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Why did we build this template?

  • We want to have clarity over the important areas of our lives that we continuously want to grow in and build up our competency.

  • We want to easily find ideas, plans, documents, research, etc. that help us achieve excellence in each area of our lives.

  • We want to ensure our daily actions are conducted in accordance with our values and principles.

  • We want to be able to easily share our knowledge and best practices with people we care about so that they can achieve similar outcomes that we have.

What does it do?

  • Stores all our areas, values, and sub-areas (masters and trackers)

  • A central place where all our databases can relate into (success plan, knowledge hub, quarterly review)

  • Gives thoughtful reminders for consistent review

How does it work?


  • Type = Areas, Values, Sub-Areas.

  • Summary = What each entry means to you.

  • Review Freq. = Determine how often do you want to be reminded.

  • In Progress = Indicate if you are currently working on the area.

Special Properties

  • Focused in Q... = Relation to Quarterly Review.

  • Success Plan = Relation to Success Plan (Goals).

  • Area / Value = Self-relation to itself.

  • Sub-Area = Self-relation to itself.

  • Skills & Talents = Relation to Skills and Talents.

  • Tasks = Relation to Success Plan (Tasks).

  • Research = Relation to Knowledge Hub.

  • Recurring Workflows = Relation to Recurring Workflows.

Calculation Properties

  • Review Every = Translate the review freq multi-select to a number of days.

  • Review? = Calculates the difference between review freq and the last modified.

  • Special Events = Formula that communicates when it's time to review.

Recommended Views

  • Gallery (Useful for Areas and Values to see them visually).

  • List View (Useful for sub-areas to see a list of masters and trackers).

What are Areas?

If you died tomorrow, and someone stopped by your funeral and asked: "What was this person known for?" - what do you want your family and friends to say?

Your areas should answer the big WHY behind any action you take. They are indefinite parts of your life (eg. you can never be 100% done with health or knowledge), and act as motivators for you to continuously work on anything downstream.

When you think about areas, ask yourself. What are the areas that...

  1. Define your life?

  2. You would pursue passionately?

  3. You would spend a lifetime pursuing excellence?

What are Values?

There are many ways to solve a problem. The values you hold determine the way that you will go about taking action to achieve an outcome. It is important for you to define your values so that you are able to track when you have been living up to your principles, and also determine the values you'd like to improve in.

Just like Areas, these are indefinite parts of your life, and you will attempt to live by them day after day. To help you find your core values, we've included an exercise from CMU (Carnegie Mellon University) within our template.

What are Sub-areas?

Sub-Areas are meant to help you store relevant information that helps you build each area of competence. The intention is to ensure you are building detailed documentation to repeat your success or share the process with others.

We break these down into two sub-types.


The best practices and standard operating procedures of a specific workflow or knowledge document that relates to the area you are building competency in.

Think of these documents as the fundamental building blocks of knowledge that will help anybody (including yourself) understand how to succeed in that area.


  • If you had an Area of Health, consider a Masters for Nutritional Guidance

  • If you had an Area of Knowledge, consider a Masters on Learning How To Learn

  • If you had an Area of Career, consider a Masters on How To Create A Resume


Databases that help you track your progress in achieving excellence in the related area of competence.


  • If you had an Area of Finances, consider a tracker for Finance Tracking (budgeting, monthly spending, etc.)

  • If you had an Area of Family, consider a tracker for My Network (personal CRM)

  • If you had an Area of Knowledge, consider a tracker for Skills & Talents

Fast Track Your Mastery

Learn the principles behind our systems with our 4-week boot camp designed to help you go from zero to hero with being intentional and gamifying your life.

If you'd like a personalized approach, we offer 1-on-1 support with setting up your system from scratch and customization of your system to fit your unique life.

If you'd have any thoughts or feedback to improve this article, please enter your contributions via the chatbot on the bottom right of the screen.

Thank you for helping our family level up!

Motivational Art GIF by Chibird
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