Advanced and Master Workbook - Step Into Balance

Remodel Your Reality: Step Into Balance
The Compass Guide To Life On Your Own Terms
Compass Monthly Action Plan (MAP)

Advanced/Master Level Workbook
© 2009- All Rights Reserved Compass Life and Business Designs, Inc.
Developed By: Kim Fulcher and Soni Pitts | Version: 06-01-09 5655 Silver Creek Valley Road, Suite 403, San Jose, CA 95138
Supported By: Becky Mason, Elyse Fulcher, Kris Knopp, Gwyneth Anne Freedman 866-341-8618 (phone) 408-686-0376 (fax)
www.mylifecompass.com #08-001
Compass Advanced and Master Client Workbook
Step Into Balance – See It!

Your First Group Call
Knowledge is nothing without action. At Compass, our commitment is giving you the right
information when you need it most. The coaching experience you are enrolled in is designed with
results in mind.
Utilizing the Compass Action System, based on the principles of Abundance Intelligence® the
coaching experience will get you to:
See It!
• See what you want

• See the opportunities right in front of you
• See the potential barriers so you can work through them
Own It!
• Own what is true for you

• Own your role in creating what you want
• Own your commitment to doing what you can do
Live It!
• Take consistent action and live the life you want

• Make daily choices that reinforce who you are and what you want
Be It!
• Show up doing what you CAN do

• Be the person you really are with greater and greater frequency
NOTE: This workbook contains material for both the Advanced and the Master Level group
sessions. The Master Level section has been indicated with green highlights and headings
to avoid confusion.
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www.mylifecompass.com
See It! Invest In Yourself

To take this topic, Step Into Balance, to the next level, we are giving you three Action Steps to focus
on. These Action Steps will inspire you to explore your ability to make authentic choices. You will see
where you are getting in your own way. Once we see something, then we can own it, and take action
to create what we want!
Action Step #1: Choose It Or Lose It

One of the key concepts in this MAP™ is that you, and only you, are responsible for choosing what you
do with your life. Granted, everyone has constraints on their choices – for example, if you have
children, you have to take care of them. But how you care for them and what that looks like in action
are up to you. You can choose to, say, do all the housework yourself or teach them to help.
The idea is to make the choices about how you live your life so that your actions align with your values
and priorities. Otherwise, you lose all of your time and energy – not to mention the things that are
most important to you – to overwork, burnout and frustration.
List any areas of your life where you consistently make choices that DO NOT support your own values
and priorities:
Why do you think you make these choices in these areas?
What have these choices cost you?
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List any areas of your life where you consistently make choices that DO support your own values and
priorities:
Why do you think you choose to act differently in these areas?
How have these choices benefited you?
What would be possible if you only made choices that supported your own values and priorities in the
first list of areas?
What would have to change for that to happen?
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Action Step #2: Invest vs. Spend and Waste

In everyday conversation, people tend to talk about “spending” or “wasting” their time and energy.
However, in the daily audios, Kim talks about investing your time and energy where they are most
important to you.
What does this distinction mean to you?
What has to change for you to be in a position to operate from a place of investing your time and
energy, rather than spending or wasting them?
What would you gain by making these changes?
What might you have to give up?
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Action Step #3: The Bigger Picture

Choosing to proactively invest your time and energy on what matters most to you will have profound
effects on your life – and the lives of others. Once you make these changes, you begin to clearly and
powerfully broadcast your values and priorities, and your commitment to making choices to support
them.
How might the following groups of people react to your choices?
Your family
Your colleagues, peers, superiors, and other business acquaintances
Your Friends
Your spiritual community
Your broader community (neighbors, groups you belong to, etc)
How might these groups of people benefit from your choices?
Your family
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Your Friends
What might these groups of people have to give up because of your choices?
Your family
Your Friends
Own It! Personalizing Your Strategy To Step Into Balance

Together, the Action Challenges represent a strategy to Step Into Balance. Answer the following
questions to develop the approach that is best for you.
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My Strategy:
What must you START doing to fit this strategy into your lifestyle?
What must you STOP doing to fit this strategy into your lifestyle?
WHY must you adopt this new strategy?
What will you lose if you don’t?
What will you gain when you do?
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Investment Fund
In Preparation For Your Master Group Coaching Session
Attention: Advanced Members

This section contains material for the Master Level Group Session exercise. Please feel free to
complete the worksheets or exercise on your own, if you wish. However, for maximum benefit, if you
have a Compass Coach in your area you may want to consider upgrading your membership to Master
Level, so you can access the extended Master Level Group Session that accompanies this basic
exercise. Ask your coach or representative about upgrading your membership today!
Virtual Master Level Sessions

