Step 5: Resources

Identify the tools, people, and skills you need to succeed

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Step 5: Introduction to Resources


Why do your goals matter? Knowing what you’ll gain by achieving them can keep you motivated, even when the journey gets tough. The Gains step is all about identifying the rewards that come with success—both tangible and intangible.

Whether it’s increased revenue for your business, personal growth, or a sense of accomplishment, understanding the benefits of your goals helps you stay focused and driven. This step also reminds you that every effort you make brings you closer to something meaningful.

By the end of this step, you’ll have a clear picture of why your goals are worth pursuing, which will fuel your commitment to achieving them.

Key Objectives


To effectively plan and allocate resources, it is essential to have clear objectives and a strategic approach.


Take Inventory of What You Have

What resources are already available?
Make a list of the skills, tools, time, and support you currently have at your disposal. This creates a starting point for building on your strengths.

Make a Plan to Acquire Resources

What’s missing?
Pinpoint the skills, tools, or other resources you still need to achieve your goals. This clarity helps you focus your energy on finding the most critical items.

Motivate Yourself with the Vision of Success

How will you fill the gaps?
Think about how to get the resources you’re missing. This might involve seeking help from others, learning new skills, or reallocating time and budget.

Leverage Your Network

Who can help you?
Sometimes, the best resources come from the people around you. Consider mentors, colleagues, or friends who might offer guidance, support, or connections.

Resources Trigger Questions


To guide your resource planning, take a moment to reflect and ask yourself the following questions


  • What skills, tools, or support do I already have?
  • What’s my biggest gap, and how can I address it?
  • What key resources are missing?
  • What strategy will help me allocate resources effectively for success?

  • How can I acquire the missing resources?
  • What is the best way to allocate my time, money, or other resources?
  • Who in my network can offer support or guidance?
  • What trade-offs might I need to make to access what I need?

Planning a Trip Use Case - Resources


In the Resources step, take some time to think about everything you’ll need for a successful trip. This involves identifying what you already have, what’s missing, and how you can use your network to fill in the gaps. For example:

  • Available resources: You already have vacation days approved and a travel budget.
  • Missing resources: You need to book accommodations, learn about your destination, and arrange transportation.
  • Leveraging your network: Ask a friend who’s visited the same place for tips or recommendations.

By methodically identifying, gathering, and organizing these resources, you’ll not only make trip planning smoother but also reduce stress and ensure you’re prepared for every part of your adventure.

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Actionable Tips


Here are 5 practical tips to succeed in the Resources step:


  1. Make a Resource Checklist: Write down what you have and what you need for your goal.
  2. Use Your Network: Reach out to people who might offer guidance, connections, or advice.
  3. Prioritize Gaps: Focus on the most important missing resources first.
  4. Be Resourceful: Look for creative solutions and alternative ways to access what you need.
  5. Be Creative: Look for alternative ways to gather resources, like bartering skills or finding free tools online.

Frequently Asked Questions


Next Step


Now that you know what you need, it’s time to prepare for potential risks. Learn how to anticipate and manage challenges in Step 6: Exposures.