Structured Goal

Setting
Information package

Berlin; January, 9th 2021

Contents Page

A. Structured Goal Setting process 3

B. Next steps 10

C. Appendix 13

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© Kevin Jon Goal planner.pptx 2

A. Structured Goal Setting
process
1 Gaze deeply into the crystal ball – What do you need to
achieve in the next 10 years in order to be satisfied with yourself? Deliverables – What do you get
from this?

2
List of goals and action plans for your goals
Make it more concrete – Think about 3 different action plans in
order to achieve what you want to achieve

3 Choose the best options – Pick at least 3 things you want to

achieve in the next 3 years and one action plan each

Time-table on how to chase your goals

4 Actionability-CHECK – Are the action plans for the things you

want to achieve actionable enough?

5 Draw it up – Draw up your action plans for the next 3 years in a

timetable that will help guide your life from now on

Source: www.thekevinjon.com Goal planner.pptx 4

 1 Gaze deeply into the crystal ball

Gaze into the crystal ball Take notes here…

> Close your eyes and imagine yourself 10

years from now
> Examples to imagine: Where will you live,
what will you do, who will you spend time
with, etc.

> Now, try to focus your imagination on

your career and your achievements
> Important question: What do you have to
achieve in order to be happy 10 years
from now?

> List at least 5 things you need to achieve in

the next 10 years to be satisfied with yourself
> Example achievements: Live in USA for 2
years, work at a large bank, build 2 passive
income streams, build social media following

Source: www.thekevinjon.com Goal planner.pptx 5

 2 Make it more concrete
Your achievements
1.
List your achievements
(the things you want to
achieve within the next 10
years)
2.
Brainstorm 3 different
action plans for each
achievement by asking
the question: What could
be action steps in order to
reach my "achievements"
Source: www.thekevinjon.com
Example:
1. Score a job in investment
banking
2. Live in Asia for 2-3 years
3. Build up a passive income
stream
4. Gain a considerable following
on social media
5. Build a social startup
6. –
Action plans: How to reach the achievements? Actionability-CHECK
> Do investment banking at a leading investment bank in Germany
> Do investment banking at a smaller investment bank abroad
> Join industries related to classical IB, e.g. private equity
> Work in Asia at an investment bank
> Work in Asia as something totally different, e.g. English teacher
> Do not work in Asia, earn money online
> Build a nice website
> Start an online forum about cars and earn off advertising
> Start a dropshipping business for gym hoodies
> Post pictures on Instagram about cute animals
> Start blogging about snowboarding
> Start a podcast on how to live vegan
> Try to tackle the problem of global warming with solar energy
> Join your friend's startup trying to clean the oceans
> Protect wildlife with innovative poacher detection solutions
> -
> -
> -
Goal planner.pptx 6
 3 Choose the best options
Your achievements
3.
Choose at least 3
achievements you want to
achieve within the next 3
years (you will surprised
that many of your 10 year
goals can be achieved in
3 years only). Draw a
circle around them. Put
the other "achievements"
on a mental "waiting list"
4.
Choose one action plan
for each "achievement".
Ask yourself which action
plan is the easiest and
most likely to succeed
Source: www.thekevinjon.com
Example:
1. Score a job in investment
banking
2. Live in Asia for 2-3 years
3. Build up a passive income
stream
4. Gain a considerable following
on social media
5. Build a social startup
6. –
Action plans: How to reach the achievements? Actionability-CHECK
> Do investment banking at a leading investment bank in Germany
> Do investment banking at a smaller investment bank abroad
> Join industries related to classical IB, e.g. private equity
> Work in Asia at an investment bank
> Work in Asia as something totally different, e.g. English teacher
> Do not work in Asia, earn money online
> Build a nice website
> Start an online forum about cars and earn off advertising
> Start a dropshipping business for gym hoodies
> Post pictures on Instagram about cute animals
> Start blogging about snowboarding
> Start a podcast on how to live vegan
> Try to tackle the problem of global warming with solar energy
> Join your friend's startup trying to clean the oceans
> Protect wildlife with innovative poacher detection solutions
> -
> -
> -
Goal planner.pptx 7
 4 Make it more concrete
Your achievements
5.
Do the Actionability-
CHECK and ask yourself
whether your action plans
are actionable enough:
Can you break down your
action plans into multiple
steps that will lead to
attainment of the desired
achievements?
6.
Have your action plans
been concrete and
actionable enough?
If not, re-write them after
doing some 5-10 min
Google research
Source: www.thekevinjon.com
Example:
1. Score a job in investment
banking
2. Live in Asia for 2-3 years
3. Build up a passive income
stream
4. Gain a considerable following
on social media
5. Build a social startup
6. –
Action plans: How to reach the achievements? Actionability-CHECK
> Do investment banking at a leading investment bank in Germany
> Do investment banking at a smaller investment bank abroad
> Join industries related to classical IB, e.g. private equity
> Work in Asia at an investment bank Very actionable already
> Work in Asia as something totally different, e.g. English teacher Next steps: Check common jobs
> Do not work in Asia, earn money online for foreigners in Asia, prepare
applications, apply, await results
> Build a nice website What niche exactly? Maybe
> Start an online forum about cars and earn off advertising swimming pool heating devices.
> Start a dropshipping
Re-write to "Build business for gymand
a niche website hoodies
earn off affiliate links" How will this website generate
revenues? Maybe affiliate links.
> Post pictures on Instagram about cute animals Very actionable already
> Start blogging about snowboarding
> Start a podcast on how to live vegan
Next steps: Research blogging
services, start blog, write a post
> Try to tackle the problem of global warming with solar energy Very actionable already
> Join your friend's startup trying to clean the oceans Next steps: Contact friend, ask
> Protect wildlife with innovative poacher detection solutions for cooperation options
> -
> -
> -
Goal planner.pptx 8
 5 Draw it up

