I probably put that in my, what I survived category. Yeah. It's usually, those are things that were really difficult or some kind of loss, some disappointment, something like that, that yeah, whether I love, I love what you said about, like, what are your lessons?

[00:06:40] Cause I think that almost has to be done. In short term, like in monthly or even in weekly, it's kind of hard to sit back for the whole year and do that. But to be able to take what the work you've already done and think about those lessons and then, you know, as a separate category, what just popped up that you didn't expect, but you still, you [00:07:00] know, you survived it, you crushed it, whatever.

[00:07:02] Patricia Ortega: Yes. And you know what? You said things I survived that actually reminded me of a slightly different. So I'm very like, I can be eclectic, right? Like, what do I need this year? Right. And one of the ways that I learned to do reflections is storytelling. So you look back on your year and this is a totally separate way of doing it, but you kind of look at yourself as like the hero of your journey, right?

[00:07:25] And that piece of what did I survive this year reminds me of the last part of it, which you ask yourself things like, um, what are the chapters in this story? Who was I when I began the year and who am I now? And sort of how has my character developed? How has my circumstance, how has the plot of my life developed?

[00:07:43] And that survival moment, what it reminds me is something slightly different, but it talks about the, um, cliffhangers. So what are the cliffhangers in my life? What are the pieces that maybe I've started? a story, a micro story. Maybe I started an adventure, but I [00:08:00] haven't finished it. What are people waiting or what am I waiting for in this next year?

[00:08:04] Um, so I thought that was really neat. And so if you're interested in learning more about like the storytelling version, I'll just really quickly break it down. Cause it's not the, what I use this year. Um, but it's basically, you look at the high points of your life. And you look at the low points and how they were, like, helped you to develop as a person.

[00:08:23] You look at who you were at the beginning of the year and how you've changed. And also all the, the milestones, the plot points along the way. And then here's the thing that I never thought about. Consider who the villains are in your story. Which I, I, when I first heard it, I was like, well, why would you go negative?

[00:08:43] But here's the thing, the, a villain doesn't necessarily have to be a person. And I hope that it's not a person, but a villain can be an obstacle in your story, a difficult event. And the reason why the villain is so important is because when you have an obstacle or a challenge, that is almost [00:09:00] certainly an opportunity for you to overcome, to learn a lesson, to get stronger, and without finding the villain, it's hard to celebrate the overcoming. And so that's sort of the storytelling piece. Um, I, myself, have done it before. I didn't do it this year, but even as I'm talking about it, I thought, Maybe I'll start doing that tomorrow, for this year.

[00:09:21] Dale Wilsher: That's amazing. And I, we were just talking before, uh, we got on this conversation and talking about one of my villains is my inner critic and

[00:09:31] Patricia Ortega: Mm-Hmm.

[00:09:31] Dale Wilsher: You know, my own mindset around things that as stuff gets revealed, how am I going after that? I love this storytelling method. Excuse me. I think I'm going to, I'm going to start using that.

[00:09:42] So thanks so much for sharing that. Love it.

[00:09:46] Patricia Ortega: Yeah. Storytelling has been something that has sort of infiltrated everything that I do, right? Whether it's creating the branding and the career search process, whether it's how you structure your interview to share information or how you decide what direction, I mean, it's just, [00:10:00] it's literally for better or for worse, it is a part of most of what I do.

[00:10:04] Um, okay. So we've gone through. A brief idea of what it looks like. Um, I'm curious if you would kind of let us into your world a little bit. What are some reflections that you got out of your process this year?

[00:10:18] Dale Wilsher: Yeah. Well now I'm like, man, I need to go, go back and tell my own story. But, um, you know, I, so I listed all, frankly, I could throw this into AI and let it, it tell me what some themes are.

[00:10:28] I love doing that. But, you know, I, I always do my top five goals for the year. And then I have a, also like a top 16 that kind of breaks those down into smaller activities. So I always gauge against that. So, you know, I think I was able to complete three of my goals. You know, one had to do with the number of speaking events that I was doing, which I was able to exceed that some is always an income goal for me.

[00:10:54] And then some personal things like, you know, we were trying to work on our budget with my husband and we figured that out. [00:11:00] And I did a whole revamp on my website. And then I just thought about some things I wanted to do with my daughters because we'll talk next time about the wheel of life. But I, you know, I have goals usually in most of the eight areas and I had wanted to start, I have four daughters.

