I am thinking about this process a lot at the moment. I'm far from a Holistic Management expert, but I liked these two guides:
https://atinadiffley.com/wp-content/uploads/Create-Your-Holistic-Goal-1.pdf
http://www.purplepitchfork.com/uploads/4/2/5/9/42595701/doc_goal_formation_packet.pdf
Both working at the moment!
Again, not from a perspective of any real expertise in Holistic Management, I created my own worksheet that streamlined these guides and employed language that worked best for me. I'm pasting it below in case anybody wants it.
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WRITING A HOLISTIC GOAL
A “holistic goal” is a three-part goal from a school of thought called Holistic Management. It describes:
1. Quality of Life: What we really want our lives to be.
2. Forms of Production: What we must commit to in order to produce the quality of life we want.
3. Resource Base: Our ideal farm / lifestyle – the future resource base the forms of production depend on.
• What are the three things that you really like about your life - right now?
• What three things about your life would you like to change, if you could?
• Name several talents or skills that you have and that you enjoy contributing to your work, family, friends and community
• What is the best part of your day?
Quality of Life
• What are the most important things in life?
• What do you need in your life in order to feel content or happy?
• What makes you feel really excited?
• Describe what it would look like for you to feel that you are thriving in each of the following areas.
– Spirituality:
– Family life:
– Community:
– Household:
– Career / Work:
– Finances:
– Health:
– Leisure:
Behaviors and Systems
Make sure to address each Quality of Life statement.
• What behaviors or systems do you need to put in place to have each of the things you’ve described above?
– The most important things:
– Spiritually:
– Family life:
– Community:
– Household:
– Career / Work:
– Finances:
– Health:
– Leisure:
• What don’t you have now, or what aren’t you doing now, that is preventing you from having the things that are most important to you?
Future Resource Base
Think about your current resources (skills, assets, networks, community, money, land).
This section is about how you want those environmental, social, and financial resources to be far into the future.
• How do we need to be in the future in order for our friends/customers/neighbors, etc to remain loyal and supportive of us?
• What does our surrounding community need to look like in the future in order for us to have the quality of life we’ve described?
• What does the landscape around us (forests, fields, watersheds, wildlife, etc) need to look like into the future to sustain the quality of life we’ve described?
• What do we want the land we manage to look like?