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Building your Personal Master Plan for 2023+

December 5, 2022

Poten­tial­ly the most impact­ful 90 min­utes you can spend.

In a pre­vi­ous newslet­ter, we talked about our annu­al retreat when we did an exer­cise (from Chap­ter 17 from Your Oxy­gen Mask First, Plan, Plan and Plan, Again) to reflect on 2022, and update our Mas­ter Plans around what’s most impor­tant to us in Work, Self and Life.

Time is finite, so plan­ning and re-plan­ning are two of leadership’s most fun­da­men­tal and under-uti­lized skills. You need to know exact­ly where to invest your hours and ener­gy to get the results you actu­al­ly want. To know what oppor­tu­ni­ties to focus on, now, and what to let go or mark for the future. With­out a plan, it’s far too easy to get dis­tract­ed and focus on too many things at once, spread­ing your efforts thin and achiev­ing less.

Just 90 Minutes

In our plan­ning ses­sion, my team and I walked through the very impact­ful Mas­ter Plan exer­cise in just over an hour. Recent­ly, one of our clients want­ed a sim­i­lar expe­ri­ence for their CEO forum, so I record­ed a video for them — to just press stop and start as they went through it — and they could have the same expe­ri­ence with­out me or my team being in the room.

Here’s the video to walk you or your team through the exer­cise. It will guide you to do a reflec­tion of the past year and then draft your Mas­ter Plan for the rest of your life and, specif­i­cal­ly, your goals for next year. Here’s the tem­plate in Excel and PDF formats.

Doing this exer­cise with some­body else makes it much more impact­ful. We encour­age you to sched­ule 90 min­utes in your cal­en­dar, with your part­ner in life — or your part­ner and team in busi­ness — to com­plete your Mas­ter Plan before the end of the year.

The Chal­lenge

Addi­tion­al Resources

  • The Mas­ter Plan tem­plate in Excel and PDF
  • The Mas­ter Plan walk-through video.

Addi­tion­al Blogs


Lawrence & Co’s work focus­es on sus­tain­able and enhanced growth for you and your busi­ness. Our diverse and expe­ri­enced group of advi­sors can help your lead­ers and exec­u­tive teams stay com­pet­i­tive through the use of var­i­ous learn­ing tools includ­ing work­shops, webi­na­rs, exec­u­tive retreats, or one-to-one coaching.

We help high-achiev­ing lead­ers to have it all – a great busi­ness and a reward­ing life. Con­tact us for sim­ple and impact­ful advice. No BS. No fluff.


Lawrence & Co’s work focuses on sustainable and enhanced growth for you and your business. Our diverse and experienced group of advisors can help your leaders and executive teams stay competitive through the use of various learning tools including workshops, webinars, executive retreats, or one-to-one coaching.

We help high-achieving leaders to have it all – a great business and a rewarding life. Contact us for simple and impactful advice. No BS. No fluff.