Example:

Year 1 Year 2 Year 3

Action plans Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
7.
List your "action plan" Live in Asia:
items vertically; Work as an
English teacher
Decide when you want to
start and end each item;
Be clever when combining Build passive
the items, e.g. after having income: Niche
lived in Asia for two years website with
affiliate links
you come back and build
a social startup at home;
Take into consideration Gain social
your current job, place of media following:
Start a blog
living, etc. and how you about snow-
are going to transition; boarding
Feel free to add more
annotations;
Build social
Lastly, be realistic startup: Join
friend's clean
ocean startup

Source: www.thekevinjon.com Goal planner.pptx 9

B. Next steps
Your final Structured Goal Setting sheets What's next?

1 Each of the "action plan" items needs more details

for you to be able to perform at 100%
e.g. what are milestones, weekly goals, next
tasks, etc.

2 Use one separate notebook for each "action plan"

item
e.g. physical notebooks, apps such as
Evernote, etc.

3 List concrete milestones for each "action plan" item

in your notebook,
e.g. have visa permission for Asia until 1st of August

4 List concrete tasks for each "action plan" item in

your notebook in order to reach milestones,
e.g. take visa pictures, send visa application, etc.

Source: www.thekevinjon.com Goal planner.pptx 11

Your "action plan" item is just the tip
of the iceberg
Action plan

Each "action plan" item requires

further detailing – make sure to
plan milestones, weekly
goals, etc.
Define clear date and
> Milestones
time for each task in
> Weekly goals
the calendar. This
> Tasks – fixed in calendar
guarantees it
> Others: Memos, resources,
gets done!
checklists, contacts, etc.

Source: www.thekevinjon.com Goal planner.pptx 12

C. Appendix
 Example:

Bonus:
Print your "Masterplan:
Goals & Action Plans" and
your "Masterplan:
Timeline" sheets (please
find on the following two
slides), fill them out, stick
them to your wall/desk
and remain focused on
what really matters – your
personal masterplan!

Source: www.thekevinjon.com Goal planner.pptx 14

Masterplan: Goals & Action Plans
Your achievements Action plans: How to reach the achievements? Actionability-CHECK

1. >
>
>

2. >
>
>

3. >
>
>

4. >
>
>

5. >
>
>

6. >
>
>
Source: www.thekevinjon.com Goal planner.pptx 15
Masterplan: Timeline
Year 1 Year 2 Year 3
Action plans Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

Source: www.thekevinjon.com Goal planner.pptx 16

Watch my video “The Boring
Path to $1 Million Net Worth
Before 35”:
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