[00:11:15] They are, uh, 21 to 28. I have one in college and the rest are, um, gainfully employed in different places and wonderful. And I wanted to start doing girls weekends. And so we were able to get our first girls weekend on the books. We went to visit one of my daughters and then we went to the beach. So it's really fun to see that I had some things I needed to do with my youngest daughter and, um, you know, things that I pray for, it's usually like answered prayers as well as, you know, goals that I'm working on.

[00:11:44] So. she was able to get a great, uh, it's not an internship. It's a volunteer position at the Denver zoo. And those are pretty hard to come by. And she's a zoology major. So it's just things that I can be excited for with her, with me, [00:12:00] all the people that I'm kind of invested in.

[00:12:02] Patricia Ortega: Oh, that's great. It's always nice to look back on those things and not only celebrate yourself, but then turn to your daughter and be like, Hey, you did something pretty cool this year.

[00:12:11] Dale Wilsher: Absolutely. So, and it's fun to know what their goals are so that I can be a part of that. It, like I said, it invests me in their lives. So, that's fine. Yeah. And then I also celebrate my, my connections. I am the director of programming for the, um, Colorado National Speaker Association. group. And so I have made so many connections with so many high level speakers, uh, that have become mentors to me.

[00:12:36] And so those are some of my best connections and creating a mastermind and, and then some new contacts in the groups that, um, I speak to. So that's always a fun one to really think about the people that, um, that are new connections that will probably You know, kind of ripple out into other things, but just, you know, personally, we, you know, we moved into a new house.

[00:12:59] And so [00:13:00] we live in this retirement community. We're like the youngest people in the retirement community, but, uh, we bought my in laws house. And so we've gone to these social things. So. Those are really fun connections. These people are amazing. So I'm having a great time.

[00:13:12] Patricia Ortega: So many, um, great life lessons, you know, that you can glean from people who have lived a beautiful full life.

[00:13:17] I know on my end, one of the biggest things that I look at is, um, at least this year, every year it's, it's different. You do a word of the year?

[00:13:26] Dale Wilsher: I do.

[00:13:27] Patricia Ortega: Okay. We'll get into that later. I'm sure. Maybe next episode, who knows? But for me, I typically have a word of the year because. I like shiny objects.

[00:13:37] And so a word of the year, make sure that I stay focused. And I'm like, okay, this is the one thread, right? So if I pick up a shiny object, I'm like, does this fit within my one thread? And for me, it's been one of those pieces where this year it's been impact, right? And so there's years where maybe growth is the word.

[00:13:56] There's years where maybe humility has been the word. That was a tough [00:14:00] year. Um, Phew, patience. Don't pray for patience. You already know what happens. Um, but impact was the word this year. And one thing I realized that is that, um, across the year, the, probably my biggest insight is, um, It's as I look back at my January through March, most of it was, doing some rebranding and getting things ready.

[00:14:20] Then middle of the year, it was just figuring out, well, where do I go from here? I finished this rebranding. What do I do now? Right. Um, and what I realized is that in order to make impact, the transitions are really important. And normally I move from one thing to the next, you know, and we're so quick to move to the other action item.

[00:14:38] But what I realized this year is that in order to make an impact, whether you have a business or you have a career, you have to stop when you finish a season or a phase of work and stop and think strategically again about how do I make the biggest impact with this work that I've done. So if you have a big project, you finished it up before you move on to the next one.

[00:14:58] What was helpful for me is to [00:15:00] stop and say, okay, whatever I did is not what I expected to do. Typically, you make a plan and just like construction, it never goes exactly as planned or it goes better than planned or just differently. So then at the end, it's like, I have to stop again and see if I need to adjust the strategy with how to move forward in order to make the biggest impact and take advantage of all the opportunities.

[00:15:22] And that's what my year has been like, you know, at home, we've done some upgrades at the house. We've also grown with our church community. Um, and of course with the business too. And so for me, it's always been, let me look back at the impact I made. And then from there, let me figure out what do I need to tweak or change so that I can...

[00:15:41] You know, adjust my strategy to flow with the work that I'm doing instead of assume that what I planned for is what actually happened.

[00:15:50] Dale Wilsher: So true. So true. And do you find that your word of the years, like mine will a lot of times go for a couple of years, like it becomes a deeper theme. I [00:16:00] rarely just have them for one year.

