This is the concept I use to develop leaders and mentor in the modern age. This approach allows you to evaluate your career path and begin to take an inventory and develop short term goals. If you need a Goal Tracking template, feel free to use the one I have developed: https://jmarcellus.com/wp-content/uploads/2017/09/Goal-Tracker.xlsx

1. Holistic
Personal
Development
DEVELOPED BY:
JOHN MARCELLUS

2. Background
 Over the span of my career I have been blessed with several great
mentors. Some of my mentors shared with me how to relate and
communicate proactively with people even though by default I am an
introvert. Others have pushed me to look at decisions from a logical point
of view instead of being in the moment. Some of my mentors taught me
about how to predict the patterns of change and growth in organizations. I
have used this knowledge and guidance to help others over the years as
best as I can with the tools that I had at that time. Like any good
tradesperson I have continued to refine my product and processes and
wanted to share my work in progress concept of how I mentor those who
ask. I am a firm believer in investing in others and value transparency and
honesty with this process.

3. Overall Concept
 Career/Life Planning Solution that would allow you to see how to change
your career and track progression
 Find a path to start an IT Infrastructure career Track
 Examples
 No Experience to Helpdesk
 Helpdesk to Sysadmin
 Sysadmin to Architect
 Sysadmin to IT Management

4. Overall Concept Cont.
 In-Person Platform to develop/coach in the following Areas
 Personality Testing so the person can first understand themselves
 Develop a personal development plan based on the persons experience and
aptitude towards what they want to go to
 Intellectual Intelligence Growth by tracking certification development and Technical
Training Tracks
 Emotional Intelligence Growth by tracking training and in person reviews of EQ.
 Bi Monthly Meetings to review personal goals

5. Overall Concept Cont.
 Work with people who are looking for something more from their career
to help them understand what could be potential next steps
 For Mentoring we review the following
 Review Career Path
 Develop Short Term and Long Term Goals
 Leadership Coaching
 Work together to Build and Review Resume
 Work together to Build a LinkedIn Profile for networking

6. Mentoring Concept
 Layout your Goals Roadmap for the following
 3 Month, 6 Months
 In the beginning you will be updating this document quite frequently
 After year one you will be coming back each quarter to ensure that you are
tracking with your own expectations
 This is a living document, which means it is meant to hold your
information as you move forward

7. Process – The Beginning
1. Month 1-3
1. Self Inventory
1. Identify your passion, attitude, and aptitude
2. Identify areas for improvements in these 3 areas
2. Relationship Inventory
1. Identify who you are connected to and how
2. Identify relationship opportunities to build up trust in others
3. Short Term Goals Inventory (3 Months)
1. Identify current personal and family goals
2. Identify and record goals for months 1-6

8. Self Inventory
 Passions
 Identify your current Priorities in your occupation, financial, and
Physical/Mental
 Identify the amount of time spent towards those priorities
 Aptitude
 Identify Strengths and Weaknesses by taking a skills inventory –
Will provide separately
 Recognize gaps that are roadblocks for your life's goals
 Attitude
 Identify accomplishments over the last 12 months
 Identify new challenges you have taken on in the last 6 months
 Identify Areas of Improvement in your work

9. Relationship Inventory
 Take a relationship inventory of your work, family, and friends
 Identify which relationships you are connected to
 Identify of those relationships who connects to other groups of
people
 Mark them as a HUB
 Identify those relationships who do not connect you with others
 Mark them as a Spoke
 Rate the strength of those relationships from 1-10, 10 being the
highest and 5 being neutral, and 1 being very negative.
 Lastly Identify 1-3 people outside your immediate family that are
Hub Personalities that you could invest in that relationship

10. Process – The Planning Phase
1. Month 6-12
1. Long Term Goals Development
1. Apply your passion, attitude, and aptitude to long term goals
2. Develop SMART Goals for improvements in the 3 areas for 3 years
2. Short Term Achievable Goals
1. Identify quick wins that can be achieved over the 6 months
2. Develop 3 relationship opportunities to build up trust in others
3. Update Year Assessment
1. Update current personal and family goals
2. Update and record goals for months 1-6

11. Planning for a Career – What is a
Career vs a Job vs an Occupation
 A Job
 A job is simply work for pay. You can many jobs in your lifetime that may or may not relate to your
occupation or your career.
 An Occupation
 An occupation is a wide category of jobs with similar characteristics. For example, physicians,
engineers, educators, and scientists are all different occupations. Within each occupation, there are
different jobs. For instance, an occupation as an Educator can include positions like teacher, high
school principal, elementary school counselor, or school librarian.
 A Career
 A career is a lifetime journey of building and making good use of your skills, knowledge and
experiences. It is the total of all events and relationships in your life that may relate to all your work:
family, friends, education, jobs, and leisure activities. Careers involve choice, long-range planning, and
often, higher pay. Each job you take advances you in your career. If Publishing is your career, you
might move from editorial assistant, to staff writer, to managing editor, to editor-in-chief. Any of
these posts could be considered a job within your career.

12. Types of Goals
 Mental and Physical
 Mental & Physical Goals are focused on achieving general well-being/healthy mindset. Having
Physical discipline has the ability to remind us of how achievable our career goals really are. Mental
goals help us see outside the current scope of where we are.
 Occupation
 Occupation goals are focused on achieving a certain path in your Occupational. To be the best you
can be at whatever you are doing and setting SMART goals around that mindset. It is important to set
goals for where you think you want to go in your occupation but understand that life is very fluid and
grant yourself the flexibility of changing those goals.
 Financial
 Financial goals are short and long term goals for financial stability and longevity. The balance you
want to find is living your life while also being a good steward for what you have. Setting financial
goals also keeps your mind focused on the long term.

13. Goals Summary
 Your goals should encompass the plan around your Career, not your Job
or Occupation.
 When building your goals they should address these concepts.
 Specific
 Measurable
 Achievable
 Realistic
 Time-bound
 Feel free to research how to build SMART Goals online and how that
applies to you.

14. Updates – Please Update Once a
Month
 January
 February
 March
 April
 May
 June
 July
 August
 September
 October
 November
 December

15. 3 Month Goals
 Identify 3 Short Term Goals you can begin to work on to develop your
career. Please make sure they are SMART Goals. These Goals should roll up
into your 6 month goals, if they do not make sure they are relevant to your
career path.
 1.
 2.
 3.

16. 6 Month Goals
 Identify 2 Short Term Goals you can begin to work on to develop your
career. Please make sure they are SMART Goals. These Goals should roll up
into your 1 year goals, if they do not make sure they are relevant to your
career path.
 1.
 2.

17. 1 Year Goals
 Identify 3 Medium Term Goals you can begin to work on to develop your
career. Please make sure they are SMART Goals. These Goals should roll up
into your 3 year goals, if they do not make sure they are relevant to your
career path.
 1.
 2.
 3.

18. 3 Year Goals
 Identify 3 Medium Term Goals you can begin to work on to develop your
career. Please make sure they are SMART Goals. These Goals should roll up
into your 5 year goals, if they do not make sure they are relevant to your
career path.
 1.
 2.
 3.

19. 5 Year Goals
 Identify 3 Long Term Goals you can begin to work on to develop your
career. Please make sure they are SMART Goals. These Goals should roll up
into your 10 year goals, if they do not make sure they are relevant to your
career path.
 1.
 2.
 3.

20. 10-20 Year Goals
 Identify 3 Long Term Goals you can begin to work on to develop your
career. Please make sure they are SMART Goals. Make sure these goals are
the focal point of your career.
 1.
 2.
 3.