If your coach offers virtual Master Level Sessions, the activities in this section may be altered to fit the
constraints of that session. Please contact your coach for instructions on how to proceed before you
begin the activities listed below.
Live It! Investment Fund

This tool is intended to be used in conjunction with a Compass coach and Compass Coaching
program. If details come to mind as you’re moving through the questions, feel free to jot them down.
Bring your results to your In Person group meeting for further insight and action.
Investment Fund Pre-Session Activity
A solid investment fund is managed carefully to provide a diversity of investment vehicles that
provide the maximum return while limiting losses. This is done by balancing investments against
each other, so that when some fall others will rise to cover the losses.
When you are making choices to invest your time and energy in alignment with your values and
priorities, it makes sense not to view these as individual choices, but to step back a bit and consider
your life as an investment fund.
For example, you may place a high priority on your career and make time and energy choices
accordingly. But what if something happens that makes pursuing your career no longer possible or
desirable? What else are you investing in that will balance that loss so that you are still living a fulfilled
and happy life?
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Answer the following questions, and bring this worksheet to your Master Level session.
Section 1
What are your top 3 priorities and top 3 values for each of the following areas?
Your home life
At work or in your career
Your relationships
Your spiritual or religious needs
Self-care and personal growth issues
Recreation and fun
Other (______________________________)
Section 2
Thinking of how you currently or are planning to allot your available investment of time and energy,
which of the areas above are strongly supported in your investment fund (i.e. you do or will be able to
allot sufficient time and energy to meet all three values and priorities consistently)? Which are
“underfunded?”
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Weakly
Life Area Strongly Supported
Supported
Your home life
At work or in your career
Your relationships
Your spiritual or religious needs
Self-care and personal growth issues
Recreation and fun
Other (______________________________)
** Please complete this PRIOR to attending your Master Session.
Investment Fund Master Session
Please bring your worksheet to your Master Session. Your coach will have further instructions for the
group Master session based on your answers.
Investment Fund Debriefing Session
• Have your feelings about your answers changed as a result of this exercise?
• How does the concept of viewing your life as a time and energy “investment fund” change
your approach to creating balance in your life?
• What actions steps or changes are you interested in pursuing as a result of this exercise?
• What support do you need to move forward on those goals?
Step Into Balance – Live It! Be It!

Your Second Group Coaching Call
Live It! Be It! What Is Balance?
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Check in with yourself. How are you feeling? Answer the following questions:
How has your understanding of balance changed during the course of this program?
How are you currently feeling about the level of balance in your life?
What are your biggest challenges around living in balance?
Action Step #1: The Playground Of Life

Balance is dynamic. What it means to be balanced can shift from one point in time to the next.
Examining how you deal with the shifting nature of balance can offer useful insight into how to
maximize your approach for best results.
Imagine your life as a playground. Which of the following descriptions fits your approach to balance
best?
Seesaw: Your attention tends to shift back and forth between a few specific areas, and you tend to
focus heavily on one area at a time.
Merry-go-round: Various areas of your life come into focus and get your attention in a regular cycle,
maintaining a more or less even “flow.”
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Climbing Gym: You work your way through life giving attention to whatever happens to come up
next.
Multi-Play Area: You choose what you want to focus on based on what’s most interesting to you at
the moment.
Sports Field: You tend to focus on what your family or peer group is focusing on.
My approach to creating balance most resembles:
How do you feel about your chosen approach to balance?
How is your chosen approach working for you?
Which of the other approaches to balance interest or intrigue you?
Action Step #2: Role Models

Having a list of role models who inspire you is a great way to get and stay on track when you’re
making big life changes. Anytime you get stuck, you can just ask yourself, “What would my role
models do?”
Name 3 role models (real or fictional) who can be your inspiration for creating a balanced life that
aligns with your values and priorities. Under each name, list the attributes, choices or other actions
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they exhibit in the area of life balance that inspire you. Then list the attributes you share in common
with your role models, and those you don’t currently have, but hope to gain for yourself.
1.
Role Model Attributes:
Attributes I share:
Attributes I hope to gain:
2.
Attributes I share:
3.
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Attributes I share:
How can you use your answers to increase your results from participating in this MAP™?
Action Step #3: Teaching Balance

Living in balance is easier (and more fun!) when those around you are doing it, too. And one of the
best ways to really become something yourself is to teach it to others. Doing this not only helps
others, but creates expectations and accountability for yourself, as well. You can do this directly, by
sharing what you’ve learned, or indirectly, by being a role model for others.
Make a list of those with whom it is important for you to share the new concepts, skills and strategies
that you’ve learned for living in balance:
What can you do to share what you’ve learned with those most important to you?
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Directly:
Indirectly:
How would doing this help you maintain your own commitment to living in balance?
What would change for you if everyone around you (friends, family, colleagues, etc) were living in
balance and in alignment with their own values and priorities?
What would be possible for you (and them) if this were true?
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Celebrate Your Success!

