Role & Goal Clarifier – Video Summary
In this video, I walk you through the Role & Goal Clarifier — a foundational tool inside the Clarify Goals module of the Independence by Design™ framework.
Most business owners have a sense of what they want, but they haven’t clearly defined the destination or what their business needs to deliver in terms of time, cash flow, and wealth. Without that clarity, they end up making gut-based decisions, chasing growth for growth’s sake, and feeling like they’re stuck in the weeds with no clear path out.
This video helps you step back and answer:
- What do I really want?
- What is the timeline I’m working with?
- What role should I be playing in the business today?
- What needs to change for the business to support my goals?
You'll see how this clarifier helps reverse-engineer your decision-making so that every bet of time or money moves you toward real independence — not just more busyness.
Resources
(PDF Worksheet & Scorecard)
- Download the Role & Goal Clarifier Worksheet (PDF)
- Download the Owner’s Scorecard Spreadsheet (Google Sheet or Excel)
- Read the Owner’s Scorecard Overview (Google Doc)
🎯 What You’ll Walk Away With
- A clear picture of the end game: your personal goals and business targets.
- A defined Owner Role that aligns with your vision.
- A powerful diagnostic tool to track how close you are to true ownership independence.