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Quarterly Life Audit: develop a personal mission statement, identify your core values goals and commitments, determine your time constraints for each, reflect and iterate.

Burnout Prevention Checklist

This list is curated to help you get started thinking of ways to implement burnout prevention or identify what you are actively working on. You can edit this list to fit your needs.

  • Implement clear boundaries between work and personal life

  • Set specific work hours and stick to them

    • Use separate devices or accounts for work and personal use
  • Practice daily mindfulness or meditation

  • Regularly communicate workload concerns with supervisor

    • Schedule regular check-ins to discuss workload and priorities
    • Learn to say "no" or negotiate deadlines when necessary
  • Engage in physical exercise 3 times a week

  • Take all allotted vacation days

  • Foster a supportive work environment and personal network

    • Initiate or join peer support groups within your organization
    • Advocate for mental health resources and policies in your workplace
    • Build relationships with people who understand and support your career goals
    • Join professional associations or networking groups for peer support
  • Redesign your job

    • Work with your manager to align your tasks with your strengths and interests
    • Identify and delegate tasks that drain your energy
  • Seek opportunities for professional development

    • Attend workshops or conferences to learn new skills and stay motivated
    • Pursue mentorship opportunities within or outside your organization
  • Establish a "shutdown ritual" for transitioning from work to personal time

    • Create a specific routine to signal the end of the workday
    • Use this time to plan for the next day and tie up loose ends
  • Cultivate meaningful non-work activities and relationships

    • Invest time in hobbies, volunteering, or learning new skills
    • Nurture relationships with family and friends outside of work
  • Improve time management and prioritization skills

    • Use techniques like the Eisenhower Matrix to prioritize tasks
    • Break large projects into smaller, manageable tasks
  • Implement a "work-life integration" approach

    • Instead of strict separation, find ways to blend work and personal life harmoniously
    • Example: If you need to work late, take an extended lunch break to spend time with family
  • Practice setting and communicating personal boundaries

    • Learn to communicate your limits clearly to colleagues, friends, and family
    • Respectfully decline commitments that don't align with your priorities or values
  • Implement a regular "life audit"

    • Periodically reassess your commitments, goals, and time allocation
    • Make adjustments to align your actions with your values and priorities
  • Develop a personal mission statement and values

    • Clarify your personal and professional goals
    • Use this as a guide for making decisions and setting priorities
  • Practice digital detox regularly

    • Set specific times to disconnect from all digital devices
    • Create tech-free zones in your home, like the bedroom or dining area

πŸŽ–οΈ Goals and Commitments

For each goal, you will identify 5 things:

  1. Area of life [e.g., Career, Health, Relationships]
  2. Description of goal
  3. Priority (⭐️⭐️⭐️⭐️⭐️ 1-5 stars, 5 being highest)
  4. Estimated Time Required (hours/week)
  5. Level of Flexibility (Flexible, Inflexible)

fill out the following:

Goal 1️⃣

  • Area:
  • Description:
  • Priority:
  • Estimated Time Required:
  • Flexibility:

Goal 2️⃣

  • Area:
  • Description:
  • Priority:
  • Estimated Time Required:
  • Flexibility:

Goal 3️⃣

  • Area:
  • Description:
  • Priority:
  • Estimated Time Required:
  • Flexibility:

[Add more goals as needed]

⏰ Time Allocation

Track your time for a week and categorize your activities. Then, reflect on how your time allocation aligns with your goals and values.

[Reflection on time allocation]

🍴 Pick it Apart

βœ… Objective

  • What is the main goal or purpose of this task?
  • Why is this task important to accomplish?

🌱 Value/Growth Intention

  • What benefit or positive outcome will result from completing this task?
  • How will this contribute to personal growth or development?

✨ Desired Outcome

  • What specific result or accomplishment do you hope to achieve?
  • What steps will you take to reach this outcome?

