Vision Exercise

from Integrity Marketing Solutions

Exercise in Creating a Vision

!
!
!

Clear Your Mind There are no financial constraints, no expectations to meet, no mortgage to pay, no
payroll, no thats the way weve always done it, no limits
Its time to imagine your Ideal Practice:
It is five years from today and you have, marvelously enough, created your most desirable, Ideal
Practice. Describe it here as if you were able to see it, realistically, around you.

Consider These Questions:

1. Where is your office located? How is appointed?
2. Who are your staff members and what are they doing?
3. How is your day organized? What time do you arrive, how many meetings are scheduled, what time do
you leave, and how many days per week are you there?
4. What do you DO? What do you DELEGATE?
5. Do you have a partner(s), or an associate(s)?
6. Who are your clients? Why do you enjoy working with them? How do you help them?
7. Who are your referral sources? What do you like about working with them?

My Ideal Practice:
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________

______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
Now what are the major differences between this Ideal Practice and
the practice you have today? What will have to change in order for you
to achieve this Ideal?
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________

______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________

FAX to 1-800-486-9637
Name: ________________________________________________