[00:16:02] They seem to kind of start in a year and go through at least a second year is what I'm finding.

[00:16:09] Patricia Ortega: But see, that is part of, um, you, I think you're more steady and consistent than I am. By the end of the year, I'm like, I'm ready to move on to the next, like, I'm just, I, you know, there's, um, different personality styles and personality traits and, and my husband is similar.

[00:16:25] Once he has something and it works, he's like, okay, let's just pull it all the way through slow and steady. He aims for a lot of depth and I'm very much like breath and to me, it's like, let me find a word that is connected to that word, but moves me into another step. Um, but I do admire the stick to it ed ness, you know what I mean?

[00:16:46] Dale Wilsher: Oh, I don't know, but thank you if that's like, I felt like I kind of had no choice. I mean, you know, and I tend to really reflect and pray through these words and like my breakthrough When I got that one, [00:17:00] one year, I was like, this is going to be awesome. And then I realized I was like, well, I think we're starting breakthroughs, but I think we're going to need the second year.

[00:17:08] It just kind of, there was no other word that really seemed to resonate. So I was like, well, I guess, and it wasn't because I got so many breakthroughs. I needed a second year. It was kind of still working. My word for the year this year has been lead. And what I thought it was going to be as a big part of my membership community.

[00:17:25] Ended up being more about the committee that I lead, um, as a program director. So I feel like there's just more percolating. I mean, yeah, I, I'd like to choose some different words.

[00:17:37] Patricia Ortega: Well, here's the thing too, what you know, you pointed out right now is um, I'm a praying woman, right?

[00:17:42] And so I'll go through that process in prayer. So I feel like sometimes it's, I have to figure out what's the word that I want. And what's the Lord trying to guide me to, right. But one of the things I noticed is like, there was one year where no matter where I look, no matter what I prayed, no matter what I did, humility, just it just, [00:18:00] kept coming back.

[00:18:02] And I, and I literally, you know, if you have that reaction of like, Oh, then that is something you need to work on. Right. And that's one thing I realized it was, I think it was, Um, that's the one word that I think lasted two or three years, but that goes to show you how prideful this woman could be right here, you know, lessons, more lessons to come.

[00:18:21] But one thing I realized, uh, is that part of my reflection process when I added someone else to that reflection process, that was. so eye opening to talk to someone else who was close to me and kind of say, here's what I'm thinking. And to hear, to process verbally for one, and number two, to hear their perspective on what my year went like, oh man, it, I think that was, maybe that's what, um, Maybe that's what was going on where maybe God was like, I need you to hear from someone else.

[00:18:55] So if you're not hearing it this year, you're going to hear it next year. I don't know. I don't know. But that's [00:19:00] for me kind of broke it open where I was like, Oh, okay, there we go.

[00:19:05] Dale Wilsher: And is that your husband for you who you process with? Or do you have other people?

[00:19:09] Patricia Ortega: I didn't realize, but I'm quite a friendly person.

[00:19:12] I see. I did not realize. I used to be like very, I mean, if you knew me when I was younger, you could just couldn't talk to me. I was just so angry, so mean, so dark, like I was just all over the place. Um, and my husband yesterday was like, how do you keep up with so many friends? And I thought back and I'm like, you're right.

[00:19:32] Like I have really almost without thinking have developed a lot of community. So I have a lot of friends that would be. Gladly, glad, happy to share a perspective on what I should work on, which is good.

[00:19:47] Dale Wilsher: In my world, probably no one, and my husband is wonderful, but I think no one knows my weaknesses more than him, sharing this with him.

[00:19:55] And he's seen me through most of these, you know, phases. So, [00:20:00] um, yeah, I think I, I either, yeah, so I'm going to keep that in mind and find my person to, uh, to go through this with, I mean, I go, I go through it with other people as their coach, but you know, all of us coaches, we still need coaching.

[00:20:13] Patricia Ortega: Oh my gosh.

[00:20:14] Yeah. I think, um, I actually started this, um, and then we're going to get back on track. I realized I'm taking us off track, but I started this process. So if you're listening to me right now, this might be helpful for you because I found it extremely helpful. So I started seeing a counselor, other situations we'll figure out later, but I mean everybody can benefit from a counselor.

[00:20:32] So I started seeing a counselor and coincidentally I had a coach, a meeting with the coach that day, like six or seven hours later. I don't know how or why or what, but all I know is it was so helpful to meet with the counselor to sort of process feelings, emotions, past, et cetera, and behavioral patterns.

[00:20:53] Right. And then talk to the coach after the fact and see how all those affect my forward [00:21:00] progress. Nice. It was so enlightening. So, I mean, if you're going to reflect with someone else with, you know, I do this with my husband too. So, so helpful. But if you're going to reflect with someone else, if you're thinking of how do I, sort of encapsulate my year, try it.

[00:21:16] Either a conversation with someone or, or, you know, that counselor coach combination was so powerful for me and I'm continuing to do that because it was so powerful. Um, yeah, it's, it was pretty amazing.

[00:21:27] Dale Wilsher: Yeah, it sounds like it. I, I've said, you know, I've been coaching now for more than a decade and probably, my most motivated clients, some of my most favorite clients have had plenty of counseling.

[00:21:39] I mean, for me, it was a line item in my budget for many years. Yeah, it was a given, but it, self awareness takes a little while to walk into. And so to have that safe place and some prompts to explore, cause you're right, you know, you have to be ready to then go forward. We have to kind of deal with some of the past or get to know who we are so that then we can direct where the [00:22:00] future needs to go.

[00:22:01] So that's, yeah, I'm with you.

[00:22:03] Patricia Ortega: Okay. So listen, you and I can go on forever and ever and ever now. But since we're talking about reflection, I'm curious, you know, I think there's some of us. Won't point any fingers, but there's some of us who might stick with reflection and we're not quite sure when to finish.

[00:22:20] So how would you, if you were to encapsulate your, your process, and how would someone know, okay, I'm done reflecting on the year. It's time to move on to future thinking. Great

[00:22:31] Dale Wilsher: question. Um, you know, I, I tend to journal quite a bit. So when I ask these questions of myself, I will journal them out. And, and I would say, you know, I wouldn't go more than a week or two on this.

[00:22:43] If you want to come back and think through these questions at a certain point, it is just to, educate you, inform you as you move forward. What new lessons are you looking forward to? How does this either give you courage or gratitude for the year ahead? So I would [00:23:00] not go longer than a couple of weeks on these questions.

[00:23:03] I love your, um, you know, connecting with another person is kind of the wrap up. And, just tying a bow on it. You know, what does this reflection allow you to do more of? How are you going to use your lessons in the coming year? Cause you're going to do it again next year. You don't have to worry.

[00:23:22] You'll get another chance at a certain point. We don't need to live in the past. We do just need to, and whatever comes up. And if you feel like, well, I don't think I'm getting deep enough. That's okay. That's right where you are. Yeah. That's whatever insights you're given, use that, move on. And maybe next year it'll feel deeper.

[00:23:38] I've had some years that feel really deep and I have other years that feel kind of surface. You know what, that's, that's where I am, or that's what's coming up and, and then we move on. Let's use it for, you know, the great things that lie ahead.

[00:23:52] Patricia Ortega: Yeah, and that's the beauty of it, right? Some people, it might be like, I'm going to take 20 minutes, look back at each month in my year.

[00:23:58] Boom, I'm done. [00:24:00] Let's move on with my other people are going to say, you know, this year has been really intense and let me, you know, let me go through and do a little bit more deeper reflection. So no matter how long your process takes, whether it's 20 minutes or 20 days, right now is a perfect time to get started because then you've got that time.

[00:24:15] Now before we wrap up today, I would love for you to give just a little bit of an insight into the exercise we're going to do on December 3rd, where you're showing us how to start to create a vision and how to set goals.

[00:24:29] Dale Wilsher: Yeah, the exercise is a classic life coaching exercise called the wheel of life. And I kind of customized the eight different areas.

[00:24:38] Typically, that's what you see in them. Some people will label them slightly differently, but it really helps to survey. All of your life to be able to set goals and not just either prioritize too much work or too much personal, it really gives you an opportunity to focus in. So there'll be categories like work and, and I say service, because for some of us who [00:25:00] do volunteer work, that's a lot of work, but we're not getting paid, but it's all in that category.

[00:25:04] Then there's your living spaces. There's your rest and recreation. There's your health and fitness. So we're going to go through and. As I mentioned, kind of with these, it's a point in time you will go through and score yourself on a scale of one to ten about your personal sense of satisfaction in that area.

