Get your FREE, comprehensive, fully editable Personal, Business & Lifestyle assessment and planning toolkit. Find information below on the recommended steps and what has been included – Click on the button (link) below, complete the form and we will send you the Personal/ Business/ Lifestyle Toolkit FREE of charge.
*An honest, accurate & dedicated approach will help us realize our true desires; along with strategies for successful decision making & implementation ~ Live Your Dream!
Passion. Discipline. Method
Scenario Analysis/ Personal Planning & Implementation – Various tools
Business Analysis – Including considerations for scenarios, roles, responsibilities & tasks
Detailed Social & Economic Analysis
Financial Planning, Analysis & Math Tools
Legal Frameworks & Guidelines – *Please consult a legal advisor in your region to ensure compliance
Lifestyle Review – Particularly for major lifestyle changes, such as moving to another city/ state/ province or immigration etc.
Performance Recording/ Monitoring/ Analysis
Tools for Critical Thinking & Complex Decision-Making
Educational Enhancement/ Intellectual Stimulation
FREE for your use or sharing with others
Available in .pdf format for easy digital or print review
Templates are available in Excel format for individual research, analysis & implementation
Templates can be amended for personal preference
Our templates will be updated with improvements, as and when required
Relevant “sample data” is provided in certain templates (e.g. Socio-Economic Analysis) – *Updated every 2-5 years and/or as per significant data updates to ensure the latest information for accurate analysis
Newsletters will be provided to subscribers for notification of any updates
Please feel free to provide your feedback to help us improve resources provided for your and others benefit
*Available Tools: Detailed information (or sample data) is available within the FREE Personal/ Business/ Lifestyle (PBL) Toolkit. Included are ‘editable’ templates for your own research, analysis and decision making. *Quality Information: When using any template, the information required for successful decision making is only as good as the quality of the information selected through your research – Poorly selected information or bias of any nature will negatively effect your analysis, decision making and most likely your chosen path in life. *Reputable Information Sources: It is essential that as much credible, high quality information (facts) are obtained from reputable sources (only). ALL credible facts (perceived as ‘good’ or ‘bad’) are to be taken into account to ensure transparency, accurate analysis and decision making for the best possible results. *Opinion Polls: Where ‘opinion’ based information, such as opinion polls and the like, is being used; a big sample pool with strong controls should only be considered. Ideally this information should come from reputable ‘research expects’ such as credible universities or research and development organizations. For further surety on the quality of the information, scrutinize the guidelines as to how the information was gathered and what controls were implemented for the results presented. *References: For each data set selected for your research and analysis; reference the source of the information and include all links (wherever possible) for cross-referencing.
Don’t fool yourself with poor quality information & bias!
The recommended steps below are essential and work in conjunction with the free toolkit provided.