Balance isn’t something you do. It is a never-ending, and limitless, act of being. By participating in this
MAP™, you are inviting this state of being into your life. Once you have mastered the concepts and
applied the strategy of intentionally choosing to focus on what matters most to you, the
opportunities, joy and passion your life will expand to fill the horizons of what you can dream. I
challenge you to fully explore the possibilities of this evolution of self.
Congratulations! You are well on your way to creating the energy, time and balance
you need to live the life of your dreams!
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About The Expert

Life and business coaching expert, Kim Fulcher, is an entrepreneur, executive, author, speaker, and
professional coach. She has attained national recognition as an expert in personal and professional
development.
Kim is a highly sought after speaker and media personality. She is a frequent guest of television and
radio, and her expert advice has been featured in magazines such as Time, Fitness, Family Circle,
Seventeen, and First for Women. Kim speaks to organizations around the world on subjects ranging
from self-mastery and leadership to life balance. She is the author of Remodel Your Reality; Seven
Steps to Rebalance Your Life and Reclaim Your Passion, along with dozens of eBooks and advice
columns.
Her professional experience includes the founding of SkillsVillage, a human capital management
software company, which was acquired for nearly $40 million dollars; and management of a $60
million Silicon Valley consulting firm. In addition, Kim has held positions as a board member and
advisor for numerous coaching organizations, including The Silicon Valley Coach Federation and
Coachville.com.
About Abundance Intelligence®
Abundance Intelligence®, created by Kim George, is the common language for everything we do at
Compass. Abundance Intelligence® is a system for helping people break through the illusions that
hold them back so they can be who they are and do what they can do, using the Compass Action
System, based on the principles of Abundance Intelligence®: See It! Own It! Live It! and Be It!
To learn more about these concepts, or for more information about Abundance Intelligence®, visit
www.CoachingIntoGreatness.com.
©2008, The Abundance Intelligence Institute™. Licensed for use by Compass Life and Business
Designs, Inc.
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Remodel Your Reality: Step Into Balance

The Compass Guide To Life On Your Own Terms

Compass Monthly Action Plan (MAP)

Step Into Balance – See It!

• See what you want

• Own what is true for you

• Take consistent action and live the life you want

• Show up doing what you CAN do

See It! Invest In Yourself

Action Step #1: Choose It Or Lose It

Why do you think you make these choices in these areas?

What have these choices cost you?

Why do you think you choose to act differently in these areas?

How have these choices benefited you?

What would have to change for that to happen?

Action Step #2: Invest vs. Spend and Waste

What does this distinction mean to you?

What would you gain by making these changes?

What might you have to give up?

Action Step #3: The Bigger Picture

How might the following groups of people react to your choices?

Your colleagues, peers, superiors, and other business acquaintances

Your spiritual community

Your broader community (neighbors, groups you belong to, etc)

How might these groups of people benefit from your choices?

Your colleagues, peers, superiors, and other business acquaintances

Your spiritual community

Your broader community (neighbors, groups you belong to, etc)

Your colleagues, peers, superiors, and other business acquaintances

Your spiritual community

Your broader community (neighbors, groups you belong to, etc)

Own It! Personalizing Your Strategy To Step Into Balance

WHY must you adopt this new strategy?

What will you lose if you don’t?

What will you gain when you do?

Attention: Advanced Members

Virtual Master Level Sessions

Live It! Investment Fund

Investment Fund Pre-Session Activity

Your home life

At work or in your career

Your spiritual or religious needs

Self-care and personal growth issues

Recreation and fun

** Please complete this PRIOR to attending your Master Session.

Investment Fund Master Session

Investment Fund Debriefing Session

• What support do you need to move forward on those goals?

Step Into Balance – Live It! Be It!

Live It! Be It! What Is Balance?

What are your biggest challenges around living in balance?

Action Step #1: The Playground Of Life

My approach to creating balance most resembles:

How do you feel about your chosen approach to balance?

How is your chosen approach working for you?

Which of the other approaches to balance interest or intrigue you?

Action Step #2: Role Models

Role Model Attributes:

Attributes I hope to gain:

Role Model Attributes:

Attributes I hope to gain:

Role Model Attributes:

Attributes I hope to gain: