Legacy Coach Interview

Annual Self Assessment Questionnaire

This questionnaire was created

to help highlight the areas you may wish to include

in your next 12 months' action plan towards significance.

______________

. . .

The information supplied on this questionnaire will only be visible to your Legacy Coach and to the senior management of GIG Institute and will never be shared with anyone, for any purpose, without obtaining specific written permission from you.

. . .

Information of the person being interviewed...

First name*

Last name*

Email*

Mobile phone number*

Below is the Annual Self Assessment(ASA) process diagram to be followed to arrive at your next 12 month Action Plan(AP).

The ASA consists of 3 Memory Prompts to assist you on arriving at your next 12 month AP and thereby moving you forward on your family's generational journey from Struggle, Stability, Success and Significance.

A completed and up to date 12 month AP is a requirement to be considered for any GIG loan.

PROMPT 1 – Family’s 7 and 21 Year Overview – Things to Do, Actions to Take

Prompt 1 - Family Structure and Goal Setting

Consider only the Immediate family related to You and Your Spouse (Self, Parents, Children and Grand Children). In some cases, you may have to assist with some Dependents (family or not). Add them into the Family Structure. These people are Your Emotional Reasons to do what you’re doing. If anything goes wrong in the lives of any of these people, it will spill over into You and Your Spouse’s Lives!

Once you have drawn out the Family Structure, put each person’s current age next to his name.

Then Add 7 Years to each person and write in the new age for each person. On a separate piece of paper write down the name of each person and next to this person’s name, jot down ALL the things that will have to be achieved or actions to be taken in this person’s life 7 Years from now!

My Family’s 7 Year Goals*

Write down what needs to be in place for each family member 7 years from now.

Add 21 Years to each person’s Current Age and write it next to that person’s name. Repeat the exercise above for each person.

My Family’s 21 Year Goals*

Write down what you would like to be in place for each family member 21 years from now. Memory joggers - accommodation, transport, career, business(es), education, getting out of debt, frail care, etc.

Prompt 2 – 8 Areas of Life From a Generational Perspective.

The 8 areas are:

1.Physical

This speaks of your physical location (the area you work and live in) and physical health (eating right and exercise)

2.Social Investment

This refers to your involvement in the community or church, being committed to a cause bigger than yourself to which you give time, energy and resources.

3.Wealth/Financial

This indicates how successful you are in terms of earning a good income (or even several income streams), be a regular saver, owning income producing assets or assets that protect you against inflation and having good investments. It includes having an investment strategy (even while You’re still in Struggle!) and actively work on it.

Mental/Intellect

This is the sum total of growing personally through ongoing learning, reading,

attending seminars and courses and listening to positive talks and teachings

5.Business/Career

This speaks of being in your purpose, have a meaningful job or career, making progress, feeling rewarded and recognised for your achievements.

Family/Relationships

This is about having good relationships with your spouse and children, feeling supported in what you are doing, having good friends, and spending enough quality time together.

Spiritual

This is not about whether you are going to church regularly but whether you have developed a personal relationship with your Creator. Are you making personal time to get to know Him and learn about Him through His Word? It is not about rituals and works but about the relationship.In spending alone time with Your Creator, learn to listen in Your Spirit as He reveals Your and Your Family’s Purpose to You!

Restoration/Fun

This refers to your hobbies, passions, having fun and enjoying life. This is about spontaneous laughter. This can also be about going on a retreat to a quiet place somewhere in nature and just find your sanity again.

Wheel of Life Exercise From a Generational Perspective

The next exercise is designed to look at each of these areas from a generational perspective and help you to calculate your own score for each of these areas.

Look at the question or statement under each of the headings and answer the questions that are True for you by ticking the checkbox. All the un-ticked boxes are an indication of area that need to be address at some point, preferably in the next 12 months.

Knowing what your wheel looks like and by going back to the questions, you will be able to counsel yourself into what to do next to restore the balance in your life. The pressures of the one generational world around us must not be underestimated and we must redo this exercise regularly to stay focused on our journey.

For the following questions tick the statements that are true for you.

Physical*

I exercise regularly

I eat healthy foods

I take nutritional supplements

I work and live in a clean environment with little pollution

I don’t smoke

I don’t drink strong liquor

I teach my children to have good physical habits

I make an effort to engage my family in sports activities that we can do together.

Social Investment*

I give tithes/donations to the church or community projects

I am involved in a community project(s) where I give of my time, skills and other resources.

I promote the cause of a community project by telling others about it and trying to also get them to become involved

I involve my children in my community activity by discussing it with them so that they can learn the importance of being involved in communities

Wealth/Finance*

I have a regular savings program (preferably on the Loanlink Share Plan - LLS)

I have opened an Investor Account with GIG and participate in the various Investment Opportunities.

My debts are being paid off and I make no new debts except to borrow money at zero interest to pay off debt and/or to invest into income producing assets.

I understand and use the concept of leveraging capital (e.g. Borrow 3 times my savings in the LLS at zero interest)

Some of my investments are in physical gold, even if it is just a few gold coins

I have linked up with like-minded people and formed an investment club. We get together regularly to discuss investment opportunities and at times pool our resources to make investments e.g. Into property

I involve my children in my investment decisions and make sure they understand concepts such as risk management, return on investment (ROI), leverage and other financial terminology.

My assets and investments are protected by placing them in a trust(s)

In preparation of taking Our Family Fund to a Family Office, I have appointed a permanent Wealth Coach from GIG Wealth on a retainer basis.

Mental/Intellect*

I am constantly reading something positive

I constantly listen to speakers on positive topics either in real life or through audio or YouTube or TED

I keep on improving my skills by attending seminars and workshops on topics that interest me

I associate with like-minded people (e.g. Joined a local GIG or the weekly online webinar) and discuss and work through various topics that help to develop my generational mindset

I involve my family (spouse and children) in learning more about the generational mindset

I have a journal that I keep updated and where I write down the highs and lows of my life’s journey as well as jotting down ideas and insights I receive from time to time. I plan to write a book on my life one day for my children and their children to learn from my life

Business/Career*

The work I do gives me a sense of purpose and fulfilment

I can see I’m making progress in my career and am becoming more valuable to my colleagues and community

I’ve already reached a few achievements in my career and are on my way to reach a few more

What I’m doing won’t die with me because I’ve already put a succession program in place.

I don’t settle for a comfortable life but keep pushing myself to pursue more opportunities and already have more than 3 steadily producing and growing income streams

My businesses are protected through the correct legal entities

My Will is up to date and I have taken adequate risk protection by insuring my life, businesses and assets against unforeseen eventualities.

My family is involved with my business/career and even if they won’t necessarily take over from me, they will be able to continue to benefit from my life’s work by appointing the right management team and/or benefitting from dividends and growth from shareholdings

Family/Relationships*

If Married - , I have a great relationship with my spouse and we are pursuing this generational journey together

If Single – I value quality relationships with my friends and future Spouse and have great times discussing things and pursuing opportunities from a generational perspective.

If I have children, I would be making time to do things together with them and to constantly assure them that we as a family have a purpose and are working towards Building a Dynasty

Even if I had no children, I would still be committed to live my life to leave a legacy that will impact the lives of people 2 generations from now

I have a family trust to ensure that what I’ve started in my life will continue and be of benefit for the generation of my children’s children

Spiritual*

I have adopted the Bible as my “absolute standard” for all aspects of my life

I believe in a Creator that made heaven and earth and all that is in it and who created me and has a plan and purpose for my life

I have a personal relationship with God and spend quiet time with Him daily to seek His will for my life

I associate with like-minded friends who get together regularly and discuss spiritual issues and share our spiritual experiences

I am led by an inner voice of peace and no longer allow myself to be manipulated through manmade guilt by religious leaders or opinions of others.

I am no longer trapped in empty religious rituals but understand that my work is part of my worship to my Creator

We get together regularly as a family to read the Bible and pray to God and recognise the fact that He has a plan and purpose for us as a family.

I keep a Journal of My Personal Relationship with My Creator in which I jot down the messages I believe I hear in My Spirit as well as Intimate Conversations from My Personal Time with Him.

Restoration/Fun*

I am passionate about my work and do it for the fulfilment it gives me and not just to chase money

I have a hobby or hobbies that give me joy and I make time to pursue and enjoy it.

I have a sport (e.g.golf) that I regularly do, or I go to the gym regularly

I have planned fun activities that I do with my spouse and children e.g. Holiday, seeing a show or eating out

I make regular “me time” and then engage in things that leave me refreshed and re-purposed

Once a year (or more often) I go on a retreat where I review my activities, refocus on my goals and plans and reconnect with my Creator’s will and purpose for my life

I have a list of fun or exceptional things I want to do before my life on earth is over and I am following a plan to achieve these goals

Prompt 3 – Progress on your 3 Generational Journey(From Struggle to Stability to Success to Significance

Survival Phase(Struggle to Stability)

Get my income to be consistently greater than my expenditure

This phase of the questionnaire will prompt you

with items to consider for your action plan

to create a positive cash flow

______________

Structure Phase(Stability to Success)

Building sustainable wealth

______________

Support Phase(Success to Significance)

Being significant from a sustainable basis of success

______________

In concluding this Annual Self-Assessment (ASA) exercise we can learn from a historical prophet Micah:

“He has shown you, O man, what is good. And what does the Lord require of you but to do justly, and to love kindness and mercy, and to humble yourself and walk humbly with your God? “[1]

[1] Micah 6:8 Amplified Bible

The key character traits of a Generational Lifestyle can, therefore, be summarised as:

Find and live your purpose
Stay humble
Enjoy your life and allow yourself the good things in life but don’t try and compete with the Jones’s
Live the moment. Life is a journey, not a destination.
Find the meaning of your life in what your life means to others
Think generational in everything you do.

12m Action Plan

Using the various prompts of Your ASA, make a list of ALL the issues you wish to attend to during the next 12 months.

When setting up the list include the most important goals for you and your family in the areas of health, wealth, career/business, social responsibility, spiritual life, family and relationships, rest/relaxation/exercise/sport and intellectual growth.

With these goals in mind, create action steps to achieve them and put these action steps on your 12 month action plan.

Action Plan Month 1*

eg. Complete my will and testament, attend a presentation on saving on my household expenditure, review my insurance and investment portfolio etc.

Action Plan Month 2*

Enter anything you wish to have completed, even if its just to follow up on the progress of the previous month.

Action Plan Month 3*

Action Plan Month 4*

Action Plan Month 5*

Action Plan Month 6*

Action Plan Month 7*

Action Plan Month 8*

Action Plan Month 9*

Action Plan Month 10*

Action Plan Month 11*

Action Plan Month 12*

Notes to the Template:

Every Family/Member should complete an ASA annually within 3 months of their GIG membership anniversary. New Members should complete their first ASA within 3 months of joining the GIG Paid membership program. The end product of the ASA is a new 12 month Action Plan (12mAP) that has to be submitted to the GIG Institute.
The GIG Credit Committee considers this 12mAP as a critical document in evaluating the Member’s LLS Application for future Loans. A Member* with a completed and submitted 12mAP will be considered for an up to 3X LLS Loan whereas a Member* without an updated 12mAP will only be considered for an LLS loan of 1:1. Having a completed and up to date 12mAP also shows the Member’s commitment to his Own Generational Wealth Building Plan.

*Members with an impaired credit record will only be able to borrow 1:1 on the LLS until

their credit record has been restored.

Although the ASA and subsequent 12mAP is designed to be done in the Member’s own time and to be self-explanatory, the Member can request to be facilitated by a Legacy Coach to gain the maximum value from the process. Contact info@giginstitute.com for a quote and to check the availability of a Legacy Coach.
Now that your 12 Month AP is completed all that is left to do is TAKE ACTION.