Associate Level Material

Appendix C

Goal Evaluation Scenarios

Goal Evaluation Scenario 1

Name: James

Gender: Male

Age: Late 30s

Description: James has an average build. He works at a local university, is married, and has two children in elementary school.

Goal: James wants to pursue his dream since high school of playing for the San Diego Chargers football team.

Goal Action Plan

1. Goal: Play middle linebacker for the San Diego Chargers

2. Type of goal: Personal, professional, and financial

3. Purpose of goal: I will be able to fulfill my lifelong dream of being paid to play a game. The notoriety and perks associated with being a professional athlete will be nice, too.

4. Major benefit to me: Larger paycheck, better physical condition, travel, and some fame

5. Benefit to others: My family will benefit from the extra money. The rest of the linebacking corps will benefit from my spirited play and nose for the football.

6. Barriers: My age and size could be factors. Lack of experience is another obstacle. Geographic location is also a problem.

7. Solution: I can’t do much about my age, but I can begin bulking up through proper diet and exercise. I can gain experience by joining a full-contact league here in my city. I can wait to move until after I make the team.

8. Action milestones: Gain 20 pounds; gain another 20 pounds; join a full-contact league; try out for the Chargers

9. Overall target date: 2 years from this August, when training camp starts • Goal Evaluation Scenario 2

Name: Jie

Gender: Female

Age: Late 20s

Description: Jie works as a financial advisor for a midsized financial firm. She is single and enjoys a close relationship with her family members. She is not physically active because she tires easily and is often absent from work because of illness.

Goal: Jie has always been underweight and wants to improve her health and stamina by gaining 5 pounds.

Goal Action Plan

1. Goal: Gain 5 pounds in 1 month in a healthy way

2. Type of goal: Personal, health-related

3. Purpose of goal: By gaining 5 pounds, my BMI could go from underweight to normal weight, which will make me healthier.

4. Major benefit to me: Healthier body, more energetic, and less chance of getting sick

5. Benefit to others: Fewer sick days and able to do more outdoor activities with family

6. Barriers: My body system doesn’t absorb nutrition very well. I eat a lot, but it is hard for me to gain weight. I don’t like desert, drink soda, like anything sweet, like fried food, or like any food that’s greasy.

7. Solution: I like carbs, so I will eat more carbs in my meals. I also like avocado, which has a high calorie count. I will eat more. Exercise makes me have more desire to eat. I will jog 20 to 30 minutes twice daily. I will eat after the workout.

8. Action milestones: My goal is to gain 1.5 pounds per week.

9. Overall target date: 1 month from now • Goal Evaluation Scenario 3

Name: Lawrence

Gender: Male

Age: Early 30s

Description: Lawrence works as a drywall specialist for a homebuilder. He is married and has three children under the age of 10. His wife is a stay-at-home mom. She and the children are limited in what they can do during the day because the family only has one vehicle.

Goal: Lawrence wants to purchase a second vehicle for his family so that his wife and children have more freedom to do things while he is at work.

Goal Action Plan

1. Goal: Save enough money for a car

2. Type of goal: Financial

3. Purpose of goal: I want to save money so I can buy a second car for my family. This car will be used to drive to work.

4. Major benefit to me: Gives my wife a car to drive; if I buy a pickup, helpful to move stuff; frees up my time because I won’t need to worry if my wife needs the car

5. Benefit to others: Family can go to the park; family can go to Grandma’s house or to visit friends; family can get to the hospital quickly, if needed; wife can drive the baby to sleep when crying; family doesn’t have to wait for me to get home to do things

6. Barriers: Cars are expensive, and we need gas money, insurance money, a down payment, and money for previous loans (mortgage, school, and home remodel).

7. Solution: Save $300 a month specifically for a car, price cars that are less than $300/month, find an insurance company with good rates, and pay off as many loans as possible.

8. Action milestones: In 3 months, save $1,000. By 6 months, save $2,000. By 9 months, save $3,000. By 1 year, save $4,000.

9. Overall target date: 1 year from now • Goal Evaluation Scenario 4

Name: Monique

Gender: Female

Age: Early 30s

Description: Monique is engaged to be married and works in the human resources department of a fashion design company. She studied fashion design and has wanted to move into the small design department of the company, but she has not been offered an opportunity.

Goal: Monique feels stuck in her current position and wants to open her own women’s clothing boutique.

Goal Action Plan

1. Goal: Open my own women’s clothing boutique

2. Type of goal: Professional

3. Purpose of goal: I want to utilize my skills and experience in a different capacity.

4. Major benefit to me: Fully utilizing my skills and experiences, personal fulfillment, and financial rewards

5. Benefit to others: Able to provide women with more exciting clothing and accessory choices by implementing my fashion ideas

6. Barriers: Negativity, competition, and funding

7. Solution: Research opening a business, formulate a business plan, contact banks regarding funding, research store locations, and stay positive.

8. Action milestones: Complete a business plan, secure funding, choose a store location, and open a boutique.

9. Overall target date: 6 to 12 months from now Goal Evaluation Scenario 5

Name: Jarrod

Gender: Male

Age: Late 40s

Description: Jarrod is a math teacher in a suburban high school. He is divorced and shares custody of his three teenage children. He had been an occasional jogger through most of his adult life, but he has not jogged in about 2 years.

Goal: Jarrod wants to improve his fitness level and achieve his longtime goal of completing the Boston Marathon.

Goal Action Plan

1. Goal: Run in the Boston Marathon next year

10. Type of goal: Personal

11. Purpose of goal: I will achieve a sense of accomplishment by overcoming a difficult challenge.

12. Major benefit to me: Increased self-confidence, increased physical health (energy, stamina, and so forth), and can tell people I ran a marathon

13. Benefit to others: Family and friends will see an example of how they might set and achieve their own personal goals.

14. Barriers: Finding time to train, potential injuries, and losing the motivation to train

15. Solution: I will set a specific time every day devoted to training. I will stretch before and after running, wear appropriately fitting shoes, and not push too hard, too fast. I will find a friend who will join me in running the marathon, with whom I can train.

16. Action milestones: Run 5 miles, 10 miles, 15 miles, and then 20 miles

17. Overall target date: April of next year • Goal Evaluation Scenario 6

Name: Roger

Gender: Male

Age: Late 20s

Description: Roger has been unemployed since he was downsized from the staff of a local sports team 3 months ago. His wife manages a retail store. They have twin daughters. Roger currently cares for his children and has free time as allowed by his schedule.

Goal: Roger wants to become a member of the Kelsey Kazoo Orchestra.

Goal Action Plan

1. Goal: Become a member of the Kelsey Kazoo Orchestra

2. Type of goal: Personal and professional

3. Purpose of goal: I will have to learn to play the kazoo well enough to pass the rigorous tryouts for the Kelsey Kazoo Orchestra.

4. Major benefit to me: I will learn to play the kazoo. I will gain the prestige associated with making the orchestra. I will feel a sense of accomplishment. I will make a small amount of money from appearance fees.

5. Benefit to others: The beauty of my music will benefit society and inspire other musicians to achieve their dreams. Family members will beam with pride that I am an esteemed member of the Kelsey Kazoo Orchestra. I hope that the Kelsey Kazoo Orchestra will benefit from my great kazoo-playing talent.

6. Barriers: A kazoo costs up to $10, and I do not have a job to get the money to buy one. I do not know how to play the kazoo, so I will need lessons. Kazoo lessons are expensive; again, I do not have a job. I have a serious case of asthma, which could be a problem when playing a wind instrument. The Kelsey Kazoo Orchestra is located in Kelsey, 400 miles away.

7. Solution: I will begin practicing on a kazoo I took from my daughter that she got from a birthday party. I will then watch Internet videos on how to play the kazoo. Once I learn to play the kazoo, I will become a street performer to make enough money to get more lessons. I will bring my inhaler with me and use it during parts of the song when I am not required to play the kazoo. I will use the money from street performing to purchase a Vespa and helmet to travel to tryouts.

8. Action milestones: Find my daughter’s kazoo and sterilize it. Watch videos on how to play the kazoo. Become proficient enough to become a street performer. Make enough money to pay for more lessons. Get better from lessons and make more money to buy a Vespa. Attend the Kelsey Kazoo Orchestra Semi-Annual Regional Tryouts. Make the orchestra.

9. Overall target date: The Kelsey Kazoo Orchestra holds tryouts in a week, so I will have to wait until next year to make sure I am a kazoo expert before I try out. I don’t want leave a bad impression if I try out now with very little practice. My target date to make the orchestra will be at the end of next year’s tryouts in October. Goal Evaluation Scenario 7

Name: Linda

Gender: Female

Age: Late 40s

Description: Linda works as a salesperson in a music store. She is single and has two grown children. Painting is her passion, and she was worked for many years to amass a collection of her artwork. She has sold a few pieces over the years.

Goal: Linda wants to support herself financially through sales of her artwork.

Goal Action Plan

1. Goal: As an artist, my ultimate goal would be to sell a sufficient amount of works to support myself.

10. Type of goal: I believe that this is a professional goal; however, I would also have to categorize this as personal due to the emotional experience of creating.

11. Purpose of goal: If I am ever lucky enough to achieve this goal, I will be able to spend my time creating—not producing something to satisfy others, but satisfying my creative aspirations.

12. Major benefit to me: Self-meaning, inner satisfaction, self-expression, self-accomplishment, and eliminating frustration in my life

13. Benefit to others: I believe that I will be a happier, more contented person by being able to express myself through my art. This will help family and personal relationships because I will ultimately be doing what I aspire to do.

14. Barriers: Economic downturn, bills, the need to eat, lack of self-confidence, and fear of taking a chance

15. Solution: Lower prices for my artwork, being willing to depend on others for essentials, aspiring to gain confidence, and doing research to determine my chances of success

16. Action milestones: Start marketing myself, create a working website to showcase my work, join art clubs, and save enough money to rent a store in the art district of the city to promote myself as an artist.

17. Overall target date: Start marketing myself by 2 months. Create a working website to showcase my work by 6 months. Join art clubs as soon as the opportunity arises. Save enough money to rent a store in the art district of the city to promote myself as an artist in the next 2 to 3 years. • Goal Evaluation Scenario 8

Name: Melissa

Gender: Female

Age: Mid 20s

Description: Melissa is a laboratory technician working at a hospital in a rural area. She is married and expecting the couple’s first child in a few months. She is anxious about becoming a parent and concerned about the additional financial needs that will come with the baby.

Goal: Melissa and her husband have a stable financial situation, but she wants to win the state lottery to make life easier for the family.

Goal Action Plan

1. Goal: I would like to win the lottery.

2. Type of goal: Financial

3. Purpose of goal: The purpose is to become wealthy.

4. Major benefit to me: I will be able to pay off my student loans and purchase everything I want.

5. Benefit to others: My immediate family will benefit because they will be financially comfortable.

6. Barriers: The potential barriers would be time and money. It could take years for this to happen, and it might require a large investment of money in lottery tickets and number dream books.

7. Solution: I will overcome the time barrier by learning to be more patient. I will try to realize that winning the lottery is not something that happens overnight and that most people play for years before they win. As far as money goes, I will set aside money every two weeks just for playing the lottery.

8. Action milestones: For the next 10 years, I will calculate the amount of money I have won each year. I hope for the amount of money I have won to increase each year I play.

9. Overall target date: I would like to win the lottery in the next 10 years. • Goal Evaluation Scenario 9

Name: Kat

Gender: Female

Age: Late 30s

Description: Kat teaches full time at a local community college. She has been married for 6 months and has no children. She and her husband breed pugs and show them in local dog shows. Even with her busy schedule, Kat knows she does not get enough exercise.

Goal: Kat wants to improve her fitness by training to complete a 5K race.

Goal Action Plan

1. Goal: I will complete a 5K race.

2. Type of goal: Personal and health-related

3. Purpose of goal: Training for the race will provide consistent exercise and health benefits. It will also serve as a habit-building activity that I can integrate into my daily routine.

4. Major benefit to me: Improved cardiovascular health, improved overall fitness, and reduction of stress from regular physical fitness activity

5. Benefit to others: They will get to cheer for me, which makes them all happy. Also, I hope to spread the desire to exercise to my family.

6. Barriers: I am pretty lazy. Just because I want to do something doesn’t mean I actually will. I might just think about it a lot instead, while I sit around and surf the Internet. I am also often tired and will use that as an excuse not to be active. I do not like to sweat, so that could be a problem since this is exercise.

7. Solution: I was planning on setting up a motivation–bribery system that rewarded me for every tiny little thing, since I respond best to external motivation. I am also going to drink a lot of caffeine to keep me from being tired. I am going to get Botox injections so I don’t sweat and then cannot use that excuse anymore.

8. Action milestones: I am going to use a training program, which is set up to get you ready to run a 5K in 9 weeks. Each week has a different fitness goal and walking or running intervals, such as jogging every other day each week, increasing distance until 1K is reached, and increasing distance by 1K per week.

9. Overall target date: 12 weeks from the start date: This includes 9 weeks for the training program and 3 more weeks to make the 5K distance a habit. • Goal Evaluation Scenario 10

Name: Omar

Gender: Male

Age: Late 50s

Description: Omar is single and works as a sales manager for a small medical supply company. He plays string bass in a local volunteer orchestra and in a band that often performs weekend gigs in the area.

Goal: Omar feels he has neglected his health and is ready to make changes in his life. He wants to start by losing 20 pounds.

Goal Action Plan

1. Goal: Lose 20 pounds through a doctor-monitored weight-loss program.

2. Type of goal: Personal and health-related

3. Purpose of goal: The purpose of this goal is to decrease my body fat percentage and to create a healthier lifestyle.

4. Major benefit to me: Losing the weight will be beneficial for my overall health—specifically, heart health, increased energy, and self-esteem.

5. Benefit to others: My family will benefit because they will also be eating healthier and becoming more active. My company is promoting healthy weight loss in a big campaign.

6. Barriers: Some barriers will be temptations, such as when sweets are served at work. Going out to eat is also a temptation. I will need to monitor my food selection to stay on track with stabilizing my weight. I will also need to overcome my past experiences of trying—and failing—to lose weight.

7. Solution: I need to think about this as different from my past weight-loss attempts by focusing on being healthy rather than just on losing weight. This should help overcome the issue of past failures. I also need to set myself up for success by buying only healthy foods for the house and purposely limiting serving sizes when I eat out.

8. Action milestones: I will weigh myself weekly just to make sure I am on track. Every 2 weeks, I will get a new BMI taken. I will also write down daily what I eat and track each lost pound. Once per month, I will reassess my progress and make further adjustments.

9. Overall target date: I would like to achieve my weight loss and healthier-eating goals within 12 weeks of starting this program.