🌐 Identify Resources Needed

  • Create a list of things you will need in order to accomplish the identified goal (this can include people as a support or resource, time, tangible or intangible)

πŸšͺ Potential obstacles/challenges

  • Gut Check: Identify any excuses or fears that come to mind
  • Cause of Fears: Why does this fear exist?
  • Life "Life-ing": What tangible or conceptual obstacles can you anticipate?
  • Burnout Check-In: What are ways that you will prevent burnout (see Burnout Prevention List)

πŸ‹πŸΎ Motivation

  • What is stopping you from overcoming the fears? Are you getting in your own way?

πŸ‘©πŸ½β€πŸ’» Dismantling Action to Prioritize Goal and Not the Fear

  • How can you prioritize this goal? What will you do to stop making excuses or asking for permission to achieve this goal?
  • What do you need to do to make this happen

πŸ“† Follow-up deadline(s)

  • Identify dates within your quarterly audit timeframe in which you want to come back to this
  • What is the deadline (if applicable)
  • How many dates do you need before your deadline?

Personal Mission Statement

[You will write your personal mission statement here.If it has changed since last you made this document, update it. Remember, your core values may evolve over time as you grow and have new experiences. It's beneficial to revisit this exercise periodically to ensure your identified values still resonate with you.]

Core Values

Core values are the fundamental beliefs that guide your behavior and decision-making. They are the principles you hold most dear and can serve as a compass for your life and career choices.

Instructions:

  1. Review the list of 75 core values below.
  2. Mark the values that resonate with you most strongly.
  3. From your marked values, select 5-7 that you consider absolutely essential to who you are.
  4. List your chosen 5-7 core values in the space provided after the table.
  5. Reflect on how these values align with your personal mission statement and goals.

Reflection Questions:

  1. Why are these values important to you?
  2. How do these values influence your daily decisions and behaviors?
  3. Can you recall a time when you had to stand up for one of these values? How did it feel?
  4. Are there any values you'd like to embody more in your life? How might you do that?
  5. How do your core values align with your current job, relationships, and lifestyle choices?

Remember, there are no "right" or "wrong" values. The most important thing is that your chosen values genuinely reflect what matters most to you.

Accountability Creativity Honesty Optimism Tradition
Achievement Curiosity Humor Order Transparency
Adventure Determination Independence Passion Trust
Altruism Discipline Innovation Patience Unity
Ambition Diversity Integrity Patriotism Variety
Authenticity Efficiency Intelligence Peace Vision
Balance Empathy Justice Perseverance Vitality
Beauty Equality Kindness Power Wealth
Belonging Excellence Knowledge Practicality Wellbeing
Bravery Fairness Leadership Precision Wisdom
Calmness Faith Learning Professionalism Wonder
Caution Family Legacy Progress Zeal
Challenge Fitness Liberty Purpose
Charity Flexibility Love Quality
Collaboration Freedom Loyalty Recognition
Commitment Friendship Mindfulness Reliability
Community Fun Modesty Resilience
Compassion Generosity Motivation Respect
Competence Grace Nature Responsibility
Confidence Growth Openness Security

My Core Values:

  1. [Selected Value 1]
  2. [Selected Value 2]
  3. [Selected Value 3]
  4. [Selected Value 4]
  5. [Selected Value 5]
  6. [Optional: Selected Value 6]
  7. [Optional: Selected Value 7]

Reflection and Action Planning

πŸ† Key Achievements

  • What have you accomplished since your last audit?
  • Can you quantify the achievement or impact?

πŸͺ¨ Challenges Faced

  • What obstacles did you encounter?
  • How did you overcome them?

πŸ“š Lessons Learned

  • What insights have you gained?
  • What value or growth did you get from your learnings?

βš™οΈ Necessary Adjustments

  • Do any of your goals need to change? How? Why?
  • Have your values and priorities changed since your last audit? How? Why?
  • What changes do you need to make to align with your values and priorities?

πŸš€ Action Plan

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