[00:25:22] And I do this every single year. I don't look back at last year's. I just start fresh. Where, where am I? Because it is kind of interesting to see what has gone up. What has come down? What has changed? And and from there, then there's some coaching questions that will have you reflect on, you know, what are your top areas and what contributes to the fact that those air high satisfaction?

[00:25:43] What are the areas that are lower? And what would be? A 10 in those areas, you know, like really thinking about. And even if you just go up a notch or two, that starts to get us into specific actions that then we can include in our total goals for the year.

[00:25:59] Patricia Ortega: I [00:26:00] love that, and I'm looking at it right now. Can I tell you, I really appreciate that you brought in living environment.

[00:26:05] I don't know that I've seen that in others and this, it's big. It's, yeah, it's this year in particular, you know, I'm, I'm a very like, um. Kind of minimalist, I guess you could say. My husband's closet is just full, full of clothes. And I have like 10 shirts, 10 pairs, you know, like there's like a certain limit.

[00:26:26] And then I'm like, it's too much. It's too much. I need space. So for me, like even our house didn't have like a ton, right. And I wasn't as focused on it, but this year I started creating little spaces of like feeling versus look, like feeling of comfort. What is this space? Right. The kitchen feeling of community.

[00:26:43] Right. Um, and it has made a world of difference. There is a wonderful, I'm going to have to get her information. There's a wonderful coach. Um, she's not a coach, she's, um, gosh, she's a designer, but she designs landscape places specifically for conversation. Think. Think. [00:27:00] a garden that counseling can take place in.

[00:27:02] Oh, wow. Oh, it's amazing. And so to think of each individual spaces, what feeling do we want to have in this space and then create it around that. It's been interesting. And so I'm excited to, to go into that living environment, piece of the Wheel of Life that you have.

[00:27:19] Dale Wilsher: Yeah. And, and one thing to, um, kind of tag onto that, like you're saying, like, there are some seasons where you are totally into a category, you know?

[00:27:27] And like, I, I, a couple of years ago, my living environment was like nine and I was like, I I'm really content where I am. And then we moved and it went down to like a two or three. So. And then I have categories like community. You know, when I was knee deep in with all my daughters and, um, you know, I have a big network through, you know, my, my coaching clients and other, the speaking events that I do, I don't have a strong need for a lot of community.

[00:27:56] I'm also a D on the disc and we don't, we don't need a lot. [00:28:00] We just need some depth. So don't beat yourself up. If you feel that's why it's your, your personal level of satisfaction, you could be content with. Uh, little or a lot, but this is very personalized. It's what you feel about your level of fulfillment.

[00:28:14] So take it like nobody's looking.

[00:28:17] Patricia Ortega: Oh, I love that. You mentioned that because I have, um, I've done something similar across different contexts. It's a very, it's the core of it is a way of looking at your life. But one thing I noticed is that sometimes we can score ourselves based on societal expectations.

[00:28:36] Does my house look like home and gardens? No. So therefore it's a two, but are you comfortable? Like, so, so that's one thing to just remember is this is your sense of satisfaction, not your measure against the Joneses.

[00:28:46] Dale Wilsher: Yes.

[00:28:47] And just do it where you are today. And it will probably change throughout the year, but then we'll do it again.

[00:28:53] And, uh, every year it's, and my husband does one, and then we take, we take notes for each of [00:29:00] these categories and create goals, and that's so fun to get on the team of whoever's in your life to help them achieve their goals for the year.

[00:29:08] Patricia Ortega: I love that. Well, I look forward myself to kind of digging into this and then you and I, we're going to chat again on December 3rd.

[00:29:17] Listen, if you are joining us right now, grab the link. It's in the description. Fill out your wheel of life and then join us on December 3rd where Dale and I will come together and have this conversation with you. Any other words that you want to leave us with, Dale before we wrap up today?

[00:29:34] Dale Wilsher: Great things lie ahead, you know, I just always think no matter what your year has been, um, there has been purpose in it. Number one, there are lessons that you may have gleaned or are there going to be coming forward in the future, but just know that there is a great year ahead for you. So let's all design it together.

[00:29:53] Patricia Ortega: I love that. I love that. So grab your Wheel of Life handout in the description and we'll see [00:30:00] you in a couple of weeks. Until then, know that we love you, we're praying for you, we'll see you on the next one.

[00:30:06]



 

 

 

 

 

 

 

 

 

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