Make the SHIFT Worksheets
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If you are using the S.H.I.F.T. Model™ you are ready to make a shift in your life! These worksheets were designed to offer a process of thinking about the steps to shift. They are presented in order and should be filled in entirely.
Don’t own Make the SHIFT: The Proven Five-Step Plan to Success for Corporate Teams? You can still benefit from the worksheets — but to be really productive, make the SHIFT and buy the book here now!
What’s in the Worksheets?
- Worksheet 1: Specify Your Outcome
The first step is to be clear about what you want — and what you don’t want. Have both quantitative and qualitative goals. Be sure the team is in agreement about how you describe the desired outcome.
- Worksheets 2 & 3: Identify & Categorize Obstacles
Many teams want to skip this step — “We know what our problems are, why hash through them again” is the common refrain. But there may be nothing more powerful than having an objective way to capture obstacles and then categorize them so you know what you can — and what you can’t — address.
- Worksheets 4 & 5: Identify & Categorize Stakeholders
Your stakeholders can make or break your shift. Who are they? What stake do they have? Make sure you don’t overlook anyone who could help — or hamper — your progress.
- Worksheets 6 & 7: Define Criteria & Identify Solutions
Brainstorming is a key part of the process. What alternatives do we have that overcome our obstacles, get us on the path to our desired outcome and involve our stakeholders? Once we identify the possible alternatives — we need a way to choose amongst them. Capture the criteria you will use for decision-making along with the options you have to meet your desired outcome.
- Worksheet 8: Breaking Down the Details
Have a clear, step-by-step, organized plan! This is often an overlooked step and then teams are frustrated because they don’t get where they want to go. Break it down!
- Worksheet 9: Presenting With Confidence
If you have to present your option to someone (your stakeholders maybe?) or present any information — use this template to help you prepare!